Messari released a 104-page report titled "2024 DePIN Status," and I took the time to go through it. Here are a few key takeaways for your reference:

① Solana and Base have emerged as the biggest winners in the DePIN "chain wars."

Solana's low-latency features and community culture have attracted many DePIN infrastructure projects; Base's brand has drawn a lot of attention from consumer-facing DePIN projects.

Regarding DePIN L1, IoTeX's on-chain activity grew more than tenfold in the fourth quarter of 2024.

② Observing DePIN projects from node data

There are over 13 million devices contributing to DePIN nodes globally, with the four projects having the most nodes being:

Grass

DAWN

WiFi Map

Roam @weRoamxyz

Note: DAWN and #Roam have not yet conducted their token generation events (TGE), with #Roam achieving 82 million check-ins across 1 million WiFi hotspots worldwide.

3/ The "most valuable" DePIN sub-sector

Computing is the most mature, valuable, and competitive category within DePIN.

For instance, DePIN projects focused on GPUs attract twice the funding in the private market compared to their storage counterparts, and their valuations in the liquid market are also double that of storage networks.

4/ The institutions most eager to invest in DePIN

Multicoin, Framework, a16z Crypto, and EV3 are among the institutions most confident in investing in DePIN in 2024, each having invested in over 8 projects in the DePIN space, with total investments exceeding $100 million.

Finally, Roam is currently offering rewards; download link: https://weroam.xyz/join_us.html

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