Filecoin (FIL)

I’ve been digging deeper into the memory trade in crypto

Micron, SK hynix, Samsung etc have already had Goliath runs off the AI memory thesis, but the crypto version of the trade still feels under-researched and barely repriced

Our Khala post below explains why this matters; AI agents don’t just need bigger context windows, they need memory that can be trusted, verified and carried across platforms

That is why Walrus Memory is interesting; we sat down with the Mysten Labs (Sui) + Walrus teams to understand how onchain memory can extend the AI memory stack with verification, portability, programmable access and provenance

While everyone is chasing equities, I think the asymmetric research is still hiding in beaten down crypto

Time to pay attention, particularly given the valuation gap:

I’ve been digging deeper into the memory trade in crypto

Micron, SK hynix, Samsung etc have already had Goliath runs off the AI memory thesis, but the crypto version of the trade still feels under-researched and barely repriced

Our Khala post below explains why this matters; AI agents don’t just need bigger context windows, they need memory that can be trusted, verified and carried across platforms

That is why Walrus Memory is interesting; we sat down with the Mysten Labs (Sui) + Walrus teams to understand how onchain memory can extend the AI memory stack with verification, portability, programmable access and provenance

While everyone is chasing equities, I think the asymmetric research is still hiding in beaten down crypto

Time to pay attention, particularly given the valuation gap:

Full report is available here:
https://t.co/18JfCI4Jhy