📌 When developers have to move data back and forth between multiple protocols, the ideal of "composability" in Web3 is becoming a joke. What Irys wants to do in Web3 is to provide developers with a "one-stop" solution for large-scale on chain storage and computing with lower barriers to entry and better performance@ The solution of irys_xyz is to return to essence: to have data storage and smart contract execution completed at the same protocol layer, which is the underlying logic of its technology known as "on chain AWS". On chain mapping of cloud computing base AWS revolutionized by integrating computing, storage, and databases into a unified cloud service, and Irys replicated this path on blockchain: -Built in EVM compatible execution environment, allowing direct programming of stored data (such as automatic royalty distribution) -The dual ledger architecture achieves "high-speed processing+permanent storage", and data will not disappear after 18 days like Ethereum Blob, nor does it rely on off chain hosting like Solana compression solution -Developers no longer need to combine Arweave+Ethereum+oracle, truly achieving 'one click deployment of on chain applications' 2/Micro disruption: Why existing solutions collectively fail Filecoin retrieval delays can last for several days, Arweave prices fluctuate dramatically, and Celestia only solves temporary storage - these "fragmentation solutions" force developers to spend limited energy on infrastructure splicing. Irys' crushing advantage is reflected in: -Cost: The cost of storing hundreds of KB of data has decreased from tens of thousands of dollars on Ethereum to negligible -Durability: Data is permanently retained and supports real-time verification -Composability: Smart contracts can directly call storage layer data, releasing scenarios such as AI training and blockchain asset reuse 3/Value Re evaluation: From Storage Protocol to Data Operating System The current total valuation of the Web3 storage track is less than 0.3% of AWS, and Irys is opening up incremental space: -Market size: AI training data demand to reach $17 billion by 2032, IP management urgently needs verifiable solutions -Protocol premium: As a network with both storage and execution capabilities, its valuation should be between Filecoin (storage) and Solana (computing). The current valuation of AWS is expected to be $1.5 trillion, with an annual revenue of approximately $110 billion. -Ecological Flywheel: Over 300 projects have been connected through its predecessor Bundlr, including top tier applications with daily transaction volumes exceeding 15 million 4/Capital Chess Game: Why Top VCs Bet in Advance -The team once created the Arweave core expansion solution Bundlr, achieving a breakthrough in daily transaction volume growth from 10000 to 15 million transactions -Seed round receives millions of dollars in support from Lemniscap, Framework and other institutions, with Arweave core team providing technical support -The ongoing Series A financing will accelerate the integration of new public chain ecosystems such as Berachain 🎈 When Story Protocol focuses on IP management, Irys is building a lower level 'data highway'. Just as AWS has nurtured trillion dollar applications such as Netflix and Uber, Irys may become a hidden driving force behind the widespread adoption of Web3.