The Evolution of Decentralized Physical Infrastructure Networks

In a recent incident, the outage of Cloudflare highlighted the vulnerabilities of centralized web systems, prompting a surge in interest for Decentralized Physical Infrastructure Network (DePIN) projects. These projects, which operate through decentralized nodes, demonstrated better resilience during the disruption. As a result, three DePIN crypto assets—Theta Fuel (TFUEL), GRASS, and Iagon (IAG)—experienced notable price spikes, raising questions about their future performance now that Cloudflare's services have resumed. Theta Fuel (TFUEL) saw a significant price increase of approximately 20%, reaching a new monthly high shortly after the Cloudflare incident. This surge was supported by a bullish crossover pattern in the Moving Average Convergence Divergence (MACD) indicator, suggesting a positive market sentiment. If the momentum continues, TFUEL could break through its nearest resistance at $0.026, with potential targets of $0.031. However, any increase in selling pressure could lead to a correction back to the $0.020 range. Similarly, GRASS, the native token of a decentralized network sharing platform, gained 16.60% in the last 24 hours, trading at $0.35. The token broke out of a descending triangle pattern, signaling a potential market direction change. Despite the positive breakout, the Supertrend indicator suggests that GRASS may face resistance before a sustained rally can occur. Lastly, Iagon (IAG) experienced a 13% price spike, supported by increased trading volume and a positive Chaikin Money Flow (CMF) indicator. If IAG maintains its upward momentum, it could target prices of $0.13 to $0.15, although a drop below the support line could lead to a correction to around $0.082.

As the cryptocurrency market navigates through challenging times, investors are keenly searching for the next big opportunity, particularly looking towards 2026. Among the major altcoins, Internet Computer (ICP) is currently showing the most bullish trends, with a notable 64% increase in November. This surge is attributed to its unique position as a blockchain offering decentralized cloud storage, which is increasingly in demand by AI companies. Traders are eyeing Fibonacci levels, with a target price of $14, indicating strong potential for further growth. Filecoin is also gaining traction, driven by the rising need for decentralized cloud storage solutions. In November, Filecoin's value increased by 43%, fueled by its appeal to AI projects that require secure and scalable data storage. The platform has proposed significant updates, including a 50% reduction in gas fees and strategic partnerships aimed at enhancing cross-chain data access. As sectors like AI and decentralized physical infrastructure networks (DePIN) grow, Filecoin is well-positioned to attract institutional investment, solidifying its status as a potential breakout cryptocurrency. In the realm of innovation, DeepSnitch AI is emerging as a promising contender for explosive growth. With its presale raising over $555,000 and a price surge of 58%, this project combines advanced AI technology with real-time market insights. As the AI sector is projected to expand significantly by 2030, DeepSnitch AI offers a compelling investment opportunity for those looking to capitalize on the next wave of cryptocurrency growth. With its current price at just $0.02381, it presents an attractive entry point for investors seeking high returns in the evolving crypto landscape.

The recent Cloudflare outage has underscored the vulnerabilities of centralized web systems, while simultaneously highlighting the resilience of Decentralized Physical Infrastructure Network (DePIN) projects. During the outage, several DePIN cryptocurrencies, including Theta Fuel (TFUEL), GRASS, and Iagon (IAG), experienced significant price rallies. This surge in value was attributed to the stable performance of DePIN projects, which operate through decentralized nodes, contrasting sharply with the disruptions faced by centralized platforms. As Cloudflare services have now been restored, the question remains whether these tokens can maintain their upward momentum. Theta Fuel (TFUEL) emerged as a standout performer, witnessing a 20% price increase shortly after the Cloudflare incident. This surge pushed TFUEL to a new monthly high, aided by a bullish crossover in the Moving Average Convergence Divergence (MACD) indicator. The breakout above the upper trendline of its falling channel suggests a potential trend reversal. However, the continuation of this bullish trend is contingent on sustained demand; if selling pressure increases, TFUEL could see a pullback toward $0.020. Similarly, GRASS and Iagon (IAG) also benefited from the outage, with GRASS rising 16.60% and IAG increasing by 13%. GRASS broke above a descending triangle, signaling a potential shift in market direction, although it still faces resistance from the Supertrend indicator. IAG's price action indicates buyers are gaining control, with a positive Chaikin Money Flow suggesting improved capital inflows. Both tokens have the potential for further gains, but their bullish outlooks depend on maintaining momentum and overcoming resistance levels.

The decentralized physical infrastructure networks (DePIN) sector has witnessed remarkable growth, with its total market capitalization soaring to $14.6 billion, supported by over 423 tracked protocols, including 102 focused on compute. This evolution marks a shift from a speculative concept to a robust marketplace that is reshaping the economics of computation. The surge in artificial intelligence (AI) has intensified the demand for high-performance computing, pushing traditional cloud providers to their limits. This has led to the emergence of Computation DePIN, a decentralized model that utilizes distributed hardware to offer scalable and cost-effective computing solutions. Despite the promising advancements, the institutional market remains cautious due to compliance and verification challenges that hinder broader adoption. The economic advantage of decentralized compute is significant, with DePIN networks offering GPU services at a fraction of the cost charged by traditional cloud providers. For instance, while AWS charges between $10 to $12 per hour for an Nvidia H100 GPU, DePIN networks provide similar services for just $1 to $2 per hour. This pricing discrepancy highlights a potential $80 to $150 billion compute opportunity by 2027, but the path to widespread acceptance hinges on addressing issues related to uptime, latency, and regulatory compliance. Significant progress is being made by various players in the DePIN space. Companies like Aethir and Akash are leading the charge with enterprise-grade solutions and transparent pricing models. New entrants like ArgentumAI aim to bridge the compliance gap by repurposing underutilized GPUs while ensuring enterprise-grade security. The DePIN architecture not only offers economic advantages but also enhances resilience through a globally distributed network of GPUs. However, for DePIN to transition from a cost-effective alternative to a primary compute layer for AI, it must overcome reliability and compliance challenges, ensuring that enterprises have access to verifiable service level agreements and predictable billing structures. The future of decentralized compute looks promising, with the potential to become a cornerstone of AI infrastructure in the digital era.

At the recent DePIN Day Buenos Aires, hosted by Fluence, Filecoin unveiled its innovative Filecoin Onchain Cloud, a decentralized cloud platform designed to provide verifiable storage, rapid data retrieval, and fully programmable on-chain payments. This platform, still in its early stages, has already garnered interest from various communities including ERC-8004, Ethereum Name Service (ENS), and KYVE, among others. Recognizing the vulnerabilities of centralized infrastructure, especially in light of recent outages affecting major cloud providers, Filecoin aims to offer a resilient alternative for developers seeking open systems that can support the growing demands of Web3 applications. Filecoin Onchain Cloud is built to address the increasing pressures on centralized stacks, particularly as AI systems generate vast amounts of data and regulatory environments dictate data residency. The platform expands the Filecoin network into a programmable layer for cloud services, allowing developers to create on-chain storage, retrieval, and payment logic. Molly Mackinlay, CEO of FilOz, emphasized that this platform brings essential guarantees of verifiability, programmability, and openness to cloud-scale infrastructure, enabling developers to build unstoppable Web3 applications powered by a global network of Filecoin service providers. The launch of Filecoin Onchain Cloud is supported by a suite of core services, including Warm Storage for online data retention, Filecoin Pay for automated payments, and Filecoin Beam for incentivized data retrieval. These services allow developers to compose, monitor, and monetize their data services effectively. Notably, integrations with platforms like ENS and Monad facilitate the deployment of trustless frontends and AI systems, respectively. With the mainnet launch scheduled for January 2026, Filecoin Onchain Cloud represents a significant advancement in creating a more open and verifiable internet, as highlighted by Marta Belcher, President of the Filecoin Foundation.

The Theta ecosystem is set to revolutionize decentralized media and AI interactions with the introduction of the Theta Pulse Subchain, or TPulse. This innovative subchain is designed to enhance transparency and data integrity across the Theta EdgeCloud network, which has already seen significant adoption by major brands such as the Vegas Golden Knights and Olympique de Marseille. With the increasing demand for scalable and verifiable analytics, TPulse aims to track and validate AI interactions, turning each engagement into a cryptographically verifiable transaction. This not only ensures transparency but also creates new economic models for brands and developers in the rapidly evolving Web3 landscape. The need for blockchain in EdgeCloud analytics arises from the limitations of centralized systems, which struggle with transparency and data portability. TPulse addresses these issues by recording every user interaction—whether it’s asking a question, watching a video, or making a purchase—as an immutable event on the subchain. This creates a tamper-proof record of engagement that can be utilized by various applications within the Theta ecosystem, including loyalty programs and NFT platforms. The subchain also enhances the economic viability of EdgeCloud by providing transparent AI compute usage and revenue distribution, ultimately driving demand for Theta’s distributed compute network. Scheduled to launch on November 18, the TPulse subchain will initially scale to support a significant portion of live partner implementations. As it rolls out, it will facilitate a new era of on-chain AI analytics, transforming how brands, developers, and users interact within the Theta network. With its focus on verifiable analytics and decentralized compute, Theta is positioning itself as a leader in the convergence of AI and blockchain technology, paving the way for innovative applications and stronger partnerships across various sectors.