There are many people watching Walrus, but most are focused on technical parameters or ecosystem scale. In fact, what truly sustains its value is a deeper aspect—whether user behavior can be sedimented.

Web3 users choose applications based on two core factors: whether the experience flow is smooth and whether the data is reliable. Both are indispensable. No matter how secure your on-chain assets are, if data frequently gets lost, content fails to load, or game progress suddenly resets, users' psychological expectations will be completely shattered.

The value point of Walrus lies in— it guarantees the availability and accessibility of off-chain data, and is tightly bound to applications. It sounds a bit abstract, but when applied to real scenarios, it becomes very clear. Imagine a gaming ecosystem where players' equipment, levels, and social interactions are all stored on Walrus. After playing for half a year or a year, the data volume grows, and user habits are formed. At this point, trying to migrate data to another platform? The cost is not just technical migration, but also the psychological cost for users—why should I give up my existing accumulation to gamble on an unfamiliar platform?

This is the so-called lock-in effect. Once formed, it’s very hard to break.

The problem is, this power isn’t immediately visible in the short term. Walrus won’t appear on trending searches, and discussion heat won’t explode. But when applications start running on it with volume and user data accumulates to a certain extent, the long-term value of this accumulation will gradually become apparent. For long-term investors, the real competitive barrier often comes from this seemingly insignificant lock-in of daily user behavior, rather than momentary hype and publicity.