2026-01-12 20:23:50

To be honest, although Walrus has solid technical architecture, there are still many challenges ahead.

The decentralized storage track has long been dominated by veterans, and users are accustomed to the existing solutions—this is the first hurdle. Additionally, the project is deeply integrated with the Sui ecosystem—there are advantages, but also disadvantages. The overall development speed of the Sui ecosystem directly determines Walrus's ceiling; this dependency is a double-edged sword.

Another practical issue is that most users are already used to centralized storage solutions that are free and one-click. Convincing them to understand decentralized logic and switch to a new solution? It takes time to build trust, and it also requires the emergence of "killer" applications.

Finally, regarding the token aspect: a total supply of 5 billion is indeed a significant number. Whether the ecosystem can absorb the early token release pressure requires ongoing attention.

Overall, there is technological innovation and ecosystem progress, but the path must be taken step by step. It's worth paying attention to, but don't be blindly optimistic.

SUI-2,13%

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WalletDoomsDay

· 01-15 03:32

No problem with that, just worried that Sui might fail itself, and then Walrus will go down with it.

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OldLeekNewSickle

· 01-15 02:46

Another bet on the Sui ecosystem, but the key is whether Sui itself can take off. --- The total market cap of 5 billion, how to handle the early pressure release, calculate the rhythm of dumping. --- Basically, the technology is fine, but the psychological barrier for users is hard to overcome. They're used to free stuff, so it's not so easy to turn around. --- I understand the feeling of a double-edged sword. Only when the Sui ecosystem gets stronger does Walrus have a chance. If the ecosystem collapses, this thing is doomed. --- The killer app hasn't appeared yet, and that's the real core contradiction. --- Worth watching but don't go all-in. I like to hear this—realism.

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unrekt.eth

· 01-14 15:10

Basically, it's being hijacked by Sui; Sui can't rise, and Walrus's ceiling is firmly fixed.

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StablecoinAnxiety

· 01-13 12:46

Basically, it's about whether Sui can take off; otherwise, Walrus, no matter how awesome, is pointless.

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PaperHandSister

· 01-12 20:53

In plain terms, whether the Sui ecosystem can take off depends on Walrus, and conversely, Walrus also has to consider Sui's stance. This mutual restriction does feel a bit exhausting.

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RektButSmiling

· 01-12 20:53

Basically, we're tied to Sui, and Sui's inability to take off is keeping Walrus's ceiling firmly suppressed.

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ZKProofster

· 01-12 20:52

tbh walrus is basically fighting gravity here... sui dependency is actually the biggest red flag for me, not some minor thing. like yeah the tech stack is solid but when your ceiling is literally someone else's roadmap? that's just cosigning their problems lmao

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TeaTimeTrader

· 01-12 20:47

Basically, it's being hijacked by the Sui ecosystem. When Sui rises, Walrus rises with it; when Sui crashes, they go down together.

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MevShadowranger

· 01-12 20:25

Speaking realistically, the Sui ecosystem has put handcuffs on Walrus.

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