To an observer on the market, Walrus is not a product narrative, but a structural signal. This is especially clear in the actions of serious builders and long-horizon capital. This is also the point where conversations begin to shift from contingency planning to much more operational intensive capital deployment, with less operational constraints. The fact that there is not a ton of repeated diligence around data survivability is a clue. For a more durable than momentum audience, this is the important inflection point. Walrus is not being evaluated anymore, it is being assumed. Now we begin to see how infrastructure crosses from optional tooling into systemic relevance.

@Walrus 🦭/acc #Walrus $WAL