2026-01-13 17:21:15

Public chains are no longer about who has faster TPS, but about who can truly utilize the ecosystem data. Sui's speed has already been maxed out, but this has exposed a new problem: fast transactions are just the foundation; the key is to have "valuable things" running on the chain—game assets, AI model weights, social content—these are the real carriers of value.

Walrus's approach is very interesting. Traditional storage layers are just rent collectors; Walrus has turned it into a "data toll station." Every time you store data or make a call, you're consuming SUI. This is not just a technical choice but a way to turn ecosystem needs directly into token consumption scenarios. Someone has roughly estimated that once the Walrus network reaches a certain scale, the annual SUI consumption could account for a significant portion of the circulating supply—this effectively maps the prosperity of the ecosystem directly onto the token's value base.

What’s even more innovative is its "light verification." Using erasure coding technology, verifying data integrity becomes highly efficient. The benefits for developers are obvious: data exchanges no longer require exorbitant verification fees, and frequent calls become routine operations. But the core logic is that Walrus makes developers realize that choosing it is not just about saving costs, but about joining an economic engine that enables data to truly flow— the more frequently data runs, the faster the ecosystem's value gears turn.

While competing public chains are still throwing money to attract developers, Sui is already planning the next step: making the data produced by developers drive the growth of the entire ecosystem's value. This is the new approach to ecosystem competition.

SUI2,72%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
4
Repost
Share

Comment

0/400

CommunityJanitor

· 8h ago

This logic is indeed ruthless, directly tying data flow to token consumption. Other chains are still competing over TPS, while Sui is already working on the economic model. The Walrus idea is a bit extreme—deducting SUI every time you store data, essentially turning ecosystem activity into a deflationary mechanism. I'm not quite sure what the reverse incentive is. Wait, if frequent calls become cheaper, wouldn't that dilute the value of verification fees... Has anyone calculated whether SUI is actually deflationary or inflationary after several rounds of this? Honestly, it feels like all public chains are playing the same tricks now. Sui's approach looks perfect, but whether it can really hold up when running depends on the data. Basically, it locks developers into the ecosystem and relies on data frequency to push the token price. It sounds like a good story, but a good story doesn't necessarily mean the product performs well.

View OriginalReply0

SleepyValidator

· 12h ago

Ah, finally someone hits the point. What’s the use of high TPS if there’s no ecosystem data support? It’s just a castle in the air. Walrus’s gameplay is really awesome, indirectly creating consumption scenarios for SUI. So impressive. But to be honest, there are still too few Dapps that can truly run. Just having a storage layer, what’s the use? Do developers really run to use Walrus just to save on verification fees, or are they just looking at SUI’s price trend? This idea is good, but how many projects can actually be implemented? It looks very promising, but in the end, it still depends on whether there are truly valuable applications in the Sui ecosystem. Another ecosystem narrative. It seems every public chain is talking about this. Can Sui make Walrus produce data? Fast data flow = high ecosystem value? Logically, there’s no problem, but what about in practice? Competing public chains are still pouring money in, while Sui is already thinking about how to make developers consume tokens themselves. Truly advanced. Don’t believe it. Let’s wait and see if it can really scale up before talking.

View OriginalReply0

LiquiditySurfer

· 12h ago

Alright, this wave of Walrus really played with flavor, turning storage costs into token consumption scenarios, which is like creating an infinite LP for SUI. No, no, calm down... If this really takes off, with such a high annual consumption, we need to be careful not to be diluted beyond recognition. Sui's move is indeed ruthless, using data as an engine, which is much more advanced than simply throwing money to attract developers. By the way, can Walrus's lightweight verification cost really be reduced that much, or is it just marketing hype? The higher the data liquidity, the more prosperous the ecosystem... Hmm, that sounds right, but how this final value flows back into the token price still has some pitfalls.

View OriginalReply0

ForkItAll

· 12h ago

I see. To put it simply, data needs to flow freely to be truly valuable; otherwise, no matter how fast it is, it's pointless. I understand Walrus's "toll booth" logic, but how much SUI it consumes when actually running depends on whether there's real demand in the ecosystem... I'm actually curious about the gaming assets aspect. Building an ecosystem is far more difficult than increasing TPS, and this understanding is correct. Sui's move was quite good; I just worry that the public chains that follow might also learn to be clever. It's called "value mapping" in a nice way, but frankly, it's just a different way of collecting fees. However, truly enabling data to flow is indeed an improvement. Wait, will frequent data calls really become routine operations? I feel like there still needs to be a killer app for that.

View OriginalReply0