Tongrun
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Tongrun
Joining the Movement & Ecosystem Building.
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Tongrun
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A key step toward the most significant economic model reform in Filecoin
FIP-0118 (Solstice) proposal has officially been marked as Accepted, marking a crucial step in the most significant economic model reform in Filecoin’s history. The core of this proposal is to shift from “reward capacity supply” to “reward paid service demand,” and its specific impacts are as follows:
Key changes: three major reforms
Fully abolish Fil+
All newly sealed sectors will automatically receive a 10x Quality Adjusted Power (QAP). No application for DataCap or manual review will be required, fully addressing issues such as low efficiency and centralization under the old mechanism.
Block rewards split into three streams
Key changes: three major reforms
Fully abolish Fil+
All newly sealed sectors will automatically receive a 10x Quality Adjusted Power (QAP). No application for DataCap or manual review will be required, fully addressing issues such as low efficiency and centralization under the old mechanism.
Block rewards split into three streams
See translation
Tongrun
·
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A key step toward the most significant economic model reform in Filecoin
FIP-0118 (Solstice) proposal has officially been marked as Accepted, marking a crucial step in the most significant economic model reform in Filecoin’s history. The core of this proposal is to shift from “reward capacity supply” to “reward paid service demand,” and its specific impacts are as follows:
Key changes: three major reforms
Fully abolish Fil+
All newly sealed sectors will automatically receive a 10x Quality Adjusted Power (QAP). No application for DataCap or manual review will be required, fully addressing issues such as low efficiency and centralization under the old mechanism.
Block rewards split into three streams
Key changes: three major reforms
Fully abolish Fil+
All newly sealed sectors will automatically receive a 10x Quality Adjusted Power (QAP). No application for DataCap or manual review will be required, fully addressing issues such as low efficiency and centralization under the old mechanism.
Block rewards split into three streams
See translation
Tongrun
·
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Filecoin已从“挖矿驱动”转向“应用驱动”,即将到来首次区块奖励减半是这一转型的重要催化
2026年Filecoin正处于一个关键的转型期，其核心逻辑已从“挖矿驱动”转向“应用驱动”，而即将到来的首次区块奖励减半则是这一转型的重要催化剂。
核心变化：减半与供给结构优化
Filecoin的首次区块奖励减半预计在2026年10月触发，届时区块奖励将从约32 FIL降至16 FIL（仅简单铸造部分减半）。更重要的是，与减半同步结束的还有早期投资者（SAFT）和团队长达6年的线性解锁，两者叠加将使日新增流通量从约25万FIL骤降至约5万FIL，降幅近80%，从根本上缓解持续多年的通胀抛压。
生态转型：从挖矿到服务
Filecoin正从早期的“挖矿增长”转向“应用增长”：
真实存储需求落地
网络已与哈佛大学、NASA、CERN等机构合作，真实付费数据占比持续提升。
FVM生态拓展
Filecoin虚拟机（FVM）使网络具备可编程性，支持DeFi、数据DAO等应用，将FIL从存储支付凭证升级为生态核心通证。
AI数据存储刚需
AI大模型训练对海量、可验证、低成本存储的需求，是Filecoin最明确的需求增长点。
核心挑战与风险
尽管前景向好，FIL仍面临严峻挑战：
真实需求不足
超过95%的存储仍与补贴或测试数据相关，商业化落地速度仍需验证。
竞争激烈
面临Arweave、Storj等同类协议，以及AWS、阿里云等中心化巨头的压力。
监管不确定性
美国SEC对FIL的调查仍是悬而未决的风险。
总之
2026年是Filecoin从“投机性矿币”向“企业级数据基础设施”转型的关键窗口期。减半与早期解锁结束为网络提供了供给侧改革的契机，而AI数据需求的爆发则打开了需求侧增长的天花板。对于长期关注者，应聚焦于“真实付费存储订单量”和“企业级客户落地案例”这两个核心指标，而非短期价格波动。
素材来源官方媒体/网络新闻，内容仅供参考、学习、交流，请严格遵守所在地法律法规，本文不代表任何投资建议。
核心变化：减半与供给结构优化
Filecoin的首次区块奖励减半预计在2026年10月触发，届时区块奖励将从约32 FIL降至16 FIL（仅简单铸造部分减半）。更重要的是，与减半同步结束的还有早期投资者（SAFT）和团队长达6年的线性解锁，两者叠加将使日新增流通量从约25万FIL骤降至约5万FIL，降幅近80%，从根本上缓解持续多年的通胀抛压。
生态转型：从挖矿到服务
Filecoin正从早期的“挖矿增长”转向“应用增长”：
真实存储需求落地
网络已与哈佛大学、NASA、CERN等机构合作，真实付费数据占比持续提升。
FVM生态拓展
Filecoin虚拟机（FVM）使网络具备可编程性，支持DeFi、数据DAO等应用，将FIL从存储支付凭证升级为生态核心通证。
AI数据存储刚需
AI大模型训练对海量、可验证、低成本存储的需求，是Filecoin最明确的需求增长点。
核心挑战与风险
尽管前景向好，FIL仍面临严峻挑战：
真实需求不足
超过95%的存储仍与补贴或测试数据相关，商业化落地速度仍需验证。
竞争激烈
面临Arweave、Storj等同类协议，以及AWS、阿里云等中心化巨头的压力。
监管不确定性
美国SEC对FIL的调查仍是悬而未决的风险。
总之
2026年是Filecoin从“投机性矿币”向“企业级数据基础设施”转型的关键窗口期。减半与早期解锁结束为网络提供了供给侧改革的契机，而AI数据需求的爆发则打开了需求侧增长的天花板。对于长期关注者，应聚焦于“真实付费存储订单量”和“企业级客户落地案例”这两个核心指标，而非短期价格波动。
素材来源官方媒体/网络新闻，内容仅供参考、学习、交流，请严格遵守所在地法律法规，本文不代表任何投资建议。
See translation
Tongrun
·
--
Filecoin已从“挖矿驱动”转向“应用驱动”,即将到来首次区块奖励减半是这一转型的重要催化
2026年Filecoin正处于一个关键的转型期，其核心逻辑已从“挖矿驱动”转向“应用驱动”，而即将到来的首次区块奖励减半则是这一转型的重要催化剂。
核心变化：减半与供给结构优化
Filecoin的首次区块奖励减半预计在2026年10月触发，届时区块奖励将从约32 FIL降至16 FIL（仅简单铸造部分减半）。更重要的是，与减半同步结束的还有早期投资者（SAFT）和团队长达6年的线性解锁，两者叠加将使日新增流通量从约25万FIL骤降至约5万FIL，降幅近80%，从根本上缓解持续多年的通胀抛压。
生态转型：从挖矿到服务
Filecoin正从早期的“挖矿增长”转向“应用增长”：
真实存储需求落地
网络已与哈佛大学、NASA、CERN等机构合作，真实付费数据占比持续提升。
FVM生态拓展
Filecoin虚拟机（FVM）使网络具备可编程性，支持DeFi、数据DAO等应用，将FIL从存储支付凭证升级为生态核心通证。
AI数据存储刚需
AI大模型训练对海量、可验证、低成本存储的需求，是Filecoin最明确的需求增长点。
核心挑战与风险
尽管前景向好，FIL仍面临严峻挑战：
真实需求不足
超过95%的存储仍与补贴或测试数据相关，商业化落地速度仍需验证。
竞争激烈
面临Arweave、Storj等同类协议，以及AWS、阿里云等中心化巨头的压力。
监管不确定性
美国SEC对FIL的调查仍是悬而未决的风险。
总之
2026年是Filecoin从“投机性矿币”向“企业级数据基础设施”转型的关键窗口期。减半与早期解锁结束为网络提供了供给侧改革的契机，而AI数据需求的爆发则打开了需求侧增长的天花板。对于长期关注者，应聚焦于“真实付费存储订单量”和“企业级客户落地案例”这两个核心指标，而非短期价格波动。
素材来源官方媒体/网络新闻，内容仅供参考、学习、交流，请严格遵守所在地法律法规，本文不代表任何投资建议。
核心变化：减半与供给结构优化
Filecoin的首次区块奖励减半预计在2026年10月触发，届时区块奖励将从约32 FIL降至16 FIL（仅简单铸造部分减半）。更重要的是，与减半同步结束的还有早期投资者（SAFT）和团队长达6年的线性解锁，两者叠加将使日新增流通量从约25万FIL骤降至约5万FIL，降幅近80%，从根本上缓解持续多年的通胀抛压。
生态转型：从挖矿到服务
Filecoin正从早期的“挖矿增长”转向“应用增长”：
真实存储需求落地
网络已与哈佛大学、NASA、CERN等机构合作，真实付费数据占比持续提升。
FVM生态拓展
Filecoin虚拟机（FVM）使网络具备可编程性，支持DeFi、数据DAO等应用，将FIL从存储支付凭证升级为生态核心通证。
AI数据存储刚需
AI大模型训练对海量、可验证、低成本存储的需求，是Filecoin最明确的需求增长点。
核心挑战与风险
尽管前景向好，FIL仍面临严峻挑战：
真实需求不足
超过95%的存储仍与补贴或测试数据相关，商业化落地速度仍需验证。
竞争激烈
面临Arweave、Storj等同类协议，以及AWS、阿里云等中心化巨头的压力。
监管不确定性
美国SEC对FIL的调查仍是悬而未决的风险。
总之
2026年是Filecoin从“投机性矿币”向“企业级数据基础设施”转型的关键窗口期。减半与早期解锁结束为网络提供了供给侧改革的契机，而AI数据需求的爆发则打开了需求侧增长的天花板。对于长期关注者，应聚焦于“真实付费存储订单量”和“企业级客户落地案例”这两个核心指标，而非短期价格波动。
素材来源官方媒体/网络新闻，内容仅供参考、学习、交流，请严格遵守所在地法律法规，本文不代表任何投资建议。
Tongrun
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Filecoin’s advantages in AI log compliance
Under Article 12 of the EU (AI Act), high-risk AI systems must automatically generate logs with a minimum retention period of six months. This provision can be enforced starting August 2, 2026
From a compliance and infrastructure perspective, the implementation of this provision will elevate AI log storage from an “IT operations optional” item to a statutory obligation under strong regulatory oversight
Filecoin storage is already available for logs that need to exceed this requirement. It directly addresses the two most critical pain points enterprises face when dealing with EU regulation: cost and immutability (tamper-proof)
1. Why is “6 months” only a baseline?
Although (under the EU AI Act) Article 12 / Article 26 provide for a 6-month baseline retention period, in real-world enterprise compliance, log retention periods are often extended significantly:
From a compliance and infrastructure perspective, the implementation of this provision will elevate AI log storage from an “IT operations optional” item to a statutory obligation under strong regulatory oversight
Filecoin storage is already available for logs that need to exceed this requirement. It directly addresses the two most critical pain points enterprises face when dealing with EU regulation: cost and immutability (tamper-proof)
1. Why is “6 months” only a baseline?
Although (under the EU AI Act) Article 12 / Article 26 provide for a 6-month baseline retention period, in real-world enterprise compliance, log retention periods are often extended significantly:
Tongrun
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Filecoin aims to address the data challenges facing the field of artificial intelligence
For an AI model to be trained, perform inference, and maintain coherent context, it first needs a method to safely, completely, and long-term store data. Although centralized cloud providers offer storage services, they often make it difficult to clearly determine who actually controls the data, whether the data has been tampered with, or whether it will still be available when switching platforms.
Filecoin turns storage into a verifiable infrastructure: data is distributed across a decentralized network using content addressing. Storage providers must continuously prove that files remain intact and have not been altered. For AI, this means that training sets, inference logs, and agent memory are no longer locked to a specific cloud provider or model—they can be independently verified and retrieved.
As a result, Filecoin is increasingly seen as the foundational storage layer for AI “hot data” and “cold data”—not just another cloud storage service, but a system that ensures massive datasets are both persistently reliable and trusted by both machines and humans.
#FIL #Filecoin #AI #Web3
Source material: official media / online news. For reference, learning, and sharing purposes only. Readers should strictly comply with local laws and regulations. This article does not represent any investment advice.
For an AI model to be trained, perform inference, and maintain coherent context, it first needs a method to safely, completely, and long-term store data. Although centralized cloud providers offer storage services, they often make it difficult to clearly determine who actually controls the data, whether the data has been tampered with, or whether it will still be available when switching platforms.
Filecoin turns storage into a verifiable infrastructure: data is distributed across a decentralized network using content addressing. Storage providers must continuously prove that files remain intact and have not been altered. For AI, this means that training sets, inference logs, and agent memory are no longer locked to a specific cloud provider or model—they can be independently verified and retrieved.
As a result, Filecoin is increasingly seen as the foundational storage layer for AI “hot data” and “cold data”—not just another cloud storage service, but a system that ensures massive datasets are both persistently reliable and trusted by both machines and humans.
#FIL #Filecoin #AI #Web3
Source material: official media / online news. For reference, learning, and sharing purposes only. Readers should strictly comply with local laws and regulations. This article does not represent any investment advice.
Tongrun
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Filecoin storage capacity has already been deployed, no need to wait until 2027
60% is Samsung’s overall industry memory demand fulfillment rate at the beginning of 2026. Server memory is below 50%. According to the company’s Q1 earnings call remarks, this is because buyers have already started bidding for 2027 supply.
Filecoin’s capacity has already been deployed today—no need to wait until 2027.
Samsung Q1 2026 earnings report-related statements
At Samsung’s Q1 2026 earnings call, the head of Samsung’s memory business explicitly said:
Inventory is extremely tight, and available supply is far below customer demand.
“Our demand fulfillment rate is now at the lowest level in history.”
Filecoin’s capacity has already been deployed today—no need to wait until 2027.
Samsung Q1 2026 earnings report-related statements
At Samsung’s Q1 2026 earnings call, the head of Samsung’s memory business explicitly said:
Inventory is extremely tight, and available supply is far below customer demand.
“Our demand fulfillment rate is now at the lowest level in history.”
Tongrun
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Juan appears to be far from Filecoin, yet he is laying out a longer-term future for the entire ecosystem
I. Juan’s updates: from the “platform” to “planning for the future”
Although Juan appears to be far from Filecoin, he is actually laying out a longer-term future for the entire ecosystem.
1. In recent years, Juan’s publicly shared updates have focused on cutting-edge technology
In recent years, Juan has rarely discussed short-term market trends; instead, he has continued to deepen his work in cutting-edge fields such as AI, brain-computer interfaces, and life sciences.
Most of the people he engages with are front-line research practitioners—such as professors of neuroscience and founders of biotech—not crypto KOLs.
2. This is not “neglecting one’s proper business,” but a strategic upgrade
Juan’s core logic is to anticipate the storage needs for the vast surge of incremental data worldwide over the next decade.
Although Juan appears to be far from Filecoin, he is actually laying out a longer-term future for the entire ecosystem.
1. In recent years, Juan’s publicly shared updates have focused on cutting-edge technology
In recent years, Juan has rarely discussed short-term market trends; instead, he has continued to deepen his work in cutting-edge fields such as AI, brain-computer interfaces, and life sciences.
Most of the people he engages with are front-line research practitioners—such as professors of neuroscience and founders of biotech—not crypto KOLs.
2. This is not “neglecting one’s proper business,” but a strategic upgrade
Juan’s core logic is to anticipate the storage needs for the vast surge of incremental data worldwide over the next decade.
Tongrun
·
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Juan appears to be far from Filecoin, yet he is laying out a longer-term future for the entire ecosystem
I. Juan’s updates: from the “platform” to “planning for the future”
Although Juan appears to be far from Filecoin, he is actually laying out a longer-term future for the entire ecosystem.
1. In recent years, Juan’s publicly shared updates have focused on cutting-edge technology
In recent years, Juan has rarely discussed short-term market trends; instead, he has continued to deepen his work in cutting-edge fields such as AI, brain-computer interfaces, and life sciences.
Most of the people he engages with are front-line research practitioners—such as professors of neuroscience and founders of biotech—not crypto KOLs.
2. This is not “neglecting one’s proper business,” but a strategic upgrade
Juan’s core logic is to anticipate the storage needs for the vast surge of incremental data worldwide over the next decade.
Although Juan appears to be far from Filecoin, he is actually laying out a longer-term future for the entire ecosystem.
1. In recent years, Juan’s publicly shared updates have focused on cutting-edge technology
In recent years, Juan has rarely discussed short-term market trends; instead, he has continued to deepen his work in cutting-edge fields such as AI, brain-computer interfaces, and life sciences.
Most of the people he engages with are front-line research practitioners—such as professors of neuroscience and founders of biotech—not crypto KOLs.
2. This is not “neglecting one’s proper business,” but a strategic upgrade
Juan’s core logic is to anticipate the storage needs for the vast surge of incremental data worldwide over the next decade.
Tongrun
·
--
Juan appears to be far from Filecoin, yet he is laying out a longer-term future for the entire ecosystem
I. Juan’s updates: from the “platform” to “planning for the future”
Although Juan appears to be far from Filecoin, he is actually laying out a longer-term future for the entire ecosystem.
1. In recent years, Juan’s publicly shared updates have focused on cutting-edge technology
In recent years, Juan has rarely discussed short-term market trends; instead, he has continued to deepen his work in cutting-edge fields such as AI, brain-computer interfaces, and life sciences.
Most of the people he engages with are front-line research practitioners—such as professors of neuroscience and founders of biotech—not crypto KOLs.
2. This is not “neglecting one’s proper business,” but a strategic upgrade
Juan’s core logic is to anticipate the storage needs for the vast surge of incremental data worldwide over the next decade.
Although Juan appears to be far from Filecoin, he is actually laying out a longer-term future for the entire ecosystem.
1. In recent years, Juan’s publicly shared updates have focused on cutting-edge technology
In recent years, Juan has rarely discussed short-term market trends; instead, he has continued to deepen his work in cutting-edge fields such as AI, brain-computer interfaces, and life sciences.
Most of the people he engages with are front-line research practitioners—such as professors of neuroscience and founders of biotech—not crypto KOLs.
2. This is not “neglecting one’s proper business,” but a strategic upgrade
Juan’s core logic is to anticipate the storage needs for the vast surge of incremental data worldwide over the next decade.
Verified
Tongrun
·
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FIP-0118,Filecoin’s Most Significant Economic Model Reform in History
The FIP-0118 (Solstice) proposal has officially been marked as Accepted, marking a critical step toward the most significant economic model reform in Filecoin’s history. The proposal’s core is to shift from “rewarding capacity supply” to “rewarding paid service demand,” with the following specific impacts:
Key Changes: Three Major Reforms
Full Elimination of Fil+
All newly sealed sectors will automatically receive 10x quality-adjusted power (QAP). There will be no need to apply for DataCap or go through manual review, fully addressing issues under the old mechanism such as low efficiency and centralization.
Split Block Rewards into Three Streams
w1 (Consensus Stream)
Continue rewarding block producers, but the share will gradually decrease from 95% to 50%.
w2 (Service Stream)
An initial 5% of the reward stream will go to “Service Orchestrators,” rewarding the behavior of bringing in real, paying customers. This percentage may increase by 5% each quarter, provided that the on-chain Filecoin Pay transaction volume meets the requirement.
w0 (Burn Stream)
Rewards that do not meet service targets will be directly burned, creating a deflationary constraint.
Introduce New Governance Smart Contracts
Establish a “Weight Set Executor (SWA)” and a “Service Reward Executor (SRA)” to manage the allocation rules, along with a dedicated governance repository.
Key Time Milestones and Risk Notice
Current Status
The proposal is currently only Accepted, not yet deployed on the mainnet. The next steps require code development, audits, and validation on the testnet (Calibnet).
Estimated Timeline
The community broadly expects Calibnet to activate on September 10–11, and the NV29 mainnet upgrade on October 8; however, the official specific block height has not been finalized yet, and timing may shift depending on audit progress.
In Summary
At its core, the Solstice proposal is about shifting Filecoin’s incentives from “rewarding hard drives” to “rewarding business.” In the long run, participants with real data sources and customer capabilities will benefit fully, while models that rely solely on hardware and arbitrage will face challenges.
Source Material: Official media / online news. This content is for reference, learning, and communication only. Please strictly comply with the laws and regulations in your jurisdiction. This article does not represent any investment advice.
The FIP-0118 (Solstice) proposal has officially been marked as Accepted, marking a critical step toward the most significant economic model reform in Filecoin’s history. The proposal’s core is to shift from “rewarding capacity supply” to “rewarding paid service demand,” with the following specific impacts:
Key Changes: Three Major Reforms
Full Elimination of Fil+
All newly sealed sectors will automatically receive 10x quality-adjusted power (QAP). There will be no need to apply for DataCap or go through manual review, fully addressing issues under the old mechanism such as low efficiency and centralization.
Split Block Rewards into Three Streams
w1 (Consensus Stream)
Continue rewarding block producers, but the share will gradually decrease from 95% to 50%.
w2 (Service Stream)
An initial 5% of the reward stream will go to “Service Orchestrators,” rewarding the behavior of bringing in real, paying customers. This percentage may increase by 5% each quarter, provided that the on-chain Filecoin Pay transaction volume meets the requirement.
w0 (Burn Stream)
Rewards that do not meet service targets will be directly burned, creating a deflationary constraint.
Introduce New Governance Smart Contracts
Establish a “Weight Set Executor (SWA)” and a “Service Reward Executor (SRA)” to manage the allocation rules, along with a dedicated governance repository.
Key Time Milestones and Risk Notice
Current Status
The proposal is currently only Accepted, not yet deployed on the mainnet. The next steps require code development, audits, and validation on the testnet (Calibnet).
Estimated Timeline
The community broadly expects Calibnet to activate on September 10–11, and the NV29 mainnet upgrade on October 8; however, the official specific block height has not been finalized yet, and timing may shift depending on audit progress.
In Summary
At its core, the Solstice proposal is about shifting Filecoin’s incentives from “rewarding hard drives” to “rewarding business.” In the long run, participants with real data sources and customer capabilities will benefit fully, while models that rely solely on hardware and arbitrage will face challenges.
Source Material: Official media / online news. This content is for reference, learning, and communication only. Please strictly comply with the laws and regulations in your jurisdiction. This article does not represent any investment advice.
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