1/ DePIN‑enabled Virtual Power Plants (VPPs) are stacking megawatts and real on‑chain transparency, challenging legacy utilities on their own turf.
2/ Global renewables capacity jumped +15 % YoY to ~4.4 TW over the past decade, led by hydropower, solar and wind, expanding the addressable pie for token‑coordinated VPPs.

3/ Glow has amassed ~20 MW of solar and is currently running at ~$729K ARR, 11× the revenue density of legacy storage operators. Carbon credit pre‑sales and onboarding fees front‑load CAPEX recovery while permanent liquidity sinks steady token velocity.

4/ Sourceful has activated >200 energy gateways, up ~4× YoY, piggy‑backing Helium IoT hotspots for near-zero CAPEX data transfer. Each new node widens grid‑edge telemetry and expands available capacity.

5/ Renewable energy sources have sustained growth against fossil fuels in recent years. The delta is where VPPs shine: monetizing intermittent, distributed assets that incumbents struggle to value.

6/ Private sector investment into renewable energy generation assets has steadily increased in recent years as well, indicating growing confidence that clean‑power projects now offer superior risk‑adjusted returns and can stand on their own without heavy subsidies.

7/ U.S. markets pay ~$200K /MW‑yr for fast‑response frequency regulation & $70K /MW‑yr for demand‑side capacity. VPPs that meet dispatch requirements can tap the same fee pool.

8/ Lower coordination costs mean DePIN VPPs hit utility‑scale thresholds faster, and every incremental DER deepens the moat.

9/ To stay updated on DePIN sector developments, subscribe to @blockworksres and check out our latest report by @0xMetaLight.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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