📦 Filecoin – Decentralized Storage: TVL, Quarterly Revenue & Roadmap F3/AI!

(Data updated to 07/2025 and is only basic information about the project to facilitate basic evaluation – Not investment advice)


1/ 🌐 Overview & position

- @Filecoin ($FIL ) is a decentralized storage platform, starting from IPFS, allowing anyone to rent memory and get paid in FIL.

- Q1/2025: 1.3 EB of data across 38 million storage contracts, down 13% QoQ; storage efficiency around 30% of total capacity 3.8 EiB.

- Market cap ~1.8 billion USD, FIL price around 2.78 USD; transaction volume ~109 million USD/day.

2/ 📈 Important milestones 06/2024–07/2025

- Q3/2024: Prepare for Fast Finality (F3) – reduce confirmation time from 7.5 hours to a few minutes.

- Q1’2025: Network v25 “Teep” launched (26/4/25): implementing F3, improving fees, supporting transient storage FEVM, simplifying the economics of SPs.

- Q2–Q3/2025: ProPGF – public goods funding grants, hackathon smart contract-based storage; Filecoin Plus expands useful data distribution.

- 07/2025: Connect with Fasila for media storage, release Singularity v0.6 and prepare for F3 officially activating FIPs (0097–0098–0100).

3/ 💸 Quarterly revenue

- Q1/2025: Total network revenue = 457k USD, down 65% compared to Q4/2024 (1.3M USD) – including base, batch, overestimation, and penalty fees.

- No public profit data; revenue from network fees – mostly burned or reinvested through FIP-100 converting fees to FIL and FIP-81 increasing collateral to enhance network economics.

4/ 🔬 Dev & DeFi Ecosystem

- F3 went live on 29/4/25: helps reduce finality time by 450x, improves interoperability and smart contracts on FEVM.

- PDP (Proof of Data Possession) launching Q1/2025: enables “hot storage,” reduces friction for businesses and AI applications, leveraging L2s like Basin, Akave, Storacha.

- AI models like Recall, Theoriq integrate Filecoin to ensure data proves transparency and anti-fraud.

5/ 🛣️ Roadmap / Future direction

- F3 Scale & stability (Q2–Q3 2025): bring Fast Finality to a Steady State, addressing bandwidth issues.

- Optimized PDP (mid–late 2025): attract hot storage and enhance data retrieval speed.

- ProPGF & Filecoin Plus: expand public goods funding, improve data quality on the network.

- AI & Archival Ecosystem: strengthen collaboration with Recall, AIWS, Internet Archive, Fasila… support Web3/AI/Web2 offline data preservation.

6/ ✅ & ⚠️ Opportunities – Challenges

✅ Fast Finality F3 + PDP – enhance hot/real-time storage capabilities, suitable for AI & enterprises.

✅ Economic improvements thanks to FIP-100/81 – approaching a deflationary model.

✅ Diverse applications (AI, archival, storage) and expanded DeFi storage.

⚠️ Low revenue & significant decline, network fees remain low (457k USD/quarter).

⚠️ Competition from AWS, GCP, Arweave, requires more financial transparency.


7/ 🧾 Conclusion

Filecoin is transitioning from a simple storage network to complex data infrastructure: fast, verifiable, enterprise-grade. The technical area (F3, PDP), tokenomics (FIP), and collaboration aspects (AI, archival) create a solid foundation. However, revenue and significant pressure from the cloud remain clear challenges in the current stage.

#Filecoin #DePIN #Storage #FastFinality #PDP #AIStorage #Web3 #FIL #ProPGF #F3 #decentralization

—

(Evaluated based on data up to 07/2025 and is only basic information about the project to facilitate basic evaluation – Not investment advice)