Filecoin网络Q4 2024关键见解

底漆：Filecoin正在为数据服务建立一个市场，即第一个服务是存储，这是行星际文件系统（IPFS）的顶部。

Key Insights:

关键见解：

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

* Filecoin正在为数据服务建立一个市场，即第一服务是存储 - 在行星际文件系统（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使用的交易是根据提供商市场而不是固定定价的价格存储的。存储交易就像与服务水平协议（SLA）的合同一样，用户向提供商支付费用，以存储指定持续时间的数据。

* 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.

*为了确保数据的安全，Filecoin使用加密经济激励模型定期验证零知识证明的存储。为了激励存储提供商参与交易，Filecoin用该网络的本地令牌FIL奖励它们。如果存储提供商无法提供可靠的正常运行时间或对网络恶意采取行动，则将削减。

* 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.

*要检索数据，Filecoin用户向检索提供商支付获取数据。与涉及交易的存储交易不同，取回交易使用付款渠道来解决付款范围，以更快地检索。

* 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.

*除了存储和检索外，Filecoin旨在提供一个开放市场，在该市场中，可以签约计算功率以运行数据，从而为传统的集中式系统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.

启用Compute -Over -DATA服务的关键协议升级包括智能合约（Filecoin Virtual Machine -FVM）和缩放（行星际共识-IPC）。 FVM于2023年3月推出，带来了以太坊风​​格的智能合约，以使Filecoin上的新用例，包括令牌租赁，永久存储和计算。

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网络主要用于由两个方面的数据分解：存储用户（例如，企业，协议和Web3应用程序）和存储提供商（例如，区块链矿工和硬件提供商）。存储用户在网络的本地令牌（FIL）中支付存储提供商，以存储数据。

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，通过主动交易将大约1,500 PIB存储在Filecoin网络上。这比上一季度下降了9％，表明对企业采用和高价值存储解决方案的战略枢纽。通过长期保留和存储交易的货币化，重点转向了更可持续的需求模型。

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.

利用率与容量：Filecoin的储存利用率在第4季度2024年略有32％，高于上一季度的31％。这种增加主要是由13％的原始字节存储容量从4.8 EIB减少到4.2 EIB。相比之下，需求没有显着变化，积极的交易仍为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.

与其他区块链网络相比，这种利用率相对较低。但是，重要的是要注意，Filecoin的存储模型专为长期数据归档而设计，可满足法律和合规要求等用例，从而使高利用率降低。

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.

随着经济激励措施的变化，存储容量的下降可以归因于较小的提供商退出网络，从而导致活跃存储提供商降至第4季度2024年第4季度的1,900，从第三季度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.

该网络现在优先考虑企业采用，AI数据解决方案以及与Destor，Seal和Filecoin Web服务等服务的合规存储，旨在为传统集中式系统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.

客户：根据Messari的分散存储网络指南，Filecoin旨在为企业和开发人员提供冷藏解决方案（例如，档案和恢复）。

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上的服务提供商Dessor将客户与存储提供商联系起来，并与QAMCOM DDS合作，以增强其服务的安全性，鲁棒性和可扩展性。该合作伙伴关系包括Yaypal等数据客户，Web3游戏工作室拥有超过500,000个用户，以及AI营销分析平台Fieldstream。

Examples of other client solutions:

其他客户解决方案的示例：

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

除了冷藏之外，其他努力是由灯塔，肋骨，检索和弗拉门戈等的储存解决方案驱动的。

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个客户登上数据集，比上一季度增长了10％。其中，有751个客户登上了大型数据集（超过1,000个TIB），这反映了对企业规模分散存储的需求不断增长。作为华夫饼升级的一部分，FIP-0092进一步加速了这种增长，这有助于通过实施非相互作用的复制证明（NI-Porep）来减少新存储提供商的进入障碍。这种升级提高了证明效率，降低了计算成本，并增加了新的存储提供商的可访问性，从而扩大了网络的存储容量并促进了较大数据集的入门。

The File

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