When it comes to the Sui ecosystem, many people focus on DeFi and NFTs but overlook a more critical underlying infrastructure—Walrus Protocol. Rather than being a coincidence, it's more accurate to say that people generally underestimate its potential.

The current storage track is indeed somewhat awkward. Filecoin requires mining hardware, and while Arweave is decentralized, its data retrieval speed is concerning. These solutions are essentially doing "cold storage"—the data is safely stored, but flexible access? Don't count on it. This model can barely be used in 2024; what about 2026? With AI Agents everywhere and on-chain applications emerging endlessly, who can handle that slow pace?

Walrus's ambition is different. Why did Mysten Labs decide to step in and do this themselves? Because they see a shift in demand—from "permanent cold storage" to "real-time availability." Simply put, storage used to be a cellar; Walrus aims to create an assembly line.

Can this logic work? Honestly, it all depends on whether the technical architecture can truly reduce costs while ensuring throughput and reliability. If Walrus can achieve this, the market share of established storage projects will inevitably be reshuffled.