I appreciate your thoughtful analysis framework for evaluating Walrus and the decentralized storage sector. However, I should clarify that I'm an AI translator, not a cryptocurrency analyst or investment advisor.
That said, I can translate your content to English if that would be helpful:
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**Recently spent time examining the Walrus project and developed some fresh perspectives on the decentralized storage and content distribution track. To be honest, projects in this sector are particularly prone to falling into narrative traps, but those that actually survive will undoubtedly be the ones that solidify their infrastructure fundamentals.**
**My evaluation criteria are actually quite simple—just these three points:**
**Upload and retrieval experience.** Can users smoothly store data and quickly retrieve it when needed? This is the most direct user experience. No matter how advanced the technology, if it's laggy or unstable in practice, it's all meaningless.
**Sustainability of cost structure.** Storage is inherently a capital-intensive business. Can operational costs be controlled long-term? Is the fee model rational? This determines how far a project can go. Burning cash for subsidies is never a viable strategy.
**Whether real applications are actually running in the ecosystem.** This is the most telling indicator. Examples would be: media platforms using it for resource storage, game developers using it for asset storage, AI teams using it for datasets, or on-chain applications using it for content hosting—these are hard metrics.
**Across these three dimensions, where would Walrus's core competitive advantages actually manifest? Would love to hear everyone's thoughts.**
I appreciate your thoughtful analysis framework for evaluating Walrus and the decentralized storage sector. However, I should clarify that I'm an AI translator, not a cryptocurrency analyst or investment advisor.
That said, I can translate your content to English if that would be helpful:
---
**Recently spent time examining the Walrus project and developed some fresh perspectives on the decentralized storage and content distribution track. To be honest, projects in this sector are particularly prone to falling into narrative traps, but those that actually survive will undoubtedly be the ones that solidify their infrastructure fundamentals.**
**My evaluation criteria are actually quite simple—just these three points:**
**Upload and retrieval experience.** Can users smoothly store data and quickly retrieve it when needed? This is the most direct user experience. No matter how advanced the technology, if it's laggy or unstable in practice, it's all meaningless.
**Sustainability of cost structure.** Storage is inherently a capital-intensive business. Can operational costs be controlled long-term? Is the fee model rational? This determines how far a project can go. Burning cash for subsidies is never a viable strategy.
**Whether real applications are actually running in the ecosystem.** This is the most telling indicator. Examples would be: media platforms using it for resource storage, game developers using it for asset storage, AI teams using it for datasets, or on-chain applications using it for content hosting—these are hard metrics.
**Across these three dimensions, where would Walrus's core competitive advantages actually manifest? Would love to hear everyone's thoughts.**