Tired of the old套路 of mining and selling? The death spiral of mining coins can indeed be exhausting. However, Walrus has adopted a completely different approach that’s worth a serious look.

**What a Healthy Economic Model Looks Like**

Its core innovation is the storage fund mechanism. The storage fees paid by users are not distributed to nodes all at once but are pooled into a fund that is linearly released to future validators over time. It sounds simple, but the impact is profound: early on, there’s no selling pressure, and later, there’s no insufficient incentives, naturally avoiding that deadly death spiral.

More importantly, the token’s value is derived from genuine storage demand, not sustained by inflation subsidies. As the mainnet launches and applications connect, storage demand will increase exponentially, and the token will even exhibit deflationary characteristics. For believers in long-termism, this is a Web3 infrastructure with healthy cash flow.

**Opportunities Revealed by Sector Comparison**

The storage sector is actually quite interesting. Filecoin has a huge market cap but mainly serves cold storage scenarios; Arweave is positioned for permanent storage, with costs clearly laid out. This project, however, boasts the latest erasure coding technology, backing from top-tier teams, and the industry’s fastest read speeds — yet it receives far less attention than these two competitors.

This is a typical expectation gap. As Web3 applications gradually shift from financial speculation to large-scale deployment, the demand for high-performance hot data storage will explode. The current pricing layout feels a bit like early investments in cloud infrastructure.