Views & Research
on Filecoin
This is a growing collection; new content is added regularly.
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Money Manager Views
"Without data, an AI [model] can’t learn. If the data is compromised due to a single-point of failure, or the central data storage entity changes access rights or its prices, an AI [model] that is dependent on that storage entity will cease to be. It is an existential risk, which is why I argue that AIs must use a decentralized storage solution... That is why the decentralized data storage network powered by FIL is a must-have for the burgeoning AI economy.”
"The largest decentralised data storage project by storage capacity and total bytes of data stored is Filecoin (FIL). Filecoin is particularly appealing because it has been around for a few years and is already storing a large amount of data."
"This is the true power and benefit of Filecoin - its ability to separate software from hardware. While in the traditional cloud model, clients are constrained to a single provider, in this new model, applications, software and data can be distributed across different hardware sources, ranging from the client’s proprietary infrastructure to smaller outsourced providers or even major platforms like Amazon. Filecoin breaks walled gardens and introduces a composable platform."
“[The FVM] facilitates the explosion of smart contracts activity on top of FIL... following the FVM launch [the activity] has exploded.”
“The natural pairing [of storage and compute] can add additional commercial activity to flow through the Decentralised Storage Network while opening up new use cases. The launch of the FEVM makes many of these possible and will make the storage space much more interesting and competitive.”
“Filecoin emerges as a meaningful ecosystem on par with Ethereum and Solana in terms of legitimacy.”
“I see Filecoin being a superset of Arweave with the FVM - it gives you infinitely more ways to parametrize; Filecoin is vastly more configurable than Arweave.”
“Filecoin has the potential to become the premier storage network in the modern internet era and with the FVM and supporting infrastructure like Medusa and Bacalhau, I can see a lot of scope for high-quality growth in the Filecoin ecosystem.”
Selected Readings
Filecoin Reports Archive
Select by Type or Topic Areas
The Future of Composable Data
Decentralized Storage
Lightshift
Filecoin – Your Guide To The Opportunity In The Key Building Block of Web 3.0
Decentralized Storage
Holon Investments
CryptoEcon Series: Investigating FIL Circulating Supply
Filecoin Tokenomics
Messari
Decentralized Storage and Commerce in Web3
Decentralized StorageFVM
Zee Prime Capital
Comprehensive Report on Filecoin Virtual Machine (FVM)
FVM
Elixir Capital
Infra Brief: The Need for Stronger Server Infrastructure
DePIN
Messari
Why 2023 is a New Beginning for Filecoin
Initiation Overview Report
Blockcrunch
Filecoin (FIL): Dissecting storage market incentive
Filecoin Tokenomics
Coinbase Research
Empire Podcast: L2s Won’t Scale Ethereum | (01:01:33) Multicoin’s Bet on Filecoin
FVM
Multicoin Capital
Filecoin: An All Rounded Storage Solution For The Future
Initiation Overview Report
Palm Digital
The Essential Guide to Decentralized Storage Networks
Decentralized Storage
Messari
23 Blockchain Predictions for 2023 | Section on Filecoin
FVM
DARMA Capital
Why Decentralized Storage Based on Web3 Technology Will Ultimately Replace Many Public Cloud-Based Storage Services
Decentralized Storage
IDC
How are Web3 Infrastructure Protocols Trying to Capture Value?
DePIN
Messari
Using Crypto to Build Real World Infrastructure
DePIN
Messari
Demystifying Filecoin’s Revenue
Filecoin Tokenomics
Messari
Decentralized Storage: A Primer
Decentralized Storage
The Block
Filecoin Has It: An Ecosystem Overview
Initiation Overview Report
Messari
Analysis on Filecoin
State of Filecoin 2025
Dec 18, 2024
A retrospective on Filecoin’s 2024 progress and a look ahead at 2025’s key themes: Filecoin Web Services, Fast Finality, and new Value Streams.
From Storage to Intelligence: Exploring Filecoin’s Role in the AI Ecosystem
Oct 30, 2024
Explore the role of Web3 in the AI ecosystem by looking into innovative projects in the Filecoin ecosystem.
State of L2s on Filecoin
Oct 7, 2024
Explore the state of Layer 2 solutions on Filecoin, featuring innovations like Basin, Akave, and Storacha Network. Learn how these advancements are shaping the future of decentralized storage and data management.