Arweave 與 AO：鏈上自治代理的未來

Arweave 是一個去中心化的永久資料儲存網路。 AO是一個去中心化的「超級並行」網絡，突破了傳統的限制

This article deeply analyzes the permanent storage architecture of Arweave, the hyper-parallel computing model of AO, and how the two will drive the future development of on-chain autonomous agents. At the same time, it will also explore the challenges faced by AR and AO, market dynamics, and how to participate in them.

本文深入分析了Arweave的永久儲存架構、AO的超並行運算模型，以及兩者將如何驅動鏈上自治代理的未來發展。同時，也將探討AR和AO面臨的挑戰、市場動態以及如何參與其中。

Arweave Overview

Arweave 概述

Arweave is a decentralized permanent data storage network. Users only need to pay a one-time storage fee to obtain permanent data storage services. Unlike other storage networks (such as Filecoin) that require continuous payment, Arweave uses a unique block structure called "blockweave". Each new block is not only linked to the previous block, but also randomly linked to earlier historical blocks, ensuring that miners must hold complete historical data to generate new blocks, thereby achieving long-term data preservation.

Arweave 是一個去中心化的永久資料儲存網路。用戶只需支付一次性儲存費用即可獲得永久資料儲存服務。與其他需要持續支付的儲存網路（例如 Filecoin）不同，Arweave 使用稱為「blockweave」的獨特區塊結構。每個新區塊不僅與前一個區塊掛鉤，還隨機與較早的歷史區塊掛鉤，保證礦工必須持有完整的歷史數據才能產生新區塊，從而實現數據的長期保存。

Arweave's native token AR is used to pay for storage and reward miners. When users upload new data and pay fees, about 85% of the tokens are deposited into a fund for future miner rewards. This design ensures that miners' incentives are independent of user activity and enhances confidence in the permanent storage of data.

Arweave 的原生代幣 AR 用於支付儲存費用和獎勵礦工。當用戶上傳新數據並支付費用時，大約 85% 的代幣會存入基金，用於未來礦工獎勵。這種設計確保了礦工的激勵獨立於用戶活動，並增強了對資料永久儲存的信心。

Growth trajectory

成長軌跡

Since launching in June 2018, Arweave usage has grown significantly in 2021. The following chart tracks weekly data uploads since the network launch:

自 2018 年 6 月推出以來，Arweave 使用量在 2021 年顯著增長。

Data storage peaked in September 2021, bottomed out in June 2023, and has been climbing steadily since then. The chart below breaks down the type of data uploaded each month.

資料儲存量於 2021 年 9 月達到頂峰，於 2023 年 6 月觸底，此後一直穩步攀升。下圖詳細列出了每月上傳的資料類型。

Arweave usage over time (by size)

隨著時間的推移，Arweave 的使用情況（按大小）

In 2021, the rise of NFTs drove the first major increase in demand for Arweave data storage. Creators began uploading JPEGs and images to Arweave instead of relying on centralized hosting services, a trend that has led to a surge in Arweave usage. Due to its permanent and decentralized nature, Arweave has become an ideal choice for NFT artwork data storage.

2021年，NFT的興起推動了Arweave資料儲存需求的首次大幅成長。創作者開始將 JPEG 和圖像上傳到 Arweave，而不是依賴集中式託管服務，這一趨勢導致 Arweave 使用量激增。由於其永久和去中心化的性質，Arweave 已成為 NFT 藝術品資料儲存的理想選擇。

Since 2023, a range of new use cases have emerged. Of all the categories, applications take up the most storage space. These are mainly packager applications that package multiple transactions and data together and publish them to Arweave. These include Bundlr (the team has changed its name to Irys.xyz and will launch its own data chain in addition to the packager application) and Ardrive Turbo. The data packaged by these applications includes content that may have previously been classified as pictures, videos, or other blockchain data. In addition to these packager applications, there are other projects that are taking advantage of Arweave's permanent storage capabilities, including Lens' social application Hey, content publishing platform Mirror, and AI application scenario Ritual.

自 2023 年以來，出現了一系列新的用例。在所有類別中，應用程式佔用的儲存空間最多。這些主要是打包器應用程序，將多個交易和數據打包在一起並將其發佈到 Arweave。其中包括 Bundlr（該團隊已更名為 Irys.xyz，除了打包器應用程式之外，還將推出自己的資料鏈）和 Ardrive Turbo。這些應用程式打包的數據包括先前可能被分類為圖片、影片或其他區塊鏈數據的內容。除了這些打包應用之外，還有其他項目正在利用 Arweave 的永久儲存能力，包括 Lens 的社交應用程式 Hey、內容發布平台 Mirror 以及 AI 應用場景 Ritual。

Judging from the number of transactions, although Arweave charges fees based on the size of the stored data, the growing number of transactions may indicate the future development direction of Arweave.

從交易數量來看，雖然Arweave根據儲存資料的大小收取費用，但不斷增加的交易數量或許預示著Arweave未來的發展方向。

Arweave usage over time (by number of transactions)

隨著時間的推移，Arweave 使用情況（按交易數量）

Transaction volume data shows that the two fastest growing use cases in the blockchain ecosystem are Redstone and AO.

交易量數據顯示，區塊鏈生態系統中成長最快的兩個用例是紅石和 AO。

Redstone is one of the fastest growing oracle networks in the crypto space, providing price data for multiple assets across all major EVM chains. The network’s rapid growth is due to its expanding partnerships and product features.

Redstone 是加密貨幣領域中成長最快的預言機網路之一，為所有主要 EVM 鏈上的多種資產提供價格資料。該網路的快速成長得益於其不斷擴大的合作夥伴關係和產品功能。

AO is a parallel computing and proxy messaging layer built on Arweave. Although it is still in the testnet stage, its mainnet is scheduled to be launched in February 2025. AO is designed to provide efficient computing infrastructure for proxy applications and use Arweave's permanent storage capabilities to support on-chain autonomous agents.

AO 是基於 Arweave 建構的平行計算和代理訊息傳遞層。雖然仍處於測試網階段，但其主網計畫於 2025 年 2 月推出。

Criticisms of Arweave

對阿維夫的批評

Although Arweave’s storage model has been recognized, it has also faced some criticism, especially its low fee income. The following is a comparison of the PE ratios of different blockchains:

儘管Arweave的儲存模式得到了認可，但它也面臨一些批評，尤其是其較低的費用收入。以下是不同區塊鏈的本益比對比：

Looking at the price/fee ratio, Arweave outperforms only Avalanche among L1 chains. A lower ratio indicates that users pay higher fees relative to the fully diluted value (FDV) of the network. These figures reflect the total fees generated but do not take into account miner payments or Arweave's endowment fund contributions. Because Arweave allocates a larger portion of fees to miners, its short-term profits may appear smaller than other chains.

從價格/費用比來看，Arweave 在 L1 鏈中僅優於 Avalanche。較低的比率表示使用者相對於網路的完全稀釋價值（FDV）支付較高的費用。這些數字反映了產生的總費用，但沒有考慮礦工付款或 Arweave 的捐贈基金捐款。由於 Arweave 將較大一部分費用分配給礦工，因此其短期利潤可能會比其他鏈顯得更小。

AR Token Performance

AR代幣表現

In 2024, AR saw significant growth after the announcement of the AO project. After the announcement, the price of Arweave tokens soared from less than $10 per token to more than $40. The market showed strong interest in the possibilities that AO brought to cryptocurrencies and the expected growth in Arweave activity.

2024年，AO專案公佈後，AR出現了顯著成長。消息公佈後，Arweave 代幣的價格從每個代幣不到 10 美元飆升至 40 美元以上。市場對 AO 為加密貨幣帶來的可能性以及 Arweave 活動的預期成長表現出濃厚的興趣。

AR holders can accumulate AO tokens by holding AR in their wallets starting in February 2024. Currently, 33% of newly created AO is in circulation to holders, and these tokens will be available for transfer when the AO mainnet is launched in February 2025.

從2024 年2 月開始，AR 持有者可以透過在錢包中持有AR 來累積AO 代幣。 AO 主網啟動時可供轉讓。

After the mainnet launch, AR holders will continue to

主網上線後，AR持有者將繼續