WAL is a project I entered half a year ago at $0.2, and it's currently trading around $0.27. The gains look steady, but honestly, competition in the storage track is absolutely fierce—the pressure from Arweave and Filecoin is always there.

The main reasons I'm bullish on WAL come down to its deep integration with Sui. The Seal access control mechanism really impressed me—after encrypting the blob, only people holding the token can access it. The privacy protection is quite solid. What I worry about is FUD attacks, but this mechanism technically solves that problem.

On the practical side, Quilt's batch upload feature has been a lifesaver. I tried uploading over 100 family photos and investment notes at once, and searching through 660 files of metadata tags is incredibly fast. Some people are using it to tokenize AI datasets, and I started thinking—if my own trading history could be NFT-ified and sold like this, the imagination space for this ecosystem would be huge.

On the risk side, I need to be serious—1.75 million WAL unlock in 2026, with supply pressure sitting right there. My plan is to sell in batches at highs and not wait until a real crash to regret it. Current staking APY is around 12%, so I'm treating it like a fixed-term deposit.

The roadmap shows Q2 launching enterprise SDK, which could genuinely attract institutional capital. Ecosystem applications are also increasing—for example, a certain trading platform uses Walrus for ad placement with daily impressions reaching 25 million+ level, showing the ecosystem is truly getting active. Breaking $1 actually isn't that far away; the key is whether the ecosystem can keep expanding.