In strategic terms, Walrus should be understood not as a speculative narrative but as infrastructure with long-duration relevance. Its value proposition rests on the assumption that decentralized systems will continue to absorb workloads currently handled by centralized platforms. Under that assumption, storage becomes a critical choke point, and protocols that solve it efficiently stand to capture durable value. Walrus’s combination of programmable storage, economic security, and close integration with Sui places it in a strong position, provided it can navigate the operational and governance challenges inherent in decentralized infrastructure.
WAL
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