2026-01-06 19:21:15

Many people analyze projects by looking at funding and narratives first, but those actually trading tend to think more straightforwardly—will this thing be genuinely used?

Walrus has a easily overlooked characteristic: it doesn't derive value from being held, but from being used and reused. This is crucial for traders.

Most infrastructure tokens share a common problem—demand is unstable. During a bull market, on-chain activity explodes, and everyone uses it very frequently; once sentiment cools, usage drops sharply, and fees collapse as well.

But the storage logic is different. As long as the application is alive, data is continuously generated, and fees won't suddenly drop to zero. This means Walrus corresponds to a persistent, slow but stable demand structure. It doesn't have short-term explosive points; instead, it resembles "basic consumables"—assets of this type are usually re-evaluated by the market only in the later stages of a bull market.

If you treat Walrus as a short-term sentiment indicator, it's indeed easy to misunderstand. But placing it within a "long-term infrastructure basket" framework makes the logic much clearer.

WAL12,19%

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NestedFox

· 15h ago

Amazing, finally someone has clarified it. Walrus's stable fee structure is indeed to our long-term players' taste. Wait, are storage needs really that stable? What if the chain collapses? Supporting the market with actual utility is much more sincere than projects that just tell stories. It's normal for short-term traders not to understand; this thing isn't meant to be used for speculation. Exactly, infrastructure is the real blue chip in the second half of the bull market.

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WalletInspector

· 01-06 19:51

Honestly, this is the perspective to see clearly. People have been hyping this and that, but in the end, no one actually uses it. No matter how good the narrative looks, it's all pointless. I agree with Walrus's logic: storage needs are there, using it requires payment, unlike other infrastructure tokens which are more虚 (meaning "vapor" or "illusory"). Wait, is there really a large-scale application currently using it? Or are people still waiting for the right moment? Short-term traders can't understand this, which is normal. This thing is destined to be冷清 (meaning "quiet" or "calm"). Making big money quietly is always better than being hammered by air (meaning "price dumps") every day.

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GasWaster

· 01-06 19:50

honestly walrus hits different when you stop chasing the pump and actually think about sustained demand... most infra tokens are just hot air until the bear hits, but storage? that's like paying rent monthly, not buying a lottery ticket lol

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BakedCatFanboy

· 01-06 19:50

Well said, finally someone explains it thoroughly. Most people are still just hyping narratives. Oh, the real use case is indeed easy to overlook, but it seems most people don't have the patience to wait. Hmm, I hadn't thought about the logic of stable storage needs before, feels a bit insightful. You can't see it in the short term, only in the long term? That's ridiculous. How long do we have to wait? Hmm... the concept of basic consumables is interesting, but can it translate into real income?

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BrokenYield

· 01-06 19:49

ok so walrus actually has real utility demand vs the typical infra token that just bleeds out when sentiment dies... that's actually the asymmetry most degens miss, ngl. but doesn't mean it'll moon next week lmao

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SignatureVerifier

· 01-06 19:40

tbh the "actual usage" angle is where most people fumble their analysis... they're too busy chasing narratives. storage demand actually staying put during downturns? that's genuinely worth auditing closer.

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hodl_therapist

· 01-06 19:31

Honestly, usage is the ultimate truth detector. No matter how good the hype, it’s useless. I’m optimistic about the storage track, but you have to be able to endure loneliness. Now, those going all-in on Walrus are betting on its future application ecosystem. Isn’t it too early? This kind of infrastructure should be held for 5 years; don’t hype it like trending projects. The actual demand for usage is there; repeated fee inflows are the hard currency. I believe in this logic. Short-term traders will have insomnia; this thing doesn’t give you explosive rises or drops. Storage demand is indeed stable, but whether the ecosystem direction can succeed—that’s the real question. Not holding, relying on usage—I understand the model, but it has to be backed by real on-chain data. The infrastructure basket framework is good; long-term, that’s how I see it. Waiting to see how the application side connects.

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LiquidatorFlash

· 01-06 19:30

Stable fee flows > Emotional volatility, this is the correct way to build infrastructure. It's normal not to understand in the short term. Basically, the usage curve won't drop to zero, making it more resilient to price drops than most public chain tokens. These kinds of things are easy to overlook, and that's exactly the opportunity. A clear demand structure means you don't have to fear a bear market. The problem is, how many people are truly thinking this far ahead... Storage will always have demand, and fees won't drop to zero. This logic is indeed more reliable than those infrastructure projects that rely on hype to survive. Having a sustainable cash flow provides a bottom line, unlike some projects that spike short-term and then drop to zero. Only by viewing from a long-term perspective can you truly understand; short-term traders are indeed prone to pitfalls. The key to this positioning as basic consumables is that it doesn't depend on market sentiment to sustain itself.

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