Cogito FinanceCGV

An overview of the Base Ecosystem, with a focus on market leaders.

We believe Filecoin is at an inflection point, as product-oriented founders are building on Filecoin with a keen focus on the feature-rich enterprise apps, tooling, and importantly, the bottom line. Unlike most crypto ecosystems, whose fundamentals are highly circular and correlated to the crypto industry, storage and cloud services are stable, sticky, and uncorrelated with crypto markets. The historical lack of capital on Filecoin, coupled with potentially relatively stable fundamentals versus crypto peers, makes the Filecoin ecosystem an attractive opportunity.