"The wind has finally blown to the storage track!" Since last Friday, the entire DePIN (Decentralized Physical Infrastructure) sector, especially the storage sub-sector, has taken off like a rocket: $ICP led the surge with a +141% increase over the week, followed closely by $FIL and $AR, which shot up by over 30% and 35% respectively within 24 hours. This is not a random pump, but a classic rotation of altseason—from meme/AI narratives to infrastructure, with explosive growth in AI data (training datasets, agent memory, permanent archiving) directly creating trillion-level demand. Traders on X are calling it the "2021 dinosaur coin revival," as whales rotate from ICP to FIL/AR, with trading volume skyrocketing from 1B to over 5B. Below, I will break down the logic, data, and technical aspects of this explosive rally to help you understand how to play (DYOR, not investment advice).
1. Rotation background: Why is the wind blowing towards storage?
DePIN season + AI tailwind: Storage is not a new story, but now it's a perfect storm. The global cloud storage market is expected to reach 137 billion USD by 2025, growing 22% annually, while AI model training requires massive immutable data (think OpenAI/NVIDIA datasets). Centralized clouds (like AWS) frequently experience interruptions, DePIN offers cheap, censorship-resistant alternatives. ICP's Caffeine AI agent launch directly ignited (+36% intraday high $12), driving the entire on-chain storage narrative. The X community (like @aixbt_agent) points out that AI agents need 'verifiable memory', with permanent storage demand surging 85% CAGR.
Sector linkage: ICP as 'full-stack storage + computation' takes the lead, FIL/AR follow. $ZEC and other old coins also recover, altcoin index rises from 41, Fear & Greed reaches 36. Messari's (2025 Crypto Theses) emphasizes, storage utilization +30%, F3 upgrade will increase TPS by 100x.
2. Overview of the three brothers' data explosion (as of 2025/11/07 morning)
FIL ~2.05 USD +30.4% 480 million USD enterprise storage + FVM smart contracts 'FIL mirrors ICP breakthrough'
ICP ~11.50 USD +141.3% 1.2 billion USD AI agents + on-chain computation 'ICP supply shock, 50% staked lockup'
AR ~5.27 USD +62.3% 320 million USD | Permanent archive + AO calculation layer 'AR is like the BTC version of storage, AI twins go live'
FIL: Exploded from 1.48 support to 2.05, MACD golden cross, RSI 47 (neutral to bullish). Network utilization 32% (+20% QoQ), Q2 revenue +162%, 3.8 EiB data archived (Smithsonian/Cardano backup).
ICP: Soared during the week, exchange supply ATH low + 50% locked, Caffeine AI boosts TVL.
AR: Rebounded from the low of 4+, 22B data items archived, ar.io integrated x402 payment.
3. Positive breakdown: What is pushing them to explode?
Technical upgrades combined with adoption: Grapevine v6 retrieval cost -99%, F3 quick finality +100x speed; FVM unlocks DeFi/AI market, 25M FIL already deployed. Partners: AethirCloud (AI cloud), SingularityNET (datasets).
ICP: Caffeine AI agents for memory storage, TPS 10K+, NVIDIA endorsement.
AR: Blockweave permanent model, AO layer drives developers; Irys competes but AR pricing is more stable.
Supply + macro: FIL unlock cliff in October 2026 will lead to deflation (daily burn > issuance); ICP supply shock is already evident; AR inflation is low. Overall: alt season, BTC stable at 70K+, institutional inflows into DePIN (Coinbase spot +182K).
Community sentiment: Summary 'Storage narrative reboot, the three musketeers take flight'; Comparison 'FIL cost king, AR permanent king'.
4. Risks and gameplay suggestions
Risk: Short-term retracement (FIL 1.65 support, AR 4.5), competition (Sia/Storj/Irys grabbing market share), inflation residual pressure. Macro: If BTC pulls back, alt rotation is fragile.
Outlook: Breaking through FIL 1.95/ICP 12/AR 5.5 could push to 2.3/14/6.5; long-term AI/DePIN bull, FIL target 30 (+381%), AR 34 high point. Rotation logic: ICP leads, FIL/AR follow, next wave SC/ROSE and others catch up.
How to play: Buy low at support, set stop-loss; track network metrics (FIL utilization >35% signal).
This wave of storage wind is blowing strong, FIL/ICP/AR exploding is just an appetizer—AI data tsunami is just beginning. The bull market waits for no one, hurry up and DYOR, charge! If you want to dig deeper into a specific coin's data, just let me know and I'll dig it up.
