LC药师先生_万币侯

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

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

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'.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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