Let’s talk about the WAL token. With a total supply of 5 billion and a circulating price hovering around $0.14, the market cap looks modest—until you look at the March 2026 investor unlocks.@Walrus 🦭/acc
We are currently standing on the edge of "The Great Thaw." For a year, the VCs (a16z, Franklin Templeton, and the usual suspects) have been locked in the ice. Come March, the gates open. If you think a walrus is heavy, wait until you see the sell-pressure from $140 million worth of private-sale tokens hitting the bid.$WAL
"Walrus isn't just a protocol; it’s a masterclass in 'Vaporware-to-Liquidity'
WALUSDTPerp0.1354-3.21%WALAlpha0.13566-3.25%WAL----engineering."
The "Sui" Side-Car
#walrus is tethered to the Sui blockchain like a heavy anchor. Sure, the "atomic composability" sounds great on a whitepaper—allowing smart contracts to poke at data blobs in real-time. But it means if Sui’s ecosystem doesn't become the "Solana Killer" it promised to be, Walrus is just a high-tech hard drive plugged into a dead PC.
The protocol's adoption metrics are currently propped up by "airdrop hunters" and "testnet tourists" who wouldn't know a decentralized data structure if it bit them on the tusk. Once the rewards dry up, we’ll see if anyone actually wants to store their AI datasets on a platform named after a creature that spends 90% of its life napping.