hat is a DePIN track? What are the prospects for the future? A comprehensive interpretation of the development of the DePIN industry

WiFI Map

WiFi Map extends from free Wi-Fi and eSIM to full-stack maps of public facilities.

WiFi Map's community of more than 80,000 monthly active contributors has begun crowdsourcing maps of public toilets, water fountains, landmarks, and other amenities around the world.

Some hardware-based DeWi projects focus on neutral host CBRS and/or Wi-Fi bands.

CBRS is an emerging wireless standard that requires a high economic investment ($0.50/GB) in high-traffic areas, while Wi-Fi bands, while ubiquitous, are difficult to monetize ($0.05/GB).

A software-driven approach to DeWi scales faster than physical devices.

Software-based DePIN projects tend to have lower profit margins than their hardware-based counterparts, but can scale faster and with less capital investment.

Distributed energy resources (SEN) is one of the key coordination challenges that humanity needs to solve.

If the underlying problems in the grid are not addressed, per capita energy consumption will stagnate, hindering technological and economic progress.

Daylight

Daylight has created a decentralized energy flywheel through decentralized incentives.

Daylight scales distributed energy resources by incentivizing and coordinating the entire energy value chain, from installation to financing to coordination.

GRID is the first energy-backed currency that touches all segments of the energy value chain.

GRID is the settlement and consensus layer of the physical and financial distributed energy market, underpinning a currency with a total addressable market (TAM) of $1 trillion per year in the U.S. through a staking and burn mechanism.

Glow

Glow inspires the development of new solar plants with incredible speed and efficiency.

Glow uses carbon credits and other subsidies to accelerate the deployment of solar farms that are on the verge of becoming independent and profitable.

Glow's growth in 2024 has been outstanding...... It even surpassed Bitcoin's growth rate in the early days.

Energy DePIN projects are capable of generating significant on-chain revenue relative to their user base.

Given the nature of renewable energy equipment, participants in the Energy DePIN project will be able to make a meaningful contribution to on-chain economic activity (more than $20,000 per household) from day one.

Other DeGEN projects are focused on markets outside the U.S., where the solar and peer-to-peer energy markets are more mature.

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DeGEN (Decentralized Energy Network) is another name for DePIN projects that incentivize renewable energy generation and/or storage construction.

DeGEN even coordinates EVs (i.e., batteries on the car) through on-chain incentives.

Users want continuous, reliable, and transparent access to EV charging stations before moving away from gas-powered vehicles...... But so far, the shareholders of Web2 EV charging stations have suffered losses.

Computing field

Computing is the most established, valuable, and competitive category of DePIN.

In the private markets, GPU-focused DePIN projects have received twice as much funding as their storage-focused peers, and in liquid markets, they are valued twice as much as storage networks.