Filecoin

DePIN · File Storage

Report	Date↓	Authors	Type	Subscription Tier	Tags
State of DePIN 2025	Jan 28, 2026		Deep Dives	--	DePIN · DeFi · Macro
Filecoin Onchain Cloud: The Network’s Next Evolution	Dec 19, 2025	Armita	Standard Reports	--	Pulse Reports · DePIN
Devconnect Argentina: Analyst Takeaways	Nov 26, 2025		Standard Reports	Pro	DeFi · Web3 · Layer-2 · DeAI · DePIN · Layer-1 · Interoperability · Stablecoins · Macro
State of Filecoin Q3 2025	Nov 13, 2025	Armita	Quarterly Reports	--	Quarterly Reports · DePIN
Filecoin Ecosystem: From Storage Layer to Data Stack	Oct 15, 2025	Armita	Deep Dives	--	Protocol Overview · DePIN
State of Filecoin Q2 2025	Sep 2, 2025	Armita	Quarterly Reports	--	Quarterly Reports · DePIN
Decentralized Compute Networks: Scaling Global Infrastructure	Jun 4, 2025	Nick Carpinito	--	--	DePIN · Infrastructure
DePIN Tokenomics Part 3: What Drives Valuations? DRNs vs. PRNs, Fundamentals, Liquidity Premiums, Scalability, and More	May 16, 2025		Deep Dives	Pro	DePIN · Valuations · Tokenomics
State of Filecoin Q1 2025	May 14, 2025	Armita	Quarterly Reports	--	Quarterly Reports · DePIN
Smarter Science Part 2: The Data Infrastructure Value Chain	Apr 18, 2025	Chris Davis	Deep Dives	Pro	AI
Scaling DePIN Part 1: Supply-Side Scaling Frameworks, Why DePIN Needs a Native Token, and to What Extent Must Miners Sell Tokens to Cover Costs	Apr 3, 2025	Dylan Bane	Deep Dives	Pro	DePIN · Tokenomics
State of Filecoin Q4 2024	Mar 13, 2025	Armita	Quarterly Reports	--	Quarterly Reports · DePIN
DePIN Tokenomics Part 2: Finding the Right Balance for DePIN Token Rewards	Mar 7, 2025		Standard Reports	Pro	Tokenomics · DePIN
DePAI Ex Machina: Decentralized Physical AI, Robotics, Spatial Intelligence, Real World Agents, and DePIN’s Next Frontier	Feb 11, 2025	Dylan Bane	Deep Dives	Pro	DePIN · Web3 · AI
DePIN Tokenomics Part 1: Token Distribution Models, Incentive Mechanisms, Token Trends, and More	Jan 15, 2025		Deep Dives	Pro	DePIN
State of DePIN 2024	Jan 6, 2025		Deep Dives	--	DePIN
Filecoin's Inflection	Dec 16, 2024	Ryan Connor	--	--	DePIN
State of Filecoin Q3 2024	Oct 25, 2024	Mihai Grigore	Quarterly Reports	--	Quarterly Reports
Pushin P - A DePIN Debate	Sep 13, 2024		Recaps	Pro	DePIN
DePIN Summit 2024	Aug 13, 2024		Recaps	Pro	DePIN
It’s Time for a DePIN Sector Update - DeGEN, DeGIN, AI x DePIN, zk-TLS, and More	Aug 7, 2024	Dylan Bane	Deep Dives	Pro	DePIN
State of Filecoin Q2 2024	Jul 31, 2024	Mihai Grigore	Quarterly Reports	--	Quarterly Reports · DePIN
State of Filecoin Q1 2024	Apr 26, 2024	Mihai Grigore	Quarterly Reports	--	Quarterly Reports
State of Filecoin Q4 2023	Jan 19, 2024	Mihai Grigore	Quarterly Reports	--	Quarterly Reports
State of DePIN 2023	Jan 5, 2024		Deep Dives	--	--
Infrastructure Sector Brief: All Eyes on AI	Nov 27, 2023	Blockworks	Recaps	Pro	--
State of Filecoin Q3 2023	Oct 23, 2023	Mihai Grigore	Quarterly Reports	--	Web3 · Layer-1 · Quarterly Reports
Infrastructure Sector Brief: October 1st, 2023	Oct 2, 2023	Blockworks	Recaps	Pro	Web3
Navigating the DePIN Domain	Jul 19, 2023	Sami Kassab	Deep Dives	Pro	Web3
State of Filecoin Q2 2023	Jul 13, 2023		Quarterly Reports	--	Web3 · Quarterly Reports · Layer-1
CryptoEcon Series: Investigating FIL Circulating Supply	Jul 11, 2023		Standard Reports	Pro	Tokenomics · Web3 · Layer-1
Weekly Recap: Azuki Elementals, ZK Stack, and More	Jun 30, 2023	Blockworks	Recaps	Pro	Web3
Infra Brief: The Need for Stronger Server Infrastructure	Jun 26, 2023	Sami Kassab	Recaps	Pro	Web3
The FVM: Filecoin's Moment	May 16, 2023	0xpibblez	--	Pro	Infrastructure
Decentralized Databases: The Missing Piece of Web3	May 12, 2023	Sami Kassab	Deep Dives	Pro	Web3
Weekly Recap: Remilia NFTs, Maker's Spark & More	May 12, 2023	Blockworks	Recaps	Pro	NFTs · DeFi · Macro · Web3
State of Filecoin Q1 2023	Apr 13, 2023	Mihai Grigore	Quarterly Reports	--	Web3 · Quarterly Reports
Infrastructure Brief: Aggregators and Abstraction Layers	Apr 3, 2023	Sami Kassab	Recaps	Pro	Web3
UGX: User Generated Experiences	Apr 2, 2023	Dustin Teander	Standard Reports	Pro	Social Media · Metaverse · Web3 · NFTs
Weekly Recap: Arbitrum Airdrop, Maker RWA Vaults, and Lens	Mar 17, 2023	Blockworks	Recaps	Pro	DeFi · Layer-2 · Social Media · DEX · Web3
State of Filecoin Q4 2022	Jan 27, 2023		Quarterly Reports	--	Quarterly Reports · Web3 · Layer-1
The DePIN Sector Map	Jan 19, 2023	Sami Kassab	--	Pro	Web3
The Essential Guide to Decentralized Storage Networks	Jan 12, 2023		Deep Dives	Pro	Web3
State of Filecoin Q3 2022	Oct 14, 2022	Mihai Grigore	Quarterly Reports	--	Web3 · Quarterly Reports · Layer-1
Web3 Infrastructure Q3’22 Revenue	Oct 3, 2022		Standard Reports	Pro	Web3 · Macro
The Bear Necessities: 7 Trends and Theses Part 2	Sep 7, 2022	Dustin Teander	Deep Dives	Pro	Layer-2 · Layer-1 · Web3
How are Web3 Infrastructure Protocols Trying to Capture Value?	Aug 30, 2022	Sami Kassab	Standard Reports	Pro	Macro · Web3
Using Crypto to Build Real-World Infrastructure	Aug 4, 2022	Sami Kassab	Standard Reports	Pro	Web3 · Macro
State of Filecoin Q2 2022	Jul 12, 2022		Quarterly Reports	--	Web3 · Quarterly Reports · Layer-1
Web3 Infrastructure Q2’22 Revenue Report	Jul 8, 2022	Sami Kassab	Standard Reports	Pro	Web3
Demystifying Filecoin’s Revenue	Jun 28, 2022		Deep Dives	Pro	Web3 · Valuations
Web3 Infrastructure Q1'22 Revenue Report	Apr 14, 2022	Mason Nystrom	Deep Dives	Pro	Web3
Understanding Filecoin: A Comprehensive Overview	Mar 30, 2022		Standard Reports	--	Web3 · Protocol Overview · Layer-1
The Investor Dilemma: Participating in Coinlist Sales or Holding ETH?	Sep 30, 2021	Mason Nystrom	Standard Reports	Pro	Centralized Exchanges · Fundraising · Macro
The Storage Layer & The Importance of Metadata	Aug 19, 2021	Mason Nystrom	Standard Reports	Pro	NFTs · Web3
Messari Screener Fund Analysis: Examining The Liquid Portfolios of Top Crypto Funds	Apr 27, 2021	Mason Nystrom	--	Pro	Fundraising
Grayscale’s Faustian Bargain	Mar 17, 2021	Ryan Selkis	--	Pro	--
Web3 ELI5: What is Web3?	Feb 9, 2021	Mason Nystrom	Standard Reports	--	Web3
The Origins of Web3 And Why It Matters More Than Ever	Feb 1, 2021	Mason Nystrom	--	Pro	Web3
Messari Daily Brief Jan. 26, 2021 - Show me your portfolio	Jan 26, 2021	Ryan Selkis	--	--	--