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[@dylangbane](/creator/twitter/dylangbane)
"Helium will transition from burning HNT from the treasury to buying HNT from the open market. This means that upwards of $20M of HNT annually will be bought and burned providing significant upwards pressure on a $433M FDV token. On top of this we'll likely see an HNT DAT soon expanding access to trad markets that will recognize HNT as one of the few fundamentals driven opportunities in crypto. Buffet Mode"  
[X Link](https://x.com/dylangbane/status/1980007415849353363) [@dylangbane](/creator/x/dylangbane) 2025-10-19T20:25Z 6913 followers, 54.6K engagements


"DoubleZero launched at a $5B+ FDV on Oct X one of the largest of the year even rivaling PUMPs July TGE. For comparison Solana infra tokens (e.g. JTO CLOUD PUMP) fell by an avg. of XX% within XX days post-TGE. If the trend holds 2Z could drop sharply before a recovery"  
[X Link](https://x.com/dylangbane/status/1976359149341655042) [@dylangbane](/creator/x/dylangbane) 2025-10-09T18:48Z 6898 followers, 8971 engagements


"Just say DePIN - its cleaner"  
[X Link](https://x.com/dylangbane/status/1978883751376457927) [@dylangbane](/creator/x/dylangbane) 2025-10-16T18:00Z 6899 followers, 2948 engagements


"The opp also lies in targeting international users who struggle with access to U.S. equities. For example India has a hard cap of $X billion for ETFs to invest in foreign markets for XXX billion people and individual investments also have restrictions and complexity. Perps could drastically increase access to equities. There are legal considerations and synthetic derivative approaches have mostly failed however"  
[X Link](https://x.com/dylangbane/status/1979981677226340631) [@dylangbane](/creator/x/dylangbane) 2025-10-19T18:43Z 6902 followers, 1123 engagements


"@0xCryptoSam @RyanWatkins_ Its still pretty early - trust not fully established in underlying infra and only a handle of Mag7 stocks are available on most platforms. Also outside of crypto few really knows what perps are yet or that they can even trade equities onchain"  
[X Link](https://x.com/dylangbane/status/1979988036029984813) [@dylangbane](/creator/x/dylangbane) 2025-10-19T19:08Z 6906 followers, XXX engagements


"Right so crypto native users dont really see the appeal yet because they didnt come here for equities. Non crypto users either dont understand it dont know it exists or see it as too high risk compared to broker services. Seems like it might just be the early innings and we just need a little patience"  
[X Link](https://x.com/dylangbane/status/1979993682498744687) [@dylangbane](/creator/x/dylangbane) 2025-10-19T19:30Z 6906 followers, XXX engagements


"Equity perps might even have a larger TAM than stablecoins. In the US XX% of assets are held in equities compared to XX% in fiat. Equities are often seen as a better SOV since they can offset inflation. Perps are the fastest way for intl. capital to access US equities"  
[X Link](https://x.com/dylangbane/status/1979984657815834764) [@dylangbane](/creator/x/dylangbane) 2025-10-19T18:55Z 6907 followers, 4540 engagements


"@0xCryptoSam @luke_judges @RyanWatkins_ Its still done $22B in volume and growing. Upside is high and 12-18 months is not an unreasonable time frame for a true breakout given the foundations laid"  
[X Link](https://x.com/dylangbane/status/1980094255730241749) [@dylangbane](/creator/x/dylangbane) 2025-10-20T02:10Z 6910 followers, XXX engagements


"The view is that the conditions are in place for it to reach escape velocity in that period. - Validation of perps with Hyperliquid - Infra in place with platforms like Ostium and new entrants (e.g. Robinhood Hyperliquid etc.) - Equities and natural next step after crypto for perps So compared to other metas in medium term equities perps may stand to outperform"  
[X Link](https://x.com/dylangbane/status/1980096782517555567) [@dylangbane](/creator/x/dylangbane) 2025-10-20T02:20Z 6908 followers, XXX engagements


"Own your robots. Decentralized Physical AI (DePAI) offers an alternative to centralized control of robots and the Physical AI infra stack. From real world data collection to Physical AI Agents operating robots deployed by DePIN DePAI is well on its way. @MessariCrypto 🧵"  
[X Link](https://x.com/dylangbane/status/1889376299552297453) [@dylangbane](/creator/x/dylangbane) 2025-02-11T18:09Z 6914 followers, 141K engagements


"Founder of OpenMind noted that if you ask AI how to build a robotics coordination layer it tends to incorporate crypto. I thought this was AI confirmation glazing at first but sure enough after asking across platforms theres always a crypto element in the answer. DePAI"  
[X Link](https://x.com/dylangbane/status/1978122581921177865) [@dylangbane](/creator/x/dylangbane) 2025-10-14T15:35Z 6915 followers, 9292 engagements


"DePIN in 2025 has been marked by a focus on scaling. Fewer early stage idea rounds than 2024 with more capital raised to scale whats working (e.g GEODNET and Hivemapper). Along with large traction on Helium + DoubleZero the story of 2025 is trending towards: a few big wins"  
[X Link](https://x.com/dylangbane/status/1975297802554278031) [@dylangbane](/creator/x/dylangbane) 2025-10-06T20:31Z 6913 followers, 9409 engagements


"Yes - buyback dont burn. Nearly every DePIN has yet to find PMF and should focus on growing the protocol. No startup buys back their equity with initial revenue. They reinvest earnings. Buybacks can be ok when prices are depressed softening the impact of broader markets. Burning tokens just evaporates token holder value as not enough burns occur to offset negative pressure"  
[X Link](https://x.com/dylangbane/status/1977855985361285347) [@dylangbane](/creator/x/dylangbane) 2025-10-13T21:56Z 6913 followers, 7383 engagements


"Still very few DePAI raises in crypto x robotics space in 2025. According to @MessariCrypto fundraising data: - @PrismaXai ($11M) - @openmind_agi ($20M) - @MeckaAI ($8M) - @frodobots ($8M) - @GEODNET_ ($8M) - @realRiceAI (Undisclosed) - @robataai (Accelerator)"  
[X Link](https://x.com/dylangbane/status/1978497936901206065) [@dylangbane](/creator/x/dylangbane) 2025-10-15T16:27Z 6914 followers, 14K engagements


"DePIN is the frontier"  
[X Link](https://x.com/dylangbane/status/1981030851497296073) [@dylangbane](/creator/x/dylangbane) 2025-10-22T16:12Z 6913 followers, 5170 engagements