Telecom Industry
Want to see the future of Banks look at the Telcos Industry
Context
DePIN MVNO Strategy
Santos' strategy with Helium represents a novel approach to MVNO operations, focusing on acquiring existing MVNOs rather than building from scratch. The key elements include:
Business Acquisition Approach
- Target existing MVNOs with established user bases
- Focus on operations with current 10% EBITDA margins
- Transform profitability to 20% EBITDA through crypto integration
Technical Implementation
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
Value Creation 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.
DePIN Innovators
DePIN networks, funded by Participatory Capital and Goodwill are smashing traditional business models.
Helium
Articles:
Incumbents
How awake to threat of disruption from decentralized crypto incentivized business models?