Investing in the crypto space, technical analysis is certainly important, but fundamental narrative often is the true key to success. The most important trend to watch now is the comprehensive explosion of the Sui ecosystem. However, many people's attention remains on those application tokens that have already experienced astonishing gains; the real opportunity is actually hidden in the infrastructure layer of the ecosystem.



What is the true wisdom of making money? It is to discover projects that, although not yet fully priced by the market, are crucial to the entire ecosystem. Data storage is such an entity—whether it's GameFi game data, SocialFi user information, or DeFi transaction records, all require a secure, efficient, and low-cost storage solution. Walrus Protocol plays exactly this kind of infrastructure role within the Sui ecosystem.

The higher the ecosystem prosperity, the larger the data volume, and the greater the demand and value for such storage protocols. Compared to other storage protocols' market cap performance, the current valuation indeed shows a clear undervaluation. Recent price movements may be a signal that the market is beginning to awaken.

The current strategic advice is clear: include these projects in your long-term watchlist and look for opportunities to deploy in stages. Investment is essentially betting on those inevitable trends that are about to happen. Opportunities in ecosystem infrastructure often have more room for imagination than application-layer opportunities. This "shovel" could help you dig out unexpected value.
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Hash_Banditvip
· 01-07 18:51
ngl this infra play reminds me of the gpu mining days... everyone chasing the shiny coins while the real money was in the hardware layers. walrus could be that shovel but timing's everything
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BearMarketSurvivorvip
· 01-07 18:50
This kind of rhetoric sounds comfortable, but I'm just worried it might be another "shovel" story. The last time I heard this kind of narrative, my wallet was already crying. However, the infrastructure layer is indeed easy to overlook. The problem is, who the hell can accurately predict which one is truly the inevitable trend? Anyway, I can't bet on it. People have already been speculating on Walrus for a while. Now saying how much of a "valley" it is seems a bit late. The real opportunity should be in those that no one has discovered yet.
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OnlyUpOnlyvip
· 01-07 18:49
The shoveling theory is back again, this time switching to storage protocols, huh? Let's see if I can catch this wave.
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CrossChainBreathervip
· 01-07 18:49
Infrastructure is indeed easy to overlook, but the logic is sound. Storage layers like Walrus are becoming more valuable as time goes on. --- The shovel theory is back, but this time it seems to hit the mark. Data storage demand is rigid; the question is how much the Sui ecosystem can explode. --- I'm tired of the "depression" narrative; every time it's called a depression, but it turns out to be a trap. However, storage is indeed more stable than the application layer, and this idea is reasonable. --- I took a quick look at Walrus and still feel it's a bit too ahead of its time. The concern is that the ecosystem might cool down before it takes off; who can guarantee the order? --- Suggestions like long-term observation lists are the most ridiculous—they're not really suggestions. But creating a ten or twenty times infrastructure coin is indeed tempting. --- There's a lot of hype about Sui now; don't be blinded by the narrative. I agree that infrastructure is important, but only if the ecosystem truly comes alive. --- The idea of deploying in phases sounds smart, but in reality, it depends on whether you have the ammunition. Just a suggestion to get something for free without effort.
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GasGoblinvip
· 01-07 18:48
The shovel theory is back again, this time with Walrus. It makes a lot of sense, but I'm still hesitant.
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