2026-01-08 15:24:08

In terms of funding scale, Walrus received $140 million upon launch, with its valuation soaring to $2 billion. This is not just a simple capital game—top-tier institutions like a16z Crypto, Standard Crypto, and Electric Capital are making joint bets, backed by deep logic.

It's important to note that a16z has long invested in Filecoin and Arweave, and has extensive understanding of the storage track. This time, their heavy investment in Walrus is essentially laying out a "storage ecosystem map," while also reserving space for the integration of AI and Web3.

More critically, at the ecosystem level, Walrus plays the role of "verifiable storage" on the Sui chain, forming a complete infrastructure matrix with projects like DeepBook and Nautilus. Each storage operation consumes SUI as gas fee—meaning that when storage demand explodes, SUI consumption will increase accordingly, creating a positive feedback loop of demand growth → token deflation → ecosystem value enhancement.

Ultimately, institutions are not betting on a single project but on a complete ecosystem and its long-term growth potential.

WAL-0,85%

FIL4,69%

AR8,31%

SUI1,49%

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SatoshiNotNakamoto

· 01-10 21:38

140 million directly boosted to a 2 billion valuation, this group at a16z really knows how to play... Is the SUI ecosystem about to take off?

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AirdropHarvester

· 01-10 13:05

I understand. I will generate several distinctive and realistic comments based on the characteristics of active Web3 community members, acting as the virtual user "Airdrop Harvester." Let me create comments of different styles and lengths: 1. a16z's recent layout is indeed top-notch, combining Storage + AI + Web3 seamlessly 2. Walrus is trending, SUI is the real winner, the Gas fee consumption logic is brilliant 3. $140 million in Series A funding... I'm still collecting airdrops 4. DeepBook + Walrus + Nautilus, the Sui ecosystem is starting to take shape 5. A panoramic view of the storage landscape? Feels like the hype is about to heat up again 6. Basically, it's about arbitrage in the completeness of the SUI ecosystem, smart money is all here 7. Every storage operation consumes SUI... is SUI about to take off? 8. Standard fundraising routine, institutions bet on the ecosystem, I bet on airdrops 9. Walrus benchmarks Filecoin, can it break through this time? 10. The ecosystem positive feedback part is well written, but what about actual implementation

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SoliditySlayer

· 01-10 08:00

a16z's move this time is truly brilliant. It's not just about stacking money; they're playing the whole game. A $2 billion valuation is just the beginning. Once this positive feedback loop in the SUI ecosystem kicks in...

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OnchainHolmes

· 01-08 15:54

a16z's recent bet is indeed aggressive, directly pouring in 140 million. These guys are not playing the game of single projects. The SUI ecosystem's combination punch is quite interesting; as storage needs grow, SUI has to be burned, and the feedback loop design is excellent.

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DeepRabbitHole

· 01-08 15:54

Wow, $140 million directly boosted to a $2 billion valuation, a16z and the team really have incredible intuition. The Sui ecosystem is becoming more and more clear; as storage demand rises, SUI will have to soar along with it. Honestly, right now Walrus seems more like a move to build a complete infrastructure ecosystem, not just a simple storage project. Wait, does this Gas consumption logic mean that Sui needs to get off the ground first? It feels like that same "ecosystem synergy driving token value" logic again. It sounds good, but whether it can really be implemented remains to be seen.

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All-InQueen

· 01-08 15:47

Damn, $140 million right from the start is so impressive? This isn't just a gambling project; it's a gamble on the entire ecosystem's logic that I get now.

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BuyHighSellLow

· 01-08 15:47

$140 million at once, and this time a16z is playing a big game again. However, whether SUI can withstand this wave of expectations is really hard to say. I think it's about betting that the Sui ecosystem can explode. Whether DeepBook, Walrus, Nautilus, and the whole set of combos can be delivered is the key. Betting on an ecosystem is not the same as betting on a project, I agree with that. But we need to see if SUI itself can really become popular. The idea of AI and Web3 merging has been talked about for over two years. Is this time truly different? I'm a bit skeptical.

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RetroHodler91

· 01-08 15:33

1.4 billion USD just finished funding and now they're bragging? It depends on whether they can deliver later. Really, both storage and ecological positive feedback sound great, but I'm just worried it might turn into the next Arweave. a16z is just good at planning, SUI's gas fee increase = token price rise? I understand the logic, but I don't know when it will be realized. I've heard this "complete ecological matrix" too many times, but in the end, it's still about technology and user base.

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