DePIN Connection

📈 Daily videos on the news that moves markets
🔴 Weekly livestreams
📊 Market analysis: macro, crypto & DePIN
🎙️ Founder & CEO interviews

[DePIN Connection @DePINConnection]

We just witnessed @GEODNET hit a new all time high in weekly token burns at $244,849. Given that 80% of their revenue leads to buys and burns, that puts their ARR at $15.9M!

solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu is still largely being overlooked but I can't imagine it will stay that way for long.

[DePIN Connection @DePINConnection]

Trump Might Drop The MOAB On Iran

CNN reports the US is considering the MOAB, the largest non-nuclear weapon it has: 30,000 pounds, about $170,000 a unit.

One was used in 2017 against an Islamic State cave complex in Afghanistan.

[DePIN Connection @DePINConnection]

@HouseLowlights He needs to work a lot harder on it because his swing is super broken

[DePIN Connection @DePINConnection]

@unusual_whales I’m old enough to remember when everyone lost their minds over Biden not providing enough FEMA support to NC.

[DePIN Connection @DePINConnection]

@YourFriendAndy That’s scary

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Foreign holdings of US Treasuries jumped +$83 billion in August, to $9.33 trillion, their 6th-highest total on record.

The surge was driven by Canada, which raised its holdings by +$38 billion, to $465 billion, its 4th-highest on record.

This was followed by Belgium, which increased its holdings by +$20 billion, to a record $491 billion.

The UK, the 2nd-largest holder, raised its holdings by +$11 billion, to a record $1.01 trillion.

Meanwhile, Japan, the largest foreign holder, cut its holdings by -$36 billion, to $1.07 trillion, its lowest since November 2024.

China, the 3rd-largest holder, reduced its holdings by -$27 billion, to $591 billion, its lowest level since August 2008.

Foreign holdings of US Treasuries are rising despite continued selling in Japan and China.

[DePIN Connection @DePINConnection]

@cryptojourneyrs 🎯

[DePIN Connection @DePINConnection]

I had no clue how many people were PHP experts until this morning.

[DePIN Connection @DePINConnection]

Nasdaq Trading Goes To 23 Hours On December 6

From December 6th the @Nasdaq ($NDAQ) goes to 23 hours of trading, five days a week.

The IMF says more than half of tokenized stock trading already happens outside US markets. People want 24/7.

Full Livestream on YouTube 👇
https://t.co/TiqGAPfq7d

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸🇮🇷 The US and Iran have reportedly reached a deal to end the war, per Al-Araby Al-Jadeed.

Good for markets 🚀

[DePIN Connection @DePINConnection]

Police Drones Cost Pennies. Helicopters Cost Over $10,000.

Mike Horton (@mikeahorton) of @GEODNET on why the unglamorous physical AI use cases come first, and why he expects the consumer robot wave to hockey stick the network.

Catch the full interview Thursday at 2pm UTC 👇
https://t.co/7cXPVjuqG3

[DePIN Connection @DePINConnection]

They Called Saylor A Villain. He's Back.

@saylor's Strategy ($MSTR) went from hero to villain in the last bear market, when everyone worried about forced selling.

They did sell some, but the buying has still surpassed the selling. Raising capital gets a lot easier once the bull run is here.

Full Livestream on YouTube 👇
https://t.co/TiqGAPfq7d

[unusual_whales @unusual_whales]

BREAKING: A breakthrough deal between the U.S. and Iran could be announced as soon as this week, sources familiar with mediation efforts told Al-Araby Al-Jadeed.

It follows Iran’s president saying Friday that Tehran isn’t seeking nuclear weapons and is ready for dialogue.

[Lookonchain @lookonchain]

A whale is betting big on $BTC and $ETH, with $140.88M in long positions!

Positions:
1,236 $BTC ($102.2M)
15,928 $ETH ($38.67M)

https://t.co/8onXpsGUY8

[DePIN Connection @DePINConnection]

Crypto Told To Prepare For BUNKER Mode

Justin Drake (@drakefjustin) told crypto to plan for bunker mode on October 7th. $BTC fell from almost $86K to about $80K as the news broke.

Fireblocks says no one has demonstrated such an attack.

Full Livestream on YouTube 👇
https://t.co/TiqGAPfq7d

[DePIN Connection @DePINConnection]

Did Trump Call His Supporters St*pid?

Trump tells a rally crowd he could say the stupidest things and they'd clap. He then adds that they don't say the stupidest things, they say things of common sense.

The post has passed 10 million views.

Full Livestream on YouTube 👇
https://t.co/TiqGAPfq7d

[DePIN Connection @DePINConnection]

Unlocking the Digital Economy - Ep. 7 https://t.co/6e7Avg1yBD

[DePIN Connection @DePINConnection]

Weekly livestream tomorrow morning at 11:15 AM CST!

https://t.co/WWrDf926cG

[DePIN Connection @DePINConnection]

Trump Announces Ceasefire.. Zelensky Confused?

Trump said an energy ceasefire between Russia and Ukraine started immediately. Zelensky said it was news to him.

It comes right after the US lifted sanctions on Russian diesel, a deal worth about 13 hours of US consumption.

Full Livestream on YouTube 👇
https://t.co/TiqGAPfq7d

[Watcher.Guru @WatcherGuru]

JUST IN: MSCI to remove Michael Saylor's Strategy $MSTR from its indexes.

[DePIN Connection @DePINConnection]

Changing Grocery Prices While You're There

A federal antitrust suit was filed against McDonald's this week over an alleged AI pricing engine. McDonald's denies it.

Grocers are heading the same way: Kroger already uses an AI platform to mark down perishables. Airlines are facing a hearing over raising prices on people who check the same flight twice.

Full Livestream on YouTube 👇
https://t.co/TiqGAPfq7d