基于近期的体验,简单聊聊DePIN和io net

MarsBit2024-04-28 tarihinde yayınlandı2024-06-11 tarihinde güncellendi

Özet

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


算力

Worker 开始下载和运行,成功后终端会显示相应信息


算力


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=_Db9EedSqtY…


遇到Error Code 的解决文档:https://medium.com/@andreanpratama2017/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


算力


Continue

Trend Kriptolar

İlgili Okumalar

Interview with NDV Founder Jason Huang: Piercing the AI Bubble and the MicroStrategy Myth, Seeking the Ultimate Edge in the Crypto Market

In a podcast with WuBlockchain, NDV founder Jason Huang discusses recent market dynamics, expressing a bearish outlook on crypto in the near term. He attributes Bitcoin's recent decline to a combination of cyclical selling pressure, the start of a US stock market correction, and liquidity tightening. A key catalyst is the emerging financial strain on MicroStrategy (MSTR). Huang explains that MSTR's model of borrowing to buy Bitcoin created a positive "flywheel" in a bull market. However, with falling BTC prices turning its stock premium into a discount, the model is now under severe stress. While MSTR only sold 32 BTC recently, the market is "front-running" the fear of its massive 80,000+ BTC holdings potentially being liquidated to meet debt obligations. He believes a true market bottom requires a major, capitulation-level event similar to the FTX collapse. Regarding investments, Huang states his fund is up over 20% this year, outperforming Bitcoin by 50-60%. The strategy involves crypto assets and commodities like oil, gold, and silver, but avoids AI stocks due to a perceived lack of trading edge. He is cautious of crowded trades in semiconductors and sees bubbles in the broader market, citing the hype around a potential SpaceX IPO. Despite short-term pessimism, Huang remains long-term bullish on one crypto innovation: stablecoins. He views them as the clearest example of a "faster, better" financial tool with significant room for global adoption. For the future, he is very bearish on Ethereum. For Bitcoin, he anticipates potential for a significant drop below $48,000 before a eventual rebound, but stresses the need to wait for a true panic-driven bottom marked by widespread despair and disinterest in the market.

marsbit21 dk önce

Interview with NDV Founder Jason Huang: Piercing the AI Bubble and the MicroStrategy Myth, Seeking the Ultimate Edge in the Crypto Market

marsbit21 dk önce

Conversation with Jason Huang, Founder of NDV: Puncturing the AI Bubble and the MicroStrategy Myth, Searching for the Ultimate Trump Card in the Crypto Market

In a podcast interview, NDV founder Jason Huang discusses the recent crypto market downturn, attributing the initial phase to typical Bitcoin cycle selling pressure, now compounded by a US stock market correction, tightening liquidity, and MicroStrategy's financial strain. He argues the market hasn't bottomed yet, noting true bear market lows often require a major, despair-inducing event like FTX's collapse. Huang details MicroStrategy's precarious position: its debt-and-equity fueled Bitcoin buying model has reversed into a negative cycle as prices fell. He interprets its sale of just 32 BTC as a signal prioritizing creditors over shareholders, sparking market "front-running" of its larger potential sell-off. A true bottom may arrive only after MicroStrategy resolves its looming debt payments, possibly via a large, private Bitcoin sale. His fund is up ~20% this year, outperforming Bitcoin by 50-60%, by shorting crypto and trading commodities like oil and gold. He avoided AI stocks despite being a heavy user, citing a lack of trading edge in the crowded semiconductor hardware trade, which he views as ripe for a significant correction. Long-term, Huang remains bullish on stablecoins as crypto's clearest, most practical innovation with high growth potential. He is very bearish on Ethereum and skeptical that Bitcoin has found its floor, suggesting $48,000 may not hold. He expects a sharp decline followed by a strong recovery within a year, but only after a major panic event leads to widespread capitulation and despair—the true hallmark of a market bottom.

链捕手27 dk önce

Conversation with Jason Huang, Founder of NDV: Puncturing the AI Bubble and the MicroStrategy Myth, Searching for the Ultimate Trump Card in the Crypto Market

链捕手27 dk önce

U.S. Stocks Trend (June 24): Korean Stock Plunge Ripples Global Chip Sector, Micron Tumbles Over 10%, Long-Term Supply Certainty Faces a 'Hard Test'

US Stock Market Trend (June 24): South Korean Market Plunge Disrupts Global Chips, Micron Drops Over 10%, Long-Term Supply Certainty Faces Hard Test On Monday, the South Korean KOSPI index plunged 10%, with SK Hynix and Samsung dropping over 12%, triggered by rumors that SK Hynix might slow its HBM4 production expansion. This shock quickly spread to the U.S. semiconductor sector. Micron plummeted 13.18% to $1,051.77, SanDisk fell 13.64%, and Marvell declined 8%. The Philadelphia Semiconductor Index closed down 7.87%, while the Nasdaq fell 2.21% to 25,587.04 points. The sell-off particularly hit memory chip stocks. Defensive sectors showed relative resilience, with gains in stocks like IBM and Johnson & Johnson. Market volatility spiked, with the VIX index jumping 12.79%. Commodities weakened, with WTI crude oil hitting a near three-month low and gold falling below $4,100. The core issue is not a challenge to AI demand itself, but a market reassessment of overly optimistic capacity expectations for memory chips, especially HBM. The rumor about SK Hynix undermined perceived certainty in the AI infrastructure cycle. Key upcoming events include Thursday's PCE inflation data, which will influence Fed rate expectations, and Micron's earnings report. The market will focus on Micron's HBM gross margins and its long-term capacity guidance. The shift indicates the AI investment cycle is moving from euphoria to rational pricing. Large institutions are questioning the sustainability of AI-related capital expenditure growth. Micron's repricing from an "AI infrastructure staple" to a more cyclical stock highlights this change. Thursday's data and earnings represent a critical juncture for assessing long-term supply certainty, which has now significantly decreased.

marsbit35 dk önce

U.S. Stocks Trend (June 24): Korean Stock Plunge Ripples Global Chip Sector, Micron Tumbles Over 10%, Long-Term Supply Certainty Faces a 'Hard Test'

marsbit35 dk önce

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.

marsbit1 saat önce

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

marsbit1 saat önce

İşlemler

Spot
Futures

Popüler Makaleler

IO Nasıl Satın Alınır

HTX.com’a hoş geldiniz! IO.NET (IO) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında IO.NET (IO) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: IO.NET (IO) Varlıklarınızı SaklayınIO.NET (IO) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: IO.NET (IO) Varlıklarınızla İşlem YapınHTX'in spot piyasasında IO.NET (IO) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

141 Toplam GörüntülenmeYayınlanma 2024.12.12Güncellenme 2026.06.02

IO Nasıl Satın Alınır

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların IO (IO) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

活动图片