Recently reviewed Walrus's official 2026 Q1 priority plan, and the three directions are quite candidly outlined: XL blobs support, native blob management API, and USD-pegged storage pricing. On the surface, they seem different, but in reality, they all point to a core question—how to make enterprise users enjoy using it and keep accounting clear.

First, let's talk about XL blobs expansion. Currently, the limit for a single blob is capped at 13.3GB, which is a bit tight for large files like high-definition video libraries or AI training data. Once support reaches the TB level, migrating content libraries like Unchained will be much smoother. However, the technical challenges are also evident—erasure code calculations for ultra-large files will significantly increase, and finding the balance between performance and cost is a real challenge.

The USD-pegged pricing is the most interesting part. Currently, storage costs are directly priced in WAL tokens, so if the token price drops 11% in a day, the storage cost fluctuates by 11%. For enterprise finance departments, this is a nightmare for budgeting. If it switches to USD-pegged pricing—say, a fixed $10 per TB per month, with the protocol backend automatically converting to WAL for settlement—then enterprises will have more confidence in cost management. This approach directly benchmarks against AWS S3's pricing model, lowering the psychological barrier for Web2 companies to switch over.

The value of native APIs is often underestimated. Currently, integrating Walrus requires developers to package underlying calls themselves, which demands some technical skill. If the official provides SDKs and standard RESTful interfaces, ordinary backend engineers can get started quickly. This is crucial for expanding the developer base—most programmers are not excited about blockchain, so you must let them connect using the most familiar methods.

Beyond these specific items for Q1, the plan for the entire 2026 year emphasizes deep collaboration within the Sui ecosystem and enterprise compliance (like GDPR). The former aims to solidify its moat on Sui, while the latter directly determines whether it can open the door to the European and American enterprise markets.

That said, no matter how beautiful the roadmap looks, execution is what ultimately matters. Currently, the daily transaction volume is 691 transactions, and the protocol revenue in 24 hours is only $19. There’s still a significant gap between this and the ambition. The token price is at $0.1399, with a total market cap of $220 million. From this valuation, the time cost is still ample, allowing for a gradual realization of these promises.