Public oracle actual · gross token rewards
+5,163.8 HNT since 24 Apr
Back of the House
Helium portfolio
Refreshing sourcesOracle · Market price · Aug 19, 2026, 10:00 PM
01
Executive overview
Current portfolio · 43 stores · 145 access points
85% net share after the 15% Connect fee
Mark-to-market at $0.1702 / HNT
Base case · 117-day observed hnt production pace
Modeled · medium confidence
02
Monthly collections
Collected, month-to-date, and forward run-rate · after deductions
4,389.2 net HNT at $0.1702 / HNT
- Gross collected
- 5,163.8 HNT
- Connect deduction
- −774.6 HNT
- Verified period
- Apr 24 – Aug 19
Net collected uses verified token growth after the 15% deduction. USD is marked to the selected scenario price, not settlement cash.
Calendar view
Base price2026 monthly net value
Jan
—
Feb
—
Mar
—
Apr
$45
May
$198
Jun
$192
Jul
$198
Aug
$115
Sep
$192
Oct
$198
Nov
$192
Dec
$198
Collected / MTDForecast
| Month | Status | Gross HNT | Deductions | Net HNT | Fast Casual | Full Service | Net value |
|---|---|---|---|---|---|---|---|
| Jan 2026 | Not tracked | — | — | — | — | — | — |
| Feb 2026 | Not tracked | — | — | — | — | — | — |
| Mar 2026 | Not tracked | — | — | — | — | — | — |
| Apr 2026 | Allocated actual | 308.9 | −46.3 | 262.6 | $0 | $45 | $45 |
| May 2026 | Allocated actual | 1,368.2 | −205.2 | 1,163.0 | $0 | $198 | $198 |
| Jun 2026 | Allocated actual | 1,324.1 | −198.6 | 1,125.4 | $0 | $192 | $192 |
| Jul 2026 | Allocated actual | 1,368.2 | −205.2 | 1,163.0 | $0 | $198 | $198 |
| Aug 2026 | MTD | 794.4 | −119.2 | 675.3 | $0 | $115 | $115 |
| Sep 2026 | Forecast | 1,324.1 | −198.6 | 1,125.5 | $0 | $192 | $192 |
| Oct 2026 | Forecast | 1,368.2 | −205.2 | 1,163.0 | $0 | $198 | $198 |
| Nov 2026 | Forecast | 1,324.1 | −198.6 | 1,125.5 | $0 | $192 | $192 |
| Dec 2026 | Forecast | 1,368.2 | −205.2 | 1,163.0 | $0 | $198 | $198 |
| YTD collected | After deductions | 5,163.8 | −774.6 | 4,389.2 | $0 | $0 | $747 |
Portfolio mix
Base forecastValue by operating segment
Fast Casual0 stores · 0 APs
$0annual net
Full Service0 stores · 0 APs
$0annual net
Segment totals roll up automatically from all store forecasts. Current venue allocation is AP-weighted.
03
Store forecast
Three-year modeled net value · ranked by contribution
Forecast controls
Test the portfolio outlook
Change market price and annual HNT productivity assumptions. Actual reward totals remain unchanged.
Scenario price$0.1702Annual portfolio forecast $2,330
0 stores shown
| Store | Segment | APs | 2027E | 2028E | 2029E | 3-year | Contribution |
|---|---|---|---|---|---|---|---|
| Portfolio total43 stores | Both segments | 145 | $2,330 | $2,400 | $2,472 | $7,202 |
04
Methodology & controls
Designed for ownership, finance, and C-level review
Network rewards
Lifetime HNT comes directly from Helium’s public rewards oracle for the BOH owner address. The current snapshot is captured when the dashboard refreshes.
12,681.7 HNTOpen oracle source ↗Store allocation
Until Helium’s authenticated venue export is connected, annual rewards are allocated by each store’s share of the 145 active access points.
43 stores · 145 APsFast Casual 78 APs · Full Service 67 APsForward outlook
Annual HNT production uses growth observed since Apr 24, 2026. Dollar forecasts apply the selected price and growth scenario after the 15% fee.
16,110 HNT / yearMedium confidence · 117 observed daysThis dashboard is a management forecast, not a cash-reconciliation or GAAP revenue schedule. Monthly collected values allocate verified cumulative token growth across elapsed calendar days; historical settlement prices and venue-level payout exports are required to reconcile realized USD revenue.