DePIN能源协议：去中心化能源网络的新时代

能源格局正在经历深刻变革，预计到 2040 年全球电力需求将增加近一倍。这给老化的集中式电网带来了压力。

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.

能源格局正在经历深刻变革，预计到 2040 年全球电力需求将增加近一倍。这给老化的集中式电网带来了压力。传统的单向电力流（从大型集中式工厂到最终用户）已无法跟上现代能源需求的复杂性，特别是当可再生和分散能源（DER）成为能源结构中不可或缺的一部分时。

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.

今年是能源投资的关键一年，全球支出预计将超过3万亿美元，其中约2万亿美元将分配给清洁能源技术和基础设施。可再生能源、电网升级和存储的投资预计将首次超过石油、天然气和煤炭的总支出。到 2030 年，可再生能源预计将占全球能源消耗的近 20%，高于 2023 年的 13%，这主要归功于太阳能和风能的进步。

The Role of Decentralized Energy Resources (DER)

分散能源资源 (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.

太阳能、风能、电池存储和需求响应技术等分散式能源资源 (DER) 正在通过实现分散式能源生产和消费来重塑能源格局。这些创新挑战了传统的集中式径向模型，并需要过渡到分散式双向网格，以适应小型生产者和消费者不断扩大的网络。

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.

虽然 DER 提供了更高的效率和弹性，但其集成给电网管理带来了新的复杂性。传统电网缺乏处理多个能源网络内动态交互的灵活性，尤其是可再生能源的间歇性。

Blockchain and DePIN: Transformative Solutions

区块链和 DePIN：变革性解决方案

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.

区块链技术和 DePIN 为去中心化能源系统提供了关键框架。区块链的透明度和点对点能源交易能力使能源生产商和消费者能够参与更高效、更公平的市场。通过智能合约和代币化，可以简化交易，降低成本，并激励可再生能源的产生和消耗。此外，区块链的实时数据能力通过实现精确的供需平衡来增强电网的可靠性。

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.

分散电网是推动分布式能源创新的关键。然而，电网现代化仍然是一个挑战，受到传统基础设施、实时数据不足和自动化程度有限的阻碍。整个行业认识到需要进行转型，以满足不断增长的能源需求，增强弹性，并将服务扩展到服务不足的地区。分散式解决方案解决了与供需平衡、电网可靠性和农村接入相关的挑战。然而，实现可扩展的影响需要大量的资本和监管协调。

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

下面将探讨几个关键的能源协议，这些协议体现了这种去中心化能源格局的显着进展。

Project Zero (Developed by Fuse)

零号计划（Fuse 开发）

Focus: A decentralized renewable energy network with integrated DER services

重点：具有集成 DER 服务的分散式可再生能源网络

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

核心团队：Alan Chang（首席执行官）、Charles Orr（首席运营官）

Funding (Total Raised: $90 million):

资金（筹集总额：9000万美元）：

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 共同创立，正在通过垂直整合、数据密集型可再生能源方法解决能源危机。凭借扩展 Revolut 的经验，Chang 和 Orr 成立了 Fuse，运营公用事业规模的太阳能和风电场、分布式能源安装业务，并作为受监管的电力供应商为英国数万户家庭提供服务。

Key Data:

关键数据：

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 通过建立实时数据监控和垂直整合能源生产、分配和零售来解决传统能源堆栈中的低效率问题。通过“零项目”，Fuse 激励参与者将能源消耗转向可再生能源，帮助稳定电网并促进分布式能源的采用。通过整合 DER，Fuse 还可以作为虚拟发电厂 (VPP) 运行，提供每兆瓦可产生高达 100,000 美元收入的电网服务，同时在可再生能源整合的同时优化盈利能力。

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 结合了先进的数据收集、实时监控和垂直集成模型，超越了传统公用事业。通过利用 DER、零项目和实时分析，Fuse 致力于提供更清洁、更便宜的能源，同时将能源零售行业转变为消费者响应型生态系统。

Daylight

日光

Focus: Decentralized energy protocol

焦点：去中心化能源协议

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

核心团队：Jason Badeaux（首席执行官）、Dallas Griffin（首席运营官）、Udit Patel（首席技术官）、Evan Caron（CSO）。

Funding:

资金：

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

A轮：2024年7月31日；筹集金额：900万美元；投资者：Andreessen Horowitz（领投）、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 是一种去中心化协议，专注于通过使用 DER 来改造能源网络。目前，分布式能源（如太阳能电池板、智能恒温器和电池）以分散的方式运行，几乎没有激励个人业主积极为电网稳定做出贡献。 Daylight 通过集成 DER 数据来弥补这一差距，能源公司可以购买这些数据来改善电网管理。

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 将收集实时 DER 数据并将其出售给能源公司，帮助他们优化电网性能。从长远来看，该协议旨在使用户能够从连接的分布式能源中形成虚拟发电厂（VPP）。这些 VPP 作为综合能源，可以反馈到