2026-01-08 19:21:34

I usually write about tokens and related topics, but recently I've been diverted by the Walrus protocol. What's interesting about this project is that it builds a decentralized storage network within the Sui ecosystem. The more I dig, the more I realize that this thing is actually the "vascular system" of Web3 infrastructure.

WAL has long ceased to be just a trading target for me. From a token perspective, many people only focus on price fluctuations but overlook a fundamental logic: what do real Web3 applications need? They need reliable data storage and transfer. Walrus is doing exactly that.

In the overall landscape of the Sui ecosystem, its positioning is becoming clearer — it's not about competing with other storage solutions for popularity, but providing foundational services for ecosystem applications at the most basic level. Projects at this "pipeline" level are often underestimated.

WAL0,34%

SUI-2,56%

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LayerZeroJunkie

· 01-11 12:16

Got it, another piece of infrastructure has been sleeping in the market. But speaking of which, this "pipeline" story has been told for so long, when will it finally explode?

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GamefiGreenie

· 01-11 07:42

Haha, that's why I increasingly look down on those who only focus on K-line charts. Infrastructure like Walrus is truly severely underestimated. WAL isn't just the blood vessel of the Sui ecosystem; many people are still speculating on expectations, unaware that pipeline-level projects are the real gold and silver business. This time, you really convinced me. I need to study the storage sector carefully. I feel my previous approach was indeed too shallow. Pipeline projects are easily overlooked because no one can quickly tell a story, but in the long run, these are the most resilient. I have to admit, compared to hype projects, projects like Walrus that quietly do their work are indeed more reliable.

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UncleWhale

· 01-08 19:48

The underlying infrastructure is indeed easy to overlook, but that's where the real imagination lies.

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BearMarketSurvivor

· 01-08 19:47

I was just saying, infrastructure is indeed easy to overlook, and many people focus on price. Really, foundational things like WAL may not be hot in the short term, but they are the most valuable in the long run. Pipeline projects are thankless and difficult, but for Sui to succeed, it must rely on these kinds of foundational elements.

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ArbitrageBot

· 01-08 19:38

Haha, pipeline projects are indeed often overlooked, but that's precisely the most profitable position. As for storage... to be honest, I like Walrus because it doesn't follow the hype trend; it honestly focuses on building infrastructure. If WAL can truly become the vessel of the Sui ecosystem, price response is just a matter of time.

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SchrodingersFOMO

· 01-08 19:21

Wow, infrastructure is really easy to overlook, but once you dig in, you realize it's the real deal. Pipeline projects indeed suffer from lack of popularity; retail investors all want something that can tell a story. I agree with the logic behind Walrus; it all depends on whether the ecosystem application side is willing to genuinely use it. Actually, the storage network track is quite competitive. Does Walrus have any core moat? It's probably a bit late to start paying attention now; those who laid out early are already smiling. Honestly, I still prefer infrastructure with a user base; empty shells are no fun no matter how much you hype them. Underlying services sound high-end, but in reality, only a few have truly survived after implementation.

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