我们喜欢并认为可以发挥作用的 3 种 DePIN 山寨币

DePIN 是加密货币领域规模最大、增长最快的领域之一。目前其市值约为 200 亿美元。尽管增长速度很快，但该行业仍然有很好的交易机会。

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 是加密货币领域规模最大、增长最快的领域之一。目前其市值约为 200 亿美元。尽管增长速度很快，但该行业仍然有很好的交易机会。

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，我们来看看 3 种我们喜欢并认为可以上涨的 DePIN 山寨币。我们着眼于大型股、中型股和小型股，向您展示该行业的不同机会。

1) Large Cap: Render ($RENDER)

1) 大盘：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.

对于大盘股的选择，我们选择了最大的 DePIN 项目之一。使成为。 Render 是该领域最 DePIN 的项目之一。一种完全分布式的 GPU 计算能力网络，用于一个主要目的。让人工智能程序使用该计算能力来渲染图像。到目前为止，你们中的许多人都熟悉 MidJourney。所以，虽然MidJourney有它的计算能力，但就是这样。 AI 程序需要大量的 GPU 计算能力。这也是NVIDIA这几年爆发式增长的原因之一。他们生产 GPU 芯片。

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.

所有人工智能程序都需要它们，无论是 LLM 模型（如 OpenAI 的聊天机器人）还是图像渲染程序。您可以轻松地将多余的计算能力添加到网络中，并自己赚取一些 $RENDER。现在您应该知道他们最近将代币从 $RNDR 重新命名为 $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.

该项目最重要的部分保持不变。然而，他们因其速度和较低的费用而转向 Solana，这意味着这次品牌重塑更像是他们代币的重新发行。它不是 ETH 代币，而是 Solana SPL 代币。更重要的是利用 Solana 的网络效应。

More About Render

有关渲染的更多信息

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.

这也是为什么他们没有做全名更改或任何太戏剧性的事情。老实说，渲染一如既往地好。或者更好。即使 ETH 天然气价格现在较低，Solana 的举措对他们来说也是一个好举措。

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 代币在过去 3 个月内下跌了 40%，在过去 30 天内仅下跌了 8%。这使得它们成为上个月表现最好的货币，尤其是在那些未命名为比特币、Solana 或 memecoin 的货币中。

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，它在市场疲软期间一直表现出强势。那些持有较长期限的人会得到更多的回报。过去 12 个月，增长了 315%。我们非常喜欢这个项目。它只有 1 个您应该注意的主要缺点。虽然现在的总供应量为 5.32 亿，并且处于可控范围内，但最大供应量是无限的。

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.

不过，该团队一直负责其供应管理。我们预计这种情况会持续下去。你最喜欢的 DePIN 项目是什么？请在下面的评论中告诉我们。

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 是我们 Alpha 研究团队的瑰宝之一。这是我们在 DePIN 中的中型股选择。 OriginTrail 是关于去中心化的人工智能和去中心化的真相。事实上，我们正在谈论信息的验证。

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.

供应链和制造业使用这项技术来验证货物运输的铁路安全等。在日益人工智能和深度造假的世界中，这种验证或事实证明​​有机会成为区块链最大的用例之一。

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.

供应链利用这一点来实现透明度、安全性和可持续性。供应链中的一个例子是确保香槟地区葡萄酒的来源。这是必要的，因此它可以被称为香槟，并且比普通的起泡酒收费更高。

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:

英国海关和瑞士联邦铁路已经使用这些去中心化知识图来保持其流程紧凑、快速和透明。目前，在梅特卡夫阶段，路线图非常雄心勃勃，包括人工智能法学硕士产生幻觉时的解决方案以及：

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 原生代币 $TRAC 的市值为 2.33 亿美元。在过去 3 个月中，$TRAC 下跌了 35%，在过去 30 天内，下跌了 15%。考虑到市场的波动性和最近的闪崩，这还不错。在过去 12 个月中，投资者的投资回报率甚至更高，投资回报率高达 155%。 5 亿枚代币中的 80%（即 4.06 亿枚）正在流通。与许多 DePIN 项目不同，这里的代币经济学非常好。

3) Small Cap: DIMO

3) 小盘股：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 是我们 Alpha 研究团队认定为 Gem 的小型 DePIN 项目。 DIMO 是互联汽车应用领域的新兴领导者。它是一个开放协议，允许任何开发人员为任何品牌的汽车制作任何应用程序，并且它将与汽车现有的硬件和软件兼容。

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 性和区块链的一个重要领域是安全性。众所周知，汽车应用程序不安全，汽车公司对您的数据也很傲慢。他们也不关心，除了