Has anyone noticed lately that the previously highly discussed Walrus Protocol seems to have faded from view? The related token price has gone through a few small moves and is now stuck in the same position, neither rising nor falling, which is truly frustrating. You see other coins going on rollercoasters every day, while this one in my hands remains as stagnant as a zombie line—how can your mindset not collapse? Many people are now pondering whether they should switch tracks.

But I recently reflected that instead of getting upset every day over the market, it’s better to understand what stage this project is currently in. In my opinion, Walrus is a "infrastructure asset" within the Sui ecosystem. Think back to the internet bubble era—everyone was chasing portal website concept stocks, but the real profit came from companies supplying servers, bandwidth, and storage to these websites. Walrus aims to be the future provider of data storage and bandwidth infrastructure services within the Sui ecosystem. The potential for this idea is huge, but the problem is that the cycle is long; we must wait until the ecosystem produces truly user-attracting "killer apps" so that its value can be fully unleashed. From this perspective, the current sideways movement is, to some extent, waiting for that critical point to arrive.

Regarding how to participate, my personal view is: treat this price level with a dollar-cost averaging approach, which tests your investment wisdom more than a one-time all-in. Don’t expect it to double next month—that doesn’t align with the growth pattern of infrastructure projects. Instead of betting on short-term fluctuations, it’s better to see it as an asset that requires long-term, periodic "seeding," letting time and ecosystem growth validate your judgment.