一览Filecoin2024年下半年社区路线图

Odaily星球日报Pubblicato 2024-09-27Pubblicato ultima volta 2024-09-27

Introduzione

涵盖存储应用、WebЗ工具和成长三大方面

原文作者:Filecoin Network

一览Filecoin2024年下半年社区路线图

一、存储应用

将 DePIN、计算、存储和人工智能网络引入 Filecoin,作为 L2 和集成的平台。

  • Basin 公共测试网(用于 DePlN+Compute+Al 网络)

  • Filecoin+lPC 上的 Akave Alpha L2具有热存储功能,可为计算和人工智能网络带来链上数据湖

  • 作为 Filecoin+IPC 上的 L2 启动(用于社交/游戏/媒体)EO Q3推出 Storacha 热存储测试网

二、WEBЗ 工具

让 Filecoin 成为web3 的基础存储层,支持热数据和快速检索。

  • Filecoin 互操作的 F 3 (Filecoin Fast Finality)和桥接(在 n v2 3 中测试软启动,在 n v2 4 中激活)

  • Fi l0 z 去中心化数据聚合和引入智能合约的 POC ,相关博客文章和演示即将推出

  • 跨链支付智能合约 :支持 Ethereum Homestead 和 ElP-155 Tx-增加钱包支持(n v2 3)

  • 数据所有权证明 (PDP),解锁 Filecoin L1上的新热存储基元 —— 实现热数据加载/检索

  • Filecoin Web Services (FWS) MVP 支持 Filecoin L1 和 L2上的 PDP 和 ex 检索服务

三、成长

扩大 Filecoin 经济和社区

  • FilDev 泰国峰会@ Devcon & LabWeek

  • Nl - PoRep 为即将激活的扇区解锁无需信任的封装即服务(n v2 3)

  • CID Gravity 已将 Filecoin 作为 NextCloud V 的后端推出

  • Ramo 推出了近线 perf 存储容量,感觉就像在使用 S 3 

  • Curio 将推出 SupraSeal,从而提高存储提供者的性能

  • 第二轮 Fil- RetroPGF 融资将进一步刺激 Filecoin 资助(9 月至 10 月)

  • SecuredFinance 将推出 FlL 支持的锚定美元的稳定币(四季度)

Letture associate

Who Will Make Money in the Age of Agents?

Who will capture value in an era where AI Agents become the primary blockchain users? Existing crypto value capture theories assume human users. "Fat Protocols" (2016) posited that protocols capture the most value as applications commoditize on open data, but this weakened as blockchain infrastructure proliferated and became interchangeable. The emerging "Fat Apps" theory argues applications capturing user relationships (like wallets and aggregators) win by controlling distribution and monetizing user flows. Agents fundamentally disrupt this logic. They don't value UX, brand, or convenience, bypassing the front-end moats of fat apps. This leads to several possible futures: 1. **"Headless" Apps**: Current app leaders (e.g., wallets) strip their front ends and become API infrastructure for Agents, preserving their value capture. 2. **Protocol Renaissance**: If integration is easy, Agents skip aggregators and interact directly with protocols, reviving the fat protocol thesis. 3. **Pricing Power Collapse**: Agents' rational, frictionless price shopping could commoditize the entire stack, compressing margins toward cost. Value flows to Agent owners or end-users. 4. **Unprecedented Activity**: Agents could enable entirely new, high-frequency economic activity (e.g., machine-to-machine commerce), expanding the total value pie. 5. **A New, Unnamed Model**: As with the internet's attention economy, a novel, unforeseen business model may emerge. Likely, human and Agent ecosystems will coexist with distinct value capture dynamics. For builders in the Agent realm, the key question shifts from UX to competitive advantages like liquidity, latency, or settlement guarantees that retain automated users.

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Who Will Make Money in the Age of Agents?

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What Did Duan Yongping Buy in 2026? From a Small Position in Circle to Heavy Allocations in AI, a Breakdown of the Latest Holdings and New Market Signals

Summary: Duan Yongping's investment portfolio adjustments in Q1 2026, revealed via the H&H International Investment 13F filing, signal strategic shifts towards AI, consumer tech, and emerging digital finance. The total portfolio value reached approximately $20 billion, with high concentration in the top 10 holdings. Key new U.S. positions include a significant initial stake in Tesla (3.41 million shares) and smaller, exploratory positions in AI-focused companies like Palantir, Snowflake, and Synopsys. Notably, a small, new position in Circle (200k shares) marks his first entry into the crypto-related space, specifically targeting compliant stablecoin infrastructure. Major additions were made to existing core holdings: Nvidia (position nearly doubled), Pinduoduo, and Berkshire Hathaway. Apple remained the largest holding, though slightly reduced. Positions in Alibaba, ASML, and CoreWeave were liquidated. In the Hong Kong market, a pivotal move was the complete replacement of China Shenhua Energy with a position in Pop Mart. This highlights a strategic expansion into the Z-generation IP and emotional consumption sector, reflecting confidence in the founder and the brand's long-term potential. Overall, the adjustments demonstrate Duan's ongoing investment philosophy: focusing on "good businesses" with strong leadership, while cautiously expanding his circle of competence into high-growth areas like AI and new consumer trends through initial small positions and portfolio rebalancing.

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What Did Duan Yongping Buy in 2026? From a Small Position in Circle to Heavy Allocations in AI, a Breakdown of the Latest Holdings and New Market Signals

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944 Totale visualizzazioniPubblicato il 2024.12.11Aggiornato il 2025.03.21

Come comprare FIL

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