@wangtianqi
DepinSim, a DePIN project for decentralized eSIM connectivity, raised $8M in a 2025 strategic round led by Outlier Ventures (with DWF Labs, etc.), signaling strong VC backing and funds for growth.
Tokenomics allocate 25% to community/airdrops—the largest portion—indicating meaningful but contribution-focused rewards (e.g., data mining, app usage) rather than massive farming drops. Funded projects often prioritize sustainable incentives over oversized airdrops.
Expectations: Moderate-to-generous scale for active users, not speculative floods.
Risks: High token volatility post-TGE; competition from Web2 eSIMs (Airalo); rewards require real effort (bandwidth sharing); potential low utility or upstream operator issues. Sybil resistance may exclude bots/farmers.