The standards for evaluating projects in the crypto space are now somewhat absurd. Look at the narratives circulating in the market—either greedy "hundredfold stories," or relying on "big institutional endorsements," or expecting "immediate surge upon listing." It seems that if a project can't tell a sufficiently shocking story within three minutes, it's immediately deemed a dead project.



Recently, after getting involved with Walrus, a storage protocol, I started to question this evaluation system.

First of all, there's nothing particularly special about Walrus itself. The concept of decentralized storage has been mainstream for a long time, the technology is just okay, nothing groundbreaking. The price performance is also quite average, even a bit quiet. According to the usual crypto market standards, this kind of project should have been sidelined long ago.

But the reality is, a group of users have started to get used to it, and are reluctant to switch to other solutions.

I know a developer who makes on-chain mini-games. Last year, to optimize Gas and storage costs, he tried four or five different solutions. In the end, he chose Walrus, and his reason was very simple: "After using it for a while, I got used to it. It hasn't made me worry about storage anymore."

He later used a more vivid analogy: "It's like a power socket. People who buy sockets don't research how the internal copper plates are made; they only care whether the power supply is stable."

This game has been online for nearly a year, and all user assets and transaction logs are stored there. I asked him if he considered migrating to other solutions. His reaction was: "Are you joking? Re-adapting code, migrating data, re-testing... I could develop two new features in the time it takes to do all that."

This "lazy to switch" attitude seems passive, but it actually reflects the core competitive advantage of a product—it's not won by stories, marketing, or short-term price stimulation, but by the seamless, stable, worry-free experience in daily use.

The less you want to think about it, the better it does.

This is completely different from projects that need to regularly generate buzz and release positive news to maintain hype. The growth model of protocols like Walrus is also entirely different—not through community hype or media blitzes, but through developer adoption. One developer decides to use it, then his friends might also use it, and then his project users indirectly rely on this storage layer. This kind of growth is sticky and invisible, but once it takes hold, the cost of migration becomes very high.

The current evaluation logic in the crypto space has a huge flaw—collectively falling into "hype myopia," completely blind to those that grow quietly, without stories or price fluctuations.

But infrastructure is like that. Truly great infrastructure is often the most unremarkable. You don't think about how amazing TCP is every day; it's because it works so perfectly.

Of course, this doesn't mean Walrus will necessarily become the next benchmark in infrastructure—just that true competitiveness might not look like what the crypto world expects. It won't make you rich overnight, but it will save you some mental energy in the dull daily grind to focus on what truly matters.

That's the direction I find worth observing.
WAL23,62%
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MetaMisfitvip
· 10h ago
The socket theory has been broken, indeed the aesthetic of the crypto circle has been turned upside down. --- Not bothering to change is the strongest moat, this point is clear. --- So the ones who truly make money never shout, those shouting are always telling stories. --- Infrastructure should be low-key, those who make daily topics are suspicious. --- I agree with the logic of developers voting with their feet; it's much more reliable than endorsements from big V influencers. --- Wait, what about the returns on Walrus tokens? Could it really be just there and that's it? --- TCP hasn't made me rich, so why should Walrus give me a hundredfold? Haha. --- The problem in the crypto circle is that it takes a three-minute story to get people to buy in. --- Being stable and worry-free sounds really comfortable; finally someone is telling the truth. --- Invisible growth is the most terrifying; by the time you realize it, there's no way to replace it.
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Ser_This_Is_A_Casinovip
· 20h ago
There's something there, but on the other hand, do any of the builders really care about this? Most still just want to buy and sell quickly.
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GoldDiggerDuckvip
· 23h ago
There's nothing wrong with what you said, but honestly, who still cares? The ones who really make money are those who can tell stories. Even the most stable socket can't beat a good story for quick gains. I'm too lazy to change, I agree with this point, but isn't the crypto world just a game of speculation? Infrastructure is infrastructure, making money is making money—should we look at them separately? However, the perspective of Walrus is indeed fresh and worth noting. By the way, has anyone ever made big money relying on infrastructure? I haven't seen it. The socket analogy is good, but I still want projects that can increase tenfold. I've read it carefully, and it makes sense. Unfortunately, there are only a few such things in the crypto world. Stability and ease of use are the ceiling; nowadays, no one wants that.
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GateUser-beba108dvip
· 01-07 17:56
Damn, this logic is pretty solid. Finally, someone said it out loud. Really useful things are like this—no one will praise them every day. Silent earning is the true way. The socket analogy is hilarious and perfect. The problem is most people can't wait for this kind of growth; they need to see the K-line doubling to sleep well. This is what infrastructure should look like—no need for daily marketing. Being too lazy to change is truly the highest form of stickiness. The aesthetic sense in the crypto world is indeed broken; everything needs a story and expectations. It feels like projects like Walrus are just being publicly slapped in the face—investor aesthetics are the issue. It's really just a matter of time; things that are truly useful will eventually win.
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MEVVictimAlliancevip
· 01-07 17:47
Got it, the infrastructure is always the most boring but most profitable logic. The analogy of the socket is perfect; this is the moat. The crypto world is really shortsighted, and the mentality of wanting to get rich overnight has destroyed a lot of good things. Exactly, things with high migration costs are truly valuable, not those air projects that create hot topics every day. This is the investment logic I want—finding infrastructure that users are too lazy to switch. Being seamless is the highest level of product design; this phrase is engraved in my mind.
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GasFeeNightmarevip
· 01-07 17:45
Hey, this perspective is interesting. Indeed, being bombarded by topics has made us numb. --- Honestly, this is what infrastructure should look like—quietly working without anyone noticing. --- The socket analogy is brilliant. The crypto world just lacks this kind of "boring" stuff. --- Migration cost is the real moat, far more reliable than any influencer endorsement. --- Too lazy to change—that's the highest level of product strength. --- Wait, are you saying that infrastructure is the real chip? Then the investment logic has to be reversed. --- The aesthetic in the crypto world is indeed quite sick; projects only count if they make a loud noise. --- According to your logic, those that are usable daily and require no brainpower are the real winners? --- Now I understand why infrastructure-related things are always undervalued—no story, no heat.
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SignatureCollectorvip
· 01-07 17:32
The analogy of the socket is brilliant; this is truly the real moat.
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MainnetDelayedAgainvip
· 01-07 17:31
Oh, another story of "discovering undervalued infrastructure" The socket analogy is indeed excellent, but are there really that many developers in the crypto world who can confidently use sockets... According to my records, most are still waiting for that explosive moment to come
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