DePIN能源協定：去中心化能源網路的新時代

能源格局正在經歷深刻變革，預計到 2040 年全球電力需求將增加近一倍。

The energy landscape is undergoing a profound transformation, with global electricity demand expected to nearly double by 2040. This puts pressure on the aging centralized grid. The traditional unidirectional flow of electricity (from large centralized plants to end-users) can no longer keep pace with the complexity of modern energy demands, especially as renewable and decentralized energy resources (DER) become an indispensable part of the energy mix.

能源格局正在經歷深刻變革，預計到 2040 年全球電力需求將增加近一倍。傳統的單向電力流（從大型集中式工廠到最終用戶）已無法跟上現代能源需求的複雜性，特別是當再生和分散能源（DER）成為能源結構中不可或缺的一部分時。

This year is a critical one for energy investment, with global spending projected to exceed $3 trillion, of which about $2 trillion will be allocated to clean energy technologies and infrastructure. Investments in renewable energy, grid upgrades, and storage are expected to surpass total spending on oil, gas, and coal for the first time. By 2030, renewable energy is expected to account for nearly 20% of global energy consumption, up from 13% in 2023, primarily due to advancements in solar and wind energy.

今年是能源投資的關鍵一年，全球支出預計將超過3兆美元，其中約2兆美元將分配給清潔能源技術和基礎設施。再生能源、電網升級和儲存的投資預計將首次超過石油、天然氣和煤炭的總支出。到 2030 年，再生能源預計將佔全球能源消耗的近 20%，高於 2023 年的 13%，這主要歸功於太陽能和風能的進步。

The Role of Decentralized Energy Resources (DER)

分散能源資源 (DER) 的作用

Decentralized energy resources (DER), such as solar, wind, battery storage, and demand response technologies, are reshaping the energy landscape by enabling decentralized energy production and consumption. These innovations challenge the traditional centralized radial model and necessitate a transition to a decentralized bidirectional grid to accommodate the expanding network of small producers and consumers.

太陽能、風能、電池儲存和需求響應技術等分散式能源資源 (DER) 正在透過實現分散式能源生產和消費來重塑能源格局。這些創新挑戰了傳統的集中式徑向模型，並需要過渡到分散式雙向網格，以適應小型生產者和消費者不斷擴大的網路。

While DER offers greater efficiency and resilience, its integration brings new complexities to grid management. The traditional grid lacks the flexibility to handle dynamic interactions within multiple energy networks, especially the intermittency of renewable energy.

雖然 DER 提供了更高的效率和彈性，但其整合為電網管理帶來了新的複雜性。傳統電網缺乏處理多個能源網路內動態互動的靈活性，尤其是再生能源的間歇性。

Blockchain and DePIN: Transformative Solutions

區塊鏈與 DePIN：變革性解決方案

Blockchain technology and DePIN provide a critical framework for decentralized energy systems. The transparency and peer-to-peer energy trading capabilities of blockchain enable energy producers and consumers to participate in more efficient and equitable markets. Through smart contracts and tokenization, transactions are streamlined, costs are reduced, and the generation and consumption of renewable energy are incentivized. Additionally, the real-time data capabilities of blockchain enhance grid reliability by achieving precise supply-demand balance.

區塊鏈技術和 DePIN 為去中心化能源系統提供了關鍵框架。區塊鏈的透明度和點對點能源交易能力使能源生產商和消費者能夠參與更有效率、更公平的市場。透過智慧合約和代幣化，可以簡化交易，降低成本，並激勵再生能源的產生和消耗。此外，區塊鏈的即時數據能力透過實現精確的供需平衡來增強電網的可靠性。

Decentralizing the grid is key to driving DER innovation. However, modernizing the grid remains a challenge, hindered by traditional infrastructure, insufficient real-time data, and limited automation. The entire industry recognizes the need for transformation to meet growing energy demands, enhance resilience, and extend services to underserved areas. Decentralized solutions address challenges related to supply-demand balance, grid reliability, and rural access. However, achieving scalable impact requires significant capital and regulatory coordination.

分散電網是推動分散式能源創新的關鍵。然而，電網現代化仍然是一個挑戰，受到傳統基礎設施、即時數據不足和自動化程度有限的阻礙。整個產業都意識到需要進行轉型，以滿足不斷增長的能源需求，增強彈性，並將服務擴展到服務不足的地區。分散式解決方案解決了與供需平衡、電網可靠性和農村接入相關的挑戰。然而，實現可擴展的影響需要大量的資本和監管協調。

The following will explore several key energy protocols that embody notable progress in this decentralized energy landscape.

以下將探討幾個關鍵的能源協議，這些協議體現了這種去中心化能源格局的顯著進展。

Project Zero (Developed by Fuse)

零號計畫（Fuse 開發）

Focus: A decentralized renewable energy network with integrated DER services

重點：具有整合 DER 服務的分散式再生能源網絡

Core Team: Alan Chang (CEO), Charles Orr (COO)

核心團隊：Alan Chang（執行長）、Charles Orr（營運長）

Funding (Total Raised: $90 million):

資金（籌集總額：9000萬美元）：

Fuse, co-founded by former Revolut executives Alan Chang and Charles Orr, is addressing the energy crisis through a vertically integrated, data-intensive renewable energy approach. Leveraging their experience in scaling Revolut, Chang and Orr established Fuse to operate utility-scale solar and wind farms, DER installation businesses, and serve tens of thousands of households in the UK as a regulated electricity supplier.

Fuse 由前 Revolut 高管 Alan Chang 和 Charles Orr 共同創立，正在透過垂直整合、數據密集型再生能源方法解決能源危機。憑藉擴展 Revolut 的經驗，Chang 和 Orr 成立了 Fuse，運營公用事業規模的太陽能和風電場、分散式能源安裝業務，並作為受監管的電力供應商為英國數萬戶家庭提供服務。

Key Data:

關鍵數據：

Fuse addresses inefficiencies in the traditional energy stack by establishing real-time data monitoring and vertically integrating energy production, distribution, and retail. Through Project Zero, Fuse incentivizes participants to shift energy consumption towards renewables, helping stabilize the grid and promote DER adoption. By integrating DER, Fuse can also operate as a virtual power plant (VPP), providing grid services that can generate up to $100,000 in revenue per megawatt while optimizing profitability alongside renewable energy integration.

Fuse 透過建立即時數據監控和垂直整合能源生產、分配和零售來解決傳統能源堆疊中的低效率問題。透過“零項目”，Fuse 激勵參與者將能源消耗轉向再生能源，幫助穩定電網並促進分散式能源的採用。透過整合 DER，Fuse 還可以作為虛擬發電廠 (VPP) 運行，提供每兆瓦可產生高達 100,000 美元收入的電網服務，同時在可再生能源整合的同時優化盈利能力。

Fuse combines advanced data collection, real-time monitoring, and a vertically integrated model to surpass traditional utilities. By leveraging DER, Project Zero, and real-time analytics, Fuse is committed to delivering cleaner, cheaper energy while transforming the energy retail sector into a consumer-responsive ecosystem.

Fuse 結合了先進的資料收集、即時監控和垂直整合模型，超越了傳統公用事業。透過利用 DER、零項目和即時分析，Fuse 致力於提供更清潔、更便宜的能源，同時將能源零售業轉變為消費者響應型生態系統。

Daylight

日光

Focus: Decentralized energy protocol

焦點：去中心化能源協議

Core Team: Jason Badeaux (CEO), Dallas Griffin (COO), Udit Patel (CTO), Evan Caron (CSO).

核心團隊：Jason Badeaux（執行長）、Dallas Griffin（營運長）、Udit Patel（技術長）、Evan Caron（CSO）。

Funding:

資金：

Series A: July 31, 2024; Amount Raised: $9 million; Investors: Andreessen Horowitz (lead), Framework Ventures, Lattice, Escape Velocity (EV3), Lerer Hippeau.

A輪：2024年7月31日；籌集金額：900萬美元；投資人：Andreessen Horowitz（領投）、Framework Ventures、Lattice、Escape Velocity (EV3)、Lerer Hippeau。

Daylight is a decentralized protocol focused on transforming the energy grid through the use of DER. Currently, DER (such as solar panels, smart thermostats, and batteries) operates in a decentralized manner with little incentive for individual owners to actively contribute to grid stability. Daylight bridges this gap by integrating DER data, which energy companies can purchase to improve grid management.

Daylight 是一種去中心化協議，專注於透過使用 DER 來改造能源網路。目前，分散式能源（如太陽能電池板、智慧恆溫器和電池）以分散的方式運行，幾乎沒有激勵個人業主積極為電網穩定做出貢獻。 Daylight 透過整合 DER 數據來​​彌補這一差距，能源公司可以購買這些數據來改善電網管理。

Initially, Daylight will collect and sell real-time DER data to energy companies, helping them optimize grid performance. In the long term, the protocol aims to enable users to form virtual power plants (VPP) from connected DER. These VPPs act as integrated energy sources that can feed back into

最初，Daylight 將收集即時 DER 數據並將其出售給能源公司，以幫助他們優化電網性能。從長遠來看，該協議旨在使用戶能夠從連接的分散式能源中形成虛擬發電廠（VPP）。這些 VPP 作為綜合能源，可以反饋到