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BTC

ETF spot Bitcoin in the United States recorded net inflows of $471.3 million on January 4, 2026, marking the largest daily inflow since November 11, 2025. This surge reaffirms the renewed institutional interest in the world's largest cryptocurrency. BlackRock, through its iShares Bitcoin Trust (IBIT) product, led the way with inflows reaching $524 million throughout Q4 2025, demonstrating strong dominance in the Bitcoin ETF market.

The return of institutional capital holds significant meaning. After a period of large-scale selling in Q4 aimed at reducing tax burdens, selling pressure has now eased. This has helped stabilize Bitcoin's base price and created space for healthier price movements. Data also shows a direct correlation between ETF inflows and short-term price dynamics. For example, the slowdown in ETF demand in October 2025 triggered a massive $19 billion liquidation, underscoring how sensitive the market is to capital flows in this instrument.

In the early days, many Web3 projects survived due to momentum and luck. However, over time, these factors proved insufficient. The system must be able to stand on a clear and measurable foundation.
Walrus takes a more definite approach. By focusing on decentralized data storage, it helps Web3 build systems that do not rely on ideal conditions. Data is managed with a structure more resilient to change.
This approach makes Web3 better prepared to face long-term dynamics. Applications no longer need to hope everything runs smoothly, as their foundation is specifically designed to withstand pressure.

At the beginning of the journey, Web3 often talked more about vision and philosophy. However, as usage increased, technical aspects began to take center stage. Without a strong technical foundation, even the grandest visions are difficult to realize.
Walrus arrives right at this juncture. It doesn't sell dreams, but helps Web3 manage real technical needs: data storage. With its decentralized layer, Walrus ensures data doesn't become an invisible burden that hampers performance.
This shift has made Web3 feel more professional. Applications can now be designed with greater seriousness, and users experience greater stability. Web3 is no longer just conceptually appealing, but also technically solid.

In the world of technology, new things always attract attention. However, over time, consistency becomes the determining factor in whether a system can endure or not. Web3 is beginning to reach this point, where stability is valued more than fleeting breakthroughs.
The walrus moves along that path of consistency. It focuses on data storage, needs that might not seem exciting but are always essential. With a decentralized system, the walrus helps Web3 maintain a stable workflow even as activity continues to grow.

Many projects are driven by the need to constantly prove oneself. Every period must be filled with new achievements, new numbers, and new narratives. Dusk doesn't appear to be driven by such impulses.
It doesn't require constant validation. Its system is built on the assumption that value doesn't always have to be demonstrated at every moment. There's a process running behind the scenes, working without needing spotlight, and remaining relevant even when not being discussed.
This approach makes Dusk feel psychologically stable. It doesn't overreact to criticism, nor does it rush to respond to praise. Its focus remains on long-term functionality, not short-term validation.

There is a belief that the best system is one that can control everything. In practice, finance rarely submits to absolute control. Variables are too numerous, actors too diverse. Dusk appears not to pursue that illusion.
Instead of promising full control, Dusk focuses on readability. Its system is designed to be understandable, auditable, and testable without claiming that all risks can be eliminated. Privacy is preserved, not to create a dark space, but to limit unnecessary exposure.

Most technologies aim to eliminate discomfort. Processes are accelerated, layers are trimmed, and complexity is hidden so everything feels smooth. Dusk doesn't fully follow this pattern. Instead, it acknowledges that in finance, discomfort often signals real responsibility.
There are moments when data cannot be accessed casually. There are situations where proof must be provided without compromising confidentiality. Dusk doesn't try to make all of this feel light. It allows that tension to remain, then structures the mechanisms so it doesn't turn into chaos.

There was a phase when Web3 felt rushed. Everything wanted to be fast, big, and viral. But over time, awareness emerged that a good system isn't built in haste. Stability actually arises from calm planning.
Walrus reflects this approach. It focuses on fundamental needs that never change: data storage. By providing a stable decentralized layer, Walrus helps Web3 move more slowly, but with greater certainty.
This approach gives a sense of security to the ecosystem. Applications can grow without excessive pressure, and users receive a more consistent experience. Web3 doesn't always have to be fast, but it must be ready.