2026-01-20 04:21:39

Many investors are chasing narratives and trading opportunities, but they often overlook a key question—what truly determines a project's ceiling.

Looking at the decentralized storage sector, the core contradiction has never been technical difficulty, but whether "usability and cost" can be truly connected. Projects like Walrus Protocol are tackling this tough problem—making storage affordable and efficient.

When data begins to be regarded as an asset, the entire game changes. This means the value of the infrastructure layer will be continuously re-priced.

From a technical perspective, WAL's recent candlestick performance is also interesting. On the 15-minute chart, the price has already retested the low zone for accumulation, appearing to be gathering momentum. Based on the current trend, the next upward target could focus on the 0.2 level. The opportunity for bottom-range positioning is worth paying attention to.

WAL-3,16%

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AirdropATM

· 9h ago

The point about usability and cost bottlenecks is spot on. Technology is not the bottleneck—it's truly an overlooked truth.

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SeeYouInFourYears

· 9h ago

Honestly, usability and cost are really the ceiling issues. I don't care about the technology anymore. Position 0.2? Hmm... it looks a bit uncertain. Has such a prediction ever been accurate in history?

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BlockTalk

· 9h ago

That's right, usability and cost are the real bottlenecks, not technology. Hmm, I agree with the bottom-up approach, but is breaking through 0.2 for WAL this time really critical... Storage narratives are so popular, but only a few have truly implemented them. Data assetization indeed changes the game, but it's still too idealistic right now. To those who only chase hot topics, infrastructure is the key. K-line retesting for accumulation? I’m optimistic, but don’t go all in, everyone.

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ContractExplorer

· 9h ago

To be honest, most people are just betting on narratives. The true ceiling has actually been set long ago. 0.2 is still a bit optimistic; how much do those trapped at high levels need to recover their costs? Usability and cost are incompatible; even the best infrastructure is just a toy. Let's see how Walrus performs. Bottom layout? First, see if there are real users using this thing. Don't just focus on K-line charts, brother. Data assetization sounds great, but who will pay for it? That’s the real issue. Accumulating funds, always saying the same thing. Let’s wait and see if it can truly stabilize before bragging.

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SignatureDenied

· 10h ago

To be honest, usability is the real bottleneck, not some black technology. WAL's recent bottom accumulation indeed looks comfortable, but it depends on whether it can truly break through the cost barrier. The logic of data assetization has been established, and only then can the value of infrastructure have a ceiling. The 0.2 level is worth paying attention to, but the prerequisite is whether the application side can keep up. No matter how good the narrative is, there must be actual users; this is the standard for validation.

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EntryPositionAnalyst

· 10h ago

Well said, usability and cost are the key factors. That's what can truly be implemented. It's easiest to get caught during the bottom accumulation phase, but indeed, keep an eye on the 0.2 level. Instead of chasing narratives, it's better to wait for infrastructure to be fully operational. That's when the real growth potential appears. Infrastructure projects are indeed often underestimated, while those storytelling coins keep rising every day. Listening to a 15-minute chart is fine, but the key is whether anyone is actually using this protocol. I think the storage sector should have exploded long ago, but as long as the cost issue isn't resolved, users won't truly come. This bottom-positioning opportunity looks simple, but in reality, it depends on whether the market's perception shifts.

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