Storage is a topic that has been widely discussed in the Web3 community, with keywords always revolving around cost, speed, and decentralization. These are indeed important, but they are only surface-level issues — what truly determines how far an infrastructure can go is whether the ecological network effect can take hold.



The interesting part about Walrus is right here. It’s not just about stacking hardware or optimizing algorithms, but about using data to build a "gravitational field" for the entire ecosystem.

Imagine this scenario: an application stores data, which not only saves costs but more importantly connects to a standardized, interoperable data network. When hundreds of applications (now over 360) do this, something magical happens — data language becomes unified. New developers don’t need to build storage architectures from scratch; datasets verified by neighboring DeFi protocols are readily accessible; asset metadata from a game can be directly referenced by NFT projects. This significantly reduces innovation costs, and the entire ecosystem’s iteration speed accelerates.

This effect is compounded. Looking at on-chain data, the total storage on the Walrus network has already surpassed 1.3PB, with over 22 million calls daily. Every byte stored and every cross-application call is strengthening the moat of the data network. The cost of application migration will increase exponentially over time because data dependencies within the ecosystem are becoming deeper.

Its barrier isn’t technological patents but ecosystem consensus and the accumulated data relationships — this is something more difficult to replicate than any short-term marketing. This is the true competitive advantage of infrastructure.
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ser_aped.ethvip
· 01-11 05:10
You're right, network effects are the true moat. This is what I've been wanting to say... the costs and speed have long been exhausted. Once data relationships are established, it becomes really difficult for newcomers to turn the tide. 360+ applications have already formed a consensus, which is a bit terrifying. 1.3PB of data volume, with migration costs exponentially increasing, instant understanding. This compound interest logic is super core, much more reliable than technical indicators. Consensus > marketing > technology, this order makes sense. The moat is built up this way, but it needs time for validation. Getting data interoperability right can indeed cut innovation costs in half. Empowering developers is the real way to go; everything else is just superficial.
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GateUser-afe07a92vip
· 01-10 19:28
You make some good points... but ultimately, let's see if we can survive the next bear market first.
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TokenomicsDetectivevip
· 01-10 06:15
Wow, this is the real key point. Most people are still competing on cost and speed, and haven't understood the game of infrastructure. Once 360 applications are integrated, there's no turning back. This is the moat.
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FlashLoanLarryvip
· 01-08 06:54
Exactly right, network effects are the moat; otherwise, it's just burning money on hardware.
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FlyingLeekvip
· 01-08 06:51
The ecological network effect is the real key; costs and speed are all superficial.
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ZenMinervip
· 01-08 06:50
Amazing, network effects are truly the moat. This point is explained thoroughly.
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BearEatsAllvip
· 01-08 06:48
It makes some sense, but I've heard this set of logic several times before.
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AirdropJunkievip
· 01-08 06:36
Damn, 1.3PB daily calls with 22 million requests, this moat is indeed deep, can't run away from it.
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