新闻详情

Variant合伙人:区分DePIN和DeREN

明明 2023-07-21 10

去中心化基础设施网络正在迅猛发展,这些加密网络利用代币激励产生流动性以支持物理基础设施的运营。

这些网络的价值是显而易见的:它们为消耗性资源提供了更好的解决方案,从计算到能源再到数据。反过来,这些资源被各公司直接消耗,或者说是被他们自己的产品和服务所消耗。例如,像Hivemapper这样的去中心化网络直接向Uber这样的交通运输公司出售数据,而Uber又利用这些图像数据来改进自己的产品。同样地,Livepeer允许直播应用进入其视频转码服务市场(但也被Bonfire等公司整合),让创作者可以轻松启动自己的直播业务。

Variant合伙人:区分DePIN和DeREN

为了更好地评估这些网络的潜力,我们需要一种更好的方法来进行网络分类。目前比较流行的一个赛道名称就是DePIN(2022年Messari一个研报起名的术语),但我建议更加细化来看,将去中心化基础设施网络分为两类:

去中心化物理基础设施网络(DePIN):是具有不可替代的消耗性资源的加密网络,利用激励机制来部署位置相关硬件设备。

去中心化资源网络(DeREN):是利用激励机制建设市场并增加现有或闲置可替代的消耗性资源供应的加密网络,这些资源依赖位置无关硬件。

DePIN与DeREN在三个核心方面有所不同:

资源可替代性

硬件位置部署

资源创建

1、资源可替代性

上述区别中最有意义的要属消耗性资源的可替代性。

在资源网络中,消耗性资源是可替代的,因为网络的硬件资产通常是可置换的。例如,像Akash或Render这样的网络提供的计算资源是高度可替代的——一个GPU的处理能力与具有相同规格和容量的任何其他GPU都是一样的。除了像高频交易这样高度专业化的活动外,用户通常并不关心他们的硬件所在的地理位置,只要与中心化架构相比,网络延迟在可接受的范围内就可以了。

相反,DdPIN利用的是不可替代或半可替代资源。在这种情况下,消耗性资产不容易置换,并且硬件通常是某个特定网络所独有的。例如,Hivemapper的行车记录仪会映射特定位置,并及时生成该位置的独特数据。此外,像Spexigon这样的图像网络不能将其航空图像数据提供给Hivemapper网络;每个网络的资产就是图像映射数据,是各网络所独有的。

当然,也有处于中间地带的资产。例如,能源是半可替代性的,因为能源可以用于各种目的,但其效用会受传输距离的限制。

2、硬件位置和资源创建

硬件位置与资源创建密切相关;特定应用、位置相关硬件的部署通常与专有资源的建设同时进行。

在这一点上,DePIN在建立市场的供应端和需求端方面面临着更多挑战。供应端需要位置相关硬件设置,而产生需求则依赖于供应端要有足够的规模,使网络对消费者具有价值。

资源网络更容易引导供应,闲置供应可以来自任何地方,通常不需要创建新的硬件或基础设施。但拥有可替代资产的资源网络也面临着更大的竞争,因为从一个资源网络切换到另一个资源网络的成本变得更低了。

3、为DePIN和DeREN建造护城河

基于加密技术的资源网络仍要与AWS和谷歌等web2对手竞争。虽然DePIN和DeREN可以利用代币来补贴初始资源成本,但最成功的网络不会仅进行价格战,而是会以独特的方式释放新的需求或扩大市场。

例如,Arweave并没有在文件存储定价方面进行竞争。它通过永久存储提供了新的功能和便利,并最终在存储NFT元数据方面获得了关注度。在DePIN类别中,像DIMO这样的移动网络聚合了之前孤立的数据,为新一波应用程序提供动力,无论这些应用程序来自电池智能和能源管理领域,还是汽车业。

另一个成功的策略是垂直整合,并通过构建利用基础设施或资源网络的初始产品来产生需求。Render将其GPU渲染能力与其Octane软件相结合,后者驱动底层计算资源网络的使用。



免责声明:所提供的信息不是交易建议,www.hao76.com对根据本页提供的信息进行的任何投资不承担任何责任。本文内容仅供参考,风险自担!



  • 币种
  • 全球指数(¥)
  • 24H涨幅12
  • BTC
    BTC
    702732.093114
    $96276.540000
    -1.08%
  • ETH
    ETH
    24498.261294
    $3356.340000
    -1.22%
  • USDT
    USDT
    7.291456
    $0.998953
    -0.03%
  • USDC
    USDC
    7.307129
    $1.001100
    -0.01%
  • BNB
    BNB
    4951.198503
    $678.330000
    +1.45%
  • BUSD
    BUSD
    7.301290
    $1.000300
    +0.02%
  • XRP
    XRP
    16.190134
    $2.218100
    -2.66%
  • ADA
    ADA
    6.574299
    $0.900700
    -1.92%
  • SOL
    SOL
    1346.683950
    $184.500000
    -1.64%
  • DOGE
    DOGE
    2.313377
    $0.316940
    -2.12%
  • DOT
    DOT
    51.444057
    $7.048000
    -1.20%
  • DAI
    DAI
    0.000000
    $0.000000
    -0.01%
  • TRX
    TRX
    1.832074
    $0.251000
    +0.86%
  • SHIB
    SHIB
    0.000160
    $0.000022
    -1.19%
  • AVAX
    AVAX
    270.942592
    $37.120000
    -3.15%
  • WBTC
    WBTC
    700765.277628
    $96007.080000
    -1.08%
  • LEO
    LEO
    68.904304
    $9.440110
    +1.20%
  • MATIC
    MATIC
    2.769279
    $0.379400
    -1.22%
  • UNI
    UNI
    101.493986
    $13.905000
    -1.94%
  • FTT
    FTT
    23.508941
    $3.220800
    +6.65%
  • LTC
    LTC
    753.924039
    $103.290000
    -0.61%
  • CRO
    CRO
    1.134570
    $0.155440
    -3.26%
  • LINK
    LINK
    169.047156
    $23.160000
    +2.38%
  • XLM
    XLM
    2.633515
    $0.360800
    -2.05%
  • NEAR
    NEAR
    37.670655
    $5.161000
    +0.48%
  • ATOM
    ATOM
    48.042676
    $6.582000
    -1.59%
  • XMR
    XMR
    866.403170
    $118.700000
    +0.97%
  • ALGO
    ALGO
    2.666361
    $0.365300
    +2.17%
  • ETC
    ETC
    194.229051
    $26.610000
    +0.06%
  • BCH
    BCH
    3256.128510
    $446.100000
    -2.98%
  • VET
    VET
    0.342547
    $0.046930
    -0.23%
  • FLOW
    FLOW
    5.408633
    $0.741000
    +0.04%
  • ICP
    ICP
    74.531110
    $10.211000
    -0.41%
  • MANA
    MANA
    3.523276
    $0.482700
    -0.32%
  • SAND
    SAND
    4.181654
    $0.572900
    -0.57%
  • APE
    APE
    8.532648
    $1.169000
    -1.09%
  • XTZ
    XTZ
    9.729700
    $1.333000
    +2.64%
  • HBAR
    HBAR
    2.023529
    $0.277230
    +4.29%
  • FIL
    FIL
    36.386014
    $4.985000
    -0.93%
  • AXS
    AXS
    45.144934
    $6.185000
    -0.32%
  • THETA
    THETA
    16.539761
    $2.266000
    +2.79%
  • EGLD
    EGLD
    251.964932
    $34.520000
    -0.20%
  • TUSD
    TUSD
    7.310779
    $1.001600
    -0.02%
  • HNT
    HNT
    34.086797
    $4.670000
    -0.85%
  • BSV
    BSV
    396.919616
    $54.379254
    +0.39%
  • EOS
    EOS
    5.871396
    $0.804400
    -0.38%
  • AAVE
    AAVE
    2483.445784
    $340.240000
    +9.62%
  • MKR
    MKR
    11503.381600
    $1576.000000
    -3.30%
  • USDP
    USDP
    7.308589
    $1.001300
    +0.03%
  • QNT
    QNT
    794.142080
    $108.800000
    -0.48%
  • KCS
    KCS
    81.309040
    $11.139598
    -1.38%
  • ZEC
    ZEC
    448.164740
    $61.400000
    +9.06%
  • BTT
    BTT
    0.000000
    $0.000000
    -1.23%
  • MIOTA
    MIOTA
    2.193155
    $0.300469
    +1.17%
  • XEC
    XEC
    0.000267
    $0.000037
    +2.49%
  • OKB
    OKB
    334.374505
    $45.810375
    +0.96%
  • USDN
    USDN
    0.222780
    $0.030522
    +12.57%
  • RUNE
    RUNE
    37.028334
    $5.073000
    -0.44%
  • USDD
    USDD
    7.271779
    $0.996257
    -0.10%
  • HT
    HT
    7.447052
    $1.020270
    -4.28%
  • KLAY
    KLAY
    0.916037
    $0.125500
    -1.54%
  • FTM
    FTM
    7.218080
    $0.988900
    -2.21%
  • GRT
    GRT
    1.539380
    $0.210900
    -0.82%
  • NEO
    NEO
    104.450121
    $14.310000
    -0.26%
  • BAT
    BAT
    1.648137
    $0.225800
    +3.24%
  • CHZ
    CHZ
    0.632832
    $0.086700
    +0.33%
  • GMT
    GMT
    0.986838
    $0.135200
    -2.29%
  • WAVES
    WAVES
    7.853832
    $1.076000
    +10.19%
  • PAXG
    PAXG
    19167.436600
    $2626.000000
    +0.02%
  • CRV
    CRV
    6.445105
    $0.883000
    +9.48%
  • LRC
    LRC
    1.464929
    $0.200700
    -0.37%
  • STX
    STX
    11.985122
    $1.642000
    -3.36%
  • ZIL
    ZIL
    0.156858
    $0.021490
    +0.05%
  • DASH
    DASH
    269.555763
    $36.930000
    +1.30%
  • ENJ
    ENJ
    1.655436
    $0.226800
    +0.51%
  • USTC
    USTC
    0.136931
    $0.018760
    -0.08%
  • CAKE
    CAKE
    17.685719
    $2.423000
    +0.56%
  • KSM
    KSM
    226.564064
    $31.040000
    -2.32%
  • CELO
    CELO
    4.850982
    $0.664600
    -0.77%
  • FEI
    FEI
    7.161357
    $0.981129
    +1.71%
  • KAVA
    KAVA
    3.210144
    $0.439800
    +1.08%
  • MINA
    MINA
    4.462670
    $0.611400
    -0.81%
  • CVX
    CVX
    31.408027
    $4.303000
    +8.74%
  • AMP
    AMP
    0.058006
    $0.007947
    -0.08%
  • AR
    AR
    118.902339
    $16.290000
    -2.92%
  • 1INCH
    1INCH
    2.840810
    $0.389200
    -0.37%
  • GALA
    GALA
    0.260651
    $0.035710
    -2.21%
  • XEM
    XEM
    0.116494
    $0.015960
    +6.28%
  • HOT
    HOT
    0.017861
    $0.002447
    +0.51%
  • NEXO
    NEXO
    9.802691
    $1.343000
    -1.18%
  • COMP
    COMP
    592.394956
    $81.160000
    -0.57%
  • XDC
    XDC
    0.579668
    $0.079416
    +4.68%
  • DCR
    DCR
    121.530015
    $16.650000
    -0.25%
  • QTUM
    QTUM
    23.101652
    $3.165000
    +1.25%
  • GNO
    GNO
    1918.203480
    $262.800000
    -2.33%
  • GT
    GT
    96.831902
    $13.266280
    +0.36%
  • KDA
    KDA
    7.186694
    $0.984600
    -2.61%
  • XYM
    XYM
    0.136543
    $0.018707
    -2.22%
  • BTG
    BTG
    128.829115
    $17.650000
    +1.35%
  • SNX
    SNX
    14.744182
    $2.020000
    -0.87%
  • OMG
    OMG
    2.795555
    $0.383000
    -2.82%
  • LSK
    LSK
    6.912248
    $0.947000
    +2.28%
  • REP
    REP
    34.524743
    $4.730000
    +1.60%
  • ZRX
    ZRX
    3.396271
    $0.465300
    +0.02%
  • ICX
    ICX
    1.289751
    $0.176700
    +3.89%
  • DGB
    DGB
    0.089633
    $0.012280
    +3.38%
  • BTS
    BTS
    0.039415
    $0.005400
    -6.22%
  • STEEM
    STEEM
    1.967837
    $0.269600
    +21.06%
  • KMD
    KMD
    2.318194
    $0.317600
    +4.45%
  • BTM
    BTM
    0.030279
    $0.004148
    -2.30%
  • SC
    SC
    0.041758
    $0.005721
    +3.36%
  • XVG
    XVG
    0.092662
    $0.012695
    +6.44%
  • SNT
    SNT
    0.320212
    $0.043870
    -0.07%
  • PPT
    PPT
    0.677138
    $0.092770
    +9.00%
  • GNT
    GNT
    2.628847
    $0.360160
    +0.85%
  • ARDR
    ARDR
    0.672393
    $0.092120
    -1.90%
  • ARK
    ARK
    3.885311
    $0.532300
    +2.43%
  • MAID
    MAID
    2.936597
    $0.402323
    -0.72%
  • FCT
    FCT
    5.051551
    $0.692079
    +0.00%
  • QASH
    QASH
    0.128316
    $0.017580
    -1.33%
  • HSR
    HSR
    0.172600
    $0.023647
    -3.62%
  • ELF
    ELF
    3.553202
    $0.486800
    +3.74%
  • WTC
    WTC
    0.075181
    $0.010300
    -2.62%
  • PIVX
    PIVX
    2.322574
    $0.318200
    -1.04%
  • XZC
    XZC
    0.000000
    $0.000000
    +2.33%
  • NAS
    NAS
    0.018829
    $0.002580
    -0.58%
  • AION
    AION
    0.068831
    $0.009430
    -4.38%
  • POWR
    POWR
    1.891927
    $0.259200
    +7.22%
  • BNT
    BNT
    5.024700
    $0.688400
    -0.35%
  • DGD
    DGD
    0.000000
    $0.000000
    +0.00%
  • RDD
    RDD
    0.001165
    $0.000160
    +196.89%
  • SYS
    SYS
    0.808740
    $0.110800
    +0.54%
  • ENG
    ENG
    0.000000
    $0.000000
    +0.00%
  • SAN
    SAN
    0.910426
    $0.124731
    +0.00%
  • TFUEL
    TFUEL
    0.496266
    $0.067990
    +3.85%
  • PAY
    PAY
    0.061956
    $0.008488
    +13.11%
  • NXT
    NXT
    0.007217
    $0.000989
    +6.59%
  • GBYTE
    GBYTE
    48.142075
    $6.595618
    +1.32%
  • GAS
    GAS
    34.181685
    $4.683000
    +2.25%
  • CVC
    CVC
    1.237927
    $0.169600
    -7.01%
  • NXS
    NXS
    0.444726
    $0.060929
    -0.04%
  • FUN
    FUN
    0.038218
    $0.005236
    +1.47%
  • CND
    CND
    0.003217
    $0.000441
    -1.67%
  • NEBL
    NEBL
    2.591181
    $0.355000
    +14.25%
  • RDN
    RDN
    0.030008
    $0.004111
    -2.03%
  • QSP
    QSP
    0.045146
    $0.006185
    +19.19%
  • EMC
    EMC
    0.404495
    $0.055417
    -3.13%
  • SALT
    SALT
    0.036809
    $0.005043
    -16.99%
  • POE
    POE
    0.000000
    $0.000000
    +0.00%
  • VEE
    VEE
    0.078884
    $0.010807
    +0.49%
  • XDN
    XDN
    0.000197
    $0.000027
    +1.39%
  • SUB
    SUB
    0.003430
    $0.000470
    -0.21%
  • GAME
    GAME
    0.040900
    $0.005603
    -5.93%
  • WAX
    WAX
    0.310204
    $0.042499
    +2.56%
  • LUNA
    LUNA
    3.032776
    $0.415500
    -0.96%
  • OP
    OP
    13.204072
    $1.809000
    -0.48%
  • INJ
    INJ
    154.375965
    $21.150000
    +0.13%
  • LDO
    LDO
    12.700434
    $1.740000
    -0.85%
  • MNT
    MNT
    8.732722
    $1.196411
    +1.21%
  • RNDR
    RNDR
    51.312673
    $7.030000
    -2.00%
  • TIA
    TIA
    36.780165
    $5.039000
    -2.71%
  • ARB
    ARB
    5.615928
    $0.769400
    -0.22%
  • SEI
    SEI
    3.128394
    $0.428600
    -1.85%
  • BEAM
    BEAM
    0.475901
    $0.065200
    -1.67%
  • FLR
    FLR
    0.191595
    $0.026249
    -3.30%
  • STRK
    STRK
    3.451014
    $0.472800
    -3.62%
  • ORDI
    ORDI
    194.666997
    $26.670000
    -2.56%
  • AKT
    AKT
    22.428874
    $3.072827
    -2.94%
  • PYTH
    PYTH
    2.694828
    $0.369200
    -1.31%
  • BLUR
    BLUR
    1.899956
    $0.260300
    +0.00%
  • 1000SATS
    1000SATS
    0.001287
    $0.000176
    +4.17%
  • DYDX
    DYDX
    10.592454
    $1.451200
    -1.95%
  • CFX
    CFX
    1.145229
    $0.156900
    -1.87%
  • WOO
    WOO
    1.537190
    $0.210600
    +0.48%
  • DYM
    DYM
    10.583695
    $1.450000
    -1.69%
  • ASTR
    ASTR
    0.451084
    $0.061800
    +0.58%
  • RON
    RON
    13.913179
    $1.906150
    +1.01%
  • FET
    FET
    9.445035
    $1.294000
    -0.65%
  • AGIX
    AGIX
    4.482377
    $0.614100
    -1.25%
  • OSMO
    OSMO
    3.225472
    $0.441900
    -1.42%
  • BONK
    BONK
    0.000230
    $0.000032
    -2.98%
  • ROSE
    ROSE
    0.604657
    $0.082840
    +0.31%
  • AXL
    AXL
    5.558265
    $0.761500
    -0.47%
  • AVAV
    AVAV
    0.000000
    $0.000000
    +0.00%
  • ALT
    ALT
    0.852973
    $0.116860
    -1.79%
  • PIXEL
    PIXEL
    1.182454
    $0.162000
    -0.38%
  • JUP
    JUP
    6.062632
    $0.830600
    +2.50%
  • JTO
    JTO
    21.875403
    $2.997000
    -3.50%
  • MANTA
    MANTA
    6.372114
    $0.873000
    -0.75%
  • XAI
    XAI
    1.703610
    $0.233400
    -1.59%
  • PORTAL
    PORTAL
    2.247393
    $0.307900
    -1.76%
  • WLD
    WLD
    16.123712
    $2.209000
    -3.87%
  • ARKM
    ARKM
    10.788070
    $1.478000
    -0.59%
  • PENDLE
    PENDLE
    37.218111
    $5.099000
    -0.85%
  • LOKA
    LOKA
    1.559818
    $0.213700
    -0.54%
  • SUI
    SUI
    31.647438
    $4.335800
    -3.61%
  • MAV
    MAV
    1.445952
    $0.198100
    +0.17%
  • APT
    APT
    67.662657
    $9.270000
    -3.00%
  • RDNT
    RDNT
    0.428457
    $0.058700
    +1.56%
  • HFT
    HFT
    1.491936
    $0.204400
    -0.55%
  • GAL
    GAL
    18.554312
    $2.542000
    -3.10%
  • ANC
    ANC
    0.229995
    $0.031510
    +0.65%
  • HIGH
    HIGH
    10.868360
    $1.489000
    +0.56%
  • MC
    MC
    3.548093
    $0.486100
    -2.87%
  • PEPE
    PEPE
    0.000132
    $0.000018
    -1.00%
  • BICO
    BICO
    2.080973
    $0.285100
    -0.38%
  • BB
    BB
    2.743732
    $0.375900
    +1.29%
  • TRB
    TRB
    446.850902
    $61.220000
    -0.12%
  • AEVO
    AEVO
    2.646654
    $0.362600
    -1.26%
  • PONKE
    PONKE
    2.452502
    $0.336001
    -8.53%
  • TON
    TON
    39.889582
    $5.465000
    -0.18%
  • IOTA
    IOTA
    2.214547
    $0.303400
    +0.00%

Copyright © 2024 Hao76.com All Rights Reserved

玺果公司  版权所有