DePIN Connection retweeted
.@Auki is building in a market most people still aren’t paying attention to.
1,000+ locations signed.
1,000+ robot store managers planned for 2027.
Physical AI is coming to retail. The scale of this opportunity is insane.
How big can physical AI in retail get?
Nils from @Auki shares the numbers here, from signed locations to 2027 deployments:
▪️ Auki has already signed over 1,000 locations for @CactusXR
▪️ The project plans to deploy over 1,000 robot store managers in 2027, connected to Cactus and delivered to existing customers
▪️ Retail could spend over $125 billion on physical AI within 5 years
This is what a clear plan looks like: a product and signed locations today, robot deployments planned for 2027 and over $125 billion in retail spending expected within 5 years👀
imho the future looks bright 🦾
DePIN Connection retweeted

Mario Nawfal@MarioNawfal2h
North America!
North AmericaConnected via West Asia App StoreLocation may be affected by a proxy or VPN.Account-level information, not a live location or per-post device.
🚨🇨🇳 China's stock market is getting HAMMERED...
The market heatmap is almost entirely red, with heavy losses across technology, manufacturing, healthcare, energy, finance and commodities.
Several individual stocks are down more than 5%, with some plunging roughly 8-11%.
This isn't a selloff isolated to one industry, the weakness shown here is remarkably broad.
When almost the entire market turns red at once, investors aren't simply rotating out of one sector.
They're selling risk across the board.
Writer: Samuel
DePIN Connection retweeted

The Kobeissi Letter@KobeissiLetter20h
United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: Foreign holdings of US Treasuries jumped +$83 billion in August, to $9.33 trillion, their 6th-highest total on record.
The surge was driven by Canada, which raised its holdings by +$38 billion, to $465 billion, its 4th-highest on record.
This was followed by Belgium, which increased its holdings by +$20 billion, to a record $491 billion.
The UK, the 2nd-largest holder, raised its holdings by +$11 billion, to a record $1.01 trillion.
Meanwhile, Japan, the largest foreign holder, cut its holdings by -$36 billion, to $1.07 trillion, its lowest since November 2024.
China, the 3rd-largest holder, reduced its holdings by -$27 billion, to $591 billion, its lowest level since August 2008.
Foreign holdings of US Treasuries are rising despite continued selling in Japan and China.
DePIN Connection retweeted
BREAKING: 🇺🇸🇮🇷 The US and Iran have reportedly reached a deal to end the war, per Al-Araby Al-Jadeed.
Good for markets 🚀
DePIN Connection retweeted

unusual_whales@unusual_whalesOct 19
North America
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BREAKING: A breakthrough deal between the U.S. and Iran could be announced as soon as this week, sources familiar with mediation efforts told Al-Araby Al-Jadeed.
It follows Iran’s president saying Friday that Tehran isn’t seeking nuclear weapons and is ready for dialogue.
DePIN Connection retweeted
A whale is betting big on $BTC and $ETH, with $140.88M in long positions!
Positions:
1,236 $BTC ($102.2M)
15,928 $ETH ($38.67M)
hypurrscan.io/address/0x6046…
DePIN Connection retweeted
JUST IN: MSCI to remove Michael Saylor's Strategy $MSTR from its indexes.
This market doesn't make sense.
US 10yr yields have collapsed to their lowest level this month - just under 5.1%
This after the hot CPI print is sending rate hike odds surging.
That is unless...
...the market is pricing in recession risk rather than rate risk.
DePIN Connection retweeted
People constantly tell me to stay away from politics or that things really aren’t that bad. But I wake up every morning hearing from truck drivers across America who are working themselves to exhaustion and still can’t afford groceries for their families.
This week alone, I watched two grown men break down in tears because they’re losing their homes. Not because they’re lazy. Not because they refuse to work. But because they’re already driving the maximum hours legally allowed, and it’s still not enough to survive.
During COVID, these were the men who kept America moving. While the world shut down, they kept delivering your food, medicine, and everyday necessities. They were called essential workers. They were called heroes.
Now they’re struggling to survive, and it feels like nobody cares.
You can disagree with my politics all you want, but I will never be silent about watching hardworking Americans lose everything despite doing everything right.
Without truck drivers, America stops. It’s time we start treating them like the backbone of this country that they are.
Diesel is averaging $6.20 a gallon in Illinois. Highest it’s ever been in history.
Thank you @realDonaldTrump really you’ve made America so great.
DePIN Connection retweeted
Looking back at July’s update, it’s pretty exciting to see how much @silencioNetwork has moved forward since then.
New deals involving African languages like Swahili, Amharic and Wolof, growing activity in Southeast Asia, and @messerer_theo casually dropping that $1M milestone in his recent interview with @DePINConnection
Really looking forward to the next Quarterly Community Update! Curious to see how these contracts are progressing, what the latest revenue figures look like, and whether we're getting closer to activating the 75% revenue-funded base:0x6bd83abc39391af1e24826e90237c4bd3468b5d2 buyback & burn program.
Lots to look forward to!
DePIN Connection retweeted
BREAKING: Japan declares a "state of emergency in cyberspace" as cyberattacks surge, with more than 20 major companies reporting breaches.
Readers added context they thought people might want to know
Japan did not formally declare a state of emergency in cyberspace. The phrase originated from a ruling party official at an LDP meeting; government agencies issued cybersecurity warnings and basic security advisories to companies amid breaches at 20+ firms.
japancyberwatch.com/articles/japan…
japancyberwatch.com/articles/japan…
cyber.go.jp/pdf/press/taio…
thenextweb.com/news/japan-cyb…
DePIN Connection retweeted
Precision agriculture isn’t new.
Accessible precision agriculture is.
For decades, centimeter-level positioning was reserved for large operations that could afford $5,000–$15,000+ in hardware and hundreds to thousands per year in correction fees.
Better seed placement. Less waste. More yield — but only if you could pay for it.
@GEODNET changes that.
Only $40/month or $400/year.
22K+ base stations. 175 countries.
The same accuracy. Available to any farmer, anywhere.
DePIN Connection retweeted

The Kobeissi Letter@KobeissiLetterOct 8
United States
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We are about to witness one of the biggest disruptions in the history of the telecom and internet industry.
For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service.
SpaceX, $SPCX, is about to change that.
This is a clear wake up call to the current giants of the industry.
Evolve or you will be left behind.
The Kobeissi Letter@KobeissiLetterOct 8United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
🔸1 Billion Vehicles Observed🔸
World models can't train on synthetic data alone, they need substantial quantities of real world data.
375ai produces 21,000+ hours of labeled, sensor enriched video every week and scaling quickly.
Reach out to us today for a sample: downlink.375.ai/
DePIN Connection retweeted
solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu will easily surpass $1 in the next bull run!
DePIN Connection@DePINConnectionOct 5United States!
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We just witnessed @GEODNET hit a new all time high in weekly token burns at $244,849. Given that 80% of their revenue leads to buys and burns, that puts their ARR at $15.9M!
solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu is still largely being overlooked but I can't imagine it will stay that way for long.
DePIN Connection retweeted

Benjamin Cowen@benjamincowenOct 5
United States
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I think the long-end of the yield curve will likely start dropping around mid-November (shortly after the midterms).
DePIN Connection retweeted
ALERT: 🚨 Oil flow through the Strait of Hormuz rebound to 80% of pre-war levels.
Crude exports top 14M barrels per day.
DePIN Connection retweeted

CoinMarketCap@CoinMarketCapOct 4
United States!
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LATEST: 📈 Crypto Banter's Ran Neuner says this is "crypto's first real bull market," fueled by protocols bringing in real revenue, "not driven by hot air and the promises of like big things to come."
DePIN Connection retweeted
Yesterday was a fun one — finally meeting our media design partners @BrickellDigital in person, while learning from some of the best about marketing in the AI age at un_prompted.
Big thanks to @craft_ventures for hosting an incredible group and conversation! 🚀
DePIN Connection retweeted
Silencio is all grown up now 😎 tons of great leads came out of this! We put @silencioNetwork on the radar of the biggest labs this week!


































