If you have a time window of a few weeks to a few months, WAL is a project worth delving into. What is its story? Its core positioning is AI and real asset data storage infrastructure.

Let's look at the logic first. 2026 is critical for it—its mainnet is already stable, and it recently raised $140 million. This funding is used to accelerate technological iteration and ecosystem expansion. The story sounds promising, but the key is to look at the data. Don't just focus on price fluctuations; pay attention to actual network usage: whether storage capacity can break through the hundred TB level, whether the number of nodes can continue to grow—these are the indicators of whether the project is truly progressing.

From a trading perspective, the current price has already fallen significantly from the high point. If you have confidence in the ecosystem story, you can build positions gradually at key support levels (such as near the previous low of $0.1154). This is a typical left-side trading strategy that requires patience. Stop-loss settings should consider not only the price but also the story itself—if half a year passes and ecosystem usage data remains stagnant, then the story might be coming to an end.

The biggest risk is on the supply side. Currently, only 25% of the total supply is in circulation, which is 1.25 billion tokens, out of a total of 5 billion. The remaining 75% has not yet been released, and each unlock could trigger a sell-off. Mid-term long positions must always be prepared for this pressure.