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
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
Tongrun
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Filecoin has shifted from “mining-driven” to “application-driven”—the imminent first block reward halving is an important catalyst for this transition
In 2026, Filecoin is in a critical transition period, with its core logic shifting from “mining-driven” to “application-driven.” The upcoming first block reward halving is an important catalyst for this transition.
Key changes: the halving and optimization of the supply structure
Filecoin’s first block reward halving is expected to be triggered in October 2026. At that time, block rewards will drop from about 32 FIL to 16 FIL (only the simple minting portion is halved). More importantly, the early investors’ (SAFT) and the team’s 6-year linear vesting schedule—both of which end in sync with the halving—will combine to reduce the daily新增流通量 (newly circulating supply) from about 250,000 FIL to about 50,000 FIL, a decline of nearly 80%. This fundamentally alleviates the prolonged inflation sell-pressure that has persisted for years.
Key changes: the halving and optimization of the supply structure
Filecoin’s first block reward halving is expected to be triggered in October 2026. At that time, block rewards will drop from about 32 FIL to 16 FIL (only the simple minting portion is halved). More importantly, the early investors’ (SAFT) and the team’s 6-year linear vesting schedule—both of which end in sync with the halving—will combine to reduce the daily新增流通量 (newly circulating supply) from about 250,000 FIL to about 50,000 FIL, a decline of nearly 80%. This fundamentally alleviates the prolonged inflation sell-pressure that has persisted for years.
Tongrun
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Filecoin has shifted from “mining-driven” to “application-driven”—the imminent first block reward halving is an important catalyst for this transition
In 2026, Filecoin is in a critical transition period, with its core logic shifting from “mining-driven” to “application-driven.” The upcoming first block reward halving is an important catalyst for this transition.
Key changes: the halving and optimization of the supply structure
Filecoin’s first block reward halving is expected to be triggered in October 2026. At that time, block rewards will drop from about 32 FIL to 16 FIL (only the simple minting portion is halved). More importantly, the early investors’ (SAFT) and the team’s 6-year linear vesting schedule—both of which end in sync with the halving—will combine to reduce the daily新增流通量 (newly circulating supply) from about 250,000 FIL to about 50,000 FIL, a decline of nearly 80%. This fundamentally alleviates the prolonged inflation sell-pressure that has persisted for years.
Key changes: the halving and optimization of the supply structure
Filecoin’s first block reward halving is expected to be triggered in October 2026. At that time, block rewards will drop from about 32 FIL to 16 FIL (only the simple minting portion is halved). More importantly, the early investors’ (SAFT) and the team’s 6-year linear vesting schedule—both of which end in sync with the halving—will combine to reduce the daily新增流通量 (newly circulating supply) from about 250,000 FIL to about 50,000 FIL, a decline of nearly 80%. This fundamentally alleviates the prolonged inflation sell-pressure that has persisted for years.
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
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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.
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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