Episode Details

The Bull Case For Ethena’s Ecosystem and the Helium Network | Round Table
5/1/2025
0xResearch

Key Insights

Bullish:

  • 🟢 $HNT - Helium Mobile's partnership with Movistar in Mexico is expected to significantly increase network usage and fee generation, potentially driving growth for HNT.
    • Helium Mobile, the MVNO, has also partnered with Movistar to help offload data to hotspots. Movistar is one of the largest telecom operators in Mexico, and so Helium Mobile's mobile network is effectively open for deployment all over Mexico, and the 2,900,000 subscribers of MovieStar are going to begin roaming onto Helium hotspots, which should increase fees generated, but also the number of people connecting on a daily basis.” - Nick (10:46)
  • 🟢 $ATHENA - 🔒
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  • 🟢 $CRYPTOAI - 🔒
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  • 🟢 $CRYPTO - 🔒
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Bearish:

  • 🔻 $CEFI - 🔒
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