As we look at the crypto landscape, infrastructure plays often provide the best risk-adjusted returns. Walrus Protocol sits at the intersection of three massive trends: High-performance L1s (Sui), DePIN, and AI Data availability.
With its "Red Stuff" technology providing a clear moat against competitors, and the backing of Mysten Labs, Walrus is de-risked compared to new startups. As the Sui ecosystem explodes in TVL and users, the demand for its native storage layer will follow. For the savvy investor, @walrusprotocol looks like one of the most undervalued fundamental plays of the cycle. $WAL is one to watch.
