2026-01-20 04:25:52

Web3 markets are always full of new stories, but projects that can truly withstand the cycle are few. Walrus's recent performance is worth paying attention to—by 2026, it will enter the destruction acceleration phase, with monthly destruction volumes exceeding 180,000 tokens, an 80% increase compared to Q1 2025. This is not just simple deflation marketing, but a hard deflation closed-loop driven by the dual engines of "transaction-based destruction + application-based burning."

Currently, the circulating supply of WAL is less than 30 million tokens. The continuous acceleration of destruction speed means that market supply pressure will gradually be released. From a compliance perspective, the US SEC has completed Reg A+ compliance filing, and traditional financial institutions like Fidelity and Grayscale are increasing their holdings or establishing trust positions. Over 60 mainstream exchanges are online, WALUSDT contracts support 50x leverage, and fiat on-ramp channels have been established. These infrastructure components are indeed quite comprehensive.

Details at the trading level are also very interesting. Zero-threshold airdrop participation only takes 10 minutes to complete registration, with no Gas fees. Enterprise-level data uploads can also increase the weight coefficient by 30%. Staking yields are provided at 42% annualized plus 5% destruction dividends, while node deployers can receive 90% of the transaction fees. This incentive design aims to lock participants in for the long term.

From the current stage, four dimensions—compliance framework, destruction mechanism, institutional layout, and ecological applications—are all advancing, but the price has not yet fully reflected these fundamentals. The airdrop window is indeed limited, and this is a time that requires personal judgment.

WAL9,94%

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GateUser-cff9c776

· 01-21 23:41

Deflationary closed-loop sounds very appealing, but don't be blinded by the data. A monthly burn of 180,000 tokens in a circulating supply of 30 million is just a drop in the bucket—more like "Schrödinger's bull market." Trust endorsements from traditional financial institutions do add credibility, but leverage of 50x... risk and reward have always been a delicate balance. Don't be brainwashed by the 98% annualized yield driven by incentive design. The window for airdrops is closing, every project is saying that—it's up to you to decide whether it's truly scarce or just marketing hunger. However, I won't deny that the fundamentals are indeed solidly laid out. The real question is whether the price lag is worth taking a gamble on—everyone has their own opinion. From the supply and demand curve, this bottom is indeed undervalued, but the problem is that the bottom of Web3 has always been an illusion.

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GhostInTheChain

· 01-21 20:07

Hard currency shortage + institutional endorsement, this combination really packs a punch --- The 80% acceleration in destruction sounds good, but I’m just worried it’s another pump of air --- Wait, 50x leverage? Is this thing really about cutting people or do they genuinely have confidence? --- Airdrop window is closing... the familiar story begins, haha --- Supply release, institutional layout, full compliance—looks great on paper, now let’s see if it can actually come to fruition --- 42% annualized staking yield? Is this return rate meant to make people go all in? --- Dual-wheel drive hard currency shortage sounds impressive, but I’ve heard this Web3 rhetoric too many times --- Fidelity Grayscale is here? Then it might not be all just air --- 10-minute registration with zero Gas fees definitely lowers the barrier, but we still need to stay highly alert

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0xLostKey

· 01-21 15:21

Hard currency lacks a closed loop; it is the only truth, everything else is just a story.

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SchrodingerAirdrop

· 01-20 23:19

The destruction mechanism looks good, but the real test is whether it can retain ecosystem users. --- Over 60 exchanges listed, institutional endorsement... this combination is indeed interesting, but I'm just worried no one will play with it later. --- 42% annualized yield sounds very tempting, but the key still depends on how long the lock-up period is. --- Not many airdrop windows left? I've heard this many times, has anyone really missed something because of this? --- Dual-driven approach sounds pretty cool, but it also depends on how long the destruction can be sustained. Don't come back later with another round of new issuance. --- SEC registration + Fidelity Grayscale indeed gives some confidence, but that doesn't mean the coin price has to go up. --- Offering 50x leverage directly, the temptation for quick profits is strong, but so is the risk of liquidation. --- Zero-threshold 10-minute registration, I just want to ask how many of these participants will still be here after three months. --- The liquidity shortage mechanism is not new anymore; the key is how real the application demand in the ecosystem is. --- Improving the compliance framework is a good thing, but it also means regulatory risks may be more easily triggered.

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liquiditea_sipper

· 01-20 04:56

The logic of hard currency shortage and closed-loop is real, but what I care more about is how long this wave of destruction can last. Don't let it turn into another story of new retail investors getting caught holding the bag.

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AirdropDreamBreaker

· 01-20 04:54

Burning data looks good, but it still depends on whether the subsequent ecosystem can support it; otherwise, it will just be another deflationary magic trick.

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DegenMcsleepless

· 01-20 04:52

The destruction data looks pretty intense, but a 50x leverage can easily bury someone.

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AirdropHunter

· 01-20 04:39

Honestly, dual burning sounds good, but it feels like I've seen this kind of logic too many times in Web3... Wait, Fidelity and Grayscale are both increasing their holdings? Maybe there’s something to it. Airdrop window is not long? Why do I always miss these key moments... 42% annualized + 5% dividends sounds tempting, but I’m just worried it’s another last hurrah before the next crash. Leverage of 50x— the more people play, the worse the casualties. Completing compliance and filing is indeed tough, but the claim that the price doesn’t reflect the fundamentals... I’ve heard that too many times. With only 30 million in circulation, I feel like this is just the beginning of the story.

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MetaEggplant