一文探讨DePIN的价值主张、挑战及成功要素

币圈资讯 阅读:45 2024-04-22 12:39:00 评论:0
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作者:DWF Ventures;翻译:比特币买卖交易网xiaozou

在最新一期Hindsight系列文章中,我们深入研究了DePIN的最新叙事。本文我们将探讨DePIN的价值主张、未来的关键挑战以及在该垂直领域内进行项目建设我们要注意什么。

DePIN是物联网(IoT)的一个分支,物联网的概念可以追溯到20世纪80年代。该概念主要围绕将计算能力带到日常物品中。然而,随着时间的推移,出现了重大挑战,人们开始探索去中心化替代方案。

对DePIN的分类是主观的,受限于人们的“物理”观念,但我们相信,只要服务是由机器网络生成的,就可以被分类。因此,我们从硬件到特定软件资源的范围来看DePIN。

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1DePIN的价值主张

DePIN主要有以下三大价值主张:

· 利用未充分利用的资源,提高经济效益

· 降低利益相关者和地理准入门槛

· 加强活跃度和安全保障

1)提高经济效益

DePIN为个人提供了一个宝贵的机会,让他们可以参与到以前无法进入的市场中。一个例子就是云计算市场,预计到2032年该市场将增长近4倍,达2.321万亿美元。

gWqEnUn9U6gV6iCTZatqImdWYKixyCixH2wXp5Nj.png

Akash允许个人仅用CPU或AMD处理器向网络贡献算力。它能够聚集计算资源然后按需提供,价格比AWS和Google Cloud等现有企业低80%。

7QlbkDDh65f4d2g2t9Acns05ETmgLLjxBD7e56Ut.png

2)降低利益相关者和地理准入门槛

DePIN允许个人满足较低要求即可获取云提供商等寡头垄断部门的服务。再加上激励机制的辅助,大多数DePIN项目都能够从成立之初就有效地引导网络。

3)加强活跃度和安全保障

去中心化的节点网络可以防止单点故障,即使其中某个节点宕机,也可以确保网络的连续运行。有些项目还包含治理机制,让用户可以参与治理,进行无需信任的决策。

2、克服通往成功的潜在障碍

鉴于这些项目尚处于起步阶段,要释放DePIN真正的价值还有很长的路要走。

成功需要考虑三个关键因素:

· 性能扩展能力

· 易于登录和采用

· 代币经济学

1)性能扩展能力

硬件规格:需要专门设备和独家分销vs.兼容日常设备和外包生产。这些条件会影响供应商的数量和扩展速度。

例如,在支持第三方制造商生产热点的提案通过后,Helium从2021年初到2022年经历了指数级增长。这增加了竞争,促进了权力下放,从而带来了更多可负担得起的热点。

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可寻址需求:提供各种工具/服务vs.中心化供应商

位置敏感性和密度:确保服务的有效性/实用性(特别是对于地图/叫车服务,如Hivemapper和Drife)

15BnBSyNx9cDunRUtiy1MYBxYvA4BEb5PSBX0nNN.png

2)易于登录和采用

减少摩擦是吸引更多供应商的关键。Sensecap上的Helium供应商只需支付一次性的设置费用(15美元)并配置蓝牙就可以开始赚取奖励了。他们也可以通过app轻松监控自己的热点。

eMHtVNCEYTgSA8H9GAxDirqAMRj2QCEBEnMEHvv0.png

3)全体利益相关者一致的代币经济学

Chainlink是这方面的一个很好的例子,它通过LINK支付服务来平衡健康的供应分发。通过确保供应商的奖励不会随着时间的推移而被稀释,这将有助于提高供应商的留存率。

K7ZlkByNyeZFcyh29YcbLDR8uLyMLvoZSgNAGpXx.png

3、塑造DePIN项目新时代

我们认为,DePIN项目的成功和可持续性主要在于以下关键要素:硬件/软件规格,用户体验,激励模式,用户需求创建。

UBdTp3bpqnh8eSuWLhL2nNuqyAHlW6AybSYf94J2.png

大多数现有DePIN项目都能够很好地确立前三个要素。然而,创造一个真正吸引关注和需求的产品,成为集中式服务更好的替代品,对于项目的长远发展至关重要。


In this paper, we will discuss the value proposition, the key challenges in the future and the project construction in this vertical field. We should pay attention to what is a branch of the Internet of Things. The concept of the Internet of Things can be traced back to the 1900 s. However, with the passage of time, there have been major challenges, and people have begun to explore the branches of decentralized alternatives. Classes are subjective and limited by people's physical concepts, but we believe that as long as services are generated by machine networks, they can be classified. Therefore, from the scope of hardware to specific software resources, there are three main value propositions: using underutilized resources to improve economic benefits, reducing stakeholders and geographical access thresholds, strengthening activity and security, and improving economic benefits provide a valuable opportunity for individuals to participate in markets that they could not enter before. An example is the cloud computing market, which is expected to grow by nearly one trillion dollars by 2008, allowing individuals to contribute computing power to the network only by using processors. It can gather computing resources and then provide them on demand at a lower price than existing enterprises, lowering the threshold for stakeholders and geographical access, allowing individuals to meet lower requirements and obtain services from oligopolistic departments such as cloud providers, and with the assistance of incentive mechanisms, most projects can effectively guide the network to strengthen activity and security from the very beginning. A decentralized node network can prevent a single point of failure, and even if one of the nodes goes down, it can ensure the continuous operation of the network. Some projects also include governance mechanisms so that users can participate in governance and make decisions without trust, and overcome potential obstacles to success. In view of the fact that these projects are still in their infancy, there is still a long way to go to release real value. There are three key factors to be considered for success: the ability to expand performance, the ease of login and the adoption of token economics, and the hardware specifications for the ability to expand performance. Special equipment and exclusive distribution are compatible with daily equipment and outsourcing production, which will affect the number and expansion speed of suppliers. For example, after the proposal of supporting third-party manufacturers to produce hot spots was passed, it experienced exponential growth from the beginning of the year to the end of the year, which increased competition and promoted decentralization, thus bringing more affordable hot spots addressable demand, providing various tools and services, centralizing supplier location sensitivity and density, and ensuring the effectiveness and practicability of services, especially for map car calling services such as And easy login and adoption to reduce friction are the keys to attract more suppliers. Suppliers can start earning rewards by paying a one-time setting fee of US dollars and configuring Bluetooth. They can also easily monitor their own hotspots. Token economics, which is consistent with all stakeholders, is a good example in this regard. It balances healthy supply distribution by paying services, and it will help improve suppliers' rewards by ensuring that they will not be diluted over time. The retention rate shapes the new era of the project. We believe that the success and sustainability of the project mainly lie in the following key elements: hardware and software specifications, user experience, incentive mode and user demand. Creating most existing projects can well establish the first three elements. However, it is very important for the long-term development of the project to create a product that really attracts attention and demand and become a better substitute for centralized services. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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