DePIN’s Real-World Potential: Helium & Filecoin
Helium’s IoT Growth

Coverage: 1M+ hotspots globally, but utilization remains low (~15% active).

Pivot to 5G: Solana migration boosted tokenomics, yet telecom adoption lags.

Filecoin’s Storage Demand

Capacity: 20+ EiB stored (90% unused), with demand rising ~30% YoY from AI/archival use.

Challenge: Competing with AWS on price, not reliability.

Outlook:
DePIN needs real revenue, not just hardware deployments. Filecoin’s AI partnerships (e.g., Ocean) may outpace Helium’s telecom hurdles.