DePIN+AI is leading a new era of DePIN Bots

The market value of the DePIN sector has grown to 50 billion dollars, with a slight increase in financing scale in the first quarter compared to last year, but the number of projects has significantly decreased, indicating that DePIN is moving towards maturity.

Messari and FrodoBot Lab jointly explored the potential of DePIN+AI in building a paradigm revolution for robots in the AI era. The main viewpoint is that the development of embodied intelligent AI depends not only on algorithms but also involves hardware upgrades, data accumulation, financial support, and human participation. In the past, the development of the robotics industry was limited by high costs and dominated by large enterprises, hindering innovation speed. The construction of the DePIN robot network means that with the power of decentralized networks, robot data collection, computing resources, and capital investment can be coordinated on a global scale, accelerating AI training and hardware optimization, lowering the development threshold, and allowing more researchers, entrepreneurs, and individual users to participate.

DePIN+AI Empowers Decentralized Development of AI

DePIN provides AI with "facial features" and "limbs"

The DePIN network can become the "five senses" and "limbs" of AI. The "five senses" help AI perceive the real world comprehensively, and some developers are using ioID and W3bstream to connect real-world devices to the blockchain. The "limbs" assist AI in making precise judgments and taking action based on perception, realizing the "training" - "modeling" - "automation" system.

DePIN provides real and diverse data

DePIN devices can help AI interact with the real world, obtaining more realistic real-time data and training AI with true embodied intelligence. The data collected by DePIN+AI in the future may include:

1. Human-operated data: high quality, capable of capturing video streams and action labels.
2. Synthetic Data: Suitable for training Bots to navigate complex terrains.
3. Video Learning: Allow AI to learn by observing real-world videos.

DePIN Improves AI Capital Efficiency

DePIN technology can decentralize capital burdens, allowing small startup teams to develop Bots technology. Decentralized networks can operate in parallel at scale, collecting data and accelerating the data collection and evaluation process. DePIN also helps AI Bots land with higher efficiency and lower costs.

DePIN Empowers AI to Achieve Higher Business Efficiency

AI agents demonstrate a new profit model for decentralized Bots technology networks. In the future, AI agents can use tokens to pay for human assistance, rent additional assets, or bid for tasks, forming an economic cycle beneficial to AI development and DePIN participants.

DePIN Track Data and Observations

1. DePIN's overall share accounts for only 0.1% of the trillion-dollar AI market, with potential for 100-1000 times growth.

2. The amount of DePIN financing has increased, but the number of financings has decreased, indicating that mature projects are expanding their scale.

3. The Grayscale Q2 report focuses on RWA, DePIN, and IP tokenization, adding three new tokens.

4. The revenue rankings of the DePIN sector for the past 30 days show that projects like Helium and Geodnet have performed outstandingly.

5. Industry Trends: Projects like Roam, Phoenix, and IoTeX are continuing to develop, and Helium's Q4 data has shown significant growth.

6. Financing Information: GLIF has released governance tokens, and Domin Network has received strategic investments from multiple institutions.