Signal
In July 2025, the release of The DePIN Report 2025 highlighted the rapid maturation of Decentralised Physical Infrastructure Networks (DePIN) from early community-driven projects to large-scale systems for computing, storage, and connectivity. By August 2025, Planck Network launched a modular layer-0 blockchain designed for AI-native services, integrating global GPU hardware with on-chain compute, token-based staking, and native AI workflows.
Implications
DePIN alters the ownership and governance model of infrastructure. AI compute embedded at the protocol layer reduces reliance on centralised hyperscalers and enables autonomous deployment at the edge. Token incentives mobilise dormant compute and connectivity assets, expanding capacity without traditional capex bottlenecks. Edge centric systems built on this model offer redundancy, transparency, and efficiency, making them attractive both for civilian and defence applications. As resilience becomes a priced-in premium, DePIN’s distributed design provides an alternative to fragile, centralised chokepoints.
Strategic Takeaway
DePIN is no longer fringe, it is foundational, embedding autonomy and resilience through edge compute, token incentives, and decentralised governance.
Investor Implications
Capital is moving toward networks that provide AI compute and connectivity without relying on centralised cloud giants. Token-driven DePIN systems will create new types of assets, combining infrastructure returns with demand from AI workloads. Investors should watch companies linking GPUs, modular blockchains, and decentralised logistics or energy networks. Getting in early on these protocols could deliver outsized returns as governments and businesses adopt them for resilience and sovereignty.
Source: prnewswire.com
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