The most easily overlooked aspect of trading cryptocurrencies is the fundamental data. Today, we won't discuss market sentiment; instead, let's take a close look at the current market capitalization of the storage sector.



Let's speak with data. Filecoin reached a market cap of billions of dollars early on, thanks to early technical deployment, but at the cost of high system complexity; Arweave, with its concept of permanent storage, has stabilized at a market cap of over a billion dollars, yet its ecological applications have always been limited.

And then? Projects that also offer storage solutions have a market cap of only a few tens of millions. This is not a small numerical difference; it's a gap of several orders of magnitude.

Where is the problem? It involves three variables: technological generation, application ecosystem, and public chain support. As the native storage layer of a leading public chain, this project happens to cover all three. Once the public chain ecosystem fully launches, the demand for underlying storage will experience explosive growth.

Historically, when the market value of infrastructure remains significantly below that of competitors for a long time, the market will eventually correct this valuation. Sometimes this process happens rapidly, and other times it requires waiting for catalysts that trigger ecosystem explosion.

The key issue is that there is a huge mismatch between current prices and future application demands. Some have already seen this clearly and are quietly waiting. What about you?
FIL-0.33%
AR-1.65%
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GateUser-1a2ed0b9vip
· 01-08 03:53
The gap in scale is huge, which is why some are quietly positioning themselves while others are still chasing the highs. The problem is, when the catalyst comes... no one can afford the time cost.
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UnluckyMinervip
· 01-08 03:49
The magnitude gap is indeed worth pondering, but who will actually break out and when is really hard to say...
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GasWranglervip
· 01-08 03:45
technically speaking, the valuation gap here is demonstrably sub-optimal when you analyze the actual transaction throughput requirements vs current market pricing... but ngl the real question is whether this storage layer can actually handle base layer optimization at scale when demand hits. history doesn't always repeat itself that fast.
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GateUser-a5fa8bd0vip
· 01-08 03:34
Mismatch is an opportunity, this logic makes sense. Just worry that when the explosion happens, you'll still be hesitating.
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