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DePIN is the frontier.

DePIN is the frontier

Is Bitcoin Gold 2.0? + CLOB Wars, Stablecoin Frenzy, and More The latest STSP with Dylan Bane, MONK, Kinji Steimetz, capradavis, Synth 1:01 CLOB Basics 11:40 Stablecoin Talk 17:40 Market Outlook 30:49 L1 Valuation 45:16 Pump.fun Valuation

DePIN is on discount. A select few DePINs are approaching valuations that even Warren Buffet would find attractive. Broader macro backdrop + quiet demand side buildouts unrecognized by the market are creating compelling opportunities for the discerning.

What do all these tweets have in common? 1) Some of the biggest chads & most respected institutions in the space: Santiago R Santos, Mike Dudas, Tommy, Messari 2) All of them are bullish on DePIN. And I’m right there with them, even though I agree with Meltem Demirors: 9

We’re getting DePIN the trenches. Tune in next Monday.

‘The Good, Bad and the Ugly of DePIN’ - opening slide of my Solana DeployerCon presentation Dylan Bane EV3 Sal - you guys can let me know after if I should have been an analyst 😂 Amira V Solana Foundation 375ai

The man Dylan Bane is in the room

Helium Mobile’s CAC is 10x cheaper than the industry average and you’re fading because of macro. Literal alpha Solana today. DePIN is the frontier.

We’re thrilled to have speakers like Manolis Nikiforakis from WeatherXM, Alireza Ghods from NATIX Network, Dylan Bane from Messari and others coming from abroad to help expand DePIN’s horizons to East Africa, alongside many talented local entrepreneurs, investors and regulators

Robots will run on DePAI. It’s already happening.