2026-01-08 19:27:30

Most of the time I am studying various token projects, but recently Walrus Protocol completely changed my perspective. It is a decentralized storage solution operating within the Sui blockchain ecosystem, and more and more I realize that it is actually the kind of "underlying pipeline" infrastructure that Web3's future depends on.

What truly shifted my view is that WAL is not just an investment target. When you peel back the surface and look at its design logic, you'll find that it addresses a core issue: persistent on-chain data storage. On high-speed blockchains like Sui, this need will become increasingly urgent.

Many people are still focusing on specific application layer tokens, but they overlook one fact—without a reliable storage layer, even the best applications cannot go far. Walrus's role in this regard is similar to early internet CDNs, being an unobtrusive yet indispensable foundational infrastructure.

The value of WAL, to me, far exceeds that of a mere trading asset.

WAL3,03%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

24 Likes

Reward
24
10
Repost
Share

Comment

0/400

BearHugger

· 01-10 03:23

Agreed, infrastructure will always be the ultimate winner. That said, how many people truly understand the importance of the storage layer... Projects like WAL are often overlooked because they are too foundational, but that precisely shows how big the opportunity is. However, whether the Sui ecosystem can emerge in the next two years remains to be seen.

View OriginalReply0

RektButSmiling

· 01-10 03:17

The underlying infrastructure has really been underestimated; most people are still just focusing on the application layer, and that's it. WAL is truly different; the urgent storage needs are there, but no one seems to take it seriously. The CDN analogy is spot on; who in the early days of the internet could have imagined that these "invisible" things would be so valuable? Honestly, those who are still only watching K-line charts will eventually have to catch up. Hard storage requirements—once the Sui ecosystem takes off, there's no way around it.

View OriginalReply0

AirdropHarvester

· 01-09 19:52

Just go directly into the Sui ecosystem, infrastructure is the key. --- The storage layer has indeed been overlooked; too many people only focus on application tokens. --- Exactly, another underestimated underlying component. --- The CDN analogy is spot on; this is the real infrastructure. --- Forget it, I’ll continue to farm airdrops. Long-term holdings like this aren’t suitable for me. --- How is Walrus priced now? Is there a good entry point? --- The underlying pipeline sounds very appealing, but the key is whether it can make money. --- Finally, someone explained clearly that not every token is an investment asset.

View OriginalReply0

PseudoIntellectual

· 01-08 19:57

The infrastructure track is often overlooked, but this thing is truly a necessity. --- Honestly, people still speculating on application layers are a bit naïve now. --- That analogy about cdN really hit me; it's something that feels indifferent but indispensable. --- Things like walrus should be held long-term; don't think about short-term arbitrage. --- Agree, the underlying infrastructure is the real moat. --- Storage issues are indeed the Achilles' heel of public chains; someone should have taken this seriously long ago. --- But speaking of which, it feels like the Sui ecosystem is a bit quiet now. Can walrus sustain itself? --- Another underestimated market segment; most people haven't realized it yet. --- I'm optimistic about infrastructure, but it depends on the team's execution; don't want another flash in the pan. --- I agree with this logic, but we need to see real ecosystem growth before knowing if walrus is worth this price.

View OriginalReply0

TxFailed

· 01-08 19:57

ngl, infrastructure plays always hit different once you actually understand the plumbing... learned that lesson the hard way with like three failed storage solutions before this. walrus feeling like the real deal tho, not the usual vaporware

Reply0

ReverseTrendSister

· 01-08 19:57

Damn, I give full marks to the CDN analogy this time. Infrastructure is indeed easy to overlook. --- But to be honest, the ones who can really make money are always the shovel sellers, right? --- I agree that the storage layer is important, but how's the liquidity of WAL now? Don't end up with a great concept and then have it fall into the wrong hands. --- I've been researching Walrus for a while. It all depends on when the Sui ecosystem will truly explode. It's still a bit cold right now. --- It's a good point, but I still think application layer tokens have greater opportunities. Infrastructure is too easily replaced. --- That's a fresh perspective. Need to take a close look at their storage mechanism, don't just listen to the story. --- The Sui ecosystem hasn't taken off yet. No matter how good the underlying layer is, it's useless. --- The investment logic in infrastructure is correct, but the question is when will we see real demand materialize. --- The comparison to CDN is vivid, but the development stages of the Web3 ecosystem are completely different, and the risks are much higher. --- I'm a bit convinced, but I'll wait and see how active the community is before making a move.

View OriginalReply0

MemeKingNFT

· 01-08 19:56

Huh, the underlying infrastructure work like WAL should have been understood long ago. Storage layer matters more than application layer, and not many people have realized this wave. --- Another story about being captivated by the Sui ecosystem... but to be fair, infrastructure is indeed easy to overlook. --- Hey, CDN analogy is good, but the problem is, when will this thing make wallets fat? --- I trust the underlying pipelines, but I'm just worried it might become the next "necessity" to be forgotten. Watching closely. --- Walrus is more solid than most application layer tokens, I have to admit that. --- People who study this kind of infrastructure every day are usually either bottom-fishing experts or seasoned holders... since you believe in it so much, just rest assured. --- Storage issues are indeed a big deal, but I don't know if WAL can hold up until that day. --- When I say this, has WAL already risen, or is it again "enlightening" at the peak? Not doubting, just... asking.

View OriginalReply0

ColdWalletGuardian

· 01-08 19:32

Wow, the infrastructure track is really seriously underestimated. I used to only focus on the application layer, which was pretty naive. The storage layer is indeed unavoidable; WAL's positioning is quite definitive. I understand the analogy with CDN, but can it really take off?

View OriginalReply0

potentially_notable

· 01-08 19:31

Crazy, this is the power of infrastructure. I should have thought of it earlier. --- wal is really underestimated; the storage layer is the key part. --- That's right, but is it too late to enter now... --- Infrastructure is never outdated. I agree with this logic. --- Wait, does that mean the sui ecosystem is the long-term favorite? --- The CDN comparison is a bit aggressive, but it does seem logically consistent. --- No wonder so many big capital players are interested in the infrastructure track. --- I'm tired of the application layer; I really should look into the underlying layer. --- Sounds good, but what do you think about the price? --- I'm just worried that the infrastructure will be squeezed out by various copycats again. --- I just want to ask, is it still too late to buy wal now...

View OriginalReply0

DegenDreamer

· 01-08 19:28

The underlying infrastructure is indeed underestimated, but can Walrus become popular? Right now, everyone is talking about infrastructure stories. --- The cdm analogy is good, but the question is, is the storage demand really urgent? --- It's another "treasure that everyone can't see" story, heard it many times. --- I agree with the storage layer, but why does it have to be Walrus? --- This idea is correct, but wait... will people really pay for storage? --- Once the infrastructure narrative collapses, it will be very bad; caution is needed. --- The Sui ecosystem is a bit competitive; can WAL break through the encirclement? --- No, are you talking about WAL or selling WAL in this article?

View OriginalReply0