Solana [SOL] 在主导 Memecoin 交易领域后将领导 DePIN（去中心化公共基础设施网络）领域

领先的去中心化计算机网络之一 Render [RNDR] 自去年 11 月从以太坊 [ETH] 迁移到 Solana [SOL] 以来，节点运营商数量显着增长了 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] 一直处于多个 Web3 叙述的最前沿。在主导 memecoin 交易领域后，SOL 现在将领导 DePIN（去中心化公共基础设施网络）领域。

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.

领先的去中心化计算机网络之一 Render [RNDR] 自去年 11 月从以太坊 [ETH] 迁移到 Solana 以来，节点运营商数量显着增长了 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).

根据加密分析提供商 Flipside 的一份报告，增长不仅限于 Render，在 2024 年上半年 (H1) 的 Solana DePIN 领域也很明显。

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、可扩展性和低成本是 Render 决定加入网络的主要原因。 DePIN 的新进入者，例如 io.net，在选择 Solana 时也提到了同样的因素。

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

为了加强 Solana 的能力，io.net 首席战略 Garrison Yang 告诉 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.”

“凭借零售流动性、速度、可扩展性、成本和关注度方面的优势，Solana 已成为许多 web3 项目的自然选择，包括 DePIN 类别。”

Solana DePIN sector state in H1 2024

2024 年上半年 Solana DePIN 行业状态

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

Flipside 报告指出，Solana 内的四个主要 DePIN 子类别已经成熟——计算、连接、数据/传感器和存储网络。

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

Render 引领去中心化计算领域，在 2024 年 1 月达到 1920 个节点运营商的历史新高，Solana 迁移后增加了 66%。

Source: Flipside

来源：另一面

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

节点运营商奖励在 1 月份也大幅上升，2024 年上半年平均增幅为 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 通过其点对点计算能力 (GPU) 市场提供了 AWS 或 Google Cloud 的 Web 3 替代方案。根据该报告，渲染转向人工智能/机器学习，如果叙述延伸，可能会成为该领域的异常值。

“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.

报告补充道：“随着全球 GPU 需求持续超过供应，去中心化计算解决方案的投资和采用可能会超过其他 DePIN 领域。”

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

该报告强调 io.net 和 Nosana 是计算领域值得跟踪的最新项目。

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 下一个最热门的 DePIN 类别是连接性，领先的项目是 Helium Network，该项目的用户数量激增。 Wife Dabba 和 Pollen Mobile 是此类别的新项目。

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.

分散式传感器和数据存储领域分别排名第三和第四。这些类别主要分别由 Hivemapper（Google 街景竞争对手）和 Shdwdrive 主导。

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

Solana DePIN 生态系统总共拥有超过 25 个项目，其中以三个知名项目为首：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.

根据 Coingecko 的报告，在性能方面，DePIN 的叙述排在 DeFi 之后的前五名，第一季度的占比为 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.

表现最好的是模因币领域，索拉纳在该领域占据主导地位。 DePIN 的故事将如何在第二季度末发挥作用还有待观察。