Connor Lovely
@richhomiecon
Followers
5K
Following
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Founder Mode @Proof_Coverage | DePIN is the frontier
Miami, FL
Joined March 2021
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Seems like big news, $HNT pumping, but what does it actually mean? How does this all work?. Let's level-set real quick with how the telecom industry works today. There are MVNOs (mobile virtual network operators) and MNOs (mobile network operators). The V for virtual in MVNO.
IT'S HERE🔥.Our nationwide $20/month Unlimited Phone Plan is now available!. The average American spends $157/month on their phone plan, but starting today, anyone in the US can join Helium Mobile & say goodbye to overpriced bills.🙌. Read the news: Sign
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1/ Deep dive on @wifimapapp (presented in PPT format). Updated with a few minor changes after interviewing Denis Sklyarov (CEO) earlier today for @coverageproved .
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PERSONAL UPDATE - I’m starting a crypto media company . BUT before we get into that, thank you to everyone reading this for following and supporting me all these years. No man is an island. Over the last 2+ years, I’ve interviewed nearly every DePIN founder out there on.
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I’m giving away this OG @helium hotspot (~$1200) to a random winner on 1/1/22, rules below!👇🏽. To enter: .✅ Follow me on Twitter.✅ Retweet & like this tweet.✅ Tag three friends . Appreciate you all 🎈
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Helium going international? Data transfer and $HNT burn going ballistic? ¿What does it all mean?. Remember when @helium_mobile launched a $20, nationwide @TMobile-backed plan about two months ago and took the crypto world by storm?. Well they now have 42k+ paying subscribers in.
New partnership alert🚨. @NovaLabs_ is working with @Telefonica to launch Helium Mobile Hotspots in Mexico! 🙌. This will allow @Telefonica customers to connect to the @Helium Mobile Network seamlessly using their Movistar SIM cards, reducing infrastructure costs while expanding
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Made my siblings @phantom wallets w USDC for Christmas and now sending them CAs. This is onboarding.
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My #DePIN bags are packed, I’ll see you in Valhalla . $HNT (decentralized wireless).$MOBILE (decentralized cellular).$HONEY (decentralized Google Maps).$IOTX (Chainlink of DePIN).$DIMO (own/monetize your car data) .$WIFI (decentralized wireless) . Not financial advice, DYOR.
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I’ll be giving away a @helium hotspot (~$1200) at 1k followers 👀🎈. Thankful for you all, 59 followers to go.
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Calling it rn, the DePIN rotation has begun. AI coins, memecoins, infra coins all had their time. No longer.
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Been seeing a lot of 🎈in Twitter handles?. That’s the emoji for the @helium community. RT and add a 🎈to your handle if you support The People’s Network & $HNT!.
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$HNT really gonna have the greatest comeback story of all time innit.
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The DePIN rotation we’ve been telling you about for months has begun
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Oh, you thought the @helium flywheel was crazy last cycle? . What if I told you that, today, you could earn $270+ a month in $MOBILE? . And that the barrier to entry was to download an app, share location, and pay $5 a month? . Not to mention the $5 you’re paying provides a
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DePIN is the most intellectually stimulating industry in the world and it’s not even close.
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Finally became a @helium_mobile subscriber yesterday. I’m using it as my sole carrier on my main phone. And it works flawlessly. The $1000+ a year I’m saving by switching from @ATT paid for a brand new iPhone 15. Bullish @helium $HNT and $MOBILE.
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$HNT is going to surpass ATHs this cycle, in spite of all the hate and FUD and doubt, because the team is building a valuable, real-world business that beats its Web2 competitors on Web2 things like price and coverage quality while providing Web3 benefits like token earnings.
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If you thought you were bullish on @helium & $HNT now, save this tweet and come back in six months… 🎈.
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This is beautiful. Global map of @helium (IoT) network usage, refreshed every 30 minutes . Thankful to the team @HeliumGeek for putting this together . $HNT
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1/ Why is the @helium network so much cheaper than alternatives?. It's mainly due to its decentralized, inverted business model that allows massive cost savings to be passed on to the user. IoT coverage is 80-100% cheaper . 5G coverage will be ~75% cheaper. Here's how. 👇.
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$HNT now up 55% on the week, YLTSI. Showing real strength against $BTC, $ETH, rest of market
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DePIN.
my best advice to crypto builders is this:. the game has fundamentally changed (and likely for good). the old playbook of building vaporware then getting exit liquidity on cexes simply doesn’t work anymore. the new playbook is - and it’s absurd to have to say this - build.
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Helium = Render.XNET = Nosana. And we all remember what happened with Nosana. Rerate/catch up trade whatever you wanna call it is happening as we speak.
if Solana Breakpoint is anything like it has been the past few years there will be a lot of alpha in listening to the talks and paying attention, i remember last breakpoint nosana was trading at like $1M before they gave their presentation on stage.
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Feels like the confluence of AI and DePIN might actually create a supercycle . AI as the brain, DePIN as the arms and legs. A complete rewiring of the largest markets on Earth . Imagine pairing AGI with crypto-incentivized, crypto-coordinated, better, cheaper, faster.
“AI agents are a multi-trillion dollar opportunity.” — Jensen Huang, Nvidia CEO
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$MOBILE has the #DePIN narrative behind it and the low price / unit bias of a memecoin in front of it. Add in the fact that it’s currently distributed to ~10k people a day (soon 100k+). You think you’ve seen viral memecoins, you ain’t seen nothing yet.
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Excited to announce I’ve joined the @iotex_io team in a BD role! . I’m looking forward to helping #DePIN founders go to market by leveraging solutions like @w3bstream_com. Thanks to @larrypang @Raullen @cbetass for welcoming me with open arms. Let’s build!
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ONE NEW DEPIN A DAY. Kanye made 5 beats a day for three summers, I'm posting one DePIN a day at 12 PM ET until we run out. What we'll cover:. - Project description.- How the supply & demand-side work.- Why it's interesting.- Things I'm looking out for.- Team background. ⬇️⬇️⬇️.
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DePIN 🤝 U.S. government!.
JUST IN: @RebeccaRettig1 cites non-financial use cases in crypto, naming @GEODNET_ as a prime example of real use cases in Congress today. #DePIN #Web3
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The @helium community agrees. Here’s what we’re doing about it 👇🏽🎈.
Bandwidth is so under utilized. You’re often within range of many WiFi routers that are password protected but not heavily used. Would be interesting if Apple or Google made a default setting on all routers to “share this internet connection with others while it’s not being used”.
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Web3 infrastructure index. @helium fees (data transfer only) last 30 days up 91%. Next closest project pictured up 2%…. When prices are down, look for fundamental strength and usage $HNT
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“Helium will never work because the ISPs whose connections they are resharing will shut them down.”. What happens when the ISP goes crypto-native and teams up with Helium?. Checkmate.
Helium and DAWN are teaming up to allow Helium hotspot operators to serve DAWN broadband internet, and vice versa.
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$HNT is gonna run it all the way back and then some. Bookmark this tweet.
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My best @DecentralGames ICE poker delegate is buying himself a new computer from his $ICE winnings. He earns ~$50 a day, I earn ~$20 a day from delegating my NFT to him. This is the power of Web3 and P2E gaming, thanks for making this possible @0xMiles & team
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Helium Inc. is now officially a unicorn with a $1.2B valuation. Congrats to the entire @helium team…one step closer to the future of wireless connectivity .
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1/ DePIN: Where We've Been and What We Still Need to Figure Out. was the title of my talk last week at Mainnet. It's also a perfect recap of what DePIN is and an exploration of where we're headed next. To anyone asking "What's DePIN?", this is for you.
Look who's speaking at #Mainnet2023!. @richhomiecone, DePIN Lead, @iotex_io will be speaking during the event!. Sept 20-22 - NYC - what are you waiting for?!👇.
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If you’re in DePIN today, you’re at the cutting edge of economics, incentive systems, and cryptography. And you get to experiment with all of these things in EVERY real-world industry: energy, wireless, mapping, rideshare, and so on and so forth. No better place to call home.
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1/ The biggest DePIN news of the week last week was undoubtedly @XNET_Mobile 👀. Background.XNET is a DePIN building wireless networks. They're similar to @helium, @WorldMobileTeam, etc. because they pay out token incentives to anyone willing to deploy wireless hardware that
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DePIN is going up only whether you like it or not. The mainstream hasn’t even heard of most of the narratives for this cycle. Tell me when your Uber driver talks about earning $HONEY from his dashcam, $DIMO from his car, mining $MOBILE from his phone, or simply aping $WIFI.
Crypto is going up only whether you like it or not. The mainstream hasn’t even heard of most of the narratives for this cycle. Tell me when your Uber driver talks about aping Sei and then we’ll think about taking some profits. Until then I buy and buy and buy. We’re so fkn early.
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Hosting a "DePIN on @base" Space Friday morning with founders and investors in the ecosystem!. @EV3ventures.@DIMO_Network.@AnyoneFDN.@AukiNetwork.@Jackal_Protocol.@ICN_Protocol.
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While the recent price action of $HNT has been painful. Don’t forget that you own a piece of 800,000+ physical devices around the globe that provide Internet connectivity for the IoT at rates 75%+ cheaper than current alternatives . Not monkey land or ponzi DeFi yield farms….
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.@helium provided the 0 to 1 moment for token incentivized physical networks. The number of innovative projects popping up now in unrelated industries (energy, car data, mapping) that build off of Helium’s model is insane.
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1. Well…today was the day. EIGHT sales above 9 $ETH for the Genesis @themetakey. Floor >doubled in a few hours as buyers #aped and no one wanted to sell. Oh and did I mention mint cost was 0.2 $ETH? . We need a #thread 👇🏽.
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Big news today from @GEODNET_! . The $GEOD token is now live on Polygon, @iotex_io L1, and @solana L1.
1/ New episode - @GEODNET_ Expands to Solana. with: @mikeahorton @richhomiecon @DAnconia_Crypto . We discuss:. - Why DePINs should consider going multichain.- How Geodnet is leading the way for DePIN demand.- 100xing GPS accuracy. Watch the full episode below ⬇️
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$HNT up a casual 31% on the week. Would love to see a breakout back up to $50 and consolidation there
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DePIN the only sector up last 30 days. Memecoins, AI coins, RWA coins have all had their time. What you’re seeing now is the beginning of the DePIN rotation. Buckle up 😎
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Beneath all the scams, ponzis, and 1000x returns, crypto explores some extremely fundamental human truths, especially around incentive systems & human behavior. The @bittensor_ "About" section by @const_reborn is absolutely beautiful writing and a reminder of why we do what we do.
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$HNT just went from 120 to 85 market cap ranking in a week. Violent moves like this remind me of the good old days. Maybe we’re back.
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.@helium is massively slept on and will be a top 20 crypto project this year, top 10 in 2023. “I can find a lot to like about Helium. Unlike many crypto projects, it’s a real product used by real people and companies every day.”.
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Who's in town for BTC Miami? @larrypang and I are hosting a DePIN breakfast Thursday morning on behalf of @iotex_io. There are limited spots, so please RSVP on the link below ASAP and we'll finalize the guest list later this week:.
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Markets in free fall. $UST depeg. $LUNA obliterated. $HNT down 80%+ from ATH’s. Meanwhile, the @helium community has a 200+ person Space discussing how to integrate various DeWi protocols and decentralize the Internet / connectivity to it. Unfazed.
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Ask not what DePIN can do for you. Ask what you can do for DePIN.
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Brb, upgrading my iPhone just to become a Helium Mobile subscriber. My current (very similar) plan from AT&T costs $85 a month. That’s $960 saved in a year. Thank you to @amirhaleem @fmong and @helium_mobile for making this possible and for starting in Miami of all places 😉.
Helium Mobile Debuts Crypto Wireless Network in Miami—For $5 a Month.►
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1/ THREAD🧵: $HNT long-term equilibrium price . Two sections: .✍️ Background & HIP-20 .↔️ Equilibrium point & price. TL;DR - $HNT must be $20 for every $1M of Data Credit burn per month or else the system will deflate the currency circulation until equilibrium is restored👇🏽.
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1/ Recent articles by @forbes @fortune on @helium & @novalabs_ are incredibly misinformed and doing their readers a massive disservice.
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My $0.02 on @helium v3: . TL;DR - it’s simple. The subdao structure is working ($MOBILE market cap & supply-side growth), we just need to be clearer about HNT utility (I advocate for a token sink) and smarter about incentive-aligned governance (HNT holders need to have sole say.
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If you thought inflation was bad now, what happens when money velocity goes back to pre-Covid levels? . Questions for Plato 🤔. cc: @BowTiedBull
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DePIN is BY FAR the sickest crypto category. You’re at the cutting edge of tech and incentive systems in…every single traditional industry. Telecom, energy, drone and street-view mapping, AI model training, etc etc . Sent a Web2 tech founder friend @getgrass_io for his.
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1/ Thread 🧵: Recent positive catalysts for Helium 🎈. 📈Network growth (Metcalfe’s law).☁️Validators & staking.🙋🏻♂️Light hotspots onboarded.📶5G protocol launch .🤑@a16z-led $111M round .🔒28% supply locked w/ validators. I’ll be breaking them all down in a thread below 👇🏽.
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3G was a primary connectivity layer for IoT devices…. Most major US telcos are shutting down their 3G networks this year or next…. I wonder where all those IoT devices looking for low-cost connectivity will go? 🤔 @helium.
NEW. AT&T, Verizon and T-Mobile all expect to shutter their aging 3G networks this year. The action will likely affect an estimated 3 million customers, according to analyst @RogerEntner
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“DePIN has no demand”.
Another strong month for the @GEODNET_ team. 1⃣ 15% m/m revenue growth.2⃣ $100K+ monthly burn (= $1.5M+ ARR).3⃣ ~9K miners deployed globally.4⃣ working with US Dept of Agriculture. Lots of folks are focused on *overnight* and *rapid* success. But the reality is big lasting
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Good day for @coinbase to list $MOBILE (noon ET) . What’s $MOBILE you ask? . Not much, just the token powering the future of wireless connectivity around the world.
NATIONWIDE AT&T, VERIZON, T-MOBILE OUTAGE AFFECTING ALL NATIONAL PHONE CARRIERS — 911 DOWN FOR MANY — BE AWARE.
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The @nytimes has 51M followers and is one of the most recognized media outlets in the world…. Today was a big day for @helium and $HNT.
"So far, not many crypto projects have had what I’d call 'normie utility' — solving problems that exist for people outside the crypto world," @kevinroose writes. But he recently discovered one that does.
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DePIN > crypto.
@RichhomieconE @Travis_Kling We will definitely see DePIN create more real-world value (for non-bankers) than anything else in the space. I really believe 5 years from now people will say DePIN more often than they say crypto.
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My rule of thumb for DePIN projects: the more P, the better. Yes it’s a higher bar but it can be worth it. More physical infra means a more defensible moat. You can’t fork hardware.
My rule of thumb for DePIN projects: the less P, the better. Anything purely physical massively increases verification costs and fraud rates, which pushes toward centralization. Verifying digital work (storage, compute, etc.) is easier and more scalable than for physical work.
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Some services need to be provided physically, in specific geographic locations (ride share, wireless connectivity). Others can be provided digitally, to anywhere in the world (compute, storage). Both services are valuable. The above differences dictate everything about the.
My rule of thumb for DePIN projects: the less P, the better. Anything purely physical massively increases verification costs and fraud rates, which pushes toward centralization. Verifying digital work (storage, compute, etc.) is easier and more scalable than for physical work.
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Smells like the beginnings of an HNT ETF in 2025 👀.
DePIN is the catalyst for mass adoption. Let’s build solutions everyone can use! @solana @helium_mobile . ICYMI: @amirhaleem on @FintechTvGlobal’s Market Movers: The Opening Bell from the @NYSE 🔔 👨🍳
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Been shouting this into the void for years. DePIN is the coolest sector in crypto and will have the most impact. What can your crypto project do in a disaster zone? . Don’t @ me.
Helium tech providing emergency cell service during Hurricane Helene unlocks yet another benefit of DePIN.
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Which other crypto project serves 350k *non-crypto* users a day without them even realizing it?.
we’re at the ATH for daily usage on the @helium mobile network. number appears to be up only, and so many good things coming in 2025 🫡
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I post about @bittensor_ @opentensor and my immediate impression is that the $TAO community is more alive and well than most other communities in crypto. @DAnconia_Crypto said they’re the NBA Youngboy fans of crypto and he was right. If you’re not repping your project, who will?.
Beneath all the scams, ponzis, and 1000x returns, crypto explores some extremely fundamental human truths, especially around incentive systems & human behavior. The @bittensor_ "About" section by @const_reborn is absolutely beautiful writing and a reminder of why we do what we do.
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In a random uber back from the Miami airport and the driver has a @Hivemapper dashcam. Study real world adoption @aseidman.
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Major $HNT news and pump on my bday. We are so back.
IT'S HERE🔥.Our nationwide $20/month Unlimited Phone Plan is now available!. The average American spends $157/month on their phone plan, but starting today, anyone in the US can join Helium Mobile & say goodbye to overpriced bills.🙌. Read the news: Sign
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“@helium / #DePIN is considered a breakout success, demonstrating “real crypto utility”. You love to see it.
Here are my 2024 predictions that I shared on @OnTheBrinkCIV weekly roundup today . absolutely not investment advice! these are predictions
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My experience mining and stacking #miamicoin - A THREAD. @mineCityCoins enabled mining for $MIA, their first #CityCoin, on 8/3. Mining occurs on @Stacks, which is essentially an L2 built on top of #Bitcoin that provides smart contract programmability.
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Gave my little brother a @helium hotspot for Christmas. Now he’s got a head start for when $HNT is the global currency of data transfer 🎈.
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$HNT hitting ATH’s everyday. Woke up this morning to this. Now #44 cryptocurrency by market cap. LFG 🎈
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All across America, both digitally and IRL, the same conversation is happening around @helium_mobile . “How do you only pay $20 a month for unlimited data, talk, and text?” . “And it’s backed by T-Mobile, so you have good coverage, everywhere?”. “Wait, people are earning $200+ of.
My wife is Savage. While troubleshooting ISP issues with our modem, the agent tried to sell her on Xfinity Mobile. In the end, my wife reverse sold the agent Helium Mobile. Check the receipts. @amirhaleem @helium_mobile @TMUSWholesale
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DePIN is a shining beacon of utility and hope in a sea of financial nihilism and degeneracy.
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