Just chose between $AR and $FIL .

Let’s look at the logic:

$DOGS orders haven’t moved, and $TON is also performing well today. Waiting for the next confirmation—I believe the results should be good.

Let me first talk about the decentralized storage sector. In the short term, over the next few days to March 1–3, I think the “pie” (the market) is more promising. The opportunity is still relatively significant.

Yesterday to today—when I saw the discussions on X about the decentralized storage sector, there were some thoughts there. Looking at the coin prices of $AR and $FIL, and comparing that with the surge in the U.S. stock storage sector, personally I think there’s a chance. Of course, DYOR.

Let’s expand on this below.

1. The storage sector in U.S. stocks that surged tenfold to dozens of times in a few months—does it have some comparability with the projects in the crypto decentralized storage track?

I think it does, in terms of correlation. It’s not exactly the same thing. The big surge in U.S. stocks’ storage is to support AI—mainly hot data storage. Previously, CPU and electricity were similar support capabilities.

As for decentralized storage in the crypto world—it's not like the kind of storage company in U.S. stocks that sells hardware and provides hot storage. Crypto decentralized storage projects are distributed and provide cold storage. Fundamentally, they emphasize decentralization and claim they’re cheaper (like $FIL says: permanent storage—the longer the storage time, the cheaper; and $AR is also framed around permanent storage).

So at this stage, based on what I mentioned above—the angle of AI enterprise data and data center hot storage—that doesn’t have much direct business relationship with crypto decentralized storage. Because at the current stage, AI enterprises’ storage needs are for speed, buying hardware, and stability.

2. Then the business isn’t directly aligned. Why did I say there’s some comparability?

I just retweeted something. The guy’s point was pretty good. You can treat this as MEME. Or you can think of it as an emotional spillover—where funds flow between U.S. stocks and crypto, and people trade the storage concept as a theme.

$AR and $FIL are old friends. In 2024, I remember $AR was already around more than ten dollars, even around 20 dollars. And FIL also dropped down to 6–7 dollars.

Back when the “pie” was at 5–7W, the small-cap projects didn’t dare to move. Even though “riding the concept” is a traditional skill in crypto, and it’s not just about storage—yesterday, wasn’t TON also announcing good news when the market was rebounding? It wasn’t announced when the market cap was 50–60K, right?

What I mean is: at this stage, the “pie” has held steady and is around 80,000, or hovering around 80,000.

That’s why $AR at 2.5 dollars and $FIL at 1.1 dollars are attractive for short-term speculation. It’s also reasonable. The KOLs who give the calls are also involved.

The conditions look fairly sufficient.

DYOR.

#晒出我的持仓收益#
#fil