In my opinion, the most easily misunderstood point about @Walrus 🦭/acc is that it appears as if 'decentralized storage = cheaper hard drives', but what it really aims to achieve is more like an on-chain infrastructure for BLOB big data—not just to store, but also to be directly callable by contracts, to enable new combinations, and to form an economic closed loop on-chain. This is why many classify it as 'storage', while I prefer to view it as a 'data layer infrastructure project'.
Where exactly do the 'storage advantages' lie? 1. Use erasure coding to reduce costs: not relying on replication for safety, but using engineering solutions for efficiency.
#walrus$WAL I think the more "special" part of Walrus lies in its product form: it directly integrates storage space with blobs as resources and objects on the Sui chain. The official documentation clearly states that storage space on Sui is a resource that can be owned, split/merged, and transferred; blobs are also represented as objects, allowing smart contracts to check whether blobs are available, how long they are available for, renew them, or even optionally delete them. Walrus Docs+1 This brings a completely different composability compared to the traditional "storage API + payment": storage is no longer just an external service, but a part of on-chain assets, naturally adapting to data availability (DA), game asset management, decentralized websites, and more complex data billing and permission logic. @Walrus 🦭/acc
Recently, I’ve noticed more and more people engaging in oral activities, possibly because the alpha brothers have arrived, and alpha has also been struggling lately. In situations where it’s hard to survive, it’s possible that there’s no profit. OWL, the king of shipments, is also getting into competitions; let's randomly pick one to see. Let's chat about@Dusk
Dusk's current demand is regulated finance that can operate on the chain. Financial institutions do not require a completely transparent ledger, but rather an infrastructure that can support smart contracts and asset combinations, ensure settlement efficiency, and not expose counterparty relationships, balance scales, and position structures to the entire network. Official materials clearly position it as: a privacy blockchain for compliant scenarios—institutions must adhere to real-world rules, while users should have the ability for confidential transfers and balance protection.
Plasma is the 'voltage stabilizing operator' in the payment world
Today, I also saw on Twitter that some people received orders from black Binance. The business war is still as simple and unadorned as ever, putting on this performance of Old Ma VSCZ😂 Back to the main topic Why do I refer to @Plasma as the operator of the 'voltage stabilizing grid'? You cannot see its dazzling appearance, nor will it be repeatedly mentioned in advertisements, but as soon as it has a problem, the lights in the entire city will flicker, major merchants' cash registers will crash, and users' payments will fail. The biggest pain point in the payment sector has never been whether or not one can transfer money, but whether it can be as stable, predictable, and readily available as electricity. The existence of Plasma is to transform on-chain payments from an occasionally usable innovative toy into a public utility that can be relied upon at scale.
In the crypto market, many people encounter the same illusion when they first link into a business system: the on-chain shows success, so they assume everything is over. But the real trouble often starts here—because the business world cares not only about 'whether it has been written into the block' but also about 'whether each system has reached the same conclusion.'
@Vanarchain The result has always been about 'clarity, not speed.' Speed allows systems to handle more requests, but clarity gives systems the confidence to automatically accept results. Many chains excel at packaging transactions into blocks but struggle to deliver business semantics: success, failure, partial success, retryable, requires manual confirmation... These may only be events or logs at the technical level, but at the process level, they represent different paths, different boundaries of responsibility, and different accounting methodologies.
@Dusk Its important role also lies in network service fees, transaction fees, and node incentives. XSC confidential security contracts are programmable equity agreements issued, traded, and managed by enterprises, with use cases including whitelisting, dividend payments, shareholder voting, stock splitting, asset registration, etc. The project team has a strong background in cryptography. Coupled with the support of a formal Dutch securities exchange, Dusk's future has just begun to take its first steps into privacy finance. #dusk $DUSK
@Vanarchain The overall narrative is reflected in the application of artificial intelligence AI, Layer 1 chains, web games, and entertainment measures. From the application of AI technology, it shows the project's grand layout for its Web3 development, where Vanar hopes to attract investors related to ESG concepts. A perfect aspect is that Vanar's Gaming sector will provide developers with a complete toolkit, enabling them to create more Web3 gaming experiences. In the past, Vanar has also collaborated with NVIDIA; let's see what new narratives Vanar will bring to the market in the new year. #vanar $VANRY
Today we will briefly talk about the performance and interesting stories of @Plasma at launch. In mid-July last year, Plasma launched its first public sale of tokens, publicly selling 1 billion XPL at a valuation of $5B, with a total subscription of about $370 million by the end of the date. As we all know, Plasma is an L1 stablecoin payment chain, making a name for itself with 'zero Gas' fees, backed by top endorsements led by Bitfinex and top venture capital Framework······ Before the TGE, there was also a wave of USDT locked investment rewards in collaboration with Binance, and at that time, the market was rushing to fill as much as possible. Interestingly, if you participated in the first subscription of Plasma, even if you had 1U left in your quota after a refund, you would directly receive $10,000 upon launch with $XPL However, many regretted not getting in due to high ETH transaction fees! This is indeed a true case; even a big player who previously made quick profits in a group only invested a few hundred but received this generous $10,000. In such a chaotic operation, Plasma became a hot topic among profit-seekers at that time. Plasma collaborated with Tether to introduce the original ecological USDT chain, which violently increased from 4M USDT to 37M within a week of launch, proving that the market's enthusiasm at that time was extremely high! If you haven't used the Plasma chain, you can try transferring; the fees are low, and the transfer speed is comparable to other payment chains. #Plasma
This coin, $PIGGY , was said to be a false alarm for hacker attacks at the time. In the end, I saw their wallets filled with a pile of insider trading + the top 10 addresses dumped millions of coins. The circulation is also fake. This is the most disgusting stick coin I have ever played with.
The uniqueness of Walrus lies precisely in these two points.
@Walrus 🦭/acc is decentralized storage as a 'cheaper hard drive', also making the storage for large binary data (BLOB) programmable, composable, and a basic infrastructure that can be directly consumed by smart contracts. Where are the characteristics centered on storage specifically implemented? 1: Through advanced erasure coding, Walrus's storage can maintain a difference of 5 times the storage capacity! Each block has its dedicated storage node, which makes users feel more reliable compared to traditional replication types, as the protocol stores each block on every node.
#walrus$WAL @Walrus 🦭/acc 's core innovation is RedStuff—a two-dimensional erasure coding protocol designed to simultaneously address the longstanding issues of "high redundancy overhead" and "massive fault recovery bandwidth." The key information presented in the paper is quite solid: achieving high security with an approximate replication factor of 4.5x, and featuring "self-healing recovery," where the bandwidth required for recovery is proportional to the amount of lost data, rather than close to the scale of the entire data set; more critically, it extends the "storage challenge" to asynchronous networks, preventing attackers from exploiting network delays to validate without actually storing data.
Fixed fee + 3 seconds block time? Vanar turns L1 into a budgetable application foundation!
From the perspective of 'delivering large-scale applications', Vanar's core is not to reiterate the old story of 'faster and cheaper', but to rewrite the key capabilities of the chain into a business commitment closer to cloud services: 1. Costs are predictable 2. Experience can be stable 3. Rules are explainable In many mainstream EVM networks, the volatility of Gas fees directly transmits to the application side: subsidy strategies are difficult to maintain in the long term, peak experience is cliff-like, and unit economic models cannot be reused. Vanar chooses to intervene at the protocol level, proposing a fixed fee anchored in dollar value, and dynamically calibrating costs through the internal pricing mechanism, allowing 'the cost of each interaction' to be directly budgeted by product managers and finance teams. This is crucial for high-frequency scenarios such as payments, in-game purchases, ticketing, and content platforms, echoing the saying: 'cheap is not scarce, but budgetable is scarce.'
What Dusk wants to solve is not 'to create another public chain'
@Dusk intends to transport regulated financial models onto the chain, requiring programmability, composability, low-friction settlement, while not fully exposing counterparties, balances, and positions to public view. While emphasizing privacy and meeting compliance requirements, it aims to provide users with confidential balances and discreet transfer capabilities.
The practicality of $DUSK mainly reflects in: compliance implementation and privacy available for auditing, its narrative primarily revolves around frameworks like MiCA/MiFID II/DLT Pilot Regime/GDPR, aiming to transport identity, permissions... rules to the entire chain process, rather than relying solely on manual and traditional forms for statistics.
#dusk$DUSK @Dusk 's positioning has always been privacy-first, emphasizing regulation and financial narrative flow of the L1 chain. Its selling point is not that I can run more general dApps, but that I can embed disclosure, permissions, and compliance rules into protocols/applications while trying to avoid permanently exposing sensitive information on the public ledger. This also reflects its emphasis on RWA-type assets. Their privacy design is also quite interesting Used for transparent public trading And confidential transfer capabilities can shield transactions! Their consensus exists in the availability of data and supports privacy-oriented trading models.
What are the advantages of the Plasma public chain L1?
Today, with the update of the square, the ranking of <cm-14/> has finally been released. Although my ranking is a bit low now, for small traders like us, I will still try to write a bit, just in case I make it in, haha.
To get to the point, today let's talk about the Plasma chain, what exactly makes it attractive? Plasma is an L1 chain that uses stablecoin payments. As the king of payment chains at the peak last year, there is still a day of decline. When it was launched, the most attractive point was the 'zero-fee USDT transfers' on the Plasma chain. I personally often use the Plasma chain for transfers, and the speed of transferring is indeed quite impressive. Moreover, the fees can be ignored. This is very suitable for users who frequently transfer funds using this chain.
《Why is Plasma not being accepted by the market?》 In the entire market, what are the few points that everyone agrees on under the competition of public chains? 1: Real on-chain data, income 2: Unique positioning 3: Increased customer confirmation Currently, my understanding is that Plasma is a chain with decent performance, but its ecosystem can still be considered in the early stages? Since the second half of 2025, the crypto world has lacked too many narratives. The absence of new narratives also means there is no new capital involvement. When $XPL a new narrative arrives, and the rights of its own tokens increase even more, will it also become a point of interest for the market? Today's price rebound is indeed quite good, although it is still far from the peak. In this environment, surviving while waiting for new narratives and new capital to arrive. XPL may still have a day to take off. #Plasma #XPL @Plasma
The ecology of @Vanarchain is indeed very directional. The first choice must be in the gaming aspect, helping every developer create new blockchain games on the L1 chain, realizing the idea of transitioning from Web2 to Web3. Vanar also operated in the metaverse sector early on, mainly focusing on Virtua Metaverse, promoting the development of native tokens. In the face of frequent competition among public chains, the price of $VANRY is already at a very low level compared to 2024. Can all public chain tokens achieve better growth? This does not depend on many unrelated matters; what needs more attention is the growth of the Vanar ecosystem and on-chain data. Only then will new funds be attracted to fluctuate! #vanar #VANRY
As an old player of alpha, I vaguely remember the birth of @Plasma in September, which was truly surprising, including Binance Wealth Management giving away $XPL . When everyone thought that a selling pressure at the million level could bring XPL down, it actually surged above 1 dollar that day despite all the selling pressure. What is even more outrageous is that during the initial launch, the small amount of Plasma tokens brought a value of $9999. From these aspects, the project's vision is very large, with low transaction fees and fast chain transfer speeds, which is beyond doubt. I hope XPL can rise again! #Plasma