Messari 공식 트위터에 DePIN 섹터 2025년 리포트가 업로드 되었네요

마침 DePIN 섹터인 XPIN 글을 작성하고 있으니 비교하면서 가볍게 살펴보겠습니다

[ 핵심 인사이트 ]

DePIN은 실험 / 서사에서 매출이 발생하는 인프라 비즈니스로 발전되었다

- 2025년 기준 DePIN 섹터는 유통 시총 약 100억 달러, FY25 온체인 매출 추정치 약 7,200만 달러 수준으로 성장

- 리딩 네트워크의 밸류에이션은 매출 대비 10~25배로, 2021년 사이클에서 흔했던 1,000배+와 대비되고 있습니다

원문

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The DePIN Sector 2025 Report has been uploaded to Messari's official Twitter account.

Since I'm currently writing an article on XPIN, a DePIN sector, let's take a quick look at it for comparison.

[Key Insights]

DePIN has evolved from an experimental/narrative model into a revenue-generating infrastructure business.

- As of 2025, the DePIN sector is expected to reach a market cap of approximately $10 billion, with an estimated FY25 on-chain revenue of approximately $72 million.

- Leading networks are valued at 10-25x revenue, a sharp contrast to the 1,000x+ valuations common in the 2021 cycle.

Original text

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