There’s a Quiet Consistency Around Walrus Right Now
Been watching Walrus since mainnet kicked in and honestly… the silence feels louder than the usual launch noise.
Most storage plays explode with TVL day 1 then bleed out. Walrus didn’t. Daily active blobs keeps creeping up — not parabolic, just steady 7-12% week-over-week for almost two months now. That’s boring until you realize most modular DA layers are still fighting for any real usage after the airdrop tourists leave.
What stands out to me is the blob size distribution. Average blob went from ~180 KB launch week to 420–480 KB lately. Means actual apps (not just test spam) are starting to lean on it — probably the ones that need predictable pricing more than rock-bottom cost.
The risk almost nobody talks about: Sui ecosystem is still very much “move fast and meme things”. If the next hot narrative completely skips storage infra again, even solid usage can stay under the radar for another cycle.
Long-term I’m mostly watching two things:
whether monthly unique blob creators keeps growing (real adoption signal)
if big Sui DeFi / gaming teams quietly integrate it as default DA without announcing
Not sexy. But consistency usually wins the second lap.
Visual Snapshot
Blob usage trend (last 8 weeks):
Week | Avg daily blobs | Avg size
──────┼─────────────────┼─────────
1–2 │ ~4.2k │ 185 KB
3–4 │ ~5.8k │ 310 KB
5–6 │ ~7.1k │ 415 KB
7–8 │ ~8.3k │ 455 KB
Slow staircase. My favorite kind.@Walrus 🦭/acc #walrus $WAL
