On September 7, Haseeb Qureshi, managing partner of Dragonfly, wrote on the X platform: "In my opinion, the less part of the DePIN project [decentralized physical infrastructure] involves physical (P), the better. Anything purely physical will greatly increase the verification cost and fraud rate, which will lead to centralization. Compared to physical work, digital verification work (storage, computing, etc.) is easier and more scalable."