Looking at the recent ecosystem strategies of mainstream exchanges, a clear shift can be felt — no longer blindly chasing hot trends, but instead focusing on supporting projects that build infrastructure. Those who only tell stories and create concepts are being sidelined.

In this reshuffle, Walrus frequently appearing in the spotlight is no surprise.

**Distributed Storage Solution for SUI Chain**

The most accurate way to understand Walrus is as Sui's "cloud drive." The two are deeply integrated. If Sui handles efficient asset and transaction processing, Walrus is like an essential data warehouse for this ecosystem. This native-level compatibility naturally gives it an advantage when the ecosystem explodes.

**Three Hot Narratives Converge Here**

What does the AI boom need? Massive model weights and training data need a cheap, secure, and tamper-proof place to be stored. Walrus's RedStuff technology reduces storage costs to the lowest possible level, and XL Blobs can support larger files — directly solving problems that predecessors like Arweave couldn't.

More importantly, data availability. It not only stores data but also ensures data is accessible at any time. For high-throughput public chains, this is what infrastructure should look like.

**The Power of Gradual Accumulation**

Currently, WAL's price performance isn't outstanding, but on-chain activity data is steadily increasing, and that can't be fooled. Truly good infrastructure is always built through slow and steady accumulation.