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Just read the State of DePIN 2025 report by @MessariCrypto .
It clearly supports the point I’ve been making for a long time.
Yes, prices are ugly.
Most tokens are down 90%+ from highs. But that's the trap.
The gap between perception and reality is wild.
Perception:
DePIN is dying
Reality:
• $10B sector
• $72M onchain revenue
• Supply constrained networks
• Real users, real payments
People judge DePIN with a 2021 mindset: pre-revenue, heavy inflation, speculation driven.
Two examples that prove it:
@helium : Millions of daily users through carrier partnerships. Your phone is probably using their network right now without you knowing.
@GEODNET : Centimeter-level GPS for agriculture and robotics. Paying enterprise customers. Revenue directly burns tokens.
These aren't crypto experiments anymore....

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