Recently $WAL The price of cryptocurrencies is falling again. Of course, I think the overall market environment is also a major factor. Many people are saying they want to cut their losses. But I think everyone might be overlooking the most crucial point: the biggest bottleneck in Web3 right now is not the lack of users or regulation, but infrastructure. Why are so many dApps lagging and providing a poor experience? The core issue is that storage costs are too high.

For an ordinary NFT project, the cost of simply storing images can crush a small team, so 90% of projects ultimately still secretly use centralized services like AWS and Alibaba Cloud, while the white paper claims 'decentralization' is purely self-indulgent.

Previous decentralized storage solutions were basically useless: Filecoin is ridiculously expensive, Arweave uploads are slow and costly, and if an IPFS node goes offline, the data is lost. Developers had no choice but to continue using traditional cloud solutions.

Things are different now that Walrus has arrived. It uses advanced erasure coding (Red Stuff algorithm) to significantly reduce storage costs—reportedly many times cheaper than Filecoin and Arweave, even approaching centralized cloud levels. Data is fragmented and stored across multiple locations, requiring only 4-5 times redundancy to withstand most node outages (even if 2/3 of the nodes have issues, the data can still be restored), which represents true persistence and reliability.

This is not just talk; it is a genuine necessity. Once storage costs decrease, on-chain applications can explode: games will evolve from pixelated graphics to high-definition AAA, social platforms will truly empower users, and NFTs will support videos, music, and even VR content.

The current market suppression of WAL prices is largely because people still view infrastructure projects through the lens of meme speculation. Reflecting on the 2000 internet bubble, companies like Cisco and IBM, which were seen as 'boring' infrastructure stocks, were neglected, yet they are the ones that survived.

Walrus is now somewhat like early AWS: when it first emerged, no one believed in it. What does a book seller know about servers? Eventually, it became the most profitable part of Amazon.

Of course, infrastructure projects take time to gain traction and require real adoption to prove their value. But if you believe that Web3 will replace parts of the traditional internet, then decentralized storage is an unavoidable hurdle, and Walrus has already seized the opportunity.

The question is, are you willing to patiently wait for infrastructure to take off, or will you continue to gamble on those get-rich-quick memes?

What truly changes the game is often not the loudest, but the most practical.

@Walrus 🦭/acc $WAL #walrus #WAL