Walrus's Future Challenges and Growth Flywheel: From Sui Ecosystem to Multi-Chain Expansion
@Walrus 🦭/acc Although technically advanced, it still faces risks of node centralization (early investors control 30% of nodes) and challenges of regulatory compatibility. However, through the "low-cost + programmable" dual engine, it is accelerating its breakthrough.
Growth Catalysts:
• AI Data Wave: Collaborating with Bittensor to store distributed training data sets, addressing the pain points of data ownership and availability in the AI industry.
• L2 Integration: The 2025 roadmap clearly supports Layer 2 data availability storage, which may provide DA layers for Arbitrum, Optimism, and others in the future.
• Storage Market: Plans to launch a data leasing platform where users can rent out redundant storage space, further optimizing network resource allocation.
Community Dynamics: Binance HODLer airdrop has distributed 32.5 million WAL, and subsequent ecological incentives will continue to be released. As Walrus evolves from a Sui-specific protocol to cross-chain infrastructure, can it replicate Filecoin's market value trajectory? This is worth the ongoing attention of Web3 investors.
