#walrus $WAL @Walrus 🦭/acc

Been digging through the latest Walrus metrics this week, and man, the quiet compounding is real. We're only days into January 2026, but the adoption signals are stacking up: partnerships feeding into AI agents, NFT libraries, even EV data payouts via projects like DLP Labs. Storage isn't sexy until your dApp chokes without it — Walrus fixes that with low-cost, erasure-coded blobs that are programmable on Sui.

Token side? Staking rewards feel sustainable, deflationary pressure building toward usage burns, and the 10% subsidy allocation still helping bootstrap real demand without endless inflation. Price has been rough post-launch, no sugarcoating — lots of early folks underwater — but when fundamentals like petabyte-scale capacity and institutional eyes (Grayscale trust launch vibes) start aligning, recoveries hit different.

My thesis hasn't changed: this is the data layer Sui needs to dominate high-throughput use cases. Loading up on conviction dips. If you're in for the long infrastructure play, Walrus is quietly becoming essential. What's your read on where decentralized storage goes next?