phiunit

pronounced fee | CEO of @buildingbeats | Investor and Entrepreneur in Education, Technology and Arts |

[phiunit @PhiUnit]

Sonnet 5 is AGI

[phiunit @PhiUnit]

@d0ntaeme Wait tell me more

[phiunit @PhiUnit]

today i learned that you should prompt your claude.md file to be in sync with you agents.md file at all times so both claude code and codex can work in the same folder in-sync

[phiunit @PhiUnit]

@HunterBiden @beeple Where were you when your dad’s admin was destroying crypto in the U.S. tho

[phiunit @PhiUnit]

@mrtomnguyen @aut0m8d They wouldn’t pay more

[phiunit @PhiUnit]

i literally did this

[Wise @trikcode]

You basically need to be unemployed to keep up with all this AI stuff.

[phiunit @PhiUnit]

@JBB561 @novalabs_ @helium Some interesting proposals here 🧐

[phiunit @PhiUnit]

imo Nova Labs is just shedding its MVNO experiment by selling the retail MVNO business to Noble Mobile.

this just simplifies @novalabs_ main goal BACK to growing the @helium network rather than focusing on the MVNO's main goal of growing subs

[Dylan Bane @dylangbane]

Helium is dead, long live Helium!

Andrew Yang (of all people) acquired
Helium Mobile.

The acquisition is DePIN’s most surprising and arguably most significant development this year.

What does it mean and what are the implications?

1. HNT’s TAM has meaningfully declined. As a result HNT has lower upside along with slower growth potential. No Helium Mobile MVNO revenue token burn potential means token holders can’t hope to benefit from this revenue line like they could in H2 2025.

2. Conversely HNT’s value accrual mechanics are now solidified solely through network hotspot usage, reducing underwriting uncertainty and providing a stable base for network growth. The network makes money if carriers use the hotspots - this dynamic is purer and less confusing that mixing in carrier offload revenue.

3. The main KPI to track is carrier offload usage growth which is tied to Helium supply side expansion in high value areas. If you buy Helium you’re betting it can actually expand mobile coverage more efficiently than centralized methods. This presents a far different investment profile than the MVNO business line.

4. Token holders across crypto will likely demand equity rights in tokens claiming that associated businesses will accrue their revenue to the native token. Helium’s flip flop between 100% revenue burns of helium mobile revenue to nothing within 6 months proves that investors can’t have confidence in verbal promises of value accrual.

All in all - the acquisition represents a return to DePIN roots and reveals how difficult it is for teams to run bun a DePIN and a semi affiliated derivative business.

With the focus purely on growing carrier offload the network is far simpler and easier to understand which might make investing in HNT easier even if the TAM has shrunk.

I expect that we’ll see a medium term trend across the market towards simplicity rather than complexity in these difficult crypto market conditions where sophisticated derivative business will be harder to fund.

The news is disappointing overall but it also paints the way forward for what DePINs should focus on.

A new chapter has opened in the history of this admirably ambitious space.

[phiunit @PhiUnit]

@cshdllr Lol, when I was using otter it would be good at this

[phiunit @PhiUnit]

Worked on 7 apps or games this week but my favorite was this game I made with my 6 yr old niece

[phiunit @PhiUnit]

@BobGroyp @yarbro_o @helium Wait I thought there was already open market buys?

[phiunit @PhiUnit]

@blknoiz06 wasn't that supposed to be render

[phiunit @PhiUnit]

@SergeantSol_ most logical answer

[phiunit @PhiUnit]

@BobGroyp anywhere i can read more about this?

[phiunit @PhiUnit]

@SergeantSol_ @helium I did read thru it but I’m still not sure

[phiunit @PhiUnit]

@AustinBarack @Bfaviero What’s up with helium these days

[phiunit @PhiUnit]

@HNTbandit Hope you get some rest and then come back stronger than ever

[phiunit @PhiUnit]

@lawgcryoto @HNTbandit @helium Just organic growth is already driving this