Walrus isn’t competing on storage. It’s competing on economic structure.
Most decentralized storage treats data as a static good. treats it as a time-bound financial obligation. Capital is locked, released over time, and enforced by slashing. Nodes don’t host files they underwrite availability with stake.
The real edge is predictable, long-duration WAL sinks. As apps store persistent data (AI datasets, game state, rollup archives), liquidity is quietly removed from circulation not traded.
Builders get -native object storage with persistence priced directly into apps. Traders get exposure tied to real data commitments, not speculation.
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