In the square, “AI storage base” was treated again as revenue that has already been realized. The Filecoin Foundation’s own 2026 network strategy, however, shifts its focus from expanding storage capacity to paid-chain orders, network profitability, and paid customers. This is not proof that demand has been fulfilled—rather, it shows that commercialization still needs to submit its homework.
As of 14:27 on September 25 (Beijing time), Binance FIL/USDT is at 0.9947, with a rolling 24-hour change of +0.975% and trading volume of about 15.45 million USDT. Market trading data cannot substitute for customer-paid data. Storage proofs can verify that service providers continue to store data, but they cannot prove that these capacities have been converted into revenue.
For $FIL , what can truly change the explanation of “capacity leading, demand yet to be verified” is verifiable paid orders, repeat customers, and sustained growth in network fees. Just the line “AI needs storage” is still missing a bill.
As of 14:27 on September 25 (Beijing time), Binance FIL/USDT is at 0.9947, with a rolling 24-hour change of +0.975% and trading volume of about 15.45 million USDT. Market trading data cannot substitute for customer-paid data. Storage proofs can verify that service providers continue to store data, but they cannot prove that these capacities have been converted into revenue.
For $FIL , what can truly change the explanation of “capacity leading, demand yet to be verified” is verifiable paid orders, repeat customers, and sustained growth in network fees. Just the line “AI needs storage” is still missing a bill.