@alanadlevin
New Essay: What We're Looking for in DePIN (Pt 1.)
When evaluating a DePIN project, the core question one should ask is: what coordination challenge does crypto help solve?
There are really only three:
1. Solving verification
2. Overcoming barriers to centralized supply formation
3. Accessing financial services
Full piece below, focused on the supply side of networks. Pt 2 (how we're thinking about demand) will come out next week
https://blog.variant.fund/what-were-looking-for-in-depin-pt-1
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