When mentioning Walrus, many people's first impression is "Oh, another decentralized storage project."

But if you really clarify what it does, you'll find that's not the case at all. It's not about being cheaper than traditional cloud storage; the deeper issue is: where should Web3 content actually be stored?

NFT metadata, asset states in GameFi, data used for AI model training, chat records from on-chain social platforms, raw data from DePIN networks—these aren't temporary files that disappear after one use. They require long-term stable existence, support for verification, tamper resistance, and instant accessibility.

What Walrus is doing isn't simply "helping you store files." It's transforming the storage layer into blockchain-level infrastructure.

What does this mean? It means the demand isn't one-off. It's not "I just need to store once," but rather "each time an on-chain application runs, it consumes it continuously." Once storage truly becomes infrastructure, its nature changes—it’s no longer just a tool but a necessary pathway.

Some people still compare it to projects like Arweave or Filecoin, but that's underestimating it. Walrus is closer to the database layer in the Web3 world.

And the most powerful aspect of a database is—you don't need to care about it at all, but you can't live without it.

If more and more AI, DePIN, GameFi, and social applications start running data on Walrus, then the related demand isn't just a market story anymore; it's a real, pressing business necessity.

Some people are only focusing on price fluctuations now, but the big money actually comes from this understanding: in Web3, it’s not just "a certain application"—it’s an entire layer of infrastructure. The difference is enormous.