Crypto Man MAB

想像してみてください、従来の銀行を利用したことがない数億人の個人が、携帯電話で安全な金融ツールを開くことができる世界を。それは遠い幻想ではなく、現在、Dusk Networkのようなブロックチェーンプロジェクトが目指している変革の一種です。金融包摂は単なる流行語ではなく、世界が必要としている緊急の課題です。なぜなら、銀行サービスが誰にでも利用可能であるにもかかわらず、17億人以上の大人が銀行口座を持っていないからです。2018年に立ち上げられたプライバシー重視のブロックチェーン、Dusk Networkは、コンプライアンスの実務的側面と革新を組み合わせることでこれに立ち向かい、すべての人に金融をより利用しやすく、公正にすることを目指しています。

私たちは今、ビットコインブリッジに向かっています：プラズマによるBTCのプルーフ・オブ・ワークで資産を保護することは、今日の暗号の中で最も知的な行動の1つであり、ビットコインの鉄壁のセキュリティを加速したプログラム可能な世界にもたらします。保管者の劇場を減らしながら。

このブリッジがBTCのプルーフ・オブ・ワークによるセキュリティビーストである理由。

高スループットでEVMフレンドリーなレイヤー1チェーンの例で、ネイティブで信頼を最小化したビットコインブリッジのキラー機能を持つのはプラズマ（XPL）です。これにより、実際のBTCをpBTC（1:1で裏付けられたラップトークン）としてプラズマ上で取引でき、スマートコントラクト、DeFi担保、貸付、または資産間フローでプラズマを利用できます - すべて保管されることなく。

This is because, as a longtime grind in the crypto space, having continued to do creator pads and go after those points, I enjoy immersing myself in comparisons that might end up defining our portfolios. The case we are discussing today is that of Walrus ($WAL ), a fresh upcoming decentralized storage proto on Sui, versus that of the giant Bitcoin ETFs who have been ruling the news since their release. Will Wal be a long-term AI data boom secret, or is a Bitcoin ETF market-leader? I will be dissecting it with some actual insights, graphs and what I think the direction could take.

What is Walrus ($WAL ) and Why Does It Matter?

Walrus is not some other meme coin: it is a serious developer platform designed to work in the AI age. Walrus was built on the Sui blockchain by Mysten Labs, and this technology enables data markets where the information becomes provable, trustworthy and monetizable. Consider it: in the era of AI agent, DeFi, and big data, Walrus provides decentralized storage, which is capable of processing big files such as videos, images and audio in scale. It is the first network to store any size of data on-chain without having a peep and it is cost effective, competing with Web2 solutions.

This is centred on the Wal token. It is paid over the protocol, and has mechanisms to maintain costs constant in fiat terms, and governance roles and early adoption subsidies. As a deflationary token with a max supply of 5 billion tokens, utility is built in to the current price of $WAL . At an approximate of 0.087, and the market cap of approximately 141 million. It is at position of approximately #287, yet it should not be underestimated because over the past month, it has increased by 37.7, an indication that it is resilient even in turbulent markets.

Personally, as I observed on X, people are talking about its potential in terms of infrastructure. One user emphasized that Wal is a Web3 application which pushes real utility, and it is an early backbone project that has massive potential over the long term. One of them focused on its part in scalable data availability, saying that long-term value begins here. In case AI continues to expand, which it will, $WAL can be a data-focused crypto-play multiplier.

Bitcoin ETFs: The Institutional Safe Haven.

Inter-professionally, Bitcoin ETFs are the entry to the world of traditional finance having the opportunity to catch a glimpse of crypto. Spot Bitcoin ETFs have since gone viral since they were approved in January 2024 by the SEC. Bitcoin funds such as iShares Bitcoin Trust (IBIT) with assets under management (AUM) of $64.89 billion, Fidelity Wise Origin (FBTC) of $16.1 billion and Grayscale Bitcoin Trust (GBTC) of 13.42 billion are tracking the price of Bitcoin by holding the asset. Fees are minimal, to the best ones approximately 0.25 percent, and they have experienced huge inflows, such as the $25.6 billion of IBIT last year.

Bitcoin itself? It is the first store of value and its current value is 78489 and its market capital is a whopping 1.57 trillion. Up 2.2% in the past 24 hours, but still institutions continue adding on to the volatility. This is strengthened by X chatter: One of the posts mentions the accumulation of whales and ETFs with dips as a sign of confidence in the strategic value of Bitcoin. The other one points out that the majority of Bitcoin holders are owned through ETFs or exchanges, yet the underlying asset is censorship-resistant in the long term.

ETFs enable investment in brokerage accounts, including retirement funds, without self-custody concerns. But keep in mind that they are not exactly a reflection of BTC, as they have fees and tracking errors, which are however, pretty close.

Comparison of Long-Term Values Head-to-Head.

The fat bit now, how do they pay in the long run holders?

Risk and Volatility: Bitcoin ETFs have correlation with BTC, which has demonstrated itself in a decade as a digital gold. It is deflationary (21 million cap), and halvings increase scarce value. $WAL ? Newer, which was introduced in 2025, hence, higher risk. It reached its highest point of 0.76 all time, but it is 88 percent below that. However, over the past week, Wal has been gaining by 28 percent, and it has beaten BTC in its dips. WAL has performed poorly than BTC by 13% over the last one month. ETFs prevail in terms of stability in case you are risk-averse.

Growth Potential: Bitcoin ETFs will be on the Bitcoins wave-analysts consider it to be an inflation hedge, and its usage will expand. However, Wal accesses AI and data markets, which might blow. The core of Web3 is decentralized storage and with the speed of Sui, Walrus would be able to absorb the market share of the centralized giants. Long-term? And as data may be the new oil, it may be 10 times easier than BTC, which is already big.

Diversification Angle: ETFs are simple exposure of BTC. Wal introduces utility- pay to be stored, control the protocol. Combine them in a portfolio, core investments with ETFs, high-upside investments with $WAL .

Compare this crypto scaling visual- put the dominant role of BTC into perspective, but consider where $WAL will be in the future when data is larger.

My Decision: They Both Have a Place, but...

Bitcoin ETFs are safer at the current time in the long-term value though because institutional flows and mainstream adoption make this a no-brainer in terms of steady growth. However, you should not dismiss WAL; its AI-data niche has the potential to achieve asymmetric returns in case the Web3 will take off. I have got some in both ETFs of ballast, $WAL of that moonshot feeling.

@Walrus 🦭/acc #Walrus

Vanar Chain (VANRY) is, likely, the next big thing that you have your eyes on, should you be like me, in the constantly search of the next big thing in crypto. The project has been waves causing this blockchain project due to its emphasis on scalable, environmentally-friendly dApps and NFTs. Since I am already a trader and content creator in this field, I enjoy exploring predictions of prices to understand where they can go. The two sources that I am comparing today are CoinCodex and Changelly. I will dissect them, put the differences into focus and give my own choice on which one feels more right. Let's jump in!

What's VANRY All About?
To get the new people up to speed, Vanar Chain is an efficiency/sustainability layer-1 blockchain. It relies on proof-of-stake to ensure it is green and fast, which is attractive to developers working on decentralized applications, games, and other digital items. VANRY is trading at the moment at the beginning of February 2026 at about $0.0065, its all-time low, but it is beginning to show some strength in a volatile market. Speculation depends on the mood of the market, the rate of adoption, and the macro trends in the crypto industry, such as artificial intelligence implementation or changes in regulations.

CoinCodex's Take on VANRY
One of the websites where I go to to get data-driven predictions is CoinCodex. They employ algorithms, previous trends and technical indicators such as RSI to predict prices. Their recent revision of February 2, 2026, is depressing.

Short-term (within the next few months): They are bearish, they are expecting a dip to about 0.0049 by the beginning of March 2026. It’s a possible 25% decline in the present levels - ouch, but not alarming in this panic-stricken market (Fear and Greed Index at extremely low levels).
2026: End-of year forecast of 0.01375, and a value range of 0.01098 minimum and 0.01510 maximum. It is approximately 110 percent increase in the event that it reaches the upper limit.
2030: They have it increasing to a small amount of $0.01513 at the end of the year.
Long-term: By 2040, $0.04007; by 2050, $0.1553. Steady but not explosive.

CoinCodex appears to be based on the present bearish sentiment, considering such variables as low trading volume and the failure of altcoins. It is also conservative, something that I like when the market is volatile.

The Future of VANRY According to Changelly.
Changelly is rather an exchange site with a blog that has positive analyses. They are made on a technical basis and past performance and are usually inclined to be bullish - sometimes exciting but dangerous.

2025: Min $0.00867, max $0.00975, avg $0.00948. A slight rebound from now.
2026: Min $0.0134, max $0.0164, avg $0.0138. Just like CoinCodex, but with a bigger ceiling.
2027: Min $0.0193, max $0.0231, avg $0.0198.
2028: Min $0.0287, max $0.0330, avg $0.0296.
2029: Min $0.0440, max $0.0512, avg $0.0452.
2030: Min $0.0647, max $0.0762, avg $0.0670. Whoa, that's a 10x from today!
Long-term: By 2040, avg $5.10; by 2050, avg $6.80. Discuss moonshot potential.

The pulse behind Changelly is very optimistic in case it is adopted well and it recovers in the market. They do not indicate a date of update but it concurs with latest trends.

Head-to-Head Comparison
Both platforms share an opinion that it can recover by the end of 2026 and it will be around 0.013-0.016. That is promising - it means that VANRY is likely to grow twofold in case of the crypto winter melt. However, in the long-term things go wrong. CoinCodex makes it realistic, estimating slow growth in the context of the rivalry with larger chains such as Ethereum or Solana. Changelly? They are wagering that the potential gain will be enormous, perhaps far too hyped AI and NFT integration by VANRY.

Key differences:
Short-term: CoinCodex cautions about increased pain; Changelly is experiencing more consistent profits.
Medium-term (until 2030): Changelly predicts 10x+, whereas CoinCodex is limited to 2-3x.
Risk factor: CoinCodex is more secure to those who are more conservative traders; Changelly to the optimists who are aiming to make large gains.

Theories of this kind, in my case, are aids, not scriptures. Everything can be inverted by market events such as Bitcoin halving or news about regulations.

My Choice: I would choose Changelly (with Caution).
I have done the calculations and considered the principles of VANRY - such as its small market value (14-15M) and its developing ecosystem - and I would choose Changelly. Why? Their sanguine expectations are equivalent to those that I observe in under-appreciated projects in bear markets. In case Vanar hits partnerships or technology upgrades, it feels like they can hit that 2030 target of $0.067. CoinCodex is rather too pessimistic since crypto has a track record of unexpected rallies.

That said, I'm not all-in blind. I would score the average on the troughs and consider real-life adoption. My strategy? Carry a small bag and keep track of it.

What do you think, Square fam? Bullish VANRY or Bullish wait? Leave your comments down below - please comment! This is mere opinion on my part, always DYOR, and trade responsibly. Like and share to have more crypto breakdowns. Stay tuned for my next piece!

#Vanar $VANRY @Vanar