wxqdoit
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Don't Let That Fire Burn a Hole in Your Pocket: Digging Deep into the Brutal Game Logic Behind fogo
Many are asking, can this fire really burn through the entire spring?
I don't think so. Or rather, if you are just staring at those polished technical documents and the neatly uniform "To the moon" in the community, you are probably the one left to foot the bill. The current market has long passed the era where one could ride on an ethereal narrative to gain without cost. Everyone is playing an extremely cutthroat PVP, and fogo's current state resembles that of a dealer at the poker table who has just piled up the chips, waiting to see who cracks first.
I don't think so. Or rather, if you are just staring at those polished technical documents and the neatly uniform "To the moon" in the community, you are probably the one left to foot the bill. The current market has long passed the era where one could ride on an ethereal narrative to gain without cost. Everyone is playing an extremely cutthroat PVP, and fogo's current state resembles that of a dealer at the poker table who has just piled up the chips, waiting to see who cracks first.
#vanar $VANRY
What is VANRY token?
$VANRY is the native token of Vanar Chain (@Vanarchain).
Vanar Chain is a high-performance Layer 1 that focuses on gaming, entertainment, and commercial application, with a clear positioning: it is not a "concept chain," but aims to create infrastructure that can support real users and content consumption. Its selling points include high scalability, low-cost operation, while emphasizing a low-carbon architecture that leans towards long-term narratives.
The main core functions of $VANRY include:
• Paying Gas fees
• Participating in on-chain governance
• Ecological incentives (developers, users, partners)
• On-chain value exchange and circulation medium
Hope that in this deep winter, vanry can carve out a unique path.
What is VANRY token?
$VANRY is the native token of Vanar Chain (@Vanarchain).
Vanar Chain is a high-performance Layer 1 that focuses on gaming, entertainment, and commercial application, with a clear positioning: it is not a "concept chain," but aims to create infrastructure that can support real users and content consumption. Its selling points include high scalability, low-cost operation, while emphasizing a low-carbon architecture that leans towards long-term narratives.
The main core functions of $VANRY include:
• Paying Gas fees
• Participating in on-chain governance
• Ecological incentives (developers, users, partners)
• On-chain value exchange and circulation medium
Hope that in this deep winter, vanry can carve out a unique path.
#fogo $FOGO
Many people only see the cold data of 10w+ TPS, but what I see is a fanatic obsession with efficiency. In 2026, if on-chain interactions still have to wait in circles, that will be a harm to traders. $FOGO adopts the SVM architecture not to show off, but to completely end the terrible experience of instant loss when placing orders.
Public trading chains do not need mediocre balance, but extreme violence. The native oracle optimization brought by @fogo's quantitative genes is the real ace left for this market by those who truly understand trading.
Don't waste your life on those half-dead zombie chains.
Phoenix rebirth, flames soaring into the sky.
#Fogo is personally burying the old order in this performance revolution. If you are also fed up with delays and high slippage, you must keep up with this fire! 🚀🔥
Many people only see the cold data of 10w+ TPS, but what I see is a fanatic obsession with efficiency. In 2026, if on-chain interactions still have to wait in circles, that will be a harm to traders. $FOGO adopts the SVM architecture not to show off, but to completely end the terrible experience of instant loss when placing orders.
Public trading chains do not need mediocre balance, but extreme violence. The native oracle optimization brought by @fogo's quantitative genes is the real ace left for this market by those who truly understand trading.
Don't waste your life on those half-dead zombie chains.
Phoenix rebirth, flames soaring into the sky.
#Fogo is personally burying the old order in this performance revolution. If you are also fed up with delays and high slippage, you must keep up with this fire! 🚀🔥
ERC-8004 In-Depth Analysis: The 'Trust Base' of AI Agents
Bored and nothing to do, vibe coded an experience application for 8004, feeling it's not very useful
https://erc8004.gracesmith197287.workers.dev/
By 2026, 'Artificial Intelligence Agents' have executed more than 40% of transactions on-chain. But the question remains: how do you trust a piece of code without an entity and legal constraints? What ERC-8004 provides is this decentralized trust solution.
1. Core architecture: Trinity on-chain registration
ERC-8004 does not attempt to solve the logical problems of AI; it only does three things through three lightweight registries:
https://erc8004.gracesmith197287.workers.dev/
By 2026, 'Artificial Intelligence Agents' have executed more than 40% of transactions on-chain. But the question remains: how do you trust a piece of code without an entity and legal constraints? What ERC-8004 provides is this decentralized trust solution.
1. Core architecture: Trinity on-chain registration
ERC-8004 does not attempt to solve the logical problems of AI; it only does three things through three lightweight registries:
When the $998 of $ETH hangs over your iris like the steel blade of a guillotine, what you hear is no longer the noise of analysts, but the dull thud of your heart striking your chest cavity.
This is not a number; this is a grand funeral and a bloody delivery room.
1. The Silence in the Ruins
Imagine that deep night: the once omnipotent KOLs collectively disappear, and in a crowd of thousands, only the last message of 'retirement' remains. The candlestick chart shatters on the cold floor, that red vertical line resembles a bottomless wound, crazily harvesting the last bit of flowing dignity.
The air is filled with the scent of burnt electronic components—that is the breath of thousands of leveraged positions exploding into ashes in an instant. The once digital oil now looks more like expired, discounted waste. The whole world holds its breath, waiting for it to completely breathe its last.
2. Do you dare to pick up that bloody knife?
At the moment when everyone is vomiting, fleeing, and cursing, that green 'buy' button flickers in the darkness like some deadly temptation.
• Your hands are shaking. Your stomach is churning. Your logic has been completely torn apart by primal fear.
This is no longer technical analysis, but the most brutal survival game. You are in the wilderness of fallen gods, bending down alone to pick up that broken holy sword.
3. No Faith, Only Wildness
In the face of three-digit prices, if you dare to buy, it’s not because you are smart, but because there is a fierce determination in your bones. A kind of arrogance that redefines the rules in the ruins, a beastliness that greedily devours chips when everyone else is in despair.
That is a carnival belonging to a very few. Five years later, when people discuss the glory of Ethereum under the sun, no one will remember how you pressed the heavy blow that changed your fate in that three-digit deep night, trembling with fear.
When the three-digit $ETH appears, screw it!
This is not a number; this is a grand funeral and a bloody delivery room.
1. The Silence in the Ruins
Imagine that deep night: the once omnipotent KOLs collectively disappear, and in a crowd of thousands, only the last message of 'retirement' remains. The candlestick chart shatters on the cold floor, that red vertical line resembles a bottomless wound, crazily harvesting the last bit of flowing dignity.
The air is filled with the scent of burnt electronic components—that is the breath of thousands of leveraged positions exploding into ashes in an instant. The once digital oil now looks more like expired, discounted waste. The whole world holds its breath, waiting for it to completely breathe its last.
2. Do you dare to pick up that bloody knife?
At the moment when everyone is vomiting, fleeing, and cursing, that green 'buy' button flickers in the darkness like some deadly temptation.
• Your hands are shaking. Your stomach is churning. Your logic has been completely torn apart by primal fear.
This is no longer technical analysis, but the most brutal survival game. You are in the wilderness of fallen gods, bending down alone to pick up that broken holy sword.
3. No Faith, Only Wildness
In the face of three-digit prices, if you dare to buy, it’s not because you are smart, but because there is a fierce determination in your bones. A kind of arrogance that redefines the rules in the ruins, a beastliness that greedily devours chips when everyone else is in despair.
That is a carnival belonging to a very few. Five years later, when people discuss the glory of Ethereum under the sun, no one will remember how you pressed the heavy blow that changed your fate in that three-digit deep night, trembling with fear.
When the three-digit $ETH appears, screw it!
SEI: The breakthrough point of the parallel public chain, to buy or not to buy?
To be honest, I don't think SEI is a typical garbage project; it resembles a top-performing technology student in various aspects, yet it has never been able to generate explosive growth in the secondary market. The torment it brings to holders stems from its awkward ecological niche: the technology iterates quickly, but it has never established an irreplaceable moat.
1. Migration of core narrative: from trading-specific to Parallel EVM
If SEI is still defined as a trading public chain, it indicates that the understanding of it is still at the v1 stage. The real trump card of SEI v2 is the Parallel EVM.
• Logical iteration: In the past, it tried to directly compete with Solana for the DEX market, and now it has transformed into a performance booster for the Ethereum ecosystem. It aims to attract those who need EVM compatibility but cannot tolerate the performance bottlenecks of L2.
1. Migration of core narrative: from trading-specific to Parallel EVM
If SEI is still defined as a trading public chain, it indicates that the understanding of it is still at the v1 stage. The real trump card of SEI v2 is the Parallel EVM.
• Logical iteration: In the past, it tried to directly compete with Solana for the DEX market, and now it has transformed into a performance booster for the Ethereum ecosystem. It aims to attract those who need EVM compatibility but cannot tolerate the performance bottlenecks of L2.
The true turning point of ETH is not the upgrade, but rather the L2 value return mechanism. Once established, the market will suddenly realize that ETH is actually the 'on-chain central bank' of the settlement layer, making money from order rather than from sentiment. ETH is not meant for chasing prices; it is meant for laying in wait for structural reversals—positions should be there, but don’t go all in; once it starts, don’t get shaken out; the right time to sell is when the whole network starts shouting 'ETH is the eternal god' again. #ETH走势分析 #哈佛增持以太坊
New year, new atmosphere; soon you'll be impressive and achieve success.
币安Binance华语
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🐎 On the first day of the Lunar New Year, blessings from #Binance gallop in!
In the past year, Binance users have exceeded 300 million, and in the new year, we will continue to move forward together with the community💛
🧨 Binance wishes all global crypto users a Happy New Year, may your wishes come true soon.
Leave your New Year blessings, and three lucky winners will receive Binance New Year merchandise 🎁
In the past year, Binance users have exceeded 300 million, and in the new year, we will continue to move forward together with the community💛
🧨 Binance wishes all global crypto users a Happy New Year, may your wishes come true soon.
Leave your New Year blessings, and three lucky winners will receive Binance New Year merchandise 🎁
$VANRY: Don't rush to treat it as a god, nor rush to treat it as trash
There is a type of project in the crypto market that is particularly likely to make people roll their eyes.
Game public chain.
You just need to stay in this circle long enough to have seen countless chains claiming to make games, entertainment, and content ecosystems. PPT is always beautiful, partners are always 'coming soon', and the token curve always rises first and then crashes.
So when I first saw $VANRY , my first reaction was simple: here comes another one.
But later, after looking at it a few more times, I actually felt that it wasn’t something purely supported by narrative. At least its positioning is direct enough, its ambition is not great, and what it wants to do is quite specific – to create a Layer 1 that serves games, entertainment, and commercial applications, with a core emphasis on high performance, low cost, and low carbon architecture.
Game public chain.
You just need to stay in this circle long enough to have seen countless chains claiming to make games, entertainment, and content ecosystems. PPT is always beautiful, partners are always 'coming soon', and the token curve always rises first and then crashes.
So when I first saw $VANRY , my first reaction was simple: here comes another one.
But later, after looking at it a few more times, I actually felt that it wasn’t something purely supported by narrative. At least its positioning is direct enough, its ambition is not great, and what it wants to do is quite specific – to create a Layer 1 that serves games, entertainment, and commercial applications, with a core emphasis on high performance, low cost, and low carbon architecture.
#vanar $VANRY
What is $VANRY token?
$VANRY is the native token of Vanar Chain (@Vanarchain), a public blockchain.
Vanar Chain is a high-performance Layer 1 primarily focused on games, entertainment, and business applications. Its overall positioning is clear: it is not a "concept chain" but aims to be the infrastructure that can support real users and content consumption. Its selling points include high scalability, low-cost operation, and an emphasis on low-carbon architecture, which is more aligned with long-term narratives.
Main uses of $VANRY
In simple terms, it is the "fuel" and "blood" of this chain, with core functions including:
• Paying Gas fees
• Participating in on-chain governance
• Ecosystem incentives (developers, users, partners)
• On-chain value exchange and circulation medium
What are the key differences of Vanar?
The most interesting aspect of Vanar is its "Creator-first" approach.
It does not just shout about "Web3 games" as an old narrative but provides a complete set of support for developers, from tools and resources to distribution, through plans like Creator Pad. The core goal is to lower the barriers to content creation, enabling more projects to truly launch and operate.
In other words, Vanar aims to anchor value on "real content and activity on-chain" rather than solely relying on market sentiment for speculation.
If its ecosystem can continuously produce content and attract user consumption and interaction, then $VANRY will become a key circulating medium in the Web3 creative economy.
#vanar #VANRY
What is $VANRY token?
$VANRY is the native token of Vanar Chain (@Vanarchain), a public blockchain.
Vanar Chain is a high-performance Layer 1 primarily focused on games, entertainment, and business applications. Its overall positioning is clear: it is not a "concept chain" but aims to be the infrastructure that can support real users and content consumption. Its selling points include high scalability, low-cost operation, and an emphasis on low-carbon architecture, which is more aligned with long-term narratives.
Main uses of $VANRY
In simple terms, it is the "fuel" and "blood" of this chain, with core functions including:
• Paying Gas fees
• Participating in on-chain governance
• Ecosystem incentives (developers, users, partners)
• On-chain value exchange and circulation medium
What are the key differences of Vanar?
The most interesting aspect of Vanar is its "Creator-first" approach.
It does not just shout about "Web3 games" as an old narrative but provides a complete set of support for developers, from tools and resources to distribution, through plans like Creator Pad. The core goal is to lower the barriers to content creation, enabling more projects to truly launch and operate.
In other words, Vanar aims to anchor value on "real content and activity on-chain" rather than solely relying on market sentiment for speculation.
If its ecosystem can continuously produce content and attract user consumption and interaction, then $VANRY will become a key circulating medium in the Web3 creative economy.
#vanar #VANRY
If you've been in the market long enough, you've definitely seen some obscure coins suddenly surge by 30% or 50% in a day, with the group blowing up, and KOLs starting to talk about 'fundamentals'. You might feel it's absurd, yet you can't help but wonder—should I chase?
Coins like TRB and MYX are not necessarily trash projects, but their price movements often have little to do with the projects themselves, and are more determined by chip structure, liquidity depth, and capital manipulation.
The most frightening aspect of these coins is not their rapid rise, but rather that they rise 'like an opportunity'. They always create an illusion that as long as you get on board, you can double your investment. The harsh reality is that at the moment most retail investors jump in, they have already become the liquidity for someone else to offload.
So what money can be made from these coins? On the surface, it seems to be about narratives, products, and sectors, but the actual value capture is often very thin. Many of these coins do not have stable cash flow, nor is there real demand to support them; the on-chain usage and market cap are long-term mismatched. They can rise because of a small circulating supply, shallow depth, and high contract leverage, which means they can skyrocket with just a slight push. You might think it's capital showing optimism, but it could just be large players creating fluctuations with low costs to lure retail investors into taking positions.
Who does the selling pressure come from? Most likely from early chips, teams, market-making funds, or even associated accounts within the exchange ecosystem. The most typical characteristic of these coins is that when they rise, you can't get a good price to chase, and when they fall, you can't sell, with slippage and liquidation waiting for you like traps.
Where's the opportunity? Only in short-term speculation during extreme emotional states, rather than long-term value investing. The real reversal conditions usually have only two: the project generates new demand, or the chips complete a turnover, volatility decreases, and the trend starts to 'look like a normal asset'. But most of these coins won't wait for that day; they are more like fireworks.
You can only invest money that you can afford to lose in these coins, and your position shouldn't exceed 5%. The entry point is not when KOLs shout out, but rather after a breakout with volume followed by a retest that doesn't break, or a secondary launch after a liquidation washout. Exiting is more important—when it rises to the point where your heart races, sell in batches, and don’t fantasize about 'doubling again'.
Coins like TRB and MYX are not necessarily trash projects, but their price movements often have little to do with the projects themselves, and are more determined by chip structure, liquidity depth, and capital manipulation.
The most frightening aspect of these coins is not their rapid rise, but rather that they rise 'like an opportunity'. They always create an illusion that as long as you get on board, you can double your investment. The harsh reality is that at the moment most retail investors jump in, they have already become the liquidity for someone else to offload.
So what money can be made from these coins? On the surface, it seems to be about narratives, products, and sectors, but the actual value capture is often very thin. Many of these coins do not have stable cash flow, nor is there real demand to support them; the on-chain usage and market cap are long-term mismatched. They can rise because of a small circulating supply, shallow depth, and high contract leverage, which means they can skyrocket with just a slight push. You might think it's capital showing optimism, but it could just be large players creating fluctuations with low costs to lure retail investors into taking positions.
Who does the selling pressure come from? Most likely from early chips, teams, market-making funds, or even associated accounts within the exchange ecosystem. The most typical characteristic of these coins is that when they rise, you can't get a good price to chase, and when they fall, you can't sell, with slippage and liquidation waiting for you like traps.
Where's the opportunity? Only in short-term speculation during extreme emotional states, rather than long-term value investing. The real reversal conditions usually have only two: the project generates new demand, or the chips complete a turnover, volatility decreases, and the trend starts to 'look like a normal asset'. But most of these coins won't wait for that day; they are more like fireworks.
You can only invest money that you can afford to lose in these coins, and your position shouldn't exceed 5%. The entry point is not when KOLs shout out, but rather after a breakout with volume followed by a retest that doesn't break, or a secondary launch after a liquidation washout. Exiting is more important—when it rises to the point where your heart races, sell in batches, and don’t fantasize about 'doubling again'.
'1 Dollar Filecoin': Under the AI computing power frenzy, is $FIL being mistakenly killed or experiencing chronic death?
Happy New Year to all the bosses! Wishing everyone a turnaround in 2026! Be awesome right away!
If you experienced the bull market of 2020-2021, you definitely remember the halo of Filecoin at that time.
At that time, it was called the 'king of decentralized storage', and many people considered it one of the projects closest to 'infrastructure' in the Web3 world. That feeling was very similar to early Ethereum—not because it was rising, but because it sounded important enough.
But fast forward to 2024-2026, and when FIL's price drops to around 1 dollar, you suddenly realize: the market no longer sees it as the 'future', but as a 'historical legacy project'.
If you experienced the bull market of 2020-2021, you definitely remember the halo of Filecoin at that time.
At that time, it was called the 'king of decentralized storage', and many people considered it one of the projects closest to 'infrastructure' in the Web3 world. That feeling was very similar to early Ethereum—not because it was rising, but because it sounded important enough.
But fast forward to 2024-2026, and when FIL's price drops to around 1 dollar, you suddenly realize: the market no longer sees it as the 'future', but as a 'historical legacy project'.
ETH Market Trend Judgment for Next Week
📌 Core Prediction Range (within 7 days)
≈ $2,100 – $2,270 (higher likelihood of consolidation bias) 
📌 Technical Conclusions
✔ High probability of sideways consolidation
✔ If a clear breakout occurs, a stronger trend may emerge next week
📌 Sentiment Factors
✔ Whales accumulating, quantitative funds have not fully withdrawn
✘ Overall market sentiment remains cautious
📌 Core Prediction Range (within 7 days)
≈ $2,100 – $2,270 (higher likelihood of consolidation bias) 
📌 Technical Conclusions
✔ High probability of sideways consolidation
✔ If a clear breakout occurs, a stronger trend may emerge next week
📌 Sentiment Factors
✔ Whales accumulating, quantitative funds have not fully withdrawn
✘ Overall market sentiment remains cautious
Bitcoin Market Insights and Macro Logic from February to March 2026
If we say that the halving in 2024 is the prelude, the frenzied bull market in 2025 is the climax, then the early spring of 2026 is more like a 'cleansing' and 'rebuilding' against irrational prosperity.
As of mid-February, the price of Bitcoin fluctuated between $65,000 and $71,000, nearly halving from the peak in the fourth quarter of last year. Market sentiment has awakened from the 'eternal bull market' illusion at the beginning of the year, shifting towards a deep reflection on macro liquidity tightening, institutional deleveraging, and the evolution of technical paths. This article will deeply analyze the short-term market of Bitcoin and the mid-to-long-term logic in conjunction with the current global macro context, industry core variables, and technical trends (February-March 2026).
As of mid-February, the price of Bitcoin fluctuated between $65,000 and $71,000, nearly halving from the peak in the fourth quarter of last year. Market sentiment has awakened from the 'eternal bull market' illusion at the beginning of the year, shifting towards a deep reflection on macro liquidity tightening, institutional deleveraging, and the evolution of technical paths. This article will deeply analyze the short-term market of Bitcoin and the mid-to-long-term logic in conjunction with the current global macro context, industry core variables, and technical trends (February-March 2026).
The Amazing Cryptocurrency Simulator
If we consider the global financial system as a huge simulator, then cryptocurrency (Crypto) is undoubtedly the subsystem with the most extreme parameters, the most random disturbances, and the fastest feedback loops. In this simulator, the flow of time is accelerated by ten or even a hundred times.
Here, we often quote Tolstoy's famous saying at the beginning of (Anna Karenina), but we need to slightly adjust it: 'Successful traders each have their own fortune and path, while the losers who face liquidation struggle in the same human quagmire.'
In this simulator, every entrant runs their own instance. Some have turned it into a 'single-player' technical practice, while others are immersed in the 'multiplayer' shouting and following trends. But no matter how you define your role, the ultimate outcome seems to have been written in the initial code.
Here, we often quote Tolstoy's famous saying at the beginning of (Anna Karenina), but we need to slightly adjust it: 'Successful traders each have their own fortune and path, while the losers who face liquidation struggle in the same human quagmire.'
In this simulator, every entrant runs their own instance. Some have turned it into a 'single-player' technical practice, while others are immersed in the 'multiplayer' shouting and following trends. But no matter how you define your role, the ultimate outcome seems to have been written in the initial code.
Twilight of the Gods and the Difficult Birth of a New Order: The Involution Dilemma of Ethereum Layer 2 and the Path to Breakthrough
From 2024 to 2025, with the complete formation of the 'four kings' pattern of Arbitrum, Optimism, Starknet, and ZKsync (formerly zkSync), as well as the successive landing of challengers like Blast, Manta, Scroll, and Linea, the Ethereum Layer 2 track has superficially completed a 'great leap' in infrastructure. However, looking back at the beginning of 2026, this expansion movement, which cost hundreds of billions of dollars and mobilized the world's top cryptographic talents, has not brought about the mass adoption of Web3 as hoped.
On the contrary, the Layer 2 track has fallen into an unprecedented 'involution trap': liquidity has been fragmented into islands by thousands of chains, and the VC coin model of high valuation and low circulation has been voted down by the secondary market. The technical narrative appears pale and powerless in the face of the reality of lacking killer applications. This article aims to reveal the deep structural contradictions in the current development of new Layer 2 public chains and explore how Layer 2 can shift from 'expanding for the sake of expansion' to a true business closed loop in a market of existing games.
On the contrary, the Layer 2 track has fallen into an unprecedented 'involution trap': liquidity has been fragmented into islands by thousands of chains, and the VC coin model of high valuation and low circulation has been voted down by the secondary market. The technical narrative appears pale and powerless in the face of the reality of lacking killer applications. This article aims to reveal the deep structural contradictions in the current development of new Layer 2 public chains and explore how Layer 2 can shift from 'expanding for the sake of expansion' to a true business closed loop in a market of existing games.
"Asymmetric Opportunities" in a Bear Market: Taking Aster as an Example, Discussing How Cryptocurrency Investors Participate in New Cycle Infrastructure Projects
Since the fourth quarter of 2025, the cryptocurrency market has once again entered a typical "liquidity withdrawal period". On a macro level, the Federal Reserve has delayed its interest rate cut path against the backdrop of persistent inflation; on a regulatory level, the US SEC continues to advance enforcement actions against cryptocurrency intermediary institutions; on the blockchain level, the growth rate of stablecoins has slowed, and the trading volume and TVL of DEX have both receded. The marginal incremental funds brought by Bitcoin ETFs have not effectively overflowed to mid-to-long tail assets but rather reinforced the "siphon effect" of leading assets. In this environment, it is inevitable for the valuation of the vast majority of narrative-driven projects lacking real cash flow to revert.
The Storage Underbelly in the AI Computational Power Surge: The Dilemmas and Solutions of Decentralized Storage Using FIL (Filecoin) as a Sample
Introduction: After the explosion of AI, storage has instead become an 'invisible bottleneck'.
In the past two years, the narrative of the AI industry has almost been dominated by 'computational power': GPU, data centers, model parameter scale, inference costs, edge deployment... But behind computational power, one of the underlying resources that truly determines whether AI can continue to expand is storage. Training data, fine-tuning data, vector databases, model weights, multimodal assets, compliance archiving, log auditing—these contents will not decrease because models become stronger; instead, they will grow exponentially.
However, the real storage market is still firmly controlled by a few cloud giants. The large-scale production and use of AI data have exposed more contradictions in centralized storage models: cost, lock-in, censorship, cross-border compliance, data sovereignty, and the reliability and cost-effectiveness issues of long-term cold data storage.
In the past two years, the narrative of the AI industry has almost been dominated by 'computational power': GPU, data centers, model parameter scale, inference costs, edge deployment... But behind computational power, one of the underlying resources that truly determines whether AI can continue to expand is storage. Training data, fine-tuning data, vector databases, model weights, multimodal assets, compliance archiving, log auditing—these contents will not decrease because models become stronger; instead, they will grow exponentially.
However, the real storage market is still firmly controlled by a few cloud giants. The large-scale production and use of AI data have exposed more contradictions in centralized storage models: cost, lock-in, censorship, cross-border compliance, data sovereignty, and the reliability and cost-effectiveness issues of long-term cold data storage.
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