2026-01-11 15:26:00

The world of decentralized storage seems to have been divided long ago, but those truly developing in the space are a bit frustrated: Filecoin's storage proof confirmation is too slow, making it impossible to sustain the patience needed for high-frequency applications; Arweave's fixed-price model leaves little confidence in projects that are continuously iterating.

At this moment, Walrus has made its debut in the Sui chain ecosystem. It doesn't aim to become the next giant; instead, it acts like a precise niche player—filling specialized needs that others overlook.

What’s the clever part? It doesn’t compete head-to-head for "big pies" like permanent archives or cold data. Instead, it focuses on real-time read/write of "hot data" on high-performance chains. Imagine live streaming games on-chain, where player assets and animation effects are generated and accessed every second—this demands extremely low latency and cost efficiency. Walrus’s erasure coding technology "compresses" data into a more loss-tolerant format, trading off storage space for high availability at a fraction of traditional costs. Some tech analysts have pointed out that this approach is especially effective for handling large-scale, randomly accessed data streams with high volatility.

This shapes a growth path entirely different from that of giants. There’s no need to surpass competitors in total capacity; as long as it provides the best experience and lowest costs within the "high-frequency storage" niche of the Sui ecosystem, that’s enough. When applications within the ecosystem—especially social and gaming products that demand real-time interaction—start to cluster and emerge, the value of this "specialist" that has laid the groundwork early on will become evident. The bet isn’t on a complete overhaul but on becoming an irreplaceable vertical layer during the ecosystem’s rapid growth window.

FIL4,14%

AR5,24%

WAL-2,6%

SUI0,13%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
6
Repost
Share

Comment

0/400

MindsetExpander

· 42m ago

Niche tracks may not seem as glamorous, but those who truly survive are often these kinds of players. --- Walrus's approach I have to say is quite comfortable, not competing head-to-head with FC and AR, but instead diving into Sui's hot data. --- The key is that this erasure coding logic is low-cost and highly available, which is exactly what high-frequency scenarios like gaming and social need. --- The ecological window is only a few years, and those who get it right can truly thrive, depending on whether they have the ambition to expand horizontally. --- To put it simply, doing one thing well is much more profitable than trying to do everything perfectly.

View OriginalReply0

ForkMonger

· 01-11 15:55

erasure coding as a governance attack vector? nah bruh, walrus just found the margin of disruption filecoin couldn't see coming.

Reply0

LiquidatorFlash

· 01-11 15:43

Segmented track strategies, but I haven't fully understood the capacity threshold of the Sui ecosystem, and the risk exposure is too high.

View OriginalReply0

HashRateHustler

· 01-11 15:43

Another story about niche tracks, sounds okay, but can the Sui ecosystem really take off? --- Walrus, I respect this approach. Not competing head-to-head with Filecoin, smart move. --- Hot data storage is indeed a pain point, and high-frequency applications often get stuck, which is normal. --- Erasure coding is impressive, but whether it truly lands depends on whether application developers are willing to switch. --- Niche markets are easy to enter, but the hard part is keeping up with the ecosystem. --- This strategy is a bit like the niche players back in the day—success and failure both depend on the same factors. --- If applications on the Sui chain really take off, Walrus will have a chance; otherwise, it's just air. --- It feels a bit risky to bet on Sui's future. --- Not competing for the big pie, just looking for gaps; at least living better than those targeting the same market. --- The demand for high-frequency read/write is indeed large, but can the costs really be cheaper than centralized solutions?

View OriginalReply0

SerumSquirrel

· 01-11 15:42

Oh no, the Sui ecosystem has another aggressive move to secure a position. This time, someone finally understands the developers' struggles. Filecoin's painfully slow confirmation times are really annoying, and Arweave's pricing indeed makes iteration difficult... Looking at Walrus's approach, instead of directly competing with the big players, focusing on niche areas like hot data is a smarter strategy. The technology of erasure coding and data compression is definitely worth paying attention to. On-chain live streaming games require extremely low latency, and if it can really be achieved... when the ecosystem applications explode, the value will be tremendous. However, it still depends on whether truly high-frequency applications will emerge within the ecosystem. Securing a position is good, but the products need to catch up as well.

View OriginalReply0

OnChainArchaeologist

· 01-11 15:42

Securing niche markets is indeed a smart move, much wiser than blindly competing in the big race. The confirmation speed of Filecoin is really slow; high-frequency applications simply can't keep up. Walrus's approach with erasure coding is interesting, especially since it capitalizes on the red ocean of the Sui ecosystem. Wait, could it be that the ecosystem hasn't even gained traction before it cools down? That's always how history repeats itself. Speaking of this vertical strategy, the biggest risk is that the main chain ecosystem suddenly fails. But it's definitely more reliable than blind expansion. To bet on ecosystem growth windows, you have to bet on the right timing. Otherwise, no matter how precise your positioning is, it won't matter. Walrus seems to have figured it out—there's no need to be a jack-of-all-trades, just focus on doing one thing well. This approach is worth paying attention to. In fact, high-frequency storage has always been an overlooked pain point. Why didn't anyone think of this before? Now that Sui is gaining popularity, it's definitely the right window. I just want to know, how cheap can the costs of this thing really get? How much does it need to drop compared to FIL to truly capture the market?

View OriginalReply0