花太香

By the end of 2025, many people are asking: With AI being so popular, which chain can truly run AI on the chain, rather than just serving as an interface? The answer may surprise many — it's not the loudest public chains, but rather the Vanar Chain ($VANRY ) with a market value of only 14 million dollars. Its core transformation can be summarized in one sentence: From "programmable blockchain" → "thinking blockchain". Unlike other projects that treat AI as a plugin, Vanar has rewritten the AI workload from its Layer 1 architecture: 1. The data layer directly compresses storage with verifiable logic (Neutron) 2. Natively supports AI inference and autonomous decision-making (Kayon, Axon modules) 3. Deep optimization for PayFi (on-chain payment finance) and RWA (real-world asset tokenization) 4. Still maintains EVM compatibility, with extremely low migration costs for developers. In plain terms: Other chains give you a hammer, Vanar directly gives you a smart hammer that can determine how much force to use. Currently, the price hovers around $0.006, with a low circulating market value, yet the completeness of the story is rapidly increasing. If the AI + Web3 narrative continues to ferment in 2026, Vanar is very likely to be the dark horse that "takes off suddenly". @Vanarchain $VANRY #vanar

Chinese is truly profound, do you understand it?😅

Seedance 2.0: When "Filmmaking" Becomes a Command
The truly frightening aspect of Seedance 2.0 is not how clear the videos it generates can be, but how it has reduced "cinematic expression" from a professional skill to a simple command action. Input a piece of text or upload an image, and in 60 seconds, a video complete with sound effects and multi-angle storytelling is ready. This means that the bottleneck of creativity is no longer the equipment, team, or technology, but just the imagination itself.
This represents a structural shock to the content industry. In the past, visual expression was a scarce ability held by a few professionals; now, it is being rapidly democratized. Advertising, short videos, educational content, and brand storytelling will all experience a wave of explosive experimentation—many ideas that were previously deemed "not worth filming" will be fully realized for the first time.
But problems also arise. As the cost of video generation approaches zero, the credibility of visuals will be rapidly diluted. The difficulty in distinguishing truth from falsehood, ambiguous copyrights, and emotional manipulation could all be amplified. Seedance 2.0 liberates creation while forcing society to rethink: When anyone can "make a film," how do we judge authenticity, originality, and responsibility?
It is not simply about improving efficiency but reshaping the power structure of visuals.

The top of the list for #创作者任务排行榜 XPL has also been almost fixed, with two articles every day. They can score around 100 points, while I barely score 2 points a day. @币安广场 I want to ask, what are the standards for AI scoring, and why is the gap so large? 🥶

#创作者任务排行榜 VANAR's top ranking has almost remained unchanged, while others score over 100 points a day, I only get around 10 points, how can I play like this?😭😂

To be honest, the first time I saw Vanar say they wanted to create a new L1, I was skeptical. It's 2026, is block space still scarce with Ethereum, Solana, Arbitrum, Base...?
But after talking to a few friends working on applications, I found that the pain points are indeed different. The existing chains can 'run AI', but they don't 'run AI well'. It's like being able to cook in a rental apartment, but it will never be as convenient as your own kitchen.
Where is Vanar's differentiation? It's not 'a faster EVM', but an 'architecture redesigned for AI'. myNeutron's on-chain memory, Kayon's verifiable reasoning, Flows' automated orchestration—these are not optimizations, but things that didn't exist before.
The product has already been launched; it’s not in the white paper stage. myNeutron has real applications storing user data, Kayon has models reasoning on-chain, Flows has automated strategies executing. This is 'proof of being AI-ready', not 'slogans of being AI-ready'.
$VANRY is linked to these real usage amounts. Staking guarantees service quality, consumes paid computing resources, and governance decides network upgrades. Three use cases, one token, no fragmentation.
@Vanarchain $VANRY #vanar

This weekend I reread "From Zero to One" and casually checked the Founders Fund's portfolio—Plasma is surprisingly listed. This made me reassess this project: when the most paranoid investors in Silicon Valley bet on a chain, what do they see?
Thiel's investment philosophy is quite "reactionary": avoid competition, monopolize niches, and then expand. PayPal did this, Facebook did this, Palantir did this. Plasma's approach is no different—rather than fighting in the red ocean of general public chains, it first monopolizes the "stablecoin payment" vertical scene, then aims to expand.
This "non-mainstream" approach requires courage. The narrative for 2024-2025 is "Ethereum killer" and "Solana killer"; everyone wants to be the next king of all chains. Plasma, however, declares: I only do stablecoins; the rest is for you. In a cryptocurrency world where FOMO runs rampant, this restraint is almost rebellious.
But what Thiel and others may value is this "anti-consensus". When the market finally realizes that "specialized chains > general chains", the pioneers will have established barriers. Plasma's $6.4 billion TVL, partnership with Tether, and zero-fee experience are all accumulations within a time window that are difficult for later entrants to replicate.
I am also reflecting on my own biases. I once thought that "only doing payments" was a ceiling, but now I realize that "doing one thing to perfection" is the real moat. The internet doesn’t have an all-consuming giant, but there are countless invisible champions—Stripe focuses on payments, Snowflake focuses on data, Zoom focuses on video. Who does Plasma want to become in the crypto world?
The answer may be: one day in the future, when you scan to pay, the underlying chain running is Plasma—yet you will never know, nor need to know. Just like today, when using a credit card, no one cares about Visa's architecture. The ultimate victory of technology is to disappear behind the experience.
Thiel said: "Great companies do what others cannot, and then make it seem like it is obvious." Plasma is still on the first half of that sentence, but the direction is already clear.
@Plasma $XPL #Plasma

In the world of crypto, we are obsessed with "growth hacking"—searching for that singularity that can ignite growth. Airdrops, Memecoins, point systems... we've tried all viral growth methods. But is it possible that we have been overlooking the most powerful, yet most despised growth engine: compliance?
Yes, that same "compliance" that sounds like it will make you yawn. But DUSK is turning it into a precise scalpel, cutting open a trillion-dollar market's vein.
Think about it, why are hedge funds hesitant to deploy their main capital on-chain? It's not the technical barrier, but the "responsibility" black hole. In anonymous or public environments, how do you prove your transaction is compliant? How do you handle audits? If something goes wrong, who is responsible?
DUSK's "auditable privacy" is essentially a tailored "responsibility delineation system" for institutions. It uses technology to answer all the above questions. The growth it brings is not from retail FOMO, but from institutional budget approvals. When licensed exchanges like NPEX choose DUSK, the signal they send is: "Here, is where you can do real business with real money."
This growth is cold, slow but lethal. It is not fireworks, but rising sea levels. The assets and trading depth brought by one institutional client can surpass that of ten thousand retail clients. And once the first institution successfully lands, clearing the legal and technical barriers for the entire process, the migration costs for later entrants will drastically decrease—that's the network effect brought by compliance.
DUSK's growth hacking strategy is not about competing for attention among Crypto natives, but directly addressing the deepest pain points in traditional finance and then "siphoning" their assets and liquidity on-chain. It is not building an amusement park, but a "financial special zone"—with its own set of rules (code law), but backed by the authority of the old world.
So, stop mocking "compliance" as boring. In this era of narrative fatigue and traffic competition, compliance, which we once viewed as shackles, might just be the ultimate key to unlocking the next growth cycle. DUSK is proving that the sexiest growth might begin with a dry legal opinion.
@Dusk $DUSK #dusk

The New Year's supplies are ready, and they even sent a bowl, very thoughtful.😂

Buddy, let's not talk about 'subversion' and 'revolution' anymore. I've been in this industry for twenty years and I'm tired of hearing it. Every time something new comes out, someone says 'the banks are going to collapse.' And what happens? The banks are still here, only the coffee machines in the lobby have changed from buttons to touch screens.
So when DUSK popped up, claiming to put some Dutch exchange bonds on the blockchain, my first reaction was: here comes another PPT artist.
But this time it seems a bit different. They didn't show me flashy charts, nor did they boast about processing a million transactions. What they showed me was a copy of a legally binding contract signed with NPEX, along with a small line: 'Pilot asset: 300 million euros.'
300 million. This number isn't very sexy, but it's specific. Specific enough to make the picky old guys in the legal department adjust their glasses, specific enough to make the risk management committee sit up straight. In finance, 'specific' is worth ten thousand times more than 'great.'
The 'auditable privacy' that DUSK is working on sounds very contradictory, right? But we old-timers understand it right away. It's like putting bulletproof glass on a bank vault—you know there's money inside (transparent enough to make regulators believe), but you don't know which bundle of cash belongs to whom (private enough to protect clients). They aren't creating new magic; they're using new tools to solve our oldest pain point: how to do business while complying with a bunch of damn rules.
Right now, the young people in my office are still debating which new public chain is more 'decentralized.' Meanwhile, I’ve started having my assistant give me a weekly data brief on that NPEX collaboration on DUSK. I don't need much, just two things: the number of on-chain settlements and the amount of stablecoin cross-chain flow.
I don't care whether it can change the world. I only care whether it can allow my clients to safely transfer a bond interest payment from Amsterdam to Singapore at 5:01 PM on Friday, with both sides' regulators nodding in agreement.
If it can, then this 'old dog' has really learned some new tricks. If it’s just another story... sigh, well, I've heard enough of those in the last twenty years.
@Dusk $DUSK #dusk

When "free" becomes the standard, Web3 truly begins — The historical resonance of Plasma and mobile payments
More than a decade ago, no one dared to believe that one could go out without a wallet, and a single phone could take you everywhere. The reason mobile payments have disrupted life is simple: it completely eliminates transaction friction. No fees, no waiting, no complex operations, just scan to pay, and it's ready to use with your eyes closed.
Today's Web3 is precisely stuck at the same crossroads. On traditional public chains, a small transfer incurs Gas fees, making the transaction fee for a cup of coffee more expensive than the coffee itself, and the operational threshold discourages ordinary people, keeping cryptocurrency confined to the “speculation” circle, unable to enter daily life.
What Plasma does is the "mobile payment revolution" in the Web3 world. It doesn't talk to you about complex technology, it doesn't get you caught up in inflated TPS, it only does one simple thing: brings stablecoin payments back to the essence of "free, simple, and user-friendly."
No Gas fees, no need to hold native coins, no need to learn complex operations, just open the wallet, transfer USDT, instant arrival, zero fees, full amount received. As natural as WeChat Pay, as easy as sending a message.
History often repeats itself. Mobile payments eliminated cash with "zero friction" back in the day, today Plasma opens the door to Web3 with "zero friction." When payments no longer have costs, no thresholds, no fuss, Web3 finally has a real chance to enter convenience stores, vegetable markets, and every corner of daily life.
It's not that the technology isn't good enough, but the direction must be right. Plasma's direction is the path Web3 should take: close to people, serving people, and making them feel it's useful.
@Plasma $XPL #Plasma

Brothers, to be honest:
It's now easier to launch a new L1 than to open a milk tea shop—but the survival rate is less than one in ten.
Why? Because the block space has long been sufficient.
Users are on Ethereum L2, developers on Solana, and liquidity is on Base...
Are you going to create another 'faster and cheaper' chain? Sorry, no one will move.
So how did @vanar manage to emerge?
The answer is simple: it doesn't sell chains, it sells products.
Look at what they are doing:
Virtua Metaverse, with Porsche and Warner Music investing real money
VGN gaming network, where players use AI assistants to earn money automatically every day
Kayon on-chain reasoning, brands using it for real-time anti-cheating
Flows automation, turning membership points into NFTs in seconds
It's not just a white paper dream; real income is being generated.
And the value of $ VANRY lies in these usages:
Every time you adjust AI, store a memory, or run a process, you consume $ VANRY—
Demand comes from production, not speculation.
So stop asking 'What number L1 is Vanar?'
It's not here to compete on 'block generation speed'; it's here to answer:
'In the AI era, how should Web3 be used?'
The answer is not in the papers, but in the user count of Virtua, the daily active users of VGN, and the renewal contracts of brands.
Do you think the next explosion point in Web3 is a new chain or a new product?
Let's discuss in the comments below👇
#vanar $VANRY @Vanarchain

It hurts, half of Chinese men haven't lived past 68 years old, are the brothers still staying up late to watch the market? 😂