Deezy 🎈

CEO and Co-founder @Nebula_netwrk | Data Analyst | Crypto Enthusiast

[Deezy 🎈 @zach_denton1]

@bigshaan @XNET_Mobile @fractalsdotfun 🚀

[bigshaan @bigshaan]

tl;dr- I’m going all in on DePIN.

I’ve recently left @XNET_Mobile to fully focus on bringing @fractalsdotfun to life.

im doubling down on depin. outside of innovation in defi, icm, and stablecoin adoption, I still believe the best pockets of asymmetric upside exist in this sector. depin protocols have access to the largest end markets ($1T+) — telecom, energy, compute, etc. the larger players in the space have already achieved PMF and are only really supply-side constrained right now. over this cycle, I expect to see revenues injected back into protocol-native tokens at levels comparable to pumpfun and defi protocols that we've seen today.

everyone has their own unique journey through this space, and I’m happy to share a little piece of mine. am a big believer in the intertwined fabric of the universe and how it shapes our realities. the people i have met along this journey have been there for a reason, and I want to shout out a few of them.

I entered crypto in ’21 when @richhomiecon introduced me to the concept of Helium. A year later, I gained so much conviction in DePIN that I left behind my degree in the sciences and my admission into dental school. Deeply thankful to the guys at @EV3ventures for mentoring me at such an uncertain time and helping me take the leap to pursue a career in the space.

For most of the last 3 years, I’ve been in the trenches with @XNET_Mobile. From just a few nerds with a dream to now working directly with the largest telco in the United States, it’s been a rollercoaster — full of some of the most valuable life lessons and experiences I’ve had the privilege of witnessing. I can’t say enough about @rdevaul — beyond listening to him rant about niche novel tech, his perspective on balancing work, relationships, and life, while simply being a good human who can make others believe in something greater than themselves, was truly inspirational.

and yes, I’ll remain one of the most vocal XNET bulls on the timeline. The group there doesn’t accept defeat under any circumstances. gmnet, baby. (re: XNET’s involvement in Fractals — it’s an entirely independent project, but yes, we’ll be injecting significant liquidity into the ecosystem)

Alongside building in DePIN, I’ve also been able to take a deep dive into the on-chain world. Going from not knowing how much influence anons on the internet could have to doing deal flow with them and hanging out at random spots around the world was transformational. Outside of their pfps, these are people I look up to in real life — mostly for their humility, willingness to help, and ability to make others believe in something: @avotoast @ExitLiqCapital @blknoiz06 @rodeo_crypro @crypto_iso.

Living and breathing on-chain for some time ages you quick, but it also shows you who’s in the space for genuine reasons.

For the past few months, I’ve been in full founder mode building @fractalsdotfun alongside some of the brightest devs I’ve met in this space. The idea of tokenizing DePIN emissions and allowing global liquidity to participate in these networks isn’t new — just one that hasn’t been executed yet. After seeing one of my cofounders bouncing off walls hearing the idea again, I knew it was time to send it.

@solana is home to ~2M DePIN nodes across projects and distributes ~$400M in rewards to participants annually. The vision behind Fractals is simple: most of these projects in key sectors only have a supply-side issue. Demand is unlocked and limitless. Mining these projects (if you know what you’re doing) still provides one of the highest consistent returns in crypto.

Fractals is selling the picks and shovels for the inevitable global movement that’s about to melt faces as DePIN onboards the next few billion users to Solana.

We've already made a lot of progress:

-sold about $30k GMV
-integrated both $xnet $geod, $hnt should be live in a few days
-exploring pre-tge depin support on our platform

Finally, a DePIN project that can move at crypto speed.

DMs are open if you would like to enter the arena with me. 👁️

gfrac

[bigshaan @bigshaan]

All power is within you; you can do anything and everything. Believe in that, do not believe that you are weak; do not believe that you are half-crazy lunatics, as most of us do nowadays. You can do any thing and everything, without even the guidance of any one. Stand up and express the divinity within you.

- swami

[Joe McCann @joemccann]

$78M moved the price of $SOL nearly 5% in 10 hours.

Guys, they have over $1B+ to buy.

[Joe McCann @joemccann]

The @anza_xyz team is cracked AF

[Kwikiriza samuel Wamananu @WamananuSamuel]

🧵MSTY, MSTR & BTC: The Holy Trinity of Financial Freedom
— While the World Scrolls, We Print”
Why Bitcoin is the last real money,
MSTR is the holy vessel and
MSTY is the Trojan Horse to wealth.
The masses don’t know. They never do.
Let's unpack🧵👇 #BTC #MSTR #MSTY

[Blockworks Data @BlockworksData]

DePAI: Decentralized Physical AI, Robotics, Spatial Intelligence, Real World Agents, and DePIN’s Next Frontier

https://t.co/1fjss2CeTc

[Dylan Bane @dylangbane]

Helium’s monthly DC burns are up 86% since January, annualized revenue surpassed $32M, and cumulative subs just cleared 300k.

Yet HNT is down 63% YTD.

With an August halving, LatAm expansion, and MHNO alignment, a rerating may be in play.

@messaricrypto 🧵

[MartyParty @martypartymusic]

Breaking: #Texas governor @GregAbbott_TX signs #SB21 Strategic #Bitcoin Reserve into Texas State Law.

Bravo sir.

https://t.co/3HjEk2LMy2

@SenLummis @GOPMajorityWhip

[Zoran Kole @captain_kole]

My only true possessions are my actions.

I cannot escape their consequences.

[Helium🎈 @helium]

Not to flex, but Helium did a 138% growth quarter and @MessariCrypto noticed 🧵👀

1/ “By the end of Q1 2025, the Helium Network had transferred over 1,140.9 TB of offloaded data… a 138.6% QoQ increase.”

that’s nearly 2× quarter-over-quarter growth in carrier-level data traffic, showing massive demand

[Deezy 🎈 @zach_denton1]

@player2accepted @yarbro_o

[MartyParty @martypartymusic]

#Solana Validator Update: @JupiterExchange moves to #9 and is running @jump_firedancer v0.503

[Amir Haleem @amirhaleem]

the @helium world dashboard now shows which Hotspots have been selected by which carriers for data offload, between @ATT @TMobile @googlefi @wefi and @Movistar 🔥🔥🔥

[Amir Haleem @amirhaleem]

1 million+ individuals have used the @helium network today, most of whom won’t even know it was happening. @ATT @helium_mobile and subscribers from other carriers automatically join the Helium network when in range, sending and receiving data through community-owned hotspots who get paid per gigabyte for the data

next up will be focusing on creating more overlap between Helium Mobile subscribers and Helium network coverage

what an amazing milestone, and what a journey 🙏🏽

[Alex Scott @afscott]

it's not even close: 87% of all transactions happened on solana this week. that includes sui, near, polygon, ethereum, avalanche, aptos and TON.

if you are building a consumer app then there is no other choice.

[Deezy 🎈 @zach_denton1]

Adoption.

[Hivemapper @Hivemapper]

We’re proud to see @Lyft relying on our network to help build and maintain its maps.

The best ride hailing marketplaces want the freshest map data.

[SolanaNews.sol @solananew]

🚨BREAKING: SOLANA DEPIN @helium HITS 900,000 DAILY ACTIVE USERS!!!🚨

- ETF Guaranteed
- Firedancer not priced in
- More users than all chains

[Zoran Kole @captain_kole]

Strong opinions, loosely held.

[MartyParty @martypartymusic]

Treasury News: I will be posting these as we move from QT to QE so you can see how this works.

Notes: As you can see these agencies are ANCIENT and use typewriters still while the world tries to go digital they remain in the past. Also, look how obscure and complex the details are on purpose.

Today the auction is $42b of 10 year bonds. I will post the results and show analysis so we can learn.

https://t.co/4Jw9IjWkqL