🛑 First, let's state the conclusion: To determine whether a project will go to zero, don’t look at how beautifully its white paper is written; look at "who is really using it."
A few days ago we talked about @Walrus 🦭/acc technology (Ep.1) and the price of coins (Ep.3). Today we face the soul-searching question: "Does this thing really have anyone using it? Or is it just another ghost chain?"
I dug deep into Walrus's ecological cooperation list and was shocked by the results. It has not only penetrated into Sui's AI track, but even Web2's esports giants have already entered the arena.
This list is the hardest moat for the price of $WAL coins.
1. The shockwave of breaking the circle: Team Liquid and the trust of 250TB (Mass Adoption)
If you watch esports, you must know Team Liquid. This global esports giant, established 25 years ago, recently made an astonishing decision:
👉 They have moved all competition videos and brand assets (up to 250TB) to Walrus for storage.
What does this mean?
Enterprise-level stability: Team Liquid is not here to jog along; these videos are their historical assets. Trusting Walrus proves its stability has reached commercial standards.
Rigid buying demand: This 250TB of data is not stored for free. It represents real $WAL token consumption and payment demand, rather than relying on retail investors cutting each other.
2. AI's 'long-term memory': Talus & Itheum (The AI Sector)
AI is so hot right now, but do you know that on-chain AI has a fatal flaw? That is 'goldfish memory'.
AI models easily reach several tens of GB, storing on Ethereum is too expensive, and storing on centralized servers is unsafe.
Talus Network (AI Agent dedicated chain)：
They are building 'smart agents (AI Agents)'. These AIs need to remember user conversations, habits, and decision-making logic. Talus chooses to integrate Walrus as the 'seahorse of AI (long-term memory)'.
Imagine this: in the future, thousands of AI robots will operate 24 hours a day, automatically purchasing $WAL to store data. This is the all-weather automatic buying demand.Itheum (Data NFT)：
They turn personal health, music, and other data into NFTs (Data-to-Earn). These high-value data packages are stored on Walrus, allowing AI models to pay for downloads for training.
3. Extension of the physical world: Veea DePIN (Infrastructure)
Walrus is not only in the cloud, but also on the roadside.
Veea Inc.'s edge computing node (VeeaHub) has announced native support for Walrus. This means that future storage nodes will be distributed throughout the city, achieving true physical decentralization (DePIN).
💡 Investment perspective: Insights from the Cheese Kingdom
Why do I dare to heavily invest in $WAL?
Because while you are sleeping, Team Liquid's videos are being backed up, Talus's AI is archiving, and Veea's nodes are operating.
These real business activities are constantly consuming $WAL.
This is not a meme coin that relies on 'shouting orders' to maintain its price; this is a Web3 infrastructure with a 'mechanical rigid buying demand'.
📢 Next episode preview:
After seeing such a strong ecosystem, are you itching to participate?
It's too boring to only buy coins in the secondary market. Tomorrow (Day 5), I will teach you step by step how to participate in the Walrus testnet!
I heard that participating in interactions gives a chance to receive an airdrop? I have prepared the tutorial, it's a beginner-friendly guide that even newcomers can understand!
👇 If you think Team Liquid's entry is impressive, please leave a '🔥' in the comments and share to let more people see the practical applications of Web3!