Most people focus on narratives like AI, DeFi, or NFTs, but in my view, the real bottleneck sits much deeper: data availability. Without reliable access to data, even the most advanced on-chain applications break under pressure. This is where Walrus starts to matter, not as hype, but as infrastructure that quietly supports everything built on top of it.
What stood out to me while studying @Walrus 🦭/acc is how it treats availability as something that must be provable, not assumed. Instead of trusting storage providers, Walrus uses cryptographic proofs and redundancy to ensure data is actually there when needed. This shifts storage from a promise-based system to a verification-based one.
From an investor and builder perspective, this is critical. AI models, DeFi protocols, NFT metadata, and RWAs all depend on data being accessible long after it’s stored. By making availability verifiable and economically enforced, Walrus positions itself as a foundational layer for future on-chain systems.
This is why I think $WAL isn’t just another token — it’s tied to a real infrastructure problem that grows as crypto matures.