Dylan Bane
@dylangbane
Research Analyst @MessariCrypto | Prev: @Princeton, @TrowePrice | Co-Founder @pton_blockchain | NFA | DePIN is the Frontier
Own your robots. Decentralized Physical AI (DePAI) offers an alternative to centralized control of robots and the Physical AI infra stack. From real world data collection to Physical AI Agents operating robots deployed by DePIN, DePAI is well on its way. @MessariCrypto 🧵
Today in DePIN: - @Blockworks_ releases a DePIN dashboard on @GEODNET_ and says more DePIN coverage is coming - @dawninternet locks in @helium & @ArciumHQ as black box partners - 20% of the supply of @xnet_fdn tokens are staked & locked - @dylangbane releases his takeaways…
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…
DePINs should urgently restructure revenues to unleash their anemic tokens Most DePINs larp as "decentralized" while most revenue goes to an equity entity Follow leaders like @HyperliquidX and @pumpdotfun so people care about your DePIN
Might DePIN be the bottleneck breaker for one of this century’s biggest economic shifts? Over the past two decades, we’ve witnessed three tech shockwaves that tore up the rulebook: 2007 – iPhone: Mobile became the remote control of life, birthing an app-driven economy. 2009 –…
In the age of AI, DePIN provides passive income and capital ownership to anyone as labor loses its value. The black box is the perfect starter DePIN unit to maximize earnings from digital resources (bandwidth to compute) offering a path towards independence from gov UBI.
Introducing the DAWN Black Box Coming soon
STSP: July 2025 The Enterprise team dives into the PUMP ICO, Hyperliquid’s breakout moment with Phantom, trading infra, and Solana’s role in the evolving on-chain stack. 1:31 Macro & Bitcoin 10:10 Crypto Week 11:50 PUMP & Meme Wars 34:19 Hyperliquid vs. Others 47:27 Helium…