researching VANRY properly and honestly? changed my mind on something 🤔
everyone calls this insider concentration play. actual tokenomics: 50% went to TVK community migration, 31% validator rewards, 94.9% already unlocked.
not concentration story. one of the most community-distributed AI tokens out there.
so what's the REAL concern?
here's what bugs me:
every chain claims "AI-ready." most mean faster TPS.VANRY different. agents can't use wallets. can't solve captchas. can't manually approve.myNeutron: persistent memory. Kayon: on-chain reasoning. Flows: automated execution. payment rails underneath.full loop agents need: memory → reasoning → action → settlement.
most chains have one piece. Vanry built all four.
AWS moment or VR moment?:
built for agents from day one. that's either AWS (infrastructure before need, timing perfect) or VR (built before anyone wanted it).AWS won because need was real AND timing right.VR lost because timing wrong AND demand never came.
VANRY sits between. need is real IF agents scale. timing unclear IF most agents stay API wrappers.
#Tokenomics angle nobody discusses:
94.9% already unlocked. no insider cliff coming. no foundation dump waiting.compare to projects with 60%+ still locked. VANRY supply fully circulating. price discovery happened.but mechanical demand question remains: if agents transact, every interaction touches Vanry. memory, reasoning, settlement - all Vanry.not governance. actual protocol usage.
assumes agents exist at scale AND choose blockchain over traditional fintech. both massive assumptions.
Asia-first reality:
logic makes sense. Western crypto saturated. Asian markets less competitive in AI infrastructure.but "Asia" isn't one market. China ≠ Korea ≠ Japan ≠ SEA. completely different regulations, behaviors, preferences.
targeting "Asia" without country-specific strategy barely better than "global."
my concern though:
products live - myNeutron, Kayon, Flows exist. not vaporware.but where are agents using it? pipes waiting for water. stadium before tickets.cross-chain Base expansion: if stack works without requiring
$VANRY token, what's holding point?
cross-chain multiplies value or fragments it. still unclear. massive open question.
what they get right?:
94.9% unlocked = no hidden sell pressure. community-owned not insider-controlled. products exist full stack.
what worries me:
what if agents choose traditional fintech instead? faster, cheaper, compliant.timing is whole ballgame. great infrastructure, wrong timing = burning runway.
honestly don't know if 6 months early or 6 years early. foundation cleaner than most realize. question is whether timing works before runway doesn't.
what's your take - agents 6 months from needing blockchain or 3+ years out?? 🤔
#vanar @Vanarchain