Today we want to talk about AI video generation. Although this thing looks very impressive, it encounters many problems in actual commercial applications due to its unreliability.
So this presents some projects focused on solving the reliability and controllability of this AI infrastructure. It brings some opportunities and challenges. Let's first take a look at what shortcomings AI video generation currently has, and what specific obstacles these shortcomings might present for commercial applications? Like when Sora 3.0 just came out, it was indeed very popular, and everyone was posting those videos saying—wow, that's impressive.
But many people complain that the connection between the lenses is actually incoherent, and that after changing scenes, the character's face may change. Such issues make it completely impossible to deliver for them in commercial projects, because this randomness cannot be controlled, especially for video content creation that requires higher quality or precision. It may look lively, but it is fundamentally unusable. This unreliability has already become a bottleneck for AI; it’s not that the capability is insufficient, but rather it's like a genius madman. You never know whether its next output will be a surprise or a shock.
Let’s analyze this @Vanarchain project and its industry background. In this industry, while everyone is chasing demonstration effects, what kind of different direction has Vanar chosen? Vanar has actually placed its bets on solving AI's unreliability. It mainly relies on two technologies, one of which is on-chain memory.
Another aspect is reliable reasoning. It aims to transform AI from an uncontrollable generator into a trustworthy executor. The problem lies in the fact that the entire industry is still in a demo craze. Everyone is vying for attention, and no one wants to engage in the hard labor that truly brings technology to fruition. This is also why, although Vanar has achieved breakthroughs technically, it has not yet welcomed large-scale applications; it feels somewhat like it’s idling.
Let's take another look at Vanar's current market performance and capital flow. What differences in attitude do different investors have towards Vanar in the current market?
In fact, today’s capital flow is particularly interesting; retail investors have been consistently selling small amounts. Yes, many retail investors have lost patience; they feel that this project isn’t increasing in value, so they are leaving first.
Some smart capital is quietly buying on dips, waiting for a breeze, which is when the AI industry's bubble retreats. When companies truly begin to demand that intelligent agents must be auditable, traceable, and sustainable, infrastructure projects like Vanar will become a necessity.
Finally, let's talk about time games and investment strategies. Now that Vanar's price is so sluggish, what exactly is the reason? What strategies should be adopted for investors with different investment cycles?
In fact, the current low price is not because there is something wrong with the project itself. Rather, it is because the time window has not yet arrived. It’s somewhat like going back to the year 2000 when you wanted to do cloud computing. Your direction is correct, but you have to wait until broadband becomes widespread for your time to come. If you are a short-term trader, coming in now will subject you to repeated fluctuations that will wear you down. However, if you firmly believe that in the second half of 2026, AI will evolve from a toy into a real tool, then buying in now might just be the last darkness before dawn. In this market, patience is truly more precious than gold.
