A chart a day keeps the doctor away - the thesis behind the $XNET trade. Tracking XNET, DePIN, telecom and wireless infrastructure space.dune.com/xnet_community…Joined October 2026
I'm curious where people land on this. If you ran a venue, would you take the tokens or wait two months for the dollars? 👇
I post charts and breakdowns on XNET, DePIN and wireless through the week.
It also changes who shows up.
A regional ISP, or a company that already manages Wi-Fi for 200 hotels, doesn't need to understand crypto to say yes to this. They need a rate per GB and a payment date. And they're the ones with the venues.
So think even faster growth!
I think the most underrated change at @XNET_Mobile this year has nothing to do with the token price.
Big operators can now choose to get paid in dollars instead of XNET. It sounds like a small thing but I don't think it is 🧵
#DePIN
BofA says SpaceX's Starlink Mobile is now a 3-way risk to $AAPL
1. It threatens the carrier subsidy model. ~53M iPhones a year go through the Big 3 carriers with ~$800 in promo credits each, and switchers lose that
2. A cheap Starlink phone could take share
3. A
@sjdedic Preach. Lots of small cap severely undervalued tokens out there who are starting to generate significant revenue and are aligned with distributing to tokenholders
@jackson_stokes Companies are lol. LLMs will be commoditized, frontiers are gonna need product led solutions rather than pure intelligence if the number 2 is open source and can be self hosted
We’ve been quiet while our team stayed heads down building.
That changes now. Expect more deployment highlights and an upcoming series introducing the team helping build the network.
We’ve been quiet while our team stayed heads down building.
That changes now. Expect more deployment highlights and an upcoming series introducing the team helping build the network.
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