DePIN+AI Building a New Paradigm for Bots in the AI Era

In the context of a global economic downturn, AI, as the main technological revolution for the next ten to twenty years, is driving rapid development in related fields (computing power, energy, data) at a pace of several times per year. However, the high centralization of AI technology has also raised concerns about the possibility of absolute centralization and authoritarianism in the future.

To address this challenge, DePIN+AI (referred to as DePAI) has become a highly regarded new direction. DePAI is expected to assist AI in achieving better decentralization in the following ways:

1. Provide more authentic and diverse data.

DePIN devices can help AI interact with the real world, acquiring more authentic and real-time data. This data mainly includes human operation data, synthetic data, and video learning data. Through this data, AI can develop true embodied intelligence.

2. Improve capital efficiency and promote source decentralization.

DePIN technology can decentralize the capital burden, allowing small startup teams to participate in Bots technology development. The decentralized network can also accelerate the data collection and evaluation process, improving efficiency and reducing costs.

3. Improve Business Efficiency

DePIN is assisting AI and embodied intelligence in achieving more efficient business models. For example, some AI agents can sustain their operations through decentralized ownership and token incentives, creating an economic cycle that benefits AI development and DePIN participants.

DePIN Track Data and Observations

1. The DePIN market has huge potential.

The number of DePIN projects increased from 100 in 2022 to 1,170 in 2024, with the market value rising from $5 billion to $50 billion. However, the overall share of DePIN accounts for only 0.1% of the trillion-dollar AI market, indicating a growth potential of 100 to 1,000 times.

2. Changes in Financing Trends

In the first quarter of 2025, the amount of DePIN financing is the same as the same period last year, but the number of financing rounds has decreased. This indicates a reduction in emerging early-stage projects, while mature projects are expanding their scale.

3. The market share of major DePIN sectors is still small.

Leading projects in fields such as wireless transmission, computing, energy, and identity authentication still hold a very small market share globally and are in an absolute early stage.

4. Grayscale focuses on RWA, DePIN, and IP tokenization

Grayscale released the Q2 2025 report, focusing on tokens that reflect the non-speculative applications of blockchain technology in the real world, with the addition of three tokens: IP, SYRUP, and GEOD.

5. DePIN Track Revenue Ranking

The best performing DePIN projects on Solana in the past 30 days include Helium, Render, and GenesysGo.

Industry Events and Financing Information

• Roam has reached 2.8 million global nodes and plans to launch a new incentive mechanism in the second half of 2025.
• Phoenix collaborates with TandemAI and Origin Quantum to advance the integration of AI and DePIN.
• IoTeX launched the "Get Goated Season 2" event, involving token rewards and claiming process.
• Helium network operational data has increased significantly and has entered the Mexican market in collaboration with Telefónica Spain.
• The largest DeFi protocol on Filecoin, GLIF, has released the $GLF governance token and conducted an airdrop.
• The decentralized business network Domin Network has received strategic investments from multiple institutions.