Filecoin's expiring insider vesting cuts yearly new FIL from about 89 million to 21 million
Protocol Labs' and the Filecoin Foundation's FIL unlocks end October 15, cutting new supply by about 75%, from roughly 89 million tokens a year to 21 million. After that every new FIL is a block reward to storage providers, so the price case turns on paid storage demand growing into that issuance.
Reality
- Evidence45
- Adoption8
- Hype gap+30
- Incentives
- Not scored
- Confidence55
Grayscale research head Zach Pandl says AI-linked tokens rose 54% in September against 24% for crypto overall, with NEAR up 183%. Broken out token by token, the figures show one strong name in a small sector more than a market pricing blockchains as infrastructure for agents.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+35
- Incentives70
- Confidence55
Bitcoin futures open interest flat at $21.9B as BTW surges amid broader altcoin rotation
Bitcoin traders held $21.9 billion in futures open interest, almost unchanged, while Bitway's BTW token rose 170% in a month. Bitcoin's leveraged longs are still open, so traders closing those bets did not pay for the small-cap run.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+15
- Incentives
- Not scored
- Confidence40
buildOne report1 publisher IPFS decentralizes everything except the budget: Shipyard hands off Kubo, Helia and ipfs.io by Sept 30
Protocol Labs declined to renew Shipyard's funding, so the maintainers of Kubo, Helia, Boxo and the public gateways stop work on September 30. Anyone running IPFS in production now has a dated dependency.
Reality
- Evidence58
- Adoption66
- Hype gap−6
- Incentives62
- Confidence64
buildOne report1 publisher py-libp2p bounds a dev-only /sdp endpoint that believed whatever Content-Length it was told
A temporary signaling harness in the Python libp2p stack buffered exactly as many bytes as an unauthenticated caller claimed. The fix is three constants and an early rejection.
Reality
- Evidence68
- Adoption28
- Hype gap+18
- Incentives66
- Confidence56
buildOne report1 publisher qm start said nothing, the UI said stopped, and only host dmesg named the passthrough failure
A Proxmox 8 GPU passthrough that passed every checklist item still refused to boot. The only signal was an IRQ and vfio interrupt remapping burst in host dmesg, and the reported culprit was an HBA.
Reality
- Evidence42
- Adoption
- Not scored
- Hype gap+14
- Incentives32
- Confidence48