LC药师先生_万币侯

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

Yesterday, a small incident happened that gave me an epiphany about the underlying logic of @Dusk . I went to the airport to pick up my sister who had just returned from Switzerland. It had been a long time since we last met, and we were chatting so excitedly that I took a wrong turn. Seeing that there was no one around and no cameras, I stepped on the gas and made an illegal U-turn. As a result, my sister was so scared that her face turned pale, insisting that we couldn't turn around here. I casually replied, 'It's fine, there are no cameras, no one saw it.' She ended up criticizing me for the entire night, saying how disciplined I used to be when driving in the UK, and how I had changed now. In Europe, rules are rules; compliance is the baseline, not just because there are cameras.

At that moment, I suddenly understood why Dusk can succeed. Many people think that Dusk's biggest tag is 'Privacy.' Subconsciously, what everyone wants is the thrill of 'no cameras, doing whatever.' Wrong! Completely wrong! The core attribute of Dusk is actually 'Compliance.'

It's like my Swiss sister; it protects privacy, but at its core, it is extremely rule-oriented. This is why DuskTrade can carry 300 million euros worth of RWA assets. Because those European banks and exchanges do not like us retail investors who enjoy 'no cameras and random U-turns.' What they need is 'to drive safely with the curtains drawn on the road of compliance.' What Dusk offers is this 'compliant and private' vehicle.

Finally, let me share a logic for getting rich: since DuskTrade is the only place for compliant asset trading in future Europe (just like Nasdaq), how big will the demand be for its fuel — the $DUSK token? What kind of benefits will there be? Token holders can imagine BNB? MNT? M? Is the current price still at the floor? Take a brother's advice: while not many understand 'European thinking' now, hurry and stock up on some fuel.
#dusk

Tonight I guess I'll have to sleep on the sofa. A few days ago, to make my girlfriend happy, she bought a dress from a designer brand by a certain country's designer, over 700 dollars. When it arrived, I found the material to be terrible. I thought, why not just return it? But when I contacted customer service, they coldly replied, "Our terms of service state that sales are final."

I was furious. After so many years in America, I had gotten used to the attitude of "return anything if you're not satisfied," and suddenly being faced with this kind of attitude, where they take your money and refuse to acknowledge it, made me sick. Looking at that unwearable dress and then at the expressionless Orange Sama next to me, I suddenly found it ironic: in the so-called "Web2 real economy," sometimes businesses are worse than those sketchy crypto projects.

With a belly full of anger, I opened the plaza and started writing about @Plasma , suddenly remembering Plasma's MiCA white paper, which mentioned: buyers have a 14-day unconditional full refund right, with no fees. At that moment, I was both angry and amused. In this dark forest filled with "pool withdrawals," "Pixiu plates," and "exchange disconnections," Plasma actually dares to promise you "buyer’s remorse" in black and white?

What does this indicate?
1. Confidence: Only legitimate players in the trillion-dollar stablecoin payment business (like Tether/Peter Thiel's investment) can afford to make such commitments.
2. Compliance: To obtain the EU MiCA license, it must ensure user protection at bank-level standards.

That $700 dress is a burden in my hands, but this money has helped me understand Plasma's value. We often think the crypto space is risky, but if you choose the right foundational projects like Plasma, it actually follows the rules better than the real world. The $XPL is still grinding on the floor, but I am not worried at all. After all, a project that dares to promise "unconditional refunds" is not aiming to quickly cash out, but rather to become the Visa of Web3.
#Plasma

Brothers, take a look at this orange cat in my profile picture. It looks quite harmless, but it has really driven me to despair recently. Because it is not yet old enough for the neutering 'snip', this guy has been marking his territory everywhere. My expensive King Koil mattress has already been soaked... 😭
Should I hit him? I'm a rational person and can't bring myself to do that. Should I teach him? It's completely useless; he forgets as soon as you turn away, and his nature can't be changed. Before I take him to the hospital to 'get snipped', I have no choice but to endure.

This suddenly makes me think of the current AI. Today's AI Agent is exactly like my orange cat: smart but without memory. You chat with it for a while, and when you close the window, it 'forgets'; just like my cat, as soon as I teach him to use the litter box, he turns around and makes a mess on the bed again.

I've been crazily researching @Vanarchain . Many public chains are racing in speed, but only Vanar is racing for 'brains'. What they are doing is essentially giving AI a 'hippocampus'. It makes AI no longer a disposable chatbot but a true intelligent agent that can have permanent memory, remember your preferences, and accumulate experience.

Looking at the current price of $VANRY 0.0063, I think it's very reasonable. This is an infrastructure for implanting 'memory chips' into AI, a necessity among necessities. To be honest, let alone 0.0063. If spending this money could allow my 'Orange Sama' to have Neutron and immediately remember 'no peeing on the bed'... No matter how much the price increases, I would sell everything to buy it for him! 😤
#vanar

If there's a signal but no order is placed, and an order is placed without taking profit or loss, that all falls under self-destructive behavior. But did I exit too early? Forget it, it's the weekend, making enough for a can of cat food is fine.

Brothers, the one-month exploration journey of @Dusk is about to come to an end.
Looking back, we have experienced the shock of 300 million euros in assets from NPEX, witnessed the birth of the Piecrust virtual machine, and endured the darkest moments of the market over the past two days.

Now Dusk has begun to rise against the trend. This shows that our previous logic—RWA real economy support + strong control by major players—holds completely true. But I'm not posting this today to boast; I want to remind the brothers who haven't started yet: the 'Creator Task' of Dusk x Binance Square has entered the final sprint phase! Many brothers ask, 'The price has risen and I'm afraid to chase, and I can't write as well as the big V, does that mean I have no chance?'

This activity is very sincere; even if you can't get into the top 100, as long as you meet the basic requirements, there is also the 'Sunshine Award.' In the current market, making some U is not easy. The rise in Dusk's price is a pleasant surprise, but this task reward is something you can get just by moving your fingers.
Just write a few sentences about your views on Dusk (such as compliance, privacy, 300 million euros in assets), tag it and post it. Don't be lazy! At this time, earn more U; when the bull market comes, it could be hundreds of U. Taking advantage of the current heat, hurry up and secure a spot; even a fly's leg is meat, don't wait until the event ends to slap your thigh!

Let's agree: in 2026, on the day when DuskTrade sets sail with assets, we will dig out this 'time capsule' and celebrate with champagne!
#dusk @Dusk $DUSK