As the demand for blockchain storage enters a new phase, Arweave (AR), with its 'permanent storage' advantage, has become the focus of market attention. This report not only compares projects in the same field but also focuses on AR's key layout in the second half of 2025.
1. Core Layout Plan (Second Half of 2025)
1. Protocol Upgrade - Blockweave v2
Introduce tiered storage pools and redundancy checks, improving data retrieval efficiency by 20%;
Implement dynamic storage cost adjustments to optimize miner revenue models.
2. Ecological Funds and Developer Incentives
Establish a $50 million PermaGrant fund to support DApp and tool development;
Launch quarterly Hackathons to reward innovative storage solutions and visualization tools.
3. Partnerships with Major Companies
Achieve a pilot cooperation with Netflix to permanently store some library metadata in the Permaweb;
Continue to expand archival agreements with academic institutions (such as MIT, Oxford University).
4. Cross-Chain Compatibility and Bridging Solutions
Launch native Ethereum and Solana bridging contracts to support cross-chain writing to the Permaweb;
Integrate Chainlink Oracle to achieve data on-chain automation and verifiable timestamps.
5. Enhanced Community Governance
Release Ar-Governance proposal Framework to expand the voting rights of token holders;
Introduce on-chain proposal tracking dashboard to enhance decision-making transparency.
2. Comparison of Projects in the Same Field: AR vs FIL & STORJ
3. Application Value and Prospects
AR: With the efficiency improvement of Blockweave v2 and PermaGrant incentives, on-chain storage is expected to increase by 50% quarter-on-quarter in the second half of the year;
FIL: Long-term lease advantages, but cost fluctuations raise concerns among corporate clients, and ecological growth is relatively stable;
STORJ: Significant cost advantages, but node stability still needs verification; ecological expansion in the short term is not as good as AR.
In terms of absolute storage and ecological vitality, AR has stronger network utility in the second half of 2025, expected to drive token value to fluctuate upwards in the range of $8–12.
4. Price Outlook (Second Half of 2025)
5. Investment Recommendations
Allocation Ratio: It is recommended to allocate 5%–8% AR in the investment portfolio, with a preference for long-term holding;
Focus: Closely monitor the progress of H2 protocol upgrades and the selection status of the PermaGrant project;
Risk Warning: Pay attention to cross-chain bridge security and industry competition dynamics, and manage positions reasonably.
Conclusion: In the second half of 2025, AR will continue to lead in the field of permanent storage relying on technological upgrades and ecological incentives, providing investors with a good opportunity for allocation.
Allocation Ratio: It is recommended to allocate 5%–8% AR in the investment portfolio, with a preference for long-term holding;
Focus: Closely monitor the progress of H2 protocol upgrades and the selection status of the PermaGrant project;
Risk Warning: Pay attention to cross-chain bridge security and industry competition dynamics, and manage positions reasonably.
Conclusion: In the second half of 2025, AR will continue to lead in the field of permanent storage relying on technological upgrades and ecological incentives, providing investors with a good opportunity for allocation. $AR
