Deep Dive
1. VPN Full Launch (Q1 2026)
Overview:
The Datagram VPN closed beta launched on 17 December 2025, with the full release expected in Q1 2026. This decentralized VPN uses single-hop routing and WireGuard encryption to balance privacy and speed, targeting users wary of centralized alternatives.
What this means:
This is bullish for DGRAM because it introduces a revenue-generating product tied to token utility (payments/burns). Risks include adoption hurdles against established VPNs like NordVPN.
2. Token Burn Integration (Q1 2026)
Overview:
Post-VPN launch, 50% of monthly subscription revenue will fund periodic $DGRAM burns, as outlined in the tokenomics. This deflationary mechanism aims to counter initial high circulating supply (57.5% at launch).
What this means:
This is neutral-to-bullish: burns could offset sell pressure from airdrops, but effectiveness depends on VPN adoption. Burns may start small (e.g., $50k/month revenue = ~33M DGRAM burned at current $0.0015 price).
3. DePIN Ecosystem Expansion (2026)
Overview:
Datagram plans to scale its decentralized physical infrastructure network (DePIN) to “hundreds of millions of devices” (source), focusing on enterprise partnerships in AI, telecom, and IoT. No specific timeline beyond 2026.
What this means:
This is bullish long-term if executed, as enterprise adoption could stabilize demand. However, competition from Helium (HNT) and lack of detailed milestones introduce execution risk.
Conclusion
Datagram’s roadmap prioritizes product-led token utility (VPN + burns) while betting on DePIN’s enterprise potential. The next 3–6 months will test whether VPN adoption can sustainably fuel deflationary mechanics. Will decentralized infrastructure demand outpace dilution from unlocks?