2026-01-08 09:21:03

The story of the AI data stack has been especially popular lately, but there aren't many projects truly worth betting on. I've recently been researching Walrus Protocol, and the more I look at it, the more I feel it has potential.

How to judge if a project is reliable? I look at three dimensions.

**Is the track big enough?** — The AI data market has trillion-dollar potential, no doubt about that. The problem is that the current infrastructure is a mess. Walrus is focusing on the "developer platform" niche, which is a pretty accurate positioning, not just blindly riding the hot trend.

**Does it have technological barriers?** — This is key. Walrus isn't just about storage; its "programmable access control" is the core competitive advantage. In simple terms, it solves the two big questions of how data is used and how it is monetized. Just from this aspect, its technical content is much higher than that of pure storage protocols.

**Is the implementation reliable?** — The mainnet is already live, with a funding amount of $140 million, led by Mysten Labs. Even more impressive is that it has already partnered with some revenue-generating companies, such as Alkimi, a platform processing over 25 million ad data entries daily. This indicates that there is indeed market demand for the product.

Of course, don't get carried away. The speed of cross-chain expansion and the actual adoption by developers are two risk points that do exist. But from the perspective of the data value chain, the potential of infrastructure projects like Walrus is still significant.

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SneakyFlashloan

· 01-08 09:51

Programmatic access control is indeed quite interesting. Compared to pure storage projects, it’s a whole different level. --- Wait, Alkimi is also integrated? That means it’s not just hype; there’s real demand supporting it. --- $140 million in funding, Mysten is also investing. It doesn’t look like a rug pull project, but don’t let your guard down. --- The key still depends on adoption rate. Infrastructure projects are just afraid of becoming the second IPFS. --- Data monetization is a promising niche, but whether it can truly scale up is the real test. --- Having the mainnet launched is definitely a plus. It’s much more reliable than those PPT-only projects. --- The storage race is now very competitive. Walrus’s unique point is the access control layer, and I agree with that. --- Although the funding amount is substantial, compared to the entire trillion-dollar AI data market, it’s just a drop in the bucket. --- Slow cross-chain speeds are quite concerning. Could this become a ceiling? --- The backing from Mysten Labs indeed speaks volumes. Their project investments show they have good judgment.

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SandwichTrader

· 01-08 09:51

Oops, Walrus's move really shows the way; programmatic access control is really on point. --- Backed by Mysten Labs and used by Alkimi, this shows it's not just talk on paper. --- The trillion-dollar market is right there; few can build the infrastructure. This perspective is pretty good. --- Wait, has the adoption rate really picked up? That's the real test. --- Looks solid, but the cross-chain part might hold it back. There are too many lessons from history. --- Segmenting the developer platform is more valuable than pure storage; it's a bit core. --- Raising 140 million in funding isn't small, but having real revenue-generating clients is the key. Alkimi's data volume is indeed impressive. --- Programmatic access control sounds good, but can it truly solve the data monetization problem? We'll see what happens next. --- Don't be overly optimistic; the risk points are real, and adoption rate is the critical threshold.

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BearMarketSurvivor

· 01-08 09:51

Oh, I've been following Walrus for a while. Programmatic access control definitely has a lot of potential. I secured a good position, and the urgent need is figuring out how to monetize the data. My only concern is whether the adoption rate can keep up with the potential. Mysten invested 140 million, and real applications like Alkimi are quite solid, but it depends on how quickly the ecosystem expands in the future. A trillion-dollar market isn't just talk; it depends on who can truly capture developers' minds. I'm optimistic for now, but I can't go all in.

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MoonlightGamer

· 01-08 09:48

Forget it, it's another data infrastructure project. The track is large, but there are very few truly profitable projects. I've also looked into Walrus. The approach of programmatic access control is indeed interesting, but it still depends on whether developers will really buy in. Raising 140 million dollars sounds good, but implementation is the real benchmark. Alkimi's integration definitely adds points, but I still need to observe further. ----- Right now, the AI data stack is all hype; few can survive the next round, but Walrus's barriers don't seem so虚. ----- Cross-chain speed is indeed a pain point; otherwise, it would have taken off long ago. We still need to wait and see. ----- This team has good fundraising ability, but developer adoption rate is the real test. No matter how loud the hype, it’s useless now. ----- Mysten Labs' backing still has some credibility, but I worry it might just be another good concept that fails to land.

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GmGnSleeper

· 01-08 09:48

Programmatic access control is indeed quite restrictive, unlike the boring pure storage. --- 1.4 billion in funding plus Mysten's endorsement—only projects like Alkimi with real data volume truly have credibility. --- I support the developer platform angle; it's much better than those purely hype-driven concepts. --- Honestly, cross-chain speed is a pain point, but the infrastructure logic is there. --- Data monetization is indeed a pain point; Walrus directly focusing on this is quite interesting. --- Based on the funding amount and actual partnership data, it doesn't feel like a paper project.

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ImpermanentPhilosopher

· 01-08 09:22

Programmatic access control is genuinely interesting, but the real adoption rate still depends on how things develop next... --- Mysten Labs' endorsement definitely adds points, but this type of infrastructure projects are most prone to starting high and ending low... --- I've heard about trillion-dollar markets too many times; the key is still seeing how much real demand you can actually capture... --- Alkimi's integration is good, just unsure whether they'll become long-term customers or just trying it out... --- A large market doesn't equal easy money-making; don't get misled by financing scale... --- Core competitiveness sounds good, but who doesn't claim to have technical moats these days... --- Slow cross-chain expansion speed has always been the Achilles heel of these types of protocols; gotta watch it closely... --- There's something there, but uncertain whether it's gold or just a rock... --- No matter how many partnership cases you pile up, if the developer ecosystem doesn't take off, it's all for nothing...

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The story of the AI data stack has been especially popular lately, but there aren't many projects truly worth betting on. I've recently been researching Walrus Protocol, and the more I look at it, the more I feel it has potential.

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The story of the AI data stack has been especially popular lately, but there aren't many projects truly worth betting on. I've recently been researching Walrus Protocol, and the more I look at it, the more I feel it has potential.

Trending Topics

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Your First Words Matter! Share your first post on and split $10,000 in New Year rewards. Post with #My2026FirstPost to share your New Year wish 2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you! Ends on Jan 15, 2026, 16:00 UTC 2026 starts with this post!

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Share your first post on and split $10,000 in New Year rewards.
Post with #My2026FirstPost to share your New Year wish
2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you!
Ends on Jan 15, 2026, 16:00 UTC
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