DePIN Connection

12.2K posts

DePIN Connection

@DePINConnection

Chicago, IL Katılım Nisan 2023

2.8K Takip Edilen4.6K Takipçiler

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DePIN Connection@DePINConnection·9 Ara

Massive DePIN Update! (Q4 2025) 0:00 Intro 1:02 DePIN Catalysts 3:43 Helium Network @helium $HNT 9:50 Hivemapper @Hivemapper $HONEY 13:23 AUKI @Auki $AUKI 21:35 375ai @375ai_ $EAT 26:23 Geodnet @GEODNET $GEOD 30:46 ROVR @ROVR_Network $ROVR 32:37 Dabba Network @DabbaNetwork $DBT 33:51 Decentralized GPU Demand 37:52 Nosana @nosana_ai $NOS 38:16 Akash Network @akashnet $AKT 38:47 Ionet @ionet $IO 39:07 Aethir @AethirCloud $ATH 39:49 Exabits @exa_bits 40:35 USDAI @USDai_Official 41:10 Silencio @silencioNetwork $SLC 42:27 XMAQUINA @xmaquina $DEUS Be sure to subscribe to my YT Channel! (Linked in my X profile)

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DePIN Connection@DePINConnection·5m

@WatcherGuru

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DePIN Connection retweetledi

Watcher.Guru@WatcherGuru·1h

JUST IN: 🇺🇸🇮🇷 US Treasury Secretary Bessent says the US is opening the Strait of Hormuz.

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DePIN Connection@DePINConnection·6m

@jmanhnt @WatcherGuru

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✨HNTGUY✨@jmanhnt·38m

@WatcherGuru @DePINConnection I’ve heard this one before

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DePIN Connection@DePINConnection·6m

@FinanceFreeman For sure! I need to have you on as well!

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Finance Freeman 🇺🇸@FinanceFreeman·32m

@DePINConnection Thanks for coming on brotha

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DePIN Connection@DePINConnection·39m

Had the chance to have an in depth discussion with @FinanceFreeman about the state of DePIN recently! Full interview below 👇🏻

Finance Freeman 🇺🇸@FinanceFreeman

🚨DePIN Full Interview with @DePINConnection (0:42) Introduction and DePIN setup (4:39) Helium as DePIN blueprint @helium (9:36) Biggest DePIN opportunities now (17:21) 375 AI token model @375ai_ (22:37) Other data collection plays (29:29) Decentralized compute investment case (46:58) DePIN stack for physical AI (58:24) Final outlook

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DePIN Connection@DePINConnection·44m

Could the crypto CLARITY Act be a buy the rumor sell the news event? #Bitcoin #Crypto

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DePIN Connection@DePINConnection·1h

A large player decided to sell off large holdings of US treasuries this morning.

Bull Theory@BullTheoryio

WHAT IS HAPPENING IN U.S. BOND MARKET. The US 2 Year Treasury yield just swung from 4.315% to 3.923% in a single candle twice. That is not normal market movement. That is either a massive algo error, a flash crash, or someone with an enormous position being forcibly liquidated. Nobody knows yet, But something just broke in the bond market.

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DePIN Connection@DePINConnection·1h

@SpencerHakimian Fake post but the fact that I had to doublecheck is crazy.

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Spencer Hakimian@SpencerHakimian·9h

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DePIN Connection@DePINConnection·1h

@DanClarkSports Those graphics are trash. Is that really 26?

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Dan Clark@DanClarkSports·13h

MLB THE 𝘀𝗵𝗶𝘁 SHOW

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DePIN Connection retweetledi

Glow Foundation@GlowFND·4h

Tomorrow, Glow will list the first farm for funding in our newest region, Michigan. Later today, we will share the details of the solar farm and this week's miner rewards. Be sure to turn your notifications on so as not to miss a beat. x.com/GlowFND/status…

Glow Foundation@GlowFND

The Glow Foundation is pleased to announce the launch of Shimmering Michigan. Michigan is the fourth region to join the protocol since V2 launched. Michigan’s first farm launches on Tuesday, the 5th of May. The delegation details will be shared tomorrow.

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DePIN Connection@DePINConnection·6h

@jonnyjpgs @akashnet Should check out my recent interview with Founder @gregosuri below! x.com/depinconnectio…

DePIN Connection@DePINConnection

We're seeing a huge resurgence for @akashnet in 2026 as the decentralized cloud is set to solve a host of issues that the AI sector faces today! $AKT In this must watch interview with Founder @gregosuri we cover everything you need to know! 0:00 Intro 1:50 San Francisco – High Energy Hackathons 9:00 Akash Starcluster 17:02 AI's Big Dilemma – The Power Grid 26:05 The AI Race – China vs US 31:03 Akash - The Decentralized Cloud Solution 45:34 Burn Mint Equilibrium 55:01 L1 Selection & Migration Process 1:04:05 Crypto Sentiment – DePIN Will Save the Day 1:14:10 Ways to Stay Updated on Akash

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Jonny@jonnyjpgs·12h

I’m liking the volume and chart on @akashnet. Very bullish on Decentralized/AI compute. Keep $AKT on your radar.

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The Kobeissi Letter@KobeissiLetter·12h

BREAKING: Bitcoin rises above $80,000 for the first time since January 31st.

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DePIN Connection@DePINConnection·12h

@ThePowerAudit @FinanceFreeman

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Chris Rollins@ThePowerAudit·17h

This is a savvy legal move by Trump. May 1: War Powers letter formally ends hostilities, preserves force posture, asserts Article II constitutional authority. May 3: "Project Freedom" announced as a humanitarian operation, not military. Monday: US Navy escorts neutral commercial ships through Hormuz under freedom of navigation rights. If Iran fires on it: that is Iran starting a new conflict. Trump is responding defensively, not attacking. No new War Powers clock starts because the US did not initiate hostilities. Iran did.

Chris Rollins@ThePowerAudit

Trump just announced "Project Freedom" beginning Monday morning, Middle East time. We are nearing the climax. "If, in any way, this Humanitarian process is interfered with, that interference will, unfortunately, have to be dealt with forcefully." Parse this carefully. He is sending US warships to escort neutral commercial vessels out of the Strait of Hormuz. If Iran challenges the escort, he has his trigger. If Iran lets them pass, the blockade is broken and Iran is humiliated. 35 Tankers have taken off from Tel Aviv today. Saturdays total was 14. The evidence package for this move was built today by Iranian moves. UKMTO WARNING 050-26 (1130 UTC): IRGCN small craft attacked a northbound bulk carrier 11NM west of Sirik, Iran. Crew safe. UKMTO ADVISORY 051-26 (0900 UTC): Vessels at Ras Al Khaimah directed via VHF broadcast to vacate anchorage. Confirmed by multiple ship masters.

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DePIN Connection@DePINConnection·16h

Bitcoin: Is the Bottom In? x.com/i/broadcasts/1…

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DePIN Connection@DePINConnection·17h

@DavidSacks What happens when half of the AI data centers that all this capex is being invested into can’t be powered on because of energy constraints?

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David Sacks@DavidSacks·19h

I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.

Holger Zschaepitz@Schuldensuehner

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

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DePIN Connection@DePINConnection·17h

Polymarket@Polymarket

NEW: WHO confirms outbreak of deadly hantavirus infection onboard cruise ship traveling from Argentina to Cape Verde.

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DePIN Connection@DePINConnection·19h

@sovaprase @gregosuri

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sova prase@sovaprase·19h

@gregosuri He mentioned Greg Brockman, not you. What's going on?

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Greg Osuri 🇺🇸@gregosuri·20h

thanks for the kind words sam

Sam Altman@sama

impossible to imagine openai succeeding without greg!

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DePIN Connection@DePINConnection·20h

Looks like Saylor is ramping up BTC purchases again this week. What if the larger drawdown everyone is predicting doesn’t happen?

Michael Saylor@saylor

No buys this week. Back to work next week. $BTC

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DePIN Connection@DePINConnection·20h

Microstrategy has been accumulating BTC through OTC purchases, but we would likely be sitting at $100k had those purchases all been on the open market instead. With less than two years until the next halving, what happens once the OTC desks dry up?