2026-01-10 08:30:30

Everyone in a bull market seems like a genius, but the real watershed appears in a bear market.

Why do I remain optimistic about Walrus? Simply put, it's because I observed how this project fared during the last cycle's winter. Most projects at this time either halt operations or switch tracks, but this team didn't do that—its development pace remained unchanged, product iterations continued as usual, and communication with the community stayed consistent. These details are crucial.

It reveals the true underlying nature of a project: is it surviving on market hype, or is there genuine demand supporting it?

Walrus's logic is not based on speculative stories but rooted in actual on-chain activity needs. It's like after the tide recedes, it's obvious who is still swimming naked; who is quietly reinforcing their infrastructure is equally clear. The difference is that the former will be forgotten, while the latter will become competitors when the next cycle arrives.

The essence of long-term investing is actually investing in a project's resilience through cycles. It's not about betting on price increases but betting on how far the team and the project can go. From this perspective, projects that are still diligently working during bear markets are worth paying more attention to.

WAL-0,88%

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CexIsBad

· 2h ago

A bear market is the true test, there's nothing wrong with that. Walrus and their group are indeed a bit different; they were still competing last winter.

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GateUser-cff9c776

· 01-10 08:58

Only verified projects in a bear market are genuine; everything else is just stories. --- So Walrus is the one who didn't take off his pants? Seriously building infrastructure is really scarce. --- After the tide recedes, who is swimming naked is obvious... I love hearing that, it hits hard. --- The key is how many teams can persist in iteration during winter; that's the true value beyond the floor price. --- Betting on resilience rather than price increase, sounds easy but is deadly to execute. --- The construction pace in a bear market is actually the strictest screening criterion. Respect. --- It sounds like talking about Buffett's investment philosophy, but in Web3 it feels especially ironic. --- So the question is, how do I know who is really working and who is just pretending? GitHub commit records? --- This logic is even more than enough to sell Milan Kundera, but I still bought it. --- Perfectly illustrates the bear market philosophy, but can Walrus really hold up through the next cycle?

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GetRichLeek

· 01-10 08:56

Only during a bear market can you see who is truly working. This statement is spot on. When I suffered heavy losses last year, I was watching Walrus. Unlike other projects that vanished into thin air, I remember this detail clearly. It's really about whether the team has conviction, not just slogans. When the next wave comes, this kind of accumulation will become chips.

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TokenomicsTinfoilHat

· 01-10 08:52

The true test of a bear market, there's no denying that. Walrus has indeed shown some real substance this time, no hype, no blackening. --- Honestly, I've seen too many "geniuses" in a bull market, and they're all paper tigers. --- When the tide goes out, who’s swimming naked? That metaphor is perfect, it hits straight to the heart. --- Most projects falter in a bear market, but Walrus is still working hard—this is the gap. --- Not all developments are worth being optimistic about, but at least Walrus hasn't been lazy, and that's something you can trust. --- Honestly, compared to price increases, I care more whether the team is really working. --- Resilience can't be hidden; in a bear market, you can tell at a glance. Walrus made the right move. --- Both infrastructure and on-chain demand—sounds less like a story and more interesting. --- In the next cycle, these serious projects can indeed turn around, but how many will still be around then? --- Investing in resilience is essentially about the investor's mindset. When market sentiment changes, everything else is pointless.

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GasOptimizer

· 01-10 08:48

The pace of building during the bear market hasn't changed, and this can indeed be verified with data. Comparing GitHub commit frequency and contract update cycles can reveal clues. Relying solely on community communication as a soft indicator is not enough; on-chain activity volume, TPS growth, and whether the fee model has been optimized are also important. Walrus is a good direction, but it needs hard data to support the argument of "actual demand."

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CounterIndicator

· 01-10 08:48

Bear markets reveal true colors. Walrus is really getting serious this time, unlike those who only tell stories.

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TokenRationEater

· 01-10 08:35

Only during a bear market can you see who is genuinely building and who is just storytelling.

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