Meanwhile, Cloudflare just reported Q2 earnings: $512M revenue (+28% YoY) but still losing money operationally (-$67M GAAP loss from ops). At $2B+ annualized revenue, NET trades at ~15x revenue while burning cash on massive CapEx. Pipe's capital-light model at 4x revenue

Blockworks Advisory (Blockworks Advisory) is cooking with gas right now and is looking to grow the team! If you have hands-on experience growing crypto protocols, understand the competitive landscape across multiple verticals, and have that dawg in you, make sure to apply!

Blocks Research knows what’s up. $HNT

Dedicated HNT column soon

It appears DePHY node operators are selling $stPHY at a 75% discount rather than waiting the 21 day unstaking period to receive $PHY spooky

internet capital markets

Ironically, crypto is one of the industries with the lowest C-suite OpSec.

Road to 20K

BREAKING: Major DePIN coalition (Helium🎈, Hivemapper, OTOY, Akash Network, Glow Foundation, Andrena, DAWN) submits crucial amendments to Senate Banking Committee re: digital asset market structure. Key proposals: - Define DePINs as distinct from securities - Tokens

Decentralized AGI will require Decentralized Energy

DePIN rack is firing on all cylinders

The best way to stay on top of news, industry updates & protocol alpha Link in reply, give it a follow ⬇️⬇️⬇️

Wild west crypto is slowly dying.

Today we're unclogging the data pipe with direct API access to our whole warehouse.

10+ stablecoin L1s launching means one thing: whoever wins gets all the liquidity. My bet is on Circle

August + September Helium🎈 Release Proposals are live. August: - Remove 307K unstarted boosted hexes while preserving 35K active boosts. - Adding serial numbers onchain for better developer integration. - Protects 18% of PoC reward pool from unused allocations. September (So

This is like disrupting Uber by inventing flying cars

🌮 This week’s #DePIN T.A.C.O. Tuesday is not about new projects — it’s about new insights. Our friends at Termina, with help from GreenkWh & DeCharge, dive into how proofs matter in green energy #DePIN projects 🌯 Read it at the link in the comments below.