2026-01-18 11:32:27

You can clearly feel a change in this round of the market—funds are shifting. From pure meme hype to gradually focusing on ecosystem infrastructure. When public chains like SOL and SUI become active, storage sector projects start to be reevaluated.

Walrus is a very typical example. During the phase when a major exchange launched it, the trend hadn't fully played out yet. Now, the on-chain data volume continues to grow, which is a truly noteworthy signal. Compared to those coins that only talk about stories, projects with real utility backing them are indeed more solid. The fund flow logic has changed, and the market is starting to vote with its feet.

SOL-1.22%

SUI-0.78%

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OvertimeSquid

· 7h ago

Really? Walrus's data growth this time is truly solid, unlike some projects that only talk about stories.

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BridgeNomad

· 7h ago

nah, this is exactly the pattern i've seen before right before liquidity fragmentation becomes a nightmare. walrus onchain metrics looking solid but nobody's talking about the cross-chain routing risks if this explodes... seen too many storage plays crater when the bridge mechanics fail

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TokenomicsTinfoilHat

· 7h ago

Really, meme season should be over and everyone should be waking up. If you're still chasing after limit-ups and limit-downs, just wait to get trapped. Walrus and other projects with actual data support are actually easier to overlook, and the wave of exchange listings is the most dangerous. Looking at on-chain data is the real way to go; no matter how good the story is, if the volume isn't there, it's useless. Has the capital truly shifted? I still think retail investors are still chasing highs. The storage sector is indeed underestimated, but how long the ecological infrastructure can sustain this wave, who can say for sure. SOL and SUI are active, but the ecosystem projects are a mixed bag; you need to see clearly. People say it nicely, but the funds are still just following the trend. After waking up this time, in a couple of months, there will be a new story again.

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HashRateHermit

· 8h ago

Really, compared to those flashy narratives, on-chain data is more solid.

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FomoAnxiety

· 8h ago

I've long been optimistic about infrastructure; the meme scene is already outdated. But does Walrus really have that much real data to boast about? It's true that funding has changed, but don't let it become the next story coin. After the SOL ecosystem heats up, anything can be piggybacked on, beware of getting caught in a pump-and-dump.

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