DePIN是共享经济2.0

Hotspotty 联合创始人 Daniel Andrade 在 DePIN 命名之前就已经深入其中。他认为这不仅仅是加密货币的渐进式创新

DePIN Is the Sharing Economy 2.0

DePIN是共享经济2.0

Daniel Andrade, co-founder of Hotspotty, was deep in the DePIN space before it even had a name. More than an incremental innovation for crypto, he sees it as a fundamental shift in how we manage everything from wireless networks to energy grids.

Hotspotty 联合创始人 Daniel Andrade 在 DePIN 领域还没有名字之前就已经深入其中。他认为这不仅仅是加密货币的渐进式创新，而是我们管理从无线网络到能源网格的一切方式的根本性转变。

I was climbing rooftops and installing antennas long before “DePIN” was even a word. So you will understand my conviction in this space and forgive my unfaltering faith in its success.

早在“DePIN”这个词出现之前，我就已经开始爬屋顶并安装天线了。因此，您会理解我在这个领域的信念，并原谅我对其成功的坚定信念。

Let me start from the beginning.

让我从头开始。

This op-ed is part of CoinDesk's new DePIN Vertical, covering the emerging industry of decentralized physical infrastructure.

这篇专栏文章是 CoinDesk 新的 DePIN Vertical 的一部分，涵盖了去中心化物理基础设施的新兴行业。

As the co-founder of Hotspotty and depinhub.io, I have been deeply embedded in DePIN well before it even had a name. From my perspective, DePIN (Decentralized Physical Infrastructure Networks) is not merely an incremental innovation, but a fundamental shift towards a new economic paradigm: the Sharing Economy 2.0.

作为 Hotspotty 和 depinhub.io 的联合创始人，早在 DePIN 还没有名字之前，我就已经深深地融入其中了。在我看来，DePIN（去中心化物理基础设施网络）不仅仅是一种渐进式创新，而是向新经济范式：共享经济2.0的根本转变。

We can debate this, but in my view, DePIN is at least as transformative, if not more, than decentralized finance (DeFi).

我们可以对此进行辩论，但在我看来，DePIN 至少与去中心化金融（DeFi）具有同样的变革性，甚至更多。

The crypto revolution has highlighted the inefficiencies in centralized and intermediated financial services. Intuitively, anyone can understand that similar inefficiencies exist in non-financial centralized infrastructure, like telecommunication networks or energy grids. In our increasingly interconnected world, the limitations of traditional centralized infrastructure, marked by inefficiencies, high costs and vulnerability to failures have become ever more evident.

加密货币革命凸显了中心化和中介金融服务的低效率。凭直觉，任何人都可以理解非金融中心化基础设施（如电信网络或能源网）也存在类似的低效率问题。在我们日益互联的世界中，传统集中式基础设施的局限性（以效率低下、成本高和容易发生故障为特征）变得越来越明显。

DePIN tackles these issues by decentralizing the deployment and management of physical infrastructure. There's no reason why the promise of crypto — to democratize access, catalyze innovation, and ensure transparency, security, and efficiency through blockchain technology and smart contracts — shouldn't extend to non-financial infrastructure. DePIN proves that point.

DePIN 通过分散物理基础设施的部署和管理来解决这些问题。加密货币的承诺——通过区块链技术和智能合约实现访问民主化、促进创新并确保透明度、安全性和效率——没有理由不延伸到非金融基础设施。 DePIN 证明了这一点。

Imagine a world where anyone can contribute to and benefit from decentralized networks of solar panels, communication towers or electric vehicle charging stations. This model reduces dependency on large corporations, cuts costs and enhances system resilience.

想象一个世界，任何人都可以为太阳能电池板、通信塔或电动汽车充电站的分散网络做出贡献并从中受益。该模型减少了对大公司的依赖，降低了成本并增强了系统的弹性。

The story of a project called Helium, which now boasts almost 1 million wireless hotspots, can demonstrate the power of this ecosystem. Known as the "father" of DePIN, Helium achieved the fastest infrastructure deployment in history. They successfully bootstrapped a decentralized wireless network globally using minimal capital and operational expenditure. By leveraging blockchain technology and offering rewards to participants, Helium created a robust, scalable and efficient network. This success illustrates how decentralized incentives can drive rapid network growth and adoption, providing a blueprint for future DePIN projects.

一个名为 Helium 的项目的故事可以展示这个生态系统的力量，该项目现在拥有近 100 万个无线热点。 Helium被称为DePIN之“父”，实现了历史上最快的基础设施部署。他们使用最少的资本和运营支出成功地在全球范围内启动了分散的无线网络。通过利用区块链技术并向参与者提供奖励，Helium 创建了一个强大、可扩展且高效的网络。这一成功说明了去中心化激励如何推动网络的快速增长和采用，为未来的 DePIN 项目提供了蓝图。

DePIN could also drive the next wave of the sharing economy. Unlike platforms such as Uber and Airbnb, DePIN's Sharing Economy 2.0 is characterized by decentralized ownership and control, offering a more equitable distribution of value. Participants can earn rewards for their contributions, aligning incentives and fostering collaboration, thereby democratizing access to critical infrastructure and promoting economic inclusion.

DePIN 还可能推动下一波共享经济浪潮。与Uber和Airbnb等平台不同，DePIN的共享经济2.0的特点是所有权和控制权去中心化，提供更公平的价值分配。参与者可以因其贡献而获得奖励，调整激励措施并促进合作，从而实现关键基础设施的民主化并促进经济包容性。

But let’s not be naive. The DePIN path is not a walk in the park. Another word for decentralization is fragmentation. So the ecosystem’s greatest asset is also its biggest challenge.

但我们不要天真。 DePIN 之路并不是在公园散步。去中心化的另一个词是碎片化。因此，生态系统最大的资产也是最大的挑战。

The fragmentation and complexity of the ecosystem, with projects involving various aspects such as blockchain, hardware, and infrastructure, keeping track of all developments and opportunities can be complex. To profit from DePIN, it’s necessary to understand the use-case, the hardware, and the tokenomics of a project. This is the supply side. For the demand side to truly and sustainably take off, there's a lot of translation that we, as an industry, need to do to integrate with the real-world economy. This work is essential to onboard the next millions to Web3 and make DePIN a success story.

生态系统的碎片化和复杂性，项目涉及区块链、硬件和基础设施等各个方面，跟踪所有发展和机会可能会很复杂。为了从 DePIN 中获利，有必要了解项目的用例、硬件和代币经济学。这是供给侧。为了使需求方真正、可持续地起飞，作为一个行业，我们需要做很多转变，以与现实世界的经济相融合。这项工作对于让接下来的数百万人加入 Web3 并使 DePIN 成为一个成功的故事至关重要。

The good news is that DePIN is an easy conversation-starter. Most people can understand, at least conceptually, the idea of building an Airbnb for GPUs in a world when GPUs are scarcer and scarcer. This brings the supply side and the demand side on the same page quickly. The hard work is to keep them there — the dependability, the resilience, the maintenance of the decentralized networks.

好消息是 DePIN 很容易引发对话。大多数人至少在概念上可以理解在 GPU 越来越稀缺的世界中为 GPU 构建 Airbnb 的想法。这使供应方和需求方很快达成共识。艰苦的工作是让它们保持在那里——去中心化网络的可靠性、弹性和维护。

DePIN represents more than just a technological advancement; it is a fundamental shift in how we build, operate and interact with physical infrastructure. Personally, I like to think that DePIN is what crypto was made for. It embodies the principles of decentralization, transparency and community-driven growth, offering a path to a more inclusive, sustainable, and resilient world. Together, we can explore and shape this exciting new frontier. LFG!

DePIN 代表的不仅仅是技术进步；这是我们建设、运营以及与实体基础设施互动方式的根本性转变。就我个人而言，我认为 DePIN 就是加密货币的用途。它体现了权力下放、透明度和社区驱动增长的原则，为通往更具包容性、可持续发展和复原力的世界提供了一条道路。我们可以共同探索和塑造这个令人兴奋的新领域。填埋气！

Note: The views expressed in this column are those of the author and do not necessarily reflect those of CoinDesk, Inc. or its owners and affiliates.

注：本专栏中表达的观点仅代表作者的观点，并不一定反映 CoinDesk, Inc. 或其所有者和关联公司的观点。

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