AH啊豪
Verified Creator
alpha空投猎手｜链上交互狂人｜一级市场投研狩猎金狗｜币圈项目太多了，秉承错过了就等下波机会，心态特别重要！
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High-Frequency Trader
5.1 Years
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The primary market Chinese MeMe is on fire again‼️
Just entered 2026, Chinese MeMe coins
"I'm here now" have made a large group of people rich overnight
"Binance Life" has also listed on spot trading
Directly baffling foreign friends!
So there are still many opportunities in the primary market now!
But many people still don't take seriously the high fees in the primary market, not knowing that spending just one minute can save hundreds or even thousands of dollars in profits💰
👇👇👇
Now fill in Ahao's wallet invitation to save 30% in fees (the highest proportion allowed within market compliance). Over 300 people have already signed up, and future upgrades will allow me to adjust the ratio in real time for brothers. It's automatically returned by the system, no need for my intervention, completely worry-free about the risk of being scammed‼️
1️⃣ Enter Web3 wallet
2️⃣ Click Invite Friends
3️⃣ Click Participate Now
4️⃣ Enter: AAA111
5️⃣ Confirm Complete✅
Brothers who are bound can come to the homepage to join the group,
And sound the call to launch together on great projects!
#币安上线币安人生 $我踏马来了
Just entered 2026, Chinese MeMe coins
"I'm here now" have made a large group of people rich overnight
"Binance Life" has also listed on spot trading
Directly baffling foreign friends!
So there are still many opportunities in the primary market now!
But many people still don't take seriously the high fees in the primary market, not knowing that spending just one minute can save hundreds or even thousands of dollars in profits💰
👇👇👇
Now fill in Ahao's wallet invitation to save 30% in fees (the highest proportion allowed within market compliance). Over 300 people have already signed up, and future upgrades will allow me to adjust the ratio in real time for brothers. It's automatically returned by the system, no need for my intervention, completely worry-free about the risk of being scammed‼️
1️⃣ Enter Web3 wallet
2️⃣ Click Invite Friends
3️⃣ Click Participate Now
4️⃣ Enter: AAA111
5️⃣ Confirm Complete✅
Brothers who are bound can come to the homepage to join the group,
And sound the call to launch together on great projects!
#币安上线币安人生 $我踏马来了
The market has dropped like this, but I find myself unable to sleep; let's discuss the real logic behind the panic.
To be honest, my portfolio interface hasn't looked good this past week.
VANRY is following the market downwards, and just a few days ago it even fell below the $0.006 mark. There are many lamentations in the community, and some people are starting to doubt whether their initial judgments were wrong.
But interestingly, I find that I'm sleeping more soundly than before.
This may sound a bit counterintuitive, but I personally feel that the most dangerous time for a project is when everyone is mindlessly shouting and the price is rising rapidly, but you can't clearly explain why it is worth this much. And now, at this time, the bubble has been squeezed out, the storytellers have exited, and what remains is truly worth holding onto for the long term.
VANRY is following the market downwards, and just a few days ago it even fell below the $0.006 mark. There are many lamentations in the community, and some people are starting to doubt whether their initial judgments were wrong.
But interestingly, I find that I'm sleeping more soundly than before.
This may sound a bit counterintuitive, but I personally feel that the most dangerous time for a project is when everyone is mindlessly shouting and the price is rising rapidly, but you can't clearly explain why it is worth this much. And now, at this time, the bubble has been squeezed out, the storytellers have exited, and what remains is truly worth holding onto for the long term.
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
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
I made a real cross-border remittance on the Plasma chain
Last week, I did something I had never dared to imagine before.
I used USDT0 on the Plasma chain to send money to a friend far away in the Philippines.
The amount isn't large, just 200 dollars.
He received Philippine pesos on that side, directly credited to his local bank card.
The entire process from when I initiated the transfer to when he received the SMS notification took less than 90 seconds.
What is the service fee?
Zero.
Yes, not even a penny in Gas fees was charged.
At that moment, I was actually a bit dazed.
Because I was too familiar with the traditional cross-border remittance process.
In the past, when I made overseas remittances, I had to go to the bank counter, fill out a bunch of forms, and was asked all sorts of questions by the teller, saying that the purpose of the remittance was for living expenses.
I used USDT0 on the Plasma chain to send money to a friend far away in the Philippines.
The amount isn't large, just 200 dollars.
He received Philippine pesos on that side, directly credited to his local bank card.
The entire process from when I initiated the transfer to when he received the SMS notification took less than 90 seconds.
What is the service fee?
Zero.
Yes, not even a penny in Gas fees was charged.
At that moment, I was actually a bit dazed.
Because I was too familiar with the traditional cross-border remittance process.
In the past, when I made overseas remittances, I had to go to the bank counter, fill out a bunch of forms, and was asked all sorts of questions by the teller, saying that the purpose of the remittance was for living expenses.
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
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
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
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
Discussing the 'inflation' design of XPL
I've actually wanted to talk about the token model of XPL for a while.
Honestly, when I first saw the total amount of XPL at 100 billion, I was taken aback.
100 billion? This can't be a joke.
Later, I took the time to go through its economic model document, and slowly understood the logic behind this design.
It's quite different from many public chain tokens I've seen before.
XPL's positioning is not as a 'store of value', and it's not meant for you to buy and hold for appreciation.
Its core function is to act as the Gas token and ecological incentive tool on the Plasma chain.
This means it must have sufficient circulation, rather than being locked in cold wallets.
Honestly, when I first saw the total amount of XPL at 100 billion, I was taken aback.
100 billion? This can't be a joke.
Later, I took the time to go through its economic model document, and slowly understood the logic behind this design.
It's quite different from many public chain tokens I've seen before.
XPL's positioning is not as a 'store of value', and it's not meant for you to buy and hold for appreciation.
Its core function is to act as the Gas token and ecological incentive tool on the Plasma chain.
This means it must have sufficient circulation, rather than being locked in cold wallets.
The 'Sun Tzu' of Token Economic Models - I Finally Understand What VANRY Is Trying to Do
I've been talking about VANRY for so long, but there's a question I haven't fully addressed.
This is its token economic model.
It's not that I don't want to talk, but I just didn't fully understand it before. There are too many projects in the market with their so-called 'deflation models,' which are really just buying a few thousand dollars' worth of coins under the guise of transaction fee buybacks, throwing them into a black hole address, then posting a flyer and letting the community celebrate for three days while on the fourth day the price continues to decline.
I've seen this kind of trick too many times; it makes people numb.
During this time, I revisited Vanar's white paper and economic model, and with its AI subscription service set to launch in Q1, I suddenly felt like, 'So you were waiting here all along.'
This is its token economic model.
It's not that I don't want to talk, but I just didn't fully understand it before. There are too many projects in the market with their so-called 'deflation models,' which are really just buying a few thousand dollars' worth of coins under the guise of transaction fee buybacks, throwing them into a black hole address, then posting a flyer and letting the community celebrate for three days while on the fourth day the price continues to decline.
I've seen this kind of trick too many times; it makes people numb.
During this time, I revisited Vanar's white paper and economic model, and with its AI subscription service set to launch in Q1, I suddenly felt like, 'So you were waiting here all along.'
The trader is going to be unemployed!
Ah Hao discovered a heavyweight news!
The BNB chain has launched the first on-chain autonomous trading agent training framework, which is Calculus's launch of the first trading personality assessment system DBTI on the BNB chain!
In simple terms, DBTI (Decentralized Behavioral Trading Index) is built by Calculus on the BNB chain. It summarizes 16 behavioral prototypes by reverse learning from the on-chain footprints of top traders, automatically matching trader strategies that fit the user's trading style after the user completes the trading style preference test, achieving automated profitability.
What's even more interesting is that there is an opportunity to receive $CALCULUS rewards after the personality assessment.
The steps are as follows:
1️⃣ Link: https://www.calculus.finance
2️⃣ Invitation code: NHIM
3️⃣ After completing the DBTI assessment, get your exclusive personality.
4️⃣ Bind with top crypto traders, and automatically join the matching battle team, with subsequent PK between teams, offering reward opportunities to all participants!
Although we created AI, it is undeniable that AI is stronger than the human brain in many ways. Human capabilities have limitations, especially when tired, anxious, or enthusiastic. However, the 'digital twin' technology provided by Calculus can completely replicate our trading habits and patterns to the AI trading agent, and combined with matched top trader strategies, I think it's really great, and I am also in the process of testing and familiarizing myself.
Suddenly, a novel idea came to mind. What kind of trading personality do the top pyramid figures CZ (@CZ ) and the first sister (@Yi He ) belong to?
Guess the correct user to jointly receive a 0.5% $CALCULUS token reward.
According to #DBTI, 16 behavioral prototype characteristics are summarized. I guess @CZ is DBTV = BNB/BTC long-termism and is an active and decisive doer!
According to #DBTI, 16 behavioral prototype characteristics are summarized. I guess @Yi He is CBNS = Guardian of platform trust and security, doing things steadily and maintaining a balanced rhythm!
I look forward to feedback from both great leaders on whether what I said is correct? 😂
#DBTI #Calculus #美国零售数据逊预期
Ah Hao discovered a heavyweight news!
The BNB chain has launched the first on-chain autonomous trading agent training framework, which is Calculus's launch of the first trading personality assessment system DBTI on the BNB chain!
In simple terms, DBTI (Decentralized Behavioral Trading Index) is built by Calculus on the BNB chain. It summarizes 16 behavioral prototypes by reverse learning from the on-chain footprints of top traders, automatically matching trader strategies that fit the user's trading style after the user completes the trading style preference test, achieving automated profitability.
What's even more interesting is that there is an opportunity to receive $CALCULUS rewards after the personality assessment.
The steps are as follows:
1️⃣ Link: https://www.calculus.finance
2️⃣ Invitation code: NHIM
3️⃣ After completing the DBTI assessment, get your exclusive personality.
4️⃣ Bind with top crypto traders, and automatically join the matching battle team, with subsequent PK between teams, offering reward opportunities to all participants!
Although we created AI, it is undeniable that AI is stronger than the human brain in many ways. Human capabilities have limitations, especially when tired, anxious, or enthusiastic. However, the 'digital twin' technology provided by Calculus can completely replicate our trading habits and patterns to the AI trading agent, and combined with matched top trader strategies, I think it's really great, and I am also in the process of testing and familiarizing myself.
Suddenly, a novel idea came to mind. What kind of trading personality do the top pyramid figures CZ (@CZ ) and the first sister (@Yi He ) belong to?
Guess the correct user to jointly receive a 0.5% $CALCULUS token reward.
According to #DBTI, 16 behavioral prototype characteristics are summarized. I guess @CZ is DBTV = BNB/BTC long-termism and is an active and decisive doer!
According to #DBTI, 16 behavioral prototype characteristics are summarized. I guess @Yi He is CBNS = Guardian of platform trust and security, doing things steadily and maintaining a balanced rhythm!
I look forward to feedback from both great leaders on whether what I said is correct? 😂
#DBTI #Calculus #美国零售数据逊预期
My Perspective on XPL: How Far Can a Public Chain That Perfectly Focuses on One 'Axis' Go?
Hello everyone, recently my attention has been captivated by a public chain called Plasma, especially its native token XPL.
I am not an expert; I am just an ordinary participant who enjoys exploring blockchain technology. Today, I want to share my personal views on this project.
I think the uniqueness of this project lies in its 'axis' being charming. Unlike other public chains that want to embrace all applications in the world, it has focused on one point from the very beginning: to become a stablecoin, especially USDT, the best payment and settlement layer.
I am not an expert; I am just an ordinary participant who enjoys exploring blockchain technology. Today, I want to share my personal views on this project.
I think the uniqueness of this project lies in its 'axis' being charming. Unlike other public chains that want to embrace all applications in the world, it has focused on one point from the very beginning: to become a stablecoin, especially USDT, the best payment and settlement layer.
VANRY Observation Notes: Ecology and Collaboration - How Does It Turn 'Cool Technology' into 'Really Useful'?
In the previous article, I broke down the technical core of Vanar Chain as an AI-native chain. The technology is cool, but I believe everyone, like me, is more concerned with one question: what is the use of these technologies? Who is using them? Today, I will talk about the ecological landscape that Vanar is building and its remarkable collaborations. In my view, this is key to judging the long-term value of VANRY.
Application main channel: starting from advantageous tracks
Vanar did not choose to launch an all-out attack but instead very wisely began to dig deep into the areas he is most familiar with: gaming, the metaverse, and the resulting digital entertainment and brand interaction. This choice is very pragmatic, as these fields naturally require handling complex digital assets and user interactions, with a strong demand for low-cost and high-speed chains.
Application main channel: starting from advantageous tracks
Vanar did not choose to launch an all-out attack but instead very wisely began to dig deep into the areas he is most familiar with: gaming, the metaverse, and the resulting digital entertainment and brand interaction. This choice is very pragmatic, as these fields naturally require handling complex digital assets and user interactions, with a strong demand for low-cost and high-speed chains.
As we enter 2026, there is a highly discussed topic in everyone's conversations about XPL, and that is the widespread unlocking of tokens that will occur around mid-year, which has even raised some concerns. According to information from multiple sources, approximately 2.5 billion XPL, which is 25% of the total supply, will have its lock-up period end around July 2026.
This is undoubtedly an important observation window, and I would like to candidly share my views.
First, we must face the risks. Such a large amount of tokens suddenly entering a potentially circulating state, especially with uncertain market absorption capacity, will indeed create significant psychological and actual selling pressure. Historically, many projects have experienced severe price fluctuations at similar points in time. This is a reality that all XPL holders or followers cannot ignore.
However, there is another side to the story. The long-term value of a project ultimately depends on whether it can create real demand and applications to absorb this supply. The XPL team is clearly aware of this and has deployed some hedging mechanisms. For example, a staking delegation system aimed at encouraging lock-up is planned to launch in the first quarter. If the staking rewards are attractive enough to encourage some tokens to shift from the circulating market to staking contracts, it will directly alleviate the selling pressure.
A deeper form of “hedging,” I believe, lies in the development of the ecosystem itself. The unlocking event acts as a “stress test,” questioning the ecosystem: have you truly created enough value? The good news is that we see the ecosystem actively laying out its plans: focusing on cross-border payments and supply chain finance, and it is said that they have reached a cooperation intention with Southeast Asian trade enterprises; on the technical side, zero-knowledge proof privacy protocols and Layer 2 scaling solutions are also on the way, aiming to reduce Gas fees by another 60%. If these pathways of “ecosystem feedback” can be successful, bringing in real users and real transaction volumes, then the demand side for the tokens will strengthen, balancing the supply shock brought by the unlocking.
My view is that we should not simply fear the event of “unlocking” itself, but should pay closer attention to whether the team's response strategies are effective before and after the unlocking event, and more importantly — whether the growth rate of the ecosystem can outpace the release rate of the tokens.
If we pass smoothly, the foundation will be stronger; otherwise, it will expose weaknesses.
$XPL
#plasma
@Plasma
This is undoubtedly an important observation window, and I would like to candidly share my views.
First, we must face the risks. Such a large amount of tokens suddenly entering a potentially circulating state, especially with uncertain market absorption capacity, will indeed create significant psychological and actual selling pressure. Historically, many projects have experienced severe price fluctuations at similar points in time. This is a reality that all XPL holders or followers cannot ignore.
However, there is another side to the story. The long-term value of a project ultimately depends on whether it can create real demand and applications to absorb this supply. The XPL team is clearly aware of this and has deployed some hedging mechanisms. For example, a staking delegation system aimed at encouraging lock-up is planned to launch in the first quarter. If the staking rewards are attractive enough to encourage some tokens to shift from the circulating market to staking contracts, it will directly alleviate the selling pressure.
A deeper form of “hedging,” I believe, lies in the development of the ecosystem itself. The unlocking event acts as a “stress test,” questioning the ecosystem: have you truly created enough value? The good news is that we see the ecosystem actively laying out its plans: focusing on cross-border payments and supply chain finance, and it is said that they have reached a cooperation intention with Southeast Asian trade enterprises; on the technical side, zero-knowledge proof privacy protocols and Layer 2 scaling solutions are also on the way, aiming to reduce Gas fees by another 60%. If these pathways of “ecosystem feedback” can be successful, bringing in real users and real transaction volumes, then the demand side for the tokens will strengthen, balancing the supply shock brought by the unlocking.
My view is that we should not simply fear the event of “unlocking” itself, but should pay closer attention to whether the team's response strategies are effective before and after the unlocking event, and more importantly — whether the growth rate of the ecosystem can outpace the release rate of the tokens.
If we pass smoothly, the foundation will be stronger; otherwise, it will expose weaknesses.
$XPL
#plasma
@Plasma
In partnership with a giant that transacts $2.3 trillion annually, I see a new story.
The collaboration between Vanar and WorldPay initially seemed like a typical brand collaboration to me.
However, as I delved deeper, I realized I was simplifying things.
WorldPay is not a small player; it processes transactions exceeding $2.3 trillion each year.
What they are collaborating on is something called "Agentic Payments."
What does this specifically mean?
To put it simply, traditional blockchain payments are like a vending machine; you execute a command, and it completes a transfer.
What Vanar aims to do is allow AI agents to execute a series of complex payment operations that are memory-enabled and logical on the chain. For instance, an AI managing a company's finances can analyze payment paths, remember previous transactions, and automatically execute the optimal settlement plan, all of which is natively completed on the Vanar chain.
I believe the significance of this collaboration lies in Vanar transforming its "AI native" characteristic from a technical concept into a solution that traditional financial giants can understand and utilize.
It no longer tells stories only to gamers but also begins to tell stories to traditional institutions managing trillions in capital.
Although it will take time for this to materialize, it undoubtedly greatly expands the imaginative space and application scenarios for VANRY in the future.
If more institutions adopt this intelligent payment framework based on Vanar in the future, then the demand for VANRY as network fuel and settlement medium could see growth that we currently cannot estimate.
$VANRY
#vanar
@Vanarchain
The collaboration between Vanar and WorldPay initially seemed like a typical brand collaboration to me.
However, as I delved deeper, I realized I was simplifying things.
WorldPay is not a small player; it processes transactions exceeding $2.3 trillion each year.
What they are collaborating on is something called "Agentic Payments."
What does this specifically mean?
To put it simply, traditional blockchain payments are like a vending machine; you execute a command, and it completes a transfer.
What Vanar aims to do is allow AI agents to execute a series of complex payment operations that are memory-enabled and logical on the chain. For instance, an AI managing a company's finances can analyze payment paths, remember previous transactions, and automatically execute the optimal settlement plan, all of which is natively completed on the Vanar chain.
I believe the significance of this collaboration lies in Vanar transforming its "AI native" characteristic from a technical concept into a solution that traditional financial giants can understand and utilize.
It no longer tells stories only to gamers but also begins to tell stories to traditional institutions managing trillions in capital.
Although it will take time for this to materialize, it undoubtedly greatly expands the imaginative space and application scenarios for VANRY in the future.
If more institutions adopt this intelligent payment framework based on Vanar in the future, then the demand for VANRY as network fuel and settlement medium could see growth that we currently cannot estimate.
$VANRY
#vanar
@Vanarchain
VANRY Observation Notes: Market, Data, and Future—Finding Anchors in Volatility
In the first two articles, we discussed the technology and ecology of Vanar Chain, which helped clarify what it 'wants to do' and 'how it is doing it.' But as a token in a real market, how has VANRY performed? In the current market conditions, how should we view its future? Today, I will discuss this more practical topic by combining some market data, community sentiment, and my personal analysis.
Current Market Overview: Price, Data, and Sentiment
Price and Recent Performance:
Entering February 2026, VANRY's price is around $0.0066 to $0.007, in a state of short-term consolidation. Looking back, it had a nearly 20% weekly increase in January 2026, when the market's focus was on its brand upgrade's new narrative and the resurgence of community enthusiasm. However, like the entire crypto market, it faced correction pressure afterward. From its historical peak, it remains a considerable distance from the approximately $0.382 reached in March 2024. This reminds us that it is still a highly volatile asset.
Current Market Overview: Price, Data, and Sentiment
Price and Recent Performance:
Entering February 2026, VANRY's price is around $0.0066 to $0.007, in a state of short-term consolidation. Looking back, it had a nearly 20% weekly increase in January 2026, when the market's focus was on its brand upgrade's new narrative and the resurgence of community enthusiasm. However, like the entire crypto market, it faced correction pressure afterward. From its historical peak, it remains a considerable distance from the approximately $0.382 reached in March 2024. This reminds us that it is still a highly volatile asset.
From Cold Start to Ecological Explosion: What I Saw in My Six Months Tracking XPL
Time flies, it's been more than half a year since I started paying attention to XPL's public sale last summer.
During this period, I felt like an observer, watching the Plasma chain grow from nothing, completing a series of actions such as mainnet launch, token issuance, and ecological cold start.
Today, I want to share a few points I've observed during this time, which are purely personal and non-professional records.
First, what impressed me was the "good start" of its mainnet launch. On September 25 last year, the day the mainnet went live, it is said that over $2 billion in stablecoins were introduced as initial liquidity backing. This number is quite exaggerated and directly set a record for the TVL of new chains going live. Soon after, top exchanges like Binance and Bitfinex listed XPL for trading immediately. Such a level of resource tilt and industry recognition is rare in my impression. Of course, this also caused the price of the XPL token to experience significant volatility in the early stages, with a considerable increase within a few days of going live. At that time, I was wondering whether this was a temporary craze or the starting point of long-term value?
During this period, I felt like an observer, watching the Plasma chain grow from nothing, completing a series of actions such as mainnet launch, token issuance, and ecological cold start.
Today, I want to share a few points I've observed during this time, which are purely personal and non-professional records.
First, what impressed me was the "good start" of its mainnet launch. On September 25 last year, the day the mainnet went live, it is said that over $2 billion in stablecoins were introduced as initial liquidity backing. This number is quite exaggerated and directly set a record for the TVL of new chains going live. Soon after, top exchanges like Binance and Bitfinex listed XPL for trading immediately. Such a level of resource tilt and industry recognition is rare in my impression. Of course, this also caused the price of the XPL token to experience significant volatility in the early stages, with a considerable increase within a few days of going live. At that time, I was wondering whether this was a temporary craze or the starting point of long-term value?
Joining hands with NEAR Intents, a crucial piece of liquidity puzzle for XPL has arrived. Below, I will delve deeper into this with my friends!
Friends who pay attention to XPL dynamics should have noticed a not-so-flashy but significant piece of news at the end of January:
XPL and its main stablecoin have officially connected to the cross-chain liquidity network of NEAR Intents. Don't underestimate the words 'connected'; in my view, this is a key step for expanding the boundaries of the XPL ecosystem and addressing its shortcomings.
What is NEAR Intents, anyway?
In simple terms, it is an intention-driven cross-chain protocol, akin to a super-intelligent 'cross-chain routing hub', backed by a network of market makers known as 'solvers', specifically helping users find the optimal asset exchange paths across various chains.
It is growing rapidly and has become one of the fastest-growing cross-chain protocols in 2025. More importantly, data shows that in the past 24 hours, 39% of cross-chain transactions through it involved USDT. How coincidental is that?
It just happens to hit the core target of XPL's 'stablecoin dedicated chain'.
What does this integration mean for XPL?
I think we can look at it from two perspectives.
For ordinary users, the most direct feeling is 'convenience'.
In the future, if you want to exchange assets from other chains for XPL, or transfer USDT from the XPL ecosystem to elsewhere, the paths will be much smoother, and the experience will be closer to 'one-click operation'.
The deeper significance lies in the 'fusion of liquidity depth'.
XPL is no longer an isolated performance island; its assets (XPL and USDT) have been incorporated into a massive liquidity pool that includes over 25 chains and 125 types of assets. This can attract new users and funds who were previously hesitant due to liquidity concerns.
I have always believed that the ultimate value of a chain lies not only in how fast and cost-effective it is, but also in its ability to seamlessly integrate into the value internet of the entire crypto world.
This integration with NEAR Intents is precisely XPL's way of reaching out and firmly holding hands with other ecosystems.
My view is that this move is very solid; it is not a vague 'strategic cooperation', but rather a genuine effort to build roads and bridges for users, engaging in the hard and dirty work of ecological construction.
$XPL
#plasma
@Plasma
Friends who pay attention to XPL dynamics should have noticed a not-so-flashy but significant piece of news at the end of January:
XPL and its main stablecoin have officially connected to the cross-chain liquidity network of NEAR Intents. Don't underestimate the words 'connected'; in my view, this is a key step for expanding the boundaries of the XPL ecosystem and addressing its shortcomings.
What is NEAR Intents, anyway?
In simple terms, it is an intention-driven cross-chain protocol, akin to a super-intelligent 'cross-chain routing hub', backed by a network of market makers known as 'solvers', specifically helping users find the optimal asset exchange paths across various chains.
It is growing rapidly and has become one of the fastest-growing cross-chain protocols in 2025. More importantly, data shows that in the past 24 hours, 39% of cross-chain transactions through it involved USDT. How coincidental is that?
It just happens to hit the core target of XPL's 'stablecoin dedicated chain'.
What does this integration mean for XPL?
I think we can look at it from two perspectives.
For ordinary users, the most direct feeling is 'convenience'.
In the future, if you want to exchange assets from other chains for XPL, or transfer USDT from the XPL ecosystem to elsewhere, the paths will be much smoother, and the experience will be closer to 'one-click operation'.
The deeper significance lies in the 'fusion of liquidity depth'.
XPL is no longer an isolated performance island; its assets (XPL and USDT) have been incorporated into a massive liquidity pool that includes over 25 chains and 125 types of assets. This can attract new users and funds who were previously hesitant due to liquidity concerns.
I have always believed that the ultimate value of a chain lies not only in how fast and cost-effective it is, but also in its ability to seamlessly integrate into the value internet of the entire crypto world.
This integration with NEAR Intents is precisely XPL's way of reaching out and firmly holding hands with other ecosystems.
My view is that this move is very solid; it is not a vague 'strategic cooperation', but rather a genuine effort to build roads and bridges for users, engaging in the hard and dirty work of ecological construction.
$XPL
#plasma
@Plasma
VANRY price has risen by nearly 20%, but I'm more concerned about this!
Recently, VANRY's price has been a bit active, rising close to 20% over the week and returning above $0.01. Seeing the price increase makes me happy, but I have to be honest, my attention has been drawn to other things.
Compared to the candlestick chart, what I'm more concerned about now is what is supporting this rise? Is it purely market sentiment or has there been a change in the fundamentals?
I sorted through it and found that there are indeed a few solid positives recently. One is that VANRY has been listed on a new mainstream exchange, enhancing liquidity and accessibility. Another is that collaboration among validator nodes within the ecosystem is strengthening, making the network more secure and reliable.
But most importantly, I think it’s the news that the AI tool subscription model is about to launch. This provides the market with a very clear new narrative: the consumption of VANRY will expand from just gas fees to a vast demand for AI services.
So my view is that short-term price fluctuations are hard to predict; maybe it will correct and consolidate. But the several pillars supporting its long-term value—technical uniqueness, institutional cooperation progress, new economic model—are becoming clearer.
I won't be blindly optimistic just because it rose 20% in a week, but I also won't completely dismiss it because of past deep corrections.
When investing in such projects, I think it's essential to learn to separate 'price' from 'value'.
Price is the label the market gives now, while value is the project's ability to create value in the future. I'm more willing to spend time verifying the latter.
$VANRY
#vanar
@Vanarchain
Recently, VANRY's price has been a bit active, rising close to 20% over the week and returning above $0.01. Seeing the price increase makes me happy, but I have to be honest, my attention has been drawn to other things.
Compared to the candlestick chart, what I'm more concerned about now is what is supporting this rise? Is it purely market sentiment or has there been a change in the fundamentals?
I sorted through it and found that there are indeed a few solid positives recently. One is that VANRY has been listed on a new mainstream exchange, enhancing liquidity and accessibility. Another is that collaboration among validator nodes within the ecosystem is strengthening, making the network more secure and reliable.
But most importantly, I think it’s the news that the AI tool subscription model is about to launch. This provides the market with a very clear new narrative: the consumption of VANRY will expand from just gas fees to a vast demand for AI services.
So my view is that short-term price fluctuations are hard to predict; maybe it will correct and consolidate. But the several pillars supporting its long-term value—technical uniqueness, institutional cooperation progress, new economic model—are becoming clearer.
I won't be blindly optimistic just because it rose 20% in a week, but I also won't completely dismiss it because of past deep corrections.
When investing in such projects, I think it's essential to learn to separate 'price' from 'value'.
Price is the label the market gives now, while value is the project's ability to create value in the future. I'm more willing to spend time verifying the latter.
$VANRY
#vanar
@Vanarchain
My 2026 Adventure with Dusk: When Privacy Wears a Compliant Suit
I feel a bit embarrassed to say that I关注Dusk这个项目, initially purely because of its unreasonable surge earlier this year.
In just one week, it soared over 240%, with a monthly increase close to 470%, and the trading volume could exceed 200 million USD in a single day.
This made me, an old investor, feel a strong curiosity in addition to FOMO (fear of missing out):
A privacy chain that previously wasn't considered a top player, why?
I decided to put down the candlestick chart and dig into its details.
Only after digging in did I discover that Dusk's story is far more exciting than its price fluctuations. It seems to be doing something many projects haven't thought of, or thought of but dared not do — putting a compliant 'suit' on privacy and confidently striding into the hall of traditional finance.
In just one week, it soared over 240%, with a monthly increase close to 470%, and the trading volume could exceed 200 million USD in a single day.
This made me, an old investor, feel a strong curiosity in addition to FOMO (fear of missing out):
A privacy chain that previously wasn't considered a top player, why?
I decided to put down the candlestick chart and dig into its details.
Only after digging in did I discover that Dusk's story is far more exciting than its price fluctuations. It seems to be doing something many projects haven't thought of, or thought of but dared not do — putting a compliant 'suit' on privacy and confidently striding into the hall of traditional finance.
Hey, let me tell you, the "Hedger" mechanism of DUSK might really be the dream chain of institutions!
Let's not just focus on the price; let me talk to you about something called "Hedger" in the DUSK mainnet. After researching it, I believe this might be the "stabilizer" that allows traditional large institutions to truly venture onto the chain.
Think about it, what do large institutions fear the most? They fear that on-chain transactions are too transparent, exposing their bottom cards and strategies to competitors. In the past, there was no solution, but DUSK's Hedger mechanism utilizes black technologies like zero-knowledge proofs and homomorphic encryption to achieve "auditable privacy." Let me give you an analogy: transactions are completed in a black box with encryption, and outsiders (including other nodes) cannot see what specifically happens inside. However! The regulatory authority holds a special "compliance key" that can be opened for validation when needed, proving that all operations inside are legal, while still keeping specific business details hidden.
This directly hits the fatal weakness of institutions: it meets the ironclad compliance requirements while preserving the most core business secrets. Moreover, this is not just talk; the licensed Dutch exchange NPEX has already used this system to put real stock securities on the chain, reducing the settlement time from the traditional T+2 to almost instantaneous completion. The increase in efficiency is tangible.
So, when other chains are still struggling with how to attract retail investors, DUSK has already obtained the key to unlock the traditional financial treasury with this "institution-level privacy compliance solution." As the only "energy" and "pass" on this chain, isn't DUSK's value logic completely different?
@Dusk
#Dusk
$DUSK
Let's not just focus on the price; let me talk to you about something called "Hedger" in the DUSK mainnet. After researching it, I believe this might be the "stabilizer" that allows traditional large institutions to truly venture onto the chain.
Think about it, what do large institutions fear the most? They fear that on-chain transactions are too transparent, exposing their bottom cards and strategies to competitors. In the past, there was no solution, but DUSK's Hedger mechanism utilizes black technologies like zero-knowledge proofs and homomorphic encryption to achieve "auditable privacy." Let me give you an analogy: transactions are completed in a black box with encryption, and outsiders (including other nodes) cannot see what specifically happens inside. However! The regulatory authority holds a special "compliance key" that can be opened for validation when needed, proving that all operations inside are legal, while still keeping specific business details hidden.
This directly hits the fatal weakness of institutions: it meets the ironclad compliance requirements while preserving the most core business secrets. Moreover, this is not just talk; the licensed Dutch exchange NPEX has already used this system to put real stock securities on the chain, reducing the settlement time from the traditional T+2 to almost instantaneous completion. The increase in efficiency is tangible.
So, when other chains are still struggling with how to attract retail investors, DUSK has already obtained the key to unlock the traditional financial treasury with this "institution-level privacy compliance solution." As the only "energy" and "pass" on this chain, isn't DUSK's value logic completely different?
@Dusk
#Dusk
$DUSK
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