基于近期的体验，简单聊聊DePIN和io net

MarsBitPublished on 2024-04-28Last updated on 2024-06-11

Abstract

DePIN和io net是最近热门的项目，通过共享闲置的硬件/算力/技能来获得收益。io net是分布式GPU算力云，可为AI大模型提供算力。接入门槛低，只需一台本地电脑即可，推荐观看视频教程和解决文档。IO的TGE延迟，5月将有新一轮活动，有闲置显卡或M1/M2/M3芯片的MacBook用户可参与。降低门槛的方法包括设计易于接入的硬件。

基于近期的体验，简单聊聊DePIN和io net
先是一个更新，在 @ionet 遭遇安全事件后，创始人Shadid宣布已经恢复所有设备数据，并增加了Okta Auth0授权，使得数据更加安全

简单说就是在运行自己的设备之前，增加了一道安全身份验证，使得黑客无法轻易攻击

我的MacBook已经成功连接

步骤如下：
在终端重新运行命令，这次会得到一个安全代码和验证网页

打开验证网页，输入安全代码，用户身份和网络环境都没有问题后，就会验证成功

Worker 开始下载和运行，成功后终端会显示相应信息

不得不说，「安全」必须是所有项目的第一优先级
————————————————————————

然后简单聊聊 DePIN 和 io net

DePIN

DePIN = Decentralized Physical Infrastructure Network, 去中心化物理基础设施网络，简单理解其实就是「共享经济」（Uber / Airbnb），出售自己闲置的硬件/算力/技能…来换顿饭钱
最火热的时候，出现了一堆 Uber for X 项目

但 Web2「共享经济」最大的问题有 2 个：
- 平台需要花费大量成本来构建「信任」
- 平台的抽成率太高，对真正参与的个体不公平

而 DePIN or Web3「共享经济」，在这 2 方面有更优的解
- 基于区块链降低信任成本
- 基于可组合性、数据 ownership、Tokenomics等特性，一方面协议层的成本会更低，另一方面个体/社区的话语权更大，可以取得更公平的收益

DePIN 在本轮有 3 个机会点
1. 非常刚性的需求：AI 算力 / ZK 算力
2. 用户：比上一轮更多的链上用户可以作为存量启动，同时硬件设备非常适合去做新用户 onboarding
3. 大量的深圳制造，可以支撑各类智能硬件

有需求，有用户，有供应链，具体就看哪个项目方可以跑出来了

————————————————————————

io net

io net 绝对是目前最热门的 AI + DePIN 项目，简单理解就是「分布式 GPU 算力云」，集合个人的 GPU/CPU 为旺盛的 AI 大模型提供算力

根据官推 4.27 的最新数字，接入的 GPU 已经超过 55w 张，已经是这个赛道的龙头，预估 FDV 已经到了50 亿美金以上

更多详细资料可以参考 MintVentures 的这篇研报

https://research.mintventures.fund/2024/04/08/zh-a-new-solana-based-ai-depin-project-a-brief-analysis-of-upcoming-tokenlaunch-io-net…

我这里重点提一下通过 io net「共享算力」的体验，非常丝滑

DePIN 项目里，硬件的接入和用户的 onboarding 非常关键，如果硬件要求太高，或者接入过程太过麻烦，天然就会把大量用户拒之门外，特别是对技术不熟悉的小伙伴一听到「共享算力」、「跑节点」就头疼，难以撬动供给侧

这里必须赞一下io net, 只需要一台本地电脑（M1/M2/M3 芯片的 MacBook符合条件这个点非常妙），门槛非常低，10 分钟不到就可以跑起来，推荐体验

视频教程：https://youtube.com/watch?v=_Db9Ee dSqtY…

遇到Error Code 的解决文档：https://medium.com/@andreanpratam a2017/troubleshooting-workers-on-io-net-b7b0b476a5f2…

（这里面使用了命令行和第三方工具 docker, 如果后续io net可以打包成一个工具，门槛就更低了）

因为 $IO 的TGE会延迟到 4.28 之后（准确的时间会在 4.29 公布），5.1 -5.31 开始会有新一轮的活动，感兴趣的小伙伴如果有闲置的显卡或者 M1/M2/M3 芯片的 MacBook, 可以体验一下这个当下最热门的 DePIN 项目，通过共享自己的 GPU/CPU 闲置算力来获得奖励

另外一种降低门槛的方法是，自己设计出非常容易接入的硬件，比如 @cysic_xyz 的便携式 ZK 加速硬件ZK Air, @GMNetwork_AI 的智能穿戴硬件，值得关注

Continue

Trending Cryptos

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

PancakeSwapCAKE

Preferred Stock Is Not the Trigger for Corporate Bankruptcy, MicroStrategy's Dollar Reserves Can Cover Dividend and Interest Payments Until February 2027

Preferred Shares Are Not the Catalyst for Corporate Bankruptcy; MicroStrategy's Dollar Reserves Can Cover Dividend and Interest Payments Until February 2027. This article analyzes the nature of preferred shares used by MicroStrategy (MSTR). Legally equity but economically similar to debt, these shares, including its Bitcoin-linked STR convertible preferred notes (STRC), offer fixed or floating dividends. Crucially, MicroStrategy's preferred shares lack rigid redemption clauses, meaning they are not classified as traditional debt. This eliminates principal repayment pressure and means missed dividends do not constitute default or trigger bankruptcy, creating a "self-contradictory virtuous cycle." The article clarifies that if funds are short, MicroStrategy can defer or suspend preferred share dividends (except for non-cumulative types like STRD) without immediate risk. The real potential crisis point lies with its convertible bonds. If a prolonged bear market prevents conversion, MicroStrategy might need to sell Bitcoin to repay these bonds starting from the earliest maturity in September 2027, potentially creating a downward spiral. Preferred dividend suspensions would only exacerbate market panic in such a scenario. Recent financial activity shows MicroStrategy strengthened its position through four weeks of common stock (MSTR) issuances, raising over $851 million without issuing new preferred shares. It increased its dollar reserves to approximately $1.4 billion, which is sufficient to cover all preferred share dividends and interest until around March 2027. While Bitcoin purchases slowed recently, this prioritization of cash reserves enhances the company's near-term financial safety. The analysis concludes that if the Bitcoin bear market ends by early 2025 as anticipated, MicroStrategy can resume issuing MSTR stock in a rising market to replenish reserves and manage future dividend obligations, thereby reducing the long-term pressure from its preferred share structure.

marsbit51m ago

Preferred Stock Is Not the Trigger for Corporate Bankruptcy, MicroStrategy's Dollar Reserves Can Cover Dividend and Interest Payments Until February 2027

marsbit51m ago

Giants Wage the Context War, Reconstructing AI Moats

The article "Giants Launch the Context War, Reconstructing AI's Moat" discusses how leading AI companies—OpenAI, Anthropic, and Google—are shifting their competitive focus from model size to acquiring, managing, and utilizing user context (Context). Initially, Context referred to the length of text a model could process, leading to a "arms race" for longer context windows. However, the competition has evolved through three key phases: expanding text capacity (long context windows), enabling memory across sessions, and finally, integrating AI into real user environments like browsers and desktops to capture dynamic task states. Each company is pursuing a distinct strategy. OpenAI is building Context around the ChatGPT account, turning it into a central hub that accumulates user understanding across various integrated applications and tools. Anthropic, lacking a major user base, focuses on high-value verticals like coding, empowering its Claude model to actively gather Context through GUI interaction (Computer Use) and system connections (MCP protocol). Google, with vast existing user data from products like Search and Gmail, faces the challenge of restructuring this data into actionable, AI-understandable Context for its Gemini model within its ecosystem. The core argument is that the nature of competitive advantage in AI is changing. The internet era prized network effects—connecting more users. The AI era values "individual depth": the ability to build deep, task-specific understanding of a user. This creates a new moat through 1) the compounding value of accumulated Context, 2) deep integration with user tools and permissions, and 3) the establishment of trust for complex tasks. Therefore, the battle for Context is fundamentally about capturing "task entry points" and converting existing digital ecosystems into environments where AI can effectively understand and act, rather than merely scaling user numbers.

marsbit1h ago

Giants Wage the Context War, Reconstructing AI Moats

marsbit1h ago

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

链捕手9h ago

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

链捕手9h ago

Bitbase World Trading Clash (BWTC) 2026 Is Live — Registration Open Through July

Bitbase has opened registration for BWTC 2026 (Bitbase World Trading Clash), a global trading competition with a Promotion Pool of up to 1,000,000 USDT. Registration runs from June 22 through July 23. The competition features two parallel tracks: a team-based Futures Team Pro track, scored on both total volume and return on capital, and an individual Trophy Picks track, ranked on individual volume. Team formation closes July 9. Over 2,000 traders registered in the first 36 hours, unlocking an initial 10,000 USDT in the dynamically scaling prize pool. Most rewards are paid as USDT futures trial credit (with profits withdrawable), except for a top-captain cash award. A referral-based scout program offers additional incentives. The event emphasizes rewarding effective capital usage over mere trading volume, aligning with Bitbase's "Trust Through Every Cycle" principle.

TheNewsCrypto10h ago

Bitbase World Trading Clash (BWTC) 2026 Is Live — Registration Open Through July

TheNewsCrypto10h ago

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

marsbit11h ago

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

marsbit11h ago

Trading

Spot

Futures

Hot Articles

How to Buy IO

Welcome to HTX.com! We've made purchasing IO.NET (IO) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy IO.NET (IO) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your IO.NET (IO)After purchasing your IO.NET (IO), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade IO.NET (IO)Easily trade IO.NET (IO) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

2.3k Total ViewsPublished 2024.06.07Updated 2026.06.02

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of IO (IO) are presented below.