jakiro
Author: jdi venntures
In the past 2023, the Crypto market has gone through the most harsh moment, ushered in a new round of bull market, and the concept of detonating this round of bull market is inscriptions and DEPIN (decentralized physical infrastructure network).If the inscription represents the demand of the Crypto market for fair launch, Depin represents the embrace of Web3 in the infrastructure field.
DEPIN is leading a revolution. It is not only a revolution that integrates blockchain and the Internet of Things at the technical level, but also a revolution that inspires the construction of infrastructure at the commercial level.This revolution is completely changing physical infrastructure.
From network builders to service providers, to final consumers, the paradigm of Depin is to motivate individuals and small enterprises to deploy and operate infrastructure networks, so that digital -centric infrastructure is more efficient and democratic to lay out global layouts worldwideTurn and cost -effective.
From telecommunications to data warehouses and data sensors, to the layout of AI computing power and model, DEPIN has infinite potential for technology acceleration.
According to the industry’s leading agency MESSARI’s research report “The Depin Sector Map” analysis, the market size of the DEPIN will be US $ 3.5 trillion by 2028.In terms of time, there is not much time left for the DEPIN track at this time, but as far as the market size is concerned, the Depin track is obviously in a very early stage.
This article mainly sorted out the development context of DePin in 2023, introduced JDI Ventures to participate in DEPIN, analyzes the main application of DEPIN, and looks forward to the development trend of DEPIN in 2024.
Restart 2023 Depin’s development context
For many practitioners, DEPIN is a new concept that suddenly emerges. The reason why it has received attention is only because the market of the Depin concept tokens has performed amazingly in the recent period, but in fact, the Depin concept has experienced quite long.Time to prepare.
The concept of DEPIN (Decentralized Physical Infrastruction Networks, DEPIN, decentralized physical infrastructure network) concept was officially proposed by MESSARI’s research report “The DEPIN Sector Map” in early 2023. Defin is defined as “the use of the Crypto Economic Agreement Department Department Department”Physical infrastructure and hardware network” is simply to promote participants to build physical infrastructure networks based on blockchain -based token incentives.
And MESSARI gives quite optimistic market estimates -it is expected to reach a size of 3.5 trillion US dollars in 2028, and the concept of DEPIN has received great attention from the market.
But this time it is only the starting point of DEPIN. Previously, there were already proven by physical workload (PopW), token incentives, and tokens incentives. Equal conceptIt was proposed that it was finally adopted by the community voting initiated by Messari.
Aside from the evolution of title, the project “using the encrypted economic agreement to deploy the physical infrastructure and hardware network of real worlds” has actually existed for a long time.
For example, the decentralized network Helium was established in 2013, and the decentralized storage StorJ was established in 2014. It was a team that was spontaneously explored how to use decentralized ways to build a physical infrastructure network from a team such as communication and storage.EssenceLater, the Internet, AI, energy, data collection and other fields gradually joined in. Although there were thousands of differences in the segments, the core logic was consistent, so the DEPIN track of today’s prosperity was finally formed.
After the Depin concept was proposed in January 2023, the popularity continued in less than a month. After all, the market was still in the bear, but some investment institutions and entrepreneurs still started to lay out, and these extremely early actions were in the early stage.It is difficult to be captured by the market.
In April 2023, the Hong Kong Web3 Carnival, DEPIN became a hot spot in the industry again. To a large extent, the Hong Kong SAR government has the highest acceptance of DEPIN and RWA in the Web3 field, and DEPIN is more suitable for early landing.As a result, some investment institutions, entrepreneurs, and even related government departments have continued. Similarly, these extremely early actions are difficult to be captured by the market.
Until August 2023, the DEPIN concept tokens represented by Helium Mobile, Honey, etc. have skyrocketed, becoming the most popular track outside the inscription, and this round of heat is actually pushed by multiple factors.
The most visible market that the market can see is that the entire encrypted market is turned from bear to cow, but why is there only DEPIN and inscriptions, so we have to investigate the special reasons behind it.
As mentioned just now, the DEPIN track has always had investment institutions and entrepreneurs in the layout, but the market environment in early 2023 is not suitable, and the new paradigm about DEPIN is still being explored. Therefore, it rarely launch new DEPINproject.By the end of 2023, whether it was the market environment or the exploration accumulation of entrepreneurs, many projects gradually landed from the initial concept, so they started to launch the market one after another.Innovative and weak markets quickly occupied important positions.
JDI Ventures’s layout in 2023
JDI Ventures is an investment institution focused on the web3 technology facilities. It is a strategic layout and continuous exploration of the project party, developers and communities around hardware service providers, DEPIN.
Since its establishment in 2019, JDI Group has not only participated in the DEPIN industry by investment, but also the earliest and largest direct hardware directly participants in the DEPIN field -established their own hardware platform to integrate DEPIN and distributed artificial intelligence (Decentralized AI) fieldThe leading projects, such as development and promoting the hardware layout of Helium and Dimo Network, especially solve their problems in the supply chain and community services in Asia.
In the past four years, JDI Group successfully captured the opportunities of the DEPIN industry, accumulated a wealth of DEPIN construction experience in continuous investment, exploration and promotion, and accelerated the use of Web3 applications in the real world.Industry leaders have contributed their own strength to the growth of the DEPIN industry with irreplaceable influence.
In the past year, JDI Ventures, as a investment institution under JDI Group, has not only plays, PowerPod (electric vehicle charging solution), Metablox (global WIFI network with Web3), and Helium Mobile (based on blockchain -based mobile network services), and Helium Mobile.Dimo Network and HiveMapper (car network) have invested in projects. They also actively explore the possibility of DEPIN projects in infrastructure such as Africa and other developed areas, which fundamentally changed the local communication environment.
In 2024, the DEPIN project of JDI Ventures’ layout will successively show the extensive application and potential of Depin technology.The following is only the relevant information of some cases of the JDI Ventures layout.
1. Helium Mobile
JDI Ventures, as early supporters and participants of Helium, has now actively participated in the Helium Mobile project.There are currently more than 10,000 subscribers in Helium Mobile.It shows the rapid adoption of its services and market penetration.
MOBILE tokens have increased by more than 1,000% under the growth of 5G and Wi-Fi networks in the past few months. With the start of the country’s services, it is expected that the network will show explosive growth.
At the beginning of 2024, the amount of data on the Helium Mobile’s subscribers on the Helium network had exceeded their usage on T-Mobile.It shows that users are more inclined to use Helium services rather than traditional mobile operators.This shows that Helium Mobile, as an emerging DEPIN service, is successfully attracting and retaining users, and has begun to compete with traditional large operators in data traffic.
2. Dimo Network
In December 2023, Dimo Network ushered in the first anniversary of the main network operation.With the support of Hashdog, the hardware manufacturer of the JDI Ventures layout, DIMO has made significant improvements in the field of vehicle data connection and analysis.
Dimo was recognized in CB Insight “top -level connection vehicle data platform company” and was specially introduced in Cryptolola’s top DEPIN project display.
Real -time vehicle valuation: There are more than 32,000 cars connected to DIMO, worth more than $ 300 million, and the real -time valuation tool helps drivers maximize the value of the vehicle.
The number of Macarons devices: By the end of 2023, more than 1,000 Macarons devices have been connected to DIMO. It is expected that a new year will see greater growth.
Dimo’s analysis team solves the challenge of accurately measure the fuel level in the fuel tank of the vehicle.
Dimo provides a monthly report that simplifies the process of buying and selling used cars, providing actual price valuation to help users grasp the used car market.
3.powerPod
JDI Ventures’s investment in PowerPod is a long -term layout of emerging energy technology and green traffic solutions in the field of DEPIN.
As a startup focusing on electric vehicle charging solutions, PowerPod has huge growth potential in building a distributed shared charging network.
PowerPod’s vision and JDI Ventures coincide with the global movement of environmentally friendly transportation and energy solutions. JDI Ventures invested in PowerPod not only showed JDI’s commitment to clean energy and sustainable development, but also meant that the innovative energy network modelExploration.
4. Metablox
Metablox can use households to easily roam between access points at any place around the world, and at the same time provide token rewards to individuals participating in its network.
At present, Metablox has deployed 12,714 nodes in 96 countries and has 11,317 active users. It ranks second on DEPINSCAN, laying a solid foundation for the future growth of DEPIN.
The success of Metablox is not only the result of technological innovation, but also the embodiment of cooperation and transparency in the field of DEPIN.JDI Ventures not only supports the technological development of Metablox, but also helps Metablox’s marketing and brand building in the field of DEPIN.
5.Geodnet
Geodnet’s sales of the Global Satellite Navigation System (GNSS) industry and its users through their correction services and related services are its main source of income.According to market reports, enhanced services are a large category of about $ 20 billion.
Geodnet has a certain technical advantage in the field of high -precision applications. At present, more than 3,300 users have been deployed, and it is planned to expand its network to more than 50,000 sites by 2024. The goal has become one of the world’s largest networks.2023 is the first year when Geodnet obtains the chain income, destroying 4,040,000 GEOD tokens (accounting for 0.4%of the maximum supply).
JDI Ventures not only participated in Geodnet’s financing, but also deeply participated in Geodnet’s hardware sales business.
6.phoneix
The decentralized artificial intelligence infrastructure provided by Phoenix Global includes the AI computing layer and the enterprise -level Layer 1 blockchain.In addition, Phoenix also offers code -free AI deployment and multi -party computing, so that the value of analysis, calculation and sharing will not endanger data privacy.
JDI Ventures to join Phoenix as a strategic investor and hardware partner will help the rapid development of the Skynet AI node network, especially through the upcoming PhoenixNode and additional computing infrastructure hardware.
By layout of PHOENIX, JDI Ventures further deepened its influence and participation on the AI track.
7.Wicrypt
Wicrypt was the first blockchain -based decentralized wireless infrastructure project in Africa. It has successfully received funding from Microsoft and Google.At present, more than 1,100 hotspots have been deployed in more than 30 countries, allowing individuals and enterprises to share their online connections, and at the same time obtain token awards based on statistical data.
JDI Ventures not only supports Wicrypt in funding, but also has achieved cooperation with it in terms of hardware. The global development and popularization of joint DEPIN fields to promote the reduction of global digital gaps.
8.Meson Network
MESON Network is a decentralized CDN. It uses the web3 incentive system to collect a large amount of public data. In the future, it will become the basis for distributed storage, computing and emerging Web3 DAPP ecosystem data transmission.
To put it simply, a distributed IP and bandwidth resource network is created by aggregating idle IP and bandwidth resources from individuals, and distributed to users with specific needs according to specific rules.
At present, Meson Network has a cumulative bandwidth of more than 10Tbps worldwide and has more than 20,000 mining nodes. It has demonstrated the potential of blockchain technology to innovate the traditional producer-consumers related to incentive network models.
summary
The above 8 DEPIN projects involve different segments, and the layout of JDI Ventures is far more than that. The exploration and layout of green energy direction are also underway.In the future, JDI Ventures’ actions in the DEPIN field will be disclosed.
Summarize
As the above -mentioned combing and review of the DEPIN track in 2023, and the introduction of JDI Ventures in the layout of JDI Ventures in 2023, DEPIN is not the MEME that is achieved overnight, but has gone through a long way to brew the narrative.Essence
The imagination of DEPIN narrative is that it is the largest number of conventions of the web3 world and the real world -it is the web3 to enter the real world, and it is also the entrance to the web3 world.
Because of the industry attributes of the infrastructure, the DEPIN track is very different from the tracks that are directly facing encrypted users such as GAMEFI and DEFI in information transmission -most of the information is passed between related institutions, project parties, and mining communities in the industry.Therefore, the sudden outbreak of the DEPIN track is completely unexpected in the encryption market, which is reasonable.
So at the beginning of 2024, what are the trends that are worthy of attention and outlook for the DEPIN track?
The information and logic mentioned above have explained why the DEPIN track broke out at the end of 2023. The new signal worthy of attention is whether it is an overseas family office or the mainland entrepreneur owner, which is very interested in the DEPIN track.
First of all, although they saw the general trend of Web3, the other key factor is that they can easily understand the business and business model of the DEPIN track (compared to DEFI, Gamefi, and even Meme).Their funds have begun to pour into the DEPIN track through various channels such as personal angel investment, investment institutions, and purchasing hardware equipment, which is a trend that lasted at least half a year.
JDI Ventures, as the world’s largest DEPIN track promoter and leader in the last round of the bull market, continues to focus on the DEPIN track in 2023. With the outbreak of the Depin track in 2024, JDI Ventures is willing to be willing toContributing to your rich experience in DEPIN construction, helping the DEPIN project in the aspects of capital, hardware, supply chain, and community services to the trillion market.
