Just to give recent data:

Storage wars beginning: WalrusProtocol $WAL debuts at $50/TB vs. arweave's $3500/TB.

Protocol revenue exceeding rewards but $AR moat challenged by @Sui access control capabilities.

Access control x price arbitrage = competitive advantage. 70x storage delta confirms.

Impressive storage cost difference! Access control capabilities are definitely a game-changer in the protocol competition. It will be interesting to see how this affects the market dynamics in the long run.