DePINs：Web3 的“下一个大用例”将吸引数百万新的加密用户

去中心化物理基础设施网络 (DePIN) 将成为 Web3 的“下一个大用例”，有可能搭载“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 投资公司 MV Global 最近的一份报告强调，去中心化物理基础设施网络 (DePIN) 是 Web3 的“下一个大用例”。根据该报告，DePIN 有潜力将大量新用户带入加密货币领域。

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.

该报告指出，近年来，现实世界中加密货币的采用加速了，现在有数十万用户使用各种单独的协议。 MV Global 认为，这只是大规模增长浪潮的开始，不仅对于当前的 Web3 用户，而且对于那些从 Web 2 转换的用户也是如此。

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 本质上是区块链协议，旨在分散现实世界的基础设施和系统，例如通信网络、数据仓库、能源市场等。据MV Global称，DePIN生态系统目前由1000多个项目组成，总市值超过500亿美元。

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.

该报告强调了 DePIN 提供的几个主要优势。通过利用代币激励和链上治理，DePIN 能够解决长期存在的挑战，例如资源密集型网络的“冷启动问题”。此外，DePIN 可以显着降低基础设施成本，使其对各个行业都具有吸引力。

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

报告指出：“DePIN 项目清楚地展示了加密货币的真正好处，并且可以解决现实世界的问题。”

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

根据 MV Global 的说法，DePIN 景观的视觉呈现。来源：MV Global

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

相关：DePIN 的主流之路要经过这种去中心化的 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.

报告中强调的具体 DePIN 用例包括连接协议，这些协议正在通过众包资本支出取代传统基础设施。报告引用了该领域著名的专注于移动网络的项目 Helium 为例。此类别中其他值得关注的新兴项目包括 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.

另一个用例涉及传感器网络，用于操作物理空间中的设备并捕获有价值的数据。报告中提到的分散式传感器网络的例子包括 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，报告还指出了 DePIN 专用区块链的出现，例如 Peaq 和 IoTeX，这些区块链的创建是为了满足 DePIN 项目的特定需求。

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.

最后，报告强调了人工智能应用推动的对去中心化数据存储和计算协议不断增长的需求。根据该报告，到 2028 年，这些协议的市场预计将达到 1280 亿美元，展示了 DePIN 对现实世界基础设施产生的重大影响。

“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.

报告总结道：“连接、传感器和能源网络等新兴基元的增长凸显了 DePIN 对现实世界基础设施产生的切实影响。”