A chart a day keeps the doctor away - the thesis behind the $XNET trade. Tracking XNET, DePIN, telecom and wireless infrastructure space.

Joined October 2026
SpaceX just bought nationwide low-band spectrum and the big three carriers dropped 5 to 7% after hours. Everyone's asking if AT&T and Verizon are in trouble. The better question is where they find the capacity to fight back, because the numbers are ugly 🧵 $XNET #DePIN
1
3
8
166
XNET Signal retweeted
Wimberley just leveled up its community-built wireless coverage! Meat & Drink is officially on the map with @XNET_Mobile. Powered by local builders, #XNET is expanding decentralized connectivity one site at a time. Stronger community infrastructure powered by $XNET! 📶
3
8
481
XNET Signal retweeted
Whether you are deploying Wi-Fi access points, exploring carrier offload, or following network growth, you are in the right place. Connect with our team and deployer community: Telegram: t.me/+8cUKrc1aLv81YmZh Discord: discord.gg/73KDE6Jgj
5
14
993
It’s crazy how 100k people are gonna use XNET lol. You guys aren’t ready for what Depin will do
🔥 $XNET is heading to Oklahoma State University's massive Homecoming weekend! 🏈 Mitchr has been hard at work preparing his XNET deployment, backed by Ubiquiti networking gear. 👥 100,000 expected attendees 📡 Real-world connectivity 🚀 A huge weekend ahead!
1
1
29
XNET Signal retweeted
Named after a brother’s cat back in 1980, Valentino's in San Marcos has deep local roots. Now this neighborhood staple is rolling out community wireless powered by @XNET_Mobile. Real-world coverage is expanding via #XNET and $XNET.
3
11
685
XNET Signal retweeted
🔥 $XNET is heading to Oklahoma State University's massive Homecoming weekend! 🏈 Mitchr has been hard at work preparing his XNET deployment, backed by Ubiquiti networking gear. 👥 100,000 expected attendees 📡 Real-world connectivity 🚀 A huge weekend ahead!
5
2
16
782
Replying to @elonmusk
@elonmusk in need of telecom bandwidth? Add @XNET_Mobile to sit alongside @xai, @SpaceX and @X.
2
4
12
168
Growth! Lots of these APs haven’t even started offloading yet. Bullish on solana:xNETbUB7cRb3AAu2pNG2pUwQcJ2BHcktfvSB8x1Pq6L
Another batch of hardware is live on the network. 120 new devices joined between Oct 7 and Oct 9. Huge shout out to the deployers! Keep building.
2
4
63
XNET Signal retweeted
Another batch of hardware is live on the network. 120 new devices joined between Oct 7 and Oct 9. Huge shout out to the deployers! Keep building.
5
1
12
920
I think the most underrated change at @XNET_Mobile this year has nothing to do with the token price. Big operators can now choose to get paid in dollars instead of XNET. It sounds like a small thing but I don't think it is 🧵 #DePIN
1
2
3
108
It also changes who shows up. A regional ISP, or a company that already manages Wi-Fi for 200 hotels, doesn't need to understand crypto to say yes to this. They need a rate per GB and a payment date. And they're the ones with the venues. So think even faster growth!
1
1
21
I'm curious where people land on this. If you ran a venue, would you take the tokens or wait two months for the dollars? 👇 I post charts and breakdowns on XNET, DePIN and wireless through the week.
1
21
You can’t fight a battle against so many forces and win
BofA says SpaceX's Starlink Mobile is now a 3-way risk to $AAPL 1. It threatens the carrier subsidy model. ~53M iPhones a year go through the Big 3 carriers with ~$800 in promo credits each, and switchers lose that 2. A cheap Starlink phone could take share 3. A Tesla/SpaceX/Grok ecosystem could compete with Apple's BofA's math: if 10% of Big 3 postpaid subscribers move to SpaceX, Apple loses ~5M units, or ~$6B in revenue They call it manageable near-term and keep a Buy with a $370 price target, but see the bigger risk to Apple's multiple as the debate shifts to US iPhone pricing power Do we think Elon is going to launch a phone next?
41
Lovely. We’re back baby 🔥 solana:xNETbUB7cRb3AAu2pNG2pUwQcJ2BHcktfvSB8x1Pq6L #DePIN
We’ve been quiet while our team stayed heads down building. That changes now. Expect more deployment highlights and an upcoming series introducing the team helping build the network.
4
40
XNET Signal retweeted
We’ve been quiet while our team stayed heads down building. That changes now. Expect more deployment highlights and an upcoming series introducing the team helping build the network.
3
5
1
23
1,551