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Author: HUMBLE FARMER ARMY, encrypted researcher; Translation: 0xxz@作 作 作 作 作 作
A tokens, collecting AI, parallel computing and decentralization?And all tokens circulate?
Yes, you didn’t hear it right …
AR is a good example. It can indeed make new branches.
Arweave old thing
Arweave was established in 2017, and most of its time is a decentralized storage provider.Arweave’s vision is similar to Filecoin, which aims to replace centralized storage providers through a distributed computer network permanent storage file.
This storage product has achieved the success of all customers, and the network has steadily increased over time:
In fact, in the cooperation between Solana and Arweave, Arweave effectively served as all Solana status storage backups or “decentralized permanent data storage solutions for ledger data to ensure that the data can always be retrieved as needed.”
The decentralized storage agreement is also considered an important part of cryptocurrency X AI.With the emergence of AI, we need data sovereignty, data traceability, and increased storage needs. We discussed in detail in the closest Filecoin report.
Although AI’s narrative is interesting and can support AR tokens from the perspective of price, we believe that the latest AO computer development is more influential …
Arweave new narrative AO
On February 13, the Arweave team announced that AO was “overcourse computer”.
The AO computer is a parallel system to minimize the trust of Web 3 with the scalability and speed of the traditional web 2 computing environment.
AO should provide the experience similar to SOLANA and MOVE -based public chains …
Some commentators believe that the architecture will be better than the existing Web 3 architecture (such as Solana/Move), and it is very similar to the Web 2 system.
AO working principle architecture:
Another advantage of AO is that it can read/write data from Arweave.The combination of built -in storage with the next -generation parallel computing may bring some very interesting potential cases.
New use case
We have seen autonomous robots on the test website:
After careful design, the AO architecture can support independent intelligence use cases, and the application range can be seen from the tokens of the test network to the AI chat robot.AI models of machine learning and large -scale deployment may be another potential case.
Test network data is constantly influx, and AO -based teams have also emerged. For example, Liteseed is building a faster and better data upload method.
For AO, it is still in the early stage, but the potential is huge. From a market perspective, this has made AR began to re -priced from the middleware/storage provider to become a mature L1 ecosystem token.
Given that Filecoin has a Filecoin virtual machine, the launch of AO makes AR in a similar position as Fil in execution products.Although Filecoin is far ahead in storage indicators, this may still put pressure on valuation differences.
The growth of the underlying storage network, AI narrative, and the launch of AO are the root causes of AR very convincing.
AR’s potential favorable factor
In addition to these more basic driving factors, there are other supporting factors that make AR an attractive tokens.
AR supply is completely circulating, which means that all teams and investors tokens are liquidity, so there is no need to worry about unlocking problems or serious excess supply.
After talking with the funds in the industry, it is obvious that the supply of this token is not large (that is, no seller), and many large -scale off -site trading counters are either do not trade it or have no sales tokens.
We have seen major progress in the AR field. If more funds are interested in this story, this trend may continue.
Another potential catalyst in this area is Coinbase listing, because AR has not traded in Coinbase, nor is it a support assets for coinbase custody …
In the last point, with the launch of AO, many people who have been paying attention to Arweave will realize that the team is adopting different marketing methods, including brand promotion and high -quality marketing videos.
The Arweave team now “understands” from the perspective of narrative, which is a huge fulcrum.
