GEODNET

The next AI revolution is not just happening on screens. It is happening in the physical world. Robots, drones, autonomous vehicles, and smart machines all need one thing before they can operate safely: Precise location. Traditional GPS can be off by several meters. For humans, that may be fine. For autonomous machines, it can be dangerous. GEODNET is building the spatial intelligence layer for Physical AI, using RTK positioning to improve accuracy from meters to within one centimeter. Over 20,000 base stations. 170+ countries. 11,000+ cities. 130+ enterprise customers. Physical AI needs real-world infrastructure. That infrastructure is being built now.

A few centimeters may not sound important. Until you're flying an autonomous drone. Surveying land. Operating robotics. Or building precision maps. Small positioning improvements unlock massive real-world improvements.

GIP-13 StableHex is LIVE. Permanent reward multipliers (2x, 4x, 6x) for stations in priority, hard-to-reach locations. No expiration, just performance. First qualifying station in a hex locks it in. Live now in 🇺🇸 🇮🇸 🇪🇺 🇯🇵 + more coming soon. Check the Console. Claim your hex. console.geodnet.com/map

GEO-PULSE on the move. Precision on paper is easy. Precision in motion? That's the real test. Took it outside today, capturing enhanced GPS positioning and earning rewards while we're at it. Here we go!

Update on yesterday’s @loyal_hq Seeker Summer allowance topic. I raised a warning after seeing a huge USDC approval left after the quest. After @candyflipline explained the design, it’s clear this comes from the Solana subscriptions + smart account flow. So the main issue was not “evil approval” — it was UX + communication. For regular users, PDA / recurring delegation / subscription authority means nothing. They just see a massive USDC allowance and get scared. The good part: the team acknowledged the communication issue and shipped an update to the autodeposit flow. That’s a positive ending imo. Community feedback, dev response, product improvement. That’s how Seeker ecosystem should grow 🫡

We all know OpenAI and Anthropic. That's software AI. It lives on a screen and answers when you type. The other half of the AI story is physical AI. Robots that see, move, and act in the real world. The robotics industry is projected to hit $165B in the next three years and there only a handful of web3 projects building in robotics. Which crypto projects have already taken the lead in this industry 👇 ➡️ @GEODNET ( $GEOD ) is the eyes. Market cap around $90M. It runs a decentralized network of 21,000+ ground stations that give robots, drones, and autonomous vehicles centimeter-level positioning. Consumer GPS is accurate to a few meters, which is useless when a robot needs to know exactly where it is. GEODNET closes that gap. The reason it stands out: it runs on real revenue, roughly $7.8M annualized, with 80% of it funneled into weekly token buybacks and burns. It listed on Coinbase in June 2026. ➡️ @peaq ( $PEAQ ) is the economy. Market cap around $43M. A Layer-1 built for the machine economy, where robots and devices get on-chain identities, wallets, and the ability to transact on their own. peaq tokenized the first revenue-generating robot, a vertical farm in Hong Kong that grows and sells produce and returns around 20% annual yield to its token holders. Worth noting a token unlock lands around July 12. ➡️ @FabricFND ( $ROBO ) is the brain. Market cap between $29M and $44M depending on the exchange. It is built by OpenMind, whose OM1 system is pitched as an "Android for robots," hardware-agnostic and open source, with FABRIC as the coordination layer that gives robots verifiable on-chain identities. Pantera led a $20M round in 2025, and a Circle demo showed a robot dog locating a charger and paying for its own electricity in USDC with no human involved. It is the most ambitious pick here, and the most speculative. ➡️ @Auki ( $AUKI ) is the map. Market cap around $22M. Its posemesh protocol lets robots and XR devices share a single understanding of physical space, so two machines in the same room agree on where the walls are. One caveat: aggregators disagree on its circulating supply, so its reported market cap ranges from $6M to $22M. Verify before you cite it. ➡️ @xmaquina ( $DEUS ) is the exposure play. Market cap around $5M. Not a network, a DAO. Its treasury holds positions in private humanoid companies most retail investors can't touch, including Apptronik, Figure AI, 1X, Agility, and Neura Robotics. DEUS effectively trades as a liquid index on the humanoid economy. It is the youngest and smallest of the five, and the highest beta. The pattern across all of them is the same. Web3 is not trying to build the robots. It is building the layers robots need to operate at scale: positioning, identity, spatial memory, payments, and ownership. Software AI is consolidating into a few closed giants. Physical AI is where the open bet still has room to run. Which of these are you watching? Any robotics project we missed out?

Happy Friday! Cheers to @JustinKMarlowe for sharing his GEODNET setup last week. Great to see how he's found value in staying connected, especially when surveying and measuring with GEO-MEASURE. Got a fun setup you're proud of? Drop a photo in the comments and show how GEODNET fits in your workflow. 👇

@drone_dash Learn more about the project here: gdauav.com

Wheels up. 🚀 GEODASH Aerosystems drone in action. AI vision + RTK precision, perfect for adaptive spraying precisely where it's needed to ensure healthy crops and trees. Grateful for this partnership and proud of what @drone_dash and @geodnet have built together. Excited for what's next.

How to use satellites to measure far distances: 1. Log one point with @GEODNET's GEO-MEASURE over whatever feature or edge (Like placing the end of a tape measure) 2. Walk away from it and place the GEO-MEASURE on the other feature or edge (Other end of the tape measure) 3. Press on the first logged point, and start "staking out" to it; the app will show how far away the device is My points had to be 20 meters apart... Achieved and Verified with a steel tape measure @HyfixAI

Meet Keita: GEO-MEASURE fan, avocado farmer, remote island in southern Japan. 🥑📍 We met him at G-Space Expo in Tokyo, and his location was so good we sent him home with a GEO-MEASURE. He's been putting it to work ever since. Part 1/4 🎬 Get your own GEO-MEASURE here: store.geodnet.com/products/geo-m…

@nickzaar1990 Want to try dropping them again? Don't see the pics here.

@GEODNET dropping both below. f9p + geodnet rover on a 28 in rc hull towing a 200 khz puck, tethered power. heatmap from last sweep too 🌊

Happy Friday! 🎉 We want to see your setups. What's GEODNET powering for you this weekend? • Surveying • Drones • Agriculture • GIS • Robotics • Experimentation Drop a photo below and show us how GEODNET fits into your workflow. (wildest setup gets a repost)👇

Check it out here: 👉 store.geodnet.com/products/carbo…

Carbon Fiber Survey Pole is now available! Built for GEO-MEASURE and compatible with all other mainstream RTK GNSS receivers. Easy setup, multiple locking heights, carbon fiber build at just 640g, and collapses to 64cm for easy transport. Order yours today!

Trying to complete the 1st Seeker summer quests from @GEODNET and @solanamobile 👀 Keep in mind that all you need is to explore hex's around you to claim your chests and also you need to open messages buried by other players. Completing those two things will get you 2 badges

Ten DePIN Networks, One Common Thread: They Stopped Selling a Vision and Started Selling Actual Revenue. Here's what each project actually delivered in 2026 only: $ATH: $166M ARR posted, 435,000+ decentralized GPU containers across 93 countries, 3,000+ H100/H200 units onboarded, 99.31% uptime SLA compliance, 6.1% revenue-to-market cap ratio $RENDER: ~$38M in processed revenue, RNP-023 scaling 60,000 net-new nodes, Octane 2026 rendering engine deployed, BME model accelerating token burns $HNT: 450,000+ active mobile subscribers, AT&T dual-sided data offloading live, 900,000+ active IoT LoRaWAN hotspots, emissions capped at 7.5M tokens annually $GRASSS: $33M in annualized revenue, node network scaled from 2M to 8.5M users in six months, 90+ terabytes of daily data scraping, 21.3x market cap-to-revenue multiple $HONEY: revenue grew from $500K to $18M annualized, positioning as a crowdsourced Google Maps alternative, thousands of new dashcams deployed, automated computer-vision map AI launched $AKT: 80%+ GPU cluster utilization, BME model activated tying 100% of compute leases to buybacks, Homenode initiative onboarding consumer RTX 4090/5090 hardware, AEP-78 upgrade for CosmWasm smart contracts $FIL: Onchain Cloud mainnet deployed for AI model storage, IPC modules integrated for parallel subnets, Proof of Data Possession upgrade cutting retrieval latency, native stablecoin payment rails embedded $GEOD: 21,000+ active RTK positioning stations, 216% YoY revenue growth, space weather data sales expanded, mobile SDKs rolled out for high-accuracy positioning $DIMO: tens of thousands of connected vehicles tracked, insurance and repair network data partnerships finalized, sub-$100 OBD2 adapters introduced, in-app developer marketplace launched $THETA: EdgeCloud AI platform launched for distributed training, TDROP 2.0 re-engineered as compute payment rails, RapidAPI partnership opening access to millions of developers, Shopify Web3 loyalty program integration

Most people never think about the infrastructure behind accurate positioning. But behind drone flights, mapping systems, machine automation, and field surveying is a massive amount of positioning data working in real time. GEODNET helps make that possible.

GEO-MEASURE auto-connects to the best base station for you, but sometimes you need to take the wheel yourself. In Question 19, we break down why auto-select is usually the right call, how to manually pick a station right from the Map page, and why locking in the same reference station matters for consistent surveys. Read on for the answers. 👇

Wish we could make it! So excited to see just how much Physical AI is growing around the world.

Fwiw $GEOD had been compounding its ARR at 100%+ annualized rate and now sits at 11 m, or about 750k / month dedicated to buyback. Post halvening the 20k+ stations get 6 GEOD per day, or 700k USD / month at current price. The protocol is now at net burn. Assuming $GEOD ARR hits 30 mm as per Kyle’s indication in a year, after another halvening with price staying the same, the protocol would be burning ~15 mm USD per annum, or ~14x forward burn. As long as team executes and ARR keeps ramping, I expect $GEOD to continuously grind up from here on out.

📊Top 10 DePIN Projects by Annual Revenue (30D Run Rate) Solana powers half of the projects in this week's top 10, highlighting the network's growing role in real-world infrastructure. ▫️@ionet : $12.1M ▫️@GEODNET : $8.2M ▫️@chutes_ai : $4.1M ▫️@helium: $3.6M ▫️@akashnet : $2.64M ▫️@Filecoin : $1.5M ▫️@doublezero : $1.3M ▫️@rendernetwork : $1.13M ▫️@GlowFND : $511.5K ▫️@BuildOnNodeOps : $308.4K