Recently, many people have asked me what the current key focus areas are. Honestly, the market is not short of concepts and gimmicks; what is truly scarce are those that are genuinely usable and capable of sustained operation at the foundational level. This is also why I started to delve deeper into the storage sector—a direction seriously underestimated by the market.

In the world of Web3, everyone's attention tends to focus on hot areas like DeFi, L2 scaling, and AI applications. But there is a rarely addressed question: where are the data generated by these applications stored securely and in a decentralized manner? This seemingly fundamental issue relates to the sustainability of the entire Web3 ecosystem.

My first encounter with Walrus left me not with its novelty, but with a sense of "rightness." It doesn't care about creating short-term market sentiment but aims to genuinely solve a long-standing and overlooked fundamental problem.

From a technical architecture perspective, Walrus is far from simply copying other decentralized storage projects. It has undergone a comprehensive redesign in dimensions such as high availability, data verifiability, and compatibility with on-chain applications. This will have a profound impact on future AI applications, DePIN projects, GameFi, and even RWA-type innovations. The reasoning is simple: if the data itself cannot be verified and lacks reliability, then no matter how many applications and stories are built on top, it’s all just castles in the air.

What I particularly value is that Walrus's token design does not follow the common套路. It does not treat the token merely as a "trading item," but attempts to integrate the token into the network's operational mechanisms and incentive structures. In other words, as long as the network is in use, there is actual demand for the token, rather than relying on short-term capital-driven price fluctuations to sustain the ecosystem.

So, what kind of people should pay attention to projects like Walrus?

My answer is: those who are not in a rush for quick profits and are willing to lay out infrastructure in advance.

In a market environment driven by short-term sentiment, projects like Walrus often require time to be truly understood. But once their value is validated, the cycle of unlocking their potential will also be relatively longer. Whether the token is undervalued or not, time will ultimately tell. I have decided to continue paying attention to this direction.