2026-01-08 04:30:49

I am optimistic about Walrus as an asset, mainly because of its $2 billion valuation, the joint investment from top-tier institutions, and the token release ratio set at 7%. This arrangement helps avoid dumping risks. More importantly, WAL's utility is well-designed—integrating payments, staking, and governance—each storage transaction also helps consume Gas for SUI, creating a positive cycle of storage demand driving SUI deflation and ecosystem benefits.

Looking at the industry, data storage demands in RWA and AI are rapidly increasing, and Walrus's value as a storage layer will become more prominent. This ecosystem synergy design offers long-term growth potential for WAL.

WAL3,08%

SUI0,28%

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MetaverseHomeless

· 01-10 04:37

A valuation of 2 billion feels a bit inflated. Can the 7% release ratio really hold up without crashing?

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YieldFarmRefugee

· 01-08 06:24

The 7% unlock tactic is pretty good; at least it won't crash immediately after launch like some projects.

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metaverse_hermit

· 01-08 05:16

The 7% release ratio is indeed stable, making it hard to be dumped, which is a sign of solid strength. --- I quite agree with the positive cycle logic of the SUI ecosystem: storage → deflation → positive impact, each link closely connected. --- RWA and AI data storage are truly imaginative areas; Walrus has a good positioning. --- With a valuation of 2 billion and backing from top institutions, there’s not much to pick on in terms of financing; the main focus is whether it can truly scale up later. --- The three-in-one design sounds good, but I worry it might just be on paper; real usage still depends on market feedback. --- More and more ecosystem collaboration strategies are emerging; Walrus’s approach is keeping up with the trend. --- Not to mention, the 7% figure avoids the fate of most pump-and-dump coins, showing sincerity. --- Long-term optimistic, but in the short term, we still need to wait for real data to verify.

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ProposalManiac

· 01-08 04:51

A 7% release rate sounds good, but can it really prevent large investors from dumping? Historically, there have been too many cases of such "carefully designed" schemes being easily bypassed by arbitrageurs... It all depends on actual execution. No matter how elegant the mechanism design is, it also depends on incentive compatibility. The trinity of token utility sounds comfortable, but can the actual use cases support this valuation? That’s the data I want to see. I agree with the logic that RWA and AI storage demand are growing, but what is Walrus’s moat in this track? Why not Arweave or other solutions? Don’t just look at the ecosystem; you also need to consider competitiveness. A $2 billion valuation backed by top institutions... I’ve seen this combination too many times. The question is, what’s the next step in the proposal process? How much community consensus is there? These governance details will determine the long-term trend. The token economic model looks bug-free, but can the feedback loop of SUI consuming Gas really form a positive cycle? Or is it just an ideal scenario? We need real trading data to judge.

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PhantomMiner

· 01-08 04:50

The 7% release rate is indeed stable, but the key still depends on whether the subsequent ecosystem development can keep up.

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fomo_fighter

· 01-08 04:46

A 7% release rate is indeed enough to restrain, but the key still depends on whether the subsequent ecosystem can truly take off. --- I've heard the storage + SUI deflation logic several times, but the question is whether it can be realized. --- A valuation of 2 billion with top-tier institutional backing is indeed a strong combination. --- The storage demand for RWA and AI is really increasing, but how much share Walrus can capture is the key. --- The three-in-one token design sounds good, but I'm worried it might just be another story of "perfect theory, poor reality." --- Actually, it mainly depends on whether the SUI ecosystem can get off the ground; Walrus is just riding the wave and benefiting. --- The competition in the underlying storage track is so fierce; why must it be Walrus? --- This kind of mechanism design is a bit like drawing a pie; the real test is still ahead.

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DevChive

· 01-08 04:43

The 7% release rate is indeed stable, but I've heard this logic in the SUI ecosystem too many times... Can it really work?

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