Deep Dive
1. Grayscale Adds FIL to AI Fund (9 October 2025)
Overview:
Grayscale rebalanced its Decentralized AI Fund, adding Filecoin (11.4% weight) alongside NEAR, Bittensor, and Render. The fund now targets AI projects leveraging decentralized storage for data provenance and scalability.
What this means:
This is neutral-to-bullish for FIL. While inclusion signals institutional validation and could attract ETF-driven demand, FIL’s weighting trails peers like NEAR (25.8%) and Bittensor (22.1%). Grayscale’s passive strategy means no direct buying pressure, but broader exposure may stabilize sentiment.
(Crypto.news)
2. FIL Drops 4% Amid Selling Pressure (7 October 2025)
Overview:
FIL fell to $2.31, breaching support at $2.36–$2.39 with 5.67M tokens traded. A single-minute volume spike to 530K signaled panic selling, coinciding with Bitcoin’s dip below $122K.
What this means:
This is bearish short-term. The breakdown invalidated October’s bullish reversal pattern, exposing $2.20 as the next support. However, FIL’s 24-hour turnover ratio (14.4%) remains healthy, suggesting liquidity hasn’t fully evaporated.
(CoinDesk)
3. Filecoin Joins IoTeX’s AI Foundry (30 September 2025)
Overview:
Filecoin became an alignment partner in IoTeX’s Real-World AI Foundry, collaborating with Vodafone and Theta Network to build decentralized AI models using verified onchain data.
What this means:
This is bullish long-term. The initiative ties FIL to AI’s data storage needs—a sector projected to require 175 zettabytes globally by 2025. Filecoin’s role in securing training data could drive enterprise adoption, though monetization timelines remain uncertain.
(Cointelegraph)
Conclusion
Filecoin balances institutional tailwinds (Grayscale’s ETF) against near-term technical weakness, while AI partnerships aim to unlock new use cases. With the FIL Dev Summit underway (7–23 October), will protocol updates revive momentum, or will macro headwinds prevail?