Nick Carpinito
@0xMetaLight
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Research @blockworksres / @Blockworks_ | Cooking @DePINPulse
Joined December 2021
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
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Helium is about to break into Solana's top 10 projects by weekly revenue.
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Tap in around the 5 min mark if you want to see me get flamed for selling my ORE bags
LIVE: Chop City, CMT Digital, Daniel Smith | 0xResearch
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V2 is where the magic happens ☀️ Thanks @0xMetaLight for your analysis and for covering Glow in @blockworksres' latest Flashnote 👇
1/ Glow scaled from under $100K to $20M+ in solar deployments in under 12 months, but V1's rigid carbon-maximizing design excluded most participants. V2 redesigns the protocol to democratize access while preserving competitive efficiency.
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@GlowFND @blockworksres 8/ For our full analysis, subscribe to @blockworksres and check out our latest Flash Note: https://t.co/9693GMSw51
app.blockworksresearch.com
Glow V2 aims to transform the protocol from a capital-intensive solar deployment system into an accessible platform with open participation. The upgrade introduces a Mining Center that enables retail...
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7/ Glow V2 represents a fundamental evolution in DePIN economics, moving from developer-dictated optimization toward human-directed capital allocation. GLW stands as one of the few liquid, decentralized energy assets available to retail today, with proven capital deployment at
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@GlowFND @blockworksres 6/ 32 holders controlling ~86% of staked GCTL have shifted subsidies from India-dominated V1 to four active Infrastructure Projects. US-focused regional projects now command ~71% of weekly GLW emissions.
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5/ GCTL lets anyone direct GLW subsidies toward specific regions by staking. Minting GCTL costs the square root of GLW price, and all proceeds flow into the Glow Endowment, providing protocol-owned liquidity supporting GLW stability.
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@GlowFND @blockworksres 4/ The Launchpad solves V1's deposit barrier by fractionalizing it across GLW token holders who delegate capital to farms. Delegators earn yield through deposit recovery and GLW inflation based on farm performance, with ~4% of circulating supply already deployed across 88 farms.
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3/ V2's Mining Center enables retail participation through GLW miner NFTs that produce tokens over ~100 weeks. Every miner purchase converts into cash incentives funding new solar construction.
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@GlowFND @blockworksres 2/ Under Glow V1, solar farms needed massive upfront capital for protocol deposits equal to lifetime electricity revenues. Only fossil-heavy grids like India could compete, concentrating 21.3 MW across just 3 deployments while 85 US farms produced only 1 MW combined.
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1/ Glow scaled from under $100K to $20M+ in solar deployments in under 12 months, but V1's rigid carbon-maximizing design excluded most participants. V2 redesigns the protocol to democratize access while preserving competitive efficiency.
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NEW FLASHNOTE: Glow V2 - Democratizing Decentralized Solar
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@GlowFND @blockworksres 2/ Under Glow V1, solar farms needed massive upfront capital for protocol deposits equal to lifetime electricity revenues. Only fossil-heavy grids like India could compete, concentrating 21.3 MW across just 3 deployments while 85 US farms produced only 1 MW combined.
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DePIN founders if you'd like your latest updates (beyond whatever's public) to be included in this year's State of DePIN report dm me or @dylangbane to schedule a chat
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Market structure legislation progress favors incumbents with compliance resources. Smaller exchanges and DeFi apps risk marginalization as rules standardize custody and reporting, shifting liquidity to regulated venues.
JUST IN: 🇺🇸 Crypto Czar David Sacks says there is "great progress" on crypto market structure legislation.
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The Official @OREsupply Salt Sheet Assumes a SOL price of $160, but you get the idea
$ORE miners are telling the market it should be worth $226.19 vs. the current price of $133.66 Recent @OREsupply rounds have been about 14 SOL with the motherlode at 141 SOL currently. With 1 ORE released per round and 1/625 odds of the motherlode, that an expected value of
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DoubleZero coming in hot as well
Helium is about to break into Solana's top 10 projects by weekly revenue.
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Helium is about to break into Solana's top 10 projects by weekly revenue.
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5/ The restaking layer is already taking shape. stFOGO, the first FOGO LST by @BrasaFinance, has grown from 140K tokens in early October to 178K by month end, a 27% increase as users position for mainnet rewards.
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