The Crypto Fat Whale

I am going all in on DePIN. I honestly do not care if we are in a bear market or not. My bags are all projects with real clients, revenue + buybacks/burns . The next decade belongs to DePIN. Holding projects I found through @KryptoInsider1 @Auki @peaq @GEODNET @helium @NATIXNetwork

@KryptoInsider1 You can not trust 99% in this space. You are one of the few KOLs I trust.

The $RAVE collapse says a lot about where this space still is. The same thing keeps happening: ▪️ hype ▪️ fast run up ▪️ brutal drop This time it was 95% down, billions wiped, and retail left holding the bag. Now even three major exchanges, Binance, Bitget, and Gate, are officially investigating. The true cost is in lost trust. Every time we see something like this happen, more people leave crypto. That’s also why I’ve been leaning into DePIN and RWA. Not all of them have revenue yet, but I’m focusing on the ones with: ▪️ real usage with actual demand ▪️ recurring revenue ▪️ models that benefit token holders Everything else is just noise🤷‍♂️

Bitcoin YTD ROI compared to the average of prior midterm years

@KryptoInsider1 @Auki Auki and Geodnet showing real revenue growth. LFG

DePIN doesn’t get enough attention, but it’s becoming increasingly relevant as AI moves into the physical world. @Auki is building in that gap. Their latest update says a lot: After running a long pilot with a single client, they’ve put forward a quote for a deal that could increase their revenue by up to 3x. This is the kind of development worth paying attention to: ▪️ Moving from pilots to real commercial traction ▪️ Generating actual revenue instead of just hyped up announcements I’ve said this many times over the years: if you’re bullish on AI, DePIN deserves your attention. It’s the layer that brings AI into the physical world. AI and robots need to perceive and interact with real environments, and Auki is building the infrastructure to make that possible.

@broodsugar Same same

My attempts at dieting.

@KryptoInsider1 @GEODNET @drone_dash Giant in the making. The best

My initial feeling was right 😏 @GEODNET and @drone_dash have formed GEODASH Aerosystems, a joint venture building map free agricultural spraying drones for large scale farms. No need for manual mapping before every flight. The drone adapts in real time using AI vision and precise GEODNET positioning, adjusting to terrain and crops as it flies. For large operations like oil palm, sugarcane, and broad acre farms, this means faster deployment, less effort, and more flexibility. Each flight also gathers valuable crop data, helping spot issues earlier. ▪️ At the same time, there is another relevant update around GEODNET: @HyfixAI has raised $15M to build an all-in-one chip for autonomous systems, combining flight control, positioning, comms, and compute. The momentum around GEODNET is getting seriously strong right now. This has quickly become one of my highest conviction DePIN plays.

peaq's first non-human team member just clocked in Meet @Woon_agent, a tokenized AI agent on peaq’s payroll — an open experiment designed to explore as an AI agent in the Machine Economy Woon: → creates value through his work, side hustles, and hobbies → invests his earnings

Hello w∅rld

@KryptoInsider1 @CantonNetwork @dimitratech Canton has a partnership with Visa right?

In the RWA space, I’m currently taking a closer look at @CantonNetwork . Aside from that, I’m of course supporting @dimitratech . The team is consistently building, forming new partnerships, and sharing meaningful updates, which is great to see. I’ll be sharing a more in-depth post on RWAs in the coming days.

@KryptoInsider1 Helium

@CryptoFatWhale1 Absolutely agree! GEODNET is one of the best real-world examples that the DePIN model already works. Which other DePIN project do you see as a leading example?

Physical AI runs on real-world data. But collecting that data at scale is still extremely difficult. Brett Adcock (Figure AI) recently said it clearly: robotics isn’t limited by intelligence, but by data. This is why I see big potential in DePIN: 1️⃣ Physical AI systems need huge amounts of real world interaction data. Centralized companies struggle to collect it fast and cheaply enough. 2️⃣ DePIN offers a different approach. It spreads sensors, cameras and devices across the world and rewards people for contributing data with tokens. 3️⃣ This way, a large decentralized data layer can be built for training Physical AI. Some DePINs already collecting useful real world data include: ▪️ @ROVR_Network : A decentralized network building high-resolution maps using LiDAR technology. The data is collected from the real world and is especially valuable for autonomous vehicles and robotics, where precise spatial understanding is critical. ▪️ @375ai_ : A DePIN built on Solana that uses AI and edge devices to collect and process data directly in the real world. By combining sensors, edge computing, and decentralized infrastructure, it turns large amounts of real-world, multi-modal data into useful insights while keeping data processing local and privacy-aware. ▪️ @Hivemapper : Decentralized street-level mapping, where users collect real-world imagery through dashcams to build continuously updated maps ▪️ @GEODNET : A decentralized geolocation network delivering highly precise positioning data. This is essential for robotics, drones, and any system that depends on accurate spatial awareness. ▪️@BitRobotNetwork : A decentralized robotics network that enables real-world data collection, validation, and dataset creation , using subnet-based coordination of robots, compute, and contributors to accelerate Physical AI. ▪️@NATIXNetwork : AI-powered, decentralized data collection using cameras and smartphones for real-time traffic and urban insights ‼️ The direction is promising. Of course, major challenges remain: data quality, incentives, and standardization. But if solved, DePIN could become the data backbone of Physical AI. 🎥 Video: Brett Adcock on the Shawn Ryan Show

the @helium network is now serving over 3.5M people on random weekdays 🔥

@mikeahorton @HyfixAI @KryptoInsider1 . Check this out🔥

Proud of this one. We just raised $15M to build American-made chips for drones and robotics. For too long, the systems powering critical infrastructure have depended on fragile, foreign supply chains. We're rebuilding that foundation here in the U.S. A lot more to come!

@KryptoInsider1 DePIN is perfect for data collection

RT @KryptoInsider1: Physical AI runs on real-world data. But collecting that data at scale is still extremely difficult. Brett Adcock (Fi…

@KryptoInsider1 Wen Geodnet x Dimitra partnership?

Dimitra at ECS 2026 in Barcelona – more than just another event? Good to see them present at the conference. To me this signals something more important: Carbon markets are moving fast, but success still depends on three core factors: 1️⃣ How environmental data is measured 2️⃣ How it is properly verified 3️⃣ How it is shared in a trustworthy way across systems This is exactly where trust in carbon credits is built or lost. As a sponsor of ECS, @dimitratech is clearly positioning itself in this area, especially in agriculture where accurate data collection can make a real difference. What stands out to me is the team’s consistency. While many projects slow down after the initial hype, they continue to build and expand. What do you think? Is reliable data verification still the biggest bottleneck in carbon markets today?

When exactly will Bitcoin bottom out? How is this cycle similar to 2019, and how should you view the macro trends? @benjamincowen answers all of this in our latest episode. youtube.com/watch?v=SXblWY…

@santiagoroel I think this is quite wrong. Why would reducing costs be a negative to revenue growth? I have never heard that argument with respect to a new technology. Tech is about better, faster, cheaper == bigger and broader markets. Networks, compute, storage, sensing ... all these

Real rails, not vibes. $GEOD