Key Takeaways from the Town Hall, from SNO perspective:
These are, in my opinion, the two most influential take aways from the Town Hall:
- StorJ now disclosing revenue
- $1M in monthly recurring revenue and ended June at $13.1M annual recurring revenue
- StorJ now buying back 5% of SNO payouts, starting June 2025
- … This will allow to create a staking mechanism. See this thread
Statements:
- 7x year over year revenue growth
- Data created in the world is increasing 23% year over year
- StorJ states its growing 20% every second month
- 5x new customers, each of which individually can double or triple StorJ Revenue (and enterprise value)
- Object Mount (Cuno FS) is growing
- Valdi (GPUs) is growing
- We spent quite a lot of time talking about this
- StorJ is one of the few dePIN projects, already competetive with hyperscaler, and attracting significant mainstream usage
New Customers, but none stated specifically to be on global, assume all StorJ Select
- Korean government research institute
- Amove
- Already uploaded 1PB, signed multi-PB contract
- NFL Stadium
- Atomos
- 1PB+ AI customer using storage
- One of the largest hospitales
Key Slides
Revenue is up
Revenue is growing
New customer pipeline, but none stated specifically to be on global, assume all StorJ Select
All finished.
Total presenting time:
19minutes