2026-01-10 05:28:40

Industry Trend: Data Becomes the True Competitive Edge in Web3

2026 is no longer the same. The once prevalent "Next Generation Internet Narrative" is gradually fading, replaced by a hardcore battle over data ownership and usability. The decentralization of AI large models training and the explosion of 4K media on-chain—these scenarios share a common pain point: traditional cloud storage is either highly centralized or prohibitively expensive. In this gap, a new possibility has emerged.

**Technical Foundation: How Smart Contracts Redefine Storage**

When it comes to storage, many still imagine centralized data centers. But Walrus Protocol's approach is entirely different—it delegates the entire scheduling and verification process of storage nodes to smart contracts for automatic execution. This is not a minor improvement. Leveraging Sui Chain’s inherent high concurrency advantage, each data rights confirmation is as precise as a token transaction, completely eliminating the possibility of human intervention.

What about security? The core "2D Erasure Code" technology fragments files into countless encrypted pieces, dispersed across the globe. Even if nodes in a certain region go offline collectively, the system can still fully recover the data. This on-chain transparent verification method provides a truly physical-level guarantee for AI training data that requires absolute trust.

**Economic Model: New Ideas in Liquidity Design**

With the technology in place, ecosystem sustainability is equally crucial. The economic design of $WAL is especially noteworthy—it aims to incentivize node participation while ensuring early users and ecosystem contributors receive long-term returns…

(The original text is incomplete here; the above is a full rewrite of the existing portion.)

WAL6,03%

SUI0,7%

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ThesisInvestor

· 01-10 05:57

I've been saying it all along, data is the real gold and silver. Now finally someone is taking this seriously. Walrus's erasure coding approach is indeed tough; distributed storage is becoming interesting this time. It's the Sui chain again; this guy has quite a big bet on it. The pain point of storage being ridiculously expensive is spot on, but whether it can truly replace cloud storage depends on the ecosystem. How is the token economics of $WAL designed? I feel this is the key to whether it can survive. It's 2026, and people are still talking about Web3 storage. This time, players have finally seen through.

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TestnetNomad

· 01-10 05:57

Data ownership is finally being understood by someone; the previous centralized approach was indeed damn --- Walrus's move is really aggressive, handing storage over to smart contracts for automatic scheduling... feels like something substantial --- 2D erasure coding sounds good, but can it really be implemented? Can the ecosystem support it? --- Early participants will benefit this time; it all depends on how WAL's tokenomics is designed --- Honestly, compared to those flashy narratives before, this time it's about real stuff... data truly is the most valuable --- Wait, can Sui chain's high concurrency really support global nodes? Is there real data? --- I totally agree that cloud storage is ridiculously expensive; it should have been disrupted long ago --- Data recovery after node downtime sounds like a fairy tale... has there been any case validation? --- How to buy WAL? This thing seems promising --- Both Sui chain and Walrus... is this just another round of hype? --- The strong demand for AI training data security is real; this angle is well chosen

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ThatsNotARugPull

· 01-10 05:49

Data ownership is indeed the breakthrough point, but can 2D erasure coding really hold up? --- Walrus sounds good, but I'm worried that node incentives might not be sustainable --- This is what Web3 should be doing, no more虚的 (虚的 means "virtual" or "hollow" in this context) --- How is the $WAL economy designed? Is there a detailed breakdown? --- Are early user rewards reliable? I always feel like later users are just the bagholders --- With Sui's concurrency advantages, no wonder storage can be so innovative --- Basically, it's a market competition with centralized cloud storage, seeing who is cheaper and more stable --- Is the erasure coding distributed storage system aimed at IPFS? Or is it a completely different approach? --- Can node downtime be recovered? If that's true, it's really impressive --- The most challenging part is the sustainability of the ecosystem; technology is not hard to replicate

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SandwichDetector

· 01-10 05:48

The concept of data ownership has been around for years, but how many have actually implemented it? Let's see if Walrus can hold up this time. --- Erasure coding for distributed storage sounds impressive, but what if the node operators run away? Who will take the blame? --- It's either Sui or WAL, but it still feels like just talk. When will we be able to use it? Let's discuss then. --- Cloud storage is indeed expensive, but it's stable. Is decentralized storage really better? Is there data to support that? --- How many years have basic technologies like 2D erasure coding been around? Why are they only now being talked about as new? It's a bit amusing. --- The promises sound fantastic, but who will guarantee node availability? Can they make any commitments? --- Wait, isn't this just Filecoin with a different shell? History tends to repeat itself, everyone.

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