What needs work: - Chinese market: Only one US and one HK team member handling KOLs and APAC, no dedicated Chinese ops. When @Arya_web3 raised concerns about the event PR, it exposed the team’s lack of China market awareness. Props to the team for being open-minded though — we pulled an all-nighter to give them a crash course, and set up a group chat with all stakeholders. Hoping to see improvement soon. - Not enough alpha: Sui’s two-day event demoed a ton of official infra that’s already shipped — impressive stuff. But which of these are pre-TGE and open for participation? That part wasn’t clear enough — at least @BroLeonAus wasn’t satisfied.
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If comparing Irys with other veteran storage track players, one would find that Irys excels in "late mover advantage". Just like Newton's famous analogy in his letters, "standing on the shoulders of giants". Irys vs Filecoin Incentive Mechanism: Irys controls zone balance to ensure storage supply and miner rewards; Filecoin allows unlimited capacity commitment, leading to resource over-expansion Storage Flexibility: Irys supports short-term and permanent storage; Filecoin only provides short-term storage (maximum 540 days) Smart Contract Integration: Irys contracts can directly query and modify on-chain data; FVM cannot access storage data Pricing Model: Irys is linked to hard disk costs, with permanent storage estimated at $0.03; Filecoin has fluctuating pricing
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$SUI is building up for a big breakout towards a new ATH. Their TVL has hit a new ATH at $2.25B and the DEX Volume has done nearly $15B in the last month. Matter of time until a new price ATH, as there's a gap between price and TVL. Resistance becomes weaker --> breakout = new ATH.
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