GridEconTokenomics

Strategic tokenomics driving network growth. Token economic design, financial modeling, and incentive architecture for Web3 & DePIN.

[GridEconTokenomics @Grid_Econ]

@GEODNET : $9.4M ARR, $8.2M post-halving net deflation threshold, 80M tokens left to unlock by year-end.

The June halving flips the supply math. The unlocks clear by year-end. After that, revenue growth and broader market multiples drive token price appreciation.

New case study from Grid Econ: https://t.co/hqGcC9Aomg

[GridEconTokenomics @Grid_Econ]

Bullish 🚀

[Yanal Hammoudeh @yenalmh]

The teams testing Wingbits right now are writing the queries everyone else will copy in six months.

The trial is open. Early seats are the best seats. https://t.co/d1Hl8k1UCq

#avgeek #aviationindustry

[GridEconTokenomics @Grid_Econ]

@sethginns Looking forward to seeing what you build!

[GridEconTokenomics @Grid_Econ]

The Ethereum Foundation's restructuring includes two new clusters built around a single question: how close should institutional capital get to the protocol.

The institutional layer is now the formal point of contact for financial institutions, enterprises, and governments. The community layer's job includes keeping distance from what the EF calls zero-sum financial crypto and corpo-compromised crypto.

That's two standing departments managing the same boundary from opposite sides. One lets capital in, the other decides how it integrates.

The EF already runs a Treasury Management Policy governing how it spends its own ETH. This restructuring extends that logic outward, past the foundation's own balance sheet and into who else's money gets a relationship with the protocol, and on what terms.

Token foundations typically handle institutional interest through a business development or partnerships function focused on bringing capital and integrations in. The EF's community layer is built to check that same engagement against protocol alignment.

Read the details here: https://t.co/62QowR9qKe

[Tuky @Tukytuky_]

@MoneyGram @vibhu @solana Welcome home

[GridEconTokenomics @Grid_Econ]

@j0hnwang This is a trick question

[GridEconTokenomics @Grid_Econ]

@wayojason where and what are you eating my fren?

[GridEconTokenomics @Grid_Econ]

@GEODNET Thank you for the reshare. Researching GEODNET was one of the more interesting projects I've taken on. The network, the tokenomics design, and the commercial discipline are all built to a high standard. Looking forward to watching what the team builds next! 🚀

[GridEconTokenomics @Grid_Econ]

@RAnSacks Love long form and whatever the reader does to get it is fine by me!

[GridEconTokenomics @Grid_Econ]

@pet3rpan_ Where? 👀

[GridEconTokenomics @Grid_Econ]

Big news! @GEODNET added to Coinbase's listing roadmap. Listing follows once market-maker support and technical infrastructure conditions are met.

Check out our recent cast study onGEODNET's tokenomics and design: https://t.co/gH6XKfRGt8

[Coinbase Markets 🛡️ @CoinbaseMarkets]

Assets added to the roadmap today: GEODNET (GEOD)
https://t.co/lyEugQo7Cv

[GridEconTokenomics @Grid_Econ]

@araseb_ @Upscalpfutures If it works how it paying $20 per month vs capital raising and paying more not cost optimization?

[GridEconTokenomics @Grid_Econ]

Expect to see more network updates like this

[Helium🎈 @helium]

LIVE: 10,000+ Expansion Zones in Helium World 🌎.

Places carriers have flagged for more coverage, where people are experiencing dropped calls & lost signal.

Griffith Observatory. The Guggenheim. Shopping centers. And more.

Helium closes these gaps. No carrier capex required.

[GridEconTokenomics @Grid_Econ]

Huge for Solana 💪 https://t.co/mv8BYIML8B

[GridEconTokenomics @Grid_Econ]

A quiet trend is emerging in onchain finance.

The assets being built on blockchains are maturing. Compute infrastructure, physical sensing networks, and connectivity hardware are generating recurring revenue against depreciating assets.

The financing layer is evolving to catch up.

DeFi lending was built for crypto collateral and variable rates. That works for leveraged trading. It doesn't work for an infrastructure network with predictable cash flows that needs long duration, fixed rate capital to match the characteristics of its underlying assets.
That mismatch is starting to get solved, from different directions.

@Morpho's Midnight provides fixed-rate, fixed-maturity credit markets with permissioned KYC gates and multi-collateral configurations. It is designed for institutional borrowers posting real-world assets into onchain credit markets.

@USDai_Official is approaching the same problem from the liability side, using GPU and compute infrastructure as collateral to back stable asset issuance. Physical hardware is independently vetted and verified onchain. Different instrument than Midnight, same underlying thesis: infrastructure with verifiable utility can support a real capital structure.

DePIN is the obvious next candidate. Protocols with sticky enterprise revenue and verifiable onchain cash flows already have the asset base to support this kind of financing. What they lack is the primitive to access it.

The oracle and attestation infrastructure to make DePIN revenue streams fully liquidatable collateral isn't uniformly solved yet. That's the real constraint. But the credit primitives are being built, the collateralized stable asset models are being tested, and the underlying cash flows are already accumulating.

The protocols that figure out how to connect those pieces are opening up new capital markets

[GridEconTokenomics @Grid_Econ]

GEODNET just posted 2.5 years of consecutive enterprise customer growth.

What the chart doesn't show is what happens after a customer signs.

RTK correction data isn't a SaaS subscription you cancel when the contract renews. It's the positioning layer running underneath autonomous systems, precision agriculture equipment, and construction robotics. Swapping it out means re-qualifying hardware, revalidating workflows, and rebuilding accuracy benchmarks from scratch.

The 90% cost advantage over Trimble and Hexagon gets customers in. The operational embedding keeps them.
Full analysis is at https://t.co/NBBWenWJYg

[GEODNET @GEODNET]

2.5 years of consecutive enterprise customer growth.

Every bar on this chart is a new organization paying for centimeter-accurate positioning. government agencies, agriculture, robotics, construction, logistics.

The positioning layer for physical AI is not a future story. it's already being bought.

[GridEconTokenomics @Grid_Econ]

Wednesday’s Noble Mobile acquisition of Helium Mobile is a good moment to go deeper on how Helium actually works.

Helium is one of the most studied DePIN protocols for a reason. It has been through the full cycle, explosive supply-side growth, a demand gap, a pivot to mobile, carrier partnerships with AT&T and Telefónica, a token consolidation, and now a structural handoff of its consumer business.

Most of the coverage focuses on the price action. The more instructive story is the mechanism design underneath it — how token incentives bootstrapped 376,000 hotspots globally, how the burn-and-mint model ties token value to real network usage, and what the AT&T partnership actually signals about where decentralized infrastructure sits relative to legacy telecoms.

We wrote a full case study on Helium last year and updated it through early 2026. It covers the tokenomics, the market opportunities in IoT and mobile, the hardware and supply-side design decisions, and where the network sits competitively today.

If this week’s news sparked questions about what Helium actually built see the full case study here: https://t.co/lBhxIfEnYm

#Helium #DePIN #HNT #Tokenomics

[GridEconTokenomics @Grid_Econ]

@movement_xyz just relaunched as a standalone Layer 1 targeting stablecoin settlement for emerging markets. The timing is not a coincidence.

Stablecoins now represent over 40% of all crypto purchases in Latin America, surpassing Bitcoin. In Argentina that figure tops 70%. Users aren't transacting and converting back. They want to hold dollars. The balance is the product.

But emerging markets are not a monolith. In Brazil, users want to hold reais; Pix has made local rails fast, cheap, and trusted. The demand pattern looks completely different. What works in Buenos Aires does not automatically work in São Paulo, and neither maps cleanly onto remittance corridors in Southeast Asia or Sub-Saharan Africa.

The infrastructure to serve that demand has been the missing piece. Cross-border remittances to low and middle-income countries hit $685B in 2024. Senders are still paying an average of 6.36% per transaction. Settlement runs on correspondent banking rails built for a different era.

This is the problem Movement is positioning against. Licensed payment rails now secured across the US, EU, and Canada. Circle's USDCx natively issued on the network. Sub-500 millisecond settlement. A partner stack that includes wallet providers, tokenization projects, and yield infrastructure — built for neobanks and fintechs serving the markets traditional finance has not reached.

The FX problem neobanks face in emerging markets points to the same gap. 69% of global FX turnover is derivatives not spot, meaning you don't need local currency stablecoins to serve global users. Non-Deliverable Forward structures let customers hold dollar liquidity while accounts denominate locally.

TradFi proved the model. The settlement layer is what makes it work at scale for crypto-native products. Movement is building that layer.

Whether the thesis executes depends on infrastructure granular enough to serve different user behaviors, different payment channels, and different regulatory environments market by market.

Watch this space!

#Movement #Stablecoins #EmergingMarkets #Web3 #Payments

https://t.co/cb0pFYqfaK

[Jonah Platovsky @jplat12]

Still remain a big $HNT fan despite the market turbulence. The funny thing is that nothing about the original thesis (post mobile pivot) has been invalidated - in fact it has actually been well validated with ~3M DAUs across the offload network.

The market is pricing this as a dead project when the reality is that the fundamentals are very very much alive - and outside of stablecoins / payments @helium is truly one of the only crypto projects that has found real PMF

6 years ago I was an early builder of the IoT network (within first 5k hotspots out of 1M+), and the idea of deflationary economics was somewhat of a pipe dream at that point. But that is now happening, more HNT is burned than created right now from real usage from real companies.

I can't predict how the market will price the token, but I do know that as long as the underlying metrics (users, data transfer, network revenue) continue moving up and to the right, the business does get stronger and more valuable.

[GridEconTokenomics @Grid_Econ]

@helium_mobile just got acquired by Andrew Yang's Noble Mobile. This is actually a strategic correction years in the making.

Helium's original thesis was infrastructure-first: build a people-powered wireless network, reward deployers with tokens, and let coverage scale without the capex of traditional telcos.

That thesis held up. 376,000 active hotspots. AT&T and Telefónica's Movistar already routing subscriber traffic through the network. A protocol generating over $2M in monthly revenue.

Running a consumer MVNO requires a completely different skill set than building protocol infrastructure — subscriber acquisition, plan design, churn management, customer support at volume. Helium was doing both simultaneously, and the MVNO is a hard lift for an infrastructure first team.

Noble fixes the demand side. Consumer-first by design, they take the subscriber relationship off Helium's plate entirely. Helium gets to stop competing with T-Mobile for eyeballs and focus on what it actually built.

The more interesting question now: does Helium use this to accelerate the carrier offload playbook? AT&T and Movistar are already offloading traffic onto Helium hotspots. In Q4 2025, carrier offloading drove ~44% of daily Data Credit burns. DC burns exceeded HNT emissions for the first time that quarter which was the first real signal the deflationary model works at scale. With the MVNO off the table, what does the pitch to carrier 3 and 4 look like?

Helium built the network first and looked for customers second. That sequencing created real friction.

This acquisition returns Helium to a pure infrastructure play with consumer demand handled by a specialist.
#Helium #DePIN #HNT #Tokenomics

[Helium Mobile ☁️ @helium_mobile]

🚨 Big news: Helium Mobile has been acquired by @andrewyang's @joinnoblemobile

Noble Mobile shares our core belief that connectivity should be affordable and accessible for every American. By joining forces, we can deliver on that promise for more people than either of us could alone, with an unrelenting commitment to putting money back in your pocket.

As part of the deal, Noble Mobile will also use the Helium Network, expanding coverage for all of its subscribers across the US.

Current Helium Mobile subscribers: your phone number and service aren't going anywhere. We've built this transition to be seamless, with the same nationwide 5G and Helium Network coverage you experience today.

Full details: https://t.co/u0HybgMOH6