August 25th is a big day for Filecoin miners.
At 6 oclock in the morning of the same day, the mining machine manufacturers who had been preparing for a long time plunged into the competition, anxiously waiting for their own mining machines to produce beautiful data.
Distributed storage solution providers, established investment institutions, individual investors who have purchased cloud computing power, and media observing hot topics all focus on the effective computing power ranking list and the number of pledged tokens in the entire network , the total computing power of the entire network and the average block generation time and other topics.
When the mining machine manufacturers are fighting hard, perhaps the Filecoin mining machine investors standing behind them are more anxious than them.
In just a few days, some people were worried when they saw the poor data of the mining machine they purchased, some patiently observed the data to determine their mining machine partner, and some suddenly discovered that what they might have bought was a so-called fake mine. machine.
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Filecoin Miners vs.
In the Filecoin mining machine market, the entire market needs data to trade. A partner of a mining machine manufacturer from Hangzhou sighed to Blocklike.
She said: Leaving aside the mining machine configuration, most mining machine investors will directly take screenshots of the data rankings and ask, among the top 10, or the top 50, which one is yours?
As of August 27, the statistics of filscout.io are as follows. The types of the list mainly include effective computing power, number of blocks produced, and computing power growth rate. This list is the battlefield that all mining machine manufacturers are trying their best to win.
In the field of Filecoin mining machines, the first to be injured is probably the very early Filecoin mining machine investors from 2017 to 2018.
When Filcoin launched the configuration required for mining machines in the first half of this year, the batch of mining machines purchased two years ago basically became scrap iron. A group of mining machine manufacturers made a lot of money, and a group of miners went bankrupt, said a person from Investors in the community told Blocklike. In the early stage, the situation of fake mining machines everywhere and rampant funds also caused Filecoin to suffer negatively.
In February 2019, the Filecoin testnet was launched, and mining machine manufacturers entered the market one after another. However, there is still the possibility of changes in the official parameters, which makes many investors very cautious when choosing mining machines. In the first half of 2020, the popularity of Filecoin has steadily increased, and a large number of mining machine manufacturers have poured in. With a large number of participants entering the market, many manufacturers try to deceive investors with one-sided information, and there are cases of false and exaggerated publicity.
Both investors and the market are eager to see real data, and this competition has become a must for manufacturers.
So, how to look at these data?
A technology developer from a mining machine manufacturer in Hangzhou told Blocklike: Simply speaking, Filecoin mining can be divided into two processes: data storage and consensus proof. Mining machines with less time-consuming and high efficiency in the data storage stage are the best. , To quickly seal up data in a short time, the hardware of the mining machine is mainly realized by expanding the memory, but the larger the memory, the higher the cost; software optimization is a place that tests the technical capabilities of the manufacturer, and this optimization is mainly aimed at the stage of data storage. Precommit 1 (P1) and Precommit 2 (P2). In general, the efficiency of Filecoin mining is the result of a variety of factors.”
Many companies have been preparing for a long time, just to upload the data for marketing and publicity. As far as I know, some top manufacturers use the method of stacking the number of mining machines, and use more than 1,000 mining machines in the company at the same time. Grab the jackpot, however, mining machine buyers often may not buy such a large number, it is not rational to make a choice simply by looking at the ranking. At the same time, many manufacturers that do not dominate the number of mining machines often The software configuration is optimized to reduce storage time. Mining machines with this type of thinking tend to have relatively strong stamina, and the data can show stable growth only when the test time is extended.”
He also mentioned: It can be observed that a top-ranking brand spends nearly 3 hours in the P1 and P2 stages, which is not efficient. Another brand needs about three and a half hours to seal a block, which is It’s just slightly better than the official stage, and the growth is slower, and it’s not particularly prominent.”
At the same time, he believes that calculating the effective input-output ratio (G/H/W) is a better way to measure, and its meaning is the effective storage capacity generated per 10,000 yuan invested per hour.
He gave Blocklike an example: For example, look at the computing power graph below, which is a relatively stable curve, indicating that its computing power has grown steadily.
Fenbushi Capital also recently discussed two cost-effective indicators for Filecoin mining machines. It believes that Filecoin mining machines have two cost-effective indicators. The first is the storage capacity indicator (yuan/T), that is, the price of each T disk is how many yuan. The second is the computing power index (Gb/h/w), that is, how many gigabytes of data can be sealed per hour per 10,000 yuan for the purchased mining machine. The storage power indicator and the calculation power indicator are a pair of contradictory indicators, and they are somewhat confusing. Usually when the computing power index is good, the storage power index is relatively poor. Therefore, mining machine manufacturers generally only publish one of the indicators of the mining machine.
After several official extensions by Filecoin, these data are of great significance to investors who have purchased mining machines or cloud computing power. How to extract truly effective information from a large amount of data and information is also the focus of their attention.
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Investor Perspective
In the first half of the year, the amount of investment in Filecoin in the industry is undoubtedly huge.
Just 2 months ago, Filecoin, an industry star project, had a good time, and it became one of the few directions of large inflow of funds in the first half of 2020.
How hot is it?
At the previous Hangzhou Blockchain Week held at the end of July, there were about 200-300 participating mining machine sellers. In that week, distributed storage-themed activities accounted for all About 70-80% of more than 40 offline activities.
Because the investment logic of distributed storage is clear and the concept is easy to understand, both traditional investors and people in the industry can easily understand and accept it. At that time, when hot spots were relatively scarce, various institutions entered one after another. From the development of the Filecoin industry chain, it can be seen that Filecoin has still formed a complete chain of upstream capital, mining machine vendors, and project parties, middle-level user groups, developers, and ecological participants, and downstream media, transactions, and consulting. Closed loop ecology.
According to non-small data, as of August 27, Fil has risen as high as 596.12% this year.
However, recently, Filecoin, known as the Ace Pigeon, has continuously postponed the mainnet launch time, and the market heat has shifted. This has caused a large number of investors and investment institutions to re-examine the risks brought about by the delayed launch of Filecoin. According to Blocklikes understanding, some investment institutions have even prepared in advance the response plan if Filecoin still cannot be launched by the end of 2020.
However, it is more optimistic that there are still many institutions optimistic about this field. Huang Haiguang, the founder of Wooden House Capital, believes: At present, different groups in the IPFS market still have different opinions. We have also listened to the views of many genres in the past few months. From the perspective of capital, I think the distributed storage track is no problem, and it will Pay attention to the multiple targets of this type of track. From the perspective of the technical team, the distributed storage business has now become the core business and cash flow pillar of the technical team. It is my personal concern to have lower costs under the premise of the same production capacity. .”
