DePIN 终极指南：我们离万亿市场还有多远？

人工智能将是本轮牛市中表现最好的加密货币领域之一，但我不是随机购买人工智能相关代币，而是关注一个主要受益者：DePIN 赛道。

到 2028 年，DePIN 行业的价值预计将达到 3.5 万亿美元，我将在本文中详细介绍：

• DePIN 如何运作；

• 为什么 DePIN 有望在 2024 年（及以后）实现显着增长；

• 我正在投资的具体DePIN项目；

让我们仔细看看。

什么是DePIN

DePIN 代表“去中心化物理基础设施”，这些是激励去中心化社区构建和维护物理硬件的区块链协议。用户向网络提供硬件或软件资源并获得代币奖励。

DePIN 的市场格局广阔，涵盖价值数十亿美元的硬件领域，包括：

• 云储存;

• 计算能力；

• 无线传感器网络；

Messari 预测，DePIN 可以在未来十年为全球 GDP 增加 10 万亿美元（从现在起的十年后为 100 万亿美元）。

物理基础设施历来被大型科技公司垄断，因为它需要大量资金来建设和高昂的维护成本，并且是小型企业无法承受的——因此像AWS这样的互联网巨头往往会利用这一点以溢价出售他们的基础设施服务。

然而，与中心化解决方案相比，DePIN 具有许多优势，因为它能够：

• 削减开支;

• 横向扩展；

• 奖励网络贡献者；

• 增强安全性；

DePIN 的工作原理

• 供应商（用户）可以投入资源从网络中获得代币奖励；

• 这些奖励激励网络参与者部署更加去中心化的基础设施；

基础设施的增长吸引了最终用户的更多需求，从而导致网络活动增加。网络增长带来更高的回报，激励更多的供应商（用户）。

正如我们所看到的，DePIN 具有内置的飞轮效应，可以帮助项目在规模扩展时获得牵引力。

Messari Crypto 预计，未来 4 年内 DePIN 行业总体规模将达到 3.5 万亿美元。从长远来看，我预计这个数字会更高，因为前面提到的飞轮效应的惯性会很强。

与许多其他加密行业不同，这是一个已经产生收入的成熟模式 - DePIN 每年产生超过 1500 万美元的链上收入，并且该数字将在未来几年快速增长。

广义 DePIN 轨道分类

广义上来说，DePIN项目可以分为：

• 物理资源网络（传感器、无线）；

• 数字资源网络（计算、带宽、AI、存储）；

• DePIN模块；

每个子行业都可以以颠覆 10 万亿美元的行业为标杆，这意味着 DePIN 的增长潜力巨大。

让我们进一步细分其中一些子行业。​

1. Decentralized storage

These projects create an entirely new market for unused storage capacity:

• Storage service providers provide computing resources based on token incentives;

• The project uses this storage network to encrypt and split customer data;

• Customers pay the network to store and retrieve their data;

Storage is a key adoption vertical for DePIN as it has perfect product-market fit.

For example, splitting data eliminates single points of failure and improves accessibility and security. These networks are also 78% cheaper than centralized networks.

2. Decentralized computing

Decentralized computing networks allow us to borrow GPU power to run complex calculations on the cloud, including using it to drive AI innovation, render cool scenes, or run blockchain nodes.

Traditional computing networks currently have a market capitalization of $5 trillion, and even if DePIN captures only 1% of this market, utilization has the potential to grow 10x.

3. Artificial Intelligence Infrastructure

The exponential growth of artificial intelligence over the past decade has exposed some key scaling challenges:

• Lack of specialized hardware;

• Lack of effective collaboration;

• data storage;

• low efficiency;

DePIN can solve these problems and more.

For example, computing networks like AKT can alleviate hardware shortages by crowdsourcing GPU resources; similarly TAO gamifies research collaboration through cryptographic incentives.

These are just a few examples, but DePIN also has many applications across the machine learning circuit.

To be honest, we have only scratched the surface of AI + cryptocurrency, and as the industry matures, more synergies and use cases will emerge.

Now that you all should have a better understanding of what DePIN is (and how it works), let’s take a deeper look at the specific projects across the industry that interest me.

DePIN specific projects

Akash

AKT bills itself as the “Airbnb of server hosting,” allowing users to buy and sell decentralized cloud storage resources on their marketplace.

As it stands, the Akash network is powerful—capable of hosting websites, blockchain nodes, and video game servers, all at less than 1/6 the cost of Azure.

Render Network

RNDR leverages unused GPU power to unlock next-generation artificial intelligence and 3D rendering services, and network activity has been on a sequential upward trend at the time of publication.

Aethir Cloud

Aethir is a very exciting product coming soon, they have:

• GPU power is 20 times that of RNDR Network;

• TFLOPS (computing power) is 45 times that of Akash Network;

• The infrastructure capital invested is 31 times that of Akash Network and RNDR Network combined;

They also have partnerships with major players in telecom, gaming, and cloud computing, and a number of major updates/announcements are expected to be coming in the coming months.

Filecoin

Filecoin is my favorite representative project in the decentralized data storage space, currently spanning 3 major growth verticals:

• Storage (2.8x year-over-year growth);

• FIL 虚拟机 FVM（2.54 亿美元 TVL）；

• 基于 Filecoin 构建的项目（254,000 个用户）；

截至撰写本文时，Filecoin 提供整个存储空间中相对最便宜的使用费。

阿韦夫

Arweave 允许用户以一次性费用将数据永久存储在区块链上，这使其成为需要数据保存的 Metaverse、DeSci 和社交媒体项目应用程序的理想选择。

截至发稿时，Arweave 网络刚刚达到 30 亿笔交易的里程碑，整体 TPS 达到 300。

阿托尔协议

ATOR 充当 DePIN 和其他加密项目的可扩展隐私中间件，这些项目使用中继通过 TOR 网络路由应用程序流量，以帮助保持匿名性。同时，他们的新硬件为用户提供了完全的隐私和奖励激励。

除此之外，其他值得注意的项目包括 Bittensor、Helium、Hivemapper、Storj 等。

总而言之，DePIN 空间广阔且不断增长，我们可以在这个领域看到实际应用的明确采用。

从长远来看，DePIN 是去中心化最明显的用例之一，因此我预计它将成为加密行业增长最大的领域之一。

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