Old driver research report - ICN: Web3 cloud revolution behind 470 million valuation - when Xiaomi investors bet on decentralized Internet infrastructure preface: 80% of global cloud services are monopolized by the four giants, creating trillions of dollars in wealth annually but exclusively enjoyed by centralized shareholders. In Europe, a group of serial entrepreneurs have reconstructed the underlying logic of cloud computing using Web3: revenue exceeding $5 million in the year before its launch, strategic investment from early investors in Xiaomi, and migration of 250PB of enterprise data to anti censorship networks - this is ICN's challenge to the old order through commercial closed loops. 1、 Capital signal: Why do traditional technology funds heavily invest in Web3 cloud infrastructure? Breakthrough level endorsement The performance list of NGP Capital (a fund under Nokia) is like the history of technological evolution: Xiaomi's hardware ecosystem, Helium's DePIN paradigm, WorkFusion's industrial automation Now, this hardcore fund that crosses cycles is pushing its chips towards ICN, with a valuation of $470 million not only for capital pricing, but also a historic certification of the "full stack decentralized cloud" track. The essential transfer of investment logic When the Web3 project was still pursuing token model design, NGP saw more fundamental variables: 1. Real revenue capability ($5M annual revenue from over 1000 corporate clients) 2. Physical world anchor point (50PB real-time storage+European and American data center cluster) 3. Scalable architecture (three in one protocol for storage, computing, and networking) "Helium has verified the feasibility of DePIN, and ICN is proving that it can carry the next generation Internet" - NGP Investment Director's public statement 2、 Product Revolution: How Nodey AI can tear open the gap in the Web2 market? Killer application landing: Nodey AI, which has been online for two weeks, has become a touchstone for technological capabilities: Distributed GPU network implementation for<2-second image generation (compared to Midjourney local deployment of 8 seconds+) Enterprise level SLA guarantees 99.95% availability Seamless integration with AWS S3/Azure Blob workflow Migration costs approaching zero, performance improvement of 40% "- Feedback from signed medical imaging customers Disrupting Logic: From "Alternative Storage" to "Refactoring Workflow" ICN refuses to compete with Filecoin: 3、 Economic Model: How WebFi makes people the core of cloud services? Refactoring production relations with a dual layer node architecture HyperNode： Physical server operator, first month reward 18.4% accelerated capital recovery Dynamically adjust revenue through SLA Oracle (higher rewards for higher service quality) Light node: Personal devices contribute idle resources Generate "credit vouchers" from behavioral data to obtain ecological rights The ultimate opposition to the old giants 4、 TGE looks forward: token is not the end, but the fuel for Internet reconstruction The core function of tokens is to anchor infrastructure participation rights Payment medium: settlement storage/calculation/network service fees Governance certificate: Voting to determine the direction of protocol upgrade Node staking: a deposit mechanism to ensure the quality of network services, a confirmed ecological flywheel Conclusion: An infrastructure war related to the soul of the Internet When tech giants harvest trillion dollar markets with centralized architecture, ICN chooses a more difficult path: Prove the feasibility of anti censorship cloud services with enterprise level revenue Ending the era of DePIN fragmentation with the Three Body Protocol Using WebFi model to regress value to each node contributor "We are not building a better cloud, but rebuilding the foundation of the Internet" - Kai Wawrzinek, founder of ICN There is no quick victory in this war, but the ICN supported by real data is showing the world another future of decentralized infrastructure.