2 Comments

Thanks for this. How does DeWi factor into your thinking and analysis. How does the transition of Helium (and potentially Pollen?) add value to this protocol?

Thanks,

Clay

Expand full comment
author

Anytime Clay. DeWi, or decentralized physical infrastructure projects such as Helium and Pollen have shown that crypto is a fantastic tool to incentivize the physical infrastructure build out/supply. If demand for these wireless services picks up (it needs to be cheap and fast), and the business models are proven successful, this would drive transactions and usage of Solana. The more businesses leveraging the platform, the more valuable the layer 1 network is.

Expand full comment