Nick Carp 🟪/acc
@0xMetaLight
Research @Blockworks_ | Cooking @DePINUnleashed
I'm excited to announce that I have joined @Blockworks_ as a @blockworksres Research Analyst! I want to give a huge shout-out to Amanda Lentz, @_ryanrconnor and the entire Blockworks team. Your support and insights throughout this process have been critical, and I truly…
Friendly reminder that @blockworksres called $HNT at $2.30, just before it ran to $4. Now at ~$3.30 as the broader market sells off, but still outperforming the vast majority of the DePIN sector. Halving coming August 1st. See you on the other side.
1/ Halving tailwinds are building for Helium. Annual HNT emissions will fall from 15M to 7.5M tokens on August 1 2025, tightening supply just as demand ramps.
DEPIN IS CYCLE AGNOSTIC
Catch @0xMetaLight on today’s @DabbaNetwork space happening now👇
Today in DePIN: - @blockworksres publishes a report on @USDai_Official highlighting how the DePIN/Ai Financing protocol helps networks scale supply faster - @helium moves over 10 petabytes of data since inception - @DabbaNetwork closes a massive 5k hotspot enterprise deal,…
Asking operators to get diluted without offset is a growth killer. Alternative: split revenue → % to buybacks, % to growth. Set a floor and lets the network breathe. Or just only emit tokens for USEFUL work, and cease buybacks all together.
Some thoughts on restructuring DePIN revenue. TLDR: - Maximize onchain revenue transparency and route all payments through a verifiable treasury before covering offchain expenses. - Delay buybacks and reinvest earnings into growth. - Enable independent gateway organizations…
.@_ryanrconnor had a LOT to say about @sydney_sweeney today only on @0xResearch
Open source may catch a bid here
1/ Decentralized AI training is shifting from impossible to inevitable. The era of centralized AI monopolies is being challenged by breakthrough protocols that enable collaborative model training across distributed networks.
DC burn up 91% since March. This is how you build a sustainable crypto business.
A look at Helium: the much needed proof that crypto can have real utility blockworks.co/news/helium-cr…
Shaunda w/ the alpha Must follow
1/ @Pear_Protocol, a market-neutral, relative-value trading platform, has strategically pivoted to integrate with HyperCore. We break down its recent funding round, potential tokenomics shift, volumes, and valuations:
Sources: USDAI: x.com/USDai_Official… Helium: x.com/fmong/status/1… Dabba: x.com/DabbaNetwork/s… DAWN: x.com/dawninternet/s… Nick's Research: x.com/0xMetaLight/st…
Another one: x.com/dawninternet/s… Welcome @BlockcastNet
Another one: x.com/dawninternet/s… Welcome @BlockcastNet
Rough @dawninternet Black Box salt sheet based on retail hardware cost estimates, highlighting the most likely NVIDIA GPU models. - We can estimate that the DAWN DPDK + VPP based router components are worth around $400-$500. - Dawn is selling these devices with "single-digit…
InfraFi is here to stay
1/ 🟪 Excited to see the latest @BlockworksRes report highlight USD.AI Key insights: - How we're tackling multi-billion AI infrastructure demand - How we support redemption liquidity with QEV auctions - Our early traction w/ $50M TVL in beta