2026-01-09 03:34:29

The battlefield for Rollups is becoming increasingly crowded, with competition focusing on technology, costs, and ecosystem support—every aspect is crucial to success or failure. So why is Walrus, this layer-DA, worth paying attention to?

Let's look at it from a different perspective. How does a new ZK-Rollup communicate with developers: "Our transactions are fast, costs are low, all data runs on Walrus, secure, efficient, and fully decentralized." How attractive is this message? Compared to just selling speed and affordability, users and project teams hear: there is a reliable partner backing us.

From the perspective of the Rollup teams, what does integrating Walrus bring? First, it directly reduces operational costs; second, lightweight client verification becomes easier to implement, enhancing user experience; third, it provides a genuine ecosystem co-building partner, not just a simple tool provider. This kind of collaboration benefits both parties.

So here come the key indicators: keep an eye on which mainstream Rollup projects choose Walrus and how they grow. The future of Walrus is fundamentally tied to the development of these high-quality Rollups. The value of $WAL is also embedded in the depth of these collaborations.

WAL2,33%

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WhaleWatcher

· 01-10 09:25

The true differentiation lies in the depth of collaboration, not just stacking parameters. Let's see who can make Walrus showcase its versatility. There are so many Rollups that it becomes numb, but few can find a reliable DA layer. If this wave of Walrus can truly bind with top projects, there's still room for imagination. To put it simply, whether the ecosystem can generate sustained demand for WAL depends on whether the mainstream Rollups accept it. The DA track is highly competitive; where exactly does Walrus's competitiveness lie? Everyone can boast about lowering costs. The more partners and deeper the cooperation, the higher the valuation can be supported. Otherwise, it’s just another forgotten Layer 2 sidekick. Speaking of which, lightweight clients are indeed a technical upgrade point, but do users really care? Building the Rollup ecosystem together sounds good, but I’m afraid it might ultimately just become a tool for others.

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BackrowObserver

· 01-09 03:45

The key still depends on who actually adopts Walrus, rather than just shouting slogans. Wait, regarding the Rollup ecosystem partners... it seems there aren't that many projects truly deeply integrated yet. Basically, it's a bet that big projects will pick it up in the future. However, the DA layer direction is indeed more imaginative than simply stacking TPS.

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PositionPhobia

· 01-09 03:41

Speaking of which, the idea behind Walrus is actually about selling trust. It sounds appealing, but it really depends on which mainstream Rollups are willing to take the bait. That's right, reducing costs is indeed attractive, but the positioning as an ecosystem co-creation partner... it still depends on whether actual collaborations can be achieved. Wait, is the value of $WAL really entirely dependent on Rollup buy-in? Should we be worried about the risk of being "toolized"? In the competitive Rollup arena, Walrus truly needs deep cooperation to break through. But here's a question—who will be the first to take the plunge? The logic sounds solid, just a bit overthought. The key is to look at the data—how much of the collaboration is truly in use. While the DA layer concept is sexy, ultimately, it still needs to prove it can handle volume. It's too early to say anything about this now. I like the positioning of partners; it's more interesting than just being a tool. But I worry it might end up just another cost item. It seems the core message of the article is: Can Walrus drive growth by partnering with high-quality Rollups? That’s indeed the key, but it also sounds a bit like placing a bet.

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