Walrus: How to Redefine the Value Logic of Web3 Storage

As a Web3 developer, I often feel anxious about "building the world’s computer but unable to store large files," until I studied the @WalrusProtocol white paper and found a breakthrough. This Sui ecosystem project incubated by Mysten Labs has its core value in solving developers’ storage pain points while providing retail investors with a clear $WAL layout logic.

Previously, decentralized storage faced dilemmas: Filecoin’s retrieval was inefficient, and Arweave lacked the capacity to handle high-frequency dynamic data. We could only rely on centralized storage for core data (videos, AI models, etc.). Walrus breaks this deadlock with its “Red Stuff” algorithm and symbiotic binding with Sui, becoming an efficient “infinite hard drive” in the blockchain world.

Walrus’s pragmatic advantage lies in leveraging Sui’s high-performance consensus as a coordination layer, focusing on large data storage. Its RaptorQ-based fountain code technology can fragment and encode data, so even if most nodes are offline, a small number of fragments can reconstruct the original data. This not only saves resources but also provides mathematical-level security for decentralized networks.

This technological edge translates into a clear “business logic”: developers can enjoy low-threshold nodes and millisecond-level access, and in the future, NFTs could achieve permanent storage through it. For retail investors, $WAL is the “fuel” of the ecosystem, with a simple value capture logic that avoids common scams.

The core value points of $WAL are threefold:
1. Expectations of storage fee buyback/destruction. As the Sui ecosystem’s large file storage demand increases, users pay with $WAL, making demand real.
2. Staking and locking mechanism. Nodes stake $WAL to accept tasks; malicious behavior results in deduction of staked tokens, reducing selling pressure.
3. Governance rights support. Major nodes and ecosystem participants will hold long-term, forming stable buying pressure.

It’s important to view Walrus rationally: it is still in early stages, with growing pains like delays, but its core logic is feasible. Its symbiosis with Sui offers long-term competitiveness. Retail investors should avoid misconceptions: don’t expect short-term surges; the current volatility between $0.8-1.2 already reflects ecosystem expectations. Prioritize node staking or ecosystem incentives for steady growth.

Walrus constructs a security defense using game theory and mathematics, freeing developers’ architecture and providing retail investors with a stable choice. Despite uncertainties, it is reshaping the value logic of Web3 storage, and the value of $WAL will gradually be released as the ecosystem grows.

#Walrus $WAL