Filecoin is transitioning from an “speculative mining coin”

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Filecoin is transitioning from an “speculative mining coin” to “enterprise-grade data infrastructure.”🔥‼️

The end of halvings and early unlocks has provided an opportunity for supply-side reform, while the explosive demand for AI data has opened up the ceiling for growth on the demand side.

For long-term followers, focus on the two core metrics—“the number of real paid storage orders” and “enterprise customer implementation case studies”—rather than short-term price fluctuations.

Tongrun

Filecoin has shifted from “mining-driven” to “application-driven”—the imminent first block reward halving is an important catalyst for this transition

In 2026, Filecoin is in a critical transition period, with its core logic shifting from “mining-driven” to “application-driven.” The upcoming first block reward halving is an important catalyst for this transition.
Key changes: the halving and optimization of the supply structure
Filecoin’s first block reward halving is expected to be triggered in October 2026. At that time, block rewards will drop from about 32 FIL to 16 FIL (only the simple minting portion is halved). More importantly, the early investors’ (SAFT) and the team’s 6-year linear vesting schedule—both of which end in sync with the halving—will combine to reduce the daily新增流通量 (newly circulating supply) from about 250,000 FIL to about 50,000 FIL, a decline of nearly 80%. This fundamentally alleviates the prolonged inflation sell-pressure that has persisted for years.

Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.

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