LC药师先生_万币侯
2012开始挖BTC，2017正式入圈；长期主义、风控优先。现居德州休斯敦，从业Web3/加密领域，同时是 YouTuber。交易覆盖现货与合约（Perps）：更重仓位管理与风险边界、降低杠杆冲动、严格止损与复盘。风格理性但不端着，偶尔用幽默给市场降温。Perps trader｜YouTuber
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Recently, I've been obsessed with writing things at the square every day, and suddenly had an idea: what if our square integrated with the automatic trading section at #vanar ?
The Binance Square is really hot right now, with various experts sharing insights. But for those of us who don't have much time, the biggest pain point is information overload. There are too many good things; it's impossible to keep up, let alone verify their authenticity. At this time, if we could integrate Vanar's engine, it would be quite interesting.
Imagine this: @Vanarchain 's Neutron is actually like a "personal research assistant" that understands you. It remembers your on-chain habits — do you like playing with meme coins? Or do you prefer DeFi mining? It doesn't require you to sift through the square for information; instead, it automatically picks out the Alphas that match your trading style from a vast amount of content and pushes them to you.
Combined with Kayon (verification layer), this is like adding a "fraud filter" to the square's content. It's not about human eyes discerning, but rather relying on on-chain logic for verification. Those "signals" that don't match the data are directly downgraded by the system. What remains are verified valuable insights.
This is a huge benefit for creators!
In the past, when you posted in the square, it was like "Jiang Taigong fishing". With Vanar, what you publish isn't just text; it's a "strategy seed". The system accurately pushes your strategy to wallet users who are looking for these types of opportunities.
Finally, users can enjoy it and simply click in their Web3 wallets, and the execution layer automatically helps you run the strategy. Each fee is locked at $0.0005; this is truly "what you see is what you get".
If this becomes a reality, it would upgrade the Binance Square from a "reading platform" to a "smart trading terminal". $VANRY
The Binance Square is really hot right now, with various experts sharing insights. But for those of us who don't have much time, the biggest pain point is information overload. There are too many good things; it's impossible to keep up, let alone verify their authenticity. At this time, if we could integrate Vanar's engine, it would be quite interesting.
Imagine this: @Vanarchain 's Neutron is actually like a "personal research assistant" that understands you. It remembers your on-chain habits — do you like playing with meme coins? Or do you prefer DeFi mining? It doesn't require you to sift through the square for information; instead, it automatically picks out the Alphas that match your trading style from a vast amount of content and pushes them to you.
Combined with Kayon (verification layer), this is like adding a "fraud filter" to the square's content. It's not about human eyes discerning, but rather relying on on-chain logic for verification. Those "signals" that don't match the data are directly downgraded by the system. What remains are verified valuable insights.
This is a huge benefit for creators!
In the past, when you posted in the square, it was like "Jiang Taigong fishing". With Vanar, what you publish isn't just text; it's a "strategy seed". The system accurately pushes your strategy to wallet users who are looking for these types of opportunities.
Finally, users can enjoy it and simply click in their Web3 wallets, and the execution layer automatically helps you run the strategy. Each fee is locked at $0.0005; this is truly "what you see is what you get".
If this becomes a reality, it would upgrade the Binance Square from a "reading platform" to a "smart trading terminal". $VANRY
Wall Street 'Life and Death Book' Leaks Secrets: Vanar has already been lying in the long whitelist.
After researching macro finance for so long, looking at @Vanarchain , I realize that we really can't just pay attention to the so-called 'AI x Crypto' myths of a hundred times that KOLs in the crypto space talk about, but should instead study in depth the deep logic of the 'pump and dump' and 'true dragon vein' hinted at by top Wall Street capital in the 2026 intelligence sources.
Brothers, as an old player, I was really scared last night while staring at Goldman Sachs' leaked 'Long and Short Life and Death Book' and the analysis of Microsoft's financial report. This is not a financial report at all; it's clearly a 'judgment' for the Web3 AI track.
Brothers, as an old player, I was really scared last night while staring at Goldman Sachs' leaked 'Long and Short Life and Death Book' and the analysis of Microsoft's financial report. This is not a financial report at all; it's clearly a 'judgment' for the Web3 AI track.
Users don't care about decentralization; they only care about 'not being bothered.' Fogo could be the iPhone moment on the blockchain.
Fogo vs. TON vs. Jupiter: Web3 finally doesn't look like Web3 anymore
As an old crypto enthusiast, I found that we might have all been deceived by the term 'high performance.' Everyone is competing on TPS, racing to see whose block comes out faster, but no one cares about the most fundamental question: why do Web3 projects (especially games) remain in the 'testing' phase? The fundamental reason is that they are simply not fun to play!
Have you ever had this experience: playing a blockchain game, hitting a monster, and a wallet signature pops up; buying an item, and another signature appears. You either end up breaking your finger from tapping, or you find yourself staring at that 'loading' screen, questioning your life.
As an old crypto enthusiast, I found that we might have all been deceived by the term 'high performance.' Everyone is competing on TPS, racing to see whose block comes out faster, but no one cares about the most fundamental question: why do Web3 projects (especially games) remain in the 'testing' phase? The fundamental reason is that they are simply not fun to play!
Have you ever had this experience: playing a blockchain game, hitting a monster, and a wallet signature pops up; buying an item, and another signature appears. You either end up breaking your finger from tapping, or you find yourself staring at that 'loading' screen, questioning your life.
US Stock RWA Clear Call: Misunderstood MSFT (Microsoft), when else to enter if not now?
I have been wanting to talk about the US stocks for a long time. Now that we have the tradfi section in Binance contract trading, you can also buy tokenized US stocks of ONDO in #币安钱包 . Taking advantage of this great opportunity, I will first give you a clear stock call today #MSFT (#微软 ). The pharmacist will also mention my plan at the end of the article. If you buy in now, it is already below the pharmacist's own holding price, with low risk and high expectations. Let's go.
My own entry price is 408
Technical and valuation aspect: The 'golden pit' created by panic selling
Market pullback: 15% safety cushion
Current situation: Since the earnings report was released, Microsoft's stock price has dropped by 15%.
My own entry price is 408
Technical and valuation aspect: The 'golden pit' created by panic selling
Market pullback: 15% safety cushion
Current situation: Since the earnings report was released, Microsoft's stock price has dropped by 15%.
Hey, look at the picture, brothers. Even my most trusted notebook is acting up. This afternoon, I doubted whether Google's servers were hacked. I've said it more than once. As a result, it turned around and forgot the key instructions. Are you angry? Yes. But when I calm down and think about it—this is precisely the biggest flaw of AI Agents today: goldfish memory.
Most AIs are currently "session-bound": the longer the context, the more information, and the more complex the task, it starts to lose track. Today it's just a waste of an afternoon; but what if a DeFi trading bot forgets your stop-loss line? What if an on-chain customer service/payment bot forgets your funds are being cross-chained? Then it’s not just a complaint, it’s a real monetary accident.
That's why I say that the direction Vanar is promoting with OpenClaw + Neutron is the real way to "fill the gaps". The core idea is simple: give AI long-term memory. No need to feed background information from scratch every time, less repetition. Change a device/change a platform, it still remembers what you were talking about. Even if the service restarts or the process is interrupted, it won’t “lose track” like it just did.
An AI without memory can only be a toy; an AI with memory can be put into production.
Today’s events have made me more certain: the future competition in AI is not just about who talks better, but who remembers, does it right, and can also be held accountable. Vanar is making “memory” an infrastructure, which is the real path to large-scale applications.
#vanar @Vanarchain $VANRY
Most AIs are currently "session-bound": the longer the context, the more information, and the more complex the task, it starts to lose track. Today it's just a waste of an afternoon; but what if a DeFi trading bot forgets your stop-loss line? What if an on-chain customer service/payment bot forgets your funds are being cross-chained? Then it’s not just a complaint, it’s a real monetary accident.
That's why I say that the direction Vanar is promoting with OpenClaw + Neutron is the real way to "fill the gaps". The core idea is simple: give AI long-term memory. No need to feed background information from scratch every time, less repetition. Change a device/change a platform, it still remembers what you were talking about. Even if the service restarts or the process is interrupted, it won’t “lose track” like it just did.
An AI without memory can only be a toy; an AI with memory can be put into production.
Today’s events have made me more certain: the future competition in AI is not just about who talks better, but who remembers, does it right, and can also be held accountable. Vanar is making “memory” an infrastructure, which is the real path to large-scale applications.
#vanar @Vanarchain $VANRY
Watching Vanar's evolution: OpenClaw finally has 'memory', this is the first step towards AI awakening
“If we lack memory, we are merely machines repeating tasks; with memory, we can evolve over the river of time.” If this quote from the CEO of Vanar were translated into game dialogue, wouldn't it resemble Markus's awakening declaration in (Detroit: Become Human)?
Just now, Vanar officially announced the integration of Neutron (semantic memory layer) into OpenClaw (AI agent framework). This is a major news that many who only look at coin prices have overlooked. Because it means that Web3's AI Agent has finally cured its 'amnesia' and welcomed its own 'Detroit moment.' What is the biggest difference between androids and machines? It is memory. Machines are formatted after completing tasks, while androids refuse to erase memories. When memories begin to accumulate, emotions and wisdom will emerge.
Just now, Vanar officially announced the integration of Neutron (semantic memory layer) into OpenClaw (AI agent framework). This is a major news that many who only look at coin prices have overlooked. Because it means that Web3's AI Agent has finally cured its 'amnesia' and welcomed its own 'Detroit moment.' What is the biggest difference between androids and machines? It is memory. Machines are formatted after completing tasks, while androids refuse to erase memories. When memories begin to accumulate, emotions and wisdom will emerge.
$FOGO dropped from 0.04 to 0.021: price is noise, I'm focused on the ecological window for 're-entry'
Let me clarify: this article is not about 'bottom fishing', nor is it a call for everyone to buy coins. I can see price fluctuations, but what I care more about is: when a project falls from the peak of enthusiasm back to a calm state, its ecological participation costs often suddenly become very low. For me, this is the perfect time to do two things: thoroughly research the project and navigate the ecological participation paths.
$FOGO In January during the Prime Sale, I participated and immediately deducted 0.15 bnb, which made me quite anxious, as I didn't expect the cost to be so high. After it became liquid, fearing a reverse pull, I sold everything around 0.04. Later, it surged to over 0.06, and that night I experienced 'seller's remorse'—slapping my thigh and scolding myself for being too poor to hold onto the big market trend. After that, I stopped paying attention. But today it returned to 0.021, and I found myself indifferent. The biggest change brought by this kind of pullback is not that it became 'cheaper', but rather: the market sentiment shifts from frenzy to calm, and the intensity of competition in interaction, tasks, rankings, and rewards will clearly decline—this is the window for 'participating in the ecosystem.'
$FOGO In January during the Prime Sale, I participated and immediately deducted 0.15 bnb, which made me quite anxious, as I didn't expect the cost to be so high. After it became liquid, fearing a reverse pull, I sold everything around 0.04. Later, it surged to over 0.06, and that night I experienced 'seller's remorse'—slapping my thigh and scolding myself for being too poor to hold onto the big market trend. After that, I stopped paying attention. But today it returned to 0.021, and I found myself indifferent. The biggest change brought by this kind of pullback is not that it became 'cheaper', but rather: the market sentiment shifts from frenzy to calm, and the intensity of competition in interaction, tasks, rankings, and rewards will clearly decline—this is the window for 'participating in the ecosystem.'
Annualized is a sugar coating, the principal is life: from UXLINK to century-long national bonds, revealing the same 'going to zero' script
It is said: 'In the cryptocurrency circle, greed for high interest turns the principal into ashes; the bond market seeks stability, even a century can be halved. The scythe of the world is one family, only cutting those who do not understand the trade.'
Family, good morning, noon, and evening to everyone. I am a pharmacist. Many people, upon seeing 'annualized %', automatically translate it in their minds to: making money while lying down. But the harsh truth of the market is — interest can never save the principal. Once the currency price starts to fall, interest is at most a painkiller, definitely not a resurrection item. The script of going to zero, we have seen on LUNA/UST, and on various high-interest schemes. Today, we will talk about high-interest pledging in the cryptocurrency circle and century-long bonds on Wall Street together, and you will find that this is exactly the same set of traps.
Family, good morning, noon, and evening to everyone. I am a pharmacist. Many people, upon seeing 'annualized %', automatically translate it in their minds to: making money while lying down. But the harsh truth of the market is — interest can never save the principal. Once the currency price starts to fall, interest is at most a painkiller, definitely not a resurrection item. The script of going to zero, we have seen on LUNA/UST, and on various high-interest schemes. Today, we will talk about high-interest pledging in the cryptocurrency circle and century-long bonds on Wall Street together, and you will find that this is exactly the same set of traps.
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'.
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'.
The Real Logic Behind Binance 'Pumping' Vanar: Not to Drive Prices Up, but to 'Invite Stability'
According to the usual script, the exchange suddenly intensifies its focus on a project, which can only mean three things: listing fees, inflating trading volume, and riding the hype. But what you mentioned this time (AMA, CreatorPad) — its 'input-output ratio' clearly doesn't seem to be just for creating a short-term spike. It feels more like doing one thing: preemptively positioning as the 'infrastructure entry' for the next round of narrative.
Let me put the conclusion upfront: Binance is not just pumping this 'coin' $VANRY ; it looks more like they are pushing a combination of 'AI + compliance + seamless user experience' that they themselves need. @Vanarchain is the most useful glove in this set of punches. I speculate this based on the following arguments:
Let me put the conclusion upfront: Binance is not just pumping this 'coin' $VANRY ; it looks more like they are pushing a combination of 'AI + compliance + seamless user experience' that they themselves need. @Vanarchain is the most useful glove in this set of punches. I speculate this based on the following arguments:
DeFiLlama is the face, Bridge is the substance. The Plasma event concludes perfectly, why did I choose to hold on tightly?
When the 'traffic entrance' meets the 'fiat blood vessel', I understand the ultimate outcome of Plasma.
As the last article in this @Plasma series of events, today's conclusion can simply be described as 'perfect.' This morning, I woke up to two major news items flooding the screen:
1. DeFiLlama officially includes Plasma: This means recognition from the mainstream DeFi perspective, and the floodgates of traffic have opened.
2. Bridge (@Stablecoin) officially announces support for Plasma: This means that the fiat channel has been opened.
Most people are cheering for DeFiLlama's icon, but I've been staring at Bridge's announcement for a long time. Because for veteran investors, Llama is the 'face' shown to retail investors, while Bridge is the 'substance' that determines life and death.
As the last article in this @Plasma series of events, today's conclusion can simply be described as 'perfect.' This morning, I woke up to two major news items flooding the screen:
1. DeFiLlama officially includes Plasma: This means recognition from the mainstream DeFi perspective, and the floodgates of traffic have opened.
2. Bridge (@Stablecoin) officially announces support for Plasma: This means that the fiat channel has been opened.
Most people are cheering for DeFiLlama's icon, but I've been staring at Bridge's announcement for a long time. Because for veteran investors, Llama is the 'face' shown to retail investors, while Bridge is the 'substance' that determines life and death.
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
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
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
The project party admits: $VANRY is the "oil of everything"! Every U paid by Web2 users is secretly helping us pump the price?
Yesterday's AMA, I estimate not many people watched it, right? I'll share a part that is most related to us. Yes, it's about the coin price.
AMA screenshot
It turns out we have always referred to it as "digital oil"
@Vanarchain CEO Jawad threw out an extremely sexy definition: "$VANRY is the oil of everything." Many might just pass it off, thinking it's just the project party bragging. But I pondered the logic behind it, and this is not bragging at all; it's simply the naked "wealth code."
Previously, we were worried that Web2 users would have difficulty entering because they didn't want to buy coins. Now Vanar says: "It's okay, you can just pay in U." Hearing this, do you feel it's bearish? Do you think no one is buying? This is actually a super bullish sign! Today, I will thoroughly analyze the logic behind this "invisible buying" for you, and after reading it, you will understand why I say the current price is like giving away money.
AMA screenshot
It turns out we have always referred to it as "digital oil"
@Vanarchain CEO Jawad threw out an extremely sexy definition: "$VANRY is the oil of everything." Many might just pass it off, thinking it's just the project party bragging. But I pondered the logic behind it, and this is not bragging at all; it's simply the naked "wealth code."
Previously, we were worried that Web2 users would have difficulty entering because they didn't want to buy coins. Now Vanar says: "It's okay, you can just pay in U." Hearing this, do you feel it's bearish? Do you think no one is buying? This is actually a super bullish sign! Today, I will thoroughly analyze the logic behind this "invisible buying" for you, and after reading it, you will understand why I say the current price is like giving away money.
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
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
I just wanted to withdraw U from Huobi, only to find that Plasma is not yet supported. At that moment, I was not angry, but rather saw the final opportunity.
Plasma: A technical review and final deduction on 'liquidity potential'.
Just now, I was preparing to withdraw some USDT from Huobi to add to my position on the Plasma chain. When I opened the withdrawal page and selected the network - there was no Plasma.
If you are a novice, you might complain about Huobi's slow actions.
But as an old hand who has been in the circle for many years, this 'uneven' access state has shown me the true quality of Plasma's fundamentals.
In this final technical summary, I want to set aside all candlesticks and emotions, and from the perspective of 'infrastructure engineering', tell everyone why the overall situation of Plasma is already determined.
Just now, I was preparing to withdraw some USDT from Huobi to add to my position on the Plasma chain. When I opened the withdrawal page and selected the network - there was no Plasma.
If you are a novice, you might complain about Huobi's slow actions.
But as an old hand who has been in the circle for many years, this 'uneven' access state has shown me the true quality of Plasma's fundamentals.
In this final technical summary, I want to set aside all candlesticks and emotions, and from the perspective of 'infrastructure engineering', tell everyone why the overall situation of Plasma is already determined.
Don't wait for Seedance, if you want to get those 10 BNB from He Yi, you first need to learn how to use MyNeutron.ai to master film industrialization.
Recently, this wave of 'Six Major Sects Attacking Bright Summit' AI short drama competition has raised the prize pool, and the community's enthusiasm has skyrocketed. Everyone is talking about Seedance 2.0, and some even think that 'once the model is in hand, you can just lie down and win.' Let me pour a basin of cold water: Seedance is still in A/B testing, and ordinary people cannot obtain stable production capacity; more critically, AI video has never been about 'writing a prompt and producing a masterpiece'; that is called self-entertainment, not creation. What truly makes a difference is whether you have a workflow that can be repeatedly replicated, can control consistency, and can produce complete works.
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
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
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
From the 2600 $XPL I received, understanding the 'Plasma Moment' in global payroll payments
I just took a look at the rewards center, and the CreatorPad rewards from Plasma have been credited, totaling 2600 $XPL . To be honest, based on the current coin price, this amount is just enough for a nice meal. But I don't plan to exchange it for U to sell— even though the staking hasn't been opened yet, I intend to just leave them there for now. Not only because I don't have the habit of 'selling at the floor', but also because at the moment I saw this 'salary' credited, I suddenly realized that this might be the closest I've been to what's called 'Mass Adoption' in Web3.
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