GENIUS法案通過,DePIN應成為下一步
隨著GENIUS法案的通過,美國在全國範圍內對加密貨幣的監管邁出了實質性的一步。該法案專注於穩定幣,確立了儲備規則、審計及授權發行者,這對行業來說是一個里程碑。然而,如果立法者希望支持下一波創新,他們不能止步於此。
去中心化實體基礎設施網絡(DePIN)是當前增長最快的領域之一,但仍然缺乏法律框架。DePIN並不是關於投機或NFT,而是通過社區擁有的硬件來建設現實世界的基礎設施。人們可以貢獻天線、傳感器或硬盤,並獲得代幣獎勵。這些系統支持無線連接、地圖繪製和去中心化存儲等服務。
DePIN的快速擴展超過了監管
像Glow這樣的項目已經超過1500萬美元的收入,而Geodnet報告的年經常性收入超過100萬美元。整個生態系統中的DePIN協議合計產生超過2.5億美元的收入。這些不是試點項目,而是正在運行的網絡,為用戶和貢獻者提供價值。
然而,DePIN仍然缺乏監管的明確性。與現在由明確的聯邦規則管理的穩定幣不同,DePIN項目運行在灰色地帶。這種不確定性使得用戶、開發者和投資者面臨風險。
監管缺口越來越難以忽視
DePIN系統依賴於現實世界的數據和基礎設施,並不完全符合電信、雲計算或加密貨幣的類別,這使得現有法律難以適用。
許多DePIN協議依賴於收集和分享環境或位置特定信息的設備。對於可以收集哪些數據、如何存儲以及誰擁有這些數據,尚無明確的標準。沒有這些標準,用戶可能會失去信任並選擇退出。
補償問題也是未解決的議題。人們自掏腰包部署硬件,但卻沒有基準規則來決定他們應該如何獲得獎勵。如果激勵措施減少或代幣經濟學發生變化,貢獻者將面臨風險而沒有保障。
治理問題的挑戰
許多DePIN項目聲稱是去中心化的,但關鍵決策仍然掌握在核心團隊手中。如果這些系統要服務於公共利益,則必須保持透明和負責任。
DePIN應該獲得深思熟慮的監管
GENIUS法案證明了加密監管不必具破壞性。它為穩定幣提供了基礎,而不會扼殺創新。DePIN也應該獲得類似的細緻處理。
DePIN不同於金融代幣。它存在於硬件、軟件和服務的交匯處。這種混合特性意味著它需要量身定制的框架。它不應該像去中心化金融(DeFi)或穩定幣那樣被對待。
需要明確定義什麼算作DePIN協議,並建立數據擁有權、隱私、貢獻追蹤和獎勵機制的標準。透明的治理規則對於建立信任和責任感也至關重要。
美國的領導機會
DePIN有潛力擴展基礎設施至服務不足的地區,促進智慧城市的發展,並將基本系統的擁有權歸還給社區。要達到這一規模,該行業需要法律明確性。
如果沒有監管確定性,投資者將猶豫不決,社區將抵制加入缺乏用戶保護的系統,建設者可能因擔心未來的懲罰而暫停進展。推進的動力依賴於明確的指導。
現在穩定幣已經有了法律框架,DePIN應該成為下一步。
支持現實世界的創新是時候了
國會和監管機構有機會塑造去中心化基礎設施的未來。DePIN的建設者已經準備好合作。現在需要的是一個支持透明度、創新和用戶保護的政策框架。
GENIUS法案是強有力的第一步,但不應是最後一步。是時候認識到由使用者建設和運營的實體基礎設施的潛力了。
DePIN已經到來,正在增長,並應該成為監管對話的一部分。
以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。


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