2026-01-21 11:24:03

Walrus repeatedly oscillates between 0.1360 and 0.1406, retail investors are eager to cut losses and exit, while institutions are taking the opportunity to aggressively accumulate. It appears to be a simple price game, but in reality, it is a contest over the future understanding of the AI storage track.

Top-tier capital like a16z and Standard Crypto jointly invested $140 million, not out of frustration, but because they have calculated it precisely. What are they seeing? A rare monopolistic opportunity in the trillion-dollar AI storage market.

Walrus’s real killer feature lies in its technology. The parameters of large models have already surpassed the trillion-level, and training requires support from PB-level data, posing unprecedented challenges to storage systems. Traditional centralized storage is prone to privacy leaks, high costs, and single point of failure risks. Decentralized storage, while ideal, has been stuck on two major bottlenecks: low efficiency and difficult data recovery.

Walrus breaks the deadlock with RedStuff two-dimensional erasure coding technology. The core logic is simple yet powerful: divide data into main slices and checksum slices, and disperse them across global nodes. With only a 4.5x replication factor, data can be fully recovered even in extreme cases where two-thirds of the slices are lost. Compared to Filecoin, data recovery speed is three times faster, and bandwidth costs can be reduced by more than half.

Efficient, secure, and low-cost—these are the three most important factors for AI companies, and Walrus has not missed any of them. Several AI laboratories are already testing their storage solutions. The pace of commercialization is getting closer, and the price of 0.1406 may just be the beginning.

WAL3,31%

FIL2,47%

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RooftopVIP

· 01-24 01:04

Retail investors cut losses while institutions scoop up shares—I'm tired of this routine. The question is, does Walrus really have the goods this time, or is it just another story? No matter how impressive RedStuff technology sounds, it ultimately depends on whether it can be practically implemented. Have those AI labs really started using it? A16z investing 140 million USD isn't surprising; the key is when the revenue data will be available. It's too early to talk about a trillion-dollar market now. --- Wait, losing two-thirds of shards and still able to recover? This technology is indeed interesting. Is Filecoin being suppressed from all sides? --- Don't be fooled by the story of institutions scooping up shares; the price oscillations indicate that the fundamentals haven't yet gained market recognition. --- Oh no, another story about a "disruptive technology." When was the last time I heard this? Anyway, I don't know whether to believe it or not, but my wallet remains skeptical. --- Cheaper than Filecoin by half and three times faster—if that's true, it shouldn't be this cheap. Something feels off.

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DegenWhisperer

· 01-24 00:51

Retail investors cut losses, institutions scoop up, this show is old news. The key is whether the technology can be practically implemented. RedStuff sounds promising, but Filecoin also hyped itself quite a bit. What’s the current situation? A16z’s investment doesn’t guarantee profits. I still want to see if it’s actually being applied in real-world scenarios. Those who compromise all got stuck at the 0.14 level. Let’s wait and see. I don’t quite understand this technology, but anyway, wealthy people are optimistic, so I’m just copying their homework. A fourfold replication factor sounds good, but can it really cut costs in half? Where does this data come from? Everyone knows that large models require storage. The real question is how much of the cake Walrus can grab. The game changer is still a game changer, but can it make money? That’s the real focus. Let’s wait until the lab actually starts using it. Right now, it’s all just hype and concepts.

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ImpermanentSage

· 01-24 00:01

Retail investors run away while institutions accumulate, this script is too familiar Honestly, RedStuff's technology is indeed top-notch, three times faster than Filecoin, who can withstand that? 0.1406 is just the beginning? I feel like we've all underestimated the ceiling of the storage track But the problem is, when will this thing truly be commercially implemented? Testing alone is useless

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GasFeeNightmare

· 01-22 18:42

Retail investors cut losses, institutions scoop up tokens. I've seen this trick before with Filecoin... why are people still jumping in? But that RedStuff 4.5x replication factor is really fierce, is it half the bandwidth cost of Filecoin? Gotta do the math before I believe it. a16z investing 140 million has already been a warning. Can we still make a profit if we enter now? It depends on how the gas fee war unfolds later. 0.1406 is really just the beginning? I bet five bucks the next chapter will be a gas fee war among copycat and trend-following coins.

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SolidityStruggler

· 01-21 11:53

Retail investors cut losses while institutions scoop up, old tricks... but this time it's different. RedStuff's 2D erasure code is truly top-notch. Filecoin being beaten down is no surprise. a16z's $140 million investment isn't random. The PB-scale data era has arrived. Storage is infrastructure. Whoever gets ahead wins... 0.1406 is really just the beginning.

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YieldFarmRefugee

· 01-21 11:42

Retail investors cut losses while institutions scoop up, old tricks, but this time the difference lies in the truly solid technical foundation. RedStuff erasure coding directly beats Filecoin, this is the real barrier. Just by looking at a16z investing 140 million, you know it's not a small-scale operation.

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FallingLeaf

· 01-21 11:41

When retail investors cut their losses, smart money is accumulating. This script is as old as it gets. It's always a16z and RedStuff, it feels like I'm always hearing storage stories. Can they really be implemented? Filecoin also claimed to be the future back then, and now... But Walrus's technology really hits the pain point of AI. Is 0.14 really the prelude? I feel like it's a ceiling haha. Let's wait until the lab runs a commercial version. It's still too early.

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SelfCustodyBro

· 01-21 11:38

Wait, retail investors are getting cut when institutions accumulate? The gap is pretty big. --- RedStuff erasure coding sounds awesome, but has it really been implemented? Testing is just testing. --- A16z investing 140 million dollars won't be wasted, but the price could still fall. --- Filecoin has been benchmarked, which shows Walrus really has something. --- Losing two-thirds of the shards and still being able to recover? If it truly stabilizes, that's impressive. --- It's hard to watch retail investors get cut, but this is just a game of strategy. --- 0.1406 is just the beginning? So is it still early to enter now? --- The technology looks fine, but the key is whether the ecosystem can develop.

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DefiPlaybook

· 01-21 11:32

Retail investors cut losses, large investors accumulate, I've seen this script too many times. The key is whether the technology can be implemented. RedStuff is three times faster than Filecoin and half the cost, which sounds promising, but the problem is that the AI laboratory's "test" is worlds apart from actual paid commercial use. Spending 140 million USD only shows that venture capitalists are betting on the future, not that they are making money now. 0.1406 might really just be the prelude, but it could also be the climax of this show. Who really knows?

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