穆迪表示，DePIN 技術顯示出前景，但實施面臨一些障礙

華爾街信用評級機構穆迪評級週二在其關於該行業的首份報告中表示，代表去中心化實體基礎設施的DePIN 行業可以幫助現有網絡擴展和創新，但包括監管不明確在內的一些風險可能會抑製成長。

The Wall Street credit ratings agency Moody's Ratings (NYSE:MCO) highlighted the promising potential of decentralized physical infrastructure (DePIN) in its first-ever report on the sector on Tuesday.

華爾街信用評級機構穆迪評級（NYSE：MCO）在周二發布的第一份關於該行業的報告中強調了去中心化實體基礎設施（DePIN）的巨大潛力。

The agency noted that DePIN applications could aid existing networks in scaling and driving innovation. However, several risks could hinder the sector's growth, including unclear regulations and the need for substantial investments in infrastructure and skills.

該機構指出，DePIN 應用程式可以幫助現有網路擴展和推動創新。然而，一些風險可能會阻礙該行業的成長，包括監管不明確以及需要對基礎設施和技能進行大量投資。

"By integrating established components of a system's backbone with the building blocks of distributed ledger technology (DLT), DePIN has the potential to enhance network reliability and efficiency while reducing operational costs, optimizing resource utilization and fostering industry collaboration," the authors of the report explained.

該報告的作者表示：「透過將系統骨幹的現有組件與分散式帳本技術(DLT) 的建構模組相集成，DePIN 有潛力提高網路可靠性和效率，同時降低營運成本、優化資源利用率並促進產業協作。

However, they also highlighted the obstacles to widespread adoption, including regulatory and interoperability issues, cybersecurity risks and the need for substantial investments in infrastructure and skills.

然而，他們也強調了廣泛採用的障礙，包括監管和互通性問題、網路安全風險以及對基礎設施和技能進行大量投資的需要。

According to the report, incumbent network operators, such as telecommunication companies, utilities and transportation providers, face increasing user demand, which typically necessitates capital-intensive infrastructure developments.

該報告稱，電信公司、公用事業和運輸提供商等現有網路營運商面臨著不斷增長的用戶需求，這通常需要資本密集的基礎設施開發。

However, the report suggests that by leveraging decentralized models, these operators could alleviate some of the pressure and remain relevant as artificial intelligence and internet-of-things (IoT) technologies disrupt traditional business models.

然而，報告表明，透過利用去中心化模式，這些營運商可以減輕一些壓力，並在人工智慧和物聯網（IoT）技術顛覆傳統商業模式時保持重要地位。

One of the key aspects of DePIN is the potential to issue digital tokens, which could be used by projects to incentivize participation and network expansion.

DePIN 的關鍵方面之一是發行數位代幣的潛力，專案可以利用數位代幣來激勵參與和網路擴展。

However, the report also highlights the challenges posed by the currently unclear global regulatory landscape, which could hinder compliance and, ultimately, the sector's growth. Additionally, connecting existing infrastructure with blockchain rails could introduce new attack vectors, increasing cybersecurity risks.

然而，該報告也強調了目前不明確的全球監管環境所帶來的挑戰，這可能會阻礙合規性，並最終阻礙該行業的成長。此外，將現有基礎設施與區塊鏈軌道連接可能會引入新的攻擊媒介，增加網路安全風險。

DePIN combines blockchain technology with real-world networks, such as telecommunications, file storage and computing capacity. The sector has emerged as one of the hottest domains in the digital asset space in 2023.

DePIN將區塊鏈技術與現實世界的網路結合，例如電信、文件儲存和運算能力。該行業已成為 2023 年數位資產領域最熱門的領域之一。

The attention is evident in the coverage by well-known Wall Street traditional finance names, such as Moody's Ratings.

這種關注在穆迪評等等華爾街知名傳統金融機構的通報中顯而易見。

"The motivation behind writing on DePIN is to bring attention to a realistic need for industries to reassess infrastructure management strategies in a world increasingly driven by digital transformation," Rajeev Bamra, SVP and Head of Strategy of Digital Economy at Moody’s Ratings, told CoinDesk in an email on Monday.

穆迪評級高級副總裁兼數位經濟策略主管Rajeev Bamra 在2019 年對CoinDesk 表示：「在DePIN 上撰寫文章的動機是讓人們關注在數位轉型日益驅動的世界中，各行業重新評估基礎設施管理策略的現實需求。

This increasing mindshare is also reflected in venture capital funding, with digital asset market maker Wintermute reporting in a recent analysis that investors have allocated $583 million in private investments to DePIN projects so far this year, already surpassing the previous record year of 2022.

這種日益增長的關注度也反映在創投融資中，數位資產做市商Wintermute 在最近的一份分析中報告稱，今年迄今為止，投資者已向DePIN 項目分配了5.83 億美元的私人投資，已經超過了2022 年創下的歷史紀錄。

The Moody's report briefly highlighted an example of promising developments in the DePIN space, citing Helium (HNT), a blockchain-based decentralized wireless network that provides users with token incentives to deploy and maintain wireless internet hotspots.

穆迪的報告簡要強調了DePIN 領域有希望發展的一個例子，並引用了Helium (HNT)，這是一種基於區塊鏈的去中心化無線網絡，為用戶提供部署和維護無線互聯網熱點的代幣激勵。

According to the report, the project has attracted more than 350,000 participants and acquired over 100,000 subscribers.

據報道，該計畫已吸引了超過35萬名參與者，並獲得了超過10萬名訂閱者。

UPDATE (Sep. 17, 21:10 UTC): Adds comment from Rajeev Bamra, lead author of the report.

更新（世界標準時間 9 月 17 日 21:10）：新增報告主要作者 Rajeev Bamra 的評論。

Krisztian Sandor is a reporter on the U.S. markets team focusing on stablecoins and institutional investment. He holds BTC and ETH.

Krisztian Sandor 是美國市場團隊的記者，專注於穩定幣和機構投資。他持有 BTC 和 ETH。

Our Standards: The Thomson Reuters Trust Principles.

我們的標準：湯森路透信任原則。

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