From the perspective of an investment thesis, Walrus represents the predominant shift from the realm of Web3 experimentation to the sphere of Web3 enduring value. The risk profile is asymmetric. Adoption will seem slow, but the demand will become apparent when a structural void elsewhere redefines storage as economically and strategically imperative. In such cases, storage networks with a proven capacity for resilience and adaptability are likely to experience rapid repricing, while storage networks that lack such resilience are likely to experience a perception of decline, rather than an gradual decline, followed by a disrepair.

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