Why is @helium trading below the Burn-to-Mint Equilibrium (BME) price when the fundamentals look so damn good? The short answer is a mix of the alt market being in the dumps and the mechanism being used to bring off-chain revenue on-chain avoiding the immediate buy-side demand

This is my formal invitation to all the @zcash homies to take some profits and come on over to @helium for your next 20-bagger. Long live real projects making real progress.

Sometimes you ask and you receive.

I support anything that takes low value add @helium rewards and provides the community optionality in the future with those rewards. In short, PoC is of limited value, so put those rewards in a bucket and redistribute them when or where needed. FYI - @chrisferebee is as deep in

Multiple people (including my own flesh and blood @charlesfayal) came out of reading this thinking I was saying @novalabs_ or @HeliumFndn was selling tokens, which was negating the BME. I don’t know how that interpretation arose but if anything Nova is a massive net buyer of

At $50k daily network revenue, the max issuance of @helium tokens declines every day it’s below $30. It would be like $BTC going from 21 million max tokens to 20.9 million, then 20.8, then… And revenue has been growing 5-10% monthly. Do with that information what you will.

Can we stop with this madness?

It seems like every damn software is increasing price by 30% or more. I assume it’s to cover AI bills, but c’mon.

Imo, one of the biggest bang for the buck things @helium / @HeliumFndn could do is set up deployer training camps. It could be remote or in person (latter is better). People would have to apply and they’d come out of it learning how to sell to biz owners, set up

I always tell people that if you want to do food/bev retail, raise $1 m. If you’re in RTD, raise another. That’s to get initial traction before raising larger rounds. It’s a brutal space, but I do think the pendulum will swing back now that the funding in the market isn’t as

I was thinking about getting a @WorldMobileTeam node as a test and was pointed to https://t.co/4E5tAMimwD. Is that a legit reseller? Is there any difference between getting it from them and getting it from a drop? Why bother with the drops if they’re the same?

I’d love to see @amirhaleem from @helium and @CloverNodes or whoever is best positioned to discuss @WorldMobileTeam do a spaces together. It would be insightful at the least.

Deploying @helium WiFi units may be the easiest at to build a $100k a year semi-passive income right now. Any other examples that have comparable ROIs on cap-ex and/or time? The one barrier is a little hustle and willingness to talk with business owners. Hmu if anyone has

Anyways, that's my two cents on the state of things. Either way, I think nature will heal and price will trend toward and above LTEP, but damn would it be nice to see that buy-side pressure today.

I suggest one of two things: 1) If Nova can buy (as in they're willing to buy) the needed HNT on market, it would close the gap. @amirhaleem has already hinted that this may be the case soon. 2) If Nova is going to take it out of their treasury, I think it would be best to

Don't get me wrong, it's absolutely f'in amazing that @novalabs_ is bringing off-chain revenue from their @helium_mobile service on-chain and in the long run there will still be less total HNT around, so it's still a huge net positive. It just doesn't have the immediate impact

But the short term stuff is really weird because total issuance is flat and sometimes deflationary because daily burn is close to daily issuance. You'd think the buy side pressure of buying HNT to burn for data would have a larger impact on price. The issue is that most of

The current Long Term Equilibrium Price is ~$30 and obviously we're not trading at $30 right now. (see details on the equation here: https://t.co/zHWjBwtryk) It's not that surprising, because current issuance can outpace current burn even at LTEP. The point of the equation is

I won't get into the alt market stuff because markets be markets and sometimes it's an uphill battle. What is shocking is that we are not only below the long term equilibrium price, but occasionally the short term equilibrium as well. In other words, we're deflationary, which