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Dylan Bane Profile picture
Dylan Bane
@dylangbane
Research Analyst @MessariCrypto | Previously: @Princeton, @TrowePrice | Co-Founder @pton_blockchain | NFA | DePIN is the Frontier
Dec 9, 2024 • 9 tweets • 2 min read
2025 will be the year of the DePIN Chain Wars.

In our upcoming @MessariCrypto Theses we predict that a significant competitor will emerge to rival @solana’s DePIN dominance.

@DIMO_Network’s recent migration highlights one the top potential rivals - @base.

A 🧵 2/
 DePIN’s market cap is up 132% this year, with early stage fundraising also up an impressive 300%.

As established players like @helium and show real traction and an influx of DePINs hit the market, the sector will become a prime battleground for infra layers in 2025.