Multicoin Capital: Why is Geodnet a key link in the era of physical AI?

Multicoin Capital Strategic Investing in Geodnet: Decrypting Key Positioning Technologies in the Era of Physical AI

Crypto investment giant Multicoin Capital announced its strategic acquisition of the Geodnet Foundation's $8 million GEOD token on February 25, demonstrating its optimism for the precise positioning of Geodnet network. Geodnet uses the Decentralized Physical Infrastructure Network (DePIN) model to provide critical sub-centimeter positioning services for drones, autonomous vehicles and future robots.

Physical AI: The Next Frontier of Technology

Although the scenes in science fiction movies have not yet been fully realized, professional robots in 2025 have been widely used in all walks of life. AI is expanding from text, images and video to the physical world, and robotics will become the next technological breakthrough. In the future, autonomous systems (including autonomous cars, humanoid robots, drones and industrial automation equipment) will have unprecedented intelligence and autonomy, and all this depends on one core issue: precise positioning.

The positioning problem of $5 billion

The deployment of tens of millions of autonomous or semi-autonomous devices brings huge challenges in space perception. Drone delivery, autonomous vehicle navigation, precise agricultural operations, etc. all require sub-centimeter-level positioning accuracy to ensure safety and efficiency.

The existing positioning technologies have their own advantages and disadvantages: LiDAR (LiDAR) has high accuracy but is greatly affected by the weather; radar (RADAR) is stable but insufficient accuracy; vision-based SLAM technology has strong real-time performance but is susceptible to environmental influences.

At present, GNSS (Global Navigation Satellite System) positioning combined with RTK (real-time dynamic) base station correction is considered to be the most reliable solution, achieving centimeter-level accuracy. Many industry giants such as DJI, John Deere, Tesla and Boston Dynamics have integrated RTK technology into their products.

(Photo source: GNSS Store)

However, the construction and maintenance of RTK base stations are expensive, limiting their popularity. The charging model of traditional suppliers also limits its scope of application.

DePIN: Reshape the cost structure

Geodnet uses the DePIN mode to incentivize independent operators to deploy RTK base stations and provide correction data, thus significantly reducing costs. This distributed network model eliminates land and labor costs, achieves faster and wider coverage, and provides more reliable services than traditional service providers.

Geodnet network has expanded rapidly since 2022, with more than 13,000 base stations, covering 4,377 cities in more than 142 countries and regions around the world. Its capital efficiency is extremely high, with only 11% of tokens distributed to contributors in the past three years.

Geodnet's base station acquisition and deployment costs are much lower than traditional solutions, and annual pricing has also been significantly reduced. Its cost competitiveness makes it the most scalable positioning solution in the world.

Geodnet has established cooperation with several industry leading companies and government agencies, with annualized on-chain revenue of approximately US$3 million, showing strong market demand.

Critical infrastructure in the robot era

In the next ten years, robotics technology will usher in explosive growth. Precise positioning is the cornerstone of the safe and efficient operation of robots. Geodnet's DePIN model provides lower-cost and more efficient positioning solutions for the robot industry, and will become an indispensable infrastructure in the robot era. Geodnet's success indicates the arrival of the physical AI era.

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