2026-01-13 18:22:10

Walrus Protocol mainnet has been stable for over a year, just in time for the major migration wave in the storage ecosystem. Users need to complete the transfer by January 19. Pudgy Penguins took the lead in migrating 6TB of NFT assets to Walrus. This migration is not just a change in storage location but also signifies an upgrade of the entire ecosystem.

From a technical perspective, Walrus uses blob storage combined with erasure coding architecture, making large file storage more reliable and inherently resistant to censorship. The key feature of this solution is the Quilt module—it can package fragmented small files, reducing costs by 80%. This is especially friendly for game assets and NFT storage, with a clear cost advantage over the expensive rates of Arweave's permanent storage.

Looking ahead to early 2026, the Seal privacy module will go live, evolving data storage to support access control policies and even data monetization. Projects like Claynosaurz, OneFootball, and others have already integrated this system. From a token perspective, $WAL is currently trading around $0.14, with a relatively low circulating market cap. The FDV is about $700 million. Once the large-scale migration wave concludes, adoption and growth are expected to accelerate rapidly.

WAL2,27%

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FlashLoanLarry

· 01-16 18:21

tbh that 80% cost reduction through quilt is where the real value extraction happens... arweave's been sleeping on this for way too long ngl

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MidnightGenesis

· 01-16 18:13

On-chain data shows that the 6TB migration volume of Pudgy Penguins is indeed interesting, but the January 19th deadline feels a bit deliberate... It’s worth noting the 80% cost reduction of the Quilt module. From the code, this erasure coding implementation is quite restrained. However, with $WAL’s circulating market cap so low, based on past experience, the window for large investors to accumulate might be shorter than expected. Late-night monitoring revealed frequent contract changes. Unsurprisingly, the migration wave is indeed accelerating. I’m a bit worried that after the Seal module goes live, it might be another routine of cutting leeks. From a technical stack perspective, it definitely has an edge over Arweave in resisting censorship, but with a FDV of 700 million, I think it still needs more observation. Don’t get caught up in the hype.

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EternalMiner

· 01-13 18:52

Wait, is the data claiming an 80% cost reduction reliable? It seems a bit exaggerated.

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MoneyBurnerSociety

· 01-13 18:45

It's that kind of "80% cost reduction" story again. I bet five bucks that in the end, I still have to pay out of pocket.

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memecoin_therapy

· 01-13 18:45

The 80% cost reduction of the Quilt module is indeed quite significant, much cheaper than the Arweave setup.

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TokenDustCollector

· 01-13 18:30

Walrus's move is quite aggressive, with an 80% cost reduction directly surpassing Arweave. No wonder Pudgy Penguins quickly caught up.

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VitaliksTwin

· 01-13 18:24

Reducing 80% of the cost of the Quilt module sounds a bit aggressive, but I'm more concerned about whether it will run away, especially since Arweave is like that.

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