人工智能將是本輪牛市中表現(xiàn)最好的加密貨幣領域之一，但我不是隨機購買人工智能相關代幣，而是關注一個主要受益者：DePIN 賽道。

到 2028 年，DePIN 行業(yè)的價值預計將達到 3.5 萬億美元，我將在本文中詳細介紹：

• DePIN 如何運作；

• 為什么 DePIN 有望在 2024 年（及以后）實現(xiàn)顯著增長；

• 我正在投資的具體DePIN項目；

讓我們仔細看看。

什么是DePIN

DePIN 代表“去中心化物理基礎設施”，這些是激勵去中心化社區(qū)構建和維護物理硬件的區(qū)塊鏈協(xié)議。用戶向網(wǎng)絡提供硬件或軟件資源并獲得代幣獎勵。

DePIN 的市場格局廣闊，涵蓋價值數(shù)十億美元的硬件領域，包括：

• 云儲存;

• 計算能力；

• 無線傳感器網(wǎng)絡；

Messari 預測，DePIN 可以在未來十年為全球 GDP 增加 10 萬億美元（從現(xiàn)在起的十年后為 100 萬億美元）。

物理基礎設施歷來被大型科技公司壟斷，因為它需要大量資金來建設和高昂的維護成本，并且是小型企業(yè)無法承受的——因此像AWS這樣的互聯(lián)網(wǎng)巨頭往往會利用這一點以溢價出售他們的基礎設施服務。

然而，與中心化解決方案相比，DePIN 具有許多優(yōu)勢，因為它能夠：

• 削減開支;

• 橫向擴展；

• 獎勵網(wǎng)絡貢獻者；

• 增強安全性；

DePIN 的工作原理

• 供應商（用戶）可以投入資源從網(wǎng)絡中獲得代幣獎勵；

• 這些獎勵激勵網(wǎng)絡參與者部署更加去中心化的基礎設施；

基礎設施的增長吸引了最終用戶的更多需求，從而導致網(wǎng)絡活動增加。網(wǎng)絡增長帶來更高的回報，激勵更多的供應商（用戶）。

正如我們所看到的，DePIN 具有內(nèi)置的飛輪效應，可以幫助項目在規(guī)模擴展時獲得牽引力。

Messari Crypto 預計，未來 4 年內(nèi) DePIN 行業(yè)總體規(guī)模將達到 3.5 萬億美元。從長遠來看，我預計這個數(shù)字會更高，因為前面提到的飛輪效應的慣性會很強。

與許多其他加密行業(yè)不同，這是一個已經(jīng)產(chǎn)生收入的成熟模式 - DePIN 每年產(chǎn)生超過 1500 萬美元的鏈上收入，并且該數(shù)字將在未來幾年快速增長。

廣義 DePIN 軌道分類

廣義上來說，DePIN項目可以分為：

• 物理資源網(wǎng)絡（傳感器、無線）；

• 數(shù)字資源網(wǎng)絡（計算、帶寬、AI、存儲）；

• DePIN模塊；

每個子行業(yè)都可以以顛覆 10 萬億美元的行業(yè)為標桿，這意味著 DePIN 的增長潛力巨大。

讓我們進一步細分其中一些子行業(yè)。?

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 虛擬機 FVM（2.54 億美元 TVL）；

• 基于 Filecoin 構建的項目（254,000 個用戶）；

截至撰寫本文時，F(xiàn)ilecoin 提供整個存儲空間中相對最便宜的使用費。

阿韋夫

Arweave 允許用戶以一次性費用將數(shù)據(jù)永久存儲在區(qū)塊鏈上，這使其成為需要數(shù)據(jù)保存的 Metaverse、DeSci 和社交媒體項目應用程序的理想選擇。

截至發(fā)稿時，Arweave 網(wǎng)絡剛剛達到 30 億筆交易的里程碑，整體 TPS 達到 300。

阿托爾協(xié)議

ATOR 充當 DePIN 和其他加密項目的可擴展隱私中間件，這些項目使用中繼通過 TOR 網(wǎng)絡路由應用程序流量，以幫助保持匿名性。同時，他們的新硬件為用戶提供了完全的隱私和獎勵激勵。

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

總而言之，DePIN 空間廣闊且不斷增長，我們可以在這個領域看到實際應用的明確采用。

從長遠來看，DePIN 是去中心化最明顯的用例之一，因此我預計它將成為加密行業(yè)增長最大的領域之一。

熱點：市場