The US stock storage sector started the year with a strong rally, and the leading storage stocks are expected to continue their bullish trend throughout 2025. Behind this market movement is the explosive growth of the AI industry.

Looking ahead to 2026, the main directions for the Web3 ecosystem will be "decentralized AI" and "censorship-resistant frontends." Both of these trends rely on one key element—reliable decentralized storage infrastructure. On this track, who has the best chance to ride the wave?

The answer points to the Walrus project.

**What exactly is it?**

Walrus is positioned as the "native hard drive" within the Sui ecosystem. Developed directly by Mysten Labs (the creators of Sui), this identity is very important—backed by a major public chain, it naturally occupies a core position in the Sui ecosystem, making it difficult for other storage projects to compete.

**What problems does it solve?**

Storing data on the blockchain is inherently very expensive. Walrus focuses on storing large files such as images, videos, and DApp web pages, offering lower costs than older projects in the same track and greater flexibility.

**What are its technical highlights?**

Erasure Coding is at the core. Simply put, it involves splitting files into multiple fragments and encoding them so that even if some pieces are lost, the complete data can still be reconstructed—this is more space- and cost-efficient than simple redundancy backups. Coupled with a Blob Storage module designed specifically for unstructured big data, the entire architecture is quite robust.

A top-tier R&D team, solid technical expertise, and a clear industry narrative—these factors combined give it considerable potential.