LC药师先生_万币侯

AI is absurdly hot right now, with new models, new concepts, and new 'revolutions' emerging every day. It's lively, but I keep reminding myself of an old saying: during a gold rush, the ones who make the most money are often not the ones digging for gold, but those selling shovels and picks. Most of the gold diggers from the 19th century lost their lives on the way; the ones who truly became wealthy were those selling the tools to them.

The current AI race is essentially a crazier gold rush. Everyone is betting on who will be the final 'super model': GPT? Claude? Or some sudden dark horse? To be honest, I don’t know who will last until the end, nor do I want to bet on it. What I care more about is: regardless of who wins, who will be the underlying tool that everyone cannot avoid?

This is why I started to pay serious attention to @Vanarchain . In the latest AMA, the CEO's statement about 'Shovels and Picks' was very straightforward: they want to turn #vanar into the shovel and pick for Web3. If you think about it carefully, this positioning is actually quite insidious — it doesn’t compete with models on parameters, nor with applications on traffic; it aims to occupy a more upstream position: memory + auditing.

Models will change, narratives will shift, but there are two things in the 'business world' that will never be lacking:

First, memory. An agent cannot know you today and treat you as a stranger tomorrow. To act as a steward, to conduct transactions, to approve, to operate, it must have long-term memory.

Second, accountability. When something goes wrong, there must be a way to hold someone accountable, to audit, to have a 'black box'. Companies will not hand over critical processes to an AI that makes mistakes and pretends to be innocent.

What Vanar does is create these two tools: enabling AI to remember and be accountable. It doesn’t matter if you are GPT or Claude; whoever becomes king in the future is irrelevant — as long as you want to enter the 'Business Critical' arena, you have to supplement memory and auditing. The shovels are right there; anyone digging for gold has to use them.

So my attitude towards $VANRY is very simple: I don’t expect it to soar every day, but I prefer to regard it as a fundamental stock that can 'cross bull and bear markets'. The market fluctuates up and down, trending topics change daily, but those selling shovels don’t rely on excitement to make a living; they survive on essential needs. That’s the confidence it gives me to 'hold on'.

I laughed out loud. Just yesterday, I tweeted about the data from DeFiLlama, saying "smart money is flocking to the Plasma chain." As a result, I woke up this morning to see that DeFiLlama officially submitted their report: LlamaSwap has officially integrated Plasma.
Many people don't know what this means.
It means that when you trade on Plasma in the future, Llama will automatically help you scan all the pools like Uniswap, Balancer, and Dezswap to give you the best transaction price across the network.
An aggregator only makes sense when a chain has deep liquidity and many DEXs.
Just yesterday, I was saying "liquidity without staking incentives is real," and today LlamaSwap comes to prove that "this liquidity can be efficiently utilized."
This script is written too smoothly.
Brothers, don't just focus on the candlesticks. When tools start entering the market, it means liquidity has already been confirmed.
#Plasma @Plasma $XPL

Yesterday, after watching the AMA of @Vanarchain x @币安广场 , I thought about how my mom has recently become obsessed with 'Dou Bao,' constantly talking about how 'Dou Bao said.' It gives me a headache: these days, if AI says something, people take it as a decree. But the reality is harsh—most AI models, many times, truly resemble what project teams complain about: a goldfish brain. You give it a task, and while it's running, it forgets what it's doing, and in the end, it seriously talks nonsense with you.

What's scarier than it making mistakes is that it makes mistakes and doesn't admit it. What's the most devastating scene in the business world? It's not AI failing; it's when it fails and then turns to you and asks, 'Work? What work?' Imagine this: millions of orders are messed up by it, and it acts like nothing happened—this is not intelligence; this is 'amnesia.'

That's why I've always said: AI doesn't lack intelligence; it lacks discipline. You have to make it 'remember' and make it 'accountable.' The value point of the Vanar line is this: it's not just creating a chatty model; it's anchoring on-chain—locking the entire process of the AI Agent (Before / During / Outcome) on the chain.

This is equivalent to putting a tight restraining spell on AI: how you think, how you act, and what you achieve will all leave immutable evidence. No matter how 'Dou Bao' tries to argue in the future, the on-chain record will tell you: whether you did it, how you did it, and who should bear the blame.

In the gold rush, those who dig for gold often die halfway, while those who sell shovels end up getting rich. Those who build models may not necessarily be the winners in the end, but those who create 'memory' and 'audit' as foundational infrastructure are more likely to reap the longest dividends.

Don't trust a goldfish's memory—trust the records of the blockchain.
#vanar $VANRY

I just took a look at the usage of $XPL on DeFiLlama and found it interesting.
Given the current market situation and the fact that XPL staking hasn't started yet, what's the use of it now? This means that holding XPL currently does not come with 'risk-free interest.' But look at what happened in this chart?

Binance CEX (4.94m):
Even without staking rewards, market makers and institutions are still maintaining a depth of $40 million in the exchange. This indicates that they are preparing for large-scale trading rather than simply earning interest.

Uniswap V3 (1.24m):
This point is the most intriguing. While native staking hasn't opened, large holders are eagerly throwing XPL into Aave as collateral and into Uniswap as LP.
This shows that XPL has already acquired the properties of a 'hard currency'—it is recognized as a premium asset in DeFi protocols, and not just a mining token with one purpose.

The current liquidity reflects the real demand in a completely 'incentive-free' state.
Imagine, once the staking functionality officially opens in Q1, when the gate for 'holding coins to earn interest' opens:
The tens of millions of liquidity in the exchange will be instantly drained to lock up, and the circulating supply in the market will sharply deplete. The current Usage data is actually the last calm before the 'supply shock.' Those who understand will naturally get it.
#Plasma $XPL @Plasma

Brothers, tonight's AMA at Binance Square x Vanar, I feel it's not that simple.
Not just because Binance is officially hosting it, but also because the logic behind it is too 'coincidental'.
Everyone think about it, what does Binance need the most right now?
Web3 wallets. AI track.
And what does @Vanarchain have in hand?
Google one-click login: Perfectly increases wallet users.
Neutron/Kayon: Ready-made AI memory and verification layer.
Is this just a coincidence?
I boldly speculate: Does Binance value Vanar so much because they are playing a big game?
Could Vanar become the 'AI plugin' for Binance's Web3 wallet? Or become the 'technical channel' for Binance to introduce Web2 users?
If this is true, then this is not just a simple collaboration; this is ecological integration, and the valuation logic has completely changed.
I'm just guessing.
But to verify this speculation, I must go listen to tonight's live broadcast.
Is it really a 'technical marriage'? We'll find out in our live broadcast. 🕵️‍♂️
#vanar $VANRY

Plasma conducts scientific research, Giggle focuses on education, and they do not rely on anyone's "kindness"; they rely on "mechanisms." The most ruthless aspect of the blockchain is: code is the rule. As long as the chain is running and transactions are happening, contracts are executed automatically, with deductions, distributions, and settlements not delayed by a second. It does not ask you to do good deeds; it writes "good deeds" into the system's default settings.

Giggle takes the educational path: ensuring that every transaction and every use continuously sends resources to where they are most needed—allowing poor children to learn and acquire skills, truly "teaching them how to fish."

Plasma is even more interesting: it transforms high-frequency, rigid payment flows (like salary settlements) into long-term funding sources, and then directs the money towards the research system—chips, computing power, laboratories, papers, toolchains. You can think of it as the "water, electricity, and coal of DeSci": it is not just a one-time donation, but creates a stable cash flow pipeline for research.

When viewed together, these two actually represent a dual system: Giggle equips "people" with skills, while Plasma equips the "world" with tools. One teaches more people to fish, while the other enables humanity to invent better fishing rods. The key point is: they transform "doing good deeds" from a moral choice into an automatic process within the financial system—no need for payment reminders, no need to beg, and no need to consider anyone's mood.
@Plasma #Plasma $XPL

Brothers, those who have done cross-border business understand: what merchants are most annoyed by is not the service fee, but the cost of education. If you want the customer to pay 1000 U, or transfer U to the supplier, and the other party is an outsider, you have to first act as a teacher: 'Boss, you need to buy some ETH/SOL first.' 'I just want U, why do I have to buy something else?' 'Because of Gas...' After explaining everything, your mouth is dry, and the other party still thinks you are trying to fool them. Many merchants would rather be drained by SWIFT than have to teach their customers this 'Introduction to Blockchain' class.

So when I saw Plasma integrating with Confirmo, my reaction was: this move is very dirty, very ruthless, but also very right. What it solves is not about 'saving money', but directly hides the words 'blockchain' — merchants and customers do not need to understand Gas, they do not need to prepare all sorts of tokens in advance, and the payment experience should be as similar to Alipay as possible; the more it resembles that, the better the business will run. What is truly saved is the 'communication cost' that merchants spend half an hour explaining to customers every day.

Moreover, the B-end is the hard truth. Retail transfers are low frequency, the excitement lasts for a few days and then disappears; merchant settlements are high frequency, continuous, and will form a habit. Once merchants discover that 'using Plasma to receive U does not require teaching customers', guess what they will bring on board? Paying salaries, paying for goods, receiving settlements... all are cash flows. Simple transfers can be free at first, but what merchants need to do later, like wealth management, hedging, cross-chain, and complex contracts, will be the more profitable part — by then, the role of $XPL will naturally change from 'the K-line you are watching' to 'ecological fuel'.

So the fact that $XPL is currently quiet may not mean 'no story', but that you are looking in the wrong place.

At a price level like 0.08, retail investors are still calculating task wear and tear, while smart money is looking to see: can a B-end channel like Confirmo really eliminate the 'trouble' and generate cash flow? If merchants really scale up, do you think the token will still be at this price?
#Plasma @Plasma $XPL

A while ago, I watched 'Happy People 2', and I quite liked Zuo Lingfeng and Liu Tong. They performed a sketch on another channel that was about that feeling of 'déjà vu', and the awkwardness was brilliantly portrayed. In fact, this 'sense of déjà vu'—feeling like you've been to a new place before, or seeing someone and feeling like you've met them—everyone has experienced it in their lives, right?

But have you ever thought about it? AI actually has this kind of 'mental confusion' as well. A couple of days ago, to write a tweet in Japanese, I specifically opened a new GPT window. I clarified the persona with the new window and fed it my language habits. As a result, the first sentence translated came out with the word 'pharmacist' mixed in Japanese, which was frustrating for me... It was clearly a brand new window, yet due to the underlying 'memory cross-wiring', it brought in remnants from the past.

Brothers, in the era of conversational LLMs, this would just be a funny incident. But think about it, we are now in the era of AGENT intelligence. What if your AI trader, while executing a sell order, suddenly has a 'déjà vu' episode and brings in the 'all-in' logic discussed in the neighboring window? What if your legal assistant, while drafting a contract, suddenly gets confused and mixes your 'divorce agreement' into the 'financing terms'? This is no longer an embarrassing issue; it's deadly.

That's why I've been digging into the underlying logic of @Vanarchain recently. What Vanar is doing is equipping AI with an 'immutable memory anchor point'. Simply put, it can compress the persona and context of the 'Japanese Twitter influencer' you've set up into a 'seed' on the chain. The next time the AI works, it must first read this seed. The data on the chain cannot lie, nor will it 'cross-talk'. It will clearly tell the AI: 'Now you are a translator, make sure to remember that new persona!'

Eliminating 'déjà vu', eliminating 'illusions', is the baseline for AI agents to truly land.
#vanar $VANRY

I wasn't called for the live broadcast