There is a quiet revolution happening in the background of this market cycle, and it’s much bigger than just another token trend.

If you look closely at Helium ($HNT ), Render ($RENDER ), Jito ($JTO ), and Fluence ($FLT), you’ll see they all share a singular, powerful thread: The Unbundling of Infrastructure. We are moving away from "black-box" services controlled by a few giants and toward open, programmable markets. Here is what I’m noticing and why this shift is the real "unlock" for Web3 in 2026.

🌐 The Shared Thread: Infrastructure as a Market

These projects are effectively saying: This resource used to be opaque and monopolized; we can measure it on-chain and let anyone supply it.

Helium unbundled wireless coverage (Telecom).

Render unbundled high-performance GPU power (AI/3D).

Jito unbundled blockspace and MEV (Protocol layer).

Fluence is unbundled the general-purpose compute (The Cloud).

☁️ Why Fluence ($FLT) is the Missing Piece

While Helium handles connectivity and Render handles heavy-duty rendering, Fluence focuses on the "glue" of the internet: serverless backends, APIs, and data processing.

Most "decentralized" apps today still rely on AWS or Google Cloud for their backends. Fluence changes that. By aggregating excess CPU capacity from global data centers into a "Cloudless" DePIN network, they offer a production-grade alternative that is:

80% Lower Cost: Disrupting the traditional cloud pricing model.

Verifiable & Resilient: No single control plane, governed by a DAO, not a corporation.

The "AI Glue": AI isn't just about GPUs; it's about data preprocessing and orchestration. Fluence provides the decentralized logic layer that sits right next to GPU networks.

💡 The Big Picture

What makes Fluence stand out to me is its mission alignment. It isn’t just chasing a "DePIN" label; it’s building a verifiable, serverless marketplace that allows developers to scale without vendor lock-in.