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Post by Nuancee

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    @dx010sWireless•2

    $HNT, For months, 100% of Helium Mobile subscriber revenue was burned and spent as HNT, peaking at around $2.9M per quarter (Q4 2025). This program ended in January, along with buybacks. So it's difficult to assess real revenue from the chart.

    My question is about what's the organic burn from carriers and IoT aside from the subscriber-fueled burns? Should we keep an eye on the Data Credits at the $0.50/GB peg, or what carriers actually pay (reportedly closer to $0.10/GB?

    The August 2027 halving will reduce emissions by 3,750,000 HNT per year, so there's about ten months for organic demand to appear on the numbers.

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    @Nuancee•0

    Exactly. The subscriber funded burns can make the revenue picture look stronger than the underlying organic demand really is.