The Gray Scale asset investigation list has recently added a new member, Walrus. After this news broke, the discussion wasn't as intense as expected, but I believe this is the truly noteworthy event of the month.

To understand the significance of this, you need to know the logic behind institutions like Gray Scale selecting coins. They don't casually include a project on the investigation list; there must have been thorough due diligence behind it. The reason Walrus was selected mainly lies in its unique position in the DePIN and storage sectors. This is not a niche concept but an important direction for future infrastructure.

Additionally, there have been recent rumors that Mysten Labs is in talks with Google Cloud for a collaboration. Although the official confirmation is still pending, such news often has credible sources. Combined with Gray Scale's recent moves, the entire narrative chain begins to take shape.

From a fundamental perspective, the Q1 roadmap is set to deliver the XL Blobs large file storage feature, which is not just talk—it's a real product iteration. The technical foundation is solid, making it hard to find faults. On the chart, the 0.15 price point has become a clear support zone, able to withstand any assault. What does this usually imply? It suggests that significant capital is quietly accumulating at this level.

Retail investors tend to follow institutions to profit, which is a market rule. Maybe they won't get the biggest slice, but grabbing some soup is still fine. If they keep selling at this level, they are essentially giving cheap chips directly to the institutions.