【FIL指数周报】由冰河分布式存储实验室和币世界研究院共同推出,旨在展示FIL生态,促进行业繁荣,增强市场信心,携手FIL参与者驶向梦想的彼岸。

FIL指数报告-2021年6月

FIL INDEX MONTHLY REPORT-June.2021

报告周期:2021.6.1-2021.6.30

Reporting period: 2021.6.1-2021.6.30

FIL指数由冰河分布式存储实验室开发设计,旨在以全面客观的Filecoin网络数据及行业公开数据为基础,为广大Filecoin生态成员提供评估Filecoin生态发展的定量参考。FIL指数以2020年10月15日Filecoin项目上线为基准日(基准值为1000点),由FIL市场热度指数、FIL封装热度指数、FIL生态热度指数三大成分指数加权计算得出。FIL市场热度指数主要衡量FIL价格变化引起的交易行为变化;FIL封装热度指数主要衡量全网算力变化引起的数据封装行为变化;FIL生态热度指数主要衡量全网存储订单量变化引起的生态格局变化。FIL指数的涨跌侧面反应了Filecoin生态情绪的变化,以量化结果形象展示生态健康发展程度。

FIL index was exclusively designed by Binghe Distributed Storage Lab, by leveraging market and on-chain data, aiming to quantitatively demonstrate health of the project in the context of Filecoin ecosystem. The index benchmarked its values on the launch day of Filecoin (2020.10.15) and comprised three sub index: FIL market index which weights 40% of its value, FIL sealing index which weights 40% and FIL ecosystem index which weights 20%.

一、6月FIL指数走势概览

Section 1. KEY TAKEAWAYS OF FIL INDEX IN June

图表 1.png

图1:FIL指数月平均值走势,2020.10-2021.6

Figure 1: Change in FIL index monthly average values, 2020.10-2021.6

数据来源:雅典娜浏览器、Google公开数据,2021/6/30

Source: ATPool Explorer, Google open data, 2021/6/30

图表 2.png

 

图2:FIL指数2021年6月走势

Figure 2: Change in FIL index in June, 2021 

数据来源:雅典娜浏览器、Google公开数据,2021/6/30l

Source: ATPool Explorer, Google open data, 2021/6/30l

l Filecoin项目由于受FIL通证价格、全网有效算力以及存储数据等多维度的影响,其热度也会随之变化。虽然FIL价格6月较上月有所下跌,但全网有效算力以及存储数据均保持匀速增加,使得FIL指数月平均值从5月的6019点小幅度上涨至6560点。

l The Filecoin project is affected by multiple dimensions such as the price of FIL tokens, the effective computing power of the entire network, and stored data, and its popularity will also change accordingly. Although the price of FIL fell in June compared with the previous month, the effective computing power and stored data of the entire network maintained a constant increase, making the monthly average of the FIL index slightly increased from 6,019 points in May to 6,560 points.

l FIL综合指数6月均值较上月上涨9%左右,同期FIL市场热度指数均值较上月下降29.3%;FIL封装热度均值较上月增长25.3% ;FIL生态热度指数均值较上月增长20.7%。Filecoin项目的持续正增长及关注度依旧以搭建数据存储基础架构为主。

l The average value of the FIL composite index in June increased by about 9% from the previous month, and the average value of the FIL market heat index decreased by 29.3% from the previous month; the average value of FIL packaging heat increased by 25.3% from the previous month; the average value of the FIL ecological heat index increased by 20.7% from the previous month .The continuous positive growth and development of Filecoin project is still largely working on building data storage infrastructure.

6月FIL指数标准差为850较5相比该值增长280,FIL指数系列值在本月更加趋于离散波动分布表明Filecoin虽然在数据封装效能保持稳定提升FIL价格波动性较大,生态发展速度不一Filecoin项目的波动与FIL在二级市场的观望情绪紧密挂钩。

The standard deviation of the FIL index in June was 850, an increase of nearly 280 compared to May. The value of the FIL index series has become more discrete and fluctuating this month, indicating that although Filecoin has maintained a stable improvement in data packaging performance, the FIL price fluctuates The nature is relatively large, and the speed of ecological development varies. The volatility of the Filecoin project is closely linked to FIL's wait-and-see sentiment in the secondary market.

二、FIL指数成分-FIL市场热度指数解读

Section 2: FIL index component-FIL market index details

图表 3.png

图3:FIL市场热度指数2021年6月走势

Figure 3: Change in FIL market index, June/2021

数据来源:雅典娜浏览器,2021/6/30

Source: ATPool Explorer, 2021/6/30l

l 6月FIL市场热度波动相对平稳。FIL价格的持续性波动以及加密投资者市场观望情绪加重,使得FIL二级市场在交易量、新增钱包地址数等市场指标上都处于较低水平。

l In June, the FIL market fluctuated relatively smoothly. The continued volatility of FIL prices and the increased wait-and-see sentiment of the crypto investor market have made the FIL secondary market at a relatively low level in terms of market indicators such as trading volume and the number of new wallet addresses.

l 本月FIL市场热度均值维持在3259点较低水平,FIL市场热度指数主要影响因素为FIL价格趋势以及换手率变化。6月FIL市场热度数值在6月30日的异常,主要由于7月1日的网络系统升级可以降低gas费用的利好消息刺激。

l The average value of FIL market popularity this month has remained at a low level of 3259 points. The main influencing factors of the FIL market popularity index are FIL price trends and changes in turnover rates. The abnormality of the FIL market popularity value in June on June 30 is mainly due to the good news that the network system upgrade on July 1 can reduce gas costs.

在一级市场投资者中,尽管整个加密货币市场市值萎缩,但以灰度为代表的加密货币基金在69617以及622日分别增加394294以及784枚FIL,灰度对FIL的总持仓量达到5.48万枚。

Among the primary market investors, despite the shrinking market value of the entire cryptocurrency market, the cryptocurrency funds represented by Grayscale increased by 394, 294, and 784 on June 9, June 17, and June 22, respectively. FIL, Grayscale's total holdings of FIL reached 54,800.

图表 4.png

图4:2021年6月新增钱包地址数变化

Figure 4: Change in new adding FIL adresses, June/2021

数据来源:雅典娜浏览器,2021/6/30

Source: ATPool Explorer, 2021/6/30l

l 6月平均每天新增FIL钱包地址数为2355 ,较5月均值减少37.3%。

l The average number of new FIL wallet addresses per day in June was 2,355, a decrease of 37.3% from the average in May.

l 由于FIL价格的下跌,月内FIL价格均值在$70以下水平,导致6月每日新增钱包地址数较5月相比整体出现下滑,尽管在6月30日出现数据大量增长,其余时间数值在1800-3200附近波动。每日新增钱包数处于较低迷状态,FIL购买意愿减弱,二级市场观望情绪加重。

l Due to the fall in FIL prices, the average value of FIL prices during the month was below $70, resulting in an overall decrease in the number of new wallet addresses in June compared to May. Although there was a large increase in data on June 30, the rest of the time Fluctuates around 1800-3200. The number of daily new wallets is in a sluggish state, FIL purchase willingness has weakened, and the wait-and-see sentiment in the secondary market has increased.

图表 5.png

图5:6月FIL盈利与亏损概率比例变化

Figure 5: Change in probability of FIL payoff and loss, June/2021

数据来源:雅典娜浏览器,2021/6/30l

Source: ATPool Explorer, 2021/6/30ll

l 6月FIL价格持续下跌,月内FIL均价$68.3,最高价$89.9,最低价$49.1;最高价较均价高31.63%,最低价较均价低28.11%。

l FIL prices continued to fall in June. The average price of FIL during the month was $68.3, the highest price was $89.9, and the lowest price was $49.1; the highest price was 31.63% higher than the average price, and the lowest price was 28.11% lower than the average price..

由于FIL价格从月初$80附近回调至月末的$60附近,回调力度在25%左右,本月FIL价格在30天内交易日均价持续走低,进而使得在5月以较高价位购入FIL的中短期持有者在本月交易的亏损概率大大增加。

As the price of FIL pulled back from around $80 at the beginning of the month to around $60 at the end of the month, the correction was about 25%. The average daily trading price of FIL continued to fall within 30 days of this month, which made it possible to buy FIL at a higher price in the short- and medium-term in May. The probability of a loss for holders trading this month has greatly increased.

图表 6.png

图6:6月FIL换手率变化

Figure 6: Change in FIL turnover,June/2021

数据来源:雅典娜浏览器, 2021/6/30

Source: ATPool Explorer, 2021/6/30

l 6月FIL换手率日均值为39.88%,较5月均值下降近24.1%。

l The daily average of FIL turnover rate in June was 39.88%, which was nearly 24.1% lower than the average in May.

换手率降低说明市场交易活跃度降低。在6月4日这天,换手率均超过100%,意味着市面上交易的FIL总量远远超过了FIL的流通量,说明当天主力完成更换;而后本月在 6月21日-6月24日 FIL价格由$60降至$50,换手率均相比其他时间有明显上升,说明这个阶段网络价值更容易被低估;而6月最后一周又逐步恢复稳定状态,说明FIL持有者观望情绪加重,等待利好消息刺激。

The decrease in turnover rate indicates a decrease in market transaction activity. On June 4, the turnover rate exceeded 100%, which means that the total amount of FIL traded on the market far exceeds the FIL circulation, indicating that the main force has completed the replacement on the same day; and then this month on June 21-6 On the 24th, the FIL price dropped from $60 to $50, and the turnover rate increased significantly compared with other times, indicating that the network value at this stage is more likely to be underestimated; and the last week of June gradually returned to a stable state, indicating that FIL holders wait and see Feeling aggravated, waiting for good news to stimulate.

由于6上旬的FIL换手率均值略高于下旬的FIL换手率均值而本月的日均换手率远低于5月,说明市场呈现缩量下跌,市场情绪低迷,需要出现恐慌性放量后市场才可能真正企稳。

As the average FIL turnover rate in the first ten days of June was slightly higher than the average FIL turnover rate in the second ten days, the average daily turnover rate of this month was much lower than that in May, indicating that the market is shrinking and market sentiment is down, and panic The market may truly stabilise only after sex is heavy.

三、 FIL指数成分-FIL封装热度指数解读

Section 3: FIL index component- FIL sealing index details 

图表 7.png

图7:FIL封装热度指数2021年6月走势

Figure 7: Change in FIL sealing index, June/2021

数据来源:雅典娜浏览器,2021/6/30

Source: ATPool Explorer, 2021/6/30

l 6月FIL封装热度指数均值为9223点,较5月均值上涨25.3%。

l The average FIL package heat index in June was 9,223 points, an increase of 25.3% from the average in May.

l 6月FIL封装热度指数持续稳定增长,平均每日增长0.28%与全网有效算力平均每日增速相当。

l In June, the FIL packaging heat index continued to grow steadily, with an average daily increase of 0.28%, which was equivalent to the average daily growth rate of the effective computing power of the entire network.

FIL封装热度的持续增长一方面得益于全网有效算力的稳步增长,另一方面也由于网络基准费率的变化来带的Gas消耗降低以及封装质押成本的下降。

The continuous growth of FIL packaging heat is due to the steady growth of the effective computing power of the entire network on the one hand, and on the other hand the reduction in Gas consumption and the reduction in packaging pledge costs due to changes in the network benchmark rate.

图表 9.png

图8:6月活跃存储服务商数变化

Figure 8: Change in active Storage service provider, June/2021

数据来源:雅典娜浏览器,2021/6/30

Source: ATPool Explorer, 2021/6/30

l 6月有效节点数均值为2337,较5月均值上涨10.7%。

l The average number of effective nodes in June was 2,337, an increase of 10.7% from the average in May.

l 6月平均每日新增有效算力达35.6PiB,平均每日增速为0.55%,较上月有所减慢。

l In June, the average daily new effective computing power reached 35.6PiB, and the average daily growth rate was 0.55%, which was slower than the previous month.

尽管全网有数量较大的节点基数,但有效节点数比全网参与节点数比例仍较小,一方面也证明Filecoin吸引了越来越多节点的参与另一方面,表明真正参与到Filecoin网络参与服务的节点比例依旧偏少,需要等待节点数据的不断封装。

Although the entire network has a large number of node bases, the number of effective nodes is still smaller than the number of participating nodes in the entire network. On the one hand, it also proves that Filecoin has attracted more and more nodes to participate; on the other hand, it shows that it is really involved. The proportion of nodes participating in the service of the Filecoin network is still small, and it is necessary to wait for the continuous encapsulation of node data.

 

图表 11.png

图9:6月数据封装成本变化

Figure 9: Change in data sealing cost, June/2021

数据来源:雅典娜浏览器,2021/6/30

Source: ATPool Explorer,2021/6/30

6月数据封装成本均值为7.8FIL/TiB,较5月均值下降17.9%。

The average cost of data packaging in June was 7.8FIL/TiB, a decrease of 17.9% from the average in May.

l 6月数据封装成本持续下降,从9.5FIL/TiB下降至6.8FIL/TiB附近,由于基准费率的持续降低以及全网效率的升级,使得Gas费消耗下降。 

l The cost of data packaging continued to decline in June, from 9.5FIL/TiB to around 6.8FIL/TiB. Due to the continuous reduction of the benchmark rate and the upgrade of the efficiency of the entire network, the consumption of gas fees decreased.

Filecoin71日完成V13 HyperDrive升级,带来Gas消耗长期降费、促使存储服务商批量提交的改变

l Filecoin completed the V13 HyperDrive upgrade on July 1, bringing about long-term cost reductions in gas consumption and prompting storage service providers to submit changes in batches.

四、FIL指数成分-FIL生态热度指数解读

Section 4: FIL index component- FIL ecosystem index details 

图表 8.png

图10:FIL生态热度指数2021年6月走势

Figure 10: Change in FIL ecoststem index, June/2021

数据来源:雅典娜浏览器,2021/6/30

Source: ATPool Explorer, 2021/6/30

l 6月FIL生态热度指数均值为7303点,较5月均值增加近20.7%。

l The average value of the FIL Ecological Heat Index in June was 7,303 points, an increase of nearly 20.7% from the average value in May.

l 6月FIL生态热度指数从月初的6000点附近增长至月底的8800点左右。表明6月生态指标发展逐步恢复。

l In June, the FIL Ecological Heat Index increased from around 6000 points at the beginning of the month to around 8800 points at the end of the month. It shows that the development of ecological indicators gradually recovered in June.

6月Filecoin官方团队公布了第二批Filecoin Plus公证人完整名单,新增DataCap份额分配已基本完成。大中华区包括冰河实验室在内共有8位主体得到正式席位,为Filecoin的生态发展注入新动力

In June, the Filecoin official team announced the complete list of the second batch of Filecoin Plus notaries, and the distribution of the newly added DataCap shares has been basically completed. A total of 8 subjects in Greater China, including Glacier Labs, have received official seats, injecting new impetus into the ecological development of Filecoin.

图表 12.png

图11:6月Github提交数变化

Figure 11: Change in Github proposals, June/2021

数据来源:雅典娜浏览器、Github公开数据,2021/6/30

Source: ATPool Explorer, Github open data, 2021/6/30

图表 13.png

图12:6月Google指数变化

Figure 12: Change on Google retrieval Index, June/2021

数据来源:雅典娜浏览器、Google公开数据,2021/6/30

Source: ATPool Explorer, Google open data, 2021/6/30

l 6月Filecoin在开发者社区活跃度较高,本月一共提交68起开发提案。较5月增加2.5倍左右。

l In June, Filecoin was highly active in the developer community, and a total of 68 development proposals were submitted this month. This is an increase of about 2.5 times compared with May.

l 6月Filecoin在普通受众社区活跃度相对稳定,在Google的平均每天搜索指数基本持平为36左右,与5月相比整体下降23.4%,但在全球搜索领域仍保持相对活跃状态。

l In June, Filecoin's activity in the general audience community was relatively stable. The average daily search index in Google was basically flat at about 36, which was an overall decrease of 23.4% compared with May. However, it remained relatively active in the global search field.

6月全网有效数据存储量高达3324存储数据订单大小总量58.6TiB左右,较5月有效数据存储单增长近1.9存储数据总量增长近1.5倍,尽管有效数据量相较于有效算力资源占比依旧较小,但在本月数据存储实现了大幅上涨,随着有效数据存储体量的不断突破,Filecon也不断将前沿的内容融入到分布式存储生态中,推动与实体世界存储经济的深度绑定,实现其价值。

In June, the number of effective data storage orders on the entire network was as high as 3324, and the total size of storage data orders was about 58.6 TiB, which was nearly 1.9 times higher than that in May, and the total amount of stored data increased nearly 1.5 times, although the effective data volume still accounts for the effective computing power resources. Small, but data storage has achieved a significant increase this month. With continuous breakthroughs in effective data storage volume, Filecon will continue to integrate cutting-edge gameplay into the distributed storage ecosystem to promote the depth of the storage economy in the real world. Binding, realize its value.