Kairos Signal / sector supply report — iot — generated 2026-09-02 12:36 UTC from live ClickHouse

IoT sector: 5 networks with live, verifiable supply telemetry

Of 9 Internet-of-Things networks in our catalog, 5 produce live telemetry we can serve with provenance right now. The remaining 4 are named in the refusal list below — that is what "no estimates, no zero-fill" looks like when it is enforced. The live coverage here is chain-first: token economics from the chains' own RPC endpoints and public explorers (total/circulating supply, burn balances, holder counts), block production (height, interval, witness counts), plus market context from CoinGecko clearly labelled as aggregator rows.

Per-network coverage — every iot network we hold live data for

Sorted by distinct live metrics. "non-agg rows" counts rows from the network's own chain or explorer (not market aggregators) — that is where supply-side truth lives.

Each symbol links to its per-network page with the full metric table and per-value verify URLs. Generated 2026-09-02 12:36 UTC — numbers move continuously, this page is regenerated from live ClickHouse, never hand-edited.

Top movers by revision activity (writes in the last 7 days vs the prior 7)

Revision activity is the count of new telemetry rows we recorded per network. For the IoT sector this tracks chain-data publishing — block heights, witness counts, token transfer totals — not node growth. A spike usually means a new collection surface came online; that is exactly what a monitoring customer subscribes to.

Live query at generation: rows in default.depin_onchain per symbol, 7-day windows. A new network with no prior-window rows reads +100% by definition (nothing → something); that is stated rather than smoothed away.

Freshest first-party readings, with the URL to check each one

Sampled rows from non-aggregator sources (the chains' own RPC endpoints and public explorers), newest first. The verify link is the exact upstream endpoint the value came from — open it and the number should be in the same ballpark right now, that is the product.

Collection freshness — rows recorded per hour, last 24h

Each bar is one hour of collector writes for this sector, straight from the ledger's own timestamps. A gap would mean the collectors were down; we would publish the gap, not paper over it.

The honest refusal list — 4 iot networks we carry in the catalog but publish NO data for

These are named because that is the finding: a sector report that only lists winners is a brochure. For each network below, either the network publishes no public stats API, or every telemetry surface is key-gated or has been silent long enough that we refuse to back-fill it. Evidence for each refusal is logged in our coverage blockers register with a check date. We will not estimate, zero-fill, or back-fill them — a missing metric is absent, not zero.

curl -s "https://kairossignal.com/v1/network/IOST" | python3 -m json.tool | head -40
curl -s "https://kairossignal.com/v1/supply?network=IOST,GEEQ"   # filter the feed to these networks