Solana [SOL] 在主導 Memecoin 交易領域後將領導 DePIN（去中心化公共基礎設施網路）領域

領先的去中心化電腦網路之一 Render [RNDR] 自去年 11 月從以太坊 [ETH] 遷移到 Solana [SOL] 以來，節點營運商數量顯著增加了 66%。

Solana [SOL] has been at the forefront of several Web3 narratives. After dominating the memecoin trading segment, SOL is now set to lead the DePIN (Decentralized Public Infrastructure Networks) sector.

Solana [SOL] 一直處於多個 Web3 敘述的最前線。在主導 memecoin 交易領域後，SOL 現在將領導 DePIN（去中心化公共基礎設施網路）領域。

One of the leading decentralized computer networks, Render [RNDR], recorded a remarkable 66% growth in node operators since migrating from Ethereum [ETH] to Solana last November.

領先的去中心化電腦網路之一 Render [RNDR] 自去年 11 月從以太坊 [ETH] 遷移到 Solana 以來，節點運營商數量顯著增長了 66%。

According to a report by crypto analytics provider Flipside, the growth isn’t restricted to Render but was evident across the Solana DePIN sector in the first half of 2024 (H1).

根據加密分析提供商 Flipside 的報告，成長不僅限於 Render，在 2024 年上半年 (H1) 的 Solana DePIN 領域也很明顯。

Solana’s speed, scalability, and low cost are the main reasons behind Render’s decision to join the network. New DePIN entrants, like io.net, also cited the same factors in choosing Solana.

Solana 的速度、可擴展性和低成本是 Render 決定加入網路的主要原因。 DePIN 的新進者，例如 io.net，在選擇 Solana 時也提到了相同的因素。

Reinforcing Solana’s capacity, Garrison Yang, chief strategy at io.net, told Flipside that,

為了加強 Solana 的能力，io.net 首席策略 Garrison Yang 告訴 Flipside，

“With advantages in retail liquidity, speed, scalability, cost, and mindshare, Solana has become a natural choice for many web3 projects, including the DePIN category.”

“憑藉零售流動性、速度、可擴展性、成本和關注度方面的優勢，Solana 已成為許多 web3 項目的自然選擇，包括 DePIN 類別。”

Solana DePIN sector state in H1 2024

2024 年上半年 Solana DePIN 產業狀態

The Flipside report noted that four major DePIN sub-categories have matured within Solana – compute, connectivity, data/sensor, and storage networks.

Flipside 報告指出，Solana 內的四個主要 DePIN 子類別已經成熟——計算、連接、數據/感測器和儲存網路。

Render led the decentralized computing segment, hitting a record high of 1920 node operators in January 2024, a 66% increase post-Solana migration.

Render 引領去中心化運算領域，在 2024 年 1 月達到 1920 個節點營運商的歷史新高，Solana 遷移後增加了 66%。

Source: Flipside

來源：另一面

Node operator rewards also spiked in January, with a 34% average in the first half of 2024.

節點業者獎勵在 1 月也大幅上升，2024 年上半年平均增幅為 34%。

Render offers a Web 3 alternative to AWS or Google Cloud through its peer-to-peer compute power (GPU) marketplace. According to the report, Render pivoted to AI/Machine Learning and could be an outlier in the segment if the narrative extends.

Render 透過其點對點運算能力 (GPU) 市場提供了 AWS 或 Google Cloud 的 Web 3 替代方案。根據該報告，渲染轉向人工智慧/機器學習，如果敘述延伸，可能會成為該領域的異常值。

“As global GPU demand continues to outstrip supply, investment in, and adoption of, decentralized compute solutions will likely outpace other DePIN sectors,” the report added.

報告補充說：“隨著全球 GPU 需求持續超過供應，去中心化計算解決方案的投資和採用可能會超過其他 DePIN 領域。”

The report highlighted io.net and Nosana as the latest projects in the compute segment that are worth tracking.

該報告強調 io.net 和 Nosana 是計算領域值得追蹤的最新項目。

Solana’s next hottest DePIN category was connectivity, and the leading project was the Helium Network, which saw a surge in subscribers. Wife Dabba and Pollen Mobile are new projects in this category.

Solana 的下一個最熱門的 DePIN 類別是連接性，領先的項目是 Helium Network，該項目的用戶數量激增。 Wife Dabba 和 Pollen Mobile 是此類別的新項目。

The decentralized sensor and data storage segments are the third and fourth largest, respectively. These categories are largely dominated by Hivemapper (a Google Street View rival) and Shdwdrive, respectively.

分散式感測器和資料儲存領域分別排名第三和第四。這些類別主要分別由 Hivemapper（Google 街景競爭對手）和 Shdwdrive 主導。

In total, the Solana DePIN ecosystem has over 25 projects, led by the three well-known ones: Render, Hivemapper, and Helium.

Solana DePIN 生態系統總共有超過 25 個項目，其中以三個知名項目為首：Render、Hivemapper 和 Helium。

On the performance front, the DePIN narrative was in the top five after DeFi and posted 85% in Q1, according to a Coingecko report.

根據 Coingecko 的報告，在性能方面，DePIN 的敘述排在 DeFi 之後的前五名，第一季的比例為 85%。

The best performer was the memecoin sector, which Solana solanaently dominated. It remains to be seen how the DePIN narrative will play out at the end of Q2.

表現最好的是模因幣領域，索拉納在該領域佔據主導地位。 DePIN 的故事將如何在第二季末發揮作用還有待觀察。