Arul Murugan

Arul Murugan@arul_1111i · 2025/11/01观点输出

RT @carlosdomingo: Thanks to @arul_1111i and @DG__tw for believing in us early on and supporting us throughout all these years, in every si…

0300

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arul Murugan@arul_1111i · 2025/10/26赛道影响

Great summary and insight from @_The_Prophet__ AI

2032.1K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Arul Murugan@arul_1111i · 2025/10/19赛道影响

RT @helium: As many know, the @helium team has been burning @helium_mobile revenue on a daily basis thereby offsetting daily network emissi…

08500

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Arul Murugan@arul_1111i · 2025/10/04赛道影响

Well written @aut0m8d. Clearly articulated the growing pains, how the network is positioned now and why buy side demand is still not there for the $HNT token even though fundamentals are improving. Information arbitrage can’t be there for long time . Now the token flipping deflationary, it becomes positive token economics !

13312.1K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Arul Murugan@arul_1111i · 2025/10/04赛道影响

Great to see Revenue greater than the incentive for @helium network in Q4. Way to go for $HNT and can’t wait to see final Q4 stats HNT flipping deflationary 🚀🚀🚀

13403.3K

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Arul Murugan@arul_1111i · 2025/09/28市场影响

Yes, @WifiDabba’s managed deployment model helped me to scale from 1000 devices to 5000 devices with real demand without spending any incremental time to identify locations, hosts or taking care of the deployment. Now I personally committed to deploy a total of 10,000 devices in @WifiDabba network based on their proven execution. LFG and make it happen Dabba by end of the year 🚀🚀 Their managed services model not only ensures real revenue coming from each device deployed, their ‘Layer O’ model becomes the base infrastructure for deploying other DePIN projects like @WeatherXM, @wingbits, @geodnet , @AmbiosNetwork etc. Layer O model can be expanded to commodity DePIN projects like Natix to leverage their hundreds of thousands of subscribers and build the mapping network to be consumed by Ola (Uber of India). Wifi Dabba is spending about $100 in Indian rupee value to lay the fibre optics and other key infrastructure for each location the device is deployed. And this truly becomes the foundation layer for other Depin projects to take advantage (Layer O) What is interesting is that as other Depin projects leverage the base infrastructure from my deployed devices, a portion of the revenue from other projects can potentially come to the device owners / deployers and increase the ROI. You can read more in below blog article https://t.co/IoKuejcIQc

65211.9K

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Arul Murugan@arul_1111i · 2025/09/28观点输出

@doublezero #IBRL

10259

AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Arul Murugan@arul_1111i · 2025/09/27赛道影响

@JMFayal @helium Sharing my experience and it will be great for others to share their experience to earn passive income. Let us make #DePIN great again by earning meaningful passive income

002324

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Arul Murugan@arul_1111i · 2025/09/27市场影响

Agree @JMFayal and it is even possible to earn few hundred thousands of dollars passively by deploying @helium WiFi units. Another great example to earn hundreds of thousands of dollars of passive income is by contributing capital to deploy @WifiDabba units. Key aspect about Dabba Network is that they do managed services deployment and take care of identifying right locations and also do turnkey deployments by partnering with local operators. 100% of the deployment in their network is revenue generating and as per them they are generating on an average $7 of real revenue per unit deployed. They already have capacity for tens of thousands of locations that needs capital to take care of the device and deployment cost. This month I personally funded deployment of 1000 devices and in next 2 months I’m funding for the deployment of 5000 devices across multiple cities in India. As per them ROI is about 6 months on a conservative estimate and potentially can be higher based on Dabba token price. Dabba token is expected to be launched in the next one month. For more details pls reach out to their co-founder @ShubhenduSharma directly. #DePIN is definitely a great opportunity to generate passive income and the model is getting more matured every year. Let us all do our part to grow the DePIN network while earning a decent passive income. I am sharing my personal experience and should not be considered as financial or investment advice. As a disclosure @borderless_cap is one of the key investor along with @multicoin and others.

2110426.7K

AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。

Arul Murugan@arul_1111i · 2025/05/28赛道影响

RT @NATIXNetwork: DePIN meets DeAI - NATIX is building on Bittensor! NATIX is launching the StreetVision Subnet (#sn72) on @bittensor_ to…

018000

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。