jakiro
Source: FutureMoney
Daylight is a decentralized protocol focusing on DePIN and energy contributions. As an old project of FMG in seed round investment, it has recently received a16z’s lead investment and attention. This article explains why we are optimistic about daylight.
1. Green energy consensus and huge potential market
Daylight is a decentralized protocol focusing on DePIN and energy contribution. Through Daylight, users can connect their energy equipment (rechargeable batteries, solar panels, water heaters, electric vehicles) and other areas around them to the Daylight APP and receive rewards.
Against the backdrop of increasing global attention to sustainable development, carbon neutrality and efficient energy utilization today, Daylight’s core narrative is deeply in line with these mainstream values.Daylight is more than just a technology project, its innovative attempts are redefining the relationship between human civilization and energy utilization.
Daylight is also a DePIN equipment market. It is currently in New York, New Jersey, Pinneyfasia and other regions, and will radiate to the entire United States in the future. Users can purchase solar panels, water heaters and other equipment through Daylight.Through the layout of distributed energy networks, Daylight is committed to integrating small-scale energy equipment for individuals and families into a huge network that can provide stable and efficient power without relying on traditional power grids.This vision not only follows the trend of the global green revolution, but also paves the way for the future industrial revolution.
Daylight has opened up a new market space in the DePIN field. Daylight not only provides an efficient and scalable distributed energy network, but also builds a complete ecosystem that inspires users to participate.With the addition of more regions and users, the potential of this market will show exponential growth, and the foreseeable market size in the future will be extremely considerable.
2. Solve the problems of energy supply and demand
Daylight successfully broke the bottleneck of traditional energy networks through blockchain technology and token incentive mechanism.On the one hand, it encourages users to access distributed power networks such as solar panels and water heaters, organically combines distributed energy equipment, and improves the stability and efficiency of the overall power supply.
On the other hand, Daylight has also created an open developer platform that allows third-party developers to create various innovative energy applications based on their protocols, such as virtual power plants, electrification upgrade solutions, energy trading platforms and demand forecasting tools.
This two-way supply and demand model enables Daylight to not only effectively cope with the complexity of the current energy network, but also provide a clear solution to future energy needs.
3. Combination of innovative business models and deep technical background
Daylight’s business model is based on three core components: the Daylight protocol, the Daylight market and the Daylight application.Through these components, Daylight provides users with a complete ecosystem, covering all aspects of the distributed energy network, from the procurement of hardware equipment to the management of energy data, and then to the market-oriented transaction of energy capacity.
This innovative business model not only improves the efficiency of energy utilization, but also provides users and developers with opportunities for multiple benefits.
At the same time, Daylight’s founding team has rich industry experience and professional background. The four founders, Jason Badeaux, Udit Patel, Dallas Griffin and Evan Caron, have accumulated deep experience in energy investment, market operations and finance, respectively, and have made Daylight’sThe success of the company provides strong technical and management support.
Daylight was established in 2022 and currently has less than 10 employees, with a total of 4 founding members:
Jason Badeaux: Co-funder & CEO, who has invested in the energy industry for many years, has previously worked in several venture capital institutions and worked as an investment banking analyst at Piper Sandler.
Udit Patel: Co-funder & CTO, who has experienced in the energy industry in the past and serves as Vice President of Marketing Operations at New York Based Energy Retailer, a renewable energy company.
Dallas Griffin: Co-founder, graduated from McCombs Business School in Texas, previously served as managing director of Piper Sandler.
Evan Caron: Co-founder, graduated from Binghamton University School of Management.
Summarize
We have made arrangements for Daylight in the early stages of 2022. Even if the market is turbulent, FMG has maintained its original intention and continued to explore and explore.The reasons why we choose the layout are:
The narrative is large enough that the energy market is a hard demand and sustainable market, and its potential market size is incalculable;
The logic of supply and demand is concise and clear, and the logic is complete;
The team is extremely professional, efficient and concise.
Investment analysis only represents FMG’s personal opinion and is not an investment advice.
