I am going to say something controversial that might upset a few people. Most of the Web3 projects we invest in are fake.
I do not mean they are scams. I mean they are technically incapable of doing what they promised. We were sold a dream of a decentralized internet where we own everything. But look closely at your favorite decentralized social media app or that high end blockchain game.
Where are the videos stored
Where are the heavy graphics hosted
They are on Amazon AWS. They are on Google Cloud.
If Jeff Bezos decides to flip a switch tomorrow your "unstoppable" decentralized app goes dark. That realization kept me up at night because it means we have just built a decentralized casino upon a centralized foundation.
This is why my conviction in Walrus WAL is so high right now. It is not just about storage space. It is about removing the single point of failure that threatens the entire industry.
The Economic Nightmare of Web3:
Let us talk about money. The reason developers keep using Amazon instead of decentralized options is simple. The current decentralized options are too slow and too expensive.
If I want to build a YouTube competitor on the blockchain right now I would go bankrupt paying for gas fees and storage replication. I would have to ask users to pay five dollars just to upload a cat video. That is never going to work.
Walrus changes the math.
Because of its unique architecture it makes storing a gigabyte of data incredibly cheap. It slashes the overhead costs. This means developers can finally build apps that feel like Web2. They can build apps that are fast snappy and free for the user while the backend remains fully decentralized.
Speed is the only metric that matters:
I have tried using other decentralized storage networks. They feel like using the internet in 1999. You click a file and you wait. And you wait.
Walrus integrates directly with Sui which creates a user experience that is actually usable. We are talking about streaming quality speed. This is the difference between a cool science experiment and a product that my non crypto friends would actually use.
The Creator Economy Unlock:
This is where the real value lies for me. Think about the creator economy.
Right now if you are a digital artist or a musician you are at the mercy of platforms like Spotify or Instagram. They own your data.
With Walrus we are moving toward a world where the creator owns the file and the distribution channel. You can host your media on Walrus and use the WAL token to manage access. It creates a direct line between the artist and the fan without a middleman taking a thirty percent cut.
My final thought:
I am done chasing hype coins with cute dog pictures. The next bull run is going to be driven by utility. It is going to be driven by apps that actually work.
Those apps need a home. They cannot live on Ethereum because it is too expensive and they cannot live on AWS because it is too centralized. They have to live on Walrus.
We are witnessing the construction of the first real library of the decentralized web. I am securing my spot now because once the developers realize this is the only viable option the train will have already left the station.
Do not let the boring name fool you. This is the most exciting tech I have seen all year.
