【FIL指数月报】5月虽整体市场呈现下滑趋势 但有效数据存储实现量的突破

【FIL指数周报】由冰河分布式存储实验室和币妈妈研究院共同推出，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5月

FIL INDEX MONTHLY REPORT-May.2021

报告周期：2021.5.1-2021.5.31

Reportingperiod: 2021.5.1-2021.5.31

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 itsvalues 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、5月FIL指数走势概览

Section 1. KEY TAKEAWAYS OF FIL INDEX IN MAY

图1：FIL指数月平均值走势，2020.10-2021.5

Figure 1: Change in FIL index monthly average values, 2020.10-2021.5

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/）、Google公开数据，2021/5.31

Source: ATPool Explorer, Google open data, 2020/5/31

图2：FIL指数2021年5月走势

Figure 2: Change in FIL index in May, 2020

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/ ）、Google公开数据，2021/5.31

Source: ATPool Explorer, Google open data, 2020/5/31l

Filecoin项目由于受币价、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。5月由于FIL价格下跌，导致FIL指数从四月8300点左右高位下降至6000点左右。

In line with trend of FIL price, effective storage power and amount of stored data in the network, the popularity of Filecoin project will also change accordingly. In May, due to the plunge of FIL, the FIL index dropped from a high of around 8300 points in April to around 6000 points.

FIL综合指数五月均值较上月下降28%左右，同期FIL市场热度指数均值较上月下降42.8%；FIL封装热度均值较上月增长9.1%；FIL生态热度指数均值较上月下降48.1%。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。

The average value of FIL index in May was about 28% lower than that of last month, while the average value of FIL market index dropped 42.8% ; the average value of FIL sealing index increased by 9.1% and the average value of FIL ecosystem index decreased by 48.1%.The continuous positive growth and development of Filecoin project is still largely working on building data storage infrastructure.

5月FIL指数标准差为570，比四月该值降低近150，尽管本月FIL价格波动性较大，FIL生态发展速度不一，FIL指数系列值在本月更加趋于集中稳定分布，波动性降低。Filecoin项目的稳定与可持续性发展离不开FIL在二级市场表现得强劲；在数据封装效能的提升以及去中心化数据存储生态的丰富。

The standard deviation of FIL index in May was 570, which was nearly 150 lower than that in April. Although the price of FIL in this month fluctuated greatly and the ecosystem development speed of FIL varied, the values of FIL index tended to be more stable with the volatility decreased. The sustainable development of Filecoin is inseparable from FILl's strong performance in the secondary market as well as the efficiency in data encapsulation and enrichment in the decentralized data storage ecosystem.

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3：FIL市场热度指数2021年5月走势

Figure3: Change in FIL market index, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31l

5月FIL市场热度波动较大且呈向下趋势。FIL价格的持续性波动以及加密投资者市场观望情绪加重，是的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。

In May, the FIL market showed a significantfluctuation and a downward trend. The continuous fluctuation of FIL price and the increasing wait-and-see sentiment of crypto investors make FIL secondary market at inactive in terms of trading volume, number of new wallet addresses and other market indicators.

FIL市场热度指数本月主要影响因素为FIL价格趋势以及换手率变化。5月FIL市场热度数值在5月7日及30日的异常，主要由于网络系统升级对新增钱包地址数的统计异常所致。我们认为FIL市场热度本月应维持在3000-4000点较低水平。

The main influencing factors of FIL market index are the price trend of FIL and the change of turnover rate. The abnormality of FIL market index value in May 7 and 30 is mainly due to the abnormal statistics caused by network upgrade. We believe that the heat of FIL market should be maintained at a low level of 3000-4000 points this month.

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5月6日及5月20日分别增加2500枚及1291枚FIL，灰度对FIL的总持仓量达到5.31万枚。

Among the investors in the primary market, the leading cryptocurrency fund like Gray Scale increased 2500 FIL and 1291 FIL holdings on May 6 and 20 respectively, and the total position of Gray Scale on FIL reached to 53100 regardlessofshrinkageofcryptomarketcap.

图4：2021年5月新增钱包地址数变化

Figure4:Change in new adding FIL adresses, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31l

5月平均每天新增FIL钱包地址数为3755 ，较4月均值减少12.2%。

The dailyaverage number of new FIL wallet addresses in Maywas 3755, a 12.2% lower than that in April.

5月每日新增钱包地址数维持相对稳定的走势，尽管在特定时间由于网络升级出现异常数据增长，其余时间数值在2200-4000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。

In May, the number of new FIL addresses per day maintained a relatively stable trend. Although there are some surges at certain time due to network upgrade , its value fluctuated around 2200-4000 most time. The number of new FIL addresses per day is in a relatively inactive state, and the willingnessto buy FIL is weak.

由于FIL价格的下跌，FIL每日新增钱包地址数恢复到3月FIL币价$70以下水平，侧面反应二级市场观望情绪加重。

Due to the fall of FIL price, the number of new FIL addresses per day returned to the level whenFIL price is below $70 in March, which reflected the aggravation of wait-and-see sentiment in the secondary market.

图5：5月FIL盈利与亏损概率比例变化

Figure 5: Change in probabilityof FIL payoff and loss, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31l

5月FIL价格持续回调，月内FIL均价$99.5，最高价$163.6，最低价$62.3；最高价较均价高64.72%，最低价较均价低37.39%。

The FIL price continued to callback inMay, with the average price of $99.5, the highest price of $163.6 and the lowest price of $62.3. The highest price is 64.72% higher than the average price while the lowest price is 37.39% lower.

由于FIL价格从月初的高于$150回调至月末的$65附近，回调力度超过一倍，使得本月FIL交易日前30天内交易日均价持续走低，进而使得在4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 adjusted back from more than $150 at the beginning of the month to around $65 at the end of the month. This halving the price has made the 30 trading days average price continue to decline, thus greatly increasing the loss probability of short and medium-term investors who bought FIL at a higher price in April.

图6：5月FIL换手率变化

Figure 6: Change in FIL turnover, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31

5月FIL换手率日均值为50.52%，较4月均值降上涨近32%。

The daily average of FIL turnover rate in Maywas 50.52%, which was nearly 32% higherthan that in April.

换手率更高说明市场交易更活跃，更高的换手率也预示着网络价值更容易被低估，本月FIL价格出现加大波动的时候，换手率均明显上升。

The higher turnover rate indicates that the market is more active, and the network value is easier to be undervalued. When the FIL price fluctuates more this month, the turnover rate rises significantly.

尤其在5月19日及20日两天，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，说明主力完成更换，新的行情将会出现。

Especially on May 19 and 20, the turnover rate exceeded 100%, which means that the total volume of FIL traded on the market far exceeded the circulation of FIL, indicating that the main playershas replaced, and a new market will appear.

由于五月中下旬的FIL换手率持续偏高，且FIL价格底部效应已经形成，说明新资金介入的迹象明显，未来上涨的空间相对较大。

Due to the high turnover rate of FIL in the middle and late May aswell as the bottom of FIL price has been formed. This shows that there are obvious signs of new capital intervention, and there is relatively large room for future rise.

三、 FIL指数成分-FIL封装热度指数解读

Section 3: FIL index component- FIL sealingindex details

图7：FIL封装热度指数2021年5月走势

Figure 7: Change in FIL sealingindex, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31

5月FIL封装热度指数均值为7363点，较上月均值上涨9.1%。

The average FIL sealingindexin Maywas 7363 points, increasing9.1% compared with that of April.

5月FIL封装热度指数持续稳定增长，平均每日增长2%与全网有效算力平均每日增速相当。

In May, FIL sealingindex continued to grow steadily with an average daily growth rate of 2%, which is equivalent to the average daily growth rate of effective computing power of the whole 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l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。

On the one hand, the continuous grow of FIL mining index benefits from the steady growth of the effective storagepower of the whole network, on the other hand, it is also due to decrease in data sealing cost due to change in baseline fee.

图8：5月活跃节点数变化

Figure 8: Change in active miners, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31

5月有效节点数均值为2111，较4月均值上涨19.4%。

The average number of effective nodesin Maywas 2111, up 19.4% from the average in April.

五月平均每日新增有效算力达37PiB，平均每日增速为0.68%，较上月有所减慢。

In May, the average daily increase in effective storagepower reached 37PiB, with an average daily growth rate of 0.68%, which was slower than that of last month.

但有效节点数比全网参与节点数比例仍较小，尽管全网有数量较大的节点基数，一方面也证明Filecoin吸引了越来越多节点的参与，但真正参与到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。

However, the number of effective nodesis still smaller than the number of participating nodesin the whole network. Although there is a large number of nodesin the whole network, on the one hand, it proves that Filecoin gains traction as more and more nodes participate in the service, but the proportion of nodes that really participate in the service of Filecoin network is still low and it needs to wait for the continuous encapsulation of data to become active.

图9：5月数据封装成本变化

Figure 9: Change in datasealingcost, April/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31

5月数据封装成本均值为9.5FIL/TiB，较四月均值下降25%。

The average datasealing cost in May was 9.5 FIL / TiB, 25% lower than that in April.

5月数据封装成本持续下降，从接近13FIL/TiB下降至7.5FIL/TiB附近，由于基准费率的调整以及全网效率的升级，将使得Gas费消耗继续下降。

In May, the datasealingcost continued to decline, from close to 13FIL / TiB to around 7.5FIL/TiB. Due to the adjustment of the baselinerate and the upgrade of the whole network efficiency, the gas fee consumption will continue to decline.

而Filecoin6月即将发生的V13 HyperDrive升级将带来趋近于0的gas消耗，同时将全网效率提升10-25倍。

The upcoming V13 HyperDrive upgrade of Filecoin in June will bring gas consumption close to zero and increase the efficiency of the whole network by 10-25 times.

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10：FIL生态热度指数2021年5月走势

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

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/），2021/5.31

Source: ATPool Explorer, 2020/5/31

5月FIL生态热度指数均值为6053点，较四月均值减少近48%。

The average value of FIL ecosystem index in Maywas 6053 points, an decrease of nearly 48% compared to that in April.

5月FIL生态热度指数保持相对稳定，维持在6000点左右附近，生态指标发展相对缓慢。

In May, the FIL ecosystem index remained relatively stable, around 6000, and the ecosystem development was relatively slow.

本月FIL生态在有效数据存储实现量的突破，同时有150支团队申请加入FilecoinLaunchpad加速营中，为Filecoin的生态发展注入新的活力。

This month， FIL ecosystemachieved a breakthrough in effective data storage. At the same time, 150 teams applied to join the Filecoin launchpad to empower innovation into the ecosystem development of Filecoin.

图11：5月Github提交数变化

Figure 11: Change in Github proposals, May/2021

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/）、Github公开数据，2021/5.31

Source: ATPool Explorer, Githubopen data, 2020/5/31

图12：5月Google指数变化

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

数据来源：雅典娜浏览器（https://www.atpool.com/zh-CN/）、Google公开数据，2021/5.31

Source: ATPool Explorer, Google open data, 2020/5/31

5月Filecoin在开发者社区活跃度较低，本月一共提交27起开发提案。

In May, Filecoin remained inactive in the developer community, with only 27 proposals submitted to Github.

5月Filecoin在普通受众社区活跃度稳定，与4月相比在Google的平均每天搜索指数基本持平为47左右，在全球搜索领域保持相对活跃。

In May, the activity of Filecoin among general community was stable. Compared with April, the average daily retrieval index of Filecoin on Google was about 47, showing it is relatively active at global scale.

5月全网有效数据存储单1794起存储数据38TiB左右，较4月分别增长近3倍及2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，后续随着Filecoin网络向奖励有效数据存储已发展方向前进，Filecoin网络的实用价值将会体现。

In May, there were 1794 valid data storage orders in the whole network, with38TiB stored data which was nearly three times and two times higher than that in April respectively. Although the effective data volume still accounted for a small proportion compared with the effective storage resources, the data storage realized a substantial increase in this month. In the future, with the development of Filecoin network towards rewarding effective data storage, the practical value of Filecoin network will be realized.