The development roadmap of Walrus is being tightly driven by the hot narratives in the crypto market.

This is very evident: when AI is in the spotlight, resources flood into the AI storage track; when RWA becomes the focus, teams rush to release related progress to maintain the hype. It seems flexible, but in reality, it’s passive follow-up. To raise funds and maintain valuation, project teams are forced to package complex milestones in their technical roadmaps into the "story versions" that the market currently wants to hear.

Doing this long-term leads to problems. Technical development becomes fragmented—working on one part this year, switching to another next year—lacking coherent internal logic. Once the narrative trend shifts—and in the crypto market, this is the norm—community expectations become chaotic, and resources are wasted accordingly.

Top-tier protocols should do the opposite. They should have a clear technical vision and then guide the market on how to understand themselves, rather than being led by market trends. This is the resilience needed to navigate cycles.