In the early days of the internet, Amazon AWS emerged suddenly, instantly lowering the barriers to cloud computing. Entrepreneurs no longer needed to build their own infrastructure; they could just use it directly, which fueled the golden decade of mobile internet.

Now, Web3 is at a similar crossroads. Public chains are no longer slow, and their throughput is sufficient, but storage remains a major challenge—costs are prohibitively high, and the user experience is awkward. Everyone is complaining about the high costs of on-chain data storage, which has become a bottleneck for many applications to take off.

Recently, the launch of decentralized storage networks' mainnets has, to some extent, broken this deadlock. Once storage costs are no longer a bottleneck, the Web3 ecosystem will truly explode. You will see fully functional on-chain social applications, no longer just conceptual; large-scale blockchain games will no longer have to compromise due to storage costs; and even decentralized AI training networks can run smoothly.

From a project valuation perspective, the market has not fully priced in the ecosystem potential of this sector. Long-term investors looking to allocate to the future of Web3 infrastructure layers may find these storage solutions seriously undervalued—considering the completeness of the public chain ecosystem, the importance of the storage layer is no less than that of the computation layer.

So, this might really be Web3’s "AWS moment."