Scott Sigel

Yep, Network is maturing as it should. WiFi offload should capture most HNT since driven by much higher data volume vs IoT. Passive PoC was an important bootstrap but HIP 147 (data eats first) was an appropriate step to support the next wave of growth. Can't do much about markets unfortunately. Strongly believe fundamentals will win out eventually, so deployers still have significant opportunity with the right locations world.helium.com/en/network/mob…

@Lawtz_ @helium The IoT hotspots unfortunately aren’t earning like they used to. The WiFi offload hotspots are still earning very well if placed in good locations. That’s where the revenue is being generated with over $20M ARR

The usage metrics for @helium continue to hit new all time highs! $HNT is also up over 80% since their offload partners started to utilize more data points in their selection process!

Helium Mobile active users have reached a new all-time high. Around 3.5 million unique users have connected to a Helium Mobile hotspot daily, up 3x since November 2025.

Built and shipped the solution while industrial groups were still drafting the warning.

👀 @helium

Would you look at this...@helium's IR report is in the Bloomberg Terminal and can be found in multiple feeds (Digital Asset Equity Research Feed, the Solana ticker feed, etc). Just use Blockworks IR.

If you’re a @helium @helium_mobile deployer STOP setting the wrong expectations with your hosts then blame the network! 1) STOP doing FIXED payments. That has always and will always be a terrible idea. 2)SELL the TECH! Customers really do have a better experience indoors with the helium deployments. 3)SELL the passive rewards, not the amount! I tell our hosts you won’t get rich but it “MAY” help with a bill or two. HELP not PAY….watch 👀 your words. 4) STOP 🛑 psyching yourself out FREE is FREE if your hosts don’t think that’s enough move one. 5) DON’T force a sale! From my experience I would’ve been better walking away. They tend to be the most problematic hosts.

What questions do you have for the Helium core team? 🎙️ Live AMA: Thursday, Feb 5 @ 3 PM ET on X Spaces twitter.com/i/spaces/1gqxv…

@helium is eating into multi-billion dollars of annually recurring capex. Thanks in large part to deployers, over 2M people seamlessly access the network every day through their carrier. Connectivity, rebuilt. Value flows. $HNT

My slides yesterday are already out of date. Network traffic record smashed yet again. New ATH for phones connected. Real crypto utility.

Robust utility networks with cash flows are a hell of a drug $HNT

See you in Abu Dhabi next week, habaybi! Where to catch the @helium team: • SEZ AD with @SuperteamAE - @ScottSigel will be speaking - Dec 10 • Helium House - This is the main event for our team. luma.com/Heliumhouse - Dec 10 • I'll sneak on stage at @SolanaConf and try not bore you - Dec 13 Would love to meet up if you like increasing coverage or free phone plans.

You can make up stories or you can look at the data. Thankfully @blockworksres did the work already.

The Helium Network already serves nearly two million people every day, a number that’s growing as the network continues to expand. In this interview, @HeliumFndn CEO @ScottSigel explains how the project is redefining telecom with a people-powered wireless network that’s already partnered with major carriers like Telefónica and AT&T, using crypto incentives to make connectivity more available, affordable, and decentralized than ever before. Read the full interview: mpost.io/helium-the-peo…

the telecom industry is in the middle of a massive shift for macro (outdoor) coverage, Starlink is coming with DTD/DTC (direct to device/cell). telco's are not yet sure what to make of it. does it actually work? how's the performance? telco neckbeards are skeptical, but I would generally not bet against Elon given how well Starlink works in general. possible that the model of building celltowers is dead forever if Starlink DTD works well for indoor coverage, the state of the art used to be something called DAS (distributed antenna system). basically a network of fiber-connected cellular antennas connected to one or more base stations. many arenas, casinos, conference centers, airports, etc are outfitted with DAS. typical deployment costs are in the millions or tens of millions of $. you've probably noticed the phenomenon when you're at a conference or busy event that you have full bars of service, but zero data flowing. that is almost certainly a DAS system with the base station over capacity venues who are looking to upgrade or replace their DAS systems are now looking at WiFi options instead. particularly WiFi 7. why? now that Passpoint is ubiquitous, allowing phones to automatically connect without a separate authentication system/portal, and the majority of WiFi congestion issues are solved via massive amounts of 6GHz spectrum, you get the same or better performance as a DAS system for a fraction of the cost "but everywhere already has WiFi" you say - this is exactly the point. most indoor locations already have WiFi systems of some kind, but there is still no federation of credentials and authentication that allows people to automagically connect. I don't want to see a list of 50 WiFi networks that are password protected, or pay $10 to access some shitty portal system @helium is sitting perfectly at the intersection of both of these major shifts. satellite/dtd/dtc will never work well indoors; like celltowers, only worse. and DAS systems are being ripped and replaced with much more efficient WiFi systems. we have spent years building the groundwork for a global unified layer of connectivity and now is the time. customers wander in to these locations and their phones connect to the WiFi network via our Passpoint-enabled systems. connected customers = happy customers = more time spent in the venue = more $ spent in the venue you are going to see more and more large scale venues move to Helium over the coming months the ticker is $HNT

This little DePIN coalition can do big things. Thanks for your leadership here @BankingGOP and @SenateBanking. @helium 🤝🏼 @Hivemapper 🤝🏼 @dawninternet 🤝🏼 @akashnet 🤝🏼 @GlowFND 🤝🏼 @rendernetwork

Indoor wireless adoption is soaring, largely fueled by interest and active utilization from big 3 telcos. Study @helium

The most actively used crypto protocol

🧵1/8 THREAD: How @HeliumFndn is solving the service quality problem for the $100B wireless industry with crypto incentives @ScottSigel, CEO explains to co-host @EleanorTerrett and me the model that serves 1M users daily (who don't even know they're using it) 🚀

@MoneroMahesh @DAnconia_Crypto @mickymalka

Everyone please take a second to shame @DAnconia_Crypto As a venture investor, how have you not seen Star Wars? For shame @mickymalka I thought this was part of the Ribbit interview!