Why GEODNET Might Win

1. Mission-Critical, Machine-to-Machine Infrastructure

GEODNET powers Real-Time Kinematic (RTK) satellite correction data — a foundational layer for:

  • • Autonomous vehicles and drones

  • • Precision agriculture

  • • Construction and surveying

  • • Telecom towers and satellite backhaul

This infrastructure is consumed continuously by machines that don’t sleep, pause, or turn off. Demand is predictable and always-on.

3. Less Regulatory Friction = Faster Global Scaling

Helium Mobile must navigate:

  • • FCC regulations

  • • SIM provisioning

  • • MVNO contracts

  • • 911 compliance

GEODNET, on the other hand:

  • • Operates in an unlicensed GNSS augmentation layer

  • • Faces zero telecom regulatory hurdles

  • Can deploy globally without bureaucratic bottlenecks

4. Cleaner Token Model with Real Data Incentives

  • • Avoids Helium’s multi-token complexity (HNT, IOT, MOBILE)

  • • Rewards are tied to data value, not uptime alone

  • • Keeps emissions tighter and aligned with enterprise-grade usage

• Reduces inflation and ensures sustainable token velocity

Why Helium Is Still #1 (And Might Stay There)

1. Largest DePIN Network in the World

  • • Over 1 million nodes deployed

  • • Covers both IoT (LoRaWAN) and 5G/Mobile

  • • No other DePIN project comes close in scale, reach, or mindshare

2. Mobile Connectivity Is the Biggest Prize

The $2 trillion+ mobile market is up for grabs. Helium Mobile’s MVNO deal with T-Mobile includes:

  • • Nationwide fallback coverage

  • • A clear onboarding path for retail users

  • • Proof-of-Coverage mechanisms linked to real-world mobile usage

Helium is the only DePIN network delivering live, consumer-facing mobile service at scale.

3. Strong Flywheel: Real Users, Real Data, Real Rewards

  • • Consumer buys a SIM

  • • Uses the network

  • Generates data usage

  • • Gets rewarded

    What do you think?