@Walrus 🦭/acc is being valued in the wrong category.

Institutions don’t care about “decentralized storage” narratives. They care about predictable data availability and operational risk. Walrus is built around that priority, which makes it closer to infrastructure than a crypto experiment.

From this lens, $WAL functions as a coordination asset tied to ongoing service reliability, not speculative usage. That’s why Walrus shouldn’t be compared to archival networks at all.

The contrarian truth: Walrus wins by being boring — and boring is exactly what serious capital demands.

#walrus #Web3 #DePIN #Infrastructure 🦭

WAL

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