In Web3 investing, everyone is always talking about the computing power of public chains, consensus mechanisms, and transaction speeds, but few truly care about a more fundamental question: where to store data and how to do it cheaply.

No matter how fast a blockchain is, it can't handle data accumulation. Some high-frequency applications like NFTs, blockchain games, and decentralized social platforms generate enormous amounts of data daily. Storing this data with traditional methods either costs an exorbitant amount or requires sacrificing decentralization—this is the real bottleneck for the entire ecosystem's expansion.

The Walrus project is designed to address this pain point. It is developed by the Mysten Labs team and is not an ordinary file storage solution but a scalable storage layer specifically designed for large-scale data blocks (Blobs). Technologically, it employs innovative solutions like erasure coding to ensure data security and decentralization while significantly improving storage efficiency and reducing costs.

What does this mean? It means that data-intensive applications finally have infrastructure support and no longer need to worry about storage costs. From an investment perspective, these underlying storage assets are often long-term value carriers rather than short-term speculative targets. It’s worth paying attention to the development of this track.