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If code has no past, intelligence is a complete deception.
Last week I visited an old watchmaker who was repairing a mechanical watch from the 1950s.
I watched him in the dim light, using tiny tweezers to fiddle with those parts as fine as hair.
He said something that has stuck with me to this day: “The reason this watch is valuable is not because the parts are expensive, but because the seventy years it has lived are recorded in the wear of the gears. A new watch only has precision; an old watch has a soul.”
After stepping out, I kept thinking about the current technology industry—especially our pride in AI and blockchain, which seem to have a pathological rejection of 'time' and 'sedimentation.' We pursue instantaneous responses, rapid settlements, and each second is a 'brand new' beginning.
I watched him in the dim light, using tiny tweezers to fiddle with those parts as fine as hair.
He said something that has stuck with me to this day: “The reason this watch is valuable is not because the parts are expensive, but because the seventy years it has lived are recorded in the wear of the gears. A new watch only has precision; an old watch has a soul.”
After stepping out, I kept thinking about the current technology industry—especially our pride in AI and blockchain, which seem to have a pathological rejection of 'time' and 'sedimentation.' We pursue instantaneous responses, rapid settlements, and each second is a 'brand new' beginning.
Plasma: Insulators and Fuses
Recently, the fakes continued to drop, leaving everyone stunned.
I stared at the computer screen, with red columns flowing down like blood, and all the community groups were filled with various wails and curses.
In times like this, what everyone wants is an explanation or a lifesaving move.
But you will find a very absurd phenomenon.
Those projects that usually shout the loudest and post three Roadmaps a day are the ones that fall the hardest and have the most selling pressure.
Because their value is built on hot air.
As long as the mouth stops or the external wind changes, their consensus collapses faster than paper.
In this chaos, I looked at the still inactive official account @Plasma and suddenly felt a sense of extreme coldness and awe.
I stared at the computer screen, with red columns flowing down like blood, and all the community groups were filled with various wails and curses.
In times like this, what everyone wants is an explanation or a lifesaving move.
But you will find a very absurd phenomenon.
Those projects that usually shout the loudest and post three Roadmaps a day are the ones that fall the hardest and have the most selling pressure.
Because their value is built on hot air.
As long as the mouth stops or the external wind changes, their consensus collapses faster than paper.
In this chaos, I looked at the still inactive official account @Plasma and suddenly felt a sense of extreme coldness and awe.
Last night, watching the shrinking altcoins in my account, I couldn't help but smoke half a pack of cigarettes on the balcony.
I kept thinking about a question: Is our circle collectively suffering from 'cognitive myopia'?
The tolerance for 'no updates' has surprisingly dropped to being measured in hours.
If a project team doesn’t engage on Twitter for an entire day, the evaluation is that the team is not doing a good job. This extreme 'emotion-driven' approach is destroying the valuation logic of all infrastructure projects.
@Plasma is the most typical victim of this valuation paradox.
It is currently in a typical disconnection phase between the 'offline experimental accumulation period vs online echo decay period'.
On one hand, its on-chain data, including lending, earnings, and cross-chain pathways, is actually quietly growing in the background.
Real merchants and new banking applications are gradually embedding the foundation into the soil of the real world.
These processes are like building a car behind closed doors, dealing with dirty and tiring work, with no social premium to speak of.
On the other hand, the market’s 'punishment' towards it is extremely harsh.
Because there are no new stories, no highlights, funds flow away rapidly from this 'silent' zone like water flowing downhill.
This has led to an interesting pricing: the market is pricing a 'real asset' using the standards applied to 'air coins'.
This is essentially a gamble. Plasma is betting that when the path dependency of the real world outpaces the market's patience for forgetting, the pricing power will return to its hands.
The market is betting that before it can run smoothly, its volume will completely disappear and become marginalized in silence.
The current $0.09x looks like a hopeless sideways trend, but in the eyes of seasoned investors, this is actually the moment with the highest risk-reward ratio.
Because all the bad expectations, including lack of updates, no heat, and no capital attention, have already been factored into the price.
And as long as a potential killer application lands, the valuation elasticity will be exponential.
Don't blame the project team for not tweeting; you should ask yourself:
Do you want a project that paints a rosy picture on your screen every day, or do you want a project that is quietly changing the global financial pipeline in the background?
If it's the latter, the current silence is your best entry ticket.
#plasma $XPL
I kept thinking about a question: Is our circle collectively suffering from 'cognitive myopia'?
The tolerance for 'no updates' has surprisingly dropped to being measured in hours.
If a project team doesn’t engage on Twitter for an entire day, the evaluation is that the team is not doing a good job. This extreme 'emotion-driven' approach is destroying the valuation logic of all infrastructure projects.
@Plasma is the most typical victim of this valuation paradox.
It is currently in a typical disconnection phase between the 'offline experimental accumulation period vs online echo decay period'.
On one hand, its on-chain data, including lending, earnings, and cross-chain pathways, is actually quietly growing in the background.
Real merchants and new banking applications are gradually embedding the foundation into the soil of the real world.
These processes are like building a car behind closed doors, dealing with dirty and tiring work, with no social premium to speak of.
On the other hand, the market’s 'punishment' towards it is extremely harsh.
Because there are no new stories, no highlights, funds flow away rapidly from this 'silent' zone like water flowing downhill.
This has led to an interesting pricing: the market is pricing a 'real asset' using the standards applied to 'air coins'.
This is essentially a gamble. Plasma is betting that when the path dependency of the real world outpaces the market's patience for forgetting, the pricing power will return to its hands.
The market is betting that before it can run smoothly, its volume will completely disappear and become marginalized in silence.
The current $0.09x looks like a hopeless sideways trend, but in the eyes of seasoned investors, this is actually the moment with the highest risk-reward ratio.
Because all the bad expectations, including lack of updates, no heat, and no capital attention, have already been factored into the price.
And as long as a potential killer application lands, the valuation elasticity will be exponential.
Don't blame the project team for not tweeting; you should ask yourself:
Do you want a project that paints a rosy picture on your screen every day, or do you want a project that is quietly changing the global financial pipeline in the background?
If it's the latter, the current silence is your best entry ticket.
#plasma $XPL
Who is footing the bill for the 36-month "decision-making vacuum?"
A couple of days ago, I passed by the large theater in the city center that has been under construction for almost five years, and the fence has finally been taken down halfway.
The young people passing by were complaining about the slow progress, feeling that this efficiency is simply a disgrace to the city.
I happened to be smoking by the roadside and chatted with an old supervisor wearing a hard hat for a couple of minutes.
He pointed at the foundation and said, "For this century-old building, just the review of the mechanical and electrical drawings took a year, and for fire acceptance, acoustic testing, seismic assessment, each item requires signatures from several departments. Quick action at this level is irresponsible."
In that moment, I suddenly thought of the biggest embarrassment in the current RWA track: we, the speculators used to "one day in the crypto world is like a year in the real world," are using this shortsighted anxiety to hold back top institutions that need a 36-month decision-making cycle.
The young people passing by were complaining about the slow progress, feeling that this efficiency is simply a disgrace to the city.
I happened to be smoking by the roadside and chatted with an old supervisor wearing a hard hat for a couple of minutes.
He pointed at the foundation and said, "For this century-old building, just the review of the mechanical and electrical drawings took a year, and for fire acceptance, acoustic testing, seismic assessment, each item requires signatures from several departments. Quick action at this level is irresponsible."
In that moment, I suddenly thought of the biggest embarrassment in the current RWA track: we, the speculators used to "one day in the crypto world is like a year in the real world," are using this shortsighted anxiety to hold back top institutions that need a 36-month decision-making cycle.
Today I saw an old master repairing old porcelain by the roadside.
He used gold powder to slowly outline the cracks, which is what is known as 'Kintsugi'.
He said that every crack is the experience of this bowl, and once repaired, it has more dignity than a new bowl.
I suddenly felt that what our current AI race is lacking is precisely this 'respect for experience'.
Today's on-chain AI Agents all seem incredibly intelligent, but in essence, they are all 'vagrants'.
They have no home (persistent memory), no past (historical context).
The stateless design of the underlying public chain makes these AIs execute tasks as if they are reinstalling the system every time.
This collapse of efficiency means that AI can never generate real economic value and can only exist in demos and PPTs.
Recently, focusing on the actions of @Vanarchain , I found that they are trying to build houses for this group of 'vagrants'.
The Neutron API is not some black technology; it is essentially an 'AI diary'.
It allows AI to seamlessly integrate the experiences learned last week into today's decisions.
This is what is called 'intelligent compound interest'.
The reason I value this direction is that the consensus for 2026 has already changed.
The 650 billion dollar infrastructure investment from big companies has already shown that:
AI must transform from 'an interesting toy' into 'a reliable workforce'.
And the most important quality of a workforce is not intelligence but 'error-free'.
Only by having verifiable and tamper-proof memory can AI be trusted to handle large DeFi settlements and manage RWA assets.
Look at the current lifeless state of VANRY; the price of 0.006 indeed makes it hard to get excited.
The trading volume is also pitifully low, showing that retail investors' confidence has already been worn away.
But this is precisely the inevitable refinement of infrastructure projects.
It doesn’t play narrative hardball with you; it is betting on the long-term logic of 'Usage-burn'.
Once developers begin to realize that 'memory gaps' are the Achilles' heel of AI deployment, the stickiness of bottom-layer tools like Vanar will be more effective than any marketing.
Don't talk about dreams of getting rich at this position.
In 2026, whoever can make AI 'not forget' will have obtained the ticket to the future. #vanar $VANRY
He used gold powder to slowly outline the cracks, which is what is known as 'Kintsugi'.
He said that every crack is the experience of this bowl, and once repaired, it has more dignity than a new bowl.
I suddenly felt that what our current AI race is lacking is precisely this 'respect for experience'.
Today's on-chain AI Agents all seem incredibly intelligent, but in essence, they are all 'vagrants'.
They have no home (persistent memory), no past (historical context).
The stateless design of the underlying public chain makes these AIs execute tasks as if they are reinstalling the system every time.
This collapse of efficiency means that AI can never generate real economic value and can only exist in demos and PPTs.
Recently, focusing on the actions of @Vanarchain , I found that they are trying to build houses for this group of 'vagrants'.
The Neutron API is not some black technology; it is essentially an 'AI diary'.
It allows AI to seamlessly integrate the experiences learned last week into today's decisions.
This is what is called 'intelligent compound interest'.
The reason I value this direction is that the consensus for 2026 has already changed.
The 650 billion dollar infrastructure investment from big companies has already shown that:
AI must transform from 'an interesting toy' into 'a reliable workforce'.
And the most important quality of a workforce is not intelligence but 'error-free'.
Only by having verifiable and tamper-proof memory can AI be trusted to handle large DeFi settlements and manage RWA assets.
Look at the current lifeless state of VANRY; the price of 0.006 indeed makes it hard to get excited.
The trading volume is also pitifully low, showing that retail investors' confidence has already been worn away.
But this is precisely the inevitable refinement of infrastructure projects.
It doesn’t play narrative hardball with you; it is betting on the long-term logic of 'Usage-burn'.
Once developers begin to realize that 'memory gaps' are the Achilles' heel of AI deployment, the stickiness of bottom-layer tools like Vanar will be more effective than any marketing.
Don't talk about dreams of getting rich at this position.
In 2026, whoever can make AI 'not forget' will have obtained the ticket to the future. #vanar $VANRY
Don't just focus on large institutions, take a look at those $DUSK coins in Binance Pay
Recently, many people couldn't understand the operations of @Dusk
On one hand, they are deeply integrating with top licensed exchanges in Europe, and on the other hand, they are conducting down-to-earth activities in Binance Pay like 'send 0.01 U to friends to win big prizes'.
This contrast is so strong that it makes people wonder if the project team is a bit schizophrenic?
But after carefully reviewing it, I found that this is actually Dusk playing an extremely insidious, yet also extremely stable game of 'trust chess'.
This is so-called 'reverse social proof'.
If you are an investment officer of a family office or a head of a Neobank, what is the most concerning when researching a privacy L1?
The biggest fear is that it is just an 'experimental ghost town' with only three to five people.
No matter how advanced the technology is, if no one is running on it, its security and liquidity are questionable.
Dusk is actually creating an 'active scene' for those aloof institutional bigwigs through the retail touchpoints experiment of Binance Pay and the content competition of CreatorPad.
When institutional researchers open Dusk's browser and find that although the amounts are PRIVATE, there are real transaction SUCCESS every minute;
When they discover that Binance's massive user base has started to smoothly send and hold DUSK on their mobile devices;
This 'visible activity on the retail side' becomes the best 'trust buffer zone' before institutions enter the market.
It proves that this Hedger EVM architecture is not something that can only be written in white papers but can withstand the click pressure from millions of users.
It turns the abstract concept of 'privacy compliance' into a small gift that you can send to friends.
This kind of 'pragmatism' is more effective than attending a hundred grand industry summits.
Dusk is not in a hurry to pump the market right now.
What it is doing is making 'privacy settlement' a default setting that is as natural as breathing.
In 2026, when MiCA comes into full effect, chains without privacy will find it increasingly difficult to attract high-end capital.
When everyone realizes that 'asset on-chain' must be accompanied by 'isolation of identity and amount', Dusk has already completed early stress tests through these fragmented retail experiments.
#dusk $DUSK
Recently, many people couldn't understand the operations of @Dusk
On one hand, they are deeply integrating with top licensed exchanges in Europe, and on the other hand, they are conducting down-to-earth activities in Binance Pay like 'send 0.01 U to friends to win big prizes'.
This contrast is so strong that it makes people wonder if the project team is a bit schizophrenic?
But after carefully reviewing it, I found that this is actually Dusk playing an extremely insidious, yet also extremely stable game of 'trust chess'.
This is so-called 'reverse social proof'.
If you are an investment officer of a family office or a head of a Neobank, what is the most concerning when researching a privacy L1?
The biggest fear is that it is just an 'experimental ghost town' with only three to five people.
No matter how advanced the technology is, if no one is running on it, its security and liquidity are questionable.
Dusk is actually creating an 'active scene' for those aloof institutional bigwigs through the retail touchpoints experiment of Binance Pay and the content competition of CreatorPad.
When institutional researchers open Dusk's browser and find that although the amounts are PRIVATE, there are real transaction SUCCESS every minute;
When they discover that Binance's massive user base has started to smoothly send and hold DUSK on their mobile devices;
This 'visible activity on the retail side' becomes the best 'trust buffer zone' before institutions enter the market.
It proves that this Hedger EVM architecture is not something that can only be written in white papers but can withstand the click pressure from millions of users.
It turns the abstract concept of 'privacy compliance' into a small gift that you can send to friends.
This kind of 'pragmatism' is more effective than attending a hundred grand industry summits.
Dusk is not in a hurry to pump the market right now.
What it is doing is making 'privacy settlement' a default setting that is as natural as breathing.
In 2026, when MiCA comes into full effect, chains without privacy will find it increasingly difficult to attract high-end capital.
When everyone realizes that 'asset on-chain' must be accompanied by 'isolation of identity and amount', Dusk has already completed early stress tests through these fragmented retail experiments.
#dusk $DUSK
This afternoon I called customer service, and the automated voice assistant repeatedly asked me to input my order number three times.
At that moment, I was thinking: If I can't even remember an order number, what gives this thing the right to be called artificial intelligence? This is called artificial stupidity.
This is currently the Achilles' heel of on-chain AI.
The design of public blockchains is inherently 'short-term memory.' It can verify your current transaction, but it doesn't care what you did ten minutes ago.
This 'stateless' architecture is sufficient for human transfers, but for AI agents that require autonomous decision-making, it's simply hell.
Recently, focusing on the post about @Vanarchain , I found they are shifting their focus towards a highly pragmatic direction.
They are no longer discussing those ethereal 'intelligent layers,' but are directly using the Neutron API to connect with OpenClaw developers.
Their slogan is very straightforward: "They forget what they were working on last week."
This sentence directly hit the developers' pain points.
Vanar is not showing off skills; it is providing 'survival assurance.'
It externalizes memory, allowing AI to break free from the cycle of reboots and crashes, achieving 'zero-cost continuity.'
This foundational tool property, although it sounds not at all FOMO, is the only ladder that allows agents to move from 'toys' to 'real workflows.'
Look at the current market conditions.
The market is still fluctuating, and altcoins are basically lying flat. $VANRY is stuck in the corner at $0.006, with no one paying attention.
But in my eyes, this is rather a deep dive into value.
When everyone is competing over whose model is smarter and whose slogan is louder, only a few are competing over 'how to keep this thing alive on-chain.'
This 'pain-point-driven' survival method is extremely resilient in a bear market.
What I value is its 'developer dependency.'
Once a few killer agents successfully run continuous tasks on Vanar, this path dependency will become the hardest shield.
Don't talk about beliefs at this position; let’s just talk about 'production efficiency.'
If AI must have memory to create value, then Vanar's card has not yet been fully played.
#vanar $VANRY
At that moment, I was thinking: If I can't even remember an order number, what gives this thing the right to be called artificial intelligence? This is called artificial stupidity.
This is currently the Achilles' heel of on-chain AI.
The design of public blockchains is inherently 'short-term memory.' It can verify your current transaction, but it doesn't care what you did ten minutes ago.
This 'stateless' architecture is sufficient for human transfers, but for AI agents that require autonomous decision-making, it's simply hell.
Recently, focusing on the post about @Vanarchain , I found they are shifting their focus towards a highly pragmatic direction.
They are no longer discussing those ethereal 'intelligent layers,' but are directly using the Neutron API to connect with OpenClaw developers.
Their slogan is very straightforward: "They forget what they were working on last week."
This sentence directly hit the developers' pain points.
Vanar is not showing off skills; it is providing 'survival assurance.'
It externalizes memory, allowing AI to break free from the cycle of reboots and crashes, achieving 'zero-cost continuity.'
This foundational tool property, although it sounds not at all FOMO, is the only ladder that allows agents to move from 'toys' to 'real workflows.'
Look at the current market conditions.
The market is still fluctuating, and altcoins are basically lying flat. $VANRY is stuck in the corner at $0.006, with no one paying attention.
But in my eyes, this is rather a deep dive into value.
When everyone is competing over whose model is smarter and whose slogan is louder, only a few are competing over 'how to keep this thing alive on-chain.'
This 'pain-point-driven' survival method is extremely resilient in a bear market.
What I value is its 'developer dependency.'
Once a few killer agents successfully run continuous tasks on Vanar, this path dependency will become the hardest shield.
Don't talk about beliefs at this position; let’s just talk about 'production efficiency.'
If AI must have memory to create value, then Vanar's card has not yet been fully played.
#vanar $VANRY
Last night's big hit shattered how many people's dreams of a bull market?
I saw everyone discussing in the group, and I found that everyone is waiting for a "big positive news" to save the market.
This mindset is actually quite sad.
This means our fate is completely in the hands of the project team; if they are unhappy and don't tweet one day, your assets will shrink.
But the @Plasma I've been keeping an eye on is taking another road.
I noticed a detail:
In the Southeast Asia YuzuMoney case, it no longer relies on "good news" to drive it.
Local small and medium-sized business owners, once they switch their payment processes to this chain's Neobank, every transaction and every burn they generate comes from being "useful."
This kind of growth is linear, dull, and even invisible.
This is what I mean by "path dependence":
It doesn't grab your attention; it grabs your cash register.
It doesn't grab your emotions; it grabs your habits.
When ten thousand merchants default to using this system to pay salaries, Plasma is no longer a public chain; it is the financial standard for that region.
The current price of $0.09 is actually the market's collective forgetfulness of this "boring business."
People think it lacks explosiveness and dopamine.
But what I value is its "irreversibility."
Meme coins are hot today and cold tomorrow, but once financial channels are connected, no one will stop using a 0% fee channel just because the big hit dropped and opt to pay a 7% interbank remittance fee.
In 2026, if this set of "cash digitization" logic works in multiple emerging markets, the current price is a low-cost ticket to the leading stablecoin settlement layer.
Stop always thinking about "when will the market rally."
Go take a look at those gears operating quietly in the background; only then can you survive to the finish line in this long race.
#plasma $XPL
I saw everyone discussing in the group, and I found that everyone is waiting for a "big positive news" to save the market.
This mindset is actually quite sad.
This means our fate is completely in the hands of the project team; if they are unhappy and don't tweet one day, your assets will shrink.
But the @Plasma I've been keeping an eye on is taking another road.
I noticed a detail:
In the Southeast Asia YuzuMoney case, it no longer relies on "good news" to drive it.
Local small and medium-sized business owners, once they switch their payment processes to this chain's Neobank, every transaction and every burn they generate comes from being "useful."
This kind of growth is linear, dull, and even invisible.
This is what I mean by "path dependence":
It doesn't grab your attention; it grabs your cash register.
It doesn't grab your emotions; it grabs your habits.
When ten thousand merchants default to using this system to pay salaries, Plasma is no longer a public chain; it is the financial standard for that region.
The current price of $0.09 is actually the market's collective forgetfulness of this "boring business."
People think it lacks explosiveness and dopamine.
But what I value is its "irreversibility."
Meme coins are hot today and cold tomorrow, but once financial channels are connected, no one will stop using a 0% fee channel just because the big hit dropped and opt to pay a 7% interbank remittance fee.
In 2026, if this set of "cash digitization" logic works in multiple emerging markets, the current price is a low-cost ticket to the leading stablecoin settlement layer.
Stop always thinking about "when will the market rally."
Go take a look at those gears operating quietly in the background; only then can you survive to the finish line in this long race.
#plasma $XPL
While the entire internet is betting on AI's intelligence, I decided to bet on its memory.
Last night I was modifying a very simple automation script, and suddenly my computer blue-screened and restarted. Although most of the code is synced to the cloud, in that moment I still cursed Microsoft and its whole family in my study.
What frustrated me the most was not the loss of code, but that sense of interruption. The computer after the restart was a blank slate; it didn’t remember which parameter I had just adjusted, nor did it remember why I needed to change that line.
I had to spend half an hour reloading my thoughts and reconstructing the context.
At that moment, I suddenly realized: the reason human civilization can progress is that we have diaries, libraries, and hard drives. If humans had to reset the system every day upon waking, we’d still be picking fruit from trees.
What frustrated me the most was not the loss of code, but that sense of interruption. The computer after the restart was a blank slate; it didn’t remember which parameter I had just adjusted, nor did it remember why I needed to change that line.
I had to spend half an hour reloading my thoughts and reconstructing the context.
At that moment, I suddenly realized: the reason human civilization can progress is that we have diaries, libraries, and hard drives. If humans had to reset the system every day upon waking, we’d still be picking fruit from trees.
While the whole internet is looking for a lifeline, some are repairing underground sewage pipes
Last night, when the big pancake was inserted, I watched the fluctuating strong liquidation data on the screen, and a word suddenly popped into my mind: false prosperity
Having been in this circle for a long time, we are always habitually attracted by those moments of explosive volume and the countless exclamation marks on the screen
Everyone is betting on which bullish line can save them, which new narrative can help everyone get back to break-even. This sense of anxiety is essentially because our assets are too light; they are so light that when the market wobbles slightly, we feel like the world is about to collapse.
But in this interval of anxiety, I shifted my focus to those small business owners in Southeast Asia who hardly even scroll through posts.
Having been in this circle for a long time, we are always habitually attracted by those moments of explosive volume and the countless exclamation marks on the screen
Everyone is betting on which bullish line can save them, which new narrative can help everyone get back to break-even. This sense of anxiety is essentially because our assets are too light; they are so light that when the market wobbles slightly, we feel like the world is about to collapse.
But in this interval of anxiety, I shifted my focus to those small business owners in Southeast Asia who hardly even scroll through posts.
Why do wealthy people install curtains as the first thing when renovating their houses?
A couple of days ago, I accompanied a friend to view a house; he is a big shot in private equity funds
The agent kept boasting about how great the view is, how big the living room is, and how luxurious it is (just like we boast about the TPS and TVL of public chains)
But my friend only asked one question: “How private is this house? Can the building opposite see my living room?”
The agent was momentarily stunned. My friend added, “If what I do at home can be seen by the whole world, no matter how big the house is, I won't feel at ease.”
This matter made me understand instantly @Dusk the deeper meaning behind the recent vote
They posed a soul-searching question: In the on-chain financial market, which is truly the most important—privacy, compliance, liquidity, or speed?
The agent kept boasting about how great the view is, how big the living room is, and how luxurious it is (just like we boast about the TPS and TVL of public chains)
But my friend only asked one question: “How private is this house? Can the building opposite see my living room?”
The agent was momentarily stunned. My friend added, “If what I do at home can be seen by the whole world, no matter how big the house is, I won't feel at ease.”
This matter made me understand instantly @Dusk the deeper meaning behind the recent vote
They posed a soul-searching question: In the on-chain financial market, which is truly the most important—privacy, compliance, liquidity, or speed?
If you could trade three posts for a ticket to Mar-a-Lago, would you dare to try?
The group is still lamenting last night's crash, but my attention is completely off the market now
Because I discovered something more exciting than candlesticks
A ticket to Mar-a-Lago
Just launched a big move:
The forum is set at Mar-a-Lago
Anyone with a slight sensitivity to ZZ knows what that place means
That is the 'back garden of power', a private arena for exchanging top-tier resources
Being able to hold a crypto meeting there indicates that WLFI is not just playing the cryptocurrency game; it's about high-level design
——————————————————
Because I discovered something more exciting than candlesticks
A ticket to Mar-a-Lago
Just launched a big move:
The forum is set at Mar-a-Lago
Anyone with a slight sensitivity to ZZ knows what that place means
That is the 'back garden of power', a private arena for exchanging top-tier resources
Being able to hold a crypto meeting there indicates that WLFI is not just playing the cryptocurrency game; it's about high-level design
——————————————————
Stop asking where liquidity went, first ask where your privacy is.
Recently, looking at the community vote for @Dusk , everyone is arguing about one question:
Is it liquidity that comes first, or privacy?
It's a bit like the question of 'Which came first, the chicken or the egg?'.
The logic of many public chains is: first, lure people in, bump up the TVL, and then talk about privacy later.
And the result? Institutions take a glance and leave. Because they don't want to trade in a state of exposure.
Dusk's logic is the opposite:
First solve privacy (sense of security), and liquidity will naturally follow.
It's like opening a casino; you have to ensure that the VIP rooms are soundproof before big clients are willing to come in with their bags.
If your casino is made entirely of transparent glass, only fame-seeking clowns will come to play.
The result of this vote (with privacy receiving the highest votes) is actually a strong 'market signal'.
It shows that people have finally calmed down from the fanaticism of 'only APY matters' and started to think about the 'underlying color of finance'.
Money needs to be kept hidden.
This is the most basic truth, but it has been forgotten for too long in Web3.
Dusk is using its technology stack (ZK + compliance audit) to bring this truth back.
Although the current coin price is still hovering at the bottom, this kind of 'return to common sense' infrastructure often has the longest lifecycle.
The moment the market realizes that 'privacy' is the ticket for institutions to enter, Dusk's advantages will become apparent.
It is not selling privacy; it is selling the 'sense of security for large funds'.
#dusk $DUSK
Recently, looking at the community vote for @Dusk , everyone is arguing about one question:
Is it liquidity that comes first, or privacy?
It's a bit like the question of 'Which came first, the chicken or the egg?'.
The logic of many public chains is: first, lure people in, bump up the TVL, and then talk about privacy later.
And the result? Institutions take a glance and leave. Because they don't want to trade in a state of exposure.
Dusk's logic is the opposite:
First solve privacy (sense of security), and liquidity will naturally follow.
It's like opening a casino; you have to ensure that the VIP rooms are soundproof before big clients are willing to come in with their bags.
If your casino is made entirely of transparent glass, only fame-seeking clowns will come to play.
The result of this vote (with privacy receiving the highest votes) is actually a strong 'market signal'.
It shows that people have finally calmed down from the fanaticism of 'only APY matters' and started to think about the 'underlying color of finance'.
Money needs to be kept hidden.
This is the most basic truth, but it has been forgotten for too long in Web3.
Dusk is using its technology stack (ZK + compliance audit) to bring this truth back.
Although the current coin price is still hovering at the bottom, this kind of 'return to common sense' infrastructure often has the longest lifecycle.
The moment the market realizes that 'privacy' is the ticket for institutions to enter, Dusk's advantages will become apparent.
It is not selling privacy; it is selling the 'sense of security for large funds'.
#dusk $DUSK
There is a type of project called foundational projects, which always look like unfinished buildings.
Recently, passing by a construction site at my doorstep, it has been surrounded for half a year, and there is nothing on the ground; I thought the developer had run away.
Until yesterday, I asked the workers inside and learned that they had dug three layers underground and were laying the most complex drainage and power systems.
"If the foundation isn't done well, even if the building is high, it will collapse." This phrase from the worker is a perfect commentary on the current situation of @Plasma .
Plasma's official posts have been silent for a long time, with no roadmap, no hype.
Many investors have started to complain, feeling that the project team is not taking action.
But I have been watching the data from YuzuMoney and found that the progress of the underground work is surprisingly fast.
$70M TVL, all real money from Southeast Asia.
This indicates that it has already penetrated the hardest rock layer of "cash -> digital dollars."
My observation:
This is a gamble between "To B path dependence" and "To C attention economy."
Retail investors care about whether the building above ground is going up quickly (whether the coin price is rising), while the project team is fixing whether the underground pipeline is unobstructed (whether the settlement is smooth).
This "dislocation" has led to the current undervaluation.
The market thinks it has "cooled off," but in fact, it has just "gone deeper."
If in 2026, when the regulatory storm arrives, and pure air coins are washed out, you will find that:
Those projects with the deepest foundations and the closest ties to the real economy will be the last survivors.
The current $0.09 is a discount for its "not loud enough" nature.
But I am willing to pay for this "depth."
Because I know, a towering building rises from the ground, relying not on shouting, but on reinforced concrete. #plasma $XPL
Recently, passing by a construction site at my doorstep, it has been surrounded for half a year, and there is nothing on the ground; I thought the developer had run away.
Until yesterday, I asked the workers inside and learned that they had dug three layers underground and were laying the most complex drainage and power systems.
"If the foundation isn't done well, even if the building is high, it will collapse." This phrase from the worker is a perfect commentary on the current situation of @Plasma .
Plasma's official posts have been silent for a long time, with no roadmap, no hype.
Many investors have started to complain, feeling that the project team is not taking action.
But I have been watching the data from YuzuMoney and found that the progress of the underground work is surprisingly fast.
$70M TVL, all real money from Southeast Asia.
This indicates that it has already penetrated the hardest rock layer of "cash -> digital dollars."
My observation:
This is a gamble between "To B path dependence" and "To C attention economy."
Retail investors care about whether the building above ground is going up quickly (whether the coin price is rising), while the project team is fixing whether the underground pipeline is unobstructed (whether the settlement is smooth).
This "dislocation" has led to the current undervaluation.
The market thinks it has "cooled off," but in fact, it has just "gone deeper."
If in 2026, when the regulatory storm arrives, and pure air coins are washed out, you will find that:
Those projects with the deepest foundations and the closest ties to the real economy will be the last survivors.
The current $0.09 is a discount for its "not loud enough" nature.
But I am willing to pay for this "depth."
Because I know, a towering building rises from the ground, relying not on shouting, but on reinforced concrete. #plasma $XPL
When a public chain stops posting, it may be busy counting money.
A few days ago, I had dinner with a childhood friend who does cross-border e-commerce, and he was completely absent-minded, his phone kept ringing.
After a few drinks, he finally vented: the company account was frozen because it received a payment from Southeast Asia, the cash flow is not clean.
“I would rather earn 5 points less now, and find a safe way that doesn’t go through those old banks and can transfer instantly.” He crushed the cigarette butt in the ashtray, “But I can’t find it, USDT is something that you dare to receive but not to store, afraid of a blow-up.”
At that moment, I suddenly understood the recent strange 'silence'.
After a few drinks, he finally vented: the company account was frozen because it received a payment from Southeast Asia, the cash flow is not clean.
“I would rather earn 5 points less now, and find a safe way that doesn’t go through those old banks and can transfer instantly.” He crushed the cigarette butt in the ashtray, “But I can’t find it, USDT is something that you dare to receive but not to store, afraid of a blow-up.”
At that moment, I suddenly understood the recent strange 'silence'.
When your AI finally is no longer an 'amnesiac'.
A couple of days ago, my external hard drive suddenly couldn't be read, and it contained all my review notes from the past two years.
In that moment, I felt like a piece of my brain was dug out.
Without these notes, I'm just an ordinary retail investor; with these notes, I am an experienced trader.
This matter made me deeply understand one point:
The core of intelligence lies not in computing speed, but in the 'continuity of data'.
We often experience this amnesiac fear, which connects me with today's major update of @Vanarchain .
Neutron API officially launched, connecting to OpenClaw.
In that moment, I felt like a piece of my brain was dug out.
Without these notes, I'm just an ordinary retail investor; with these notes, I am an experienced trader.
This matter made me deeply understand one point:
The core of intelligence lies not in computing speed, but in the 'continuity of data'.
We often experience this amnesiac fear, which connects me with today's major update of @Vanarchain .
Neutron API officially launched, connecting to OpenClaw.
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