六十LS

In our circle, when a project party "renames itself", it usually isn't a good signal, often to cover up a K-line chart that has dropped to an unwatchable state. But after staring at $VANRY for a long time, I found that its transformation—from the old NFT platform Terra Virtua to an L1 public chain—is an attempt to break out of the "application layer involution" and deliver a dimensional blow.

Not content to just be a "tenant", it wants to be a "landlord". While the vast majority of projects are still competing for the meager existing users on Ethereum or Solana, VANRY has chosen the hardest path: building its own public chain. This is akin to a trendy store originally located in a shopping mall suddenly deciding to buy land and build its own building.

The logic of "switching chains from Dapp" is actually quite rigid: it has had enough of being constrained by Gas fees and congestion. Through underlying cooperation with Google Cloud, @Vanarchain is actually paving the way for Web2 users who don't understand private keys or mnemonic phrases at all. It's not betting on the seasoned investors in the crypto circle now, but rather on the hundreds of millions of "outsiders" who have yet to enter the market.

The "island" dilemma in the red sea of public chains. However, doing a public chain is a double-edged sword. Establishing one's own portal means losing the ready liquidity of the large public chain's red sea. In today's public chain track, Layer 2s are huddling together for warmth, while VANRY chooses to go it alone, making it easy to fall into the awkward situation of a "ghost town"—no matter how wide the road is, if there are no native meme projects and high-yield mining pools to attract gamblers, this chain is just an empty highway.

No matter how good the infrastructure is, if it lacks a wealth effect, in the crypto circle it equals "ineffective socializing".

Investing in VANRY is essentially betting that "the future of Web3 belongs to foolish operations". If you believe that the future blockchain should be as smooth and seamless as scrolling through Douyin, without feeling the existence of Gas fees, then its infrastructure logic holds; but if you're only focused on short-term on-chain TVL and activity, this project, which still requires time to "build", may make it very difficult for you to hold on during the excitement of a bull market.
#vanar $VANRY

After pondering Fogo's token economic model for a long time, I discovered a more fatal logical flaw than "garbage data": even if its ecosystem truly explodes, and even if daily active users reach the tens of millions, this may not be a victory for the holders of $FOGO .

Everyone is praising @Fogo Official 's "seamless interaction" as the savior of Web3, which is indeed attractive, but behind this silky experience is actually the sacrifice of the token's "value capture ability".

In my simple terms, Ethereum is expensive because it is the "oil" on the chain; if you want to drive, you have to burn fuel; while Fogo, in order to please Web2 users, has turned oil into "air"—though everyone relies on it, no one thinks it is valuable, and even fewer are willing to hoard it.

This leads to an awkward vicious cycle: the better the chain is to use, the less friction there is, the lower the users' rigid demand for tokens becomes. Today's Fogo is like a super mall that doesn't charge admission or tolls; the foot traffic is indeed large, but these people are all just here to "enjoy the air conditioning". Do you expect to rely on this group of spoiled "freeloaders" to drive the mall's market value up? This is simply a fantasy.

This "charity-style" economic model brings about a very blatant real-world issue: the project party is burning money like crazy to exchange for traffic, but this traffic cannot be transformed into support for the token price through Gas destruction or staking demand. The likely outcome is "the chain is built, but the coin is dead"—the infrastructure is extremely prosperous, but this prosperity has nothing to do with the coin holders.

Therefore, I hold a reserved attitude towards Fogo's long-term value, not because the technology is inadequate, but because it wants too much to be a "good person". In the financial world, not only must you be able to carry the boat, but you also need a bit of "coercive power" to retain value.

Don't just focus on those so-called big company partnership news; I only look at one point: if you strip away the governance rights and this superficial story, what exactly does Fogo rely on to make users pay? Today's Fogo lacks not users, but a "scythe" that can extract money from users' pockets. As long as it is still afraid to add a little "pain" to the economic model, it will forever be just a cheap backend in the eyes of Web2 giants, rather than a value carrier of Web3. #fogo $FOGO

🚨 Macro nuclear bomb detonated! The US and Japan join forces for a "double ghost knock on the door," and the crypto market may face an epic washout in April!

​Breaking news! Just now, the global liquidity alarm has been fully sounded—the Federal Reserve is "playing dead" and not cutting interest rates, while the Bank of Japan is sharpening its knives to "drain the swamp" in April! This wave of macroeconomic bad news, is another black swan coming?

​What everyone initially expected to be a "spring bull market" could very well turn into a "spring massacre!"

​According to the latest data from Jinshi Data, the CME data for the Federal Reserve shows that the probability of interest rate cuts in March and April has been halved, with the probability of maintaining high interest rates as high as 92%! The real "lifesaver" has been postponed until June. And it doesn't stop there, former Bank of Japan policy board member Seiji Adachi just dropped a bombshell: the Bank of Japan is very likely to raise interest rates in April!

​More despairingly, although Sanae Takaichi won the election, she dares not stop the Bank of Japan from raising interest rates in order to maintain the precarious yen exchange rate!

​Once the yen raises interest rates in April, the world's cheapest "arbitrage funds" will instantly break apart; this is an even darker "macro reaper" than a black swan!

​Now, the whales should be trembling in fear, and the morale of the troops is about to collapse!

Is this going to slam the door on the dog and kill leverage? Everyone thought that surviving the winter meant spring was coming, but it turns out that April is the darkest moment.

​With the left hand, the Federal Reserve remains still, while the right hand, the Bank of Japan, stabs from behind. The current volatility is just an appetizer; the bloody storm in April may be the main course.

​The current strategy is only one: steadily hold onto spot assets, start dollar-cost averaging, and stay away from high leverage!

​#美联储推迟降息 #日本央行4月加息 #加密市场大洗盘 #高市早苗 #BTC

To be honest, my feelings towards $VANRY are very complicated. The transformation from TVK to VANRY is usually a sign in the crypto world that the operators want to shed historical burdens and start anew. What really caught my attention about @Vanarchain is not its technical parameters but its dazzling "social circle" tactics.

Especially the collaboration with Google Cloud, which has become its golden trademark. Every time the market crashes, as long as the community shouts "Google concept coin," it seems to recharge the faith of its holders. But as a seasoned player in the field, I am all too aware of the fluff in such collaborations with Web2 giants—whether it is deep technical co-construction or just buying their cloud services and being packaged as strategic partners? The cognitive gap in between is often the distance between harvesting and being harvested.

Now, VANRY is like an entrepreneur dressed in an Armani suit, with big logos printed on its business card, but when you ask about its core profit model, it talks about "ecological vision." Its K-line chart is even more stimulating than an electrocardiogram, completely dancing to the news. I do not deny its explosive potential; after all, teaming up with tech giants can indeed bring unlimited imagination. But in this market where "hearing the wind is like rain," what I care more about is whether VANRY can deliver a DApp with daily active users in the millions when the halo of Google fades away. If it can't, then it is still just a "high-income handsome guy" living in PPTs, and the tokens in our hands are merely tickets to this grand marketing event. #vanar $VANRY

I spent a whole two days immersed in Fogo's developer documentation and GitHub, looking at those underlying architectures that are called 'boring' and the extremely restrained inflation model, and instead felt a long-lost sense of 'security'. The outside world mocks it as a 'zombie chain' without memes, but what I see is the extremely rare 'long-termism ambition' embodied by @Fogo Official .

This is not arrogance; it is a top-level awe for the words 'financial-grade'.

The biggest underestimation of Fogo is that everyone is using 'casino' standards to measure a 'bank'. People have become accustomed to the chaotic marketplace feel of Solana, where everything is mixed together and gold dogs are flying everywhere, and they think that this orderly and quiet environment is some kind of original sin. But they forget that true giants never swim through such a chaotic mud pit; what they need is the deep sea, a depth that is unfathomable yet can carry tens of thousands of giant ships in silence.

Fogo now resembles a 'strategic reserve' that hasn’t opened to the public: although there are no loud shouts, no scattered flyers and trash, every brick and every pipe is designed to accommodate truly 'tsunami-level' funds. The so-called 'lack of popularity' is actually its active filtering of those speculators who only create noise; it is waiting for those Builders who truly understand technology to enter the scene.

This 'industrial-grade' calm brings a core advantage: certainty. Here, you don’t have to worry about your assets being harvested by some inexplicable dirt dog logic, nor do you need to keep an eye on those air bubbles inflated by emotional trading. Here, you cannot smell the heady scent of gambler's sweat; you can only smell the lubricating oil of precise machines running at high speed. It doesn’t want to be an amusement park that makes you rich overnight; what it wants to be is the money-printing machine itself.

So my conclusion about Fogo is quite counterintuitive: don't look at the current heat; look at the 'hardness'.

As long as Fogo can withstand pressure without catering to the market to engage in those vulgar traffic marketing strategies, it will be the 'Ethereum killer' of the next cycle. You can go pick up pennies on those bustling chains now, but if you want to catch the staggering wealth in the next wave of institutional tide, this seemingly 'emotionless' technical guy, Fogo, is the hardest ballast stone in your portfolio. #fogo $FOGO

I flipped through the interactive data on @Fogo Official , and the sense of incongruity in my heart is actually stronger than seeing the nodes overly centralized. The current excitement in the market lies in the so-called user experience revolution of "Gas fees being low to almost free". It sounds pleasant, but I always feel that everyone is avoiding a huge economic black hole that Fogo is creating.

This is not inclusive finance; this is creating a junkyard.

My deepest concern about Fogo is not whether it can attract a billion users, but rather that it is destroying the "sacredness" of block space: "zero-cost interaction" is paradise in the eyes of the opportunists, but a disaster in the eyes of economic model designers.

Most public chains are trying to filter high-value demands through the Gas mechanism to protect the scarcity of the ledger. Fogo’s approach, in my plain language, is to turn the blockchain into a "public toilet"—anyone can enter, but it is destined to be dirty and chaotic.

It is not lowering the threshold; on the contrary, it is encouraging abuse. With the cost of malicious acts and junk transactions being nearly zero, the chain is filled with meaningless arbitrage robots and high-frequency noise, and real value is drowned in a sea of data bubbles.

This low threshold brings a very blunt question: if 99% of the data on a chain is junk generated because it is "cheap", what it carries is value or mere digital inflation? This is why I find the TPS data ironic. Trying to establish financial credibility on a noisy ledger is akin to building skyscrapers on a beach.

Therefore, my judgment on Fogo is very realistic: I see it as a stress test for the "cheap trap". If the future Web3 only needs a high-performance transaction ledger, then Fogo will win thoroughly. But if the core of the future is still scarcity and economic barriers against attacks, then Fogo's current pride in "extremely low fees" will be the biggest security risk in the future.

Don’t be fooled by those bragging about the growth curve of daily active users; I focus on one point: when the official stops that meager incentive, or if the Gas fee even rises to 0.01 dollars, will this so-called "real user" group instantly scatter like birds and beasts? This speaks more to the issue than any financing news does.
#fogo $FOGO

Looking at those projects in the public chain race vying to be the "Ethereum killer," I can't help but smile. Everyone is competing on TPS, trying to outdo each other's level of decentralization, yet no one dares to admit an awkward fact: for those traditional giants who truly hold a wealth of copyright and users, the current public chain environment is simply a "slum."

My focus on $VANRY is precisely because it does not want to be the kind of "universal chain" that can accommodate everything, which is, in fact, an extremely clear-headed form of "self-castration."

This is my core judgment about @Vanarchain : it is betting on a "special zone" logic.

In the original logic, we believed that all applications should run on the same Layer 1 to be called Web3. But in commercial reality, do you think Disney or Netflix would be willing to place their core IP on a chain that could easily skyrocket gas fees with just one golden dog, and where the neighboring block might be running a Ponzi scheme? It's impossible.

VANRY's path is, to put it plainly, to provide these fastidious "regular troops" with a "clean room."

Many people find it unsexy because it lacks the kind of dirt dog genes that drive retail investors crazy. But this "boredom" is precisely its moat. It not only offers low costs, but also provides a sense of "certainty"—a sense of security that allows Web2 giants to confidently direct millions of users there. This is not just a choice of technical architecture, but also a stance on commercial ethics.

So I view VANRY with a cold perspective: I see it as a rebellion against the "universal public chain narrative." If the future of Web3 remains a battleground of on-chain PVP, then VANRY will die a miserable death because it is not wild enough. But if the future is dominated by compliant assets and immersive entertainment, then this specially tailored "vertical track" will be the most scarce resource.

Don't focus on those inflated TVLs; for VANRY, I only focus on one point: whether it can truly settle those giants who are wary of blockchain. In this circle full of barbarians, being a "steward" who understands the rules may be more promising than becoming another so-called "king". #vanar $VANRY

I have been diving in the core community of Fogo for three days, watching those 'GM' generated by scripts and governance proposals that only excite the big players, feeling an extremely discordant sense of 'sterility'. The outside world is hyping its capital background and all-star team, but what I see is the fatal 'elitist cleanliness' embodied in @Fogo Official .

This is not a bug at the code level; it's the terminal illness of a 'cultural desert'.

The biggest illusion of Fogo is thinking that as long as the roads are wider than Solana's and the tolls are lower than Solana's, the prosperous shops and bustling crowds will automatically relocate here. But they forget that Solana's moat has never been parameters; it is that chaotic, barbaric yet vibrant 'market feeling'.

Now Fogo resembles a meticulously planned 'wealthy district' model home by VCs: the streets are clean, security is tight, and even the flowers and plants by the roadside are neatly trimmed, but there is no crowd. All the prosperity is a false facade propped up by incentive points, like a performance for the secondary market.
This 'gentlemanly' on-chain environment has led to a deadly consequence: no local dogs, no native memes, and certainly no community totems that can make people FOMO all night. Here, you cannot smell the burnt scent of money; you can only smell the cold, disinfectant aroma of capital. It desperately wants to be a 'correct' infrastructure, but ends up being an exquisite ghost town.

So my judgment on Fogo is very straightforward: don't look at TVL; look at 'concentration'.

As long as Fogo hasn't given birth to a native cult-level Meme that outsiders can't understand and insiders fight over, it is still just a PPT that exists to issue tokens. You can buy mercenaries with money, but you absolutely cannot buy those 'fools' who are willing to take the reins for their beliefs. And it is precisely these 'fools' that form the hardest foundation of public chains. #fogo $FOGO

To be honest, at first I was skeptical about the operation of $VANRY , which is a "new modification of an old coin". After all, in the cryptocurrency world, a name change often equates to wanting to take another cut. But after carefully examining its predecessor Terra Virtua, I found that this matter is not so simple.

What intrigued me the most was its confidence in "bringing capital into the group".

Other public chains start from scratch begging developers to deploy applications, while @Vanarchain itself was born as an NFT platform, holding Hollywood-level IP resources like Paramount and Legendary. This **"having assets before creating a chain"** logic is completely different from those projects that merely shout TPS slogans.

My current observation logic is: it is not just creating an L1; it seems more like a dimensionality reduction strike from the "application layer" to the "infrastructure layer" using the film and game resources accumulated over the years.

The current market does not lack high-performance public chains; what it lacks is a carrier that can hold high-value content. If Vanar can truly transform those top-tier IPs it has accumulated into an on-chain ecosystem, then this narrative of "old trees bearing new flowers" may be much more stable than those new chains that can only tell technical stories. Not for the sake of hype, but to see how it plays its "IP card" well, it is worth leaving a spot for it in the watchlist. #vanar $VANRY

The rewards have finally been issued

Thanks to Binance for the rewards, a total of $850

So, hard work at Binance pays off.

Keep it up, brothers!

#dusk #WAL

I am staring at the node verification mechanism of @Fogo Official and that controversial 'physical consensus optimization.' Honestly, it pains me more than seeing the price drop. The current market frenzy revolves around 'Firedancer can run one million TPS,' which is true, but I feel like everyone is selectively ignoring the extremely offensive thing @Fogo is doing.

This is not a scalability issue; it's a political choice.

My core observation about Fogo is not whether it can outperform Solana but rather that it has openly torn off the veil of decentralization: 'extreme performance' is the Holy Grail in the eyes of tech geeks, but in the eyes of fundamentalists, it is dictatorship.

Most high-performance public chains are desperately trying to prove that they are both fast and decentralized, even if it is self-deception. The path that Fogo is taking, in my plain language, is that in pursuit of speed, it has turned blockchain into a 'privileged club.'

It is not designed for the public to participate in validation; on the contrary, it aims to achieve extreme unity among a few elite nodes in physical distance and hardware specifications, thus reaching consensus in milliseconds.

This architecture leads to a very realistic question: If I do not resist censorship, why wouldn't I just use AWS? This is why I look at it with contradictory feelings. Trying to stuff this centralized efficiency into a Layer 1 that claims to be free is no different from opening a casino in a church.

So my attitude towards Fogo is very clear: I see it as an experiment in demystifying Web3. If the mainstream in the future continues to pursue absolute decentralization, then Fogo will be a joke. But if the future's conclusion is that only extreme efficiency can support real financial throughput, then the 'centralization' stigma that Fogo currently bears might just be the hardest ticket to entry in the future.

Don't be fooled by those PPTs about ecological construction; I am focused on one thing: when the stick of regulation comes down or when nodes in a key area are physically cut off, can this 40ms system still function? This is more important than any TPS score. #fogo $FOGO