Businesses have wifi
Customers have phones
Cellular providers will pay to connect the two
And customers, businesses and providers win.
This is what $XNET does and the simple explanation why $XNET has one of the biggest TAMs in crypto and is a giant in the making
What are the best AI customer service agents for phone calls? Thinking for a boring business that needs help answering the phone for scheduling
Cc @boringmarketer
Why is $XNET pumping ~100% in the past week?
Perhaps it's because those who have done their research know the team is working on MASSIVE deals to 1000X network usage in 2026.
Or perhaps it's because onchain monitoring shows a whale who has been selling non-stop for last 2 weeks is about to run of out tokens.
Either way, this is just the beginning of the pump. The pre-pump or even pre-pre-pump.
@boringmarketer Yea been spending a bunch of time trying to automate bookkeeping and reporting out of Quickbooks. Automated A/R monitoring. Also have Claude classifying expenses based on either historical classifications or LLM analysis when no precedent.
$XNET is up ~25% in last two days since fully automated daily token burns began.
Burns are fueled by real world revenue from companies like AT&T
Burns lag real revenue volume by ~60 days
Last 60 days have been up only in usage
You know what comes next 🚀
Connectivity at scale rarely looks flashy.
But when it’s done right, everything feels different.
At Southlake Mall in Georgia, with 2M+ annual visitors, XNET has deployed carrier grade Passpoint Wi-Fi in partnership with @CambiumNetworks, turning everyday retail foot traffic into seamless, automatic carrier offload.
In just the first few weeks:
• 33K+ AT&T subscribers connected
• 6+ TB of mobile data securely offloaded
• Zero apps. Zero logins. Zero friction.
This is neutral-host done the right way. Enterprise WiFi 6/7 access points from Cambium deliver coverage across high-traffic mall corridors and enable seamless roaming via Passpoint on the XNET Network.
For shoppers, it just works. For venues, it improves dwell time and experience. For carriers, it’s scalable indoor capacity without new CapEx.
Retail connectivity is no longer about captive portals and “free Wi-Fi 🛜”. It’s about infrastructure that quietly supports millions of real connections, reliably, every year.
Southlake Mall is just the beginning.
Happy New Year 🎆🎇
DePIN's speculation era is ending. The PMF era is beginning.
XNET isn't just surviving the filter - it's what the filter was designed to find.
Follow me for more DePIN alpha as I dig deeper into this space.
This was a solid listen. An enjoyable ~1 hour of listening to DePIN operators debate what actually works.
These are my takeaways + how they support my #1 DePIN pick for 2026 🧵
As 2025 comes to a close, we will be discussing the good, the bad & the ugly as well as how we are positioning for 2026.
Speakers:
@DePINUnleashed@suburbancrypto@WilliamRossX_@0xQuez
We will be live at noon EST!
https://t.co/r6BiCYoJRm
The flywheel is spinning:
More venues → more data offload → more $XNET revenue → more deployer rewards → more venues.
And unlike most DePIN, the money entering this system comes from AT&T and T-Mobile - not crypto degens.