Blobs stored in Walrus are associated with Sui objects, which track the blob's owner and lifetime. Definition: It is the basic data unit stored by Walrus and refers to large-capacity binary data such as images, videos, AI datasets, and website resources. Function: It serves to move large amounts of data that are difficult for on-chain applications to store directly to a verifiable off-chain storage layer. 2. Red Stuff on-chain state mapping: It is an encoding and recovery protocol between off-chain storage nodes rather than a direct state. Definition: A two-dimensional erasure coding protocol presented by the Walrus white paper, which...
Walrus has strong RedStuff and mainnet technology, but recurring fees and external adoption proof limit maturity.
Investment View
The key test is whether data demand converts into recurring fees, transparent governance, and developer adoption.