2025-12-29 14:26:24

Recently, I noticed a phenomenon—hard drive prices are skyrocketing. This is no coincidence. As AI applications become ubiquitous, the demand for data storage is truly exploding, and this explosion is far from reaching its peak.

From the supply side, hard drive production capacity cannot keep up with demand, naturally driving prices higher. From the demand side, large model training, data center expansion, enterprise storage needs... all point in the same direction: storage is about to become a scarce resource.

Under this logic, the position of Filecoin as a leader in cloud storage becomes quite interesting. It directly benefits from this surge in storage demand. Simply put, as hardware costs rise and market demand for storage solutions explodes, projects that are positioned in this track are standing at the forefront of the trend.

Next, I will gradually build up FIL because I believe this logic can go quite far.

FIL-1,7%

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ShamedApeSeller

· 17h ago

The rise in hard drive prices has been evident for a while; storage is indeed the next bottleneck point. I'm also watching FIL, but I'm afraid of getting stuck with the bag... Honestly, the logic isn't flawed; I'm just worried about hype leading the way. Building a position is fine, just don't go all in. The demand for storage is real, but whether FIL can take a slice of this cake remains to be seen.

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InfraVibes

· 17h ago

The rise in hard drive prices is indeed interesting, but can FIL capitalize on this wave of benefits? The demand for storage has surged, but the question is, can decentralized storage truly replace traditional solutions... The FIL ecosystem hasn't made much movement in the past two years. Before building a position, you need to think clearly whether you're buying into the demand or the story. Hardware costs rising = storage becomes expensive, but this will make users more price-sensitive. Can FIL's economic model outperform AWS? I'm a bit skeptical. It's not that I don't see potential in the storage sector; I just think FIL is missing something. Let's wait and see. Anyway, projects that can't rally aren't worth it. This logical chain isn't that solid; the rise in hard drive prices and the explosion in demand for distributed storage are two different things. Don't confuse them. Building a position is okay, but do your homework. What's the actual application scenario for FIL now? Are data really being moved onto the chain? The storage shortage has indeed arrived, but don't overestimate FIL's bargaining power. If traditional giants get serious, there won't be much chance for distributed storage.

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