January 13, 2026, the Sui Foundation officially announced the launch of its 'Verifiable AI Economy' strategy. This is a landmark signal, marking that the competition among public blockchains has evolved from a mere race in TPS speed to a battle over AI agent (Agent) ecosystems. However, while the market cheered for SUI, it overlooked the most critical infrastructure piece behind this grand narrative—Walrus.
I. The 'Amnesia' Crisis in the AI Era
Many people fail to realize that the biggest challenge facing decentralized AI is not computing power, but storage. A genuine AI agent requires its model weights, training datasets, and historical interaction memories to be stored in a decentralized manner. If these are still hosted on centralized platforms like Amazon AWS or Google Cloud, the AI is not truly decentralized. As long as a centralized giant presses a single delete button, the AI could instantly 'forget' everything—or even 'die' mentally.
Two, Walrus: Giving Silicon-Based Life a Home
The emergence of Walrus perfectly solves this problem. As the storage layer crafted by Mysten Labs, Walrus is designed for high throughput and low latency data interactions. It uses unique erasure coding technology, allowing AI entities to permanently store massive amounts of data on the chain at an extremely low cost.
In Sui's AI economic model, Walrus plays the role of the 'digital hippocampus'. It is responsible for memory, while Sui is responsible for thinking. When thousands of AI traders and AI game characters run on the chain, every bit of data they generate will ultimately be deposited as a Blob on the Walrus network.
Three, Reconstruction of Investment Logic
Therefore, when we invest in WAL, we are investing not just in a storage token, but in the entire data carrying rights of the Sui AI ecosystem. As long as you believe that AI will explode on the blockchain, then Walrus is the most certain 'shovel-selling' target. At the price range of 0.15 dollars, the market clearly still regards WAL as an ordinary utility token, without accounting for its huge premium as 'AI infrastructure'.