Recently spent a lot of time researching the Walrus project, and the more I study it, the more I believe it is severely underestimated in the infrastructure sector.

Simply put, what does it do? It provides storage for large files on decentralized nodes—such as NFT images, AI datasets, and similar content. The key is low cost and high usability, even in the face of Byzantine failures, it can maintain stable operation.

The most interesting aspect is its role in the Sui ecosystem. On one hand, it functions as the data layer for Sui, providing programmable and verifiable data storage capabilities for various DApps and AI applications. On the other hand, the WAL token's design is quite imaginative—it can be used to pay for storage fees, as well as support staking and governance participation.

Looking ahead, as AI models' demand for on-chain data continues to grow, the value of decentralized storage protocols like this will only become more prominent. Now is a good time to consider strategic positioning.