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In fact, crypto is no longer confined to online trading or coin trading. From 2025, a new trend is coming very strongly, which is called Infrafi. Simply put, building real-world infrastructure internet, networks, energy with crypto money (such as stablecoins), and monetizing it.
This is where I find DAWN Internet very interesting.
As I see it, DAWN basically wants to put the Internet back in the hands of the community. Instead of large ISPs or companies, ordinary people can install a small device in their home (such as a "black box") to share their unused Internet with others. And get rewards in return.
mean,
You → install the node at your home
Your unused bandwidth → used by someone else
Instead → you get crypto rewards
This is where the whole thing falls apart.
And what struck me as truly serious was the scale of @dawninternet . Right now they are covering more than 4 million households in America. Not just at the idea level actually working.
It is not a light project in terms of funding. Raised $13M in Series B from Polychain Capital, total funding around $38M. Big VCs entering this space means they are looking to the future.
Another interesting fact DAWN has added 8,000 of their nodes to the Helium network. This means that different DePIN projects are working together, but this is a very positive signal for the entire ecosystem.
On the tech side, DAWN runs on Solana. I personally think Solana is a better fit for bandwidth or real-time usecases, because both speed and low cost are needed.
Their target is not small.
Covering about 5.9 million households by Q1 of 2026, and quarter-over-quarter growth of about 47% these numbers are not just hype, they require execution.
Here is a big point I think separately
Earlier we only did crypto invest.
Now we are slowly building roads, internet, energy with crypto.
Infrafi is actually building this bridge
Finance ↔ Physical infrastructure
There may come a day in the future, where your home WiFi will be an income-generating asset, not just an expense. And from that perspective, DAWN type projects are not just projects to me they are the beginning of a new economic model.
This is why I think DePIN and Infrafi are not just narratives in 2025-26, but are slowly becoming reality.
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