Drak Night

@Plasma

O Plasma voltou à conversa.

Uma vez visto como um experimento de escalonamento em estágio inicial, o ecossistema de criptomoedas Plasma está ganhando novo impulso à medida que as redes blockchain lidam com congestionamento, aumento de taxas e demanda por transações de alta velocidade. Atualizações recentes, integrações estratégicas e uma mudança em direção a modelos híbridos de Camada 2 injetaram nova energia em soluções baseadas em Plasma.

🚀 Por que o Plasma está recuperando a atenção

À medida que a infraestrutura de Camada 2 evolui, os desenvolvedores estão revisitando o Plasma para o que ele faz de melhor: transações seguras, de baixo custo e de alto volume. Em vez de competir diretamente com rollups, o Plasma está sendo cada vez mais posicionado como uma tecnologia complementar.

#walrus
Everyone talks about transactions per second.
Very few talk about data per application.
But the next Web3 cycle won’t be limited by speed —
it will be limited by storage efficiency.
That’s the macro gap Walrus Protocol is targeting.
🌍 The Silent Crisis in Web3
AI agents.
On-chain games.
Social graphs.
NFT metadata.
Real user content.
All of it creates persistent data.
Yet most blockchains were built to move value —
not to store massive, always-available data.
This is where Web3 breaks at scale.
🧠 Walrus Protocol’s Strategic Position
Walrus Protocol is not chasing trends.
It is building a decentralized data availability and storage layer that focuses on:
Large-file efficiency
Low-cost data persistence
Censorship resistance
Performance-first architecture
Designed to support next-generation dApps, not yesterday’s use cases.
⚙️ Why Sui Is the Right Battlefield
Sui offers:
Parallel execution
High throughput
Low latency
Walrus aligns perfectly with this environment, aiming to become Sui’s native data backbone.
Not optional infrastructure.
Core infrastructure.
🪙 $WAL : A Utility Token the Market Notices Late
The $WAL token exists to:
Secure the network
Incentivize storage providers
Enable protocol governance
Power ecosystem operations
History shows these tokens don’t pump early —
they reprice when usage becomes undeniable.
📉 Psychology of an Early Narrative
At this stage, the market says:
“Too early.”
“No hype.”
“Boring infrastructure.”
That’s exactly what people said about:
ETH in 2016
LINK in 2018
SOL in 2020
Infrastructure always looks boring — until it becomes essential.
🚀 The Direction of the Cycle
The next phase of crypto isn’t about speculation.
It’s about:
Real users + real data + real scale
Protocols that solve non-negotiable problems survive every cycle.
Walrus Protocol is positioning in that category.
@Walrus 🦭/acc $WAL

And Walrus Protocol Is Building Before the Market Notices
#walrus
Every crypto cycle has a hidden bottleneck.
Last cycle?
👉 Scalability
👉 Gas fees
👉 Transaction speed
Next cycle?
👉 DATA. Storage. Efficiency. Scale.
And that’s exactly where Walrus Protocol is placing its bet.
🌐 Macro Reality Check
Web3 is evolving fast:
AI-native dApps
Fully on-chain games
Media-heavy NFTs
Social protocols storing real user data
But here’s the problem no one wants to talk about:
Most blockchains were never designed for massive data storage.
Transactions are cheap.
Data is not.
Walrus exists to solve this imbalance.
🧠 Walrus Protocol: Built for the Data Explosion
Walrus Protocol is designed as a next-generation decentralized data storage layer, optimized for:
Large-scale data availability
Cost-efficient storage
Censorship resistance
High-performance Web3 environments
Instead of chasing hype, Walrus is targeting the infrastructure gap that becomes obvious only after adoption explodes.
⚙️ Why Sui Changes the Equation
Walrus is deeply aligned with the Sui blockchain, which offers:
Parallel transaction execution
High throughput at low latency
Developer-friendly scalability
This makes Walrus a natural fit as Sui’s data backbone — not an add-on, but a core component.
Think less “feature.”
Think more “mandatory layer.”
🪙 $WAL Token: Utility Before Attention
The $WAL token underpins the entire system:
Secures the network
Incentivizes storage providers
Enables governance decisions
Powers protocol-level operations
These are the tokens that don’t move first —
they move after the narrative flips from speculation to usage.
📊 Market Pattern Most Traders Miss
Here’s the recurring pattern:
1️⃣ Infrastructure launches quietly
2️⃣ Builders start using it
3️⃣ Usage grows without hype
4️⃣ Market suddenly “discovers” it
5️⃣ Repricing happens fast
Walrus Protocol is still between step 1 and 2.
That’s where asymmetric positioning lives.
🚀 Bigger Than a Storage Project
Walrus isn’t competing for attention.
It’s competing for relevance.
Because in a future where:
AI agents store data on-chain
Games live fully on-chain
Social graphs are permanent
👉 Data layers become non-negotiable infrastructure.
@Walrus 🦭/acc $WAL

@Walrus 🦭/acc

O mercado de cripto está entrando em uma transição macro.
As narrativas estão mudando:
👉 Memes → Infraestrutura
👉 Ruído → Utilidade real
👉 Hype de curto prazo → Posicionamento de longo prazo
E bem nesta transição, o Walrus Protocol está construindo — silenciosamente, deliberadamente, estrategicamente.
🌍 O gatilho macro que a maioria das pessoas está ignorando
Faça a si mesmo uma pergunta:
O que impulsiona a próxima onda do Web3?
Não é mais um DEX.
Não é mais um fork.
Não é mais um meme.
👉 DADOS. Dados massivos. Dados on-chain. Dados de IA. Dados de jogos. Metadados de NFT.

@Walrus 🦭/acc
Os destaques de hoje focam no progresso recente, integrações de ecossistemas e o que está gerando interesse em torno do $WAL token e desenvolvimento de protocolos.
🔹 Atividade mais recente de Protocolo & Ecossistema
Walrus — o protocolo descentralizado de armazenamento e disponibilidade de dados construído na blockchain Sui — está sendo cada vez mais adotado por projetos que buscam soluções de armazenamento seguras e programáveis para grandes conjuntos de dados. �
PANews
O Protocolo da Humanidade anunciou que está migrando seu armazenamento de identidade do IPFS para o Walrus — visando armazenar mais de 10 milhões de credenciais de usuários on-chain com alta capacidade de processamento e garantias à prova de adulteração fornecidas pelo Walrus. �

@Plasma

In late September 2025, the blockchain ecosystem witnessed the launch of Plasma, a next‑generation stablecoin‑focused Layer‑1 network designed to redefine how digital dollars move, settle, and operate globally. With its native token $XPL now live, Plasma aims to become a backbone for stablecoin payments, decentralized finance (DeFi), and cross‑border value transfer — positioning itself at the intersection of traditional finance and digital currency innovation. �
Binance +1
What Is Plasma and Why It Matters
Plasma isn’t a typical blockchain — it’s purpose‑built for stablecoin infrastructure, especially for the world’s largest digital dollar, USDT. Unlike broad‑purpose chains that also support gaming, NFTs, or generic smart contracts, Plasma’s architecture is optimized for:
Zero‑fee stablecoin transfers
Ultra‑fast settlement and high throughput
Deep liquidity from day one
Seamless integration with global financial applications �
Binance +1
The network leverages a customized consensus mechanism called PlasmaBFT, which enables high‑volume transaction throughput and near‑instant finality — a key requirement for real‑world payments and financial systems. �
Plasma
Early traction was strong before launch, with over $2 billion in stablecoin liquidity committed and more than 100 DeFi integrations planned on day one. �
CoinCodex
Mainnet Beta Launch & XPL Token Debut
On September 25, 2025, Plasma’s mainnet beta went live alongside the debut of its native token,. $XPL — a major milestone after months of development, community buildup, and strategic partnerships. �
The Block +1
What made this launch notable:
$2 + billion in stablecoins already live through the network
More than 100 DeFi protocols integrated from day one
Zero‑fee USDT transfers enabled via Plasma’s protocol design
.$XPL token trading began on major exchanges like Binance, OKX, and Kraken
Market cap reached over $2.4 billion at debut �
CoinDesk +1
XPL serves several roles within Plasma’s ecosystem:
Paying for transactions and gas
Incentivizing validators
Supporting governance and staking mechanisms (future phases)
Rewarding users and liquidity providers through incentive programs �
Binance
Ecosystem Growth & Integrations
Plasma didn’t launch in isolation — the ecosystem has grown rapidly with notable integrations and partnerships that expand utility:
Exchange Listings & Infrastructure Support
Bybit listed $XPL and enabled zero‑fee USDT transfers over Plasma for deposits and withdrawals, alongside community rewards campaigns. �
PR Newswire
Kraken integrated. $XPL trading, allowing users to buy and sell the token directly. �
Kraken Blog
Wallets like Backpack and Tangem expanded support for the Plasma network, easing access for users. �
Reddit +1
DeFi Expansion
Projects such as Pendle Finance announced the launch of multiple yield markets on Plasma, with APYs ranging from moderate to high and $900,000 in weekly XPL incentives to support liquidity providers and yield token holders. �
MEXC
Institutional Services
Plasma also secured institutional infrastructure support. Partnerships with custody providers like Crypto.com Custody deliver secure storage and liquidity services for XPL and other assets on the network. �
Crypto.com
Global Expansion & Regulation
Beyond technology and integration, Plasma has moved into regulatory markets, securing licensing and building compliance infrastructure:
Virtual Asset Service Provider (VASP) license in Italy
Establishment of an Amsterdam office to support EU operations
Plans for further licensing under MiCA and broader financial regulations to operate as an electronic money institution, including potential card services or customer fund custody — underscoring Plasma’s push toward regulated real‑world utility. �
TodayOnChain.com
This regulatory outreach signals Plasma’s ambition to bridge the gap between crypto rails and global payments systems.
Challenges and Market Dynamics
While Plasma’s launch and ecosystem growth have been impressive, it operates in a competitive landscape:
Other Layer‑1 and Layer‑2 solutions are also vying for stablecoin payment and DeFi dominance.
Adoption hinges not only on liquidity and integrations but actual transaction volume and real‑world usage.
Token price volatility and network utilization metrics have shown mixed signals, reflecting broader market conditions around stablecoin and DeFi activity. �
Gate.com
Nevertheless, the focus on zero‑fee transactions and payment‑oriented infrastructure differentiates Plasma from many general‑purpose blockchains.
Looking Ahead: Roadmap and Future Features
Plasma’s roadmap for 2026 and beyond includes several ambitious developments:
1. Native Bitcoin Bridge & Liquidity Expansion
Efforts are underway to introduce trust‑minimized Bitcoin bridging, potentially expanding liquidity and enabling BTC‑backed stablecoin activity. �
Plasma
2. Enhanced Decentralization
Progress toward a broader validator set with progressive decentralization, reducing reliance on initial validators and bringing more community control into network governance. �
CoinMarketCap
3. Global Stablecoin Banking
Initiatives like Plasma One aim to build stablecoin banking services in regions such as Latin America and Southeast Asia, targeting areas with volatile local currencies where stable digital money can offer financial stability. �
CoinMarketCap
4. Expanded DeFi & Staking
Further DeFi integrations, advanced staking and delegation mechanisms, and more diverse utility for XPL tokens are expected to bolster network growth and participation.
Conclusion
With its mainnet beta successfully live, deep liquidity, and a growing list of integrations, Plasma’s launch represents a major step in the stablecoin infrastructure landscape. Its focus on fee‑free transfers, global payments capabilities, and a purpose‑built blockchain highlights a shift in the industry toward optimizing digital money for real‑world use.
As the ecosystem evolves, Plasma’s true test will be sustained adoption, deeper regulatory integration, and delivering on its promise to make stablecoin usage practical, secure, and ubiquitous across borders.
Stay tuned for more updates as Plasma and $XPL continue shaping the next chapter in stablecoin‑centric blockchain innovation.
#Plasma

Web3 is evolving faster than most realize—but not all layers are keeping up. Everyone talks about L1s, rollups, or NFTs—but the real bottleneck isn’t speed, liquidity, or hype. It’s data availability.
Without reliable access to massive datasets, modular chains, AI-powered dApps, decentralized identity networks, and cross-chain analytics can’t function at scale. And yet, this problem is mostly invisible to the market.
Enter Walrus Protocol.
Walrus is a decentralized data availability and storage layer, purpose-built for Web3’s next wave. It doesn’t chase token narratives or short-term hype. Instead, it solves the structural problem that will define which ecosystems survive and which fail.
Here’s why it matters:
1️⃣ Mainnet is live and decentralized – 100+ nodes already storing and verifying massive datasets.
2️⃣ Real integrations, real adoption – Chainbase uses Walrus for omnichain AI pipelines. Humanity Protocol leverages it for privacy-preserving credentials.
3️⃣ Modular blockchain fit – Execution layers process transactions, settlement layers finalize, and Walrus ensures data integrity and availability.
4️⃣ Infrastructure, not hype – Protocols that solve unavoidable problems capture durable value. Walrus is quietly positioning itself at the core of Web3.
5️⃣ Developer-ready & scalable – Handles massive data blobs without network congestion, enabling AI, gaming, analytics, and identity applications that will define adoption over the next 3–5 years.
The market often underestimates protocols like this. They don’t trend on day one, but every serious Web3 application eventually relies on them. Once adoption compounds, replacement becomes almost impossible.
📌 Data is the fuel of Web3
📌 Availability is the backbone of trust
📌 Adoption > announcements
📌 Walrus Protocol is the layer Web3 cannot scale without
If you’re serious about the next phase of blockchain, watch Walrus. This is where the real foundation is being built.
@Walrus 🦭/acc #walrus $WAL

<t-58/><t-59/>#walrus
O desenvolvimento de Blockchain há muito tempo se concentrou na execução e liquidação, mas a próxima onda de inovação depende da disponibilidade de dados. Sem acesso confiável a conjuntos de dados em grande escala, mesmo as cadeias mais rápidas e arquiteturas modulares não conseguem funcionar plenamente.
O Protocolo Walrus está surgindo como uma solução chave para esse desafio.
Construído como uma camada descentralizada de disponibilidade e armazenamento de dados, o Walrus permite que aplicações lidem com conjuntos de dados massivos na blockchain, mantendo a verificabilidade, segurança e descentralização. Não se trata apenas de armazenar dados—trata-se de tornar os dados acessíveis de maneira confiável para qualquer aplicação Web3, desde dApps alimentados por IA até sistemas de identidade descentralizados.

#dusk

Em uma era onde a privacidade de dados e a transparência estão na vanguarda da demanda tecnológica, a Dusk Foundation surge como uma pioneira em inovação de blockchain. Ao contrário das redes de blockchain tradicionais, a Dusk é projetada para combinar privacidade total, programabilidade e conformidade, oferecendo uma infraestrutura única para transações financeiras confidenciais.
1️⃣ Privacidade em Seu Cerne
A Dusk aproveita técnicas criptográficas avançadas, como Provas de Conhecimento Zero (ZKPs) e contratos inteligentes confidenciais. Isso garante que as transações permaneçam privadas, mas verificáveis, permitindo que organizações atendam a estruturas regulatórias sem expor dados sensíveis. Em setores como finanças, tecnologia legal e cadeia de suprimentos, essa abordagem centrada na privacidade é um divisor de águas.

@Walrus 🦭/acc #walrus $WAL

As blockchain infrastructure matures, one truth is becoming increasingly clear:
execution without reliable data availability is incomplete.
Most users interact with blockchains through transactions, but applications depend on far more than that. They rely on datasets, state proofs, historical records, identity data, AI inputs, and off-chain computation results. This growing data dependency is creating a silent pressure point across Web3.
Walrus Protocol is built specifically to relieve that pressure.
Walrus operates as a decentralized data availability and storage layer, designed to store and serve large data blobs with cryptographic guarantees. Instead of overloading execution chains or relying on centralized cloud services, Walrus introduces a decentralized alternative that preserves the core principles of Web3.
What makes this important is not just storage—it’s reliability at scale.
As rollups, modular blockchains, and application-specific chains expand, they need a dependable data layer to function securely. Without guaranteed data availability, even the fastest execution layer becomes fragile. Walrus strengthens the entire stack by ensuring that data remains accessible, verifiable, and censorship-resistant.
From an ecosystem standpoint, Walrus supports: • Modular blockchain architectures
• Data-heavy applications such as AI and analytics
• Decentralized identity and verification systems
• Scalable rollups without execution-layer congestion
Strategically, Walrus is positioned where long-term value tends to accumulate—infrastructure dependency. Protocols may compete on speed or fees, but the data layer becomes shared, critical infrastructure across ecosystems.
This is why data availability is increasingly viewed as a first-class component of blockchain design, not an auxiliary feature.
Infrastructure protocols often grow quietly, but once integrated, they become difficult to replace. Walrus appears to be building toward that role by focusing on utility, integration, and structural relevance rather than short-lived narratives.
📌 Data is the fuel of modern Web3 applications
📌 Availability is more important than raw storage size
📌 Walrus is engineering for dependency, not attention
Walrus Protocol is positioning itself as a layer Web3 systems rely on—whether users notice it or not.