GEODNET (GEOD)

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Attention has shifted to business with real revenue.

This is why I'm so bullish on DePIN this year.

Let's look at @GEODNET as an example:

Top DePIN projects have profitable and growing businesses. These Physical Infra Networks include bandwidth, energy, compute power, location services, and more.

GEODNET provides precise positioning for robotics (robots, drones, vehicles, etc.) with RTK (Real-Time Kinematic) positioning. GPS is not viable since these use cases, such as drone landing, are delicate and require centimeter-level positioning.

GEODNET's decentralized model changes the economics and disrupts the corporate RTK subscription model ($1K+ per month), users can now pay a fraction to access a globally distributed network of base stations.

The network effect is straightforward:
more base stations → better coverage → more customers → more revenue.

GEODNET just published their numbers: $8M ARR, on a path that could reach $50M ARR by 2027 as traction is growing fast + 80% of fees go to $GEOD buybacks

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