穆迪表示，DePIN 技术显示出前景，但实施面临一些障碍

华尔街信用评级机构穆迪评级周二在其关于该行业的首份报告中表示，代表去中心化物理基础设施的 DePIN 行业可以帮助现有网络扩展和创新，但包括监管不明确在内的一些风险可能会抑制增长。

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.

华尔街信用评级机构穆迪评级（纽约证券交易所股票代码：MCO）在周二发布的第一份关于该行业的报告中强调了去中心化实体基础设施（DePIN）的巨大潜力。

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.

该机构指出，DePIN 应用程序可以帮助现有网络扩展和推动创新。然而，一些风险可能会阻碍该行业的增长，包括监管不明确以及需要对基础设施和技能进行大量投资。

"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.

该报告的作者表示：“通过将系统骨干的现有组件与分布式账本技术 (DLT) 的构建模块相集成，DePIN 有潜力提高网络可靠性和效率，同时降低运营成本、优化资源利用率并促进行业协作。”解释道。

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，他们也强调了广泛采用的障碍，包括监管和互操作性问题、网络安全风险以及对基础设施和技能进行大量投资的需要。

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.

该报告称，电信公司、公用事业和运输提供商等现有网络运营商面临着不断增长的用户需求，这通常需要资本密集型的​​基础设施开发。

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，报告表明，通过利用去中心化模式，这些运营商可以减轻一些压力，并在人工智能和物联网（IoT）技术颠覆传统商业模式时保持重要地位。

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 的关键方面之一是发行数字代币的潜力，项目可以利用数字代币来激励参与和网络扩展。

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，该报告还强调了目前不明确的全球监管环境带来的挑战，这可能会阻碍合规性，并最终阻碍该行业的增长。此外，将现有基础设施与区块链轨道连接可能会引入新的攻击媒介，增加网络安全风险。

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将区块链技术与现实世界的网络相结合，例如电信、文件存储和计算能力。该行业已成为 2023 年数字资产领域最热门的领域之一。

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

这种关注在穆迪评级等华尔街知名传统金融机构的报道中显而易见。

"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.

穆迪评级高级副总裁兼数字经济战略主管 Rajeev Bamra 在 2019 年对 CoinDesk 表示：“在 DePIN 上撰写文章的动机是让人们关注在数字化转型日益驱动的世界中，各行业重新评估基础设施管理战略的现实需求。”周一的一封电子邮件。

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.

这种日益增长的关注度也反映在风险投资融资中，数字资产做市商 Wintermute 在最近的一份分析中报告称，今年迄今为止，投资者已向 DePIN 项目分配了 5.83 亿美元的私人投资，已经超过了 2022 年创下的历史纪录。

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.

穆迪的报告简要强调了 DePIN 领域有希望发展的一个例子，并引用了 Helium (HNT)，这是一种基于区块链的去中心化无线网络，为用户提供部署和维护无线互联网热点的代币激励。

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

据报道，该项目已吸引了超过35万名参与者，并获得了超过10万名订阅者。

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

更新（世界标准时间 9 月 17 日 21:10）：添加报告主要作者 Rajeev Bamra 的评论。

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

Krisztian Sandor 是美国市场团队的记者，专注于稳定币和机构投资。他持有 BTC 和 ETH。

Our Standards: The Thomson Reuters Trust Principles.

我们的标准：汤森路透信任原则。

Prev Next

上一页 下一页