Many people invest only based on superficial popularity—overwhelming advertising, hot concepts, and large community buzz. But the true factors that influence long-term returns are often those unnoticed: underlying architecture, cost control, and system stability. Walrus's positioning is somewhat like this; it’s not a celebrity project on the consumer side, but a foundational infrastructure focused on optimizing storage and data availability to the extreme.

The price has retraced significantly from its high point, but this is more due to market skepticism during the implementation phase rather than any fundamental issues with the project itself. What do developers on the chain care about? Cost, security, and stability—these three are precisely the core issues Walrus is addressing. Currently, there aren't many options in the DePIN track, and by the time the industry generally recognizes the importance of infrastructure, the prices have often already missed the lowest point.

Looking at it within the Sui ecosystem framework makes it even clearer. The ecosystem itself is like a new development zone; main roads are already built, and later on, people will need to construct buildings, lay pipelines, and connect power. The current discussion is not about "short-term explosive profits," but rather "after infrastructure is improved, will people really start using it?" If the answer is "yes," then the price is really just a matter of time.

Participation at this stage is more based on long-term judgment rather than chasing short-term market sentiment.