My thesis for buying is simple:
First, the network is going through a major upgrade, which could strengthen its fundamentals.
Second, has been steadily increasing its holdings. Even after a ~99% drawdown, continued accumulation suggests long-term conviction.
Third, the AI boom in 2026 could drive massive demand for data storage. If that plays out, decentralized storage solutions like Filecoin may benefit due to cost efficiency.
That said, it’s still a high-risk asset—so position accordingly and always do your own research.