@Walrus 🦭/acc "If speculation disappears, does WALRUS still get used?"
WALRUS only survives a speculation drought if data demand replaces token demand.
WALRUS isn’t built for hype cycles. Its architecture is cold-blooded: decentralized blob storage optimized for large, persistent data. No memes, no DeFi loops. That’s a strength only if someone actually needs censorship-resistant storage when nobody is farming yield.
who pays for storage when price stops moving?
• Archival data (research, legal proofs, AI datasets)
• Protocols that must store blobs long-term, not temporarily
• Apps where deletion = liability
If those users exist, WALRUS gets used even at $0 hype. If not, it’s just another “infra token” waiting for narratives to reboot.
Token utility matters here. WALRUS isn’t gas for trading—it’s economic pressure on storage supply. Fewer speculators means fewer redundant uploads, but more serious usage.
A comparison table using publicly available specs: WALRUS vs Arweave vs Filecoin — cost per GB, permanence guarantees, write model. It shows WALRUS targets boring but necessary storage, not speculative churn.
