Arweave 和 AO：链上自治代理的未来

Arweave 是一个去中心化的永久数据存储网络。 AO是一个去中心化的“超并行”网络，突破了传统的限制

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的永久存储架构、AO的超并行计算模型，以及两者将如何驱动链上自治代理的未来发展。同时，还将探讨AR和AO面临的挑战、市场动态以及如何参与其中。

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 是一个去中心化的永久数据存储网络。用户只需支付一次性存储费用即可获得永久数据存储服务。与其他需要持续支付的存储网络（例如 Filecoin）不同，Arweave 使用称为“blockweave”的独特区块结构。每个新区块不仅与前一个区块挂钩，还随机与较早的历史区块挂钩，保证矿工必须持有完整的历史数据才能生成新区块，从而实现数据的长期保存。

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 的原生代币 AR 用于支付存储费用和奖励矿工。当用户上传新数据并支付费用时，大约 85% 的代币会存入基金，用于未来矿工奖励。这种设计确保了矿工的激励独立于用户活动，并增强了对数据永久存储的信心。

Growth trajectory

成长轨迹

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 月推出以来，Arweave 使用量在 2021 年显着增长。下图跟踪了自网络推出以来每周的数据上传情况：

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.

数据存储量于 2021 年 9 月达到顶峰，于 2023 年 6 月触底，此后一直稳步攀升。下图详细列出了每月上传的数据类型。

Arweave usage over time (by size)

随着时间的推移，Arweave 的使用情况（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的兴起推动了Arweave数据存储需求的首次大幅增长。创作者开始将 JPEG 和图像上传到 Arweave，而不是依赖集中式托管服务，这一趋势导致 Arweave 使用量激增。由于其永久和去中心化的性质，Arweave 已成为 NFT 艺术品数据存储的理想选择。

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 年以来，出现了一系列新的用例。在所有类别中，应用程序占用的存储空间最多。这些主要是打包器应用程序，将多个交易和数据打包在一起并将其发布到 Arweave。其中包括 Bundlr（该团队已更名为 Irys.xyz，除了打包器应用程序之外，还将推出自己的数据链）和 Ardrive Turbo。这些应用程序打包的数据包括之前可能被分类为图片、视频或其他区块链数据的内容。除了这些打包应用之外，还有其他项目正在利用 Arweave 的永久存储能力，包括 Lens 的社交应用 Hey、内容发布平台 Mirror 以及 AI 应用场景 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.

从交易数量来看，虽然Arweave根据存储数据的大小收取费用，但不断增长的交易数量或许预示着Arweave未来的发展方向。

Arweave usage over time (by number of transactions)

随着时间的推移，Arweave 使用情况（按交易数量）

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

交易量数据显示，区块链生态系统中增长最快的两个用例是红石和 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 是加密货币领域增长最快的预言机网络之一，为所有主要 EVM 链上的多种资产提供价格数据。该网络的快速增长得益于其不断扩大的合作伙伴关系和产品功能。

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 是基于 Arweave 构建的并行计算和代理消息传递层。虽然仍处于测试网阶段，但其主网计划于 2025 年 2 月推出。 AO 旨在为代理应用程序提供高效的计算基础设施，并利用 Arweave 的永久存储功能来支持链上自治代理。

Criticisms of Arweave

对阿维夫的批评

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:

尽管Arweave的存储模式得到了认可，但它也面临着一些批评，尤其是其较低的费用收入。以下是不同区块链的市盈率对比：

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.

从价格/费用比来看，Arweave 在 L1 链中仅优于 Avalanche。较低的比率表明用户相对于网络的完全稀释价值（FDV）支付较高的费用。这些数字反映了产生的总费用，但没有考虑矿工付款或 Arweave 的捐赠基金捐款。由于 Arweave 将较大一部分费用分配给矿工，因此其短期利润可能会比其他链显得要小。

AR Token Performance

AR代币表现

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项目公布后，AR出现了显着增长。消息公布后，Arweave 代币的价格从每个代币不到 10 美元飙升至 40 美元以上。市场对 AO 给加密货币带来的可能性以及 Arweave 活动的预期增长表现出浓厚的兴趣。

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.

从 2024 年 2 月开始，AR 持有者可以通过在钱包中持有 AR 来积累 AO 代币。目前，新创建的 AO 有 33% 正在流通给持有者，这些代币将在 2025 年 2 月 AO 主网启动时可供转让。

After the mainnet launch, AR holders will continue to

主网上线后，AR持有者将继续