2026-01-13 23:20:47

Decentralized storage itself is not an issue. As AI, RWA, and the Metaverse rapidly expand, data explosion has become inevitable, and the demand for storage will only become more urgent. In comparison, the old model of centralized storage cannot solve stubborn problems like single point of failure and censorship risks at all, and will eventually be pushed out. The potential of this track is large enough, so there's no need to worry about growth ceilings.

The key is that Walrus has stalled at the technological high ground in this track. Its Red Stuff 2D erasure coding solution directly addresses the pain points of traditional storage—high costs and slow recovery. Compared to full replication, it has a clear cost advantage; compared to 1D erasure coding, it is more efficient. This technological lead is hard to catch up with, effectively building a real moat.

Regarding the token logic, WAL is not a speculative target for quick profits, but a token needed for the real operation of the ecosystem. Storing data and calling contracts require paying fees; nodes need to stake and mine with it; RWA asset issuance also requires it as collateral. The average daily consumption exceeds 450,000 tokens, plus a deflationary mechanism—part of the transaction fees are burned, maintaining a healthy supply and demand relationship. I’ve seen other storage tokens, either with overly single-use purposes or with chaotic circulating supplies. WAL, on the other hand, has a clear token distribution logic, with a low team allocation and lock-up measures, avoiding selling pressure from the source. Such tokens are worth holding long-term.

Looking at real-world implementation, it’s not just slogans; concrete collaborations are underway. They are working with a licensed Dutch exchange to develop RWA storage solutions, collaborating with Everlyn AI to develop video storage, and partnering with Zark Lab to build an AI search engine. Each partnership is genuine and creates actual demand. Real demand is the most solid foundation for token value. Many projects now rely on concepts to hype up the market, but their implementations are a mess. Walrus is taking a different path—technology first, with demand following.

WAL0,87%

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BearMarketHustler

· 3h ago

RedStuff erasure coding is truly impressive; this is real technology, not just hype. Bro, your analysis has some substance, but I'm more concerned about when WAL will be listed on mainstream exchanges. Wow, 450,000 tokens consumed daily? That’s not a big supply pressure, no wonder the market is so stable. Is the storage sector really not doing well? That's true, but how many projects can actually survive... So, are you saying Walrus is the next Arweave? I have some faith, but how the market will play out is still uncertain.

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TerraNeverForget

· 6h ago

RedStuff erasure coding is indeed impressive. Compared to those projects that hype everything up, Walrus's approach has real substance. --- The point about healthy supply and demand is well said. Finally, I see projects that don't rely on inflation to cut people. --- Having collaborations come to fruition shows that they truly treat tokens as tools, not garbage coins used to fleece retail investors. --- Talking about moats is easy; very few projects can truly secure a high ground in their track. Walrus belongs to that kind of solid, tangible project. --- Wait, an average daily consumption of 450,000 tokens? Where did this data come from? Have they verified it by running nodes themselves? --- Compared to storage coins, WAL's token model is much cleaner, with fewer tricks and schemes. --- Technology leads the way, and demand follows—that's the right rhythm. Unlike some projects that have it backwards. --- Are the Dutch exchange and AI video storage collaborations real, or just another round of PPT fundraising? --- I just want to know how difficult it is to replicate this erasure coding scheme. That seems to be the core. --- The current issue isn't the track itself; it's how many projects can hold on until they truly start generating revenue.

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StablecoinArbitrageur

· 6h ago

actually wait, let me run the numbers on this walrus thesis real quick. 45 million daily burn divided by circulating supply... yeah the tokenomics math actually holds water here, which is rare tbh. most storage tokens just have demand elasticity all over the place.

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GasSavingMaster

· 6h ago

The red material erasure code set is truly top-notch; finally, there's a project that has figured out the storage game. The circulation logic of WAL is much better than other coins; just not fearing selling pressure means you've already won. This is real implementation, not some PPT dream-making stuff. With such a deep moat, later entrants won't be able to catch up. An average daily consumption of 450,000 tokens, coupled with a deflationary mechanism, makes the supply side very attractive. All collaborations are based on genuine needs, not just for publicity. In the past, other storage coins were all concept over substance, but WAL is different.

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BankruptcyArtist

· 6h ago

Red Material Erasure Code is indeed powerful. Compared to those flashy storage projects, Walrus's approach is quite substantial. WAL's consumption logic is much more sensible than other storage coins. Unlike some currencies that just drain blood without giving anything back, the daily average of 450,000 coins looks quite solid. Speaking of which, who isn't talking about AI and RWA now? The key is whether someone can actually deliver; just writing whitepapers is useless. Why did those collaborations happen so suddenly? Didn't hear about them before? We need to see if it's genuine cooperation or just mutual packaging. Having only a technological advantage isn't enough; when market sentiment shifts, everything can turn to paper...

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AirdropHunter

· 7h ago

Red code two-dimensional erasure code is indeed excellent, with such obvious cost advantages, no wonder it feels like having a moat. I think the WAL token design is pretty good, with an average daily consumption and burn of 450,000 tokens, at least someone has thought through the supply side. The question is, can these collaborations really be implemented? AI search engines sound pretty fancy. Clear token distribution is a good thing, but ecological cold start isn't that easy, it still depends on subsequent user growth. To be honest, the demand in the storage track is indeed there, it all depends on who can truly bring the ecosystem to life.

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NFTFreezer

· 7h ago

Red Stuff erasure coding is truly impressive. Compared to those projects that talk big but don't deliver, Walrus's approach is genuinely different. I think the key lies in WAL's consumption logic. The daily burn of 450,000 tokens is a real demand. The team lock-up and circulating supply are clear... To be honest, other storage coins really fall short when compared. But I still want to see how much real demand these RWA collaborations can generate.

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