Solana DePIN 赛道月收入创年内新高?盘点主要项目 4 月表现

深潮Published on 2025-05-12Last updated on 2025-05-12

4 月份,Solana 生态 DePIN 赛道累计月度收入达 45.8 万美元,同比增长 33%,创下今年最好成绩。

撰文:Syndica

编译:Zen,PANews

Solana 生态 DePIN 赛道收入创下年初至今新高,4 月份累计月度收入达 45.8 万美元,同比增长 33%,创下今年最好成绩。这主要得益于 Helium、Render、Hivemapper、和 XNET 等项目的稳定增长。

不过,DePIN 协议的活跃贡献者人数实际上略有回落。Helium、Hivemapper、Nosana、Render、Sallar、Sourceful 和 XNET 合计维持约 8.7 万名活跃贡献者。

2025 年 4 月,小型 DePIN 协议贡献者数量显著增长,其中 Nosana 的增长率超过 100%,而 Helium 和 Hivemapper 等大协议贡献者增长则持平或略有下降。

以下为各主要 DePIN 项目的表现回顾:

Dabba Network

Dabba Network 是以 Solana 为底层的印度市场专属 DePIN,旨在利用与当地有线运营商合作的「托管部署」模式,为印度各地部署 Wi-Fi 热点,向用户提供高速、低价的互联网接入服务。3 月至 4 月,其累计数据消耗跃升至 8000 TB,实现 2 倍增长;同期设备销量增长 29%,进一步扩大网络规模。

Helium Mobile

Helium Mobile 是 Helium 网络下的移动虚拟网络运营商,结合社区部署的 Wi-Fi 热点与合作运营商的蜂窝基站,为用户提供低成本的移动数据和语音服务。

Helium Mobile 在向所有用户开放免费手机套餐后,新增订阅用户激增 125%,达 3.6 万人,创历史新高。相应的,Helium Mobile 收入创纪录 25 万美元。以数据积分销毁计量的当月收入增长 34%,达到 25 万美元新高,其中数据卸载占比已达 79%。

(注:用户在使用移动网络时,部分流量被「卸载」到 Helium 网络的热点上进行传输和计费,而这部分流量就称为「offload data」——即「卸载数据量」或「数据卸载流量」)

此外,Helium Mobile 平均日卸载订阅量上涨 65%,卸载数据量增长 32%,双双刷新历史纪录。

值得一提的是,自 2025 年以来,Helium 活跃贡献者总体呈略微下降趋势,Helium 活跃贡献者数量已在 7.5 万左右企稳。

XNET

XNET 是建立在 Solana 区块链之上的去中心化移动网络。4 月,XNET 数据卸载持续增长,平均日卸载量再增 16%,标志着 XNET 已持续 8 个月的数据卸载稳步上行态势。此外,尽管奖励下降 6%,XNET Mobile 4 月活跃贡献者仍上涨 6%,达 732 人,创历史新高。

Roam

4 月,Roam 新增 53.5 万个 WiFi 节点(历史第二高)与 8.7 万名新用户,协议总节点数逼近 400 万,用户数接近 300 万。尽管月度用户签到量下降 19%,但累计签到次数已突破 3 亿次,彰显用户黏性依旧强劲。

Shaga

Shaga 协议利用闲置 GPU 算力支持 Web3 游戏,目前覆盖 74 款 GPU 型号,提供 33.12 TB 存储与 15.27 Gbps 吞吐,具备高性能计算能力。在两个月内,Shaga 实现 4.5 千次互动游戏直播,总时长达 5 万小时,观众可实时控制并参与主播游戏。

Hivello

Hivello 作为 DePIN 聚合平台,用于将闲置资源货币化,4 月在线时长较 3 月翻倍增长,更多节点加入贡献网络。

Nosana

Nosana 是构建在 Solana 区块链之上的去中心化 GPU 计算网络,专注于为 AI 推理工作负载提供分布式算力市场。4 月,Nosana 的作业完成量(在 Nosana 网络中,每当 AI 客户端提交一个推理请求,网络会将该请求分配给一台或多台 GPU 节点执行。这一请求从开始计算到返回结果的整个过程,即称为一个「作业」)与贡献者奖励略有增长,GPU 节点保持稳定;新启动的 Gaianet AI 合作项⽬,允许 AI 代理在 Nosana 基础设施上运行,或推动作业增长。

Sallar.io

Sallar 是一个构建在通过将智能手机等设备的闲置算力接入网络,形成分布式计算节点,从而为高性能计算需求提供支持。4 月,Sallar 的美元奖励环比上涨 27%。作为共享设备算力以完成 AI 任务的协议,4 月美元奖励增至 1.18 万美元,活跃钱包数保持稳定。

Grass

Grass 通过将用户设备的闲置互联网带宽接入网络,为 AI 训练、数据抓取和代理服务提供底层数据来源,并以链上代币形式奖励参与者。4 月,Grass 数据收集量再创历史新高,达 3450 万 GB。

Wingbits

Wingbits 是一个基于 Solana 区块链的去中心化物理基础设施网络(DePIN)项目,通过全球用户部署的 ADS-B 硬件实时采集飞机、直升机及无人机等航空器数据,并将这些数据上传至链上以换取原生代币奖励。自 2024 年 11 月以来,Wingbits 网络追踪航班数增至 15 万架次,日收集数据点增至 90 亿条,分别上涨 7% 与 29%;贡献站点数也增加 43%,达 3000 个。

Hivemapper

Hivemapper 是一个去中心化地图网络,用户通过行车记录仪收集街道级图像获得 HONEY 代币奖励。团队持续在产品端迭代,月度 Beekeeper 平台费用将有 20–30% 用于销毁 $HONEY,或将进一步促进增长。

Hivemapper 月度映射里程在 4 月保持稳定,其面向车队管理的 AI 驱动平台 Beekeeper 也在该月正式上线,将随着更多车队加入带来新的增长动能。自 2 月以来,Hivemapper 活跃地图贡献者数稳定在约 5000 人。

NATIX Network

NATIX Network 旨在通过智能手机及专用设备收集街景与地理数据,为地图制作、自动驾驶和物理 AI 提供高精度定位与影像支持,参与者可因数据贡献获得代币奖励。该生态在 4 月保持稳定——用户驱动的里程连续第三个月维持在 1100 万公里。

Sourceful Energy

Sourceful Energy 以去中心化虚拟电厂(VPP)为核心,将家用与商业分布式能源资源(如太阳能板、电动车、储能电池等)接入 Solana 链上网络,参与者贡献电力或数据可获得代币激励。4 月,Sourceful Energy 电力输出增长 30%,随着新推出的 Zap 智能能效分析设备获得 500 台预订,增势有望延续。

AmbiosNetwork

Ambios Network 搭建了全球最大规模的环境监测 DePIN,通过部署低成本空气质量与环境传感器,提供实时、超本地化的环境数据,支持企业、AI 和公共服务,传感器拥有者可领取代币奖励。4 月,Ambios Network 累计用户生态数据签到突破 200 万次,生态数据签到量增长 12%;平台用户总数增至 4.5 万人,同比增长 2%。

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