Source: Kyle, Arweave Eco-added KOL; Compiled by: ALMan@Golden Finance

The collapse risk is low, and the fundamentals are stable.

Arweave is a storage infrastructure project with actual needs and widely adopted. Its practicality has been proven by the market, making AR a project that I can invest in with peace of mind. No matter how low the price falls, I will be confident to buy on dips. Survival is the basis for any chance to recover from peaks.

Bored to be undervalued

The concept of storage is quite mundane—no flashy hype to fuel speculation. The market won't be fascinated by it, but it won't forget it either. This “boring” and low-key nature is exactly what makes it important – assets like this are often mispriced by the market.

Almost fully circulated, now deflation—the truly scarce asset

AR is almost fully circulated, minimizing the risk of future selling pressure. More importantly, it has entered the deflation phase. Arweave’s storage size has hit record highs in the past five weeks, while its token price hovers around historic lows, accelerating deflation. AR is a scarce asset powered by real needs.

AO Unleashes Higher Potential

AO is built on Arweave and is building the next generation of computing platforms to reshape the narrative of projects. Of course, AO's current performance is flawed, but that doesn't mean they can't be solved. To explore this path requires a group of focused, pragmatic, and relatively pure idealists. The core of investment is to bet on people.

The booming AO ecosystem accelerates AR deflation

Every activity in the AO ecosystem depends on AR consumption. The more active the ecosystem, the more AR flows into the endowment fund, and the faster the deflation of AR begins. Don't just ignore the "dual token model" - at the end of the day, AR is still AR.

AR has become a profit asset

AR has become a profit asset, which is a big deal. Holding it not only gives you the opportunity to grow its own value, but also brings stable passive income. By staking AR, you can mint AO and tokens from your ecosystem projects, resulting in additional high returns opportunities.