In the current fierce competition for Web3 infrastructure, with its unique dual-track layout of 'AI Storage + RWA On-chain', it is becoming an ecological force that cannot be ignored. The value logic of its native token WAL is continuously being solidified as the ecosystem takes shape. As a next-generation storage protocol built on Sui, Walrus not only addresses the performance bottlenecks of traditional decentralized storage but also precisely targets the two hottest market trends, forming a differentiated core competitiveness. On the technical level, Walrus's innovative architecture is a benchmark in the industry. It uses RedStuff encoding technology and a hot and cold data layered storage solution, compressing storage costs to one-fifth of traditional cloud storage while achieving millisecond-level read and write responses, perfectly adapting to large-scale data storage needs such as AI models and dynamic NFTs. The Quilt solution launched in 2025 further addresses the shortcomings of small file storage, currently supporting over 800+ TB of data and 14 million blob storage, becoming the preferred storage infrastructure for many developers. Even more commendable is its programmable storage capability, which, through deep integration with Sui smart contracts, allows data to not only be securely stored but also to be shared and monetized through on-chain permission control. This feature has attracted top AI platforms like OpenGradient to collaborate deeply, making it the exclusive storage hub for decentralized AI models. In terms of ecosystem implementation, Walrus has established a three-dimensional system of 'Technology + Business + Compliance'. In the RWA field, it has realized compliant on-chain of six types of assets, including commercial real estate, precious metals, and artworks, through a hybrid confirmation architecture of 'multi-node proof + authoritative institution endorsement', with the total value of on-chain assets exceeding 800 million USD, serving over 50 asset parties in just 2025. In the AI storage field, in addition to collaboration with OpenGradient, it has partnered with health tech project Cudis and advertising tech platform Alkimi, covering diverse scenarios such as AI training data, health data, and advertising performance data. As the core of the ecosystem, WAL runs through the entire process of storage payments, node staking, governance voting, and asset guarantees. Each storage transaction will destroy a portion of tokens, forming a deflationary closed loop of 'the more prosperous the ecosystem, the scarcer the tokens'. In terms of token economic design, Walrus showcases community-friendly characteristics. Of the total issuance of 5 billion, over 60% is used for community airdrops, subsidies, and reserves, with 10% of the community airdrop ratio far exceeding the 7% allocated to investors, accumulating a broad community foundation for the long-term development of the ecosystem. With the advancement of the roadmap supporting ultra-large capacity blob storage and USD-pegged stable pricing in 2026, as well as the access of over 40,000 enterprise users like Crossmint, the usage scenarios of WAL will further expand. In the ongoing explosive industry trends of AI and RWA tracks, WAL, as a quality asset with technical barriers, commercial implementation, and deflationary models, has promising growth potential in the future.


