Congratulations to $BTC 11W, but the cottage season has become a cottage festival, seeing that the $ICNT storage project is online, take stock of the situation of the next #存储赛道:
1. The storage track is the narrative of the previous round, because $FIL as the leader of the storage track, brought about the wealth creation effect of the previous round, a lot of capital and dev have done storage projects;
2. The project of the storage track requires heavy asset investment, involving mining machines, consensus algorithms, data processing, economic models, etc., and the development cycle is very long, that is, the infrastructure is also the application of blockchain technology, the core revolves around the storage and extraction of hot and cold data, especially completed on the chain, the whole chain is very long, resulting in a contradiction between cost and efficiency, compared with traditional data storage solutions, there is no advantage, which may be a "falsified" track;
3. From the perspective of business model, I will provide storage space if you store data, which is a clear demand, but because of the hard requirements brought by data extraction and storage, how to attract real users to store it, and the extraction of hot data after storage are all relatively big problems. Cost is the biggest driving force!
4. Inventory of several typical storage projects: $FIL $AR $WAL $CESS $ICNT, are all financed with institutional funds, the valuation is relatively high, the market value of the newly launched currency $CESS $ICNT is lower than the valuation of the institutional round, there is almost no room for upside at present, the leading $FIL continues to reach new lows, and the better control is the storage project $WAL on the SUI, and other projects are expected to be online is a downward market, and you can find a position to short;
Poor miners and investors who bet on the storage track, the falsified track, and the asset-heavy projects should be cautious, in addition, the short-term and fast projects have the advantage of natural growth in the currency circle, I hope it's okay!
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