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YashasEdu
@YashasEdu
v2 | Writing uncomfortable truths about money, systems and what we pretend we believe
参加 February 2024
799 フォロー中    9.6K ファン
$GEOD will becoming the precision infra layer for Physical AI. Every autonomous tractor, drone, warehouse robot and surveying system needs centimetre level positioning that standard GPS simply cannot provide and @GEODNET is already the largest decentralised network selling that correction data at commercial scale. ↪ 22K+ stations ↪ Highest fee DePIN at ~$11M ARR compounding 170% YoY 80% revenue buyback currently creates a mechanical floor near $0.11 (well below the $0.18 price) and the multiple has already compressed from 24x to 9.5x while fees roughly 3x'd. This is the only liquid pure play whose fee line is a high frequency consumption tax on the real world deployment of machines. As robot density rises, this data will become mandatory recurring infra. h/t to @Blockworks for the data
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