Helium (HNT)

Heliums supply growth has gone from 10% inflationary to 9.72% deflationary in less than 12 months on the back offloading mobile data to T Mobile Carrier and AT&T.

Safe to say @helium_mobile proved PMF.

The next chapter is bullish. https://t.co/h3H83l51UJ

Some thoughts on @helium and solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux

1) Network wide revenue is up roughly 4x y/y from $13k / day to $50k / day. The asset is currently trading at an 8x PE

2) Based on the current buy and burn, more than 10% of the float is being systematically purchased from the open market per year. About 90% of the FDV is already floating, and inflation is low single digits per year.

3) The network offload business - selling capacity to Tmobile, Verizon, Att, and international carriers such as Telefonica. Obviously, this business will continue to grow nicely both with general internet growth, and by signing more carriers

4) Selling the consumer facing business - Helium Mobile - to Andrew Yang's new mobile business, Noble Moble, that will further accelerate growth of Helium/Noble. The biggest challenge that Helium Mobile faced was CAC. Andrew Yang is a repeat successful entreprenuer, has raised a ton of money for Noble, and has a fresh mandate to invest in growth with a balan

NEW: ANDREW YANG’S NOBLE MOBILE ACQUIRES CRYPTO-POWERED HELIUM $HNT MOBILE https://t.co/R9IgGCMTfy