In the world of DePIN (Decentralized Physical Infrastructure Networks), technology is the only moat that matters. Marketing fades, but superior tech wins. This is why I am bullish on @Walrus 🦭/acc .
The "Replication" Problem
Most decentralized storage networks keep your data safe by making 10 to 20 full copies of your file. If you have a 1GB video, the network has to store 20GB of data. This is inefficient and expensive.
The "Red Stuff" Solution
Walrus uses a breakthrough called "Red Stuff" (2D erasure coding). Instead of full copies, it slices the file into a 2D grid of small chunks.
Because of the mathematics involved, the network can lose a massive amount of nodes (up to 2/3rds in some cases) and still recover your file perfectly.
What This Means for Investors
This efficiency allows Walrus to offer storage on the Sui blockchain at prices that actually compete with Web2 clouds like AWS.
When storage is cheap, high-performance apps (like gaming and AI agents) can finally live fully on-chain. As these apps grow, they burn $WAL for storage. The utility is real, and the tech is ready.
