The storage narrative flies ahead, and the bills are still at $5,000.
$FIL current price is about $1.00, +23.4% per day; Binance spot is about 55 million.
Perpetual positions are about 5.45 million, with daily notional around $11.88 million—inventory turns two rounds in a day, and then some.
DeFiLlama records Filecoin’s daily fee at about $5,015, nearly unchanged from the day before.
Even for the broader market, classmates are only up slightly—it's not enough to explain this steep slope.
Hot ticket demand, cold fee collection. The bills aren’t following before, so don’t write this steep turn as an ecosystem recovery yet.
#存储叙事 #protocol fees
$FIL current price is about $1.00, +23.4% per day; Binance spot is about 55 million.
Perpetual positions are about 5.45 million, with daily notional around $11.88 million—inventory turns two rounds in a day, and then some.
DeFiLlama records Filecoin’s daily fee at about $5,015, nearly unchanged from the day before.
Even for the broader market, classmates are only up slightly—it's not enough to explain this steep slope.
Hot ticket demand, cold fee collection. The bills aren’t following before, so don’t write this steep turn as an ecosystem recovery yet.
#存储叙事 #protocol fees
