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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AI is absurdly hot right now, with new models, new concepts, and new 'revolutions' emerging every day. It's lively, but I keep reminding myself of an old saying: during a gold rush, the ones who make the most money are often not the ones digging for gold, but those selling shovels and picks. Most of the gold diggers from the 19th century lost their lives on the way; the ones who truly became wealthy were those selling the tools to them.
The current AI race is essentially a crazier gold rush. Everyone is betting on who will be the final 'super model': GPT? Claude? Or some sudden dark horse? To be honest, I don’t know who will last until the end, nor do I want to bet on it. What I care more about is: regardless of who wins, who will be the underlying tool that everyone cannot avoid?
This is why I started to pay serious attention to @Vanarchain . In the latest AMA, the CEO's statement about 'Shovels and Picks' was very straightforward: they want to turn #vanar into the shovel and pick for Web3. If you think about it carefully, this positioning is actually quite insidious — it doesn’t compete with models on parameters, nor with applications on traffic; it aims to occupy a more upstream position: memory + auditing.
Models will change, narratives will shift, but there are two things in the 'business world' that will never be lacking:
First, memory. An agent cannot know you today and treat you as a stranger tomorrow. To act as a steward, to conduct transactions, to approve, to operate, it must have long-term memory.
Second, accountability. When something goes wrong, there must be a way to hold someone accountable, to audit, to have a 'black box'. Companies will not hand over critical processes to an AI that makes mistakes and pretends to be innocent.
What Vanar does is create these two tools: enabling AI to remember and be accountable. It doesn’t matter if you are GPT or Claude; whoever becomes king in the future is irrelevant — as long as you want to enter the 'Business Critical' arena, you have to supplement memory and auditing. The shovels are right there; anyone digging for gold has to use them.
So my attitude towards $VANRY is very simple: I don’t expect it to soar every day, but I prefer to regard it as a fundamental stock that can 'cross bull and bear markets'. The market fluctuates up and down, trending topics change daily, but those selling shovels don’t rely on excitement to make a living; they survive on essential needs. That’s the confidence it gives me to 'hold on'.
The current AI race is essentially a crazier gold rush. Everyone is betting on who will be the final 'super model': GPT? Claude? Or some sudden dark horse? To be honest, I don’t know who will last until the end, nor do I want to bet on it. What I care more about is: regardless of who wins, who will be the underlying tool that everyone cannot avoid?
This is why I started to pay serious attention to @Vanarchain . In the latest AMA, the CEO's statement about 'Shovels and Picks' was very straightforward: they want to turn #vanar into the shovel and pick for Web3. If you think about it carefully, this positioning is actually quite insidious — it doesn’t compete with models on parameters, nor with applications on traffic; it aims to occupy a more upstream position: memory + auditing.
Models will change, narratives will shift, but there are two things in the 'business world' that will never be lacking:
First, memory. An agent cannot know you today and treat you as a stranger tomorrow. To act as a steward, to conduct transactions, to approve, to operate, it must have long-term memory.
Second, accountability. When something goes wrong, there must be a way to hold someone accountable, to audit, to have a 'black box'. Companies will not hand over critical processes to an AI that makes mistakes and pretends to be innocent.
What Vanar does is create these two tools: enabling AI to remember and be accountable. It doesn’t matter if you are GPT or Claude; whoever becomes king in the future is irrelevant — as long as you want to enter the 'Business Critical' arena, you have to supplement memory and auditing. The shovels are right there; anyone digging for gold has to use them.
So my attitude towards $VANRY is very simple: I don’t expect it to soar every day, but I prefer to regard it as a fundamental stock that can 'cross bull and bear markets'. The market fluctuates up and down, trending topics change daily, but those selling shovels don’t rely on excitement to make a living; they survive on essential needs. That’s the confidence it gives me to 'hold on'.
The Real Logic Behind Binance 'Pumping' Vanar: Not to Drive Prices Up, but to 'Invite Stability'
According to the usual script, the exchange suddenly intensifies its focus on a project, which can only mean three things: listing fees, inflating trading volume, and riding the hype. But what you mentioned this time (AMA, CreatorPad) — its 'input-output ratio' clearly doesn't seem to be just for creating a short-term spike. It feels more like doing one thing: preemptively positioning as the 'infrastructure entry' for the next round of narrative.
Let me put the conclusion upfront: Binance is not just pumping this 'coin' $VANRY ; it looks more like they are pushing a combination of 'AI + compliance + seamless user experience' that they themselves need. @Vanarchain is the most useful glove in this set of punches. I speculate this based on the following arguments:
Let me put the conclusion upfront: Binance is not just pumping this 'coin' $VANRY ; it looks more like they are pushing a combination of 'AI + compliance + seamless user experience' that they themselves need. @Vanarchain is the most useful glove in this set of punches. I speculate this based on the following arguments:
DeFiLlama is the face, Bridge is the substance. The Plasma event concludes perfectly, why did I choose to hold on tightly?
When the 'traffic entrance' meets the 'fiat blood vessel', I understand the ultimate outcome of Plasma.
As the last article in this @Plasma series of events, today's conclusion can simply be described as 'perfect.' This morning, I woke up to two major news items flooding the screen:
1. DeFiLlama officially includes Plasma: This means recognition from the mainstream DeFi perspective, and the floodgates of traffic have opened.
2. Bridge (@Stablecoin) officially announces support for Plasma: This means that the fiat channel has been opened.
Most people are cheering for DeFiLlama's icon, but I've been staring at Bridge's announcement for a long time. Because for veteran investors, Llama is the 'face' shown to retail investors, while Bridge is the 'substance' that determines life and death.
As the last article in this @Plasma series of events, today's conclusion can simply be described as 'perfect.' This morning, I woke up to two major news items flooding the screen:
1. DeFiLlama officially includes Plasma: This means recognition from the mainstream DeFi perspective, and the floodgates of traffic have opened.
2. Bridge (@Stablecoin) officially announces support for Plasma: This means that the fiat channel has been opened.
Most people are cheering for DeFiLlama's icon, but I've been staring at Bridge's announcement for a long time. Because for veteran investors, Llama is the 'face' shown to retail investors, while Bridge is the 'substance' that determines life and death.
Yesterday, after watching the AMA of @Vanarchain x @币安广场 , I thought about how my mom has recently become obsessed with 'Dou Bao,' constantly talking about how 'Dou Bao said.' It gives me a headache: these days, if AI says something, people take it as a decree. But the reality is harsh—most AI models, many times, truly resemble what project teams complain about: a goldfish brain. You give it a task, and while it's running, it forgets what it's doing, and in the end, it seriously talks nonsense with you.
What's scarier than it making mistakes is that it makes mistakes and doesn't admit it. What's the most devastating scene in the business world? It's not AI failing; it's when it fails and then turns to you and asks, 'Work? What work?' Imagine this: millions of orders are messed up by it, and it acts like nothing happened—this is not intelligence; this is 'amnesia.'
That's why I've always said: AI doesn't lack intelligence; it lacks discipline. You have to make it 'remember' and make it 'accountable.' The value point of the Vanar line is this: it's not just creating a chatty model; it's anchoring on-chain—locking the entire process of the AI Agent (Before / During / Outcome) on the chain.
This is equivalent to putting a tight restraining spell on AI: how you think, how you act, and what you achieve will all leave immutable evidence. No matter how 'Dou Bao' tries to argue in the future, the on-chain record will tell you: whether you did it, how you did it, and who should bear the blame.
In the gold rush, those who dig for gold often die halfway, while those who sell shovels end up getting rich. Those who build models may not necessarily be the winners in the end, but those who create 'memory' and 'audit' as foundational infrastructure are more likely to reap the longest dividends.
Don't trust a goldfish's memory—trust the records of the blockchain.
#vanar $VANRY
What's scarier than it making mistakes is that it makes mistakes and doesn't admit it. What's the most devastating scene in the business world? It's not AI failing; it's when it fails and then turns to you and asks, 'Work? What work?' Imagine this: millions of orders are messed up by it, and it acts like nothing happened—this is not intelligence; this is 'amnesia.'
That's why I've always said: AI doesn't lack intelligence; it lacks discipline. You have to make it 'remember' and make it 'accountable.' The value point of the Vanar line is this: it's not just creating a chatty model; it's anchoring on-chain—locking the entire process of the AI Agent (Before / During / Outcome) on the chain.
This is equivalent to putting a tight restraining spell on AI: how you think, how you act, and what you achieve will all leave immutable evidence. No matter how 'Dou Bao' tries to argue in the future, the on-chain record will tell you: whether you did it, how you did it, and who should bear the blame.
In the gold rush, those who dig for gold often die halfway, while those who sell shovels end up getting rich. Those who build models may not necessarily be the winners in the end, but those who create 'memory' and 'audit' as foundational infrastructure are more likely to reap the longest dividends.
Don't trust a goldfish's memory—trust the records of the blockchain.
#vanar $VANRY
The project party admits: $VANRY is the "oil of everything"! Every U paid by Web2 users is secretly helping us pump the price?
Yesterday's AMA, I estimate not many people watched it, right? I'll share a part that is most related to us. Yes, it's about the coin price.
AMA screenshot
It turns out we have always referred to it as "digital oil"
@Vanarchain CEO Jawad threw out an extremely sexy definition: "$VANRY is the oil of everything." Many might just pass it off, thinking it's just the project party bragging. But I pondered the logic behind it, and this is not bragging at all; it's simply the naked "wealth code."
Previously, we were worried that Web2 users would have difficulty entering because they didn't want to buy coins. Now Vanar says: "It's okay, you can just pay in U." Hearing this, do you feel it's bearish? Do you think no one is buying? This is actually a super bullish sign! Today, I will thoroughly analyze the logic behind this "invisible buying" for you, and after reading it, you will understand why I say the current price is like giving away money.
AMA screenshot
It turns out we have always referred to it as "digital oil"
@Vanarchain CEO Jawad threw out an extremely sexy definition: "$VANRY is the oil of everything." Many might just pass it off, thinking it's just the project party bragging. But I pondered the logic behind it, and this is not bragging at all; it's simply the naked "wealth code."
Previously, we were worried that Web2 users would have difficulty entering because they didn't want to buy coins. Now Vanar says: "It's okay, you can just pay in U." Hearing this, do you feel it's bearish? Do you think no one is buying? This is actually a super bullish sign! Today, I will thoroughly analyze the logic behind this "invisible buying" for you, and after reading it, you will understand why I say the current price is like giving away money.
I just took a look at the usage of $XPL on DeFiLlama and found it interesting.
Given the current market situation and the fact that XPL staking hasn't started yet, what's the use of it now? This means that holding XPL currently does not come with 'risk-free interest.' But look at what happened in this chart?
Binance CEX (4.94m):
Even without staking rewards, market makers and institutions are still maintaining a depth of $40 million in the exchange. This indicates that they are preparing for large-scale trading rather than simply earning interest.
Uniswap V3 (1.24m):
This point is the most intriguing. While native staking hasn't opened, large holders are eagerly throwing XPL into Aave as collateral and into Uniswap as LP.
This shows that XPL has already acquired the properties of a 'hard currency'—it is recognized as a premium asset in DeFi protocols, and not just a mining token with one purpose.
The current liquidity reflects the real demand in a completely 'incentive-free' state.
Imagine, once the staking functionality officially opens in Q1, when the gate for 'holding coins to earn interest' opens:
The tens of millions of liquidity in the exchange will be instantly drained to lock up, and the circulating supply in the market will sharply deplete. The current Usage data is actually the last calm before the 'supply shock.' Those who understand will naturally get it.
#Plasma $XPL @Plasma
Given the current market situation and the fact that XPL staking hasn't started yet, what's the use of it now? This means that holding XPL currently does not come with 'risk-free interest.' But look at what happened in this chart?
Binance CEX (4.94m):
Even without staking rewards, market makers and institutions are still maintaining a depth of $40 million in the exchange. This indicates that they are preparing for large-scale trading rather than simply earning interest.
Uniswap V3 (1.24m):
This point is the most intriguing. While native staking hasn't opened, large holders are eagerly throwing XPL into Aave as collateral and into Uniswap as LP.
This shows that XPL has already acquired the properties of a 'hard currency'—it is recognized as a premium asset in DeFi protocols, and not just a mining token with one purpose.
The current liquidity reflects the real demand in a completely 'incentive-free' state.
Imagine, once the staking functionality officially opens in Q1, when the gate for 'holding coins to earn interest' opens:
The tens of millions of liquidity in the exchange will be instantly drained to lock up, and the circulating supply in the market will sharply deplete. The current Usage data is actually the last calm before the 'supply shock.' Those who understand will naturally get it.
#Plasma $XPL @Plasma
Don't wait for Seedance, if you want to get those 10 BNB from He Yi, you first need to learn how to use MyNeutron.ai to master film industrialization.
Recently, this wave of 'Six Major Sects Attacking Bright Summit' AI short drama competition has raised the prize pool, and the community's enthusiasm has skyrocketed. Everyone is talking about Seedance 2.0, and some even think that 'once the model is in hand, you can just lie down and win.' Let me pour a basin of cold water: Seedance is still in A/B testing, and ordinary people cannot obtain stable production capacity; more critically, AI video has never been about 'writing a prompt and producing a masterpiece'; that is called self-entertainment, not creation. What truly makes a difference is whether you have a workflow that can be repeatedly replicated, can control consistency, and can produce complete works.
Brothers, tonight's AMA at Binance Square x Vanar, I feel it's not that simple.
Not just because Binance is officially hosting it, but also because the logic behind it is too 'coincidental'.
Everyone think about it, what does Binance need the most right now?
Web3 wallets. AI track.
And what does @Vanarchain have in hand?
Google one-click login: Perfectly increases wallet users.
Neutron/Kayon: Ready-made AI memory and verification layer.
Is this just a coincidence?
I boldly speculate: Does Binance value Vanar so much because they are playing a big game?
Could Vanar become the 'AI plugin' for Binance's Web3 wallet? Or become the 'technical channel' for Binance to introduce Web2 users?
If this is true, then this is not just a simple collaboration; this is ecological integration, and the valuation logic has completely changed.
I'm just guessing.
But to verify this speculation, I must go listen to tonight's live broadcast.
Is it really a 'technical marriage'? We'll find out in our live broadcast. 🕵️♂️
#vanar $VANRY
Not just because Binance is officially hosting it, but also because the logic behind it is too 'coincidental'.
Everyone think about it, what does Binance need the most right now?
Web3 wallets. AI track.
And what does @Vanarchain have in hand?
Google one-click login: Perfectly increases wallet users.
Neutron/Kayon: Ready-made AI memory and verification layer.
Is this just a coincidence?
I boldly speculate: Does Binance value Vanar so much because they are playing a big game?
Could Vanar become the 'AI plugin' for Binance's Web3 wallet? Or become the 'technical channel' for Binance to introduce Web2 users?
If this is true, then this is not just a simple collaboration; this is ecological integration, and the valuation logic has completely changed.
I'm just guessing.
But to verify this speculation, I must go listen to tonight's live broadcast.
Is it really a 'technical marriage'? We'll find out in our live broadcast. 🕵️♂️
#vanar $VANRY
Plasma conducts scientific research, Giggle focuses on education, and they do not rely on anyone's "kindness"; they rely on "mechanisms." The most ruthless aspect of the blockchain is: code is the rule. As long as the chain is running and transactions are happening, contracts are executed automatically, with deductions, distributions, and settlements not delayed by a second. It does not ask you to do good deeds; it writes "good deeds" into the system's default settings.
Giggle takes the educational path: ensuring that every transaction and every use continuously sends resources to where they are most needed—allowing poor children to learn and acquire skills, truly "teaching them how to fish."
Plasma is even more interesting: it transforms high-frequency, rigid payment flows (like salary settlements) into long-term funding sources, and then directs the money towards the research system—chips, computing power, laboratories, papers, toolchains. You can think of it as the "water, electricity, and coal of DeSci": it is not just a one-time donation, but creates a stable cash flow pipeline for research.
When viewed together, these two actually represent a dual system: Giggle equips "people" with skills, while Plasma equips the "world" with tools. One teaches more people to fish, while the other enables humanity to invent better fishing rods. The key point is: they transform "doing good deeds" from a moral choice into an automatic process within the financial system—no need for payment reminders, no need to beg, and no need to consider anyone's mood.
@Plasma #Plasma $XPL
Giggle takes the educational path: ensuring that every transaction and every use continuously sends resources to where they are most needed—allowing poor children to learn and acquire skills, truly "teaching them how to fish."
Plasma is even more interesting: it transforms high-frequency, rigid payment flows (like salary settlements) into long-term funding sources, and then directs the money towards the research system—chips, computing power, laboratories, papers, toolchains. You can think of it as the "water, electricity, and coal of DeSci": it is not just a one-time donation, but creates a stable cash flow pipeline for research.
When viewed together, these two actually represent a dual system: Giggle equips "people" with skills, while Plasma equips the "world" with tools. One teaches more people to fish, while the other enables humanity to invent better fishing rods. The key point is: they transform "doing good deeds" from a moral choice into an automatic process within the financial system—no need for payment reminders, no need to beg, and no need to consider anyone's mood.
@Plasma #Plasma $XPL
From the 2600 $XPL I received, understanding the 'Plasma Moment' in global payroll payments
I just took a look at the rewards center, and the CreatorPad rewards from Plasma have been credited, totaling 2600 $XPL . To be honest, based on the current coin price, this amount is just enough for a nice meal. But I don't plan to exchange it for U to sell— even though the staking hasn't been opened yet, I intend to just leave them there for now. Not only because I don't have the habit of 'selling at the floor', but also because at the moment I saw this 'salary' credited, I suddenly realized that this might be the closest I've been to what's called 'Mass Adoption' in Web3.
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
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 $XPL
I wasn't called for the live broadcast
Abobo-阿布
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[Replay] 🎙️ USD1存款年化率16%,一个月的增速52%，在稳定币市场进入了top5 ,市值突破 50 亿美元。4000万美元$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.
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.
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 . 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
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 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.
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 @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, 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 @Vanarchain $VANRY
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.
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.
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.
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