It’s time to talk about @GEODNET again.
In the past I called it a gem. Now? It’s still a gem, but honestly, it’s been fading a bit with time. And that’s exactly why I’m speaking up again.
In my opinion, this is the best DePIN project. Yes, even bigger than @helium(I was there when HNT was on fire, printing dollars day after day). Those were glorious times.
But GeoDNet is different. A while back, @vaneck_us and some other VCs put out an article predicting $GEOD token could hit $8 in a few years. At the time, it sounded bold. Now? I’m starting to understand why.
Let me break down the numbers, because the math is beautiful. Today:
~22,000 active miners
Each producing ~12 $GEOD per day
That’s 264,000 GEOD daily → around $35k sell pressure per day
Normally, that kind of sell pressure would crush a token. So how does project survive?
Data sales 🤑🤑
This year alone: $10 million in data revenue.
80% of that ($8 MLN) went directly into buybacks and burns.
Now do the math:
$35k daily sell pressure × 365 days = ~$13 million in yearly sell pressure
Buyback/burn this year = $8 million
Shortfall = ~$3 million
And guess what? The token went from $0.20–0.25 down to ~$0.13. The numbers match perfectly.
But here’s where it gets exciting.
The halving is coming.
Sell pressure gets cut in half → from $13M to ~$6.5M per year.
Meanwhile, buybacks stay at $8/10M+ if data sales continue.
That leaves $2/4M in excess buy pressure every year.
That’s not balance. That’s imbalance, in the right direction.
So yeah, I expect a reversal. A pretty fast move back above $0.20. And if data keeps selling well? Parabolic over time.
This isn't a meme coin. This is fundamentals. This is revenue-backed crypto.
Also, I know the team personally. @mikeahorton & @mvrender … these aren’t just “high level” guys. They’re top tier. I’ve worked with them. Seen how they think, how they execute.
I’m currently mining with 3 of my own miners + managing another 40 hosts. If you’re not mining yet… maybe it’s time to start.
GEODNET is waking up. Don’t sleep on it.
#DEPIN #SOLANA
Skafula's recent post struck a nerve for many of us who have been here from the start: holders, builders, and believers. It wasn't FUD... it was the sincere reflection of a collective feeling, the concern that momentum is fading and the hope that this chain can still become what we know it can be.
By now, I believe you all know me as the founder of Polar AI. We started building on Berachain when BERA was at $8. Like many teams, we invested everything.... not just funds, but heart, soul, time (so much time), and relentless work. We have covered API costs, dev costs, buybacks, infrastructure, electricity, etc., etc., driven solely by faith in this ecosystem.
Yet the journey has been isolating and we feel alone. Despite our genuine contributions and repeated attempts at engagement, asking various times for support, RFA, any signal that our work was seen, we have been largely met with silence. We have seen projects arrive, receive a subsidy, and leave.... and now, only a handful remain, and @PolarBerAI is still one of those few that are still here...
@skafula_crypto is right. The product should speak for itself. But for that to happen, the builders who are still here must feel they are part of a community, not shouting into the wind.
It's not just about the price. It's about direction, communication, and rekindling the spark that made Berachain special.
So, dear @SmokeyTheBera, if you care about small builders like us who have given everything without receiving anything, we are willing to talk and seek a future within @berachain... I am confident. I await your hand!
Best regards, and with much respect and love, Sn0w