We always talk about scalability like it’s a single dimension problem, but it’s not. It has multiple layers: execution, settlement, consensus, and data. Most L2 scaling efforts so far have optimized execution and settlement through rollups, but we haven’t seen the same level of innovation in DA infrastructure. @Walrus 🦭/acc introduces a model where chains don’t have to bear the full economic burden of storing and distributing data themselves — instead they can plug into a dedicated DA layer with cost-efficient proofs and verified guarantees. This helps open the door to more specialized rollups: gaming rollups, app-specific rollups, zk rollups, permissioned enterprise rollups, and even sovereign chains with hybrid trust models. The role of $WAL is particularly interesting because it connects the DA ecosystem through staking, incentives, and decentralization while preserving credible neutrality for devs who don’t want political or governance constraints. Imagine a world where launching a custom rollup becomes as trivial as deploying a smart contract — that’s the kind of environment where product experimentation explodes. And when product experimentation explodes, adoption always follows. Infra plays don’t capture attention early, but they capture value when the ecosystem matures. Walrus feels positioned to grow into that backbone over time, and the people paying attention now will be the ones who are early not just financially, but informationally. #walrus

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