DePINs：透過去中心化協議徹底改變全球基礎設施

實體基礎設施網路的去中心化協議 (DePIN) 正在改變技術格局，利用區塊鏈和加密經濟激勵措施最大限度地利用未充分利用的資源，消除管理成本並獎勵全球參與者。與傳統軟體公司不同，這些協議能夠實現信任、減少欺詐，並透過精心設計的代幣經濟為早期採用者提供成長潛力。隨著DePIN 在無線連接、數據存儲和地圖等領域獲得關注，它們通過為代幣持有者和社區提供具有成本效益、全球可訪問的基礎設施解決方案以及卓越的價值累積，對中心化的傳統公司構成了重大威脅。

Decentralized Physical Infrastructure Networks (DePINs): The Future of Global Infrastructure

去中心化實體基礎設施網路（DePINs）：全球基礎設施的未來

Introduction

介紹

Over a decade ago, Marc Andreessen, a renowned venture capitalist, famously declared that "software is eating the world," aptly capturing the transformative impact of software companies like Amazon, Apple, Facebook, and LinkedIn. While his prediction has proven accurate, the ultimate manifestation of software dominance lies not solely in traditional software giants but in decentralized protocols that power decentralized physical infrastructure networks (DePINs).

十多年前，著名創投家馬克安德森(Marc Andreessen) 曾說過一句名言：“軟體正在吞噬世界”，這句話恰當地體現了亞馬遜、蘋果、Facebook 和LinkedIn 等軟體公司的變革性影響。雖然他的預測被證明是準確的，但軟體主導地位的最終體現不僅在於傳統軟體巨頭，還在於為去中心化實體基礎設施網路（DePIN）提供動力的去中心化協議。

DePINs: Reimagining Infrastructure

DePIN：重新構想基礎設施

DePINs represent a paradigm shift in the way physical infrastructure is provisioned, utilized, and monetized. They leverage decentralized software protocols and blockchain technology to interconnect, provision, and incentivize geographically distributed physical resources such as storage, computing power, and wireless connectivity.

DePIN 代表了實體基礎設施的配置、利用和貨幣化方式的典範轉移。他們利用去中心化軟體協定和區塊鏈技術來互連、提供和激勵地理上分佈的實體資源，例如儲存、運算能力和無線連接。

The Inefficiencies of Traditional Infrastructure

傳統基礎建設效率低下

Traditional infrastructure companies are often plagued by high overhead costs, slow innovation cycles, and limited accessibility. They require significant capital investments, making it challenging for new entrants to compete and for users to access affordable services.

傳統基礎設施公司經常受到管理成本高、創新週期慢和可及性有限的困擾。它們需要大量的資本投資，這使得新進入者的競爭和用戶獲得負擔得起的服務都面臨挑戰。

DePINs: A Revolutionary Model

DePINs：革命性的模型

In contrast, DePIN protocols operate with minimal overhead costs and foster rapid evolution through community-driven development. They enable anyone to participate in the network by offering or consuming resources, removing geographical barriers and empowering global collaboration.

相比之下，DePIN 協議以最小的管理成本運行，並透過社群驅動的開發促進快速發展。它們使任何人都可以透過提供或消耗資源、消除地理障礙並增強全球協作來參與網路。

The Power of Tokenomics

代幣經濟學的力量

At the heart of DePINs lie crypto-economic incentives and native tokens. By aligning token value with network usage, DePIN protocols create a virtuous cycle that rewards early adopters and encourages the growth and sustainability of the network.

DePIN 的核心在於加密經濟誘因和原生代幣。透過使代幣價值與網路使用保持一致，DePIN 協議創建了一個良性循環，獎勵早期採用者並鼓勵網路的成長和可持續性。

Case Studies of DePIN Success

DePIN成功案例研究

The success of DePINs is already evident in various projects. Helium, for instance, has deployed a vast network of wireless hotspots, enabling low-cost Internet of Things (IoT) connectivity. Filecoin has amassed over 1.8 EiB of decentralized storage capacity, challenging cloud storage giants like Amazon Web Services (AWS). Hivemapper has mapped over 90 million kilometers of roads, creating a global open-source geospatial dataset.

DePINs 的成功已經在各種專案中得到體現。例如，Helium 部署了龐大的無線熱點網絡，實現了低成本的物聯網 (IoT) 連接。 Filecoin 已累積了超過 1.8 EiB 的去中心化儲存容量，對 Amazon Web Services (AWS) 等雲端儲存巨頭構成了挑戰。 Hivemapper 繪製了超過 9000 萬公里的道路地圖，創建了全球開源地理空間資料集。

The Value Proposition of DePINs

DePIN 的價值主張

The value proposition of DePINs is compelling. They eliminate the need for costly central entities, reduce overhead expenses, and drive down prices for users. They introduce features such as auditability and verifiability, fostering transparency and trust.

DePIN 的價值主張非常引人注目。它們消除了對昂貴的中央實體的需求，減少了管理費用，並降低了使用者的價格。它們引入了可審計性和可驗證性等功能，從而促進透明度和信任。

DePINs vs. Traditional Infrastructure Companies

DePIN 與傳統基礎設施公司

DePINs pose a significant threat to traditional infrastructure companies. Their ability to operate globally with zero capital expenditures gives them a distinct advantage in terms of scale and cost efficiency. Teleport, a decentralized ride-sharing protocol, is set to launch with lower prices and higher driver incentives compared to its centralized counterparts.

DePIN 對傳統基礎設施公司構成重大威脅。他們以零資本支出進行全球營運的能力使他們在規模和成本效率方面具有明顯的優勢。 Teleport 是一種去中心化的乘車共享協議，與集中式協議相比，它將以更低的價格和更高的司機激勵措施推出。

Token Holders as Stakeholders

代幣持有者作為利害關係人

In DePINs, value accrues to token holders rather than shareholders. This fundamental shift fosters a sense of ownership and loyalty among network participants, who have a vested interest in the growth and success of the network.

在 DePIN 中，價值歸於代幣持有者而不是股東。這種根本性的轉變培養了網路參與者的主人翁意識和忠誠度，他們對網路的發展和成功有著既得利益。

DePINs: A Force of Change

DePIN：變革的力量

DePINs are poised to revolutionize global infrastructure, unlocking its potential at an unprecedented scale. They will empower communities, drive innovation, and create a more equitable distribution of value. As DePIN protocols mature and scale, they will inevitably dominate their respective sectors, leaving legacy companies struggling to keep up with the pace of disruption.

DePIN 預計將徹底改變全球基礎設施，以前所未有的規模釋放其潛力。他們將為社區賦能、推動創新並創造更公平的價值分配。隨著 DePIN 協議的成熟和規模化，它們將不可避免地在各自的領域佔據主導地位，使傳統公司難以跟上顛覆的步伐。

Conclusion

結論

Marc Andreessen's prediction that software would eat the world is being realized in a way he may not have envisioned. Decentralized software protocols are emerging as the true disruptors, and DePINs are leading the charge. They represent the next frontier of infrastructure, redefining the way we connect, store data, and access computing power. The future belongs to DePINs, and their impact on the world will be profound and transformative.

馬克·安德森（Marc Andreessen）關於軟體將吞噬世界的預言正在以他可能沒有想到的方式實現。去中心化軟體協定正在成為真正的顛覆者，而 DePIN 正在引領潮流。它們代表了基礎設施的下一個前沿，重新定義了我們連接、儲存資料和存取運算能力的方式。未來屬於 DePIN，它們對世界的影響將是深遠的、變革性的。