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The choices of giants often hide the true state of the market. Recently, you might notice an interesting phenomenon — Google, Humanity Protocol, and the esports giant Team Liquid are pointing to the same protocol, and this is definitely not a coincidence.
What exactly has the Walrus protocol done to warrant collective investment from these players?
Breaking it down, it has laid out plans in three directions. The first is the AI payment track, where Google's Agentic Payments scheme directly chose the Sui ecosystem's technical route. The second is on-chain identity, which has already completed the migration of over 10 million credential data. The third is esports content, where Team Liquid's match data and event archives are stored and accessed here.
On the surface, these are three different business lines, but essentially, it has become the most critical data infrastructure on Sui. Identity data, financial transactions, gaming assets — everything can be securely and efficiently stored here, ready to be retrieved by the application layer whenever needed.
Once this position is stabilized, how terrifying could the network effects be? We might see the answer by 2026.