DePIN 的無聲革命：改變加密貨幣世界

隨著加密貨幣進入新的採用階段，模因硬幣和人工智慧蒸汽軟體等敘事主導了市場。然而，這個週期可能會透過去中心化實體基礎設施（DePIN）網路重新定義「營運商經濟」。 DePIN旨在透過將基於硬體的服務與代幣協調起來，建立更有效率、更公平的營運商生態系統，呼應比特幣的邏輯。 DePIN 承諾消除尋租中介機構，透過代幣向營運商授予經濟利益，並提供更大的透明度和防止歧視的保護。

The Silent Revolution: DePIN's Ascendancy in the Cryptoverse

無聲的革命：DePIN 在加密世界中的優勢

As the cryptocurrency industry embarks on a new era of widespread adoption, discerning investors and market analysts are eagerly speculating on which narratives will dominate this transformative cycle. Will it be the whimsical allure of meme coins, the niche appeal of scene coins, or the speculative frenzy surrounding AI vaporware? Could it be the emerging frontiers of liquid re-staking, ordinals, doginals, or the highly anticipated arrival of Base? While these narratives undoubtedly generate buzz and attract attention, they may ultimately fade into obscurity.

隨著加密貨幣產業進入廣泛採用的新時代，眼光敏銳的投資者和市場分析師正在熱切地猜測哪些敘事將主導這一變革週期。是迷因幣的異想天開的誘惑，場景幣的小眾吸引力，還是圍繞人工智慧蒸汽軟體的投機狂潮？可能是流動性重新質押、序數、狗數的新興前沿，還是備受期待的 Base 的到來？雖然這些敘述無疑會引起轟動並吸引人們的注意，但它們最終可能會消失得無影無蹤。

Instead, the true triumph of this market cycle may lie in an unassuming yet profoundly groundbreaking innovation: the reimagining of the operator economy through the transformative power of decentralized physical infrastructure (DePIN). This development could herald a resounding victory for countless individuals who have endured excessive pricing on platforms like Uber and sacrificed essential benefits by embracing the precarious nature of gig work. It would also serve as a resounding testament to the inherent potential of cryptocurrency to empower workers and foster a more equitable economic landscape.

相反，這個市場週期的真正勝利可能在於一項不起眼但具有深遠突破性的創新：透過去中心化實體基礎設施（DePIN）的變革力量重新構想營運商經濟。這一發展可能預示著無數個人的巨大勝利，他們在優步等平台上忍受了過高的定價，並因接受零工工作的不穩定性質而犧牲了基本福利。它還將有力地證明加密貨幣在賦予工人權力和培育更公平的經濟格局方面的內在潛力。

Deconstructing the Operator Economy

解構營運商經濟

The operator economy, often referred to as the "gig" or "sharing" economy, emerged as a revolutionary concept pioneered by companies like Uber and Airbnb. These platforms leveraged crowdsourced infrastructure and labor to deliver valuable services, effectively challenging and outperforming traditional business models. Today, the United States is a thriving hub for operator platforms, boasting apps that cater to a vast array of needs, from food delivery and haircuts to babysitting, car sharing, and beyond. The US operator economy has spawned a constellation of unicorns and is projected to reach a staggering valuation in the trillions by 2031. In essence, the operator economy is poised to become The Economy.

營運商經濟通常被稱為「零工」或「共享」經濟，是由 Uber 和 Airbnb 等公司開創的革命性概念。這些平台利用眾包基礎設施和勞動力來提供有價值的服務，有效挑戰並超越傳統商業模式。如今，美國已成為蓬勃發展的營運商平台中心，擁有可滿足從送餐、理髮到保姆、汽車共享等多種需求的應用程式。美國營運商經濟催生了一批獨角獸，預計到 2031 年估值將達到數萬億美元。

However, despite its apparent success, the operator economy has fallen short in terms of market efficiency and social fairness. Operator "ecosystems" have become breeding grounds for monopolistic platforms, predatory pricing strategies subsidized by venture capital, and an expanding underclass of economically vulnerable "gig" workers. These workers are subjected to piecemeal wages without overtime compensation, denied essential benefits such as Social Security and health coverage, and forced to bear the costs of performing their jobs. Opaque algorithms that orchestrate their work further exacerbate their plight by facilitating wage theft and discrimination.

然而，儘管營運商經濟取得了明顯的成功，但在市場效率和社會公平方面卻存在不足。營運商「生態系統」已成為壟斷平台、風險資本補貼的掠奪性定價策略以及經濟弱勢「零工」工人不斷擴大的下層階級的溫床。這些工人領取零碎工資，沒有加班費，被剝奪了社會安全和醫療保險等基本福利，並被迫承擔工作成本。協調他們工作的不透明演算法助長了工資盜竊和歧視，進一步加劇了他們的困境。

DePIN: A Paradigm Shift

DePIN：範式轉移

DePIN emerges as a beacon of hope, promising to revolutionize operator ecosystems by enhancing both efficiency and equity. It encompasses community-driven protocol networks that seamlessly integrate hardware-based services with token incentives. This fundamental concept mirrors the origins of cryptocurrency itself. Bitcoin, the prototypical DePIN network, enables individuals worldwide to contribute computing power towards securing a decentralized ledger in exchange for token rewards. This foundational logic serves as the blueprint for all subsequent DePIN networks.

DePIN 成為希望的燈塔，承諾透過提高效率和公平性來徹底改變營運商生態系統。它包含社區驅動的協議網絡，將基於硬體的服務與代幣激勵無縫整合。這個基本概念反映了加密貨幣本身的起源。比特幣是典型的 DePIN 網絡，它使世界各地的個人能夠貢獻運算能力來確保去中心化帳本的安全，以換取代幣獎勵。這個基本邏輯是所有後續 DePIN 網路的藍圖。

Redefining Worker Empowerment

重新定義工人賦權

Similar to decentralized finance (DeFi), DePIN's transformative power stems from its ability to eliminate rent-seeking intermediaries, thereby redistributing their profits to a diverse range of stakeholders. Consider Teleport, a ride-hailing app built on DePIN principles. Teleport orchestrates its community using protocol and token incentives, effectively eliminating the need for corporate entities like Uber or Lyft. This innovative approach directly benefits drivers and riders by converting extractive margins and fees into higher wages and reduced prices.

與去中心化金融（DeFi）類似，DePIN 的變革力量源自於其消除尋租中介機構的能力，從而將其利潤重新分配給不同的利害關係人。以 Teleport 為例，這是一款基於 DePIN 原則建構的叫車應用程式。 Teleport 使用協議和代幣激勵措施來協調其社區，有效地消除了對 Uber 或 Lyft 等企業實體的需求。這種創新方法透過將抽取的利潤和費用轉化為更高的工資和更低的價格，直接使駕駛和乘客受益。

Moreover, operators within DePIN networks acquire an economic stake through the tokens they accumulate as rewards. As networks expand, these tokens provide operators with pre-IPO venture returns, akin to the early miners of Bitcoin. In stark contrast, gig workers in today's economy are deprived of even basic employee benefits. Tokenization also plays a pivotal role in network enhancement by incentivizing early adopters and evangelists, thereby fueling the growth of the operator ecosystem and user base.

此外，DePIN 網路內的營運商透過他們累積的代幣作為獎勵來獲得經濟權益。隨著網路的擴展，這些代幣為營運商提供首次公開募股前的風險回報，類似於比特幣的早期礦工。形成鮮明對比的是，當今經濟中的零工工人甚至被剝奪了基本的員工福利。代幣化也透過激勵早期採用者和傳播者在網路增強中發揮關鍵作用，從而推動營運商生態系統和用戶群的成長。

Benefits Beyond Measure

無法估量的好處

The advantages of DePIN extend far beyond economic empowerment. It embraces permissionless access, reducing barriers to entry, broadening participation, and expanding geographic reach. This makes DePIN an ideal solution for addressing edge cases. DePIN networks also prioritize transparency, mitigating the risk of algorithmic discrimination. And because code is inherently more resilient to disruption than central authorities, DePIN networks enjoy enhanced protection against political interference and other illegitimate threats.

DePIN 的優勢遠遠超出了經濟賦權。它支援無需許可的訪問，減少進入壁壘，擴大參與範圍並擴大地理範圍。這使得 DePIN 成為解決邊緣情況的理想解決方案。 DePIN 網路也優先考慮透明度，降低演算法歧視的風險。而且，由於代碼本質上比中央機構更能抵禦破壞，因此 DePIN 網路享有針對政治幹預和其他非法威脅的增強保護。

A Glimpse into the Future

未來一瞥

The burgeoning DePIN landscape is witnessing the emergence of Web3 operators across various industries, signaling its growing maturity and expansion. These operators encompass:

蓬勃發展的 DePIN 格局正在見證各行業 Web3 運營商的出現，標誌著其日益成熟和擴張。這些運營商包括：

• Computing operators: Essential for providing processing and communication services, projects like Aethir Cloud and Akash showcase the power of decentralized cloud networks.
• Data operators: Transforming raw data into valuable assets, companies like DIMO and Hivemapper demonstrate the trend of deploying hardware to gather and process data.
• Storage operators: Ensuring data permanence, Arweave and Filecoin offer decentralized solutions for file storage.
• Hardware operators: Matching physical assets with user demand, io.net and Helium connect companies seeking AI processing power with GPU providers and 5G connectivity, respectively.

Challenges and Opportunities

運算營運商：對於提供處理和通訊服務至關重要，Aethir Cloud 和Akash 等專案展示了去中心化雲端網路的力量。了部署硬體進行收集和處理的趨勢資料。 Helium 將尋求AI 處理能力的公司與GPU 供應商和5G 連線分別連接起來。

Despite its rapid growth and immense potential, DePIN faces several challenges. Foremost among these is the need to navigate the complex regulatory landscape while maintaining its commitment to decentralization. For instance, mapping service Hivemapper must comply with a patchwork of governance, data management, and safety regulations. These hurdles introduce significant friction, impeding progress towards the autonomous protocols that are the ultimate goal.

儘管 DePIN 發展迅速且潛力巨大，但它仍面臨一些挑戰。其中最重要的是需要應對複雜的監管環境，同時保持對權力下放的承諾。例如，地圖服務 Hivemapper 必須遵守一系列治理、資料管理和安全法規。這些障礙帶來了巨大的摩擦，阻礙了最終目標自治協議的進展。

Additionally, DePIN networks must prioritize the protection of vulnerable operators from the volatility and crashes that can accompany a bootstrapping network economy. Ethereum co-founder Vitalik Buterin has eloquently articulated the moral imperative to safeguard crypto users from token collapses and scams. His argument carries even greater weight when applied to projects that aim to empower economically disadvantaged groups, such as gig workers, artists, and users in developing nations.

此外，DePIN 網路必須優先保護脆弱的營運商免受自舉網路經濟帶來的波動和崩潰的影響。以太坊聯合創始人 Vitalik Buterin 雄辯地闡明了保護加密貨幣用戶免受代幣崩潰和詐騙侵害的道德責任。當應用於旨在增強經濟弱勢群體（例如發展中國家的零工、藝術家和使用者）能力的計畫時，他的論點更具分量。

A Path to Social Justice

社會正義之路

DePIN represents an ideal platform for expanding crypto's social safety net. By effectively addressing its challenges, DePIN has the potential to revolutionize the operator economy, solidifying cryptocurrency's value and its commitment to social justice. It is a silent revolution, unfolding beneath the radar of flashy narratives. But its impact will be profound, empowering workers, fostering economic equality, and transforming the very fabric of the digital economy.

DePIN 是擴大加密貨幣社會安全網的理想平台。透過有效應對挑戰，DePIN 有潛力徹底改變營運商經濟，鞏固加密貨幣的價值及其對社會正義的承諾。這是一場無聲的革命，在華麗的敘事的雷達下展開。但它的影響將是深遠的，賦予工人權力，促進經濟平等，並改變數位經濟的結構。