In an environment where the bullish market weakens and the overall market no longer surges, many investors are looking for the “next wave of rising hotspots.” Currently, the storage zone has become a prominent area. Let’s break down this round of “storage counter-trend pump” from three key factors.
1. The release of application demand is becoming a reality.
Although traditional cloud service providers dominate the mainstream, decentralized storage is seen as the “future direction” due to its advantages of data security, resistance to censorship, and edge deployment. Recently, with the growth in demand for data, AI, and large models, the category of storage as an “infrastructure” has gained more attention. Taking AR as an example, its analysis mentions “the background of cloud service interruptions + the rising demand for decentralized storage alternatives.”
2. Capital rotation is biased towards the infrastructure zone.
When most coins in the market are weak in rising or the top coins have limited gains, funds will look for the next “undervalued zone” or a zone supported by themes. The storage zone has previously undergone a deep adjustment and has seen a decline in attention; this time, it has become the target for funds to “pick up bargains.”
3. Technology / Ecological events accelerate catalysis
In the blockchain world, simple rises are often difficult to sustain. If there are ecological events, technological breakthroughs, or protocol upgrades, it is easier to stimulate market interest. For example, in the analysis of AR, there is content related to its ecological activities driving it.
These three major factors work together to pave the way for the “storage zone against the trend pump.”
Next, let’s quickly look at the dynamics of three storage coins:
From these three points, we can see that a structure is forming where established coins lead and secondary tier coins follow the rise. However, it should also be noted that those with large increases carry greater risks of retracement.
For beginners, here are three practical suggestions:
The recent rise in the storage zone is not an isolated event, but the result of the combined effect of “demand release + capital rotation + technology/ecological catalysts.” The three coins FIL, AR, and STORJ represent different levels of this zone: the established leaders and the following secondary tier. For newcomers, understanding the direction of the zone, controlling their positions, and seriously understanding the corresponding projects are key to participation.
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