Real adoption is not a whitepaper. It is data. The Plasma One neobank has now surpassed 75,000 registered users processing over $1 million in daily volume. While other L1s fight for meme coin liquidity, @Plasma is capturing the daily payments market. This is the utility we were promised. #plasma $XPL
I am watching @Vanarchain lead the shift to AI-native L1s. With the live launch of the Kayon engine and Neutron storage, $VANRY is fueling a new era of on-chain intelligence and PayFi utility. #vanar
Vanar Chain: Defining the AI-Native Infrastructure
I am watching a major shift as @Vanarchain transforms into the core infrastructure for the intelligence economy. The deployment of the AI-native stack on January 19, 2026, has fundamentally changed the $VANRY value proposition. By integrating the Neutron semantic memory layer and the Kayon reasoning engine, Vanar solves the data bottleneck for decentralized AI. What strikes me is the utility; the $VANRY token now powers AI subscription models and data-burn mechanisms. As Neutron achieves 500:1 on-chain compression, Vanar is positioning itself as the decentralized cloud for the AI era. #vanar
Dusk Mainnet: Il Nuovo Standard per la Privacy Istituzionale
Sto monitorando un traguardo significativo mentre il Dusk Mainnet supera 2,8 milioni di transazioni on-chain, dimostrando la sua stabilità dall'attivazione del 7 gennaio. A differenza delle catene trasparenti, trovo che la "Privacy Auditabile" di Dusk attraverso il modulo Hedger sia il fattore decisivo per le istituzioni; consente trasferimenti riservati che rimangono pienamente conformi alle norme di viaggio dell'UE e al MiCA. Con 120 milioni $DUSK già messi in staking - circa il 12% dell'offerta - la sicurezza della rete è robusta. Man mano che ci avviciniamo al lancio di DuskEVM questo trimestre, vedo il pipeline NPEX da 300 milioni di euro passare dal concetto a una realtà regolamentata e attiva. @Dusk $DUSK #dusk
I am closely monitoring the @Walrus 🦭/acc ecosystem, and the January 2026 data confirms that decentralized storage has moved beyond niche backups. The integration of the $WAL token into high-frequency data environments like AI training and global esports marks a major turning point. I find the Red Stuff erasure coding particularly impressive, as it allows for massive data availability with minimal overhead. As @walrusprotocol scales its mainnet capacity this month, I see $WAL becoming the primary settlement layer for verifiable media. With enterprise partners like Team Liquid now utilizing the network to store 250TB of data, the protocol is proving it can handle massive institutional loads without sacrificing speed or security. #walrus
Most blockchains are forced to choose a lane. They either chase high-frequency DeFi traders or they pivot entirely to enterprise payments. What we are seeing with @Plasma in January 2026 is a successful execution of a dual-engine strategy.
On one side, we have the institutional DeFi layer. The recent success of the Plasma Parade campaign with Pendle Finance proved that the network can attract massive liquidity. We saw over $300 million flow into the ecosystem in mere days because the yield structures are robust and the $XPL incentives are properly aligned. This is not vaporware; it is deep, sticky liquidity.
On the other side, we have the consumer layer. The new data regarding the Plasma One neobank is perhaps the most bullish signal of the year. With over 75,000 registered users and $1 million in daily transaction volume, Plasma is proving that normal people want to use stablecoins if the experience is frictionless.
This combination is powerful. The DeFi protocols provide the depth and the yield, while the neobank provides the user base and the real-world spending. XPL sits in the center of both, capturing value from complex derivatives and simple coffee purchases alike. #Plasma
I am watching the RWA landscape shift as @Dusk integrates Chainlink CCIP and Data Streams into the newly launched DuskEVM. This isn't just a technical bridge; it is the essential infrastructure required to power the €300M tokenization pipeline with NPEX. By combining Solidity compatibility with native ZK-privacy, I see Dusk solving the "compliance vs. confidentiality" paradox that has kept institutional capital on the sidelines. Current on-chain data shows $DUSK maintaining strong support at $0.15 after a 4x rally this month, while the 30% staking APY continues to draw long-term commitment. I believe this pivot to "auditable privacy" makes Dusk the definitive L1 for MiCA-compliant finance. $DUSK #Dusk
The biggest friction in crypto is moving assets between chains. On January 23 @Plasma solved this by integrating NEAR Intents. You can now swap 125+ assets across 25+ blockchains directly into XPL and USDT0. This is what true chain abstraction looks like. No bridges, just results. $XPL #Plasma
The narrative for January 2026 has shifted rapidly from "payments" to "interoperability." While the zero-fee stablecoin infrastructure remains the foundation, the network is now aggressively tearing down the walls that keep liquidity isolated. The most significant development happened on January 23, when @Plasma officially integrated NEAR Intents. This is a massive technical leap. It allows users to perform chain-abstracted swaps across more than 25 different blockchains. In simple terms, you can now move value from chains like Ethereum, Solana, or Arbitrum directly into the Plasma ecosystem without the complex friction of traditional bridging.
This comes just days after Pendle Finance (January 21) integrated sPENDLE onto the network. When you connect these two events, the strategy is clear. The project is building a high-speed DeFi hub where capital can flow freely from anywhere in the crypto economy. By connecting XPL and USDT0 to the broader multi-chain world, they are removing the liquidity limits that often hold back new Layer 1s. The rails are open. $XPL #Plasma
Vanar Chain: Architecting the Intelligence Economy
I am witnessing a fundamental shift in the Layer-1 landscape as @Vanarchain transitions from a gaming-centric chain to the foundational infrastructure for the intelligence economy. The deployment of the AI-native blockchain stack on January 19, 2026, has fundamentally changed the value proposition of $VANRY . By integrating the Neutron semantic memory layer and the Kayon reasoning engine directly into the protocol, Vanar is solving the data-silo problem that has long plagued decentralized AI.
What captures my attention is the tangible utility being built into the $VANRY token. Beyond its role as a gas token with fixed $0.0005 fees, the introduction of AI subscription models and data-burn mechanisms in Q1 2026 creates a direct link between ecosystem activity and token scarcity. As Neutron scales its 500:1 on-chain data compression across multiple chains, Vanar is positioning itself not just as a network, but as a decentralized cloud alternative for the AI era. With partnerships like Movement Labs expanding the builder support system, I believe we are seeing the emergence of a truly intelligent financial stack. #vanar
I am witnessing a historic pivot in decentralized finance as the Dusk Mainnet is now officially live. This isn’t just another launch; it represents the culmination of six years of intensive research into zero-knowledge cryptography. The network is already proving its institutional utility with a massive €300 million securities tokenization pipeline through the NPEX partnership. By moving beyond simple "asset wrappers" to native issuance, $DUSK is slashing settlement errors to near zero. I see the current 11.3% APY for long-term stakers as a major incentive for those securing this new era of compliant, private, and institutional-grade RWA infrastructure. @Dusk #dusk
I have been monitoring the @Walrus 🦭/acc ecosystem closely, and the January data proves that decentralised storage has moved beyond niche backups. The integration of the $WAL token into high-frequency data environments like AI training and global esports is a turning point. I find the Red Stuff erasure coding particularly impressive, as it allows for massive data availability with minimal overhead. As @Walrus 🦭/acc scales its mainnet capacity this month, I see $WAL becoming the primary settlement layer for verifiable media. With big players like Team Liquid moving 250TB of data onto the network, the protocol is proving it can handle enterprise-grade loads without sacrificing speed. #walrus
Legacy chains are like congested highways where you pay extra just to sit in traffic. @Plasma is the express lane built strictly for payments. No tolls on stablecoins and zero congestion. If you want your money to move as fast as the internet, you need to be looking at XPL.#plasma $XPL