Deep Dive
1. P1 Routing Layer Launch (Upcoming)
Overview: P1 is the upcoming coordination and routing layer for Pipe Network. As described by the team, it uses collective intelligence from global nodes to dynamically select optimal data paths, creating a "programmable routing economy" (Pipe Network). The system is designed to be decentralized, with routes adapting automatically based on real-time latency and throughput measurements without a central coordinator.
What this means: This is bullish for PIPE because it aims to significantly improve network efficiency and performance, which are critical value propositions for a CDN. A more intelligent and resilient routing layer could attract more users and increase network utility, potentially driving demand for the PIPE token used to pay for services.
2. Geographic Expansion (2026)
Overview: Pipe's roadmap includes targeted expansion into specific regions, including South Korea, India, and Egypt (Blockworks). This strategy aims to address the limited coverage of traditional CDNs in emerging markets and underserved regions by deploying more hyperlocal Points of Presence (PoPs).
What this means: This is bullish for PIPE because expanding into high-growth markets directly increases the network's addressable market and utility. Success in these regions would demonstrate the viability of its decentralized model against incumbents, potentially leading to higher network usage and token consumption through its burn-to-credit model.
3. Network Growth & Node Incentives (Ongoing)
Overview: The network is actively focused on scaling its distributed infrastructure. The company reported over 24,000 nodes globally as of December 2025, with an average distance of 20 miles from users, and emphasized this count is "growing" (Pipe Network). Ongoing incentives encourage individuals to run PoP nodes and contribute resources.
What this means: This is neutral to bullish for PIPE. Growth in nodes strengthens network resilience and reduces latency, improving the core service. However, the token's price will ultimately depend on whether growth in supply (from node rewards) is balanced by growth in demand (from network usage and token burns).
Conclusion
Pipe Network's near-term trajectory focuses on enhancing its core technology with P1 and expanding its physical footprint, transitioning from a successful mainnet launch to a scale-up phase. Will rising network usage outpace token supply from node rewards, creating sustainable value for PIPE?