In many crypto projects, some have died in the cycle of having only concepts without products. But there is another approach—technology-driven projects that speak through tangible feature iterations. Walrus belongs to the latter.

Recently, in the Q1 roadmap, a feature called XL Blobs has attracted particular attention. The name might sound a bit unfamiliar, but its significance should not be underestimated.

**Breaking the Storage Capacity Ceiling**

In the past, on-chain storage had an awkward limitation—storing small images or documents was fine, but for large files like video materials or game assets, it was basically a dead end. Either the capacity couldn't keep up, or the costs were prohibitively high.

XL Blobs changed this game. It allows the storage capacity of a single file to surpass GB, even TB levels. It sounds like an increase in capacity, but what does it really mean? It signifies that 3A games, decentralized video platforms, high-fidelity VR social applications—things that previously had no feasible on-chain solutions—now have a technical foundation.

**Cost Gap Compared to Centralized Cloud**

When it comes to cloud storage, giants like AWS are unavoidable. The grand vision of Web3 is to decentralize and reconstruct the internet, but in the hardware-intensive field of storage, we have always relied on centralized services.

What’s truly interesting is the cost comparison. When developers discover that using decentralized storage solutions costs only a tenth of AWS, and they no longer need to worry about data restrictions or deletions, this shift becomes essentially irreversible. The trillion-dollar enterprise storage market is waiting for a sufficiently cheap and reliable alternative.

**Window for Reassessing Value**

Looking at the product roadmap, in the coming quarters, various core features will be launched intensively. Each feature implementation is essentially a re-evaluation of the protocol’s value. Currently, the focus is on an early-stage storage solution, but once commercial-grade features like XL Blobs are truly put into use, the market valuation system may be adjusted according to the logic of technological growth.