我們喜歡並認為可以發揮作用的 3 種 DePIN 山寨幣

DePIN 是加密貨幣領域規模最大、成長最快的領域之一。目前其市值約 200 億美元。儘管成長速度很快，但該行業仍然有很好的交易機會。

DePIN is one of the largest and fastest-growing sectors in crypto. It currently has a ~$20 billion market value. Despite its fast growth, there are still good deals to be had in this sector.

DePIN 是加密貨幣領域規模最大、成長最快的領域之一。目前其市值約 200 億美元。儘管成長速度很快，但該行業仍然有很好的交易機會。

So today, we look at 3 DePIN altcoins we like and think could pump. We look at large cap, midcap, and small-cap to show you the different opportunities available in this sector.

所以今天，讓我們來看看 3 種我們喜歡並認為可以上漲的 DePIN 山寨幣。我們著眼於大型股、中型股和小型股，向您展示該行業的不同機會。

1) Large Cap: Render ($RENDER)

1) 大盤：渲染 ($RENDER)

For the large-cap choice, we go with one of the biggest DePIN projects. Render. Render is one of the most DePIN of projects in the sector. A fully distributed network of GPU computing power for one main purpose. For AI programs to use that computing power to render images. By now, many of you are familiar with MidJourney. So, it’s like that although MidJourney has its computing power. AI programs need a ton of GPU computing power. That’s also one of the reasons why NVIDIA has exploded in the last couple of years. They make GPU chips.

對於大盤股的選擇，我們選擇了最大的 DePIN 項目之一。使成為。 Render 是該領域最 DePIN 的項目之一。一個完全分散式的 GPU 運算能力網絡，用於一個主要目的。讓人工智慧程式使用該運算能力來渲染圖像。到目前為止，你們中的許多人都熟悉 MidJourney。所以，雖然MidJourney有它的運算能力，但就是這樣。 AI 程式需要大量的 GPU 運算能力。這也是NVIDIA這幾年爆發式成長的原因之一。他們生產 GPU 晶片。

All AI programs need them whether LLM models like for chatbots a la OpenAI or image rendering programs. You can easily add your excess computing power to the network and earn some $RENDER yourself. Now you should know they did a recent rebrand of the token from $RNDR to $RENDER.

所有人工智慧程式都需要它們，無論是 LLM 模型（如 OpenAI 的聊天機器人）還是影像渲染程式。您可以輕鬆地將多餘的運算能力添加到網路中，並自行賺取一些 $RENDER。現在您應該知道他們最近將代幣從 $RNDR 重新命名為 $RENDER。

The most important parts of the project stayed the same. However, their move to Solana for its speed and lower fees meant that this rebrand was more like a reissue of their token. Instead of an ETH token, it’s a Solana SPL token instead. It’s more about taking advantage of Solana’s network effects than anything else.

該項目最重要的部分保持不變。然而，他們因其速度和較低的成本而轉向 Solana，這意味著這次品牌重塑更像是他們代幣的重新發行。它不是 ETH 代幣，而是 Solana SPL 代幣。更重要的是利用 Solana 的網路效應。

More About Render

有關渲染的更多信息

It’s also why they didn’t do a full name change or anything too dramatic. Honestly, Render is as good as it ever was. Or better. And the Solana move was a good move for them even if ETH gas prices are lower now.

這也是為什麼他們沒有做全名更改或任何太戲劇性的事情。老實說，渲染一如既往地好。或者更好。即使 ETH 天然氣價格現在較低，Solana 的舉措對他們來說也是一個好舉措。

The $RENDER token is down 40% over the last 3 months and only 8% in the last 30 days. That makes them a top performer in the last month esp among those not named Bitcoin, Solana, or a memecoin.

$RENDER 代幣在過去 3 個月內下跌了 40%，在過去 30 天內僅下跌了 8%。這使得它們成為上個月表現最好的貨幣，尤其是在那些未命名為比特幣、Solana 或 memecoin 的貨幣中。

So it’s been showing strength during market weakness. Those who hold longer terms are rewarded even more. In the last 12 months, it’s up 315%. We like this project a lot. It has only 1 major negative you should be aware of. While the total supply now is 532 million and manageable, the max supply is infinite.

因此，它在市場疲軟期間一直表現出強勢。那些持有較長期限的人會得到更多的回報。過去 12 個月，成長了 315%。我們非常喜歡這個項目。它只有 1 個您應該注意的主要缺點。雖然現在的總供應量為 5.32 億，並且處於可控範圍內，但最大供應量是無限的。

The team has been responsible in their supply management though. We expect that to continue. What’s your favorite DePIN project? Let us know in the comments below.

不過，該團隊一直負責其供應管理。我們預計這種情況會持續下去。你最喜歡的 DePIN 項目是什麼？請在下面的評論中告訴我們。

2) MidCap: OriginTrail ($TRAC)

2) 中型股：OriginTrail ($TRAC)

OriginTrail is one of our Alpha Research Team’s gems. It’s our midcap choice in DePIN. OriginTrail is about decentralized AI AND decentralized truth. By truth, we are talking about the verification of info.

OriginTrail 是我們 Alpha 研究團隊的瑰寶之一。這是我們在 DePIN 中的中型股選擇。 OriginTrail 是關於去中心化的人工智慧和去中心化的真相。事實上，我們正​​在談論資訊的驗證。

Supply chains and manufacturing use this tech for things like verifying rail safety for the transport of goods. This verification or proof of truth has a chance to become one of blockchain’s biggest use cases in an increasingly AI and deepfake world.

供應鏈和製造業使用這項技術來驗證貨物運輸的鐵路安全等。在日益人工智慧和深度造假的世界中，這種驗證或事實證明有機會成為區塊鏈最大的用例之一。

Supply chains use this for transparency, safety, and sustainability. One example in the supply chain is to ensure the provenance of wine from the Champagne region. This is necessary so it can be called Champagne and charged more than generic sparkling wine.

供應鏈利用這一點來實現透明度、安全性和永續性。供應鏈中的一個例子是確保香檳地區葡萄酒的來源。這是必要的，因此它可以被稱為香檳，並且比普通的起泡酒收費更高。

UK Customs and Swiss Federal Railways already use these decentralized knowledge graphs to keep their processes tight, fast, and transparent. Currently, in the Metcalf phase, the roadmap is pretty ambitious including solutions for when an AI LLM hallucinates as well as:

英國海關和瑞士聯邦鐵路已經使用這些去中心化知識圖來保持其流程緊湊、快速和透明。目前，在梅特卡夫階段，路線圖非常雄心勃勃，包括人工智慧法學碩士產生幻覺時的解決方案以及：

The OriginTrail native token $TRAC has a market cap of $233 million. In the last 3 months, $TRAC is down 35% and in the last 30 days, it’s down 15%. Given the volatile nature of the market and the recent flash crash, this is not bad. In the last 12 months, investors have done even better with a 155% ROI. 80% or 406 million out of 500 million tokens are in circulation. Unlike many DePIN projects, the tokenomics here are pretty good.

OriginTrail 原生代幣 $TRAC 的市值為 2.33 億美元。在過去 3 個月中，$TRAC 下跌了 35%，在過去 30 天內，下跌了 15%。考慮到市場的波動性和最近的閃崩，這還不錯。在過去 12 個月中，投資者的投資報酬率甚至更高，投資報酬率高達 155%。 5 億枚代幣中的 80%（即 4.06 億枚）正在流通。與許多 DePIN 專案不同，這裡的代幣經濟學非常好。

3) Small Cap: DIMO

3) 小型股：DIMO

DIMO is a small-cap DePIN project our Alpha Research Team identifies as a Gem. DIMO is an emerging leader in the connected car applications sector. It’s an open protocol that lets any developer make any app for any make of car and it will be compatible with the car’s existing hardware and software.

DIMO 是我們 Alpha 研究團隊認定為 Gem 的小型 DePIN 計畫。 DIMO 是互聯汽車應用領域的新興領導者。它是一個開放協議，允許任何開發人員為任何品牌的汽車製作任何應用程序，並且它將與汽車現有的硬體和軟體相容。

An important area where DIMO uses its DePIN-ness and blockchain is security. Car apps are notoriously insecure and car companies are cavalier with your data. They don’t care either except

DIMO 使用其 DePIN 性和區塊鏈的一個重要領域是安全性。眾所周知，汽車應用程式不安全，汽車公司對您的數據也很傲慢。他們也不關心，除了