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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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PEPE 'Three-Part Series' (Part 2): Stuffing a Frog into the CasinoThe lightning war and cruel truth of 2023 Finally, we've arrived at the main storyline of the crypto world. In April 2023, the PEPE token made its debut in an extremely 'punchable' manner. It had no whitepaper, no roadmap, and the official website simply stated 'mainly for entertainment.' Reuters at the time quoted their disclaimer: no intrinsic value, don't expect financial returns. In 2023, the frog officially took over the casino But did the market listen? Not at all. The market only cares about two things: First, is the cognitive cost low enough? (Seeing a frog means understanding, no explanation needed) Second, is the dissemination speed fast enough? (The speed of memes will always outpace rationality)

PEPE 'Three-Part Series' (Part 2): Stuffing a Frog into the Casino

The lightning war and cruel truth of 2023
Finally, we've arrived at the main storyline of the crypto world.
In April 2023, the PEPE token made its debut in an extremely 'punchable' manner. It had no whitepaper, no roadmap, and the official website simply stated 'mainly for entertainment.' Reuters at the time quoted their disclaimer: no intrinsic value, don't expect financial returns.

In 2023, the frog officially took over the casino
But did the market listen? Not at all. The market only cares about two things:
First, is the cognitive cost low enough? (Seeing a frog means understanding, no explanation needed)

Second, is the dissemination speed fast enough? (The speed of memes will always outpace rationality)
PEPE 'Trilogy' (Part 2): The frog Pepe is 'possessed' and then 'reclaimed': The controversies, Rare Pepes, and the prehistory of NFTsIf what I just wrote in [上集是温馨喜剧](https://www.binance.com/zh-CN/square/post/291877193428082?sqb=1) is a heartwarming comedy (you can click the link to watch it if you haven't), then the second part is a magical realism thriller. When a meme becomes a national symbol, it is no longer just a meme; it is a weapon. In the mid-2010s, Pepe became embroiled in a complex political vortex. Because it was so useful, people from different camps adopted it as a banner. It was even temporarily included by the ADL (Anti-Defamation League) in that somewhat intimidating list. But this frog itself is innocent; it has just been 'possessed' by different ideologies.

PEPE 'Trilogy' (Part 2): The frog Pepe is 'possessed' and then 'reclaimed': The controversies, Rare Pepes, and the prehistory of NFTs

If what I just wrote in 上集是温馨喜剧 is a heartwarming comedy (you can click the link to watch it if you haven't), then the second part is a magical realism thriller.
When a meme becomes a national symbol, it is no longer just a meme; it is a weapon.
In the mid-2010s, Pepe became embroiled in a complex political vortex. Because it was so useful, people from different camps adopted it as a banner. It was even temporarily included by the ADL (Anti-Defamation League) in that somewhat intimidating list. But this frog itself is innocent; it has just been 'possessed' by different ideologies.
PEPE 'Three-part series' (Part 1): How a 'depressed frog' ruled the internet and wreaked havoc in the crypto world?How a frog ruled the internet: from (Boy’s Club) to 'feels good man' I just saw #PEPE突破下行趋势线 unexpectedly become a trending topic, it surprised me. These past few days my old frog $PEPE has regained some health, and my mood has improved a little. I was thinking, since I'm writing something anyway, I might as well share the story about #PEPE‏ to help everyone's mood a bit, especially since the New Year is tomorrow. I can say I'm a halfway OG of PEPE; this guy has made me several BTC in the past, and now he's back to his original form. There are feelings involved, but I won't ramble on; let's get to the main text.

PEPE 'Three-part series' (Part 1): How a 'depressed frog' ruled the internet and wreaked havoc in the crypto world?

How a frog ruled the internet: from (Boy’s Club) to 'feels good man'
I just saw #PEPE突破下行趋势线 unexpectedly become a trending topic, it surprised me. These past few days my old frog $PEPE has regained some health, and my mood has improved a little. I was thinking, since I'm writing something anyway, I might as well share the story about #PEPE‏ to help everyone's mood a bit, especially since the New Year is tomorrow. I can say I'm a halfway OG of PEPE; this guy has made me several BTC in the past, and now he's back to his original form. There are feelings involved, but I won't ramble on; let's get to the main text.
Brothers, have you seen that screenshot of "the Senate wants to regulate AI training"? My first reaction was: these old fellows in America have finally realized that the biggest problem with AI is not whether it's "smart" or not, but rather "it's unclear who it is, where it learned from, and what it learned". Once the black box is opened, copyright issues explode, and illusions drift away; in the end, who takes the blame? So they simply come up with the most straightforward logic: register first, keep records, and hold accountable. For example, the recent CLEAR Act promoted by Senators Schiff / Curtis essentially requires model developers to disclose copyrighted works used in training data before release (and even retrospectively for already released models), and to establish a public database and penalty mechanisms. In simple terms: first, submit AI's "household register" and "learning records" to me. Then I suddenly understood: why Vanar has been stubbornly working on that Seed / Neutron / Kayon system regardless of whether the currency price is sideways or stagnant this year. Other projects love to talk about "faster TPS" and "flashy Agents", but when regulation really kicks in, you will find that speed cannot solve the issue of evidence. If you let AI do transactions, customer service, compliance, and finance — as long as it makes one mistake, and the regulator asks, "what was its basis at the time, where did the data come from, and how did the logic lead to this step?", a bunch of projects would be left speechless. Vanar's approach is more like: first make "memories" into traceable units (Seed), and then put "actions" into verifiable frameworks (Kayon). You can think of it as giving AI three things: Household register: who you are, what you've learned, and where you came from; Dashcam: what basis you relied on for this decision; Fuse: actions that do not comply with the rules, do not go on-chain, do not execute. So, the matter of "registering AI" is seen by others as regulatory pressure to complete homework; on Vanar's side, it feels more like the homework was finished early, just waiting for the teacher to collect it. When regulation starts rewarding "traceability, auditability, and explainability", those projects that can only perform AI will find it increasingly difficult to operate; while this architecture built from the ground up on "trace and verify" will only become more valuable as regulations tighten. #vanar @Vanar $VANRY {spot}(VANRYUSDT)
Brothers, have you seen that screenshot of "the Senate wants to regulate AI training"? My first reaction was: these old fellows in America have finally realized that the biggest problem with AI is not whether it's "smart" or not, but rather "it's unclear who it is, where it learned from, and what it learned". Once the black box is opened, copyright issues explode, and illusions drift away; in the end, who takes the blame? So they simply come up with the most straightforward logic: register first, keep records, and hold accountable. For example, the recent CLEAR Act promoted by Senators Schiff / Curtis essentially requires model developers to disclose copyrighted works used in training data before release (and even retrospectively for already released models), and to establish a public database and penalty mechanisms. In simple terms: first, submit AI's "household register" and "learning records" to me.

Then I suddenly understood: why Vanar has been stubbornly working on that Seed / Neutron / Kayon system regardless of whether the currency price is sideways or stagnant this year. Other projects love to talk about "faster TPS" and "flashy Agents", but when regulation really kicks in, you will find that speed cannot solve the issue of evidence. If you let AI do transactions, customer service, compliance, and finance — as long as it makes one mistake, and the regulator asks, "what was its basis at the time, where did the data come from, and how did the logic lead to this step?", a bunch of projects would be left speechless. Vanar's approach is more like: first make "memories" into traceable units (Seed), and then put "actions" into verifiable frameworks (Kayon). You can think of it as giving AI three things:

Household register: who you are, what you've learned, and where you came from;
Dashcam: what basis you relied on for this decision;
Fuse: actions that do not comply with the rules, do not go on-chain, do not execute.

So, the matter of "registering AI" is seen by others as regulatory pressure to complete homework; on Vanar's side, it feels more like the homework was finished early, just waiting for the teacher to collect it. When regulation starts rewarding "traceability, auditability, and explainability", those projects that can only perform AI will find it increasingly difficult to operate; while this architecture built from the ground up on "trace and verify" will only become more valuable as regulations tighten.
#vanar @Vanarchain $VANRY
AI can even grow tomatoes better than humans, and Vanar's stubbornness with Seed suddenly makes sense.Recently, you must have come across that "AI planting tomatoes" thing: it's not just a laboratory toy, but a serious greenhouse planting competition. The algorithm takes over the entire greenhouse — lights, heating, CO₂, water and fertilizer, density, harvesting timing, all decisions are made by the model itself, and in the end, everything is calculated based on "profit." One edition even specifically selected dwarf tomatoes that are more suitable for automation, where the team let the algorithm run through the entire planting process, and then unified the weighing, calculated yield, costs, and profits. The championship was won by a team from Zhejiang University. The truly frightening point about this is not that "AI can grow vegetables," but rather: it proves that AI can already make continuous decisions in the real world, and those decisions can lead to profits or losses.

AI can even grow tomatoes better than humans, and Vanar's stubbornness with Seed suddenly makes sense.

Recently, you must have come across that "AI planting tomatoes" thing: it's not just a laboratory toy, but a serious greenhouse planting competition. The algorithm takes over the entire greenhouse — lights, heating, CO₂, water and fertilizer, density, harvesting timing, all decisions are made by the model itself, and in the end, everything is calculated based on "profit." One edition even specifically selected dwarf tomatoes that are more suitable for automation, where the team let the algorithm run through the entire planting process, and then unified the weighing, calculated yield, costs, and profits. The championship was won by a team from Zhejiang University. The truly frightening point about this is not that "AI can grow vegetables," but rather: it proves that AI can already make continuous decisions in the real world, and those decisions can lead to profits or losses.
Grooming and hitting local dogs, as well as leading Alpha to new projects, the most tormenting thing is not the Gas fee, but the pop-ups. I remember why I followed Xiao C, it's because he came up with a way to authorize in advance during Alpha's new launch, allowing him to sell 1 or 2 seconds earlier than others. Then a certain K wallet launched a smart account: it can batch, can pay on behalf, and can automate part of the process. However, the Sessions with @fogo takes another path: it is not optimizing pop-ups, but eliminating them. In the #Fogo ecosystem, when you enter an application (game, social, trading tool), you only sign once, just like logging into a Web2 account. After signing, a temporary session key is generated, which will complete a series of signing actions for you in the background during its validity period. You can continuously defeat monsters 100 times or perform 100 operations continuously, and the blockchain will still keep track, but you won't see a single pop-up. Many AA solutions add an extra layer of smart contract systems at the account level, ultimately requiring users or project parties to bear the experience and cost. However, the idea behind Sessions is more like turning "delegated authorization/session state" into a capability that can be used at the bottom level, lightweight, direct, and suitable for high-frequency scenarios, especially for high-density operational applications like chain games and social interactions. The most important thing is the security logic: now the smart accounts in web3 wallets will issue serious security reminders after being opened, as there is indeed a significant security exposure. But the brilliance of Sessions lies in: it doesn't prevent you from signing, but rather clarifies the boundaries with a single signature. The permissions of the FOGO session key can be locked within three lines: Time-limited: automatically invalid after expiration Quota: maximum spending limit Domain-limited: can only interact with specified applications/contracts So even if you're worried about extreme situations—session keys being stolen, all it can do is "click a few times within this cage," without touching your real core assets. Regular Web3 wallets are trying hard to make the "bank counter" more user-friendly. Meanwhile, Fogo Sessions directly turns Web3 into Web2—making blockchain technology completely "disappear" in user experience. For high-frequency trading, full-chain gaming, and social applications, this is not just an icing on the cake, but a generational leap in infrastructure. #Fogo @fogo $FOGO {spot}(FOGOUSDT)
Grooming and hitting local dogs, as well as leading Alpha to new projects, the most tormenting thing is not the Gas fee, but the pop-ups. I remember why I followed Xiao C, it's because he came up with a way to authorize in advance during Alpha's new launch, allowing him to sell 1 or 2 seconds earlier than others.

Then a certain K wallet launched a smart account: it can batch, can pay on behalf, and can automate part of the process. However, the Sessions with @Fogo Official takes another path: it is not optimizing pop-ups, but eliminating them. In the #Fogo ecosystem, when you enter an application (game, social, trading tool), you only sign once, just like logging into a Web2 account. After signing, a temporary session key is generated, which will complete a series of signing actions for you in the background during its validity period. You can continuously defeat monsters 100 times or perform 100 operations continuously, and the blockchain will still keep track, but you won't see a single pop-up.

Many AA solutions add an extra layer of smart contract systems at the account level, ultimately requiring users or project parties to bear the experience and cost. However, the idea behind Sessions is more like turning "delegated authorization/session state" into a capability that can be used at the bottom level, lightweight, direct, and suitable for high-frequency scenarios, especially for high-density operational applications like chain games and social interactions.

The most important thing is the security logic: now the smart accounts in web3 wallets will issue serious security reminders after being opened, as there is indeed a significant security exposure. But the brilliance of Sessions lies in: it doesn't prevent you from signing, but rather clarifies the boundaries with a single signature.

The permissions of the FOGO session key can be locked within three lines:
Time-limited: automatically invalid after expiration
Quota: maximum spending limit
Domain-limited: can only interact with specified applications/contracts
So even if you're worried about extreme situations—session keys being stolen, all it can do is "click a few times within this cage," without touching your real core assets.

Regular Web3 wallets are trying hard to make the "bank counter" more user-friendly. Meanwhile, Fogo Sessions directly turns Web3 into Web2—making blockchain technology completely "disappear" in user experience. For high-frequency trading, full-chain gaming, and social applications, this is not just an icing on the cake, but a generational leap in infrastructure.
#Fogo @Fogo Official $FOGO
Looking at $0.023 Fogo, I feel like I've returned to the eve of BNB0.15: history does not repeat itself, but it always rhymes.Today I originally planned to write a New Year's greeting for BNB, kept flipping through the materials, and suddenly discovered something astonishing. @fogo This project, I seem to have sensed something. The first time I saw it The creator activity, my first reaction is "Ugh, here we go again, just finished writing those few, let's continue with this one," the same mechanical logic, looking at Twitter, peeling the white paper, studying his ecosystem. Then I saw Binance Earn launched an activity, clicked to participate, just that simple, time to grab some benefits. But just now, I seemed to hear the sound of historical gears turning.

Looking at $0.023 Fogo, I feel like I've returned to the eve of BNB0.15: history does not repeat itself, but it always rhymes.

Today I originally planned to write a New Year's greeting for BNB, kept flipping through the materials, and suddenly discovered something astonishing. @Fogo Official This project, I seem to have sensed something.
The first time I saw it

The creator activity, my first reaction is "Ugh, here we go again, just finished writing those few, let's continue with this one," the same mechanical logic, looking at Twitter, peeling the white paper, studying his ecosystem. Then I saw Binance Earn launched an activity, clicked to participate, just that simple, time to grab some benefits.

But just now, I seemed to hear the sound of historical gears turning.
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: @Vanar '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 {future}(VANRYUSDT)
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
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.

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.
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%.

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%.
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 @Vanar $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
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.

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.
$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 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.'
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 @Vanar . 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'. {future}(VANRYUSDT)
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 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. @Vanar is the most useful glove in this set of punches. I speculate this based on the following arguments:

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:
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.

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.
·
--
Bullish
Yesterday, after watching the AMA of @Vanar x @BinanceSquareCN , 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 {spot}(VANRYUSDT)
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
The project party admits: $VANRY is the "oil of everything"! Every U paid by Web2 users is secretly helping us pump the price?Yesterday's AMA, I estimate not many people watched it, right? I'll share a part that is most related to us. Yes, it's about the coin price. AMA screenshot It turns out we have always referred to it as "digital oil" @Vanar CEO Jawad threw out an extremely sexy definition: "$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.

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.
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
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
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