I look at the market and I see everyone fighting the last war.
For the past five years we have been obsessed with "TPS" or Transactions Per Second. Solana fought Ethereum. Sui fought Solana. Everyone was screaming about who is faster.
I have news for you. That war is over. We won. Blockchains are now fast enough and cheap enough for mass adoption.
So why aren't we seeing mass adoption yet
Because we ignored the other half of the equation. We built a superhighway (the blockchain) but we forgot to build the warehouses (the storage). This is the "Market Vacuum" that nobody is talking about and it is exactly why I am positioning myself in Walrus WAL.
The Hierarchy of Web3 Needs
Think of building a digital civilization like building a house.
First you need the foundation (Consensus/Sui). That is done.
Then you need the plumbing (DeFi/Liquidity). That is done.
Finally you need the walls and the closets (Storage/Walrus). This is empty.
We have trillions of dollars in value sitting on networks that cannot even store a high resolution profile picture on chain. It is absurd. It is a massive structural imbalance in the market.
Why the "Resource Layer" is the next meta
Smart money rotates. It moves from the solved problems to the unsolved problems.
The "Speed" narrative is exhausted. The next massive repricing event will be in the "Resource" narrative. Walrus is not just competing with other storage coins. It is creating a new standard for what a Resource Layer should look like.
It is distinct because it does not try to do everything. It lets Sui handle the logic and it focuses purely on holding the massive weight of the world's data.
The Total Addressable Market reality check
Ask yourself this. Is the market for "sending money" bigger than the market for "hosting the internet"
Absolutely not.
The data storage industry (Web2) is worth hundreds of billions of dollars. It dwarfs the transaction industry. Yet in crypto storage tokens are valued at a tiny fraction of Layer 1 blockchains.
This gap is irrational. And in financial markets irrational gaps always close eventually.
My Strategy
I am betting that as dApps mature they will stop caring about which chain is 0.1 seconds faster. They will start caring about where they can put their petabytes of data without going broke.
When that shift happens capital will flow violently from the "Speed Layer" to the "Capacity Layer."
Walrus is sitting alone at the finish line of that race waiting for the rest of the market to catch up. I prefer to be waiting there first.
