DePin.Builders
Picking Networks That Survive

Picking Networks That Survive

A framework for separating real demand from emission-funded supply, using live case studies across compute, wireless, and sensors.

4 modules · 18 lessons · 2h 40m
Course content

What you will cover

Module 1 · Real demand versus emissions5 lessons
  1. 1.1The single question that filters most projects
  2. 1.2Reading ARR, fees, and real customers
  3. 1.3Emission-funded supply and its half-life
  4. 1.4Case study: compute demand and the GPU squeeze
  5. 1.5Case study: wireless and carrier offload
Module 2 · Defensibility and moats5 lessons
  1. 2.1Physical moats versus fungible commodities
  2. 2.2Geographic scarcity and density rules
  3. 2.3Switching costs for enterprise buyers
  4. 2.4Case study: sensors and signed data
  5. 2.5Case study: storage and paid deals
Module 3 · Token and treasury health4 lessons
  1. 3.1Burn, buyback, and deflation pathways
  2. 3.2Treasury runway and insider unlocks
  3. 3.3Governance and who really decides
  4. 3.4Red flags in the token flow
Module 4 · Putting it together4 lessons
  1. 4.1Scoring a network on six dimensions
  2. 4.2Weighing operator yield against durability
  3. 4.3Building a watchlist
  4. 4.4When to walk away
Coming soon

This course is in production. The outline above is the plan. It opens for enrollment once the lessons are recorded.