Filecoin 链上云 (FOC)：重炒旧叙事，难挽 FIL 颓势！还有F3、USDFC拉垮……惨不忍睹！
Filecoin Onchain Cloud (FOC): Rehashing Old Narratives, Unable to Reverse FIL's Downtrend! Plus F3 and USDFC Underperforming... Dismal!
In casual chats within the crypto community, someone asked a technical expert: Does Filecoin (FIL)'s heavily promoted "FOC" (Filecoin Onchain Cloud) have real value? The technical expert (a builder of key Filecoin ecosystem projects and former Filecoin Plus DataCap notary) bluntly said, "It's all old stuff? New to them, but old to us—Fleek did it earlier! Seeing five-year-old narratives being recycled..." This remark hits the nail on the head regarding FOC's pain point: it's not some disruptive innovation, but a "remake" of old decentralized storage concepts.
Combining end-of-2025 network data and community discussions, this article analyzes from the essence of FOC, FIL's structural dilemmas, and the overall slump in the Web3 ecosystem, arguing why FOC is unlikely to "save" FIL—it's more like short-term narrative hype rather than a sustainable revenue engine.
FOC: "Old Wine in a New Bottle" Under Technical Packaging
Filecoin officially launched FOC on November 19, 2025—a modular onchain cloud infrastructure aimed at expanding Filecoin from a mere decentralized storage network into a "verifiable, programmable, composable" cloud platform. Its core includes five open-source modules: automated settlement layer, unified API specification layer, verifiable storage services, and an open architecture supporting AI, DeFi, and Web3 applications.
Officially, FOC is touted as the "world's first programmable decentralized cloud," allowing developers to deploy applications without centralized intermediaries (like AWS) and achieve transparent settlements via onchain payments. Initial partners include ENS (domain service), Monad (Layer 2 chain), and Safe (wallet), with the testnet already live and mainnet planned for January 2026.
It sounds impressive, but upon closer inspection, FOC's "innovation" is full of hype. As mentioned in the conversation, this is just a repackaging of narratives from the IPFS/Filecoin ecosystem five years ago. Filecoin itself is the incentive layer for IPFS (InterPlanetary File System), designed to verify data storage through economic models, while FOC merely modularizes storage, payments, and APIs to mimic traditional cloud services.
The earlier Fleek project (founded in 2019) had already achieved similar functions: it helped users run IPFS nodes, providing distributed website hosting and file storage, supporting developers in building decentralized applications. Fleek's edge computing and CDN services matured even before Filecoin mainnet launch and were seen as a "bridge" in the IPFS ecosystem, though it faced trust issues (users had to rely on Fleek to run nodes). FOC claims "verifiability" and "decentralization," but it's essentially an extension of Filecoin storage, lacking the lightweight implementation of Fleek.
On X (formerly Twitter), recent discussions are mostly official promotional posts, such as from the Filecoin Foundation promoting FOC integration with Safe for ENS domain data storage, but replies are sparse, lacking genuine developer feedback.
In short, FOC's value lies more in "marketing"—leveraging the AI and DePIN (Decentralized Physical Infrastructure Networks) hype to rebrand Filecoin—but the technical barriers are low, and real adoption depends on ecosystem activity rather than revolutionary breakthroughs.
As the "expert" aptly put it: Technology has never been Web3's core competitiveness; the ability to "hype it up" is what matters, but FOC's "new bottle with old wine" struggles against market weakness.
FIL's Deep-Rooted Dilemmas: Weak Revenue, Ecosystem Decay
To assess whether FOC can "save" FIL, we must first look at FIL's current state. At the end of 2025, FIL price hovers around 9.31 RMB (about $1.3 USD), with a 3.21% 24-hour drop, market cap only 6.75 billion RMB (about $950 million USD)—far below its 2021 bull market peak.
More critically, network metrics: On December 11, 2025, network computing power hit a historic low of 19.999 EiB, total storage capacity down 10% QoQ to below 3.0 EiB. Miners (Storage Providers, SPs) face massive losses, some vendors exiting, pledged amount reduced by 1.19 million FIL.
Revenue is FIL's biggest weakness. Q3 network fees rose to $793,000 (up 14% QoQ), utilization rate 36% (from 32% in Q2), storage providers earning over $180 million in FIL rewards. But these "revenues" are mostly in FIL tokens, maintained through burning or locking mechanisms, not real cash flow or application payments.
X community posts boast "daily $793,000 revenue," but actual demand growth is slow: low paid storage rates, limited DeFi scenarios, active addresses rising but high whale concentration. Competitors like Arweave or Storj have shifted to more practical paid models, while Filecoin's token economics (relying on pledges and penalties) struggle to stabilize price.
Ecosystem activity is equally worrisome. The 2025 Q3 Messari report shows post-v27 "Golden Week" upgrade efficiency improvements, but SP exit wave continues. Web3's overall "collapse" signs are evident: DePIN projects hot, but Filecoin market cap only $1.74 billion (September data), far behind Solana or Ethereum infrastructure.
Recent FIL price doubling (early November) was largely due to AI storage narrative hype, but it was short-term speculation, retreating by late November.
FOC Can't Save FIL: Hype Easy, Revenue Hard
FOC's launch did boost short-term sentiment—X posts claiming "FIL saved? FOC sparks onchain storage revolution," predicting network value uplift. But as the conversation noted, "FIL has no real revenue anyway, Web3 basically dead; unless application revenue kicks in, next cycle is revenue narrative."
FOC's modular design may attract developers (e.g., AI agent integrations), but adoption needs real applications to drive it. Currently, FOC testnet has only official demos, partners like ENS integrations more like proof-of-concepts than large-scale adoption.
Miner losses and low computing power won't reverse overnight with FOC; without paid users influx, it only exacerbates FIL inflation pressure.
Deeper issue is Web3's "revenue desert." In 2025, crypto market shifts to pragmatism: AI and DePIN need proven ROI, while Filecoin utilization rises but far below centralized clouds (AWS >80%).
FOC hypes "verifiable cloud," but without converting to onchain paid transactions (e.g., DeFi storage or AI datasets), it's just "narrative bubble." Community posts compare FIL to Iagon (market cap only $39 million, but projected 2026 revenue >$5 million), pointing out FIL's "$6 million revenue" under $1.06 billion market cap is poor value.
2026 "halving" looms, but without revenue support, FIL hard to escape bear market.
Conclusion: Revenue Narrative is the Way Out, FOC Just a Transition
FOC's launch is Filecoin's self-rescue attempt, packaging decentralized cloud vision to revive ecosystem, but as Fleek's history proves, rehashing "old stuff" struggles against market reality. FIL's core issues are missing revenue and lagging adoption; Web3's "collapse" makes technical hype empty talk.
Next bull market, investors will chase real cash flow projects (e.g., DePIN with paid apps); if FOC lacks application explosion, it's fleeting. Filecoin needs to shift from "storage narrative" to "revenue narrative"—otherwise, FOC won't save FIL, only drag it into further decline on 2026 mainnet.
Current situation is just project side self-indulgence, no widespread usage! Adoption is minimal! Additionally, the F3 fast finality launched April 29, 2025 hasn't been widely integrated or useful—as seen in major exchange transfer speeds still slow! Meaning no mainstream application recognition!
！
Filecoin Fast Finality (F3)已在主网成功上线 （附准备指南）
Filecoin Fast Finality (F3) successfully live on mainnet (with preparation guide attached). And USDFC, since May 2025 launch, over half a year with circulating supply only $300,000! Truly dismal! Sideways reflecting Filecoin ecosystem application's slump.
Secured Finance team launches USDFC — FIL-backed stablecoin data.
Secured Finance团队推出USDFC —— 由FIL支持的稳定币
Source:
Messari报告： Filecoin 2025年三季度状态报告
Note: The above content is AI-generated, for reference only!
Filecoin 链上云 (FOC)：重炒旧叙事，难挽 FIL 颓势！还有F3、USDFC拉垮……惨不忍睹！
在加密社区的闲聊中，有人问技术大佬： Filecoin (FIL) 最近大力宣传的“FOC”（Filecoin Onchain Cloud，链上云）是否有实际价值？
技术大佬（Filecoin的重要生态项目建设者、曾经的Filecoin PLUS DC公证人 ）直言“还都是老玩意儿？对他们是新玩意，对我们是老玩意，Fleek 更早！看到五年前的叙事重新翻出来…”。
这番话一针见血地戳中了 FOC 的痛点：它并非什么颠覆性创新，而是对旧有去中心化存储理念的“翻版重制”。
结合 2025 年底的全网数据和社区讨论，本文将从 FOC 的本质、FIL 的结构性困境以及 Web3 生态的整体低迷入手，论述为什么 FOC 难以“拯救” FIL——它更像是短期叙事炒作，而非可持续的营收引擎。
FOC：技术包装下的“老酒新瓶”
Filecoin 于 2025 年 11 月 19 日正式推出 FOC，这是一个模块化的链上云基础设施，旨在将 Filecoin 从单纯的去中心化存储网络扩展为“可验证、可编程、可组合”的云平台。
其核心包括五个开源模块：自动化结算层、统一 API 规范层、可验证存储服务，以及支持 AI、DeFi 和 Web3 应用的开放架构。
官方宣称 FOC 是“全球首个可编程去中心化云”，能让开发者无需中心化中介（如 AWS）部署应用，并通过链上支付实现透明结算。首批合作方包括 ENS（域名服务）、Monad（Layer 2 链）和 Safe（钱包），测试网已上线，主网计划 2026 年 1 月启动。
听起来很美，但细究起来，FOC 的“创新”水分十足。正如对话中所说，这不过是五年前 IPFS/Filecoin 生态的“叙事翻版”。
Filecoin 本就是 IPFS（星际文件系统）的激励层，旨在通过经济模型验证数据存储，而 FOC 只是将存储、支付和 API 模块化组合，试图模拟传统云服务。 更早的 Fleek 项目（成立于 2019 年）就已实现类似功能：它帮助用户运行 IPFS 节点，提供分布式网站托管和文件存储，支持开发者构建去中心化应用。 Fleek 的边缘计算和 CDN 服务早在 Filecoin 主网上线前就已成熟，甚至被视为 IPFS 生态的“桥梁”，但它也面临信任问题（用户需依赖 Fleek 运行节点）。
FOC 声称“可验证”和“去中心化”，但本质上仍是 Filecoin 存储的延伸，缺乏 Fleek 那样的轻量级落地。社区 X（前 Twitter）上，最新讨论也多是官方宣传帖，如 Filecoin Foundation 推广 FOC 与 Safe 的集成，用于 ENS 域名数据存储，但回复寥寥，缺乏真实开发者反馈。
简而言之，FOC 的价值更多在于“宣发”——它借 AI 和 DePIN（去中心化物理基础设施）热潮重塑 Filecoin 形象，但技术门槛不高，实际落地依赖生态活跃度，而非革命性突破。
对话中“大佬”一语中的：技术从来不是 Web3 的核心竞争力，能否“宣发起来”才是王道，但 FOC 的“新瓶装老酒”难敌市场疲软。
FIL 的深层困境：营收乏力，生态凋零
要评估 FOC 是否能“拯救” FIL，首先得看 FIL 的现状。2025 年底，FIL 价格徘徊在 9.31 元人民币（约 1.3 美元）附近，24 小时跌幅 3.21%，市值仅 67.5 亿元人民币（约 9.5 亿美元），远低于 2021 年牛市峰值。 更严峻的是网络指标：2025年12月11日全网算力跌至历史新低 19.999 EiB，总存储容量环比下降 10% 至 3.0 EiB以下。 矿工（存储提供者，SP）面临巨额亏损，部分厂商退出，质押量减少 119 万枚 FIL。
营收是 FIL 的最大软肋。
Q3 网络费用升至 79.3 万美元（环比增 14%），利用率达 36%（Q2 为 32%），存储提供者赚取超 1.8 亿美元 FIL 奖励。 但这些“营收”多是 FIL 代币形式，通过燃烧或锁定机制维持网络，而非真实现金流或应用付费。 X 社区帖中虽有“每日 79.3 万美元营收”的吹嘘，但实际需求增长缓慢：付费存储率低，DeFi 应用场景有限，活跃地址虽攀升但巨鲸集中度高。 相比之下，竞争对手如 Arweave 或 Storj 已转向更务实的付费模式，Filecoin 的代币经济模型（依赖质押和罚款）难以支撑价格企稳。
生态活跃度同样堪忧。
2025 年 Q3 Messari 报告显示，v27 “黄金周”升级后效率提升，但 SP 退出潮未止。 Web3 整体“覆灭”迹象明显：DePIN 项目虽热，但 Filecoin 的市值仅 17.4 亿美元（9 月数据），远落后于 Solana 或 Ethereum 的基础设施。 近期 FIL 价格翻倍（11 月初），多归功于 AI 存储叙事碰撞，但这不过是短期投机，11 月底又回落。
FOC 难救 FIL：宣发易，营收难
FOC 的上线确实提振了短期情绪——X 上有帖称“FIL 有救了？FOC 引发链上存储革命”，并预测提升网络价值。 但正如对话所言，“fil 反正没什么营收，web3 基本覆灭了；除非应用营收起来，下一轮是营收叙事了”。FOC 的模块化设计虽能吸引开发者（如 AI 代理集成），但落地需真实应用驱动。 当前，FOC 测试网仅存官方 demo，合作方如 ENS 的集成更像是概念验证，而非大规模采用。 矿工亏损和算力低迷不会因 FOC 一夜逆转；相反，若无付费用户涌入，它只会加剧 FIL 通胀压力。
更深层问题是 Web3 的“营收荒漠”。2025 年，加密市场转向实用主义：AI 和 DePIN 需证明 ROI（投资回报），而 Filecoin 的存储利用率虽升，仍远低于中心化云（AWS 利用率超 80%）。 FOC 借“可验证云”炒作，但若无法转化成链上付费交易（如 DeFi 存储或 AI 数据集），它就只是“叙事泡沫”。
社区帖中，有人对比 FIL 与 Iagon（市值仅 3900 万美元，但预计 2026 年营收超 500 万美元），直指 FIL 的“6 百万美元营收”在市值 10.6 亿美元下性价比低下。 2026 年“减半”虽在望，但无营收支撑，FIL 难逃弱市。
结语：营收叙事才是出路，FOC 只是过渡
FOC 的推出是 Filecoin 的自救尝试，它包装了去中心化云的愿景，试图重振生态，但正如 Fleek 的历史证明，这种“老玩意儿”重炒难敌市场现实。
FIL 的核心问题是营收缺失和采用滞后，Web3 的“覆灭”让技术宣发成空谈。
下一轮牛市，投资者将追逐真实现金流的项目（如有付费应用的 DePIN），FOC 若无应用爆发，仅是昙花一现。
Filecoin 需从“存储叙事”转向“营收叙事”——否则，FOC 救不了 FIL，只会拖累它在 2026 年的主网上继续沉沦。
目前的情况只是项目方自我陶醉，并没有出现大范围使用！甚至采用是寥寥无几！
另外，之前2025年4月29日推出的F3加速确认并没有被大规模集成或者根本没什么用，这一点从各大交易所的转账速度就可以体现出来，依旧很慢！也就是说，没有得到主流应用的认可！
Filecoin Fast Finality (F3)已在主网成功上线 （附准备指南）
还有UDFC，自从2025年5月份推出以来，大半年的时间流通供应量只有30万美元！可谓惨不忍睹！侧面也反应了filecoin 生态应用的颓势。
Secured Finance团队推出USDFC —— 由FIL支持的稳定币
数据来源：
Messari报告： Filecoin 2025年三季度状态报告
提示：以上内容为AI生成，仅供参考！
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