Filecoin (FIL)

I’ve been digging deeper into the memory trade in crypto

Micron, SK hynix, Samsung etc have already had Goliath runs off the AI memory thesis, but the crypto version of the trade still feels under-researched and barely repriced

Our Khala post below explains why this matters; AI agents don’t just need bigger context windows, they need memory that can be trusted, verified and carried across platforms

That is why Walrus Memory is interesting; we sat down with the Mysten Labs (Sui) + Walrus teams to understand how onchain memory can extend the AI memory stack with verification, portability, programmable access and provenance

While everyone is chasing equities, I think the asymmetric research is still hiding in beaten down crypto

Time to pay attention, particularly given the valuation gap:

It's become quite obvious after today that the institutions everyone said "weren't ready" are no longer watching from the sidelines anymore.

Fidelity International is moving onchain:

> @theo_network just allocated $20M into FILQ, becoming the first crypto-native platform to access Fidelity International’s tokenized fund.
> @chainlink is pricing the NAV.
> @jpmorgan is sourcing the data daily.

This is what credibility looks like inside the new financial system.

Every partnership announcement with a major institution make sthUSD and thUSD points more valuable.

If You Invested $100,000 In $FIL At Its March 2021 ATH... Today You'd Have Just $282

ATH: $238+
Today: ~$0.67
Total Loss: $99,718 (-99.72%)

One Of The Biggest Wealth Destructions In Crypto History.

A Costly Lesson Every Investor Should Learn?

@Filecoin https://t.co/H3cSfOTJnE