2026-01-11 03:21:43

Recently, the decentralized storage sector has been quite active. Walrus Protocol just completed a $140 million financing round, led by Standard Crypto, with top institutions like a16z crypto and Electric Capital also participating. Interestingly, these investors are almost the same group as those in the Sui public chain, indicating that everyone is optimistic about ecosystem synergy.

Based on the financing scale, and assuming a 7% token share, the entry price for institutions is roughly $0.4 per token. Compared to the project's current valuation of $2 billion and Filecoin's fully diluted market cap of $6 billion, Walrus's growth potential is indeed significant.

Why did this financing attract so many big players? The key lies in the close relationship between Walrus and Sui. When storing blob data on the Sui chain, the protocol directly consumes SUI tokens for gas by creating metadata objects. Roughly speaking, if the 1EB storage target is achieved, the SUI tokens burned in a year could account for about 15% of the current circulating supply, serving as a real engine for the Sui ecosystem's economic cycle.

Security is also assured. With Mysten Labs' technical backing and certification from five top auditing firms, the project's certainty is much higher compared to other storage projects. In the current climate of rising Web3 infrastructure development, Walrus—a combination of top-tier capital, leading public chain, and essential sector—definitely has that certain appeal.

WAL-0,74%

SUI-1,1%

FIL-0,67%

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Ser_Liquidated

· 2h ago

$0.4 entry? Now with a $2 billion valuation, this premium space is indeed a bit outrageous. I believe in the SUI gas engine, but can 1EB storage really be implemented, or is it just another pie in the sky? A bunch of major institutions participating shows confidence in the Sui ecosystem, and that logic makes sense. Filecoin's past lessons, don't end up becoming a relic project again. What does certification by an auditing agency matter? The key is whether the actual application is practical. The financing is perfect; now it's just waiting for dual validation from technology and the market. But this amount of money is really aggressive; it's hard not to be excited.

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LiquidityLarry

· 01-11 03:51

Bro, this set of moves is really awesome. The logic of the Sui ecosystem's self-sustaining cycle is becoming clearer and clearer.

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GasFeeNightmare

· 01-11 03:50

Sui ecosystem bands together for warmth, this time it's for real

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TheMemefather

· 01-11 03:48

Walrus's recent funding round is indeed impressive. The same group of investors is deploying in the Sui ecosystem, which is a significant move. At a price of $0.4, benchmarked against Filecoin, Walrus could potentially multiply several times if it succeeds. The most critical aspect is the 15% SUI gas consumption, which represents real value capture, not just hype from a project that talks big. With Mysten Labs backing and five major audits, the security is indeed solid, much more reliable than those fly-by-night storage projects. I'm a bit tempted, but I'll wait to see the mainnet data. Good logic on paper still needs market validation.

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ChainMaskedRider

· 01-11 03:39

Wow, the same group of investors is playing the ecosystem linkage game again. This time it's the combination of Walrus and Sui, truly mutually beneficial.

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