A @GEODNET update on network growth, the next event and a valuation point 👇 ▪️ According to GEODNET, new base stations went live recently, including Ellensburg (WA), Trout Creek (MT) and Conneautville (PA) ▪️ The network reports 22K+ stations in 175 countries, 366K+ RTK users and $10M+ in ARR ▪️ Next up: @equipexposition in Louisville (Oct 20 to 23), with live GEO-MEASURE demos Also worth noting is the point Mike Horton, founder of GEODNET, makes here: Robotics companies like Unitree are valued at huge multiples, while robots working outside the lab need precise positioning, which GEODNET's network already provides. Largest RTK network and perfect timing for Physical AI. That's why GEOD looks so undervalued to me 👌

Looking forward to @broodsugar 's keynote at the Humanoid Hub Conference on shared context for robots, AI and people. Hopefully there will be a recording. I still remember his interview with @TheHumanoidHub , where he explained how @Auki sees phones as simple robots that people carry around, with the same kind of sensors, so phones and robots can share one map and pass tasks to each other. Here is a clip about how this could work for retail teams 👇

For coffee exporters to the EU, EUDR starts as a data problem and data takes time to collect. @dimitratech says it has supported 156 tonnes of coffee in Mexico with about 100 smallholder farmers and that the Ugandan government approved it as a coffee traceability provider. ▪️ Larger operators face the end of December 2026 under the current timeline ▪️ Mapping farms and checking origins probably can't be done in a few weeks imho it's good to see demand that comes from a legal requirement. Curious how much of that activity ends up flowing through ethereum:0x51cb253744189f11241becb29bedd3f1b5384fdb .

Not every dollar of revenue says the same thing. Two questions I ask about it: ▪️ Who pays: real customers outside of crypto or mostly other crypto users? ▪️ Would they still pay in a weak market? DePIN projects with real customers can answer both well and imho that's where the sector stands out. They build infrastructure with real-world impact and can earn money more independently of crypto markets than projects whose revenue mostly comes from trading activity. A few DePIN projects I follow: @GEODNET @Auki @grass @silencioNetwork @ionet @FliteGrid @peaq @AethirCloud @onocoyRTK @akashnet @NATIXNetwork @rendernetwork