Latest Helium (HNT) News Update

Deep Dive

1. @helium: Third Halving Triggers Reward Reset bearish

“All veHNT delegations reset August 1. You must re-delegate to keep earning HNT rewards through 2026”
– @helium (1.2M followers · 42K impressions · 2025-07-25 14:55 UTC)
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What this means: Bearish short-term pressure as stakers face liquidity lockups or forfeited rewards during redelegation.

2. @BiconomyCom: HNT/USDT Listing Fuels Momentum bullish

“Listing HNT/USDT pair on July 18 – Helium revolutionizes decentralized IoT/mobile networks”
– @BiconomyCom (289K followers · 15K impressions · 2025-07-18 10:45 UTC)
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What this means: Bullish for liquidity and visibility, though HNT remains 36% below July’s $4.03 peak post-listing.

3. @Cryptonewsland: Resistance Zone Looms bearish

“HNT approaches $3.90–$4.24 resistance where it crashed 42% in February. MFI >80 signals overbought risk”
– Cryptonewsland (Data: 2025-07-21 13:35 UTC)
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What this means: Bearish technical setup with spot traders selling $2.17M in four days despite 10% price rise.

Conclusion

The consensus on HNT is mixed, balancing halving-induced staker uncertainty against DePIN adoption milestones. Watch whether the 50% emission cut (now 7.5M HNT/year) stabilizes prices post-August 1 redelegation chaos. Network utility metrics like Mobile Data Credits burned (+100% Q2 2025) could offset technical resistance – if the crowd stays plugged in.

TLDR Helium navigates supply shocks and regulatory tailwinds while expanding real-world utility. Here are the latest updates:

1. Revenue-Driven HNT Burns (19 August 2025) – Helium Mobile subscriber fees ($2.3M/month) now fund HNT burns, tightening supply.
2. SEC Drops Nova Labs Case (13 August 2025) – Regulatory closure removes legal overhang after $200K settlement.
3. Post-Halving Consolidation (1 August 2025) – 50% emission cut triggers mixed technical signals amid weak price action.

Deep Dive

1. Revenue-Driven HNT Burns (19 August 2025)

Overview: Helium will burn HNT equivalent to 100% of Helium Mobile’s subscriber revenue ($2.3M monthly), redirecting funds from Nova Labs’ treasury. This follows August’s biennial halving, which slashed annual HNT emissions to 7.5M. Combined, these could push HNT into net deflation if adoption grows.

What this means: Bullish for HNT’s scarcity narrative, as burns directly tie network usage to token demand. However, uncertainty persists about whether burns use gross/net revenue or market buys vs. treasury holdings. (Blockworks)

2. SEC Drops Nova Labs Case (13 August 2025)

Overview: The SEC dismissed its 2023 lawsuit against Nova Labs (Helium’s parent) over alleged investor deception, concluding with a $200K settlement and no admission of wrongdoing. This aligns with the agency’s broader shift toward crypto collaboration under new leadership.

What this means: Neutral-to-bullish, as it removes regulatory uncertainty but doesn’t guarantee future immunity. The settlement’s modest size suggests minimal operational impact. (Yahoo Finance)

3. Post-Halving Consolidation (1 August 2025)

Overview: HNT fell 36% from July’s $4.03 peak ahead of its third halving, which cut daily emissions to 20,548 HNT. Despite reduced sell pressure, prices hover near $2.95 with bearish technicals (RSI 43, declining open interest).

What this means: Bearish short-term sentiment clashes with long-term supply constraints. Active Hotspot operators may benefit from unchanged data-transfer rewards, but passive miners face lower yields. (CoinMarketCap)

Conclusion

Helium’s dual supply shocks (halving + burns) and regulatory clarity position HNT for deflationary momentum, but technical weakness and execution risks linger. Will rising Mobile subscriber adoption offset miner attrition post-halving?

TLDR
Helium’s development continues with these milestones:

1. HIP-138 Implementation (Q4 2024–2025) – Phasing out MOBILE/IOT tokens, unifying rewards under HNT.
2. Mobile Revenue Burn (August 2025) – Redirecting 100% Helium Mobile revenue to burn HNT.
3. $50M Grant Program (2025) – Funding global network expansion and IoT/mobile partnerships.

Deep Dive

1. HIP-138 Implementation (Q4 2024–2025)

Overview: Approved in November 2024, this governance proposal phases out MOBILE and IOT subnetwork tokens, consolidating rewards into HNT. It redirects 11M unissued HNT to fund the MOBILE treasury and increases rewards for active Hotspot operators by 40%.

What this means:
- Bullish: Simplifies tokenomics, reduces fragmentation, and aligns incentives under HNT.
- Risk: Community pushback from MOBILE/IOT holders concerned about value dilution.

2. Mobile Revenue Burn (August 2025)

Overview: Announced on August 19, 2025, 100% of Helium Mobile’s $2.3M monthly subscriber revenue will now burn HNT instead of going to Nova Labs. Burns could offset emissions, accelerating deflation.

What this means:
- Bullish: Adds deflationary pressure alongside August’s halving (emissions cut to 7.5M HNT/year).
- Uncertainty: Burns depend on subscriber growth (166,700+ paid users as of July 2025).

3. $50M Grant Program (2025)

Overview: The Helium Foundation’s grant pool targets NYC/Mexico coverage expansion, IoT flood sensors in Porto, and partnerships like Telefónica’s Movistar.

What this means:
- Bullish: Funds high-impact DePIN use cases, aiming for 250K+ U.S. Mobile subscribers.
- Watch: Deployment metrics (e.g., Hotspots grew 2,400/week in July 2025).

Conclusion

Helium’s roadmap prioritizes tokenomic cohesion (HIP-138), deflationary burns, and real-world adoption via grants. While HNT faces technical resistance near $3.90, network growth (1.16M daily users) and carrier partnerships (AT&T, T-Mobile) could drive utility demand. Will August’s token burns offset post-halving sell pressure?

TLDR Helium’s codebase updates focus on improving governance tools and hardware wallet integration.

1. Ledger Flex Compatibility Fixes (6 August 2025) – Resolved bugs affecting Ledger hardware wallet users.
2. Delegation UI Overhaul (22 July 2025) – Streamlined staking interface with critical bug fixes.
3. Mass Delegation Feature (8 July 2025) – Enabled bulk management of locked HNT positions.

Deep Dive

1. Ledger Flex Compatibility Fixes (6 August 2025)

Overview: Version 2.14.6 addressed community-reported issues with Ledger Flex hardware wallet integration, ensuring smoother asset management for users relying on cold storage.

This update resolved authentication errors and transaction signing failures specific to Ledger devices, critical for users managing large HNT stakes securely.

What this means: This is bullish for HNT because it strengthens security for high-value stakers, reducing risks of lost access or failed transactions. (Source)

2. Delegation UI Overhaul (22 July 2025)

Overview: Version 2.14.4 introduced fixes for delegation interface glitches, including misaligned voting power displays and proxy assignment errors.

The update prioritized user experience ahead of Helium’s annual governance reset on 1 August, where all veHNT delegations expired.

What this means: This is neutral for HNT because it doesn’t alter tokenomics but ensures smoother participation in governance, which could boost long-term engagement. (Source)

3. Mass Delegation Feature (8 July 2025)

Overview: Version 2.14.3 added bulk delegation tools for locked HNT positions, allowing users to manage multiple stakes in one action.

This reduced manual effort for large stakeholders and validators ahead of the governance cycle renewal.

What this means: This is bullish for HNT because it lowers barriers to active governance participation, potentially increasing network decentralization. (Source)

Conclusion

Recent updates emphasize usability and security for HNT stakers, aligning with Helium’s push toward decentralized governance. While these changes don’t directly impact token supply or demand, they reinforce network reliability. How might improved delegation tools affect voter turnout in Helium’s next governance cycle?