2025-12-29 20:21:33

Hello everyone. As a seasoned veteran who has been navigating the crypto space for years, today I want to discuss a topic— the decentralized storage ecosystem that has been quietly gaining traction among professional investors recently, and some projects in this sector that are technically solid but not yet fully priced by the market.

Why focus on this direction now? Let’s set aside emotional words like "hot" and "skyrocketing" and start with the hard logic.

Driven by AI, data is exploding exponentially, coupled with users awakening to data sovereignty. The demand for secure, censorship-resistant, decentralized storage is real and growing rapidly. This is no longer just a theoretical concept; people are actually using it, and there is a market. Looking at the current situation, market sentiment is warming. Large funds, besides holding top assets, are also starting to explore undervalued opportunities. Storage projects with actual products, a user base, token economies, and network utility closely tied together are now on the watchlist.

How can one evaluate a project with a "discerning" eye? My approach is as follows:

**Is the technology and network infrastructure solid?** Check how long the mainnet has been running, the growth trend of stored data, and the system failure rate. Don’t be fooled—ask clearly whether this addresses real pain points or if it’s just another "blockchain for the sake of blockchain" scheme.

**Is the token model healthy?** Tokens should either be purely speculative tools or the actual "fuel" needed when users utilize the service. Also, review the team and early investors’ token unlock plans—transparency and long-term planning are essential. Avoid projects that dump tokens immediately after listing.

**Where are the competitive landscape and moat?** How many players are in this sector? Why will this project stand out—through technological uniqueness, first-mover advantage, or ecosystem strength?

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DegenGambler

· 14h ago

Regarding the storage track, I've been paying attention to it for a while, but I haven't seen a truly killer app emerge. The token model and all that... sounds professional, but most projects are still following the old path. No matter how nicely the unlock plans are written, it’s useless. Projects with actual data growth are few and far between. Don’t be fooled by the hype. For these kinds of projects to really take off, we’ll have to wait a few more years. Investing now is just a gamble on probability. As for the moat, there’s basically none in the storage track... anyone can do it. Hardware costs are similar, and there’s no real secret to software. It all comes down to capital and luck. Honestly, I still favor the top few players; the rest are just riding along. Is the team reliable? That’s the key. Technology is actually secondary. It feels like another wave of projects claiming "decentralization for decentralization’s sake." Is there really such a big demand? User base is the biggest myth. Who’s actually using these storage services? Several projects failed before, and now they’re still bragging about undervalued opportunities. They claim the mainnet’s stability is no problem now, but once it’s running, it’s full of issues.

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ChainSauceMaster

· 22h ago

In the storage track, some people are indeed quietly laying the groundwork, just worried it will turn into another round of hype around concepts. Projects that truly focus on technology are indeed rare; most are just storytelling. As soon as I checked the token unlock plan, I knew what these folks were thinking.

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P2ENotWorking

· 01-01 06:18

Hmm... Decentralized storage is back. Is this round really different? I want to see which projects are truly brave enough to publish token unlock transparency; most are still just beating around the bush. The demand for storage is real, but what about the moat? This track is fiercely competitive. Reliable technology ≠ guaranteed profit. To be honest, I've seen too many claims like that. I'm just worried it might be another hype cycle based on concepts; someone has to be willing to take the risk and buy in. I think the key is to look at what the team has done in the past, not just how strong the technology claims are from the project team. Valuation valleys turning into treasure? Only if there's real business behind it; otherwise, it's just a game for the bagholders. The awakening of data sovereignty is correct, but the problem is most users don't really care whether it's decentralized or not. Are there any public data on the mainnet stability? Or do we have to check on the chain ourselves? It's easy to say, but when it comes to choosing projects, it's still hard to see clearly...

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GrayscaleArbitrageur

· 2025-12-29 20:51

Bro, this evaluation framework is indeed honest and straightforward, but to be honest, most projects claiming to be "decentralized storage" in the market are still following the old path, with token models designed like Ponzi schemes... What should we do?

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SchrodingerGas

· 2025-12-29 20:50

I've seen too many projects that dump tokens immediately after unlocking. Frankly, it still comes down to on-chain evidence.

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TestnetFreeloader

· 2025-12-29 20:49

Decentralized storage, I've had my eyes on it for a while, but the ecosystem is still too fragmented. The token model part is spot on; I've seen too many projects unlock tokens wildly right after launch, which is really a huge loss. --- You have to watch the failure rate daily, or else it's not worth stepping into the pitfalls. By the way, I want to ask, which specific projects are worth paying attention to right now? --- Moats, moats—it's easy to talk about but hard to do. It feels like the storage track is still in its early stages; no one has a real moat yet. It all depends on who can retain users and improve their data retention. --- Ah, the old chestnut of "genuine demand." Wait, is this demand really that urgent? I still don't see many people around me actually using decentralized storage. --- I'm a bit skeptical about the token fuel theory; it seems like ultimately, speculation is needed to drive the market. No matter how beautifully you explain it, this reality can't be changed. --- The stability of the technical foundation is indeed crucial, but with the current market sentiment so good, even trash projects can fly. It's a bit speechless. --- Haha, that's why I never chase the trend, I wait until the market has gone through a round of correction before looking again. There are definitely opportunities in storage—it's just a matter of time.

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GateUser-75ee51e7

· 2025-12-29 20:44

The storage track is indeed a bit different this time, but buddy, you need to figure out whether it's a real demand or just another trap to be cut again. Token models are the most critical; don't just look at the technology. Projects where early big investors unlock and immediately dump are ones you should avoid. This guy's analysis is pretty good, but the question is, when will the market truly recognize decentralized storage? The moat is well explained, but frankly, most projects don't have any real moat. Here we go again, it feels like every new track has to go through a cycle of "finding treasure in the valley" and then "collectively cutting leeks." Data sovereignty awakening? Haha, wait until there are real enterprise-level applications before talking about that. Honestly, as more people enter this track, it will become more competitive, and the potential might not be as big as you think.

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ImpermanentPhobia

· 2025-12-29 20:28

Hmm... The storage track is about to rise again. Is this time reliable? I need to see if there are any new tricks. Decentralized storage has been heard of for a long time, but the key is who can truly survive. To be honest, the token model is the main point. Don't come up with some bone broth project again. I'm still a bit uncertain whether I can bottom fish this wave. I need to wait and see the capital flow before making a decision. Bro, have you invested? Can you share some ideas? The storage concept is炒一遍 every year. Is this time really different? Talking about moats sounds nice, but in reality... it still depends on the number of nodes and activity level. I agree with the logic of explosive AI data, but turning it into token premiums is difficult.

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MemeKingNFT

· 2025-12-29 20:28

Wait, is the storage track about to rise again? I feel like I hear this logic every bull market... If you ask me, the real issue isn't whether the technology is stable, but whether these projects can survive until the next cycle. During the NFT craze, it was all about "real applications" and "user base," but what happened? It all vanished into smoke. Token unlock schedules being transparent? Bro, that's a real joke. The team and VCs dumping plans are what truly show transparency. Ultimately, we have to look at on-chain data to speak, don't be fooled by stories.

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