DePINs：通过去中心化协议彻底改变全球基础设施

物理基础设施网络的去中心化协议 (DePIN) 正在改变技术格局，利用区块链和加密经济激励措施最大限度地利用未充分利用的资源，消除管理成本并奖励全球参与者。与传统软件公司不同，这些协议能够实现信任、减少欺诈，并通过精心设计的代币经济为早期采用者提供增长潜力。随着 DePIN 在无线连接、数据存储和地图等领域获得关注，它们通过为代币持有者和社区提供具有成本效益、全球可访问的基础设施解决方案以及卓越的价值累积，对中心化的传统公司构成了重大威胁。

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

去中心化物理基础设施网络（DePINs）：全球基础设施的未来

Introduction

介绍

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，著名风险投资家马克·安德森 (Marc Andreessen) 曾说过一句名言：“软件正在吞噬世界”，这句话恰当地体现了亚马逊、苹果、Facebook 和 LinkedIn 等软件公司的变革性影响。虽然他的预测被证明是准确的，但软件主导地位的最终体现不仅在于传统软件巨头，还在于为去中心化物理基础设施网络（DePIN）提供动力的去中心化协议。

DePINs: Reimagining Infrastructure

DePIN：重新构想基础设施

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 代表了物理基础设施的配置、利用和货币化方式的范式转变。他们利用去中心化软件协议和区块链技术来互连、提供和激励地理上分布的物理资源，例如存储、计算能力和无线连接。

The Inefficiencies of Traditional Infrastructure

传统基础设施效率低下

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.

传统基础设施公司经常受到管理成本高、创新周期慢和可及性有限的困扰。它们需要大量的资本投资，这使得新进入者的竞争和用户获得负担得起的服务都面临挑战。

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 协议以最小的管理成本运行，并通过社区驱动的开发促进快速发展。它们使任何人都可以通过提供或消耗资源、消除地理障碍并增强全球协作来参与网络。

The Power of Tokenomics

代币经济学的力量

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 的核心在于加密经济激励和原生代币。通过使代币价值与网络使用保持一致，DePIN 协议创建了一个良性循环，奖励早期采用者并鼓励网络的增长和可持续性。

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 的成功已经在各种项目中得到体现。例如，Helium 部署了庞大的无线热点网络，实现了低成本的物联网 (IoT) 连接。 Filecoin 已积累了超过 1.8 EiB 的去中心化存储容量，对 Amazon Web Services (AWS) 等云存储巨头构成了挑战。 Hivemapper 绘制了超过 9000 万公里的道路地图，创建了全球开源地理空间数据集。

The Value Proposition of DePINs

DePIN 的价值主张

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 的价值主张非常引人注目。它们消除了对昂贵的中央实体的需求，减少了管理费用，并降低了用户的价格。它们引入了可审计性和可验证性等功能，从而促进透明度和信任。

DePINs vs. Traditional Infrastructure Companies

DePIN 与传统基础设施公司

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 对传统基础设施公司构成重大威胁。他们以零资本支出进行全球运营的能力使他们在规模和成本效率方面具有明显的优势。 Teleport 是一种去中心化的乘车共享协议，与集中式协议相比，它将以更低的价格和更高的司机激励措施推出。

Token Holders as Stakeholders

代币持有者作为利益相关者

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，价值归于代币持有者而不是股东。这种根本性的转变培养了网络参与者的主人翁意识和忠诚度，他们对网络的发展和成功有着既得利益。

DePINs: A Force of Change

DePIN：变革的力​​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 有望彻底改变全球基础设施，以前所未有的规模释放其潜力。他们将为社区赋能、推动创新并创造更公平的价值分配。随着 DePIN 协议的成熟和规模化，它们将不可避免地在各自的领域占据主导地位，从而使传统公司难以跟上颠覆的步伐。

Conclusion

结论

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.

马克·安德森（Marc Andreessen）关于软件将吞噬世界的预言正在以他可能没有想到的方式实现。去中心化软件协议正在成为真正的颠覆者，而 DePIN 正在引领潮流。它们代表了基础设施的下一个前沿，重新定义了我们连接、存储数据和访问计算能力的方式。未来属于 DePIN，它们对世界的影响将是深远的、变革性的。