#加密市场观察 AR What impact will the decline of tokens have on beneficiaries?
1. Beneficial groups (direct/indirect benefits)
1. Users with short-term storage needs
Arweave storage fees are priced in AR. When AR declines, users can purchase more AR with the same fiat currency (such as USD), locking in lower one-time permanent storage costs (for example, if 1GB storage originally required 0.1 AR, and AR drops from 20 USD to 10 USD, the fiat cost decreases from 2 USD to 1 USD), especially benefiting individuals or institutions that need to store large amounts of data.
2. New entrants to the ecosystem (developers/projects)
The lower AR price reduces the entry barrier for ecosystem participation: when developers deploy decentralized applications (DApps) and issue NFTs, the costs of storage fees and transaction fees (both priced in AR) decrease; new project parties can start their business without investing large amounts of fiat currency to purchase AR, attracting more participants into the ecosystem.
3. Potential arbitrage/bottom fishers
For investors optimistic about Arweave's long-term value, the decline in AR provides a low-cost buying opportunity. If the network development exceeds expectations in the future, profits can be made through token appreciation.
2. Detrimental groups (direct/indirect losses)
1. Node operators (storage providers)
The core income of nodes is “storage rewards + transaction verification fees” (both priced in AR): when AR declines, the fiat value of the rewards simultaneously shrinks, which may cause some nodes to exit the network due to insufficient income, further affecting the degree of decentralization and stability of the network.
2. Long-term holders of AR/early investors
The decline in token prices directly leads to a decrease in the fiat value of assets, especially for early investors who bought at high prices or heavily invested, resulting in significant short-term losses on paper; if the decline triggers panic selling, it may further exacerbate price fluctuations and amplify losses.
3. Arweave ecosystem project parties (established projects)
Launched ecosystem projects (such as DeFi protocols, NFT platforms) may face user attrition: on one hand, users' willingness to hold AR decreases, resulting in insufficient motivation to participate in ecosystem interactions; on the other hand, the AR assets that project parties themselves hold depreciate, potentially affecting operational liquidity.
Direction determines value! What do you think, buddy $AR
