THomas Řeid

@Walrus 🦭/acc #walrus $WAL
Walrus tồn tại vì các blockchain, ngay cả những blockchain tiên tiến nhất, chưa bao giờ được thiết kế để lưu trữ loại dữ liệu mà internet hiện đại thực sự vận hành. Các blockchain được tối ưu hóa cho tính toán được sao chép: các nút xác thực sao chép cùng một trạng thái để đồng thuận về sự thật. Sự đánh đổi này hợp lý trong bối cảnh đạt được sự đồng thuận, nhưng lại trở nên cực kỳ kém hiệu quả khi áp dụng cho các tập tin lớn như nội dung đa phương tiện, kho lưu trữ hoặc bộ dữ liệu học máy. Việc sao chép các khối dữ liệu này trên mọi nút là an toàn – nhưng rất tốn kém.
Nghiên cứu về Walrus bắt đầu từ sự mâu thuẫn này. Việc sao chép toàn bộ tạo ra chi phí lớn, trong khi mã hóa xóa bỏ đơn giản thường thất bại trong các mạng thực tế nơi các nút liên tục kết nối và ngắt kết nối, khiến việc khôi phục trở nên tốn kém. Walrus cố gắng đi theo một hướng khác: giữ dữ liệu lớn ở ngoài chuỗi khối trong một mạng lưu trữ chuyên dụng, trong khi sử dụng blockchain như nơi công khai và có thể thực thi trách nhiệm, danh tính và tính minh bạch.

@Walrus 🦭/acc #walrus $WAL
Trong nhiều năm qua, Web3 đã phát triển mạnh mẽ nhờ vào sự thử nghiệm — những ý tưởng táo bạo, các dự án tham vọng và công nghệ thay đổi nhanh chóng. Nhưng khi hệ sinh thái này trưởng thành, câu hỏi không còn là "Nó có đổi mới không?" mà là "Có thể tin tưởng được không?"
Sau đó là Walrus (WAL): một giao thức lưu trữ phi tập trung được thiết kế để giải quyết một trong những thách thức bị bỏ qua nhiều nhất của Web3 — cơ sở hạ tầng dữ liệu đáng tin cậy, lâu dài.
Lưu trữ phi tập trung thế hệ tiếp theo
Walrus không chỉ đơn thuần là việc lưu trữ tập tin; nó còn là đảm bảo dữ liệu được duy trì, mở rộng và luôn có thể truy cập trong mọi điều kiện. Sử dụng mô hình lưu trữ blob và thuật toán mã hóa Red Stuff, Walrus chia dữ liệu thành các mảnh mã hóa và phân phối chúng qua hàng trăm hoặc hàng ngàn nút. Ngay cả khi hai phần ba mạng lưới gặp sự cố, tập tin vẫn có thể được khôi phục hoàn toàn — một mức độ tin cậy chưa từng có.

@Walrus 🦭/acc #walrus $WAL
The first time I noticed Walrus, it wasn’t because of a skyrocketing chart. It was because of a mundane but crucial problem that almost every serious on-chain app faces: while the blockchain itself can be decentralized and contracts unstoppable, the data behind the app often sits somewhere fragile. Think images, videos, AI datasets, game states, app configurations, NFT metadata—even simple logs. If that storage layer fails, gets censored, or becomes unexpectedly expensive, your “decentralized” app quietly turns into a broken website. That’s when Walrus starts to feel less like an experiment on Sui and more like the kind of foundational infrastructure crypto has been missing.

Walrus is a decentralized “blob storage” protocol designed for large-scale files. Instead of requiring every node to store full copies (which is expensive), it uses erasure coding to split data into shards distributed across many nodes, allowing full recovery even if some nodes go offline. Its RedStuff 2D erasure coding system makes the network resilient and self-healing. Imagine tearing a document into hundreds of pieces, distributing them, and still being able to reconstruct the original even if many recipients disappear—that’s how Walrus keeps data safe, durable, and cost-efficient.
Durability and affordability aren’t marketing buzzwords—they’re the product. Walrus keeps storage costs predictable by allowing users to pay WAL tokens upfront for a fixed storage period, which are then distributed to storage providers and stakers over time. This approach ensures that storage isn’t just “paid for” but remains reliable and economically stable.
As of mid-January 2026, WAL isn’t some tiny experimental token. With a market cap around $246M, ~1.577B circulating supply, and healthy 24-hour volume, the market already treats Walrus as a legitimate infrastructure play. It’s liquid enough to matter but early enough that adoption, not hype, could drive meaningful growth.
Why “Not Just for Sui”? While Walrus leverages Sui for transaction settlement, its storage problem is universal. Any chain with real user-facing apps needs reliable off-chain storage. You don’t store a 300MB video directly on-chain—you store it somewhere else and put a pointer on-chain. That “somewhere else” is often the weakest link in decentralization. Walrus fixes that by making storage verifiable, distributed, and economically incentivized.
Unlike many storage projects that are all theory, Walrus is designed for real apps. Builders can store, read, and manage large files—videos, images, PDFs—while the network ensures availability and security. Adoption will show through usage: more blobs stored, more apps relying on it, more WAL flowing to operators, and more predictable economics. Metrics like trading volume and storage growth can help investors gauge real adoption.
Permanence matters strategically. When developers trust storage is durable and affordable, they build products that assume it. Games, AI apps, and NFTs can all rely on a storage layer that persists over time. That reliability locks in adoption naturally—without feeling forced.
Of course, no system is risk-free. Incentives must align, pricing must remain stable, and adoption must grow beyond Sui. But the core takeaway is simple: Walrus is not flashy; it’s practical. It solves a problem most people ignore: decentralization is only as strong as your data layer. If that layer is fragile, your decentralized apps are fragile. Walrus fixes that layer, and that’s why infrastructure tokens like WAL often matter more than hype-driven coins.
Walrus launched its mainnet on March 27, 2025, moving from an idea into production-ready infrastructure. Its efficient erasure coding dramatically reduces redundancy costs compared to traditional replication methods, making permanent storage affordable without compromising reliability. With active developer tooling and integrations, the ecosystem is growing steadily, supporting apps that need long-term data permanence.
For investors, WAL captures value through network usage, staking, and governance, not speculation alone. Its real-world demand comes from a universal need: reliable, permanent storage. AI, gaming, social apps—all rely on storage. Walrus offers a decentralized, dependable alternative to centralized cloud providers, quietly building a layer that becomes indispensable over time.
In short, if you want to understand why WAL matters, look past charts and headlines. Look at data, permanence, and developer adoption. Walrus isn’t about short-term hype—it’s about making the Web3 stack actually work.

@Walrus 🦭/acc
#walrus $WAL
The first time Walrus clicked for me, it wasn’t during a price surge. It was during a quiet moment: I noticed an on-chain app claiming to be decentralized, yet half its user experience still relied on a single server hosting images and data. The blockchain could survive thousands of attacks, but if that server went down, the app would break overnight. That’s the uncomfortable truth: many “Web3” apps decentralize ownership, but not storage. Walrus exists to fix that gap, making it more infrastructure than hype.

As of January 15, 2026, WAL trades around $0.157, with daily volumes between $20M–$24M and a market cap near $248M. Circulating supply is ~1.577B WAL out of a 5B max. This footprint signals WAL isn’t a tiny microcap, but it’s also not priced like a storage monopoly—making it a blend of opportunity and risk.
So, what is Walrus in simple terms? It’s a decentralized storage protocol for large files—or “blobs.” Blockchains are great at recording ownership, transactions, and state—but terrible for big data. Nobody wants to store 300MB videos, AI datasets, medical images, or game assets directly on-chain. Walrus acts as the off-chain storage layer, ensuring data remains retrievable even if some nodes fail or disappear.
A simple analogy: imagine a shipping company. The blockchain is the receipt system proving ownership and timing. Walrus is the warehouse network that actually stores the packages across many facilities. If one warehouse burns down, the package can still be reconstructed elsewhere. That’s survival by design.
Decentralized storage is more than “upload and forget.” Nodes must be paid to keep data available, act honestly, and deliver retrieval quickly. Walrus achieves this via a distributed node network and a retrieval layer, allowing decentralized storage without sacrificing smooth user experience.
This is where WAL becomes essential. WAL is the protocol’s payment and incentive token, used for storage fees, staking, and governance. Its design distributes upfront payments over time to storage nodes and stakers, stabilizing costs in fiat terms despite token volatility. In practice, WAL is fuel + incentive, not a speculative meme. Demand for storage drives WAL’s economic relevance.
Token distribution also matters. Significant portions are reserved for community incentives, with allocations for core contributors and early investors. These dynamics influence supply pressure and pricing, even when the tech is solid.
Why now? In 2026, on-chain apps are growing data-heavy: AI tools, games, social platforms, real-world asset documentation, and compliance records all require secure, verifiable storage. Developers need reliability, speed, and tamper-resistant permanence. Walrus positions itself as the dependable blob storage layer for this next generation.Being built on Sui gives Walrus a home base for smooth integration, but the protocol isn’t limited to Sui apps. Other chains can adopt it, reducing single-chain risk and expanding potential adoption. The tradeoff is straightforward: Walrus wins slowly, not loudly. Success means becoming boring but essential infrastructure, quietly powering apps every day. Risks are real: storage is competitive, centralized clouds are convenient, and user habits are sticky. WAL’s price may fluctuate short-term, but long-term, its value depends on whether apps actually store meaningful data on Walrus year after year.
In short, WAL is a long-term infrastructure bet. It’s not about hype or charts—it’s about enabling decentralized storage that actually works. And when the market quietly depends on it, that’s when you realize its real impact.