Notes

Depin 赛道非常内卷,对于细分赛道项目而言其核心竞争力在于产品端能够契合市场的需求。据 @Crypto_Dep 提供的近30日Depin 赛道项目收入数据显示,@AethirCloud 以1000万美元霸榜,领先第二名 @ionet 近800万美元。 从需求驱动收入增长的角度切入看,我更倾向于认为 @AethirCloud 的收入增长并非偶然,是在一定程度上把握Depin 市场需求的结果。简单看了眼 @AethirCloud 官方Dashboard 上的数据,Aethir 的GPU 资源分布在全球95+ 地区的数据中心,云计算网络拥有40万+ 的GPU 容器,近半年来协议收入数据一直呈现出稳步增长的趋势。 在刺激算力需求上,@AethirCloud 近期一直在探索AI bot 的相关用例,GPU 算力需求者为 @AethirCloud 分布全球的GPU 算力资源付费以获得顶级的计算能力,实现VLA/ LLM 的模型训练。 对于Depin 类项目而言,得算力需求者,得天下。
$ATH
+5.95%
$IO
-2.11%
$AKT
+7.28%
$BTRST
-5.23%
$GEOD
-1.21%
$HNT
-1.6%
$RENDER
+1.94%
$IOTX
-4.45%
$HONEY
-4.65%
$NATIX
+2.43%
Study these coins. $FLUID (DeFI) $TAO (AI) $AAVE (DeFI) $S (L1) $GEOD (DePIN) Understand their tokenomics(value capture, demand drivers, and business model) Track their fundamental data side growth. Map out HTF support levels on charts. Build conviction by your own.
$FLUID
-5.91%
$TAO
-0.77%
$AAVE
+1.33%
$S
+0.3%
$GEOD
-1.21%
$GEOD is the best-performing DePin project in the past 30 days. It also has some great fundamental side alignments, which might help it maintain momentum. - @GEODNET_ has issued 120.58M tokens for mining rewards so far, and they generated around 10.36M $GEOD in revenue, which they burned. - The current demand side revenue/supply side incentive ratio is around 0.08, which is actually the highest in the entire DePin category to my knowledge. - $GEOD revenue is growing by 20% MoM, and it could continue to grow as they have launched a new product, Geo Pulse, which is set to create more demand for the Geodnet network in the future. - Geodnet miners' base is growing steadily, from 10K to 12.5K in the past 3 months—a 25% growth. - Geodnet devices have a breakeven period of under 160 days, which is much better than Aethir, Helium Mobile, Dimo, and other DePin projects. - $GEOD token holder count saw a 10% surge in the past 3 months, with around 14.8K token holders currently. Disclaimer: I am not offering any financial advice here; please use the data and content for research purposes only.
$GEOD
-1.21%
4.5% of $GEOD supply burned as GEODNET grows. Miners deploy $399-$694 devices, earning while driving <1cm precision for IoT, AR, and drones.
$GEOD
-1.21%
$GEODNET powers <1cm precision IoT for $50-400/year—10-50x cheaper. $200B market spans drones, AR, agri, and more. Miners earn $GEOD by expanding the network
$GEOD
-1.21%
今天买什么? 🔥 永赚大师优质持仓榜单 [2024-09-04 05点00分] 🔥 币种 | 优质概率 1. $Edog 90% 2. $VISTA 90% 3. $GEOD 30% 4. $AAVE 30% 5. $AGRS 30% 6. $SYNK 30% 7. $USDz 20% 8. $imgnAI 10% 9. $BERRY 10% 10. $MEMAGX 10% 11. $Unicorn 10% 12. $UNREAL 10% 13. $STANTON 10% 14. $BITCOIN 10% 15. $BUSSIN 10% 16. $TRVL 10% 数据来源:https://t.co/LLo4h8KIR2 精选推荐: https://t.co/u7BFMRaNWZ
$Edog
-3.26%
$VISTA
+0.21%
$GEOD
-1.21%
$AAVE
+1.33%
$AGRS $SYNK
-0.21%
$USDz
+1.15%
$imgnAI $BERRY
-11.52%
$MEMAGX $UNREAL
-78.31%
$BUSSIN $TRVL
📣 #Gateio Weekly Report: June 24 - June 30 💎 #Startup Projects: $RUNI, $TST, $OWN, $CAW, $MCG, $ZEX, $SCRAT, $ORNG, $TOS, $WNE, $NATIX... 💎 #Newlistings: $GEOD, $OWN, $CAW, $MCG, $ZEX, $SCRAT, $NPC, #LANDWOLF... Find more in the image below ⬇️
$RUNI
+23.1%
$TST
-2.8%
$OWN
-7.44%
$CAW
-5.31%
$MCG
+15.5%
$ZEX
-6.9%
$SCRAT
-8.9%
$ORNG
-19.86%
$TOS $WNE $NATIX
+2.43%
$GEOD
-1.21%
$NPC
-0.62%
We're thrilled to announce that the @GEODNET_ Kickstarter has concluded and $GEOD will be listed on #MEXC! 🔹Deposit: Opened 🔹GEOD/USDT Trading: 2024-06-25 10:00 (UTC) Details:
$GEOD
-1.21%
📣 #Gateio Weekly Report: June 17 - June 23 💎 #Startup Projects: $BENJI, $ORBI, $NSTR, #KAI1, $AZUR, $CBAB, $SNPT, $WAMPL, $GEOD. 💎 #Newlistings: $SMH, $CBAB, $CST, $ARTFI, $UDAO, $PIE, $XZK, $BENJI, $ORBI, $NSTR, #KAI1, $AZUR, $SNPT... Find more⬇️
$BENJI
-3.23%
$ORBI
-0.13%
$NSTR $AZUR
+5.48%
$CBAB
+21.67%
$SNPT $WAMPL $GEOD
-1.21%
$SMH
-5.73%
$CST $ARTFI
+1.76%
$UDAO
+10.29%
$PIE
-0.26%
$XZK
-41.04%
.@GEODNET_, a web3.0 blockchain-based highly-reliable RTK Network using DePIN principles, is coming to #MEXCKickstarter 🚀 🗳Vote with $MX to share massive airdrops 📈 $GEOD/USDT Trading: 2024-06-25 10:00 (UTC) Details:
$MX
-1.53%
$GEOD
-1.21%
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