Why is Walrus a must-have in the DePIN track of 2026?
In the competition of public chains in 2026, Sui has established its position with its extremely high concurrent performance (TPS). But if you take a closer look at Sui's ecological map, you'll notice an interesting phenomenon: all the games, social, and AI projects frequently mention the same name—Walrus.
This is no coincidence. If we compare Sui to a performance monster-level CPU, then Walrus is that essential 'infinite hard drive.'
Not just storage, but also the 'logistics center' for data.
Many investors' understanding of the storage track still lingers in the Filecoin era, thinking it's just about 'storing files.' But Walrus operates on a completely different dimension. It is specifically designed for 'Blob storage', a high-level form of handling unstructured data (such as NFT images, game resource packs, AI training videos).
By deeply integrating with Sui's Move language smart contracts, Walrus allows data not only to be 'stored' but also to 'move.' Developers can write logic on Sui to directly call data in Walrus for computation and interaction. This atomic-level synergy is an unmatched advantage that other independent storage public chains cannot compare to.
Cost-performance ratio is justice.
In the DePIN track, cost determines life and death. The erasure coding technology introduced by Walrus compresses storage costs to the extreme while ensuring data is stored in a decentralized manner and resistant to censorship. This is crucial for the booming on-chain AI agents. After all, no AI project wants to burn large amounts of funds on expensive storage fees.
Investment logic: The best Beta of Sui.
From an investment perspective, buying Walrus is essentially betting on the prosperity of the entire Sui ecosystem. The richer the applications on Sui, the more data is generated, leading to greater storage demands for Walrus, and consequently, more WAL tokens are burned and staked.
This is a typical 'associated' asset. While the market is still tangled over which application can succeed on the Sui chain, positioning Walrus as this underlying infrastructure is undoubtedly a choice with higher certainty. In the world of Web3, applications flow, but infrastructure is solid.
