සාරාංශය
- Idea: Sui මත AI යෙදුම් සඳහා දත්ත වෙළඳපොළ සක්‍රීය කරන decentralized secure blob storage protocol
- Catalyst: Binance Alpha සහ Spot ලැයිස්තුගත කිරීම, ශක්තිමත් $140M අරමුදල්, සහයෝගීතා සහ තාක්ෂණික යාවත්කාලීනීකරණ
- Risks: ස්ථාපිත ගබඩා ජාලවල දැඩි තරඟය, unlocks මඟින් ඇතිවන පිරිත්‍යාව, Sui ජාල භාවිතය පිළිබඳ භාරදීම
- Score: 8.00/ 10
කොයින්
- නම/ ටිකර්: Walrus (WAL)
- අංශය: DePIN
- ස්ථාවය: සජීවී
- මිල: $0.243400
මුඛ්‍ය මාන
- Market Cap: $360 498 426
- FDV: $1 180 000 000
- Circulating Supply: 1 478 958 333
- Total Supply: 5 000 000 000
Sources
තාක්ෂණය
- USP: Sui සමඟ coordination කිරීමෙන් decentralized secure blob storage, high availability සහ programmable
- Core Technology: Erasure-coded blobstore with delegated proof-of-stake, Move-based smart contracts, epoch-based committee selection, Sui object-based storage representation
Roadmap
- 2024-09-17: Whitepaper published
- 2025-01-16: Testnet v2 redeployed
- 2025-03-27: Mainnet launch
- 2025-09-03: Seal Access Control launch
- 2025-10-10: Binance listing
කණ්ඩායම සහ ආයෝජකයින්
Team
- Managing Executive — Rebecca Simmonds: Walrus Foundation හි Managing Executive; Sui ecosystem හි පෙර senior තනතුර
- Cofounder & CEO — Evan Cheng: Walrus හි Cofounder; Mysten Labs හි පෙර R&D Director
- Technical Lead — :
Investors
- Standard Crypto — private sale • 2025-03-21
- a16z Crypto — private sale • 2025-03-21
- Electric Capital — private sale • 2025-03-21
- Franklin Templeton Digital Assets — private sale • 2025-03-21
- Creditcoin — private sale • 2025-03-21
- Lvna Capital — private sale • 2025-03-21
- Protagonist — private sale • 2025-03-21
- Karatage — private sale • 2025-03-21
- RW3 Ventures — private sale • 2025-03-21
- Comma3 Ventures — private sale • 2025-03-21
- The Raptor Group — private sale • 2025-03-21
Total funding: $140.00M
Tokenomics
- Utility: Governance, storage nodes සඳහා staking, සහ දත්ත ගබඩා සේවා සඳහා ගෙවීම
- Vesting: Community reserve unlocks linearly until March 2033; core contributors vest over 4 years from launch; investors vest under private sale agreements
Pros & Cons
Strengths
- Decentralized secure blob storage with high availability
- Built on Sui for parallel transaction execution
- Strong $140M funding from top-tier investors
- Multi-exchange listing including Binance, Kraken, and KuCoin
- Community-first token distribution aligning users and contributors
- Open-source protocol with active developer community
- Programmable storage for AI and web3 applications
- Deflationary burn mechanism planned for transactions
- On-chain governance via Walrus Foundation
- Erasure coding reduces storage costs and enhances reliability
Weaknesses
- Competition from established decentralized storage networks like Filecoin and Arweave
- High fully diluted valuation with potential dilution risks
- Reliance on Sui network adoption and performance
- Token price volatility due to limited trading history
- Early stage centralization risk in node committees
- Unclear schedule for token unlocks and vesting
- Low current protocol revenue and usage metrics
- Technical complexity may hinder mainstream developer adoption
- Regulatory uncertainty around data ownership tokens
- Limited liquidity compared to major Layer 1 tokens
Price Scenarios (target: 2026-04-16)
- Bear: $0.100000 — Assumes 60% decline from current price due to market dilution and competition risks
- Base: $0.243400 — Assumes price remains stable at current level reflecting steady adoption
- Bull: $0.500000 — Assumes 2x current price based on increased ecosystem adoption and token burns
How to Buy & Store
CEX
- Binance
- Kraken
- KuCoin
- Crypto.com
- Gate
DEX
- Uniswap
- Aster DEX
- SushiSwap
- PancakeSwap
- Gate DEX
Storage
- Sui Wallet
- Sui Extension
- MetaMask with Sui plugin
- Ledger
- WalletConnect
Verdict
Walrus තවත් DePIN ගබඩා විසඳුමක් ලෙස වර්ධනය සඳහා පොදු ආරම්භ කටයුතු සහ තාක්ෂණික පදනම් ඇති නමුත් තරඟය, ක්‍රියාන්විතය සහ වෙළඳපල අනුගමනයේ වැදගත් අවදානම් ඇත. දීර්ඝ කාලීන අයදුම් කිරීම ගැන තීරණ ගන්නා පෙර අනුපිටක හා ටෝකන් unlock සිදුවීම් නිරීක්ෂණය කරන්න.
Official Links
Source: Coin Research (internal)
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