.@SpaceX just spent $19.6B on 65 MHz of spectrum and said it will build its mobile network with small cells on rooftops instead of towers, saying explicitly, “you deploy that as you need it.” Sound familiar? The most valuable private company in the world looked at the macro tower model and...passed. Their plan? Distributed radios on buildings, deployed incrementally, close to where people actually use data. It’s an endorsement of decentralized networks by the biggest challenger to traditional telco. Do satellites solve the universal connectivity problem? Not entirely on their own. Satellites are are good at covering things like oceans, highways, rural dead zones, and disaster areas. But what physics will not let them do is deliver capacity indoors, where most mobile data is actually consumed. Satellite signals do not pass through buildings, and 65 MHz stretched across a continent cannot carry a city at rush hour. Indoor connectivity has to be built from the ground up. Radio by radio, building by building, by people who are already there. It is the hardest part of wireless to replicate and the one part satellites fall short. So to @SpaceX @Starlink @Gwynne_Shotwell, welcome to decentralized wireless infrastructure! You handle the sky and when your customers walk inside, the @helium Network is already there for a smooth handoff 🤝. Source: fierce-network.com/wireless/…

I’m voting YES on HIP-149. This is not an easy vote. It asks something from everyone: deployers accept a harder shift toward usage-based rewards tied to what mobile carriers actually pay, HNT holders accept real dilution, and Nova gets a defined runway while accepting a much higher bar for transparency and execution. I think Helium has to make this shift: retire PoC, reward actual usage, fund execution, and put real community oversight around the supplement. 141M HNT is a serious issuance. I do not take that lightly. But the updated HIP adds meaningful guardrails: a bounded mint, on-chain visibility, Council oversight, a pre-mint diligence window, and a path to reduce, pause, or halt if execution falls short. My yes is not a blank check. It is a vote for utility and accountability. It is a vote for sustainability and growth.

About a year ago, when I was asked when attention would be paid to DePIN, I predicted we would see ‘The Great Decoupling’ and that it would be the silver lining during the bear market. I believe we are seeing it happen in real time with @GEODNET and the solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu token. CT is dead, everyone’s given up, and the speculative buyers are gone, yet $GEOD is up 70% over the past three months and showing incredible strength. While the rest of the market lives and dies with market sentiment & speculation, @GEODNET has a buyer that doesn’t care about any of that; their customers that rely on the network everyday for their business. 80% of revenue generated is used for open market buys and burns. The blueprint is there. Watch for the other projects that follow their path.

I gave a presentation at the @allinsummit Liquidity Summit on June 2nd about a little known asset, solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu My blog post about it is here - kylesamani.com/posts/the-rai… And the YouTube video of my presentation is here youtu.be/fO5sC7qS04E?t=2420

One of my favorite DePIN projects LFG solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu 📡 Kyle Samani dropping knowledge on a hidden gem: solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu The precision positioning layer (world’s largest RTK network) powering the robot economy and physical AI. Strong revenue growth, aggressive buybacks/burns (80% of data revenue), halving incoming — this is real DePIN infrastructure with ultrasound tokenomics potential. Must-watch presentation + blog:
🔗 Blog: kylesamani.com/posts/the-rai…
🔗 youtu.be/fO5sC7qS04E?t=2420 from All-In Summit Undervalued infrastructure play. DYOR, but the fundamentals are loud. 🚀 #DePIN #GEOD #PhysicalAI only on @solana

$HNT Next Era just dropped 🔥 While the broader crypto market dips and X is heated with price talk, real builders stay focused. As an active Helium deployer, the network keeps working — delivering live AT&T Wi-Fi Passpoint connectivity every day. New CEO Mario Di Dio + Noble (Andrew Yang) acquisition shifts full focus to the decentralized platform. HIP 149 brings: • Rewards based on real carrier traffic (goodbye PoC) • USD-anchored earnings floor • Capped mint for sustainable growth • More HNT burned by actual usage Fresh leadership at the right stage is exactly what DePIN needs to scale. We’re still building. Read the full announcement: blog.helium.com/the-next-era… $HNT long term 🎈🛜📲

Everyone asking what I think about the @helium news 👇this is how I’m built. You’ve got to be able to pivot in this game and keep building. 💪🏾 The rest will work itself out. I’m glad to see the focus shift back to the deployers and the people actually building the network. Yes, dilution isn’t ideal, but operations require capital, and many successful protocols including @solana have proven that a capped supply isn’t the only path to success. The real question is value. If @helium can continue executing on its vision of becoming the world’s largest decentralized offload network helping telecom operators scale coverage more efficiently then utility will drive demand. With the platform, partnerships, and tools that have already been built, those who believe in that future will continue to gravitate toward $HNT. Build. Deploy. Scale. The market will eventually recognize the value. 📡⚡ #Helium #HNT #DePIN

Today begins the next era of the Helium Network. We're live now with a leadership update, a refreshed vision, and a governance proposal for the community to decide on. Watch: x.com/i/broadcasts/1jGXggynk… Mario Di Dio (@didiomario) is stepping in as CEO and our founder, Amir Haleem (@amirhaleem), is moving to Chairman after over a decade building Helium from an idea into a Network millions connect through every day. Read the full story: blog.helium.com/the-next-era… Wireless is a trillion-dollar industry that’s cutting spend while demand keeps climbing. Indoor coverage is spotty, dense areas lack redundancy, and emergency services can't hop between networks. Helium is rebuilding it as an intelligent global infrastructure platform. A once-in-a-generation shift. With our consumer business in good hands at Noble Mobile, Helium can focus fully on the bigger opportunity: our Network business. Serving several carriers and growing, it carries verified traffic for millions, burns $HNT based on use, and is owned by those who deploy it. Today we're publishing a governance proposal to capitalize the opportunity, shift to utility-based rewards, support deployers with a floor, and add a community-elected oversight council. Read it in full: github.com/helium/HIP/blob/m… Shorter explainer here: helium.com/proposal This is a community decision, and we want the hard questions. Join Mario live now, then a Q&A at 3pm ET, with more sessions to follow. We'll be in Discord throughout: discord.gg/helium

🚀 Focused growth. Real utility. Real adoption. This is the kind of move that actually matters. Helium Mobile being acquired by Noble Mobile isn’t just a headline, it’s a real signal that decentralized wireless is maturing and consolidating around execution. Helium was built on a simple idea: people-powered infrastructure can deliver connectivity cheaper and more efficiently than the legacy model. Seeing two operators combine resources to expand distribution and scale subscriber growth is exactly how you get from “cool concept” to “mainstream product.” From a deployer’s perspective, here’s what I care about: • More subscribers on the network • More usage and offload demand • More real-world utility • Stronger, long-term ecosystem growth • More value created by the infrastructure we’re deploying every day The next phase of DePIN won’t be won by hype. It’ll be won by teams that execute, partner strategically, and bring in real customers. Congrats to the Helium Mobile and Noble Mobile teams, excited to see what comes next for the Helium ecosystem.

May closed with a bang. 🔥 Burns dipped mid-month, then snapped back hard - near $170K in the final week alone as $GEOD continues to grow momentum. 20,000+ miners. 80% of revenue burned. Every week. Why does it matter? The burn isn't speculation. It's real infrastructure, where each miner is doing real work to expand the foundation for drones, robots, and an autonomous future. Want in? Follow us.