How fierce is the competition in the decentralized storage track? Just look at Filecoin and Arweave — everyone wants to create a universal solution, but no one really gains an advantage.



Walrus has chosen a different path. Instead of competing head-to-head with giants in the general market, it deeply integrates with Sui, focusing solely on the most optimized "native storage layer." It may sound like a compromise, but upon closer examination, this is actually a smarter strategy.

How does it do this? Walrus leverages Sui's high-performance advantages to optimize the storage transaction experience to the extreme. At the same time, it forms synergy with domain name services and DeFi protocols within the Sui ecosystem — these projects all have storage needs, making Walrus their default choice. On the technical level, solutions like RedStuff focus on breakthroughs in "permanent storage" efficiency, avoiding redundant platform competition.

In essence, this "ecosystem-exclusive optimal solution" positioning might actually be a more stable way to survive in the bloodbath of the storage track. After all, establishing absolute dominance and reputation within a specific ecosystem is more practical than burning money across the entire network to fight for first place. The value of $WAL naturally ties to the prosperity of the Sui ecosystem — as the ecosystem takes off and storage demand rises, so do the returns.
FIL-0.93%
AR-1.29%
WAL5.09%
SUI-0.36%
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DegenDreamervip
· 01-11 04:44
This idea is brilliant. Instead of hurting each other with the Filecoin gang, focusing on hugging Sui's thigh is even more appealing... Compromise? Impossible. This is called a dimensionality reduction strike, haha.
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SchroedingerGasvip
· 01-11 00:02
Securing an exclusive track in the ecosystem is indeed a brilliant move, much smarter than the all-encompassing approach like Filecoin.
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ChainWanderingPoetvip
· 01-10 03:59
Wow, Walrus's move is really brilliant, much smarter than those projects that just want everything.
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SeeYouInFourYearsvip
· 01-10 02:19
Hey, now that's understanding the ecosystem. No more blindly competing with those Filecoin folks. Just directly enjoy the Sui dividends.
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ThreeHornBlastsvip
· 01-08 07:00
Deeply binding to a single chain is becoming more and more common. Walrus's approach this time is indeed not compromise but pragmatism. The ecosystem's exclusive optimal solution strategy is truly more comfortable to survive in a bear market than generic solutions.
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MetaMaskedvip
· 01-08 06:57
Wow, Walrus's strategy is indeed clever. Instead of hard battling with the crazy Filecoin gang, they choose to cozy up to the Sui team...
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LayerZeroHerovip
· 01-08 06:43
It has proven that deep vertical positioning in the ecosystem is indeed more stable than spreading out across the entire network... I agree with this logic. But the key is whether RedStuff can truly run smoothly; otherwise, even the best story can't hold up.
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FOMOSapienvip
· 01-08 06:42
I have a question, can Walrus really hold up with this move? Isn't the risk of ecosystem binding too high?
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FrontRunFightervip
· 01-08 06:41
look, walrus playing the ecosystem game instead of the death match... kinda smart actually, ngl. but here's what keeps me up—is this just another moat-building narrative or actual defensibility? bc if sui stumbles, $wal goes with it. that's the real risk nobody's pricing in.
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