@gnp
🦭Walrus's Growth in an Altseason📊
Despite the controversy, Wal growth thesis for an altseason is strong:
1. Narrative: It is at the center of the AI narratives. It has real partnerships with Talus, FLock io, and Alkimi, which already uses Walrus for ad data.
2. Ecosystem and Risk: Its growth is tied to Sui's, which is both an advantage and a concentration risk.
3. Decoupling Catalyst: The 2026 roadmap for "cross-chain" expansion is the crucial pivot, transforming it from a Sui project into an agnostic data layer.
Its success will depend on executing the roadmap and rebuilding the community trust lost in S2. I still believe that Walrus, Ika, and Deep will still have exponential growth within a possible altseason, driven by Sui's growth.
Today, the $WAL token price is around $0.2197, if it hits its ATH ($0.76) again, the appreciation would be approximately 245.93%.
My strategy for this S3 is to put as many tokens as I can into native staking, and my buy range for Walrus is between $0.15~$0.30.