THE REAL BOTTLENECK IS HERE. FORGET TPS.
The market everyone is missing is STORAGE. AI, games, social graphs are exploding. Data needs to be accessible. Walrus is the answer. It's not onchain, not fully centralized. It's the sweet spot for ACTIVE data.
Walrus isn't Filecoin for archival or Arweave for permanent. Walrus is for data apps READ DAILY. It’s built for high-performance chains like Sui. Sui's object model makes Walrus data native, not foreign. Developers want seamless storage, not complexity. Walrus prevents Sui data bloat.
Adoption is the real challenge, not competition. Walrus must prove it's invisible infrastructure. When it works, you won't notice. When it fails, it's just forgotten. This is the hardest market to crack.