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我只是个臭开撸毛工作室的，所发文章都是个人分析感受，所有分析不构成投资建议，只做参考。
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Many people ask me if Aster has been sold; the current price does not reach my valuation, so I must be holding on.
Reasons for keeping Aster:
1. Differences in market environment
October 2024 (HYPE): Early stage of a bull market, strong demand for contracts
September 2025 (Aster): The market is relatively rational, establishing trust in spot trading is more important
2. Different competitive landscape
HYPE advantage: At that time, competition in contract DEX was low, and technology was leading
Aster challenge: Facing strong competitors like the mature Hyperliquid, it needs to establish a user base first
3. Token distribution strategy
Aster airdrops 8.8% of the supply, preventing large-scale sell-offs
Withdrawal lock ensures early liquidity is controllable
Strategy assessment
Aster is not a simple replication of HYPE, but a reverse strategy based on different market environments:
Same goals: Control liquidity, gain price discovery dominance, build platform moats
Different paths: Spot first vs contract first
Adaptability: Rational choices based on the current market environment and competitive landscape
Next step predictions
Short term (2-4 weeks)
More second-tier CEX spot trading will go live
Completion of APX token swaps on first-tier exchanges like Binance
Liquidity gradually improving but still relatively low
Medium term (1-3 months)
Derivatives trading will be launched, prioritized on the Aster platform
Mainstream CEXs start to pay attention to ASTER contract demand
Forming positive competition with HYPE
Long-term risks
If the spot phase cannot establish a sufficient user base, subsequent derivatives promotion will face difficulties
Dispersed liquidity may affect trading experience, less effective than HYPE's concentrated strategy
Aster has chosen a more conservative but possibly more suitable strategy for the current environment, hoping for its success!#空投大毛
Reasons for keeping Aster:
1. Differences in market environment
October 2024 (HYPE): Early stage of a bull market, strong demand for contracts
September 2025 (Aster): The market is relatively rational, establishing trust in spot trading is more important
2. Different competitive landscape
HYPE advantage: At that time, competition in contract DEX was low, and technology was leading
Aster challenge: Facing strong competitors like the mature Hyperliquid, it needs to establish a user base first
3. Token distribution strategy
Aster airdrops 8.8% of the supply, preventing large-scale sell-offs
Withdrawal lock ensures early liquidity is controllable
Strategy assessment
Aster is not a simple replication of HYPE, but a reverse strategy based on different market environments:
Same goals: Control liquidity, gain price discovery dominance, build platform moats
Different paths: Spot first vs contract first
Adaptability: Rational choices based on the current market environment and competitive landscape
Next step predictions
Short term (2-4 weeks)
More second-tier CEX spot trading will go live
Completion of APX token swaps on first-tier exchanges like Binance
Liquidity gradually improving but still relatively low
Medium term (1-3 months)
Derivatives trading will be launched, prioritized on the Aster platform
Mainstream CEXs start to pay attention to ASTER contract demand
Forming positive competition with HYPE
Long-term risks
If the spot phase cannot establish a sufficient user base, subsequent derivatives promotion will face difficulties
Dispersed liquidity may affect trading experience, less effective than HYPE's concentrated strategy
Aster has chosen a more conservative but possibly more suitable strategy for the current environment, hoping for its success!#空投大毛
The 'natives' of AI blockchain: What gives Vanar Chain the ability to reshape an intelligent future?
The 'natives' of AI blockchain: What gives Vanar Chain the ability to reshape an intelligent future?
In the current cryptocurrency market, the narrative heat of AI seems almost to overflow the screen. From GPU computing power leasing to decentralized AI models, from AI agents to data sovereignty, new concepts emerge endlessly, as if any project that cleverly links itself to the grand vision of artificial intelligence can obtain a ticket to the future in terms of valuation. Market sentiment is high, funds are flowing, but beneath this noise and prosperity, we seem to rarely calmly peel back the shell of the narrative to examine a more fundamental question: how many of these various 'AI blockchains' are truly born for the soul of AI, and how many are merely 'patching' existing frameworks, speculators chasing trends? When TPS (transactions per second) is no longer the only bible for measuring public chain performance, and when the demand for AI deepens from simple massive computation to requiring contextual memory, logical reasoning, and autonomous automation, the true, irreplaceable value of an underlying infrastructure designed for the intelligent era begins to emerge.
In the current cryptocurrency market, the narrative heat of AI seems almost to overflow the screen. From GPU computing power leasing to decentralized AI models, from AI agents to data sovereignty, new concepts emerge endlessly, as if any project that cleverly links itself to the grand vision of artificial intelligence can obtain a ticket to the future in terms of valuation. Market sentiment is high, funds are flowing, but beneath this noise and prosperity, we seem to rarely calmly peel back the shell of the narrative to examine a more fundamental question: how many of these various 'AI blockchains' are truly born for the soul of AI, and how many are merely 'patching' existing frameworks, speculators chasing trends? When TPS (transactions per second) is no longer the only bible for measuring public chain performance, and when the demand for AI deepens from simple massive computation to requiring contextual memory, logical reasoning, and autonomous automation, the true, irreplaceable value of an underlying infrastructure designed for the intelligent era begins to emerge.
The Underlying Logic of the Stablecoin Highway: How Plasma Reshapes the Global Payment's "Impossible Triangle"
Recently researching the public chain track, I found a very interesting phenomenon: everyone is pursuing "omnipotence", eager to stuff all application scenarios into one L1 or L2. However, the Plasma project has chosen to "specialize" and positions itself as a stablecoin infrastructure. This vertical entry strategy appears exceptionally clear-headed in the crypto world, where grand narratives are rampant. Personally, I believe that what Plasma is trying to solve is the long-standing "impossible triangle" of stablecoins in the payment field: low cost, high speed, and decentralization.
Digital Vaults in the AI Era: How Walrus Protocol Addresses the Data Hunger of Large Models?
Recently, I chatted with a few classmates involved in large models, and their biggest concerns are not computing power or algorithms, but data. To be precise, it's the issue of high-quality, verifiable, low-cost training data storage. With datasets easily reaching hundreds of TB, would you dare to casually place them on centralized cloud services? Data sovereignty, censorship risks, and high storage and bandwidth costs—each one is a sword of Damocles hanging over us. So, when Walrus Protocol claims to be 'born for the data market of the AI era,' I immediately felt that this matter has potential.
The Financial Watershed of Privacy Computing: The Vertical Competition of Dusk, Aleo, and Manta and Long-term Investment Logic
In the grand narrative of blockchain, privacy computing and RWA are undoubtedly the two most explosive directions in the next decade. However, when we focus on specific projects, we find that they have chosen different paths. Dusk Network, as a Layer 1 that has been deeply cultivating regulated financial infrastructure since 2018, presents a stark contrast to those generic privacy chains or application-oriented RWA protocols. To understand Dusk's long-term investment logic, we must place it within the coordinates of the global compliant financial landscape and conduct a thorough competitive analysis.
From Static Pages to AI Models: How Walrus Plays with 'Objectified' Storage on Sui?
Decentralized storage sounds good in theory, but when you actually try to use it, it feels like going back to the dial-up internet era—slow and cumbersome. It wasn't until I deployed a small project using Walrus Sites that I realized decentralized storage could actually be smooth. This smoothness doesn't mean it's significantly faster than AWS S3, but rather that it elevates user experience and data programmability under the premise of decentralization.
Walrus Sites addresses a significant pain point: the front-end hosting of decentralized applications (dApps). Many dApp back-end logic and data reside on the chain, but front-end code and resources are often hosted on centralized servers. It's like buying a bulletproof car only to leave the keys at a roadside convenience store; if the centralized server goes down, your dApp turns into a soulless zombie application. Walrus Sites allows you to genuinely store front-end resources like HTML, CSS, JavaScript, along with images and videos, on the Walrus Protocol, achieving full-stack decentralization. This is what Web3 should look like.
Walrus Sites addresses a significant pain point: the front-end hosting of decentralized applications (dApps). Many dApp back-end logic and data reside on the chain, but front-end code and resources are often hosted on centralized servers. It's like buying a bulletproof car only to leave the keys at a roadside convenience store; if the centralized server goes down, your dApp turns into a soulless zombie application. Walrus Sites allows you to genuinely store front-end resources like HTML, CSS, JavaScript, along with images and videos, on the Walrus Protocol, achieving full-stack decentralization. This is what Web3 should look like.
The panic index has soared, CZ says: it's time to accumulate coins now.
The derivatives leverage has been cleaned up, and there is a phase of capitulation on-chain. CZ is now saying "buy and hold"—historical data shows that in this environment, patiently accumulating coins is more cost-effective than frequent trading.
What exactly is CZ saying with "buy and hold"?
CZ's timing for saying "buy and hold" is not random. The panic and greed index is only 26, indicating extreme fear; several reliable accounts are also amplifying this signal. Simply put: less fussing around, more accumulation of coins. BTC is currently around $88.5k, the derivatives leverage has already been passively cleaned up, and a phase of capitulation has appeared on-chain—this is a typical reverse layout window.
Where are we now?
BTC is near $88.5k, touching the support level at the lower band of the 4-hour Bollinger Bands. If it continues to go down, Chris Burniske has listed several price levels where there may be buying interest (not predictions, but places where liquidity may gather):
Why price levels are important:
$80k—low point in November 2025
$74k—bottom during tariff panic in April 2025
$70k—historical high in 2021
$58k—200-day moving average
$50k—range where media starts saying "Bitcoin is dead".
The derivatives leverage has been cleaned up, and there is a phase of capitulation on-chain. CZ is now saying "buy and hold"—historical data shows that in this environment, patiently accumulating coins is more cost-effective than frequent trading.
What exactly is CZ saying with "buy and hold"?
CZ's timing for saying "buy and hold" is not random. The panic and greed index is only 26, indicating extreme fear; several reliable accounts are also amplifying this signal. Simply put: less fussing around, more accumulation of coins. BTC is currently around $88.5k, the derivatives leverage has already been passively cleaned up, and a phase of capitulation has appeared on-chain—this is a typical reverse layout window.
Where are we now?
BTC is near $88.5k, touching the support level at the lower band of the 4-hour Bollinger Bands. If it continues to go down, Chris Burniske has listed several price levels where there may be buying interest (not predictions, but places where liquidity may gather):
Why price levels are important:
$80k—low point in November 2025
$74k—bottom during tariff panic in April 2025
$70k—historical high in 2021
$58k—200-day moving average
$50k—range where media starts saying "Bitcoin is dead".
Farewell to 'Full Transparency' Finance: How DuskEVM Uses the Hedger Engine to Start the Auditable Privacy Era of EVM
In the world of blockchain, EVM compatibility has almost become a standard feature for public chains. However, while everyone else is busy stacking TPS and optimizing Gas fees on EVM, Dusk Network has played a new game with EVM compatibility: native compliant privacy. With the launch of the DuskEVM mainnet in January, we are witnessing the rise of a brand new EVM application layer that not only accommodates the Solidity ecosystem but, more importantly, addresses the century-old problem of privacy and compliance that has plagued institutional DeFi applications with a core engine called Hedger.
To understand the disruptive nature of DuskEVM, we must first step out of the traditional thinking framework of 'public chains'. DuskEVM is not a simple EVM sidechain or Rollup; it is an execution layer within the Dusk Layer 1 modular architecture. This design approach itself reflects the team's profound understanding of financial application scenarios. Financial transactions require a stable, predictable, and low-latency execution environment, rather than a congested network full of uncertainties. Through modularization, Dusk separates consensus, data availability, and execution, ensuring that DuskEVM can focus on efficiently processing smart contract logic.
To understand the disruptive nature of DuskEVM, we must first step out of the traditional thinking framework of 'public chains'. DuskEVM is not a simple EVM sidechain or Rollup; it is an execution layer within the Dusk Layer 1 modular architecture. This design approach itself reflects the team's profound understanding of financial application scenarios. Financial transactions require a stable, predictable, and low-latency execution environment, rather than a congested network full of uncertainties. Through modularization, Dusk separates consensus, data availability, and execution, ensuring that DuskEVM can focus on efficiently processing smart contract logic.
GM
GM，Reply to me
All the way. Good evening, guys.
The 'Dimensionality Reduction Strike' in the Storage World: Why Does RedStuff Encoding Make Traditional Decentralized Storage Seem Cumbersome?
In the decentralized storage space, to be honest, most projects are just going around in circles on a flat plane, competing merely on the number of nodes, the complexity of economic models, and who has the louder marketing. But when the Walrus Protocol introduced its RedStuff encoding, I truly felt that this thing was thinking about problems in a different dimension. It's not about who has more redundancy, but about who has smarter and more efficient redundancy. This technical sharpness and pragmatism is what really excites people about Walrus.
Let's first look at the dilemmas of traditional storage. Arweave pursues permanence, and its core idea is simple and brute-force full replication. If data needs to be stored, then store multiple copies, the more the better. This sounds great, but what about the cost? It's astronomical. The data inflation rate is frightening; if you store 1GB of data, you might have to pay for 100GB or even more in storage costs. This model is indeed invincible for scenarios that pursue eternal data storage, but for datasets in the AI era that easily reach TB or PB levels, it's a cumbersome giant that simply can't keep up. You can't expect a data scientist to pay a hundred times the storage cost just to store a training set; that's unrealistic. This kind of resource waste is unacceptable in engineering.
Let's first look at the dilemmas of traditional storage. Arweave pursues permanence, and its core idea is simple and brute-force full replication. If data needs to be stored, then store multiple copies, the more the better. This sounds great, but what about the cost? It's astronomical. The data inflation rate is frightening; if you store 1GB of data, you might have to pay for 100GB or even more in storage costs. This model is indeed invincible for scenarios that pursue eternal data storage, but for datasets in the AI era that easily reach TB or PB levels, it's a cumbersome giant that simply can't keep up. You can't expect a data scientist to pay a hundred times the storage cost just to store a training set; that's unrealistic. This kind of resource waste is unacceptable in engineering.
The Terminator of Regulatory Sandboxes: How DuskTrade Reshapes the Trillion-Dollar RWA Track
Recently, the popularity of the RWA track has experienced explosive growth. However, as a long-term observer of financial technology, I always feel that most discussions in the market remain superficial, stuck at the primary stage of 'tokenizing U.S. Treasuries.' The real RWA revolution is not merely about asset on-chain, but the reconstruction of the entire financial infrastructure. Dusk Network, especially with their upcoming DuskTrade, is bringing a groundbreaking approach to this track with an extremely hardcore Layer 1 logic.
We need to clarify a core issue first: why do traditional financial institutions always hold a cautious or even wait-and-see attitude towards existing RWA solutions? The answer is simple: compliance and privacy. Current RWA protocols, no matter how well designed, are mostly built on applications layered over Ethereum or its L2. This means they must adapt to a fundamentally transparent underlying environment that lacks native compliance mechanisms. When a regulated entity, like an exchange holding an MTF license, wants to move hundreds of millions of euros worth of securities onto the chain, it needs a system that has compliance logic built-in from the genesis block, rather than a public chain that requires patches and compromises.
We need to clarify a core issue first: why do traditional financial institutions always hold a cautious or even wait-and-see attitude towards existing RWA solutions? The answer is simple: compliance and privacy. Current RWA protocols, no matter how well designed, are mostly built on applications layered over Ethereum or its L2. This means they must adapt to a fundamentally transparent underlying environment that lacks native compliance mechanisms. When a regulated entity, like an exchange holding an MTF license, wants to move hundreds of millions of euros worth of securities onto the chain, it needs a system that has compliance logic built-in from the genesis block, rather than a public chain that requires patches and compromises.
When RWA Meets Privacy Protection: How Dusk Will Tear Down the Last Barrier of Institutional Finance in 2026
Recently, I have been organizing research reports on the tokenization of real-world assets (RWA) in the laboratory. I have gone through dozens of projects and found that everyone is discussing how to bring U.S. Treasury bonds or houses onto the blockchain, but very few are actually tackling the most challenging issue, which is how to protect the financial institutions' confidential business secrets while maintaining regulatory transparency. It feels like doing business in a transparent glass cabinet; although everyone can see your sincerity, you are also exposing your vulnerabilities. For hedge funds that often deal with hundreds of millions of euros, this is simply unacceptable.
Recently, I chatted with a few friends involved in large models and found that everyone's understanding of 'AI + blockchain' is still stuck at the stage of issuing tokens and creating distributed computing power. To be honest, those AI plugins that are forcefully integrated later are simply not sufficient when faced with real high-frequency inference and automated settlement. In contrast, the recently studied Vanar Chain surprised me with its kind of 'native intelligence'. It does not build illegal structures on old and broken L1, but directly incorporates memory, inference, and automation into the validator nodes.
Especially that myNeutron module, which solves the most troublesome 'fragmentation' issue for AI agents. You can input 25MB of context, and it can compress it into a 50KB seed to store on-chain, which is much more clever than simply mounting on IPFS. Coupled with the native inference engine provided by Kayon, smart contracts are no longer rigid if-else, but can understand human logic. Compared to those competitors still focusing on TPS, Vanar has already begun to focus on the 'brain'. This kind of dimensionality reduction attack may be where the long-term value moat of $VANRY lies. Don't just fixate on the small fluctuations; pay more attention to whether the product can actually run. The collaboration between Vanar and Worldpay has actually been made clear; PayFi is the ultimate piece of the puzzle for the large-scale implementation of AI agents. If an AI cannot comply with global settlement regulations, it will always be just a chatbot. Vanar's recent cross-chain to Base is also a brilliant move, directly extending its technical reach into the most active ecosystem
@Vanarchain $VANRY
#Vanar
Especially that myNeutron module, which solves the most troublesome 'fragmentation' issue for AI agents. You can input 25MB of context, and it can compress it into a 50KB seed to store on-chain, which is much more clever than simply mounting on IPFS. Coupled with the native inference engine provided by Kayon, smart contracts are no longer rigid if-else, but can understand human logic. Compared to those competitors still focusing on TPS, Vanar has already begun to focus on the 'brain'. This kind of dimensionality reduction attack may be where the long-term value moat of $VANRY lies. Don't just fixate on the small fluctuations; pay more attention to whether the product can actually run. The collaboration between Vanar and Worldpay has actually been made clear; PayFi is the ultimate piece of the puzzle for the large-scale implementation of AI agents. If an AI cannot comply with global settlement regulations, it will always be just a chatbot. Vanar's recent cross-chain to Base is also a brilliant move, directly extending its technical reach into the most active ecosystem
@Vanarchain $VANRY
#Vanar
Many people ask me why Walrus dares to say it is cheap. In fact, the mathematical logic is quite simple. Traditional blockchain storage often requires nodes to perform full replication for security, resulting in an astonishingly high redundancy, which naturally increases the cost for users. Walrus, on the other hand, utilizes two-dimensional erasure coding to control redundancy to around 5 times, yet it can achieve or even exceed the security of full replication. It's like instead of making 100 locks to prevent losing a key, you break the key information into 10 parts, and as long as you have any 3 parts, you can create a new key. This leap in efficiency directly gives Web3 storage the potential to compete with Web2. If storage costs are no longer a barrier, then video streaming, large-scale social networks, and other money-consuming beasts can truly start running on the chain.
@Walrus 🦭/acc $WAL
#Walrus
@Walrus 🦭/acc $WAL
#Walrus
The DuskTrade plan will bring over 300 million euros of tokenized securities onto the blockchain, a figure that is itself shocking, indicating that Dusk is rapidly transforming from a technological concept into a platform with actual financial impact. This 300 million euros is not a random number but represents the stock assets of NPEX, a long-established regulated exchange.
The on-chain movement of this asset not only increases liquidity in the RWA market but, more importantly, validates Dusk's compliance tech stack. If Dusk can successfully handle these regulated securities, it provides a replicable blueprint for other financial institutions worldwide. Many RWA projects are still striving for the trust of banks, while Dusk has already deeply bound itself with exchanges. This is not just a simple tokenization process; it involves complex legal structures, investor KYC/AML, and post-trade settlement. The successful launch of DuskTrade will fundamentally change the narrative around RWA, making the market understand that true RWA is not just taking a picture of a property deed but bringing compliant financial instruments into the blockchain world. $DUSK
#Dusk @Dusk
The on-chain movement of this asset not only increases liquidity in the RWA market but, more importantly, validates Dusk's compliance tech stack. If Dusk can successfully handle these regulated securities, it provides a replicable blueprint for other financial institutions worldwide. Many RWA projects are still striving for the trust of banks, while Dusk has already deeply bound itself with exchanges. This is not just a simple tokenization process; it involves complex legal structures, investor KYC/AML, and post-trade settlement. The successful launch of DuskTrade will fundamentally change the narrative around RWA, making the market understand that true RWA is not just taking a picture of a property deed but bringing compliant financial instruments into the blockchain world. $DUSK
#Dusk @Dusk
From the Payment Pain Points to the Logic Reconstruction of Plasma's Layer 1
Recently, while researching stablecoin payment paths, I found that the vast majority of public chains still appear very clumsy when handling USDT transfers. Even the so-called high-performance L2s struggle to bypass the user experience deadlock of 'having to hold native tokens as Gas'. This is why the emergence of Plasma seems quite interesting to me; it is not just patching the old system but re-establishing Layer 1 for stablecoins from the ground up.
The most direct feeling is its zero-fee transfers and customizable Gas features. This design approach is very close to the thinking of internet products. Since stablecoins are the most widespread application scenario for cryptocurrencies, payments should be as smooth as sending a WeChat message, rather than requiring users to buy some in advance, like $XPL , to prepare. This 'Gasless' experience is crucial for driving mass adoption. Coupled with the recently integrated NEAR Intents, this large-scale cross-chain solution has basically broken the liquidity islands of stablecoins.
Compared to general-purpose public chains like Ethereum or Solana, Plasma's professionalism is reflected in its relentless focus on payment details, such as native support for confidential payments. This privacy feature is actually a necessity in commercial scenarios, but many chains have directly abandoned it for performance. The current Plasma looks more like a financial highway designed specifically for money, rather than a generic platform that can run anything but is mediocre at everything. With the stable operation of the mainnet Beta, the advantages of this vertical L1 will become increasingly apparent.
To be honest, the current market does not lack high-performance chains; what is missing is payment infrastructure that can truly allow ordinary people to use it without feeling it. Plasma's approach of deeply binding the underlying architecture to the stablecoin ecosystem is indeed much more pragmatic than those general chains that talk grand narratives every day. I look forward to it expanding this zero-fee coverage area by another factor of two by 2026, completely changing our stereotypical impression of on-chain payments.
@Plasma $XPL
#plasma
Recently, while researching stablecoin payment paths, I found that the vast majority of public chains still appear very clumsy when handling USDT transfers. Even the so-called high-performance L2s struggle to bypass the user experience deadlock of 'having to hold native tokens as Gas'. This is why the emergence of Plasma seems quite interesting to me; it is not just patching the old system but re-establishing Layer 1 for stablecoins from the ground up.
The most direct feeling is its zero-fee transfers and customizable Gas features. This design approach is very close to the thinking of internet products. Since stablecoins are the most widespread application scenario for cryptocurrencies, payments should be as smooth as sending a WeChat message, rather than requiring users to buy some in advance, like $XPL , to prepare. This 'Gasless' experience is crucial for driving mass adoption. Coupled with the recently integrated NEAR Intents, this large-scale cross-chain solution has basically broken the liquidity islands of stablecoins.
Compared to general-purpose public chains like Ethereum or Solana, Plasma's professionalism is reflected in its relentless focus on payment details, such as native support for confidential payments. This privacy feature is actually a necessity in commercial scenarios, but many chains have directly abandoned it for performance. The current Plasma looks more like a financial highway designed specifically for money, rather than a generic platform that can run anything but is mediocre at everything. With the stable operation of the mainnet Beta, the advantages of this vertical L1 will become increasingly apparent.
To be honest, the current market does not lack high-performance chains; what is missing is payment infrastructure that can truly allow ordinary people to use it without feeling it. Plasma's approach of deeply binding the underlying architecture to the stablecoin ecosystem is indeed much more pragmatic than those general chains that talk grand narratives every day. I look forward to it expanding this zero-fee coverage area by another factor of two by 2026, completely changing our stereotypical impression of on-chain payments.
@Plasma $XPL
#plasma
AI giants may not yet realize the power of Web3 hard drives
The current AI competition is essentially an arms race of computing power and data. Everyone is focused on GPUs, but has overlooked where these training datasets and model weights, often several hundred GB, are stored. Storing them in AWS is certainly convenient, but it essentially hands over control to centralized giants. Protocols like Walrus, specifically optimized for Blobs (Binary Large Objects), are tailor-made for the AI era. It's not just about storage; the key is that it can provide a form of 'proof of availability'. In decentralized AI training, how do you ensure that nodes are genuinely using the raw data you provided? Walrus's architecture inherently includes verification logic, so you can easily check whether the data is present and correct on the chain. This level of transparency is something traditional cloud storage can never offer. When AI computing power begins to decentralize, efficient and verifiable storage solutions like Walrus will be the most reliable logistical support.
@Walrus 🦭/acc $WAL
#Walrus
The current AI competition is essentially an arms race of computing power and data. Everyone is focused on GPUs, but has overlooked where these training datasets and model weights, often several hundred GB, are stored. Storing them in AWS is certainly convenient, but it essentially hands over control to centralized giants. Protocols like Walrus, specifically optimized for Blobs (Binary Large Objects), are tailor-made for the AI era. It's not just about storage; the key is that it can provide a form of 'proof of availability'. In decentralized AI training, how do you ensure that nodes are genuinely using the raw data you provided? Walrus's architecture inherently includes verification logic, so you can easily check whether the data is present and correct on the chain. This level of transparency is something traditional cloud storage can never offer. When AI computing power begins to decentralize, efficient and verifiable storage solutions like Walrus will be the most reliable logistical support.
@Walrus 🦭/acc $WAL
#Walrus
Is your frontend really decentralized?
Many projects that claim to be decentralized are actually just backend logic written on the chain, while the frontend pages are still hosted on Vercel or Alibaba Cloud. Once these centralized service providers go down or face scrutiny, users can't even find an entry point. The emergence of Walrus Sites fills in the last gap. It allows you to throw the entire HTML, JS, CSS, and even rich media resources into Walrus's decentralized network. When accessing, it's no longer a request to a centralized server, but directly from decentralized nodes, and the speed is quite fast. This kind of complete decentralization is not just an ideal; it's a real risk resistance capability. For applications that pursue extreme sovereignty, this is no longer an optional solution but a survival bottom line. The implementation of this technology is not complicated, but the sense of psychological security it brings is immense.
@Walrus 🦭/acc $WAL
#Walrus
Many projects that claim to be decentralized are actually just backend logic written on the chain, while the frontend pages are still hosted on Vercel or Alibaba Cloud. Once these centralized service providers go down or face scrutiny, users can't even find an entry point. The emergence of Walrus Sites fills in the last gap. It allows you to throw the entire HTML, JS, CSS, and even rich media resources into Walrus's decentralized network. When accessing, it's no longer a request to a centralized server, but directly from decentralized nodes, and the speed is quite fast. This kind of complete decentralization is not just an ideal; it's a real risk resistance capability. For applications that pursue extreme sovereignty, this is no longer an optional solution but a survival bottom line. The implementation of this technology is not complicated, but the sense of psychological security it brings is immense.
@Walrus 🦭/acc $WAL
#Walrus
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