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DePIN is real — and thriving on Solana 💥
Over 250+ attendees joined Solana DePIN Korea during #KBW2025 🇰🇷
Co-hosted by @SuperteamVN, @depindeployer, @hotspotty & @BeatXswap.
🚀 Insights from: @BeatXswap, @wingbits, @AroNetwork, @dawninternet, @iotex_io, @nubilanetwork, @gocabs_xyz, @weRoamxyz + VCs @nichanank (1kx) & @davidgan1818 (Inception Capital).
Huge thanks to @Tevau_Official for powering this event 🙌
#DePIN
Build your agentic commerce business with our infra z-zero.xyz
Crypto is currently facing its most profound existential crisis since genesis.
Past headwinds—like government crackdowns, macro tightening, or brutal bear markets—were purely cyclical. But AI’s aggressive squeeze on 🧠 mindshare, 👨💻 top-tier talent, and 💰 liquidity feels structural and permanent.
But here is my contrarian take: We are still miles away from true AGI.
The current wave of AI is a technological marvel, but it will eventually hit a plateau. Why? Because achieving AGI isn't just a tech or compute-scaling problem. To truly integrate AGI, we need a massive restructuring of human society, economics, and organizational frameworks. You can't just throw GPUs+HBM at societal bottlenecks.
When this current AI cycle inevitably peaks and reality sets in, we will witness a massive rotation. The holy trinity of tech growth (Attention, Talent, and Capital) will aggressively flow right back into crypto.
Thrilled to share that our founder @faynguyen071 will be speaking at LFBUIDL 2026 on May 25th, co-hosted by @sqrDAO and DAVAS 2026 - Danang Venture and Angel Submits.
At @Gaian_hq , we are building the borderless payment orchestration layer that enables seamless stablecoin transactions across emerging markets. I’ll be diving deep into how we bridge global liquidity with local banking infrastructure to make instant, frictionless commerce a reality.
If you’re a builder, founder, or partner looking to scale embedded finance solutions, let's link up
Let’s build. ⚡️
#Web3Builders #Gaian #StableoinPayments #Danang2026
Stable Asia retweeted
The State of Stables — Q2 2026 is now live.
Created by Stablecon × @artemis , this quarterly report tracks the trends, infrastructure, companies, and policy shifts shaping the next era of stablecoins, programmable money, and digital finance.
This quarter’s edition dives into:
• Agentic finance and machine-native payments
• The rise of agentic commerce and delegated economic authority
• Stablecoin adoption and infrastructure expansion across global markets
• Regulatory questions emerging around AI-driven payments and commerce
• New data on stablecoin supply, issuers, categories, and agentic payment activity
A huge thank you to Justin Friedman, @chuk_xyz, @NikMilanovic, @dsem221, @anthonyyim, @jonbma, @AndrewVanAken, and the entire Artemis team for the rigorous on-chain data and insights powering this report.
Access the full report: dx4rw.share.hsforms.com/2NBO…
Gaian Network is excited to share that we have joined the @circle Alliance Program🤝, a global network of like-minded companies and teams focused on the future of finance.
@GaianNetwork bridges global @USDC liquidity - starting on @Solana - with local banking infrastructure across APAC, enabling instant, low-cost on/off-ramp and payout solutions across emerging markets in one seamless layer✨
Stable Asia retweeted
DeFi’s next step is into the real world by financing physical infrastructure.
Here’s a talk I gave a few months ago explaining what DePIN is and why we’re excited about it.
The future of crypto is real (assets).
Stable Asia retweeted
Sentiment != Reality
1/ It's easy to say 'Depin is dying' (aforementioned rage bate) while many networks posting all-time-high metrics
2/ I'm sure @melt_dem and I would agree that DePIN token prices are down in-part due to poor revenue and tokenomics decisions by Founders. If these networks don't change they **will** die (I sold most of my DePIN tokens)
3/ DePIN models are for 'Networks' - the token & economic structure to bootstrap a centralized datacenter SHOULD be different and behave closer to debt than equity. Most DePINs don't require large CAPEX outlays, and operators seek network ownership vs financing. This ofc evolves as they become serial operators of multiple nodes
If you are building DePIN or onchain debt financing let's chat. Here's how I think about DePIN (from 2024)
6thman.ventures/writing/depi…
What is DePIN? From Monopolies to User-Owned Networks — with Guy Wuollet youtu.be/b3vndSjUSfY?si=8qPI… via @YouTube
What is aircraft de-icing? ❄️✈️
De-icing is the process of removing ice, snow, or frost from an aircraft before takeoff to ensure safe flight.
Why it matters:
🔹 Even thin ice disrupts airflow over wings and control surfaces
🔹Reduced lift and increased drag can raise stall speed
🔹Ice can limit control authority and engine performance
How it’s done:
1. Aircraft are sprayed with heated de-icing fluids (often glycol-based)
2. Applied to wings, tail, and other critical surfaces
3. Performed immediately before departure in cold conditions
No clean aircraft → no safe takeoff.
Stable Asia retweeted
As we kick off the new year, here’s a refresher on how DAWN works, and how we are making user-owned Internet a reality.
Watch below to see how you can get involved 👇
Let’s see how’s things going in the next 3 months
Wrapped up Breakpoint 2025
Probably the most sombre sentiment I’ve observed at a crypto conference in a while.
Not a dig at the event at all; it was well organized. There is just a general sense of jadedness that pervade my conversations with builders, VCs, and traders alike.
OGs quiet quitting/ effectively AFK, VCs not doing well, record redemptions for liquid funds, minimal net new projects, general stupor from builders carrying on out of inertia, not excitement.
It’s not just price. Even in 2019, 2022, and early 2023, when markets were hardly doing great, there was a palpable electricity at conferences like this. A genuine belief that everything will be viewed through the lens of crypto one day, similar to how AI is perceived today.
This time that’s rare. I had some conversations around DePin and DeSci that felt novel, but they remain a minuscule part of the market.
Generally, the only semblance of enthusiasm from people is around more flavors of stablecoins, and more perp dex’s.
Stable Asia retweeted
JUST IN: 🇺🇸 YouTube now allows US creators to receive payouts in crypto stablecoins.
Stable Asia retweeted
We're LIVE on Apple! 🚀
The full #AgroX Agricultural Intelligence App has officially landed on the Apple App Store!
Now, millions of farmers and builders can access our core features right from their iPhone:
• ✅ Real-Time Data Integration (via DePIN network)
• ✅ AI-Powered Plant Doctor (Pest/Disease ID)
• ✅ 100+ Crop Guides
The mission to secure the future of food starts now. Download, contribute to the Human DePIN, and earn rewards!
AgroX: Agricultural Intelligence, Decentralized.
apps.apple.com/vn/app/agrox/…
#AgTech #AppStore #DePIN #Solana #iOS #Farming
Stable Asia retweeted
Some in crypto waste their time on networking. Others in crypto know what matters, and focus on networking.
DePIN will come back stronger on Solana
1/ Solana DePIN is holding strong.
$2M+ in on-chain revenue again, @helium up 787% YTD, @Hivemapper hit a 2025 ATH, and compute demand keeps climbing.
Read the full report below 👇
Stable Asia retweeted
🚨 New Partnership Announcement 🚨
We’re beyond excited to announce that @wingbits x @375ai_ x @BeaconProtocol are joining forces. Why?
The global AI market is projected to grow from $189B to $4.8T in the next decade. But today’s models still lack accurate, real-world perception. AI can generate, but it can’t yet understand the world around it. And the data it needs is fragmented across private systems.
So we’re fixing that. Together, we are entering into a data-sharing partnership:
✈️Flight tracking from @wingbits
🚗Ground movement insights from @375ai_
🔐Encrypted, verifiable data from @BeaconProtocol
This partnership gives AI real visibility, real context, and real trust.
More developments to come soon.
Read the full announcement via link in comments👇
Stable Asia retweeted
"Previously, blockchains sat in the experimental division of institutions. Now they're really serious. They're asking us to explore all the options." - @amiravalliani / @SolanaFndn


































