#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?😭😂
All true infrastructures will first be misjudged by the market.
After being in this market for a long time, you will slowly discover a counterintuitive rule: The closer something is to 'infrastructure', the less suitable it is to be priced by short-term sentiment. However, currently in the crypto market, almost only short-term sentiment remains as the pricing system. What are people accustomed to? People are used to new narratives coming out, KOLs interpreting them overnight, funds pushing prices up the next day, community FOMO the day after, and then starting to take turns buying in on the fourth day. This pace is too fast, so fast that everything requiring a 'time variable' will seem out of place. The problem with Plasma is not that it has nothing to do, on the contrary—
This weekend, I reread "From Zero to One" and casually checked the Portfolio of Founders Fund—Plasma is prominently listed. This made me reconsider 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 it, Facebook did it, Palantir did it. Plasma's approach is no different—rather than fighting in the bloody waters of general-purpose public chains, it first monopolizes the vertical scene of "stablecoin payments" and then seeks to expand. This "non-mainstream" approach requires courage. The narrative for 2024-2025 is "Ethereum killer" and "Solana killer", with everyone wanting to be the next king of a thousand chains. However, Plasma declares: I only do stablecoins, and you can have the rest. In a world of FOMO in the crypto sphere, this kind of restraint is almost rebellious. But what Thiels might be focused on is perhaps this "anti-consensus". When the market finally realizes that "specialized chains > general chains", the pioneers would have already established barriers. Plasma's 6.4 billion TVL, cooperation with Tether, and zero-fee experience are all accumulations within a time window that later entrants find hard to replicate. I am also reflecting on my own biases. I once thought that "only doing payments" was the ceiling, but now I realize that "doing one thing to perfection" is the real moat. The internet has no giant that eats everything, 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? Perhaps the answer is: 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 with credit cards, nobody cares about Visa's architecture. The ultimate victory of technology is to disappear behind the experience. Thiel said: "Great companies do things that others cannot do, and then make those things seem inevitable." Plasma is still on the way of the first half of the sentence, but the direction is already clear. @Plasma $XPL #Plasma
When Regulation Becomes Agreement - On Dusk and the Institutional Consciousness of the Digital Age
We once thought that decentralization was a rebellion against authority. Code is law, and autonomy is freedom. But when the provisions of MiCA were finalized, and the audit request from AFM arrived, we suddenly realized: True freedom never arises in a vacuum, but grows within a trustworthy order. The emergence of Dusk Network coincides with this turning point of cognition. It did not shout 'disruption', nor did it advocate for 'anarchy'. It simply did one thing quietly: compiled the requirements of the system into the syntax of agreements. In its world, privacy is not a cloak for withdrawal, but a contract of precise disclosure;
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
Dusk's KYC is not a threshold, but a programmable compliance building block
Brothers, today I did something counterintuitive: I voluntarily submitted my identification just to register for a crypto project's waitlist. Not because of FOMO, but because I wanted to personally verify: Can Dusk's so-called 'Confidential KYC' prove that I am a MiFID II qualified investor without exposing my privacy? The result made me realize that Dusk is compiling EU financial law into smart contracts. The matter started from the waitlist page of DuskTrade. Unlike other projects, it didn't say 'Early Access', but rather a cold statement:
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
Plasma's 'payment leg' has finally started to run! Stop only focusing on DeFi.
Friends, I've been browsing on-chain data these days, and the more I look, the more excited I get—Plasma's 'payment leg,' which has been criticized for half a year, is really starting to run fast! Do you remember what everyone said at the end of last year? 'DeFi is as fierce as a tiger in attracting deposits, payment implementation is two hundred and fifty' 'ConfirmoPay is just a PPT'... So what happened? 👉 Rain Card has opened applications in 12 EU countries, directly connected to Visa, USDT can be instantly converted to fiat for consumption; 👉 ConfirmoPay's January transaction volume exceeded 120 million USD, 80% came from real merchants (restaurants, e-commerce, logistics); 👉 NEAR Intents cross-chain settlement averages 35 million USDT per day, reducing remittance costs in Latin America by 60%.
Build a bridge to let AI move from digital to physical
Yesterday we talked about how AI can 'issue invoices', which connects commercial processes with reality. Today, let's zoom out further—what if what AI needs to manage is not an electronic invoice, but a real photovoltaic power station, a carbon sink in a forest, or a batch of bulk commodities on a sea freight? The true 'killer application' may not be how smart AI is in the virtual world, but how it can safely and reliably manage assets in the physical world. This is exactly the core battlefield anchored by the Vanar Chain: the on-chain transformation and intelligent management of Real World Assets (RWA). What it offers is not just mapping, but governance.
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
How great is Dusk's Citadel protocol? Compliance without data leakage, this is the privacy safeguard for retail investors.
Brothers, today let's talk about a topic that is closely related to everyone - privacy and compliance. Having been in the crypto space for a long time, who hasn't worried about KYC? Every time I upload my ID or take a selfie, I worry about data leakage on the platform, but if I don't upload, I can't trade; and those so-called 'completely anonymous' privacy coins, I fear will be delisted by regulators one day, leaving the coins stuck in my hands. It wasn't until I delved into Dusk's Citadel protocol that I discovered a perfect solution of 'compliance without data leakage', which is the core value I most want to share with everyone after countless tests.
In 2030, I redeemed funds in the DUSK ecosystem. In 2030, on an ordinary Wednesday morning. I sat at the table, took a sip of slightly cool coffee, and clicked the 'redeem' option on the terminal—exchanging part of my shares in the 'European Green Infrastructure Bond Fund' for an equivalent amount of euros. The whole process was as calm as breathing. No forms to fill out, no waiting for T+2 settlement period, no back-and-forth emails with the custodian bank. Just an on-chain signature, one confirmation. But I knew that beneath my perception, a precise financial machine was operating silently: My signature, first and foremost, was a key. It opened a smart contract deployed on the DUSK chain, which directly corresponded to the fund's asset pool far away in Luxembourg. Upon waking the contract, it did not immediately process the assets but first sent an inquiry to my on-chain identity module. In an instant, a verifiable digital credential issued by my main bank and certified under the EU eIDAS 2.0 framework was invoked, proving that I am a compliant investor and not a sanctioned entity. All of this was completed in an encrypted channel, and my real identity was never exposed. Verification passed. The contract then executed: the ownership record of the corresponding value of bonds was atomically updated on the distributed ledger, and an equivalent amount of euro stablecoin, issued by Société Générale, quietly appeared in another on-chain wallet I specified through the Chainlink CCIP cross-chain highway that had already been laid. The epilogue is not the end. Almost simultaneously, my tax advisor's system and the Dutch tax authority's regulatory sandbox received a readable but immutable event log that precisely recorded the taxable nature and amount of this redemption. The entire process, from intention to settlement to reporting, was completed before my coffee had completely cooled. There was no thrilling 'financial revolution', only the tranquility brought by perfectly meshing gears. What I redeemed was not a string of wildly fluctuating crypto tokens, but a financial bond with clear rights, traceable sources, fully protected throughout the process, and immediately usable. DUSK never appeared in the foreground; it had transformed into the fundamental laws that allow this complex process to operate as naturally as gravity. The future has arrived, just unevenly distributed. And in some corners quietly woven by DUSK, it has already become as even as the morning light. @Dusk $DUSK #dusk
All things are born with their own path, and so is the AI public chain. In the world, everything has its compatible growth logic, and those who force it will find it hard to last. The essence of the AI public chain is not to patch up the old architecture, but to be a native construction born for intelligence. Just as birds need wings and fish need water, the existence of AI does not require mere surface-level speed, but rather the ability to carry memories, support reasoning, and realize autonomy. Those obsessed with the TPS competition are merely defining the machine's world with human needs, which ultimately leads to a divergence. Vanar's clarity lies in staying true to its original intention. Rooted in AI-first, it allows intelligence to be ingrained in the architecture's texture rather than merely applied superficially; with AI-ready as the foundation, it does not seek immediate gratification but rather long-term compatibility. Native capability is a fit inscribed in the very essence, not a forced grafting from the outside, which represents the most fundamental philosophy of survival. All lasting values in the world stem from going with the flow. By conforming to the essential needs of AI, let infrastructure become the nutrients for its growth, rather than a binding framework. Only in this way can longevity be achieved. $VANRY 's value is also hidden within this flow, born from use, thriving on compatibility, rather than an illusory narrative. @Vanarchain $VANRY #vanar
Yesterday's celebration of Qianwen bubble tea reminded me of a scenario. Imagine if that cup of bubble tea represents the afternoon tea procured by the company, what would happen next? This AI needs to apply for reimbursement from the finance department. Therefore, a compliant electronic invoice, a clear reason for the expenditure, and the corresponding budget item have become more rigid requirements than 'silky ordering.' This seemingly trivial 'reimbursement' process is precisely where the current blockchain AI is most disconnected from the real world. The vast majority of DeFi and on-chain applications deal with pure exchanges of 'coins' without being tainted by the 'dust' of reality—contracts, invoices, ownership proofs. However, true economic activity is composed of 99% of this 'dust.'
Plasma: Bringing Cryptocurrency Payments Back to Payments Themselves
We always say technology changes lives, but looking back, all the innovations that can truly integrate into daily life have never been about complex technologies; instead, they have hit the essence of 'making the complex simple and the troublesome smooth.' Just like paper money replaced shells, it’s not that shells weren't valuable, but they were cumbersome; mobile payments replaced cash, not because cash lacks value, but because making change and carrying it around is too cumbersome. Ultimately, all human trade actions seek one core goal — frictionless value transfer. After so many years of cryptocurrency development, it has unfortunately gone astray in this matter. It’s like when you go downstairs wanting to buy a bottle of Coke, you can easily do it in a second with cash or a QR code, but if you want to pay with cryptocurrency using a traditional public blockchain, you first have to open your wallet to buy Gas tokens, calculate fees, and confirm everything; by the time you’re done, your Coke is already gone, and the transaction fees might even be more expensive than the Coke itself. It’s like having a flat road but choosing to go around a cliff; a payment tool that should serve daily needs has turned into a 'niche toy' that only a few people can use.
Last night I had dinner with an old classmate. He runs a Southeast Asian cross-border e-commerce business, and payment collection has always been a nightmare. PayPal charges a fee of 4%+, bank wire transfers are slow and expensive, and when customers pay with cryptocurrency, he fears volatility. I casually mentioned Plasma, and his eyes lit up: "No fees? Instant transfer? Stablecoin?" In that moment, I suddenly realized that while we in the crypto community discuss TPS, consensus mechanisms, and TVL, real users only care about three things: how fast, how cheap, and how secure. The brilliance of Plasma lies in cutting out all the intermediaries and directly addressing these three questions. Sub-second confirmations solve "speed," Paymaster addresses "cost," and Tether's backing addresses "security." There's no flashy narrative; it's simply about helping merchants earn a bit more profit and helping users wait a few less minutes for their funds to arrive. But I also poured cold water on it: adoption has never been a technical issue; it's a matter of habits and trust. He asked me: "How do customers know about Plasma? Where can I download the wallet? Who do I contact if something goes wrong?" I was momentarily speechless— the ecosystem is still in its early stages, and merchant integration, customer service systems, and brand awareness all take time. This made me understand why Plasma wants to lock team tokens for three years. It's not a lack of trust in themselves; it's knowing that the infrastructure building cycle is measured in years. Visa and Alipay took ten years to become widespread; why should Plasma be faster? The last question from my friend was: "What are the benefits of getting onboard now?" I thought for a moment and said: "Early merchants might have traffic support, but more importantly, by the time everyone else is using it, you will have already streamlined the process." The revolution in crypto payments will not come crashing in; instead, it will permeate like QR code payments did back in the day, starting from one merchant, one scenario, one user. Last night's dinner might be a small step for Plasma towards reaching ordinary people. @Plasma $XPL #Plasma