My intuitive feeling is that the Walrus project is currently stuck at an interesting point in time. The mainnet has already launched, the technology has been validated, and ecological applications are gradually expanding, but the vast majority of people haven't yet realized what it can do. This early stage often hides the greatest opportunities.

Let's start with last year's airdrop. In the Sui ecosystem, Walrus conducted a round of what is said to be the most generous airdrop plan in 2025—no lock-up period at all, with all tokens unlocked immediately at TGE. In today's crypto world, this kind of approach is quite rare. Many projects implement linear unlocks, ostensibly to protect the price, but in reality, to prevent users from dumping and fleeing. Walrus dares to do this either because they have full confidence in the project itself or genuinely want to cultivate the community. Judging by their subsequent actions, it’s probably the latter.

Recently, their official Twitter has been pushing newsletter subscriptions, saying they will regularly share ecosystem progress, application cases, and plans for 2026. This ongoing dialogue makes it feel quite sincere. Compared to projects that go silent after distributing tokens and only come out to hype during pump times, Walrus gives the impression of being serious about doing things, not just aiming for short-term gains.

Looking at the ecosystem now, Walrus already hosts quite a few applications—some involved in 3D printing, some in Web3 entertainment, and others working on on-chain AI. These applications share a common point: they are data-intensive businesses that require storing large amounts of files but don’t want to be tied down by centralized services like AWS. Walrus’s distributed storage solution perfectly addresses this pain point, and because of its deep integration with Sui, the development experience is much more comfortable than using other storage solutions alone.

Honestly, this overlooked stage is often where the real chips are.