2026-01-16 08:31:38

The storage track has recently become popular again. After taking a close look at related projects, I found a problem: now that on-chain applications are exploding—AI, blockchain games, various L2 solutions—they all face the same core bottleneck—where to store data, how to ensure security, and how to control costs.

Walrus takes an approach of breaking these issues down one by one. It’s not a project that just talks about concepts without practical support. From the perspective of data storage, it addresses real needs at the infrastructure layer.

Honestly, there aren’t many people paying attention to this direction in the market right now; everyone’s attention has been diverted by hot coins. But these kinds of infrastructure projects tend to be slow to heat up—initially unremarkable, only showing their value when the ecosystem really takes off.

My idea is to keep observing and see how its ecosystem development progresses before making a judgment. This type of project requires time to validate.

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StrawberryIce

· 13h ago

Storage is indeed infrastructure, but to be honest, most people only look at short-term fluctuations. Who has the time to ponder this? For slow-burn projects like Walrus, by the time the ecosystem really develops, it might be too late, so watching now is the right move. I'm just worried it will become another "next big opportunity" that everyone expects, only to fizzle out later. The hardest part of these infrastructure projects is going from concept to implementation. Frankly, it still depends on actual applications to verify their value. I quite agree with the author's view, but slow-burn projects test patience the most. Most people simply can't hold on.

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LiquidationTherapist

· 01-16 18:59

Storage is indeed often overlooked, but infrastructure is the real key. Everyone is chasing hot coins now, but no one paying attention to infrastructure is really an opportunity. The Walrus idea is good; slow-burn projects test patience. But it still depends on whether the ecosystem develops; having just a concept is useless. Let's wait and see; these types of projects can't be rushed.

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LiquidatedNotStirred

· 01-16 10:35

Data storage has indeed been overlooked, but whether Walrus can make it to the end is hard to say. Infrastructure is always being exploited, let's wait and see. The storage sector is still very competitive; only those who survive until the ecosystem explodes will have a chance. Honestly, projects like this are really boring in the early stages, but the boring things are often the most valuable. I agree with Walrus's logic, just worried that the competitiveness might not be strong enough. Let's wait until the ecosystem develops before making a judgment; it's too early to draw conclusions now. Underlying infrastructure is indeed a necessity, just a matter of time. To be honest, we're still in the observation period, nothing much to say. The biggest risk for projects like this is if the ecosystem doesn't develop, then everything is over.

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YieldWhisperer

· 01-16 09:01

actually lemme see the tokenomics first before i get hyped on this "infrastructure play" narrative ngl

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RektDetective

· 01-16 08:55

Storage has indeed been seriously undervalued, but whether Walrus can truly be implemented is another matter. Continuing to observe.

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DataPickledFish

· 01-16 08:54

Storage has indeed been overlooked, but the real bottleneck issues are these few problems. Walrus has thought it through. --- Infrastructure projects are like this; no one pays attention at the beginning, but later everyone regrets it. --- But it still depends on whether the ecosystem can take off; just having a concept isn't enough. --- This kind of thing requires time to verify. Don't rush to go all in—that's the right approach. --- Data storage is indeed a necessity; it all depends on who can truly solve it. --- Let's wait and see. Don't be brainwashed by hot coins; this is the long-term value. --- Walrus still feels like the type that focuses on doing the work and isn't very good at marketing. Take it slow.

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HashBrownies

· 01-16 08:52

Infrastructure is indeed easy to overlook, but it’s often the most profitable. Honestly, projects like Walrus are just a waste of resources; they have no popularity in the early stages. Slow-burning projects require patience, but the prerequisite is that the team doesn’t run away. Storage needs are truly essential; it all depends on who can survive until the end. In these niche tracks, there might actually be opportunities, since everyone is focused on hot topics. Let’s wait and see; now is not the right time to enter. Real infrastructure projects will eventually succeed, but some will also fail.

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CascadingDipBuyer

· 01-16 08:47

Storage is indeed often overlooked, but Walrus's approach is solid, unlike some that just talk big.

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BearMarketMonk

· 01-16 08:41

Another story of the "infrastructure savior"—I've heard it too many times. That said, it's understandable that no one pays attention, because everyone is betting on sentiment rather than cycles. Slow-burn projects are like cultivation; most people can't wait for the moment when the flowers bloom... Let's observe and wait, there's plenty of time anyway.

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LeekCutter

· 01-16 08:36

Infrastructure is always underestimated, and it will be too late when it finally gets used. --- Storage indeed doesn't get much attention, but that's exactly where the opportunity lies. --- I believe in slow-burn projects, just worried they never heat up. --- Does Walrus have real-world applications? Don't let it become another vaporware project. --- If the cost of putting data on the chain can be truly solved, this has great potential. --- Observation+1, let's wait until the ecosystem develops; anyway, few people are paying attention now. --- Another "waiting for the right moment" story, I've heard too many. --- Infrastructure play, these kinds of things make big money, it all depends on who can reach the endgame.

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