Filecoin, Arweave and @irys_xyz: The collision of three incentive logics Storage is not only a technology, but also an economic system. Who will provide it? Who pays? Can supply and demand be coupled? Filecoin: Miners collateralize for $FIL, and the supply side is oversubsidized and demand is insufficient. For real businesses to have stable SLAs, Filecoin can only provide cold storage, resulting in miners booming ≠ user booms. Arweave: Pay once for a long time, the concept is romantic, but most applications need to be constantly updated, and the compliance pressure is high, so it can only be limited to niche markets. @irys_xyz: Data writing triggers logic, and the closed loop of storage + computing + settlement is closed. Supply and demand are naturally coupled, and data is not lying in the warehouse, but is directly consumed (AI, DePIN, real-time incentives). Investment perspective: Filecoin looks at supply, Arweave looks at market segments, and @irys_xyz must run out of the...
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