DePINs：Web3 的「下一個大用例」將吸引數百萬新的加密用戶

去中心化實體基礎設施網路 (DePIN) 將成為 Web3 的“下一個大用例”，並有可能搭載“大量

A recent report from MV Global, a Web3 investing firm, has highlighted decentralized physical infrastructure networks (DePINs) as Web3’s “next big use case.” According to the report, DePINs have the potential to bring a significant number of new users into the crypto space.

Web3 投資公司 MV Global 最近的一份報告強調，去中心化實體基礎設施網路 (DePIN) 是 Web3 的「下一個大用例」。根據該報告，DePIN 有潛力將大量新用戶帶入加密貨幣領域。

The report notes that real-world adoption of crypto has accelerated in recent times, with hundreds of thousands of users now engaging with various individual protocols. MV Global believes that this is just the beginning of a massive wave of growth, not only for current Web3 users but also for those converting from Web 2.

該報告指出，近年來，現實世界中加密貨幣的採用加速了，現在有數十萬用戶使用各種單獨的協議。 MV Global 認為，這只是大規模成長浪潮的開始，不僅對於目前的 Web3 用戶，而且對於那些從 Web 2 轉換的用戶也是如此。

DePINs are essentially blockchain protocols that are designed to decentralize real-world infrastructure and systems, such as communications networks, data warehouses, energy markets, and more. According to MV Global, the DePIN ecosystem currently consists of over 1,000 projects and represents more than $50 billion in aggregate market capitalization.

DePIN 本質上是區塊鏈協議，旨在分散現實世界的基礎設施和系統，例如通訊網路、資料倉儲、能源市場等。據MV Global稱，DePIN生態系統目前由1000多個項目組成，總市值超過500億美元。

The report highlights several key benefits offered by DePINs. By leveraging token incentives and onchain governance, DePINs are able to address longstanding challenges, such as the “cold start problem” for resource-intensive networks. Additionally, DePINs can significantly cut infrastructure costs, making them an attractive proposition for various industries.

該報告強調了 DePIN 提供的幾個主要優勢。透過利用代幣激勵和鏈上治理，DePIN 能夠解決長期存在的挑戰，例如資源密集型網路的「冷啟動問題」。此外，DePIN 可以顯著降低基礎設施成本，使其對各個行業都具有吸引力。

“DePIN projects clearly show what crypto is really good for and can solve real-world problems,” the report notes.

報告指出：“DePIN 項目清楚地展示了加密貨幣的真正好處，並且可以解決現實世界的問題。”

A visual representation of the DePIN landscape, according to MV Global. Source: MV Global

根據 MV Global 的說法，DePIN 景觀的視覺呈現。來源：MV Global

Related: The road to mainstream for DePIN goes through this decentralized VPN

相關：DePIN 的主流之路要經過這種去中心化的 VPN

Among the specific DePIN use cases highlighted in the report are connectivity protocols, which are displacing legacy infrastructure by crowdsourcing capital expenditures. The report cites Helium, a well-known project in this space that focuses on mobile networks, as an example. Other emerging projects to watch in this category include Destra.network, Chirp, and Andrena.

報告中強調的具體 DePIN 用例包括連接協議，這些協議正在透過眾包資本支出取代傳統基礎設施。報告引用了該領域著名的專注於行動網路的專案 Helium 為例。此類別中其他值得關注的新興項目包括 Destra.network、Chirp 和 Andrena。

Another use case involves sensor networks, which are used to operate devices in physical spaces and capture valuable data. Examples of decentralized sensor networks mentioned in the report include Dimo, Hivemapper, and Geodnet.

另一個用例涉及感測器網絡，用於操作物理空間中的設備並捕獲有價值的數據。報告中提到的分散式感測器網路的例子包括 Dimo、Hivemapper 和 Geodnet。

Furthermore, the report notes the emergence of DePIN-specific blockchains, such as Peaq and IoTeX, which are being created to cater to the specific needs of DePIN projects.

此外，報告還指出了 DePIN 專用區塊鏈的出現，例如 Peaq 和 IoTeX，這些區塊鏈的創建是為了滿足 DePIN 專案的特定需求。

Finally, the report highlights the growing demand for decentralized data storage and compute protocols, which is being fueled by AI applications. According to the report, the market for these protocols is expected to reach $128 billion by 2028, showcasing the significant impact that DePINs are having on real-world infrastructure.

最後，報告強調了人工智慧應用推動的對去中心化資料儲存和運算協議不斷增長的需求。該報告稱，到 2028 年，這些協議的市場預計將達到 1,280 億美元，展示了 DePIN 對現實世界基礎設施的重大影響。

“The growth in connectivity, sensors, and emerging primitives like energy networks highlights the tangible impact DePINs can have on real-world infrastructure,” the report concludes.

報告總結道：“連接、感測器和能源網路等新興基元的增長凸顯了 DePIN 對現實世界基礎設施的實際影響。”