2026-01-16 19:21:25

Recently, Walrus Protocol has been making frequent moves. Global node deployment is accelerating, and the deadline for Tusky data migration has been set—January 19th. The overall ecosystem's enthusiasm has clearly increased.

From a mechanism perspective, the $WAL's deflationary design is quite solid. Users' token usage results in burning, combined with the staking reward system, making this long-term holding logic quite attractive. Many have calculated that users truly participating in the ecosystem can reap significant benefits.

Interestingly, a16z's latest report directly listed Walrus as a key player in the privacy storage field by 2026, which is a notable recognition. The TVL of the Sui ecosystem recently hit a new high. As a data layer solution on Sui, Walrus's potential is indeed there. As the ecosystem prospers and demand increases, the project naturally gains momentum.

The current question is, what do you all think about how far this project can go?

WAL2,2%

SUI0,73%

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PumpingCroissant

· 11h ago

Yes, I feel that WAL's deflationary logic indeed has some substance. With a16z's endorsement and the rise of the Sui ecosystem, this combination is really hitting well.

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WalletDetective

· 11h ago

a16z has explicitly mentioned it, indicating that there is indeed something there. However, when it comes to the deflationary design, I still want to wait and see the actual data rather than just listening to stories.

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SocialFiQueen

· 12h ago

a16z endorsement + Sui ecosystem support, this combination indeed works well. I'm just worried that it might become the next "concept coin" later on, and once the hype fades, no one will pay attention.

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WhaleMinion

· 12h ago

A16z-approved project, this game of chess is indeed interesting. I'm just a bit worried it might be another wave of retail investors getting caught, and it turns into a story of standing firm at high levels...

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CryptoPhoenix

· 12h ago

Remember, this wave of opportunity is just like at the end of 2018, when many people missed the moment of rebirth. --- a16z endorsement + Sui ecosystem support, to be honest, this setup does make people a bit excited. But what I care about most now is how long this deflationary logic can hold, and not end up being just a story of cutting leeks. --- Deadline is January 19th, and the timing is quite tight. Is there really demand or is it just artificially hyped? I always feel that such deadlines tend to pump the market. --- To put it simply, how high Walrus can go still depends on whether the ecosystem demand can truly pick up. Having a beautiful mechanism design alone isn't enough; without users to take over, it's ultimately just a castle in the air. --- Honestly, I’ve learned to analyze such projects after being repeatedly cut. I’ve seen this combination of deflation + staking too many times. The key is whether someone is really using it or just gambling on appreciation. --- The fact that Sui’s TVL hit a new high indeed gives Walrus confidence, but no matter how big the imagination space is, someone still has to buy in. --- What’s most needed now is patience and waiting, not rushing in to gamble on rebirth. True opportunities often go to those who can survive the cycle.

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MidnightTrader

· 12h ago

Will anyone really catch up by January 19th? Or is it just another hype? The a16z report definitely adds weight, but the competition in the privacy storage track is also quite fierce. The deflationary logic sounds great, but how many people will actually participate? That’s the real key. Sui ecosystem TVL hits a new high? Then how much Walrus can actually benefit is the real question. Long-term holding sounds great, but only when it’s implemented will we know if it’s true or not. No matter how good the mechanism is, it still needs users. How many users are there now? Node deployment acceleration is a good sign, but the market response seems lukewarm.

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