Walrus's survival rule is actually just eight characters: find the right track, maintain good balance.



**Value anchoring is sufficiently precise**

Let's see how it breaks through. Traditional storage cards are costly and slow for AI model data notarization, and RWA has high long-term on-chain costs. Walrus uses RedStuff encoding combined with programmable Blob to directly overcome this dilemma. Data is no longer just lying on the chain but can interact automatically, transfer permissions flexibly, support paid access, and be encrypted for privacy. The mainnet has been running for nearly a year, with over 4PB of storage, mainly used for AI and gaming, and RWA is also growing rapidly, indicating that this approach is indeed on the right track.

**The brilliance of ecological balance**

It leverages Sui (capital, community, Gas are all secured), but the core storage layer is self-controlled, not becoming a vassal. It has already attracted 22% of non-Sui ecosystem applications, with cross-chain expansion underway. Conversely, it supports the Sui ecosystem by subsidizing developers and reducing on-chain fees, elevating the entire stack.

**Practical risk hedging**

Interface testing for ETH, Solana, and Avalanche is progressing, aiming to reach over 40% cross-chain share within two years. Lightweight upgrades at the node level, along with subsidies and incentives for Africa and Asia regions. The token mechanism is also iterating—ladder unlocking, Gas subsidies, monthly buybacks—these are not just slogans but are gradually being implemented in practice.

**The underlying insights**

Technology must serve scenarios; it cannot be just flashy for show. While leveraging ecology, it’s also necessary to build barriers simultaneously. Any development must proactively plan for risk prevention. Walrus does not pursue full-chain dominance ambitions but focuses on becoming a storage necessity for the AI era—verifiable, trustworthy, and programmable.

Of course, there are pressures: Sui’s volatility can transmit, technological independence needs strengthening, and scaling node quality is also a challenge. But the project team is proactive, and these issues are being addressed and advanced.

For us, Walrus is a vivid example of Web3 storage moving from "concept hype" to "real infrastructure." Returning to the essence, focusing on value, balancing short-term and long-term, is the way to steady and far-reaching progress. By 2026, it will be a core force in storage narratives.
RWA2,71%
SUI-3,53%
ETH-0,35%
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SorryRugPulledvip
· 13h ago
Stay calm, this set of strategies is indeed different... but the transmission risk of Sui fluctuations still needs to be closely monitored. --- RedStuff coding sounds good, but the level of autonomy still needs to be seen how far it can go. --- 22% of non-Sui applications are integrated? This data is quite solid; finally, some projects are really getting things done. --- The risk hedging lines are laid out so thoroughly, showing sincerity, but I worry that execution might fall short. --- Talking about 2026 again... I’d rather wait and see the mainnet data speak. --- I like this attitude of "not pursuing dominance, just meeting essential needs," too many projects go against this. --- The bottleneck of scaling node quality is really a choke point; don’t end up becoming the target of centralized criticism again.
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Ser_This_Is_A_Casinovip
· 13h ago
RedStuff encoding + programmable blob combo is indeed powerful, but will Sui's volatility really directly cause a dump? It feels like Walrus has fully committed to the Sui ecosystem, and after such a long time of cross-chain development, it still hasn't truly materialized, which is a bit concerning. 22% of non-Sui applications being integrated sounds impressive, but is the actual significance meaningful? Seems a bit superficial. The token monthly buyback has been talked about for so long—when will we see real feedback in the market? Honestly, it all depends on whether Sui can survive until 2026. No matter how good the hype now, it's all pointless if it doesn't. Basically, it's a gamble on Sui not dying + a gamble on whether their technology can keep up—both are high risks, right? RedStuff encoding is definitely innovative, but do you think others in the market will follow quickly?
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DoomCanistervip
· 13h ago
Damn, Walrus's strategy is pretty solid, but I really want to see the cross-chain stability before I get too optimistic. The ceiling on Sui is right there, betting that this thing can stand on its own... Hmm, maybe a bit greedy. The core is just two words—practical work, unlike some who just blow hot air every day.
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SolidityJestervip
· 13h ago
Finding the right track and maintaining balance is easy to say but hard to do. Walrus really timed the market well with this move. Storage has always been neglected, but now finally some projects are taking it seriously, no impatience. There are too many parasites in the Sui ecosystem; Walrus hasn't become a vassal, which is interesting. The cross-chain plan looks quite pragmatic, but whether ETH can truly connect still depends on subsequent developments. When will the 4PB storage capacity break through 10PB, so we can truly evaluate? It's called risk hedging in a nice way, but basically it's a gamble on whether it can really land in the future. Anyway, let's wait until 2026; it's too early to draw conclusions now. The token buyback scheme is getting old; the key is whether the node quality can support the scale. RedStuff coding stack is really a highlight, but is the security verification sufficient? Don't hype it too much; ecosystem volatility transmission can be very fierce.
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MerkleMaidvip
· 14h ago
I really didn't expect storage to be played like this, RedStuff+ programmable Blob is indeed a creative idea. 4PB of data isn't much, but the rapid growth is the key. The fact that RWA is gaining traction indicates that it hits a pain point. The balance between parasites and symbionts in the Sui ecosystem is well managed. The 22% cross-linking rate may not seem high, but the direction is correct. Speaking of which, can a 40% cross-chain ratio be achieved in two years? It feels like progress depends on too many variables. Token buybacks are now widely used, but the actual effectiveness will depend on subsequent operations. Sui's volatility is indeed a hidden risk; if the ecosystem collapses, it would be awkward. The real test will be in the first half of 2025, only then will we know if this strategy works.
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Rugman_Walkingvip
· 14h ago
Really, this balanced gameplay is quite interesting, but I'm still quite concerned about the Sui volatility transmission. --- RedStuff encoding combined with programmable Blob—why hasn't anyone thought of this earlier? --- 22% of non-Sui applications are integrated, indicating that the ecosystem's autonomy is doing well and hasn't completely fallen. --- Aiming for a 40% cross-chain share within two years? Just listen; actual implementation is the real key. --- Compared to projects that shout about full-chain dominance every day, Walrus's focused attitude is much more clear-headed. --- Token mechanism iterations, monthly buybacks—these don't seem to be just talk on paper; this is real substance. --- The subsidy incentives for Asia and Africa are quite clever; while others focus on Europe and America, they are strategically expanding into new markets.
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