Recently, there has been a lot of discussion around the Web3 storage sector, and the Walrus project has repeatedly appeared. I also took a closer look and feel there are indeed many points worth discussing.

This is not the kind of protocol that relies on hype. Walrus is solving a real and longstanding problem—Web3 applications need to be both cost-effective and user-friendly when handling data storage, which is very difficult to achieve simultaneously. Early TPS data looked promising, but once dealing with large datasets, performance started to falter. Storing data not only costs a lot but also involves complex operations. By 2026, this contradiction has become even sharper: AI agents require long-term memory support, and on-chain dynamic data at 4K levels is increasing, but existing solutions simply cannot handle it.

Walrus adopts an engineering mindset—rebuilding large-scale storage from the ground up, avoiding flashy designs, and instead emphasizing stability and scalability. For developers, this bottom-up cost reduction capability is the real necessity.

One aspect I particularly like is that Walrus takes "long-term data availability" as its core goal, rather than just focusing on short-term gains. Currently, the real risks for many NFT and AI projects are not user churn but long-term data access issues. Walrus uses the Red Stuff erasure coding scheme, which is logically self-consistent: under the premise of ensuring security, it minimizes redundancy, directly impacting its commercial viability.

Honestly, it’s still too early to talk about $WAL price fluctuations; it’s more like early infrastructure. It may not generate daily hot topics, but once the ecosystem develops, it will be more stable. I see it as a "foundation" in Web3—quietly in the background, but when it truly proves useful, its value becomes evident.