Alice-007-凌凌七

Alice-007-Ling Ling Qi × Ultiland Joint AMA is about to start

📌 TUTU《Kingdom》Launch Announcement Session
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📌 How Assets Enter the @ULTILAND System and Continuously Support $ARTX

⏰ January 15, 20:00 (UTC+8)
🎙 Host: Hollow Y
🎙 Guest: Ryan (Ultiland Business Manager)

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Special Note:
This AMA will feature a 【Continuous红包Drop Mechanism】throughout the event
Not a one-time benefit, but multiple rounds triggered at irregular intervals throughout the session

We recommend full participation, as key information and红包 will be released during the event.

The differentiated competition in the storage赛道, how much advantage does Walrus have?

Decentralized storage is not a new concept, but Walrus's approach clearly differs from Filecoin and Arweave. It does not pursue permanent storage or a massive number of nodes, but instead focuses on data availability proofs and deep integration with the Sui ecosystem.

From a technical architecture perspective, Walrus adopts a Delegated Proof of Stake (DPoS) mechanism, where node operators participate in network security and governance by staking WAL. This design lowers the entry barrier, unlike Filecoin which requires high-end hardware. Storage nodes can be deployed quickly—Pipe Network's 280,000 nodes are already providing edge CDN services—and Veea Inc. is also using Walrus for edge computing storage in AI applications.

Cost advantage is a key weapon. The Quilt solution reduces small file storage costs by 420 times, which is crucial for DApps that require frequent data writes. In contrast, while Arweave's permanent storage offers unique value, Walrus's flexibility is better suited for temporary data or applications needing deletion functionality.

In terms of market performance, WAL's circulating market cap is $240 million, a significant gap compared to Filecoin's billion-dollar scale. But this also means greater growth potential. If the Sui ecosystem continues expanding—currently Sui chain TVL has reached $1.06 billion—Walrus, as infrastructure, will benefit directly.

Risks must also be addressed. Current daily revenue is under $700, monthly revenue just over $2,000, which is completely mismatched with a $240 million market cap. This is a classic case of "expectation pricing," betting on future adoption growth. If active usage remains at this level a year from now, the valuation will be unsustainable.

Ultimately, competition in this赛道 comes down to ecosystem and use cases. Walrus has backing from Sui, a16z, and Binance, giving it a strong starting point. But whether it can succeed depends on its progress in real-world implementation over the next six months.
@Walrus 🦭/acc $WAL #Walrus

Signals from community activities

The Binance CreatorPad event kicks off on January 9th, with a prize pool of 3.06 million DUSK to attract content creators. This marketing approach is quite clever—not just dumping money to pump the price, but using incentive mechanisms to encourage organic community spread. The participation门槛 is low too; completing designated tasks allows you to share in the rewards, making it beginner-friendly.

The Sozu staking airdrop is even more interesting. Rewards are distributed daily starting January 6th until July, offering sustained incentives over half a year. This design clearly aims to filter out long-term holders—short-term speculators won't last that long, leaving behind those who truly believe in the project. Minimum staking is 1,000 DUSK with no upper limit, allowing both big players and small investors to participate, preventing excessive centralization of ecosystem power.

The discussion atmosphere on social media is relatively restrained, without the typical hype-driven FOMO. On Reddit, users are researching node monitoring tools; on Twitter, opinions lean more toward fundamental analysis, with discussions focusing on the progress of the NPEX license, technical details of the DRC20 token standard. This calm community environment actually feels reassuring—after all, projects that get overly hyped often crash quickly.

The official account has 80,000 followers, not a huge number, but the engagement quality is strong. Recent tweets emphasize Hedger Alpha's privacy features and DuskEVM's compatibility, sending a quiet message of "doing, not talking." Combined with the Rusk v1.4.2 mainnet upgrade activated on December 17th, the technical iteration pace remains steady. The market may not have fully priced in these developments yet, but the information is there—those who recognize value will see it.

@Dusk $DUSK #Dusk

Community sentiment is heating up, can the mainnet narrative deliver?

These past few days, browsing Twitter, I've noticed the discussion around Walrus is gradually gaining momentum. Compared to last year's testnet phase, the focus now is shifting toward mainnet launch and real-world application.

Several key opinion leaders' perspectives are quite representative. @EmanAbio directly stated that the mainnet is a game-changer for Web3 projects migrating to Walrus, speaking with strong confidence. @jay_p_sui is promoting the testnet's deletable blob feature and tokenomics, encouraging developers to participate in early construction. @vinidotsui, from an investment standpoint, suggests participating in staking and tasks to accumulate potential rewards.

Real-world use cases are also increasing. SnowReads uses Walrus to store scientific papers, achieving open-access archiving; realtbook places NFT collections on Walrus, ensuring decentralized access. These are not just PowerPoint projects—they are genuine use cases.

AI integration is another hot topic. The official positioning of Walrus is as a "data marketplace platform for the AI era," and community discussions frequently highlight its ability to provide verifiable, trustworthy data for AI applications. Although specific AI use cases are still limited, the narrative direction has already been established.

However, rationality is still needed. Current daily active users are only around 45, with roughly 1,000 daily transactions, and on-chain activity is still in its early stages. Protocol revenue over the past 30 days is only $2,247, far from achieving real "value capture."

How far the mainnet narrative can go ultimately depends on whether the product can truly solve developers' pain points. Sentiment may drive short-term price increases, but long-term value needs data to back it up.

@Walrus 🦭/acc $WAL #Walrus

The strategic ambitions behind Chainlink integration

The Chainlink integration announcement on November 13 last year was seen by many as "just another oracle partnership," but a closer look at the technical details reveals far greater significance.

The CCIP cross-chain interoperability protocol enables DUSK and other assets to move securely across different blockchains, solving the most pressing issue of fragmented liquidity in RWA tokenization. A tokenized fund share can be issued on Ethereum, traded on Polygon, and finally settled on Dusk, all while maintaining compliance and auditability.

DataLink and Data Streams bring NPEX market data on-chain, supporting pricing and settlement for on-chain securities.

This coordinated approach clearly aims to become the on-chain settlement layer for regulated financial markets. Traditional securities settlement cycles of T+2, high intermediary fees, and delayed cross-border transfers can all be compressed to minutes via smart contracts. Dusk's privacy layer ensures institutions don't expose their trading strategies, while regulatory interfaces allow auditors to conduct legally compliant reviews—satisfying both sides.

The current question is not whether the technology can be achieved, but how quickly institutions adopt it. NPEX's progress serves as a key indicator—successful licensing and launch of trading would give reassurance to other hesitant institutions. Cordial Systems' custody solution and DuskVault's institutional wallet are already in place. The infrastructure is ready; now it just awaits application explosion.

@Dusk $DUSK #Dusk

Backed by a16z, promoted by Binance: What do institutional investors think?

Institutions often have sharper instincts than retail investors. Walrus completed a $140 million private fundraising in March 2025, led by a16z and Standard Crypto—two names whose investment acumen in the crypto space needs no introduction. Even more telling, a16z’s report released on January 8 this year specifically highlighted Walrus as a key infrastructure component of the Sui ecosystem, a validation of significant weight.

Binance’s moves have also been clear. On October 10 last year, WAL was listed with multiple trading pairs: USDT, USDC, FDUSD, BNB, and TRY, covering major stablecoins and platform tokens. Such treatment is typically reserved for top-tier projects. In early January this year, Binance launched a $300,000 WAL incentive campaign, directly driving the price up 15% from its bottom to $0.156.

Traditional financial institutions are also taking notice. Grayscale launched a Walrus trust product last summer, offering institutional investors compliant exposure to WAL. Although the exact scale remains undisclosed, Grayscale rarely establishes trusts for small projects, indicating strong long-term confidence.

Looking at the token distribution, the current market cap stands at $240 million, with an FDV of $760 million—meaning over 68% of the tokens remain unlocked. The community reserve of 690 million WAL will be linearly released through 2033, spanning an 8-year vesting period, providing ample time for project development and avoiding short-term selling pressure.

Institutional positioning typically precedes the market by several months. Retail investors entering now are, to some extent, following the lead of smart money.
@Walrus 🦭/acc $WAL #Walrus

The underrated compliance and privacy sector

The market is always searching for the next narrative. RWA tokenization has been talked about for over a year, yet truly落地 projects remain scarce. Dusk's progress in this direction is often overlooked, but the data doesn't lie.

NPEX, a Dutch licensed exchange, is currently applying for a DLT-TSS license and plans to tokenize securities worth 200-300 million euros. Their STOX trading platform is expected to open its waitlist this month—not a proof of concept, but real institutional capital preparing to go on-chain. Quantoz's EURQ stablecoin and 21X's institutional RWA access channels are all building infrastructure around compliant scenarios.

From a technical standpoint, Dusk occupies a critical position. EU regulations like MiCA and MiFID II impose strict requirements on financial blockchains: transparent and auditable on-chain, while also protecting commercial privacy. Traditional public chains fail the former, while consortium chains lack the latter—zero-knowledge proofs perfectly fill this gap.

Institutional holdings are expected to rise to 70% this year. Behind this number is Wall Street and traditional finance recognizing compliant privacy technology. While retail investors are still speculating on Meme coins, smart money is already building infrastructure that can pass regulatory scrutiny. With a market cap of over $30 million, the valuation appears significantly undervalued compared to peers, leaving clear room for correction.

@Dusk $DUSK #Dusk

A new player in the decentralized storage arena, data speaks

In the decentralized storage space, Filecoin and Arweave have already captured significant shares, but Walrus Protocol has carved out its own path. Built on the Sui network, it focuses on large binary files and media storage—a unique positioning.

Currently, Walrus has stored 833TB of data across 4.5 million data blocks (blobs). The capacity limit is 4,167TB, with utilization at around 26%, leaving ample room for growth. Daily active users are approximately 45, but considering this is an infrastructure protocol targeted at developers and project teams rather than retail users, this number actually indicates early adopters are already using it in practice.

The Quilt batch storage solution launched in July is a standout feature. It reduces small file storage costs by 420 times, which is highly attractive for AI applications and Web3 projects requiring massive data storage. Projects like Tusky and Gata have already integrated it, proving the technical solution is viable.

The tokenomics are also reasonable. Total supply is 5 billion tokens, with 1.577 billion in circulation (31.5% of total). Over 60% is allocated to the community, including airdrops, subsidies, and reserves. This design avoids early dumping pressure and provides ample time for ecosystem development.

Market cap is $240 million, FDV is $760 million, giving a multiple of about 3.2x. Compared to some projects with FDV multiples of 10x or more, this valuation is relatively conservative.
@Walrus 🦭/acc $WAL #Walrus

The ecosystem is accelerating after the mainnet's first anniversary

On January 7th, just after DuskDS mainnet celebrated its first anniversary, the official team didn't hold any flashy celebration but directly launched a modular architecture upgrade. This pragmatic approach stands out in today's landscape—while most projects hype up roadmap PPTs for their anniversaries, Dusk is quietly delivering products.

DuskEVM is now fully functional and could go live on mainnet at any moment. This means developers can directly build dApps, DEXs, and lending protocols on Dusk using familiar Solidity tools. DEXs and lending protocols are already running on the testnet. When Pieswap launched, its PIE token included a fee-sharing mechanism, and the Sozu staking platform has been distributing daily airdrops since January 6th, continuing until July—these ecosystem projects are beginning to create network effects.

Even more noteworthy is the public beta launch of Hedger Alpha on November 6th. It enables private EVM transactions while still allowing regulatory audits—an extremely precise balance. Traditional privacy coins are either fully anonymous and rejected by regulators or fully transparent, losing their privacy value. Dusk's zero-knowledge proof technology has forged a third path.

With Chainlink's CCIP cross-chain integration and DataLink data stream support, the tech stack is now highly complete. Although the ecosystem started slowly, every step has been grounded in real-world needs, not just for the sake of DeFi.

@Dusk $DUSK #Dusk

Technical indicators show clear bullish signals, a short-term breakout is imminent

Recently, watching the charts, WAL's price action has been quite interesting. The current price is stable around $0.152, with a 24-hour gain holding steady at about 4%. Although it doesn't appear explosive, the technical signals are quite clear.

On the daily chart, the MACD has formed a golden cross, and the histogram continues to strengthen. The RSI indicator is at 58.66, neither overbought nor oversold. More importantly, the price is trading above all major moving averages—12-day, 26-day, and 50-day—providing strong support. This bullish alignment is relatively rare in a choppy market.

Looking at the derivatives market, open interest remains at $13.24 million, with only a -0.12% change over 24 hours, indicating that large players aren't rushing to exit. Funding rates show -0.0195% on Binance, meaning shorts are paying longs, reflecting a market sentiment biased toward long positions.

The liquidation heatmap shows $108,000 in long positions accumulated around $0.148, while $72,000 in short positions are clustered near $0.156. If the resistance level is broken, it could trigger a short squeeze. Of course, a breakdown below support should also raise concerns about cascading liquidations.

Overall, the technical outlook is bullish but not aggressive. A conservative approach would be to wait for a pullback to confirm support before entering.
@Walrus 🦭/acc $WAL #Walrus

Opportunities in the Privacy Blockchain Amid Volatility

Recent market adjustments have caused significant pullbacks for many projects, and Dusk is no exception. Today's price is fluctuating around $0.0654, down 15% in the past 24 hours, with market capitalization回落 to $31.86 million. However, looking at the longer-term technical indicators, the picture remains solid—RSI is hovering around 62, the MACD histogram continues to strengthen, and the price is firmly above both the 12-day and 26-day moving averages.

Interestingly, subtle changes have emerged in the derivatives market. Open interest has dropped by over 30% in a single day, falling to $5.96 million, indicating that many leveraged traders are stepping back and watching. Funding rates on Binance and MEXC have turned negative, meaning short positions are paying long positions—this often signals overly pessimistic market sentiment. From the liquidation heatmap, there is a $238,000 long liquidation wall clustered around $0.0640. If this level holds, it could form a solid technical support.

In the short term, the hourly chart does show some weakness, but when extended to the 4-hour and daily charts, the overall trend remains upward. The ADX strength indicator is in the 37–41 range, indicating that the primary trend’s momentum has not yet weakened. For those willing to tolerate volatility, this correction may be an opportunity to reassess their positioning. After all, on the privacy compliance track, truly operational projects are few and far between.
@Dusk $DUSK #Dusk