Telecom Industry
Can incumbents compete with DePIN business models?
It's the 90s all over again, except this time you can own a direct stake in critical infrastructure.
Subject
Context
DePIN MVNO
Growth by Acquisition
- Target existing MVNOs with established user bases
- Focus on operations with current 10% EBITDA margins
- Transform profitability to 20% EBITDA through crypto integration
Value Model
Revenue Enhancement
- Transform traditional MVNO economics through crypto integration
- Increase average revenue per user from $4-5 to potentially $15-20
- Add complementary services beyond basic mobile connectivity
User Experience
- Abstract crypto complexity from end users
- Focus on delivering core mobile services
- Enable seamless integration of financial services
Strategic Vision
Market Expansion
- Target international markets, particularly Latin America
- Scale through strategic acquisitions
- Build unified customer experience combining mobile and financial services
The strategy fundamentally aims to demonstrate how crypto rails can transform traditional telecom businesses while maintaining focus on core service delivery and user experience.
Technical
Which blockchain provides the best platform for growing a decentralized telco network?
Network Architecture
- Deploy Helium network infrastructure in international markets
- Utilize hybrid model combining Helium's decentralized network with traditional carriers
- Leverage T-Mobile's network as backup coverage
Cost Optimization
- Implement variable pricing structure instead of fixed rates
- Maintain minimum threshold around $0.15 per gigabyte
- Capture arbitrage opportunities through data offloading
DePIN Protocols
DePIN protocols that are eating into incumbent marketshare.
See DePIN Ecosystem
Inversion
Helium
Growing in the US