1/ Helium: Decentralizing Telecom with Web3 Incentives
@helium has shifted from an IoT startup to a decentralized mobile infrastructure leader, driving hundreds of thousands of daily users and significant carrier partnerships proving scalable decentralized data offload.
2/ Helium's integration with Movistar Mexico demonstrates viability: averaging 390 MB daily data offload per user.
Paired with accelerated growth in domestic offload footprint, daily hotspot usage is trending upwards.

3/ While DAUs have increased significantly in 2025, cellular offload volume has remained steady, averaging between 15 TB and 25 TB daily.
Partnerships with network operators such as Movistar Mexico, paired with the addition of @inversion_cap as a second service provider, should

4/ Increased network utilization accelerates the burn rate of Data Credits (DCs), used to purchase data on the Helium Network and representing on-chain revenue.
Average DC burns continue to steadily increase in 2025.

5/ Helium’s "brownfield" strategy leverages existing urban Wi-Fi infrastructure, rapidly scaling hotspot deployments.
Over 250k hotspots are currently planned, significantly reducing rollout costs and timelines.

6/ @helium_mobile, the Helium Mobile Network's first MVNO operated by @novalabs_, maintains a clear competitive edge in comparison to it's MNO counterparts in terms of user acquisition costs.

7/ @helium_mobile evolved from a $5 beta plan to a competitive multi-tiered MVNO, now offering plans from $0–$30/month, reflecting a mature, consumer-oriented growth strategy.

8/ To stay updated on Helium Network developments, adoption trends, governance proposals, and more, subscribe to @blockworksres and check out the latest note by @0xMetaLight.
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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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