Analysis of Important Projects and Ecological Development in the DePIN Track

DoubleZero - The Web3 Highway on Solana

Recently, the DoubleZero Foundation secured $28 million in investment, which is quite remarkable in the current market environment. The project's core advantages include:

1. The founding team is experienced, has successful cases in the blockchain field, and possesses abundant ecological resources.

2. The investment lineup is strong, with top institutions participating, including the founder of Solana, demonstrating Solana's support for the DePIN strategy.

3. The technical solution is leading, dedicated to addressing the issues at the infrastructure layer of Web3. DoubleZero adopts a unique dual-ring architecture:

   • The outer ring connects to the public internet for attack protection and transaction filtering.
   • The inner ring processes filtered traffic through dedicated bandwidth lines and builds consensus.

This architecture aims to improve network efficiency, allowing Web3 projects to run as smoothly as Web2.

Roam - Web3 Version of Starlink on Solana

Roam is another Solana DePIN project worth noting, aimed at providing seamless and secure WiFi and eSIM connectivity globally. Its main features include:

1. Global coverage with 2.3 million users and 2 million WiFi nodes, covering over 190 countries.

2. Technical Advantages:

   • Adopting OpenRoaming™ WiFi and eSIM technology
   • Use decentralized identity (DID) and verifiable credentials (VC) to protect user privacy.
   • The blockchain incentive mechanism encourages users to participate in network construction.

3. The operational strategy is appropriate, and the user base is rapidly accumulated through the Web3 incentive model.

Solana DePIN Ecosystem Development

The DePIN ecosystem on Solana is thriving, with a total market value of over $25 billion. The main advantages include:

1. Superior technical performance, high throughput, and low transaction costs are suitable for DePIN project requirements.

2. Strong ecological support, the Solana Foundation actively promotes the development of DePIN projects.

3. There are many representative projects, such as Helium, Render Network, Hivemapper, etc.

Solana is gradually becoming the preferred platform for DePIN projects, with the potential to nurture a strong DePIN ecosystem.

Other Important Events in the DePIN Track

1. IoTeX releases the 2025 roadmap, focusing on the development of the DePIN+AI ecosystem.

2. During ETHDenver 2025, the DePIN+AI Summit will be held to discuss regulatory frameworks.

3. The Solana Foundation held a DePIN Day event in Shenzhen, with multiple emerging projects participating.

Recent Industry Financing Events

1. The Solana ecosystem DePIN project Shaga has completed a $4 million seed round financing.

2. The DePIN project Geodnet has completed a $8 million token financing.

3. The DePIN gaming infrastructure platform Beamable has completed a $13.5 million Series A financing.

4. DoubleZero Foundation received $28 million in investment, led by Dragonfly and Multicoin Capital.