Binance Square

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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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.

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.
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Bullish
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 @Vanar 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 {spot}(VANRYUSDT)
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 {future}(XPLUSDT)
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
From the 2600 $XPL I received, understanding the 'Plasma Moment' in global payroll paymentsI 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.

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.
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 {spot}(XPLUSDT)
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 $XPL
I wasn't called for the live broadcast
I wasn't called for the live broadcast
Abobo-阿布
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[Replay] 🎙️ USD1存款年化率16%,一个月的增速52%,在稳定币市场进入了top5 ,市值突破 50 亿美元。4000万美元$WLFI空投进行中
05 h 59 m 44 s · 3.1k listens
Back then, to save my data, I used alcohol to clean the cartridge; now I buy $VANRY because I don't want AI to become a fool with only 7 seconds of memory.A few days ago in the live stream, I was chatting and reminiscing about playing video games every day as a child. I remembered when I was in Houston last year browsing Game Stop and bought a bunch of old game discs. Today, I dug them out and took a look, and in that moment, I could almost smell the scent of alcohol and cotton swabs. Tenchi Muyo, Sakura Wars, and Gundam were my favorite games back then. Kids today have no idea about the pain we experienced back in our day. They have cloud saves and auto saves when playing games. But during the era of the FC Famicom and MD, the scariest part of playing RPGs wasn't the crazy bosses, but losing your save data. At that time, hundreds of hours of effort relied on that one little battery inside the cartridge. If the battery died, or if the cartridge had a bad connection, turning it on would reveal—no save data. That feeling of the sky collapsing was more painful than a breakup.

Back then, to save my data, I used alcohol to clean the cartridge; now I buy $VANRY because I don't want AI to become a fool with only 7 seconds of memory.

A few days ago in the live stream, I was chatting and reminiscing about playing video games every day as a child. I remembered when I was in Houston last year browsing Game Stop and bought a bunch of old game discs. Today, I dug them out and took a look, and in that moment, I could almost smell the scent of alcohol and cotton swabs.

Tenchi Muyo, Sakura Wars, and Gundam were my favorite games back then.
Kids today have no idea about the pain we experienced back in our day. They have cloud saves and auto saves when playing games. But during the era of the FC Famicom and MD, the scariest part of playing RPGs wasn't the crazy bosses, but losing your save data. At that time, hundreds of hours of effort relied on that one little battery inside the cartridge. If the battery died, or if the cartridge had a bad connection, turning it on would reveal—no save data. That feeling of the sky collapsing was more painful than a breakup.
The central bank has once again cut ties; I understand why Dusk will be the 'final winner' of this cycle.Today is the last article. I don't want to talk about K-line charts, technology, or white papers anymore; I want to discuss the sky above our heads (policy). Recently, the news about 'China prohibits RWA' has been rampant, causing panic among people. But when you understand the in-depth tweet from Dusk's CTO yesterday, you will realize: is this really bad news? This is clearly a battle cry for m-73 to dominate the European market. A familiar 'policy panic' These days, doesn't it feel like we have returned to a few years ago? Back to 312, 519? The screen is full of news saying 'China prohibits RWA' and 'even overseas is not allowed to post.' This reminds me that just a few months ago, Hong Kong was enthusiastically developing Web3, and suddenly the wind changed. Many people see the word 'prohibit' and their knees go weak, thinking that the RWA track is going to cool down. If you think so too, then you have been deceived by this appearance.

The central bank has once again cut ties; I understand why Dusk will be the 'final winner' of this cycle.

Today is the last article. I don't want to talk about K-line charts, technology, or white papers anymore; I want to discuss the sky above our heads (policy). Recently, the news about 'China prohibits RWA' has been rampant, causing panic among people. But when you understand the in-depth tweet from Dusk's CTO yesterday, you will realize: is this really bad news? This is clearly a battle cry for m-73 to dominate the European market.

A familiar 'policy panic'
These days, doesn't it feel like we have returned to a few years ago? Back to 312, 519? The screen is full of news saying 'China prohibits RWA' and 'even overseas is not allowed to post.' This reminds me that just a few months ago, Hong Kong was enthusiastically developing Web3, and suddenly the wind changed. Many people see the word 'prohibit' and their knees go weak, thinking that the RWA track is going to cool down. If you think so too, then you have been deceived by this appearance.
Yesterday, a small incident happened that gave me an epiphany about the underlying logic of @Dusk_Foundation . 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
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
PLASMA Financial Project Yuzu Money: The Most Comprehensive Guide Online, Helping You Grab the First Airdrop of 2026Let's talk about feelings. After the crash, my USDT has decreased over these past few days. If it weren't for my brother @laoduxiansheng2023 pulling me up, I really can't say what my situation would be like now. I'm a typical 'miner mentality' old veteran. The BTC I hold is something I would never sell. On regular days, I rely on mortgaging these spot assets to borrow USDT for airdrop points and earn interest. A few days ago, that wave of plummeting prices honestly scared the hell out of me. To prevent being forcibly liquidated, I had to return most of the idle USDT I had at a low price. Although I was luckier than those brothers who directly went bankrupt with contracts, the reality is that the liquid funds (USDT) I have for 'making money' have decreased significantly.

PLASMA Financial Project Yuzu Money: The Most Comprehensive Guide Online, Helping You Grab the First Airdrop of 2026

Let's talk about feelings. After the crash, my USDT has decreased over these past few days. If it weren't for my brother @LD老毒先生_万币侯 pulling me up, I really can't say what my situation would be like now. I'm a typical 'miner mentality' old veteran. The BTC I hold is something I would never sell. On regular days, I rely on mortgaging these spot assets to borrow USDT for airdrop points and earn interest.
A few days ago, that wave of plummeting prices honestly scared the hell out of me. To prevent being forcibly liquidated, I had to return most of the idle USDT I had at a low price. Although I was luckier than those brothers who directly went bankrupt with contracts, the reality is that the liquid funds (USDT) I have for 'making money' have decreased significantly.
That afternoon in 1998, I felt like a 'god' for the first time: Vanar made me regain the creative pleasure lost for 20 years.That summer, I turned code into magic. Brothers, today we won't talk about K lines, let's talk about the lost youth. Last night, while studying @Vanar 's documentation, I suddenly stared blankly at the screen for a long time. That feeling was very much like that summer of 1998. Back then, I was still in high school and managed to get a CD named (The Games Factory). In an era where everyone only played (Red Alert) and (Xianjian), this software told me, 'Stop playing other people's games, come and make your own game.' I didn’t need to understand C++, I just needed to drag an 'alien' icon in and set a logic: 'When the bullet collides with the alien -> alien destroyed + 10 points.' When I pressed 'run,' watching that pixelated little person jump under my command gave me goosebumps all over.

That afternoon in 1998, I felt like a 'god' for the first time: Vanar made me regain the creative pleasure lost for 20 years.

That summer, I turned code into magic.
Brothers, today we won't talk about K lines, let's talk about the lost youth.
Last night, while studying @Vanarchain 's documentation, I suddenly stared blankly at the screen for a long time. That feeling was very much like that summer of 1998. Back then, I was still in high school and managed to get a CD named (The Games Factory). In an era where everyone only played (Red Alert) and (Xianjian), this software told me, 'Stop playing other people's games, come and make your own game.' I didn’t need to understand C++, I just needed to drag an 'alien' icon in and set a logic: 'When the bullet collides with the alien -> alien destroyed + 10 points.' When I pressed 'run,' watching that pixelated little person jump under my command gave me goosebumps all over.
Brothers, did you see the news from Wall Street just now? Alibaba Cloud has officially launched the full suite of Moltbot (Clawdbot) services! Not only can it call the Q&A large model, but it has also integrated DingTalk and iMessage. The signal is too obvious: 2026 will be the first year of the 'AI intelligent entity'. Do you understand the industrial chain? Alibaba Cloud/Google Cloud: Provides 'houses' (servers/computing power). Vanar: Provides 'furniture' (Neutron memory) and 'butler' (Kayon verification). Even if you run Moltbot on Alibaba Cloud, if you want it to remember your chat history from iMessage last week, or if you want it to make secure transactions on-chain, you still can't bypass Vanar's tech stack. The giants are fighting, and infrastructure benefits. Vanar has long been in bed with Google Cloud, and now Alibaba has also heated up the track. No matter who wins, Vanar, which sells shovels, is guaranteed to win. In this track where global giants are lifting you up, what else are you worried about? Hold your chips and watch the show!🎭 #vanar @Vanar $VANRY {future}(VANRYUSDT)
Brothers, did you see the news from Wall Street just now? Alibaba Cloud has officially launched the full suite of Moltbot (Clawdbot) services! Not only can it call the Q&A large model, but it has also integrated DingTalk and iMessage. The signal is too obvious: 2026 will be the first year of the 'AI intelligent entity'.

Do you understand the industrial chain?
Alibaba Cloud/Google Cloud: Provides 'houses' (servers/computing power).
Vanar: Provides 'furniture' (Neutron memory) and 'butler' (Kayon verification).
Even if you run Moltbot on Alibaba Cloud, if you want it to remember your chat history from iMessage last week, or if you want it to make secure transactions on-chain, you still can't bypass Vanar's tech stack.
The giants are fighting, and infrastructure benefits.
Vanar has long been in bed with Google Cloud, and now Alibaba has also heated up the track.
No matter who wins, Vanar, which sells shovels, is guaranteed to win.
In this track where global giants are lifting you up, what else are you worried about? Hold your chips and watch the show!🎭
#vanar @Vanarchain $VANRY
I guessed wrong... Vanar didn't create a new robot; it directly equipped the hottest OpenClaw with a 'second brain'!Faster than Axon: 'Lightning War' Brothers, I must admit that my previous prediction was slightly off. I thought would release Axon (the agent in that mosaic image) first, making a big splash. Instead, the official announcement dropped a bombshell last night: Neutron API for OpenClaw. After carefully reading the documentation, I slapped my thigh: Amazing! This move is truly brilliant! Vanar chose not to compete directly with the Agent platforms in the market but instead opted to become their 'accessory'. Now OpenClaw (that little lobster) is the hottest AI agent in the open-source community. Vanar has directly created an API interface for it. This means Vanar doesn't have to recruit developers to reinvent the wheel; it has directly 'parasitized' on the vast ecosystem of OpenClaw. As long as you are a developer of OpenClaw, you can now use Vanar's technology.

I guessed wrong... Vanar didn't create a new robot; it directly equipped the hottest OpenClaw with a 'second brain'!

Faster than Axon: 'Lightning War'

Brothers, I must admit that my previous prediction was slightly off.
I thought
would release Axon (the agent in that mosaic image) first, making a big splash.
Instead, the official announcement dropped a bombshell last night: Neutron API for OpenClaw.
After carefully reading the documentation, I slapped my thigh: Amazing! This move is truly brilliant! Vanar chose not to compete directly with the Agent platforms in the market but instead opted to become their 'accessory'.
Now OpenClaw (that little lobster) is the hottest AI agent in the open-source community. Vanar has directly created an API interface for it. This means Vanar doesn't have to recruit developers to reinvent the wheel; it has directly 'parasitized' on the vast ecosystem of OpenClaw. As long as you are a developer of OpenClaw, you can now use Vanar's technology.
When ETFs can't save Bitcoin's 'rollercoaster' market, the value of Dusk's 'RWA ballast' is being repriced by Wall Street.Even Bloomberg has 'given in': when BTC loses its 'safe-haven halo,' compliant privacy becomes valuable. Just now, Bloomberg senior analyst Eric Balchunas published a lengthy reflection. When Bitcoin was officially defined as a 'persistently high volatility' asset, the 300 million euro physical asset behind it became the 'stabilizing force' that allows institutions to sleep soundly. A major event has occurred in the financial world, but many people may not have understood its deeper meaning. Bloomberg ETF senior analyst Eric Balchunas tweeted a 'reflection.' The core message is simple: admit mistakes. He originally thought that with the arrival of ETFs, Bitcoin would become as stable as gold, and volatility would decrease. What happened? Reality hit hard. When OGs (early big holders) dumped, the market still crashed, and even crashed harder.

When ETFs can't save Bitcoin's 'rollercoaster' market, the value of Dusk's 'RWA ballast' is being repriced by Wall Street.

Even Bloomberg has 'given in': when BTC loses its 'safe-haven halo,' compliant privacy becomes valuable.
Just now, Bloomberg senior analyst Eric Balchunas published a lengthy reflection. When Bitcoin was officially defined as a 'persistently high volatility' asset, the 300 million euro physical asset behind it became the 'stabilizing force' that allows institutions to sleep soundly.

A major event has occurred in the financial world, but many people may not have understood its deeper meaning. Bloomberg ETF senior analyst Eric Balchunas tweeted a 'reflection.' The core message is simple: admit mistakes. He originally thought that with the arrival of ETFs, Bitcoin would become as stable as gold, and volatility would decrease. What happened? Reality hit hard. When OGs (early big holders) dumped, the market still crashed, and even crashed harder.
Tether has just frozen $544 million of Turkish black U (suspected illegal activities). Surely there will be a bunch of 'decentralized fundamentalists' jumping out to criticize: USDT is not safe! Tether is dictatorial! Bro, wake up. This $540 million in freezing rights is precisely the biggest talisman that allows USDT to survive to this day and achieve a market value of $120 billion. Why does the regulator (SEC/DOJ) tolerate Tether? Because Tether is obedient, can cooperate with law enforcement, and can lock dirty money on the chain. This is called 'regulatable anonymity'. Once you understand this, you will understand why Tether invests in Plasma. Plasma has built a set of 'inherently compliant' infrastructure (BitGo custody/MiCA standards) at the base level; what they want to establish is not an anonymous black market, but a global payment network that is 'compliant, controllable, and even has KYC attributes'. Dirty money finds it hard to move on the chain, only compliant funds can enter the market with confidence and boldness. This is a cleansing process. #Plasma @Plasma $XPL
Tether has just frozen $544 million of Turkish black U (suspected illegal activities).
Surely there will be a bunch of 'decentralized fundamentalists' jumping out to criticize: USDT is not safe! Tether is dictatorial!
Bro, wake up.
This $540 million in freezing rights is precisely the biggest talisman that allows USDT to survive to this day and achieve a market value of $120 billion.
Why does the regulator (SEC/DOJ) tolerate Tether? Because Tether is obedient, can cooperate with law enforcement, and can lock dirty money on the chain. This is called 'regulatable anonymity'.
Once you understand this, you will understand why Tether invests in Plasma.
Plasma has built a set of 'inherently compliant' infrastructure (BitGo custody/MiCA standards) at the base level; what they want to establish is not an anonymous black market, but a global payment network that is 'compliant, controllable, and even has KYC attributes'.
Dirty money finds it hard to move on the chain, only compliant funds can enter the market with confidence and boldness.
This is a cleansing process.
#Plasma @Plasma $XPL
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[Replay] 🎙️ WLFI (World Liberty Financial) 项目深度解析报告
03 h 32 m 32 s · 1.9k listens
【Pharmacist News Insights】Are you all digging through Epstein's list for gossip? Shallow. The database dug up by AI actually tells a terrifying fact: while we were still treating $BTC as a geek toy, the real 'top players' had already entered the scene. I looked through a circle of decrypted files and only smelled the rotten stench of money and power colluding. The most eye-catching name on the list is Brock Pierce (co-founder of Tether), who, back in 2008—note this time point, when Bitcoin had just been born—was already in Epstein's mansion, demonstrating Bitcoin face-to-face to former U.S. Treasury Secretary Larry Summers. It doesn't end there; Bitcoin core developers directly emailed Epstein for research funding, and the confidential fundraising documents of top VC Blockchain Capital were also lying in his files. Epstein himself was even writing an in-depth analysis of Libra just two weeks before his arrest. Do you understand? The so-called 'decentralized revolution' was actually relying on the most centralized brokers like Epstein to connect the dots in the early days. He held the technical geeks in his left hand and the treasury secretaries who set the rules in his right, completing the earliest resource exchanges. Don't be too naive to shout slogans. In this market, the information gap is the biggest class barrier. When you entered the scene in 2017 thinking you were an early bird, these people had already split the cake at the table of power ten years ago. The early bird gets the meat because the early bird was already living in 'Rome.'
【Pharmacist News Insights】Are you all digging through Epstein's list for gossip? Shallow. The database dug up by AI actually tells a terrifying fact: while we were still treating $BTC as a geek toy, the real 'top players' had already entered the scene. I looked through a circle of decrypted files and only smelled the rotten stench of money and power colluding.

The most eye-catching name on the list is Brock Pierce (co-founder of Tether), who, back in 2008—note this time point, when Bitcoin had just been born—was already in Epstein's mansion, demonstrating Bitcoin face-to-face to former U.S. Treasury Secretary Larry Summers.

It doesn't end there; Bitcoin core developers directly emailed Epstein for research funding, and the confidential fundraising documents of top VC Blockchain Capital were also lying in his files. Epstein himself was even writing an in-depth analysis of Libra just two weeks before his arrest.
Do you understand?
The so-called 'decentralized revolution' was actually relying on the most centralized brokers like Epstein to connect the dots in the early days. He held the technical geeks in his left hand and the treasury secretaries who set the rules in his right, completing the earliest resource exchanges.
Don't be too naive to shout slogans. In this market, the information gap is the biggest class barrier. When you entered the scene in 2017 thinking you were an early bird, these people had already split the cake at the table of power ten years ago. The early bird gets the meat because the early bird was already living in 'Rome.'
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SpaceX is merging with xAI through a stock swap. This matter is much scarier than the wild fluctuations in the cryptocurrency market. Musk is building a terrifying "trillion-dollar internal cycle": SpaceX provides energy and network (Starlink). Tesla provides robotic bodies (Optimus). xAI provides superintelligence (Grok). This is a completely closed, highly centralized empire. In the future, your data, your network, your AI, all have to pay taxes to Musk. What should we do? Sit and wait for death? No, the opportunity for Web3 has arrived. The world needs a "decentralized" alternative, an AI infrastructure not monopolized by a single giant. This is the underlying logic I see in Vanar ($VANRY): It partners with Google Cloud (providing computing power). It integrates NVIDIA (providing chips). It utilizes Neutron/Kayon (providing decentralized memory and verification). This is the ultimate game of "Centralized Empire (Musk)" vs "Decentralized Alliance (Vanar/Web3)". Musk wants to be God, while Vanar wants to share the spark with everyone. If you don’t want to live under Musk’s "surveillance" in the future, then support the AI infrastructure of Web3. This battle has just begun.⚔️ #vanar @Vanar $VANRY
SpaceX is merging with xAI through a stock swap. This matter is much scarier than the wild fluctuations in the cryptocurrency market. Musk is building a terrifying "trillion-dollar internal cycle": SpaceX provides energy and network (Starlink). Tesla provides robotic bodies (Optimus). xAI provides superintelligence (Grok).
This is a completely closed, highly centralized empire. In the future, your data, your network, your AI, all have to pay taxes to Musk.

What should we do? Sit and wait for death? No, the opportunity for Web3 has arrived. The world needs a "decentralized" alternative, an AI infrastructure not monopolized by a single giant. This is the underlying logic I see in Vanar ($VANRY ):
It partners with Google Cloud (providing computing power).
It integrates NVIDIA (providing chips).
It utilizes Neutron/Kayon (providing decentralized memory and verification).
This is the ultimate game of "Centralized Empire (Musk)" vs "Decentralized Alliance (Vanar/Web3)".

Musk wants to be God, while Vanar wants to share the spark with everyone.
If you don’t want to live under Musk’s "surveillance" in the future, then support the AI infrastructure of Web3. This battle has just begun.⚔️
#vanar @Vanarchain $VANRY
Alibaba splurges 480 billion to grab graphics cards? After reading this news, I firmly held onto my Vanar.Even the RTX4090 needs to be transported by truck? Insiders revealed that Alibaba plans to increase its investment in AI infrastructure from 380 billion to 480 billion over the next three years! Even overseas, they are using 'trucks' to transport the purchased GPUs. At the most aggressive times, even consumer-grade graphics cards like the RTX4090 were bought in large quantities just to build 'inference clusters.' Meanwhile, ByteDance and Alibaba are set to release new AI models in mid-February. What does this indicate? It indicates that the 'nuclear arms race' in AI has entered a heated stage. The giants are fiercely competing for computing power and models.

Alibaba splurges 480 billion to grab graphics cards? After reading this news, I firmly held onto my Vanar.

Even the RTX4090 needs to be transported by truck?
Insiders revealed that Alibaba plans to increase its investment in AI infrastructure from 380 billion to 480 billion over the next three years!
Even overseas, they are using 'trucks' to transport the purchased GPUs. At the most aggressive times, even consumer-grade graphics cards like the RTX4090 were bought in large quantities just to build 'inference clusters.'
Meanwhile, ByteDance and Alibaba are set to release new AI models in mid-February.
What does this indicate? It indicates that the 'nuclear arms race' in AI has entered a heated stage. The giants are fiercely competing for computing power and models.
I heard that on-chain analyst 'Brother Maji' has once again deposited 198,960 USDC into HyperLiquid, increasing his ETH and HYPE long positions, and opened a new BTC long position. You guys play first, I'll wait a bit longer... Give the market and myself some time to relieve. I survived by luck yesterday, so I am preparing to give the market and myself some time. By the way, let's take a look at the airdrop task on @Plasma . Their Yuzu (@YuzuMoneyX) just officially announced: 4 months, TVL 70 million dollars. They are also planning to establish a Neobank in Southeast Asia. Even in these days of bloodshed in the financial market, this data is still rising. This indicates that real demand cannot decline. Southeast Asia + stablecoins + payments, this is a winning combination. Brothers, hurry up and study Yuzu, this might be the first 'golden shovel' on the Plasma chain. For those who haven't interacted yet, you know what I mean, right? Tomorrow I'll write a tutorial for everyone to critique and correct. #Plasma $XPL
I heard that on-chain analyst 'Brother Maji' has once again deposited 198,960 USDC into HyperLiquid, increasing his ETH and HYPE long positions, and opened a new BTC long position.
You guys play first, I'll wait a bit longer... Give the market and myself some time to relieve. I survived by luck yesterday, so I am preparing to give the market and myself some time. By the way, let's take a look at the airdrop task on @Plasma .
Their Yuzu (@YuzuMoneyX) just officially announced: 4 months, TVL 70 million dollars.
They are also planning to establish a Neobank in Southeast Asia.
Even in these days of bloodshed in the financial market, this data is still rising. This indicates that real demand cannot decline. Southeast Asia + stablecoins + payments, this is a winning combination.
Brothers, hurry up and study Yuzu, this might be the first 'golden shovel' on the Plasma chain.
For those who haven't interacted yet, you know what I mean, right? Tomorrow I'll write a tutorial for everyone to critique and correct.
#Plasma $XPL
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