要让大家失望了,这个老币我又研究了一下,发现不太对,本以为AI上半场是算力,下半场是存储(算力产生的大量数据需要存储),然后发现FIL的存储价格对比中心化存储便宜的多,以为这里面会有巨大的需求产生ALPHA,但通过研究后发现FIL每TB存储价格价格虽然极低,但是去中心化的效率也是极低的,所以即便未来存储需求出现,也依然选择中心化存储,因为AI需要的是高效存储方式,而不是FIL这种死存储,当前FIL硬盘利用率仅30%,未能突破50%之前项目应该还只能算是空气阶段,2026年能溢出到FIL这边的存储需求是极其有限的,所以大概率不会有什么质的飞跃,这波整体来看还是死猫反弹,没什么真东西。摊手,再慢慢找吧。
AI相关的飞轮很可能出现在一些记忆层,那些能够记录每个人生活习惯,并让AI模仿你自动做事的项目会成为新的金矿。目前相关的crypto项目 $grass $sapien $recall ,我都没买,先观察一段
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