Filecoin網絡Q4 2024關鍵見解

底漆：Filecoin正在為數據服務建立一個市場，即第一個服務是存儲，這是行星際文件系統（IPFS）的頂部。

Key Insights:

關鍵見解：

* Filecoin is building a marketplace for data services—with the first service being storage—on top of the InterPlanetary File System (IPFS).

* Filecoin正在為數據服務建立一個市場，即第一服務是存儲 - 在行星際文件系統（IPFS）之上。

* Filecoin uses deals that price storage based on a market of providers instead of fixed pricing. A storage deal is like a contract with a service level agreement (SLA)—users pay fees to providers to store data for a specified duration.

* Filecoin使用的交易是根據提供商市場而不是固定定價的價格存儲的。存儲交易就像與服務水平協議（SLA）的合同一樣，用戶向提供商支付費用，以存儲指定持續時間的數據。

* To keep data safe, Filecoin uses a cryptoeconomic incentive model to regularly verify storage with zero-knowledge proofs. To incentivize storage providers to participate in deals, Filecoin rewards them with FIL, the network's native token. Storage providers are slashed if they fail to provide reliable uptime or act maliciously against the network.

*為了確保數據的安全，Filecoin使用加密經濟激勵模型定期驗證零知識證明的存儲。為了激勵存儲提供商參與交易，Filecoin用該網絡的本地令牌FIL獎勵它們。如果存儲提供商無法提供可靠的正常運行時間或對網絡惡意採取行動，則將削減。

* To retrieve data, Filecoin users pay a retrieval provider to fetch data. Unlike storage deals, which involve transactions onchain, retrieval deals use payment channels to settle payments offchain, to enable faster retrieval.

*要檢索數據，Filecoin用戶向檢索提供商支付獲取數據。與涉及交易的存儲交易不同，取回交易使用付款渠道來解決付款範圍，以更快地檢索。

* Besides storage and retrieval, Filecoin aims to offer an open market where compute power can be contracted to run over data, providing more efficient alternatives to traditional centralized systems.

*除了存儲和檢索外，Filecoin旨在提供一個開放市場，在該市場中，可以簽約計算功率以運行數據，從而為傳統的集中式系統提供更有效的替代方案。

Key protocol upgrades to enable compute-over-data services include smart contracts (the Filecoin Virtual Machine - FVM) and scaling (Interplanetary Consensus - IPC). The launch of the FVM in March 2023 brought Ethereum-style smart contracts to enable new use cases on Filecoin, including token leasing, perpetual storage, and compute.

啟用Compute -Over -DATA服務的關鍵協議升級包括智能合約（Filecoin Virtual Machine -FVM）和縮放（行星際共識-IPC）。 FVM於2023年3月推出，帶來了以太坊風​​格的智能合約，以使Filecoin上的新用例，包括令牌租賃，永久存儲和計算。

The Filecoin Network is primarily used to store data decentrally by two parties: storage users (e.g., enterprises, protocols, and Web3 applications) and storage providers (e.g., blockchain miners and hardware providers). Storage users pay storage providers in the network's native token, FIL, to store data.

Filecoin網絡主要用於由兩個方面的數據分解：存儲用戶（例如，企業，協議和Web3應用程序）和存儲提供商（例如，區塊鏈礦工和硬件提供商）。存儲用戶在網絡的本地令牌（FIL）中支付存儲提供商，以存儲數據。

Deals: In Q4 2024, around 1,500 PiB was being stored on the Filecoin Network through active deals. This marks a 9% decline from the previous quarter, indicating a strategic pivot toward enterprise adoption and high-value storage solutions. The focus shifted to more sustainable demand models with long-term retention and monetization of storage deals.

交易：在2024年第四季度，通過主動交易將大約1,500 PIB存儲在Filecoin網絡上。這比上一季度下降了9％，表明對企業採用和高價值存儲解決方案的戰略樞紐。通過長期保留和存儲交易的貨幣化，重點轉向了更可持續的需求模型。

Utilization vs. Capacity: Filecoin's storage utilization rose slightly to 32% in Q4 2024, up from 31% in the prior quarter. This increase was driven mainly by a 13% drop in raw byte storage capacity from 4.8 EiB to 4.2 EiB. In contrast, there was no significant change in demand, with active deals remaining at 1,500 PiB.

利用率與容量：Filecoin的儲存利用率在第4季度2024年略有32％，高於上一季度的31％。這種增加主要是由13％的原始字節存儲容量從4.8 EIB減少到4.2 EIB。相比之下，需求沒有顯著變化，積極的交易仍為1,500 PIB。

This utilization rate is relatively low compared to other blockchain networks. However, it's important to note that Filecoin's storage model is designed for long-term data archiving, catering to use cases like legal and compliance requirements, rendering high utilization less critical.

與其他區塊鍊網絡相比，這種利用率相對較低。但是，重要的是要注意，Filecoin的存儲模型專為長期數據歸檔而設計，可滿足法律和合規要求等用例，從而使高利用率降低。

The decline in storage capacity can be attributed to smaller providers exiting the network as economic incentives shifted, leading to a decrease in active storage providers to 1,900 in Q4 2024, down from 4,100 in Q3 2022.

隨著經濟激勵措施的變化，存儲容量的下降可以歸因於較小的提供商退出網絡，從而導致活躍存儲提供商降至第4季度2024年第4季度的1,900，從第三季度2022中的4,100下降。

The network is now prioritizing enterprise adoption, AI data solutions, and compliance-ready storage with services like DeStor, Seal, and Filecoin Web Services, aiming to provide more efficient alternatives to traditional centralized systems.

該網絡現在優先考慮企業採用，AI數據解決方案以及與Destor，Seal和Filecoin Web服務等服務的合規存儲，旨在為傳統集中式系統提供更有效的替代方案。

Clients: As per Messari's guide on decentralized storage networks, Filecoin is geared toward providing cold storage solutions (e.g., archival and recovery) for enterprises and developers.

客戶：根據Messari的分散存儲網絡指南，Filecoin旨在為企業和開發人員提供冷藏解決方案（例如，檔案和恢復）。

DeStor, a service provider on Filecoin that connects clients to storage providers, partnered with Qamcom DDS to enhance the security, robustness, and scalability of its services. The partnership includes data clients like YayPal, a Web3 gaming studio with over 500,000 users, and Fieldstream, an AI marketing analytics platform.

Filecoin上的服務提供商Dessor將客戶與存儲提供商聯繫起來，並與QAMCOM DDS合作，以增強其服務的安全性，魯棒性和可擴展性。該合作夥伴關係包括Yaypal等數據客戶，Web3遊戲工作室擁有超過500,000個用戶，以及AI營銷分析平台Fieldstream。

Examples of other client solutions:

其他客戶解決方案的示例：

Beyond cold storage, other efforts are driven by storage solutions from Lighthouse, RIBS, Retriev, and Flamenco, among others.

除了冷藏之外，其他努力是由燈塔，肋骨，檢索和弗拉門戈等的儲存解決方案驅動的。

As of the end of Q4 2024, 2,263 clients onboarded datasets on Filecoin, marking a 10% increase from the previous quarter. Of these, 751 clients onboarded large datasets (over 1,000 TiB), reflecting the growing demand for enterprise-scale decentralized storage. This growth was further accelerated by FIP-0092, introduced in Q3 2024 as part of the Waffle upgrade, which helped reduce entry barriers for new storage providers by implementing Non-Interactive Proof of Replication (NI-PoRep). This upgrade enhanced proving efficiency, lowered computational costs, and increased accessibility for new and existing storage providers, expanding the network's storage capacity and facilitating the onboarding of larger datasets.

截至第4季度2024年底，Filecoin上有2,263個客戶登上數據集，比上一季度增長了10％。其中，有751個客戶登上了大型數據集（超過1,000個TIB），這反映了對企業規模分散存儲的需求不斷增長。作為華夫餅升級的一部分，FIP-0092進一步加速了這種增長，這有助於通過實施非相互作用的複制證明（NI-Porep）來減少新存儲提供商的進入障礙。這種升級提高了證明效率，降低了計算成本，並增加了新的存儲提供商的可訪問性，從而擴大了網絡的存儲容量並促進了較大數據集的入門。

The File

文件