Jonah
@jplat12
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DePIN bull, creative real estate investor, long Miami
Miami, FL
Joined January 2014
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1/x Some thoughts on
@punkscomic
after the Adidas partnership was officially confirmed yesterday 🧵
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Coming off of a productive discussion with congress last week, this is a scripted panel created to incite fear and misinformation. Very disappointing
Unfortunately we’ll have to wait until 2024, but I think Sen. Warren has been added to the
@twobitidiot
take down list
Stablecoins pose risks to consumers & to our economy. They’re propping up one of the shadiest parts of the crypto world, DeFi, where consumers are least protected from getting scammed. Our regulators need to get serious about clamping down before it is too late.
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1/ Today is my last day working in IB, and I am incredibly excited to be moving over to build within the
@helium
ecosystem (announcement soon)
I have been a miner, investor, and community member in Helium since mid-2020, and believe this project is a generational opportunity 👇
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$HNT upcoming catalysts:
- KuCoin trading begins tomorrow
- other retail exchange listings likely not far behind
- 1000:1 redenomination to be implemented
- first 5G data usage beginning and rapid onboarding of 5G gateways
- more concrete info around DISH
Big month ahead…
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$HNT now the top performing asset in the top 100 on 7D and 30D timeframes
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1/🧵Why Quantum Art is the next blue chip NFT project
👨👨👦👦Great Team
✍️Curated Platform
📸Minting Experience
💎Strong Collectors
🚀NFT Photography Boom
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DeWi summer will hit all at once and you’ll be sorry you weren’t more exposed
Something like:
-
@helium
new carriers announced, first 5G data on chain
-
@PollenMobile
quickly scales its network to 5k+ units
-
@DIMO_Network
and
@Hivemapper
ship to huge interest
Get ready anon
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$HNT seems ready for rebound
Announced within the past month:
-
@helium
Series D led by Tiger Global and FTX Ventures
-
@Open5G
Series A led by Samsung and Qualcomm
-
@BOBCATiot
new 5G gateway coming
And upcoming:
- April: Helium WiFi 6
- May/June: 3rd/4th 5G roaming partners
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This 2 year old thread has been getting new attention over the last few days
conceptually this is still mostly true, and
@helium_mobile
has developed quite significantly since then
DePIN will be a top narrative for this bull market and $HNT is the category leader. Watch out…
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I am expecting the $DG token redenomination to be an incredibly bullish catalyst for
@DecentralGames
, overcoming unit bias for new holders. This team has already shipped a fully working, metaverse-native P2E game, and you can still get in at under $200M MC 🤯
We are officially live with:
- 1:1000 $DG Token redenomination and migration (token split)
- DG Governance V2: xDG featuring auto-compounding of rewards
👉 Read the full announcement and migrate your $DG here:
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7/x Lots has happened with
@pixelvault_
already, and with $PUNKS, $POW, sidekicks, PV token, the entire
@MetaHero_
game, more giveaways, and I’m sure some surprises 👀 yet to come, there’s lots more excitement on the horizon. Congrats to current holders and only up from here 🚀
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2/x First, just take a step back for a second. Even though it’s been a wild year in NFTs, it’s only been 7 MONTHS since Punks Comic
#1
first minted and the project was born. To build from scratch and then have an Adidas partnership in that short of a timespan is very impressive.
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Notice who isn’t panicking when there’s a market drawdown
OGs in the space are only OGs because they stomached every other previous drawdown
Long term investors have deep conviction. Price fluctuations are meaningless
Builders are building head down regardless of price
WAGMI
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The new Helium sub DAO HIPs presented today make me even more excited about the future of this project
Building the largest decentralized wireless networks in the world is not an easy task, but
@helium
clearly has the skilled team and incredible community to accomplish it
LFG
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Lots of great updates on
@helium
5G in this thread
Biggest takeaway - there is a US Tier 1 MNO (one of AT&T, Verizon, T-Mobile) already past initial discussions with FreedomFi and working on roaming logistics 👀
The FreedomFi
@Open5g
AMA replies are in, major thanks to CEO Boris
@zer0tweets
for answering 45 questions across 9 pages. For anybody remotely curious about
@helium
5g there’s a ton of exciting things to unpack. Link + my 🧵 takeaways 👇
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I remember reading my first Messari crypto theses in 2021 where Helium was just barely mentioned
Now DePIN has its own sector report
And the real fun hasn’t even started yet
Decentralized Physical Infrastructure Networks (DePINs) use crypto-incentives to efficiently coordinate the buildout and operation of real-world infrastructure.
The ecosystem has grown to over 650 projects in 2023, spanning various subsectors:
💻 Compute
🤖 AI
🛜 Wireless &…
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What an unbelievable experience it has been watching this come together
Been part of the helium ride since 2020 as an IoT miner in the first 5k hotspots
Huge bumps and heavy criticism along the way
@amirhaleem
and team have stuck with it and built an amazing company
Pumped to…
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2 months and 1000 ETH in volume later, I wanted to reshare the thread I posted about
@QuantumNFT
during its first week
So great to see what
@justinaversano
,
@jonaslamis
,
@kgpnyc
, and the rest of the team have accomplished in such a short time and excited for what is to come!
1/🧵Why Quantum Art is the next blue chip NFT project
👨👨👦👦Great Team
✍️Curated Platform
📸Minting Experience
💎Strong Collectors
🚀NFT Photography Boom
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Y’all should start acting on more of my alpha
$HONEY
The market has not yet fully appreciated that
- Hivemapper has successfully incentivized drivers to map through tokens
- This aggregated data is highly valuable to certain businesses, some of which are already paying customers
- This customer spend puts upward pressure on $HONEY
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It’s amazing how little attention DeWi is getting from the crypto space
There are now *5* announced cellular DeWi projects
-
@helium
5G
-
@PollenMobile
-
@XNET_Mobile
-
@REALLYWIRELESS
-
@karrier_one
Multiple are saying paid data transfer by Q2 ‘23. Real traction is close…
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If you want to understand how quickly
@helium
is going to become a major player,
@Open5G
alone will put out 10X this amount of 5G small cells this year. Hard to bet against the decentralized model disrupting legacy incumbents. $HNT
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The
@helium
economy is rapidly expanding
So far we have seen:
Hotspot manufacturers
Tracking/management software
Hosting services
Placement/setup consulting
Antenna/accessory vendors
Staking providers
Sensor/solutions businesses
So much real world economic value being created
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3/x Everything
@pixelvault_
and
@MetaHero_
basically cements itself as blue chip NFTs. Although this was becoming clear over the last few months, the risk of the project not succeeding has been significantly minimized. Web2 choosing you as a representative of the metaverse = GMI
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@KyleSamani
@UpOnlyTV
@cobie
Why Helium gets so little coverage despite it being arguably the best real world use of blockchain in all of crypto
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7/ If you are working or building in the Helium ecosystem in any way, please reach out - would love to hear from you and connect about your plans
I am looking forward to this next chapter for me and am excited to help push Helium forward 🚀
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6/x👆 PV has found the secret sauce for rewarding its holders - comic minters -> mintpasses, planet minters -> extra planets, mintpass holders -> chance at cores. All of this has created an extremely loyal and engaged base. It’s safe to think that new collectors will be intrigued
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23/x Many crypto projects will need to make a market for their product, and some will surely succeed
But Helium’s distributed model is the most logical solution to the existing, intrinsic, and highest value problem the telecom industry will ever face
Hard to put a price on that
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The flywheel is kicking
Wow! We’re experiencing an incredible surge in sign-ups!
Our system is currently handling a high volume of requests and we are working to complete your subscriptions as quickly as possible. You can continue to sign-up and we will send an email when your SIM card is ready.
We…
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Over the next 6-12 months, there will likely be a large dispersion of returns within crypto
Institutional money entering the space will be looking to identify cash flow generating projects with large TAMs, just like in equity markets
@helium
will probably get some attention
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4/x PV becomes a bigger talent magnet.
@Gfunkera86
@beaniemaxi
have already built an incredible team that has delivered. But getting a known brand on opens up the door to so much non-crypto native talent that would not have hopped over to Web3 without feeling some job security
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Imagine if AT&T somehow compensated you for providing your location to them 24/7 to make their $125b network more efficient
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11/x FreedomFi alone has taken 40k orders for 5G gateways, which it expects to fulfill by the end of 2022
This itself would already be a significant shift in the 5G landscape in the US, considering Verizon will hit just 30k small cells by the end of 2021
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5/x PV grows its community/holder size by 10X in the near term. The project now consists of 1000s of different NFTs, with the cheapest entry at ~$500. There is something for everyone- collectibles, PFPs, governance tokens, and community ownership 👇
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Slowly then all at once
My $5 a month
@helium_mobile
plan just paid for itself for over a year in $MOBILE earning for participating in mapping in the background and god it feels good.
First time I've tangibly seen a world where my the science fiction version of crypto came to reality.
A world where…
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@Gfunkera86
@pixelvault_
@beaniemaxi
have received lots of questions regarding the upcoming
@MetaHero_
Planet DAO snapshot. This graphic should help with that decision. Will be publishing some more Pixel Vault calculations soon! *this is not financial advice, please DYOR!*
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“Get ready to pay more for your telecom service”
Actually, get ready to pay less
@helium
@PollenMobile
#DeWi
"We are not raising our core service prices, but we have reviewed and are adjusting our prices for ancillary items to be more reflective of our costs for those items if the subscribers opt in," Bill Baker, of
@nxlink
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There is a high potential DePIN project out there
- with 5M monthly active users
- solving a key problem
- already making revenue
… and under $5m market cap
Alpha soon
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My reply guys would tell me that no one wants to set up hotspots anymore because rewards are down, the network is broken, and no one wants to use Helium
Doesn’t seem to be the case. LFG
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15/x As this thread well outlines, Helium’s distributed model makes deploying coverage significantly cheaper. These savings are passed on to the end user, resulting in Helium charging <$1/GB for data usage vs the current ~$5/GB industry average
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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@Jason
Please check out
@helium_mobile
, it’s a working cell plan offering $20/mo unlimited coverage. Adding 1k subscribers per day. Partnership with T-Mobile.
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🔥In case you’re behind on things re
#NordStream2
…..Here is a summary that will leave your jaws dropping.
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The past few years of
@helium
are just the start of what will be a multi-decade change in the telecom industry. Great read from
@DAnconia_Crypto
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Who is
@consensus2022
?
Looking forward to the
@helium
happy hour and Helium House events!
#Consensus2022
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22/x It is fair to be skeptical of the network when lots of $HNT is being mined with little actual data usage
But this is a innovative technology with massive potential and should be treated as such
The problem and solution already exist, all that’s left is the execution
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Listen to Mr. Wonderful
@kevinolearytv
$HNT
Shark Tank investor Kevin O'Leary (
@kevinolearytv
) is so bullish on crypto that he said 20% of his portfolio is in crypto and blockchain investments, and said he owns
@ethereum
,
@solana
,
@helium
, and
@avalancheavax
.
(via
@BusinessInsider
)
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The market has not yet fully appreciated that
- Hivemapper has successfully incentivized drivers to map through tokens
- This aggregated data is highly valuable to certain businesses, some of which are already paying customers
- This customer spend puts upward pressure on $HONEY
The number of daily active dascham mappers and AI trainers hit new records in December.
It's showing up in our metrics as we experience accelerated growth 📈.
Our global map🗺️:
6.6M unique road km mapped
100M total road km mapped (around the corner)
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IMO this is the next market trend
NFTs proved viable for digital gated access and now will be implemented for physical world gated access as the tech gets better UX/UI to onboard users
Already invested in
@Flyfishclub
and excited about + watching
@LinksDAO
and
@e11evencrypto
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@Zeneca_33
@SolariansNFT
@PunksOnSolana
I don’t think first project really matters tbh, it’s whatever gains strong traction and is a unique SOL project.
@SolanaMBS
has been the best PFP from what I’ve seen and
@FraktArt
is the art blocks similarity on SOL
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17/x Sounds like an attractive proposition, right?
DISH agreed, announcing a partnership in October to leverage Helium to fill "soft spots" in its 5G network. This deal definitely shows some real interest in the Helium model from major industry players
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10/x So, how does Helium fit in to all of this?
Just at the right time, Helium is building out its own small cell network. After partnering with FreedomFi earlier this year, 5G nodes are being produced and over 1k have already been added to the network
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Debriefing the Adidas NFT drop
🧵1/x The
@adidasoriginals
NFT drop yesterday was definitely a historic one. Why I think it was well executed and some other things to think about for corporations looking to get into NFTs👇
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One day left to enter the hotspot giveaway!
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9/x In summary so far:
- 5G rollout has been delayed in largely due to unclear ROI for telcos
- More locations needed for 5G = lower ROI on most sites
- Telcos have focused on wider coverage sites first due to better economics
- Small cells are a necessary part of the 5G future
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5/x In simple terms, the telcos are only interested in expanding their 5G coverage if it makes economic sense.
But, because 5G requires more density than 4G (estimated at ~3-10X the # of locations), the ROI on developing these sites is not attractive
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Just contributed to the party bid for
@theRAWdao
. This is a great chance to get in with a team contributing to the future of NFT photography and own a fraction of a historic
@justinaversano
piece!
GM frens. It’s time to party!!! Join the bidding and be rewarded with a bonus membership to the
@theRAWdao
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3/ Great Team
Quantum is co-founded by
@justinaversano
one of the pioneers of the NFT photography space. Justin understands the space well, having found success with his Twin Flames collection, recently featured at Christies and sitting at ~200ETH floor 🤯
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10/x
@multicoincap
released videos from the recent Multicoin Summit.
Check out the great discussion about Helium and
@Hivemapper
with
@amirhaleem
and
@aseidman
There are a lot of projects that excite in crypto, but fewer that do so while straddling the on-chain and corporeal worlds.
@amirhaleem
and
@aseidman
sat with
@TusharJain_
to talk about
@helium
and
@Hivemapper
.
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12/x But this is likely wildly underestimating the upcoming growth of Helium 5G. The Helium incentive model has already proved to be strong, getting the LoRa network to ~400k hotspots in under 2.5 years
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13/x Helium 5G will use a similar incentive model to LoRa to grow rapidly. With dozens of manufacturers getting scaled up now, it's not crazy to think we see 100k+ 5G nodes on Helium at the end of 2022 (COO
@fmong
said even 300k would be "easy")
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4/x The research around that last issue is becoming more conclusive. Just a few months ago, a major report was published claiming that for telecom 5G investment, “Return on investment will be challenging unless they share the cost with other operators"
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@amirhaleem
People can’t comprehend the use cases until they emerge, and then won’t be able to imagine life without them
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$SOL went from $37 to $191 in 1 month this summer. Just saying
$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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@BowTiedBull
@MoneyGram
@TheHashmasks
Wait till this gets picked up by an equity research analyst trying to figure out how to model it in to company projections
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Probably nothing
Game with GPUs. Mine with these instead. A
#freedomfi
@helium
#HNT
miner with a 4G outdoor small cell, capable of creating a decentralized 4G network using your router with little power draw and NO video cards. Available at
@CalChipConnect
#CES2022
#ces
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Just a reminder that the main carriers are deeply struggling with rolling out 5G
In time, they will see roaming on
@helium
as a way to extend coverage at low cost
DISH is already on board, and I wouldn’t be surprised to see AT&T, Verizon, and T-Mobile all join this year as well
NEW
AT&T said it WILL NOT cover up to 75M people with C-band by the end of 2022. AT&T's Chris Sambar blamed supply chain issues.
It's worth noting that Sambar recently took over from
@MoKatibeh
, who abruptly left AT&T for RingCentral earlier this year
$T
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The amount of recent bullish news is insane. Can you imagine last March thinking:
- Goldman would offer OTC crypto options
- Bridgewater would back a crypto fund
- an NFT brand would raise at $4bn valuation
- El Salvador has $1+ bn in demand for BTC bonds
Anything I’m missing?
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20/x What does this mean for Helium? We already know 5G has huge potential. Only looking at cell phones:
- 5G smartphones will hit 1bn in 2022 and grow 3x through 2026
- The avg. 5G user consumes 15+ GB/month of data and is expected to continue growing
The TAM is enormous
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2/x Well, after testing for network speeds over the past few years, there was shown to be almost no improvement from 2019 to 2020. And although there was some change in 2021, nationwide coverage is still very spotty and unequal
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@RichhomieconE
@helium
I just got my miners after waiting 9 months for Nebra… now barely .1 HNT per day. I put my life savings into this project and everyone promised guaranteed 10x returns… now have to move out of my Miami penthouse because no earnings. Can devs do something
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16/x To catch us up again:
- Carriers will need small cells for added 5G density
- Helium is rapidly building out a massive 5G small cell network at no cost to these carriers
- And these carriers can use this network at around 1/5 of the current industry prices
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@beaniemaxi
Curious to see what the strategy will be. For example, you can spend 5 ETH on a single Mercury token and get one Mintpass
#2
, or with the same money buy 10 Uranus/Neptune tokens and get 10 Mintpass
#2
. So question is do you go after low supply tokens or aim for more mintpasses?
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I am so bullish DeWi it’s actually unhealthy
The space
a) is growing in number of quality projects
b) has a <2 year path to meaningful revenue generation
c) will see stronger investor interest in this crash due to its real world use cases
See you on the otherside
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Lesson learned from last crypto cycle is that everything is narrative based
Successful projects gain traction with a simple pitch of what problem they solve, easily digestible metrics of current traction, and some level of interaction with the tech beyond just holding the token…
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