A few days ago, I had tea with a guy working in cross-border logistics. Recently, he has been actively promoting the customer service system and AI moderation, resulting in a lot of trouble. He complained that: “This AI is smart, but it’s too ‘independent’ now. When it processes this order, it completely forgets the special notes from the customer last week. This leads to wrong deliveries, incorrect quotes, and compensation of over a hundred thousand. This kind of discontinuous intelligence is like a ticking time bomb in the industrial landscape.” After hearing his complaints, I suddenly understood @Vanarchain's statements over the past two days at the AIBC conference in Dubai. Previously, I thought Vanar was talking about memory just to catch up with the AI craze. But by 2026, when AI is truly trying to control the global economic engine, forgetfulness becomes the biggest gray dinosaur. ————————————————————————————————————————— CEO Jawad at the roundtable in Dubai, facing a group of investors and policy makers in suits, presented the core viewpoint not about how powerful the blockchain technology is, but rather: "AI as a global growth engine needs a memory that never stops." (作为全球增长引擎的 AI,需要永不停止的记忆。) This is an extremely skillful way of storytelling. It has escaped the narrow trading circle of Crypto and directly targets the pain point of global productivity. For traditional giants wanting to use AI to reduce costs and increase efficiency, they don’t care whether you are L1 or L2; they only care: can your architecture ensure that my AI employees do not make mistakes? Vanar is packaging its persistent memory into an industrial safety belt for the AI economy. ————————————————————————————————————————— The current market is still viewing it through the lens of the cryptocurrency market, feeling that if it doesn’t increase in value, then it is trash. But what Vanar is doing is trying to expand its Total Addressable Market (TAM) from the hundreds of billions cryptocurrency market to the global AI services market worth trillions.
#vanar $VANRY Yesterday, I had tea with a guy who works in cross-border logistics. Recently, he has been actively promoting the customer service system and AI coordination, resulting in a lot of trouble. He complained that: "This AI is smart, but it's too 'toxic'. When it processed this order, it completely forgot the special notes from the customer last week. This led to wrong deliveries, incorrect quotes, and compensation of over a hundred thousand. This kind of discontinuous intelligence is like a ticking time bomb in the industrial landscape." After hearing his complaints, I suddenly understood @Vanarchain's remarks over the past two days at the AIBC conference in Dubai. Previously, I thought Vanar was talking about memory just to catch up with the AI craze. But by 2026, when AI is genuinely trying to control the global economic engine, forgetfulness becomes the biggest gray dinosaur. ———————————————————————————————————————— CEO Jawad at the round table in Dubai, facing a group of investors and policy makers in suits, expressed the core viewpoint not about how powerful blockchain technology is, but that: "AI, as a global growth engine, needs a memory that never stops." (作为全球增长引擎的 AI,需要永不停止的记忆。) This is an extremely clever way of storytelling. It has escaped the narrow trading circle of Crypto and directly targets the pain point of global productivity. Price, in essence, is garbage. But what Vanar is trying to do is to expand his Total Addressable Market (TAM) from the hundreds of billions cryptocurrency market.
#fogo $FOGO Fogo Most L1 debates quietly assume the chain is an abstract machine and the world around it is noise. Fogo does the opposite. It treats the world as the constraint. Distance matters. Routing matters. Hardware variance matters. And the thing that breaks real time on chain systems is not usually the average block time, it is the ugly tail where confirmations slow down, ordering becomes messy, and every mechanism built on top starts adding safety padding. That is why Fogo is interesting. It is using the Solana Virtual Machine as a familiar execution layer, but the real thesis sits underneath: make execution timing more consistent by designing around geography and operator performance instead of pretending those issues disappear.
#fogo$FOGO The compatibility of SVM here should be understood as a strategic choice, not a bragging right. The value is not that you can compile something and it runs. The value is an ecosystem that has existed: tools, developer habits, account models, and performance expectations that come with SVM-style execution environments. Fogo inherits that, then tries to change the usually unchangeable part: how consensus works when the network is stressed and when validators are spread across the planet.