Some thoughts on @helium and solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux 1) Network wide revenue is up roughly 4x y/y from $13k / day to $50k / day. The asset is currently trading at an 8x PE 2) Based on the current buy and burn, more than 10% of the float is being systematically purchased
@toly·Jun 5, 2026
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