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#币安上线币安人生 $我踏马来了

Let's talk about the developer ecosystem of Vanar; I think this is its hidden trump card.

Many people may only focus on the price of VANRY, but I am more concerned about how many developers are willing to work on this blockchain. A few days ago, I went through Vanar's developer documentation and found that they recently updated several developer toolkits, especially the AI agent development kit, which can directly call NVIDIA's GPU resources. To be honest, this is very attractive for someone like me with a bit of a technical background.

In my opinion, whether a public chain can succeed depends largely on the migration cost for developers. Vanar is now compatible with EVM, so developers from Ethereum can come over with minimal pain. Additionally, with its built-in AI module, writing a smart contract that can trade automatically or interact automatically is much simpler than before. I heard they also have a developer incentive program that distributes VANRY rewards every month to projects that contribute more. Although the specific numbers have not been made public, there are already members in the community sharing that they received grants.

Moreover, I find it interesting that they had a hackathon; the spring season that just ended last month submitted hundreds of projects, many of which are combinations of AI+DeFi or AI+gaming. Although most projects may eventually fail, as long as one or two emerge successfully, they can bring real users to VANRY. I am not the kind of person who only looks at short-term gains; I care more about whether there are new things growing on this chain. From what I see now, while Vanar's developer community may not be as lively as Solana's, the atmosphere is quite genuine, with everyone focused on writing code.

$VANRY
#vanar
@Vanarchain

Let's talk about what I think is the most exciting thing about VANRY recently.

To be honest, during the previous cold market period, although I didn't sell my VANRY, I was indeed a bit anxious. But a few days ago, I saw the official announcement of a formal partnership with NVIDIA, and I suddenly felt invigorated.

I think many people may underestimate the value of this collaboration. This is not just about having a name endorsement, but rather genuinely integrating NVIDIA's CUDA, Tensor, and even the entire Omniverse suite into the Vanar Chain. What does this mean? In my view, developers running AI models, doing 3D rendering, or creating metaverse scenarios on Vanar will have several times the efficiency compared to other chains.

I'm not the type to chase news and buy coins, but this development made me feel that the project team is truly working. Other chains are still boasting theoretical TPS, while Vanar has already enabled developers to use top-tier AI computing power.

Moreover, the market response has also provided positive feedback; the big bullish candle for VANRY after the news was not fake. Of course, I'm not suggesting everyone rush to buy now; I just feel that a project that can get close to NVIDIA and is not just a verbal partnership at least proves its recognition in the tech community.

I have always believed that bull markets look at sentiment, while bear markets look at infrastructure. VANRY is currently the type quietly building infrastructure.
#vanar $VANRY @Vanar

A few days ago, someone asked me if the FOGO project team is foolish, saying they wouldn't want the 20 million USD presale.

My view is quite the opposite. This may be the most brilliant decision I've seen in this circle this year, bar none.

Think about it, those top-tier projects in the past had ridiculous valuations in the VC round, and after going public? Basically, retail investors rushed in to take over, only to see a continuous decline. But FOGO this time directly cut the originally 1 billion valuation down by 2%, permanently destroying 2% of the tokens that the team held, and converted the entire fundraising amount into airdrops for addresses that actually used the product.

This is not just for show.

I've participated in many airdrops myself, and what annoys me the most is when the project team claims to be community-oriented while secretly distributing the allocation cleanly with institutions. FOGO is different this time; when the mainnet launched, they directly unlocked 38.98% of the circulation, with the vast majority in the community's hands. What does this mean? It means that when the price drops, those who can't hold on will sell out, leaving behind real users who have actually used the cross-chain bridge and tested the network.

I believe this round of filtering consensus is much more solid than spending 20 million USD to find market makers to artificially pump the price.

As for that Flames points system, many of my friends initially didn't take it seriously, and now they all regret not doing more cross-chain transactions back then. To be honest, this public chain track doesn't lack technically strong projects; what it lacks are teams willing to share the profits with ordinary users.

FOGO has made a bold move, but it has indeed changed my view of this coin from waiting and watching to holding steady.
#fogo $FOGO @fogo

To be honest, the price of FOGO has fluctuated a lot since its launch, and many people have privately asked me if I'm anxious.

My answer is: I'm really not anxious.

When I look at a project, I first look at what problem it solves. There are too many L1s now, but there are almost none designed specifically for traders. The core members of FOGO have previously worked at Citadel and Jump, and they understand what a low-latency system in traditional finance looks like.

With a block time of 40 milliseconds, 1.3 seconds of finality, and a peak test of 730,000 TPS. These numbers seem like a cold, hard string of data in the chat box, but if you've conducted backtesting for high-frequency strategies, you know what it means to reduce on-chain latency from 400 milliseconds to 40 milliseconds.

It means you can narrow the intervals of grid strategies, it means the cost of NFT sniping increases, and it means market makers are willing to move liquidity here.

In my opinion, everyone is already aesthetically fatigued in this cycle. The era of casually forking an EVM chain and raising funds by just changing a parameter is over.
FOGO has chosen to take the Firedancer purification route, with validation nodes concentrated and hosted in Tokyo's core markets, which does sacrifice some of the so-called politically correct decentralization, but it has gained a low-latency environment that institutions are willing to enter.

I think this is a trade-off. Should everyone be able to run a node, or should it provide a smooth experience like a CEX?

I choose the latter. Because only when the application layer truly operates can the token have long-term value, instead of relying on shouting signals to get by.
#fogo $FOGO @fogo

Let's talk about the technical points of Vanar that really changed my perspective

When I first came across VANRY, it gave people the impression of being a game chain focused on the metaverse and NFTs. But this year, after doing in-depth research, I found that the project has undergone a thorough transformation since the end of last year to the beginning of this year.

Now, the official positioning is the world's first AI-native Layer 1, which is not just a simple change of wording. I took the time to read their Vanar Stack technical architecture, and there are two things that I think are indeed noteworthy.

One is the Neutron layer, which can compress documents like PDFs, contracts, and invoices by 500 times to store them on the chain. I think this direction is correct; blockchain cannot forever only transfer USDT, it must store some meaningful data. The other is the Kayon engine, which essentially gives smart contracts the ability to think, allowing them to read this stored data and make judgments.

My view is that VANRY's greatest moat is not how fast it is or how low the costs are, although it indeed achieves $0.0005 and 3 seconds per block. The real barrier lies in its ability to enable AI agents to truly come alive on the chain.

Recently, I also saw that after the mainnet V23 upgrade, the number of nodes increased by 35%, which indicates that the technology is not just a pie-in-the-sky idea; there are indeed people deploying it. I don't pay much attention to short-term price predictions; even Binance's prediction page says that the current price is too low to predict. What I care about is whether this chain is being used and whether there are developers building on it. Currently, it seems that Vanar is on the rise.
#vanar $VANRY @Vanar

I find that some people tend to measure a project's worth by the amount of funding it has received, but personally, I care more about the actions taken after funding.

FOGO went live on the mainnet on January 15th, and Binance provided a full suite of services including spot, futures, wealth management, and flash exchange on the same day. This isn’t too surprising, but what I find interesting is that on January 28th, Binance TH added a pair of trading pairs FOGO/USDC and FOGO/USDT separately.

Many people may not be familiar with Binance TH, which is a compliant licensed exchange co-founded by Binance and Thailand's Gulf Group, specifically serving the Thai market. My understanding is that this is not simply "adding another liquidity pool", but rather the opening up of compliant fiat currency channels.

Thai users can directly purchase FOGO with local fiat currency without having to go around in a big circle with USDT. For a public chain that focuses on high-frequency trading and institutional liquidity, the importance of compliant deposit channels sometimes outweighs technical parameters.

Additionally, I checked the timeline, and during the third round of the presale, the subscription multiple for FOGO was 40.8 times, raising over 300,000 BNB. What does this indicate? It indicates that the true big players didn’t rush in to grab chips at the moment of listing; rather, those who had access to the presale quotas were already pouring real money in a month earlier.

So my current strategy is very simple: I don't get hung up on a few cents price difference, but focus more on whether there are new applications migrating into the ecosystem each month and whether there are new trading pairs being launched. As long as the development team continues to iterate and the exchange keeps launching new trading pairs, I believe this position is not a hot potato.
#fogo $FOGO @fogo

Talking about the practicality transformation of VANRY at the crossroads

A few days ago, I was watching a discussion where someone referred to the current stage of VANRY as a crossroads. I think this metaphor is quite fitting.

In the past, when we bought VANRY, we were betting on the gaming sector taking off and the users of the Virtua metaverse coming in. But now it’s different, Vanar has started pushing a subscription model for AI tools, and if you want to use Neutron to compress data or Kayon to run inferences, you have to pay with VANRY.

I believe this is the truly noteworthy change. Because once this model takes off, VANRY will no longer just be a gas fee token but a consumable for production tools. The demand is no longer speculative; it is genuinely being utilized.

Some might say that the coin price hasn’t risen yet. My view is that the value release brought by practicality is often lagging. People have become accustomed to the past model where partnerships are announced today and prices surge tomorrow, but VANRY is taking a different path this time. For instance, their global leaderboard activity rewards real interactions with over 6 million VANRY, while those who manipulate data are directly kicked out. I think this kind of community filtering, although slow, results in people who truly recognize this project.

My long-term view on VANRY is actually quite simple. I don’t need it to double overnight; I would rather see an ecosystem where there are genuinely developers writing code, users paying gas fees, and AI agents running tasks. The current Vanar Chain is moving in this direction.
#vanar $VANRY @Vanarchain

Behind the community's warmth and coldness, I see the reality and noise!

To be honest, I spend every day in various communities of VANRY, and I really feel quite divided. On one hand, official reports say that by 2026, the community will continue to grow, with users exceeding one million, thousands of developers, and the number of DApps doubling.
On the other hand, I see analyses indicating that Twitter followers are decreasing and social media popularity is declining. This contradiction between 'data heat' and 'subjective cold' feels particularly interesting to me.

I believe this precisely indicates that the VANRY community is entering a phase of 'deflating the bubble.' The early atmosphere of simply speculating on coins and spamming calls has faded, which is actually a good thing. Now, those who remain in the community to engage in deep discussions are more like me, genuinely concerned about how to use its AI tools and how the gaming ecosystem is being realized.
What people discuss is no longer just about tomorrow's price fluctuations, but rather how Neutron storage compresses files, or how a newly launched game returns asset ownership to players. The quality of these discussions is much higher.

My view is that the health of a project's community cannot be measured solely by the number of followers and retweets.
It is also essential to see whether developers are continuously submitting code and whether applications within the ecosystem are genuinely being used. From this perspective, I feel that VANRY's foundation is becoming more solid.
As the noise fades, what remains are those who truly want to build.
As a long-term observer, I actually prefer to see the current state, even though it is not as lively, every step feels quite substantial.

$VANRY
#vanar
@Vanarchain

What story will unfold when the ancient Plasma route meets the mature ZK technology? Let me tell you in detail!

Recently, people in the circle have started talking about Plasma again, which is quite interesting.
You should know that when Rollup was all the rage two years ago, Plasma was almost categorized into "blockchain archaeology."
How come in 2026, this trend has come back?
I pondered and realized that the key is that zero-knowledge proof (ZK) technology has truly matured.

In my view, the current Layer2 landscape resembles a fork in the road. On the Rollup side, they continue to deepen their roots in the security belly of the Ethereum mainnet, steadily capturing those institutional businesses that are extremely sensitive to compliance and involve huge single transaction amounts. On the other side, the new generation of Plasma solutions represented by XPL has turned its focus towards a broader area that was previously constrained by costs: everyday payments of stablecoins and small, high-frequency transactions. I think this positioning shift is very clever, typical of a "Tian Ji's horse racing."

The reason Plasma can regain attention boils down to two words: cost. No matter how optimized Rollup is, it has to place transaction data on the main chain, and the cost of "data availability" is rigid, like a "weight tax" on a transaction, always having a lower limit. But Plasma's idea is that most transaction data is processed off-chain, only submitting a highly simplified state proof on-chain. Data suggests that solutions like INTMAX have each on-chain transaction occupying only about 5 bytes. Just think about this cost difference; for payment scenarios that pursue "smooth and imperceptible" experiences, it’s practically a dimensionality reduction strike.

So this also explains why the XPL ecosystem is so determined to bet on stablecoins. It doesn’t aim to be a large and comprehensive "world computer," but aspires to become "the high-speed express lane for stablecoins." In the micro-payment field, such extreme focus has instead become the strongest barrier. My view is that once the technical bottleneck is broken, the value of a solution will ultimately return to the actual problem it solves. The ability to transfer value at nearly zero cost gives this "actual problem" significant weight.

$XPL
#plasma
@Plasma

On the compliant wire, how does XPL dance its steps? Let me briefly chat with everyone about it!

The longer I play with Crypto, the more I feel that the word 'compliance' has transformed from a vague background noise into an unavoidable main theme. Especially for projects like XPL that revolve around stablecoin payments, the regulatory attitude can almost directly determine its survival space. Recently, I took a closer look at XPL's actions in this regard, and I feel they are not just holding firm but are executing a rather systematic 'compliance combo'.

The environment is indeed challenging. For example, in the European Union, with the implementation of the MiCA framework, there are very strict restrictions on 'unauthorized stablecoins' like USDT, directly compressing the circulation space. Although there are positive voices like the 'GENIUS Act' in the United States, there are still many unclear aspects regarding specific regulatory details, such as the requirements from the Office of the Comptroller of the Currency (OCC). This inconsistent global regulatory pace has directly led to trading restrictions for XPL in certain regions, affecting its liquidity.

So how is Plasma responding? I think their strategy is quite layered. First is the management of 'entry barriers', which implements strict KYC (Know Your Customer) from the very beginning of the public sale, excluding participants from high-risk regulatory areas.
Secondly, they have 'built-in compliance tools' at the protocol level that directly support geolocation-based transaction blocking and monitoring. They also collaborate with professional on-chain compliance analysis companies like Chainalysis to automatically screen risky transactions and even entrust asset custody to licensed institutions like Anchorage, allowing potential institutional investors to feel more secure.

What’s even more interesting is the clever design of its economic model. The permanent burning of fees combined with a decreasing inflation mechanism objectively encourages long-term holding and weakens the short-term speculative nature of the tokens. The team has consistently emphasized the utility positioning of the 'zero-fee highway' rather than directly promising investment returns, which I think is a cautious way to reduce the regulatory risk of being classified as 'securities'.
Of course, the road to compliance is long and variable, but this combination strategy from user access, protocol functionality to economic design at least shows that the team is not evading but trying to find a sustainable path within the current regulatory framework.

$XPL
#plasma
@Plasma

When AI tools start charging, I understand the real demand!

Recently, Vanar Chain has a new update that I think many people have underestimated: starting from the first quarter of 2026, users will need to use VANRY tokens to pay for the subscription fees of premium AI tools.
At first glance, this is just another consumption scenario. But in my eyes, this might be the most important piece of the puzzle in the VANRY economic model.

Why do I value this so much? Think about it, previously, the consumption of VANRY mainly involved paying those almost negligible Gas fees. How much real demand can this create?
But AI subscription services are completely different. For example, if you want to use the Neutron service that can compress files 500 times, or if you want the Kayon AI engine to help you analyze on-chain contracts, you will have to spend VANRY. This directly ties the value of the token to the core and most attractive productivity tools within the ecosystem.

I think this design is very clever. It does not encourage speculation but incentivizes 'usage'. The more you use, the more VANRY you consume, which will directly create deflationary pressure.
This is fundamentally different from those models that rely purely on staking for interest to lock up assets. One relies on expectations of future prices, while the other is rooted in the current real usage demand.

I believe that only when a token is used extensively and continuously to purchase actual services, its value base can be considered truly solid. Therefore, I am particularly focused on the adoption data of these AI tools in the coming months; this can tell me more about the vitality of the ecosystem than price charts.

$VANRY
#vanar
@Vanar