GEODNET (GEOD)

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Price, market cap, supply and all-time high from CoinGecko, fetched 6 Aug 2026. The 25 scores come from the research pass dated 11 Jun 2026 and don't move with price.

These are the closest matches to GEOD measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

• [CoinGecko/CoinMarketCap] ATH $0.3746 (Jan 25, 2025), NOT $0.43
• [DeFiLlama] Q2 2026 revenue $1.93M (+10% QoQ), NOT declining
• [DeFiLlama / Messari] Annualized fees $9.5M (DeFiLlama), ARR $7.3M (Dec 2025)
• [GEODNET Docs / DePIN Hub] 80% buyback-burn is GeoDAO governance-controlled, not smart contract enforced
• [CoinDesk / BusinessWire] Multicoin $8M (Feb 2025), total $15M raised, 22 investors, zero selling evidence
• [Messari Q3 2025] 20,500+ RTK stations across 150+ countries, world's largest (4x Trimble)
• [Derived calculation] P/S 9.9x on $7.3M ARR (mcap basis), expensive vs Helium 3.1x, Trimble 4.5x
• [Grid Economics / Messari] Deflationary crossover threshold $5.5M ARR post-Jun 2026 halving (6 GEOD/day)
• [GEODNET Medium] Polygon→Solana migration (GIP-7 Q3 2025), Polygon support until Mar 2027
• [GEODNET Substack] NRCAN RTK compliance certification (Sep 2025), only country with formal compliance
• [Penn State / FCC] FCC licensing required for distributed RTK radio transmission (UHF 450-470 MHz)
• [VanEck] VanEck invested directly, holds <0.5% FDV, published 'Why We're Bullish'

One source link above no longer resolves, so we stripped the hyperlink rather than leave something that looks like evidence until you click it. The claims stay visible because they are part of the research record, but treat them as unverified. Every link was rechecked 6 Aug 2026.

What is the Early Thunder score for GEODNET (GEOD)?

GEOD scores 169 out of 250 on the 25-variable framework, ranking 7th of 251 rated tokens (top 5%). The framework verdict is HOLD.

What are GEOD's strongest fundamentals?

GEOD ranks highest on Active Users 8/10, 1st of 251, Holder Concentration 6/10, 1st of 251, Smart Money Flows 9/10, 2nd of 251 and Insider Selling 8/10, 2nd of 251. Ranks are measured against all 251 tokens in the same scoring pass.

How much GEOD supply is still to enter circulation?

45.4% of eventual GEOD supply is circulating today, leaving 2.2x the current float still to arrive. At a flat price per token that is 54.6% of fully diluted value ahead of current holders.

How far is GEOD from its all-time high?

GEOD trades 51.5% below its all-time high of $0.3743. Returning to that high requires a 2.1x move from the level used in this scoring pass.

Which tokens have a similar profile to GEOD?

Measured on the shape of all 25 scored variables rather than on price, the closest matches to GEOD are KMNO (138), AERO (157), ENS (137) and SAFE (132). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.

What catalyst was GEOD scored against?

Jun 30 2026 halving (12→6 GEOD/day) accelerates deflationary crossover, Japan/Iceland StableHex expansion (Jun 8), Binance listing 12-18mo (40-55% probability), humanoid robot positioning (Multicoin $8M thesis), GEODASH ag drone JV (Q3 2026 commercial) This was written as forward-looking when the scoring pass ran. The Jun 8 item has since passed, so read that part as history. Anything else listed may still be ahead.