I偶然看到这条信息，突然让我很有兴趣的不是带亲戚炒币，而是之前别誉为“天王级”项目的 Filcoin 为什么会走到今天这一步，如果你说 $DOT 也就算了，毕竟跨链赛道已经暂时玩不出什么花了，你说 $ICP 也就算了，毕竟故事都讲不圆了。
But $FIL I think should have room for speculation, obviously now storage is so hot, Brother Chuanmu @xiaomucrypto is doing long on Korea's EWY and doing long on memory's Hynix recently is on fire, indeed can see with the development of AI, the supply of storage has lagged behind, centralized storage has nothing to say, the demand is here.
But why hasn’t decentralized storage been speculated? Actually, I have written articles on this aspect, and I know the reason, after all, what is actually needed is HBM and VRAM, decentralized storage can indeed do little to help.
Address: https://x.com/PhyrexNi/status/2011027191816147428?s=20
But today when chatting with Brother Kan @tktang88, he also raised a question, theoretically, business is done on both ends, for example, luxury goods and Pinduoduo, these are two extremes, while centralized storage primarily focuses on performance, but lacks privacy, while decentralized storage, although it has privacy, indeed has shortcomings in performance.
I have also written content on this aspect, as data scale continues to expand, AI-generated content increases, and data collaboration across institutions and jurisdictions becomes frequent, what will be truly scarce in the future is not storage capacity, but certainty in responsibility, source, and time. The value of on-chain storage lies not in carrying the content itself, but in providing a mechanism that cannot be unilaterally tampered with for evidence, indexing, and responsibility anchoring.
Address: https://x.com/PhyrexNi/status/2011087541777432753?s=20
But this should be a space for discussion, yet I hardly see any discussions between decentralized storage and centralized storage; if there is no development of decentralized storage, the issues of centralized verification may gradually surface.
So I very much want to discuss with my friends what value decentralized storage has at present, what shortcomings it has, what value it may have in the future, and what shortcomings it may have. Everyone is welcome to discuss.
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