Decentralized storage isn’t exciting. That’s actually the bullish part. If Walrus succeeds, it won’t be because of hype cycles or social media momentum. It’ll be because developers quietly choose it, repeatedly, because it works and doesn’t surprise them.
The larger trend is impossible to ignore. Data is becoming the most contested asset class in the world, especially with AI turning everything into training material. Users generate data, platforms extract value, and control remains centralized. That tension is only increasing.
Walrus positions itself as neutral infrastructure—portable, programmable, and resistant to arbitrary lockouts. But ideology alone won’t carry it. Most users default to convenience. Walrus must match centralized systems on reliability and developer experience to win.
The cleanest way to frame it is simple: Walrus isn’t selling storage space. It’s selling independence. And independence only becomes valuable once you’ve experienced life without it.
