B 🎈 @bbui

I build stuff @ParleyLabs. Build decentralized networks like @helium. Engineering and Rapid prototyping 🇺🇸 parleylabs.com CA Joined October 2008

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B 🎈 @bbui

a week ago

@macjshiggins Here for the car ride

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feel free to take this with a grain of salt. I’m a former team member, early deployer, and still personally advising the team. there's been a lot of discussion and some pointed but productive questions about the latest HNT proposal. here's my (hopefully equally thoughtful) read on the main ones. one worry is that selling the carrier to noble strips the network's best cash flow out of the protocol. that assumes the cash flow was ever inside it. the only part that was is carriers burning HNT to pay for offload. the arpu, the churn, the sg&a of running an mvno, none of that ever touched the token mechanically. and on its own terms, the carrier burned cash. cutting it took a real cost off the books, which is good for the network and for the focus of the core team. noble pays for offload like any carrier. so do the next 10. pointing HNT at offload across every carrier, instead of levering it to one consumer brand, is the right next step for the network. the durable part is the offload the community enables, and that stayed. second, the 72% dilution headline. it's actually a gated, metered authorization over 36 months with community oversight. authorized isn't minted, and minted isn't sold. it also prices off a baseline that doesn't exist. the network was already emitting HNT every day through PoC, an open formula paying anyone running a radio, used or not. the HIP retires that. yes, it's dilution, and the tokens still flow out to deployers and ops. the question is what the dilution buys. PoC bought coverage, used or not. a governed treasury can buy usage and growth that drive burn. that's the real debate third, the burn cut. the bear case holds volume fixed and drops price, so burn falls. burn is price times volume. 50c sits above market and caps adoption. lower the toll, grow the road, more cars. if volume more than 5x's, burn goes up. that's a usage bet, which is the right kind to make. the fair ask under a lot of this is governance that aligns network growth with holder value. that's what the proposal is: a 7-seat council, 5 community seats, quorum to terminate. more holder control over the network, and the seats are community-nominated. if that's the bar, come help set it. so the bet is pretty simple imo: do we believe, as HNT holders, that mario and the team are the best equipped to further build out the next 5x and more on demand for network usage (and thus HNT burn)? although the devil is always in the details and there are always (as with anything ambitious and multi year) a lot of paths that end in failure, i think the answer is simply: yes. they are the right, focused, team.

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B 🎈 @bbui

2 weeks ago

It was 2019, after some time taking a break from crypto mining. I get hit with an ad for a new crypto project that promised a new future where a new wireless infrastructure could be built by the people. Wild, must be a scam! I pre-ordered anyway. What started as a passion and a welcoming community turned into me starting @ParleyLabs to help all the builders in this network, to support the grand ideas everyone had. 7 years later and companies all over the world are deploying sensors on @helium's global IoT LoRaWAN network and millions of mobile subscribers connect to the @helium Mobile Network. A lot has happened and a new industry born (#DePIN). There's still work to do, but @amirhaleem it has been a pleasure! 🫡

amir 🇺🇸🏴󠁧󠁢󠁥󠁮󠁧󠁿🇪🇬 @amirhaleem

3 weeks ago

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frank🎈 @fmong

3 weeks ago

Andrew and @joinnoblemobile acquired the @helium_mobile cell service. @helium is independent and community driven. The decentralized network will continue to grow. ATT, TMO and now Noble Mobile in addition to Helium Mobile will use the helium network when available!

CoinDesk @CoinDesk

3 weeks ago

NEW: Andrew Yang's Noble Mobile has acquired crypto-powered wireless carrier Helium Mobile, combining Noble's mobile service business with Helium's blockchain-based wireless network.

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B 🎈 @bbui

3 weeks ago

@didiomario Here for it! LFG!

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B 🎈 @bbui

3 weeks ago

@amirhaleem @didiomario What a run! Incredible how far you and your team have taken Helium. It's been a wild ride and look forward to continue working with @didiomario.

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3 weeks ago

I hate “some personal news” tweets, but, some personal news after 13 years running Helium, I let the team know a couple of months ago that I am stepping down as CEO and moving into the chairman role. @didiomario is taking over. this is the right moment to do it, and he is without question the right person to lead what comes next when we started, the idea was simple even if outrageous at the time. let anyone build and own the wireless infrastructure the world runs on and flip a century old model where carriers own and profit from the whole thing. now we have millions of people connecting through Helium every day, and an entirely new category, DePIN, has been created. and that's thanks to tens of thousands of people who deployed, built, and grew the network Mario has been running the network side of the business for years. he understands the carriers, the tech, and the size of the opportunity better than anyone. I'm proud of how far Helium has come, but even more excited about where he’ll take it. Helium has become a platform any carrier in the world can build on with real global expansion happening I'm not going anywhere. I’m still holding solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux and I’ll still be very active as chairman. but Mario is in the driver's seat which is what's right for Helium now and for the next era ahead. the goal never changed: more of the world running on infrastructure built and owned by the people there's also a live space going on now with Mario discussing the upcoming roadmap x.com/i/broadcasts/1… LFG solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux 🚀

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B 🎈 @bbui

2 months ago

@abhay @MaknBank1 I’m game.

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B 🎈 @bbui

2 months ago

@tjerkienator @jbarbier @grok We’re talking about gstack not gbrain these are two different repos

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B 🎈 @bbui

2 months ago

@tjerkienator @jbarbier @grok To be clear he doesn’t see your code. Just some metrics.

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B 🎈 @bbui

2 months ago

@tjerkienator @jbarbier It asks you to report telemetry. If you allow it yes they can see things you share.

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B 🎈 @bbui

2 months ago

More accessible data, more visibility. That is the way. OSINT at a whole new scale.

wingbits @wingbits

3 months ago

There's an invisible war being fought over the Strait of Hormuz right now. Iran, Israel, the US - all spoofing GPS signals to confuse adversaries, disrupt shipping and hide movements. The Wingbits DePIN community has been mapping it all - and just helped a major newspaper

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B 🎈 @bbui

3 months ago

@abhay 💯

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B 🎈 @bbui

3 months ago

@0x_Something @garrytan @steipete Not only in the github repo, but even inside the tool itself. "You're thinking the right way... you should apply" Giving away so much value, but making sure to bring people back to where that value came from. Bravo @garrytan !!

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B 🎈 @bbui

3 months ago

@abhay @theraj @claudeai Your idle bots should feed into everyone who's running @dotta's github.com/paperclipai/pa…

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B 🎈 @bbui

3 months ago

Testing out @diodeinc PCB CLI tooling with our design pipeline to see if we can go 0-1 prototype board in lightning speed. So far the iteration cycle between Requirements > Design > BOM > Sourcing > Validation cycles are compressing... We live in a whole new era