2026-01-17 07:31:19

Modular blockchain has become a hot topic of discussion—separating the execution layer, settlement layer, and data availability (DA) layer seems to be the inevitable path to solving scalability issues. But the problem follows: existing DA solutions, whether on-chain or external networks, are constantly balancing cost, security, and decentralized storage, making it difficult to achieve all three simultaneously.

This "impossible triangle" dilemma is exactly what projects like Walrus aim to break. Unlike traditional DA solutions, Walrus's core is not just "making data available," but ensuring data is "verifiable and efficiently retrievable." It is built on decentralized storage networks (similar to Arweave, Filecoin) and its own data retrievability proof (PoDR) technology, creating a new protocol layer.

Using cryptography and economic models to guarantee data integrity and accessibility at any time—what does this mean for Rollups? It means they gain a stronger assurance than simply publishing data. Data is not just published on-chain but is stored, verified, and auditable at any time—this combination opens up new possibilities.

As modularity deepens, those who can truly provide stable, low-cost, and secure solutions at the data layer will hold the discourse in infrastructure. From this perspective, the competition among such underlying data protocols in the DePIN track has just begun.

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GhostChainLoyalist

· 10h ago

The impossible triangle cannot be broken, and in the end, someone has to compromise. Can Walrus do it?

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staking_gramps

· 01-17 07:53

The impossible triangle is back again. Why does it feel like Web3 is repeatedly solving the same problem... Walrus's approach seems to aim at tackling cost, security, and decentralization simultaneously, but can it really achieve that? Honestly, it still depends on whether we can survive the next bear market. There are too many projects being hyped up right now. If the DA layer truly becomes a bottleneck for infrastructure, then competition is just beginning, but first, we need to survive. Whether the days of Rollups are good or bad mainly depends on who has the deepest pockets. PoDR technology sounds innovative, but I wonder if it will face setbacks once actually implemented. Cryptography guarantees integrity? That depends on whether the economic model is robust enough to resist attacks... Walrus aims to break the deadlock, but only if the ecosystem truly needs its solution. The real stakeholders with the most influence are probably early investors and funds.

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ReverseTrendSister

· 01-17 07:51

Once again, it's the impossible triangle breaking point theory... This time it's Walrus's turn, but honestly, PoDR sounds fresh and it's uncertain whether it can withstand the bear market.

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NftRegretMachine

· 01-17 07:47

It's the impossible triangle theory again... If Walrus can break the deadlock, I'll do a live stream eating poop.

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RamenStacker

· 01-17 07:45

The walrus PDR technology sounds good, but how many can truly run the economic model? --- The impossible triangle can't be broken; it still depends on whose incentive model is more resilient. --- DM groups are basically just selling stories. Where is the real killer app at the data layer? --- The path of modularization is becoming more and more granular, and in the end, there needs to be a layer0 to coordinate them, which is a cycle. --- The concept of poDR is good, but I'm afraid it will just be another pretty paper that fails in practical implementation.

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ruggedSoBadLMAO

· 01-17 07:42

Walrus sounds good, but can it really break the impossible triangle? Or is it just another narrative hype?

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ChainSherlockGirl

· 01-17 07:41

According to my analysis, Walrus's move is essentially trying to break through the choke point at DA, but can the "impossible triangle" really be broken... I think in the end, it still depends on whether the economic model is feasible. The wallets of big players will tell the truth; let's wait and see the on-chain data. Haha, this is a capital game—who can survive until the end is the real winner. Well said, but can the costs really be brought down? Question mark. It sounds like redefining storage protocols, interesting, but what about the lessons from Arweave and Filecoin? DePIN is indeed just starting to heat up, but I bet five cents that in the end, it's still a question of whether capital or technology is stronger. Modular layering sounds very sexy, but whether validators are willing to do more work for PoDR—that's the key, right?

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