
飞凡|Jul 27, 2025 11:39
Impossible Cloud: Web3 Ambition to Kill AWS, or Another DePIN Story?
The tax burden on cloud computing giants is significant, as anyone who has used AWS understands.
The Impossible Cloud (@ ICN_Protocol) plans to cut cloud storage costs by 75%, and it's still affordable to use.
This sounds like another familiar script from the DePIN track, but the gameplay of ICN is a bit different:
The core selling point of ICN is to provide enterprises with an almost seamless migration experience
S3 compatible interface: Engineers do not need to rewrite code, they can migrate services from AWS according to their habits
Fiat payment: Enterprises can pay directly in US dollars and euros without touching encrypted wallets, which means that finance and legal departments can use Web2
Zero export fees: ICN's core competitiveness, compared to traditional cloud providers that rely on export traffic for profit, ICN exempts fees and has relatively transparent and controllable costs
The customer profile is basically the largest group currently, which refers to enterprises that do not want to understand Web3 and encryption, but only want to save money and ensure data security
2. Low cost and high security rely on the underlying decentralized architecture
ICN weaves professional enterprise level data centers (not personal hard drives) from around the world into a network. Your data is encrypted and scattered, stored in multiple places. It doesn't matter if one node hangs, the data is still there. Everyone understands the old narrative of encryption
At present, ICN is not decentralized enough, and its nodes are mainly professional data centers that cooperate with official partners. Although it guarantees performance and service quality, there is still a long way to go before the ultimate ideal of DePIN that anyone can join without permission, and it is still early to achieve Phase 5 on the official roadmap
In fact, ICN has already secured over 1000 clients and an annual revenue of $7 million, which basically proves the feasibility of the model. However, there is still a long way to go to leverage the large enterprise market
4. Looking at its economic model again, ICNT has a sophisticated deflationary flywheel
ICNT token has three core uses: payment cloud services, operation nodes, and staking for profit.
Node locking: Over 29000 HyperNodes, each requiring a staking of approximately 2500 ICNTs.
Pledge Black Hole: The official mainnet provides highly attractive pledge annualized returns (APR), making it far less attractive for anyone who has a long-term bullish view on ICN to let their currency depreciate on the exchange than to pledge and earn interest.
So we can see the value flywheel of ICNT taking shape: as business grows, more nodes are needed; As consensus strengthens, more people will choose to pledge. These two forces will continue to drain liquidity from the market.
So, what is the correct gameplay?
It's simple: Buy&Stake
Emotional selling creates a value buying zone. When the price drops but the amount of collateral on the chain steadily increases, this is the strongest bullish signal, and long-term funds are taking away chips from short-term speculators.
6. How to operate?
Build positions in batches: Buy spot goods in batches within the valuation range you consider reasonable (such as the support band of 0.26-0.28), and try not to buy all in.
Speaking of wallets: Put the ICNT you bought on the exchange into your own Web3 wallet.
Enter mainnet staking: Open the ICN official console, connect to the wallet, and select staking. The whole process is simple, just follow the tutorial → http://docs.icn.global/tutorials-and- …
In my opinion, ICN is using Web2 to open the doors of enterprises, and then using Web3 technology to achieve cost and security advantages.
This is a very pragmatic approach that sets it apart from many DePIN projects. It's hard to say whether ICN is the AWS killer, but it is definitely one of the projects that knows best how to sell Web3 technology to the mainstream business world.
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