WAL Isn’t a “Storage Token”—It’s a Bandwidth SLA You Can Own
Most decentralized storage pitches sell disk. Walrus sells recoverability under churn. Its Red Stuff 2D erasure coding turns a blob into slivers that can “self-heal,” so recovery bandwidth scales with what was lost—not with the whole file—while keeping storage overhead ~5× the blob size (vs pricey full replication). That’s the difference between a hobby network and something enterprises can budget for.
WAL is the control knob: you pay for time-bound storage with fees engineered to stay stable in fiat terms; you secure the network via delegated staking where stake steers data assignment; and governance tunes penalties.
Token design is unusually explicit: 5B max supply, 1.25B initial circulating, with 60%+ to community (airdrops/subsidies/reserve) and deflation mechanisms via burn penalties + future slashing.
Thesis: as AI-era apps need tamper-evident media + censorship-resistant archives, WAL becomes a tradeable guarantee that “your data stays retrievable.”
