#特朗普撤销农业产品关税 Can FIL still To da moon? Let's look at this set of data before concluding.

Let's first talk about the consensus basis—over 3.7 million addresses hold $FIL, which basically solidifies its leading position in the distributed storage sector. Compared to projects like AR, the user base is not on the same level.

Token economics is actually quite critical: the total supply is 2 billion pieces, with 793 million currently in circulation. The key point is that the project party and early investors still hold about 60 million pieces, which are expected to be unlocked within 11 months, after which the inflation pressure will significantly ease. Additionally, 110 million pieces are staked + 41 million pieces have been destroyed, which can be considered a reduction in circulation. 1,130 active nodes are supporting the entire network.

The actions from institutions are quite interesting: Grayscale currently holds 2.21 million FIL, and in a certain AI-themed fund, FIL accounts for 13.4% and is still being increased. The project team is also adjusting its direction—those ineffective storage solutions (reportedly accounting for 95%) from a few years ago have been eliminated, and now the focus is on real storage demands. After a period of elimination, the miner community has stabilized over the past six months.

In terms of price, after multiple rounds of inflation, FIL has stabilized at 2-3 dollars. If AI applications truly explode in 2026, storage demand will be a hard necessity, with hard drive manufacturers' orders already lined up until next year. The recent surge might have been institutions building positions, and the current pullback may be waiting for demand-side participants to enter. Based on the output speed after 11 months, the daily new miner coins are only around 60,000.

FIL under 2 dollars, if you are optimistic about the storage + AI line, is indeed a position worth paying attention to. The data is here, how to judge is up to each of you.