My take: measure paid storage, customer-funded fees, retention, and token supply changes before treating the partnership as proven token earnings. $SUI gas and WAL storage fees serve different roles.
$WAL has a credible AI-data opportunity, but the investment case needs a meter.
DATA Foundation expects Walrus to become its default storage layer in the coming months. Sui Foundation's announced $30M investment is in DATA Network, not a disclosed WAL buyback or storage-revenue commitment.
https://www.binance.com/square/post/378074892258241
NFA. DYOR.
$WAL has a credible AI-data opportunity, but the investment case needs a meter.
DATA Foundation expects Walrus to become its default storage layer in the coming months. Sui Foundation's announced $30M investment is in DATA Network, not a disclosed WAL buyback or storage-revenue commitment.
https://www.binance.com/square/post/378074892258241
NFA. DYOR.