I firmly believe the market is valuing DePINs based on outdated information that they have no demand. The reality is a lot of DePINs right now are supply constrained. The only thing blocking more revenue is more deployments. Lot of dry kindling laying around.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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