Is Filecoin's head mine really fragrant?
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2020-07-20 02:47
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What do you think of the polarized Filecoin?

"Filecoin is the best project at present!" "Participating in Filecoin top mining can maximize returns."

"The launch of Filecoin's mainnet has been postponed again!" "Now when it comes to cloud computing power, the tiger turns pale."

Looking through several communities at random, there are two voices for Filecoin. One voice shouted that "Filecoin will bring huge benefits", and another voice worried that "Filecoin has too many uncertainties". There are also some people in the industry who maintain a neutral attitude towards Filecoin.

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Support incoming Filecoin

Andy, the founder of the open source mining pool: the prospect of Filecoin is the stars and the sea

  • Be optimistic about Filecoin for three reasons:

1. The central bank releases water, the traditional capital market cycle is superimposed on the Bitcoin cycle, and the encryption market in 2021 is likely to be a bull market. 2020 is very similar to the eve of the 2016 bull market. Filecoin is also very similar to Ethereum back then. There will be no new stories. There is a new bull market. Filecoin is the most promising project to become the bull market flag bearer in this time window;

2. Filecoin’s compliance is excellent. Both TON and EOS have been punished by the SEC to varying degrees. Filecoin is the first major project to use the saft protocol to raise funds; Filecoin will definitely launch Coinbase, and at the same time, all first-tier exchanges will grab it , such a project is already very valuable just for the shell;

3. Filecoin did not make micro-innovations that are not painful or itchy, but depicts a vision that is even grander than the blockchain. Looking at the currency circle, there is no big difference between 2020 and 2017 , but Filecoin can really bring new hope and new blood in. Moreover, if the blockchain is to be implemented, the decentralization of storage cannot be avoided. Filecoin is really hopeful that the basic application of storage can be decentralized. Storage is the most basic and the easiest business logic to be understood by computers.

4. Market education is in place. No project has such innate and historical conditions that it can be expected by everyone for 3 years before being listed on the exchange. Compared with Turing's complete world computer, the application of storage is more accessible to the people, and the popularity is naturally higher. Moreover, the circulation of FIL in the early stage is limited, and the mortgage demand exists objectively. For a long time, even if there is no storage demand, the supply will be less than the demand.

  • Understanding and prospect of Filecoin

In a word, Filecoin is a star project with its own model. It will first become the infrastructure of the blockchain, and secondly, it may become the new underlying infrastructure of the entire Internet. The current blockchain cannot store files, only transaction hashes, which also limits the wider and deeper application of the blockchain.

In the future, when the demand for storage and retrieval gradually increases, there will be more prosperous applications. It can be said that Filecoin is "the hope of the whole village". Before the decentralization of storage is realized, 99% of the blockchain landing is a lie.

The prospect of Filecoin is the stars and the sea. There will be many projects imitating Filecoin in the future, just like the current projects are imitating Ethereum. Even if Filecoin may become a pioneer, some underlying innovations brought by him, such as proof of replication and proof of space-time, will still make substantial contributions to the development of the blockchain, and will open up opportunities for those who are interested in truly contributing to the industry. new situation.

Shawn Wang Qingshui, founder of 1475Fund: Enter mining early, the advantage is more obvious

First, there is a positive correlation between the probability of FIL bursting blocks and the effective storage capacity, and the effective storage capacity takes time to accumulate. Second, after the launch of the main network, the effective storage capacity as the denominator continues to grow, and the effective storage capacity of a single machine is used as the numerator. From a long-term perspective, it is impossible to run faster than the growth rate of the entire network, and it will be continuously diluted. These two points determine that head mining not only has the first-mover advantage of time accumulation, but also the early-bird advantage of fewer early mining machines and small total storage capacity.

It is even more beneficial for miners. With 5PB major miners, 4 million incentive networks on six continents around the world, these tokens will be mapped to the main network and have the best liquidity; if miners can participate in incentives Network, maybe when the mainnet is launched, there is no need to spend additional money to buy coins as collateral, which will also save a considerable part of the cost.

Cryptocurrency industry analyst Lai Dong: Filecoin has great market potential and popularity

Filecoin is a rare project that is spontaneously promoted by a large number of communities and miners. At the same time, a large number of investors outside the circle have entered this field. In the first half of this year, many encryption practitioners are pressing Ethereum 2.0, DeFi, CeFi lending, option contracts, etc., but in the end the market is biased towards Filecoin, helping it become the biggest hot project this year. Whether it is the sinking market or the so-called "elite" crowd, they are more or less paying attention to/discussing the progress of this project, which shows that it has relatively large market potential and popularity at present.

Although there has been a delay again from the Filecoin testnet reward stage, it is actually a good opportunity. As a retail investor, you can consider allocating 1~5% of the total assets in advance, and enter Filecoin's cloud computing power to do some anticipation layout, or wait for the testnet rankings to be selected based on the comprehensive capabilities of each provider.

As for Filecoin futures, due to the high prices on some exchanges, it is no longer suitable to enter the market blindly from the perspective of trading logic. This is mainly because there will always be some uncertainties in the project before the mainnet goes live, and The value basis of the main network token futures mainly lies in investors' expectations and judgments on the future of the project. Therefore, as a secondary investor who has just entered the market, he can decide whether to enter the market according to the data growth and stability within a week after the mainnet goes live.

Whether an industry has the possibility of long-term growth depends first on whether relevant policies will support it, and secondly whether there will be a steady stream of newcomers entering the industry. At present, there is still a certain degree of clarity in the policy on hardware mining. Miners in at least some areas can carry out legal mining under the requirements of local policies, and relevant industrial parks can also build new Filecoin mines, or Existing bitcoin and ethereum mining farms are going to be transformed.

And in 2020, there will be a lot of newcomers entering the sinking market, including some young people engaged in Filecoin-related work. Compared with 2019, the scope of contract transactions, cloud exchange services, fund investment, etc. There is clearly a lot of concentration, which helps the unique project's aura to amplify and thus be recognized.

Lightnet CTO Miao Kai: Filecoin may gain huge benefits, investing in mining is a better choice

My opinion on Filecoin is this:

1) First of all, IPFS is a very innovative leading project in the application of blockchain technology to the field of network storage, and it has won the support of many institutions, which is a very, very good thing for the entire industry;

2) Filecoin, as the main token in the IPFS ecosystem, carries the experiment of the decentralized economic model in the field of blockchain storage, and it is possible to obtain huge profits (the DeFi field like Compound earlier this year was smaller and more vertical The case has already made huge gains);

3) Before the official website team started Filecoin, there was already a lot of social idle capital including some circle capitals that had already started to intervene in this ecology. New individual investors need to distinguish the source and authenticity of assets;

4) In view of the fact that IPFS is a mining ecology, the establishment and development of all mining ecology requires a rather long cycle, so investing in mining is a better choice than simply buying coins;

5) Because of too much capital and institutional attention, the layout of IPFS mining has actually become a capital-intensive matter so far, and it is necessary to fight for capital cost and capital efficiency, so more institutions are involved than individuals.

Sun Ming, Partner of Fenbushi Capital: The most powerful thing about Filecoin is to "get out of the circle"

The most powerful point of Filecoin is that it has achieved the "out of the circle", that is, out of the encrypted digital currency circle. Strictly speaking, Bitcoin has not yet entered the mainstream business world. Ethereum is close to simulating and reproducing a mainstream business world, but it has not yet completely "out of the circle", while Filecoin has completely embraced the real business world. Moreover, the concept of Filecoin is simple and easy to understand. Both traditional investors and people in the Crypto field can understand this emerging thing. In addition, Filecoin can properly balance the interests of all parties in the ecosystem, making it easy for all parties to reach a consensus.

As for how large Filecoin can grow in the future, it is still unknown. However, it is clear that the valuation model of Crypto is difficult to apply to Filecoin. Crypto's business model is speculative, which means that the above applications can have a high market valuation before they are fully implemented. Filecoin is more suitable for comparison with traditional mainstream business models, such as Alibaba Cloud, Baidu Cloud, Qiniu Cloud and even Xunlei, etc. The overall industry value of this market is very large, and Filecoin can get a certain proportion of the cake from it, which can reach a scale of tens of billions of dollars.

Wang Kexiang, BP of IPFS Force Zone: The whole project is attractive enough from all angles

We are still very optimistic about the Filecoin project. The vision proposed by the IPFS and Filecin projects does solve many of the current data storage pain points, and the entire project is attractive enough from all angles. At present, many people who are pessimistic in the market are those who had too high expectations for this project before. They hope that the technology and project can be completed overnight, and the attribute of speculation is relatively large. However, the official perfectionism style and the delayed mainnet challenged their patience.

For teams or individuals who have been involved in ecological construction and technical research for a long time, the delay of Filecoin's progress will not cause too much trouble.

Kimmy, KeyPool brand leader: Filecoin mainnet delay is not a bad thing

1. In the short term, the extension of Filecoin’s official mainnet will put some pressure on miners, especially miners who have invested heavily in the project in the early stage, and there will be pressure on equipment costs and sales.

2. But from a long-term perspective, the postponement of Filecoin’s launch is still good for the overall ecological construction, because it can give the official more time to fully test the whole process and optimize the code to protect the rights and interests of miners. For example, hackers recently exploited the code loopholes of Ravencoin to cause 300 million Ravencoin to be issued, and the losses caused were also borne by the miners. In order to avoid similar situations, we feel that Filecoin's official caution is still necessary.

Zhao Yi, Chairman of Whale Exchange: Whale Exchange has unique competitive advantages

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Neutral: View Filecoin rationally

Feierke CEO IPFS China evangelist Xie Dapao: long-term optimistic, short-term overheating

My opinion is that Filecoin is optimistic in the long run, at least the founder Juan Bennett, through the recent HackFs and other activities, and the integration of Filecoin with the Ethereum development library. The team takes a long-term view. Since Filecoin occupies the leading position in distributed storage, the current popularity situation is still relatively stable. So long-term bullish. But in the short term, everyone is a little too enthusiastic. The Filecoin code still has shortcomings in the early stage. I think everyone's high expectations will have some impact in the later stage. There is still a lot of room for optimization in the code, so don't be too idealistic.

Xu Kun, Chief Strategy Officer of OKEx: Think carefully before making a decision

There are also many teams working on mining machines and cloud computing power related to IPFS concepts. First of all, an objective fact is that the main network of filecoin has not yet been launched, and there will inevitably be some information asymmetry before it is launched. Judging from the current situation of the test network, I think that all mining machines should at least meet one of the needs of test network mining, but everyone still needs to do due diligence, understand the information clearly, and be responsible for their investment.

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Do not enter or enter Filecoin cautiously

Wolf God, co-founder of Wolf God Mining Machine: Filecoin stored "thunder" on the hardware, and the responsible party is vague

After the Filecoin mainnet goes online, it may be a mess. At present, there are good and bad mining machines in the whole network. When customers invest in hardware, they choose the cluster solution, and the project party with optimized software at the bottom layer. At present, the mortgage and punishment mechanism is relatively vague when the mining machine is sold. For example, I bought hardware, and after the mainnet is launched, who will issue the mortgage coins for the relevant computing power space?

FIL has a penalty mechanism. We bought equipment from some equipment providers and hosted it there. In the end, due to some problems, I was punished and the FIL coins were deducted. So who is responsible for the final deducted coins? These are issues that need to be clarified. It is biased for the mining machine to promote the return cycle without actual measurement.

Wang Chunhua, Co-Founder of Hufu: Rationally understand the "head mine", value investment looks at the long-term

The popularity of Filecoin's entire ecology is unquestionable, and the concept of grabbing the "top mine" is also a topic that many friends in the circle have discussed a lot recently. As a supporter of the IPFS ecology, every time I hear that everyone approves of Filecoin, I can't help showing my "uncle smile".

However, as an honest exchange, we still have to remind all users that no matter how popular the "first mine" is, the total amount is also fixed. The more people rob, the less they will actually get. This is inevitable. The main network of IPFS has not yet been launched, and the current futures trading prices of various exchanges are also difficult to use as the future FIL price gauge. Each participant will have a different judgment on the future price trend. With the launch of the main network, the share of investment in the primary market will also be linearly unlocked. According to past experience, when everyone puts super high value on the "head mine", it is the time when the pressure of selling is the heaviest. Who will take up such a high selling at that time?

So I would like to remind everyone that if you are optimistic about the IPFS ecology and the secondary market trend of FIL, you should still look at long-term value investment, instead of swarming to grab something at a specific point in time to be so-called "rich". , cautiously remind everyone of the high risks behind the high returns.

Big V in the currency circle: Filecoin is under too much pressure to sell

There are too many people competing for mining, and the token has not been launched for more than two years. There have been organizations selling mining machines in various forms. Countless mining machines have been sold, and the bubble is blowing. Those who participated in mining in the early stage may not be able to cover the cost, so most of the chips mined will be sold. Secondly, some people participated in private placement, which is also a potential selling pressure. Now the price of futures tokens on the exchange is very high, which is much higher than the cost of private placement, which will induce those private placement participants to cash out. They are all old leeks, and they will not be as aggressive in investment as new leeks.

Wan Hui, Founding Partner of Primitive Ventures: There is a serious imbalance in the popularity of domestic and foreign communities

The popularity of communities at home and abroad is extremely unbalanced, and smart players have transferred risks by selling futures and cloud computing power.

There are different opinions about Filecoin, the most important thing is to make your own judgment. After the Filecoin mainnet goes live, will you join the game?

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