Jeonlees

Recently, while looking at projects in this circle, I have become increasingly disgusted with the so-called 'PPT-type AI'. Everyone is riding the wave of AI, but when it comes to actually running AI on the blockchain, very few can articulate the logic clearly. Recently, I have been closely watching @Vanarchain , and today I want to take the risk of being criticized and share my honest thoughts about $VANRY .
First, let's state the conclusion: Don't be scared off by its current price fluctuations (hovering around $0.007-$0.01).
1. Why is it a 'favorite' level resource?
Many people only see Vanar claiming to cooperate with Google Cloud and NVIDIA, thinking it's just a smokescreen. But if you dig deeper into the data, Vanar is not using ordinary cloud servers; it is running verification nodes on Google Cloud's zero-carbon emission architecture. What does this mean? It means it is preparing to cater to future ESG big brands entering the market.
What’s even more hardcore is the NVIDIA Inception program. Others are discussing how to use AI for image generation, while @vanar is directly integrating NVIDIA's video memory and graphics processing capability into its L1 architecture. Its five-layer architecture (especially that Neutron semantic storage) claims to compress data 500:1, which is the real foundational facility prepared for AI Agents.
2. Real market sentiment
Recently, the overall market has been unstable, and many L1s are giving back their gains. VANRY has also adjusted, but if you pay attention to its ecosystem: monster-level players like Viva Games with 700 million downloads and payment giants like Worldpay are gravitating towards it. This indicates that mainstream commercial society is voting with their feet.
From a technical perspective, the current $VANRY is in an awkward but resilient position. If it can hold the psychological threshold of $0.01, and the AI subscription feature launches in Q1 (at that time, purchasing premium features will require burning or consuming $VANRY ), then the supply-demand relationship will truly change.
3. A cautionary reminder for my brothers
I tend to be straightforward when I speak; projects like Vanar are not for you to dive in and make 100 times your investment. Its current market cap is less than 20 million dollars, and while liquidity is fine on Binance, if the overall market crashes, it can drop significantly.
My suggestion is: Don't go all in. Treat it as a 'call option on AI infrastructure'.
Observation Point: Pay attention to the Step Conference in Dubai in February and see how much real substance their CEO actually presents.

#Vanar $VANRY

$KIN Everyone hurry to claim it, everyone hurry to claim it, gave 5500
Those who knew the information early could sell for 500 dollars... Now that the news is late, I can only sell for 200 dollars now.
@Kindred_AI you backstabbed me 😭 I waited a long time for the kaito claim page, why didn’t you release it?
Thanks to Teacher Guigu for sharing, otherwise it would have been worse...
Claim address: https://claim.kaito.ai/reward-station/kindred
#alpha

$KIN is not you this…. I've been a slave for over 2 months with this mouth licking😭
I didn't send you to fall numb…😭
Not giving it? Aren't you going to say a word to you? Wuwuwuwuwu

Recently noticed $IDOL, not because of the narrative, but because the data is really something.

The second MEET48 Best7 voting has ended,
Directly took 30% of the 29 million IDOL voting revenue to destroy,
About 8.7 million IDOL, accounting for a total supply of 0.181%.
It's not exaggerated, but this is the destruction generated in real usage scenarios.

What's more critical is the on-chain performance during that time:
• TXN 619,000
• UAW 356,000
• Secured the first place in BSC social dApp 24h overall UAW
• First place in 7-day BSC ecosystem UAW

This is not "destruction with no users",
is using, trading, and burning at the same time.

What MEET48 is doing now is also very straightforward:
Using AI + Web3, to transform fans from "those who spend money to watch content",
into participants, co-builders, and can also share in the value.

The direction for 2026 is also very clear:
AI creation, Web3 rhythm games, AIGC dedicated chains,
every aspect is directly related to the usage frequency and transaction volume of IDOL.

Current $IDOL,
looks more like the data has run out first, and the price is still in the digestion stage.
Those doing transactions are at least worth putting on the watchlist.

$IDOL #IDOL

🔔 alpha Today launched a new project Kindred Labs（$KIN）

The project previously built by kaito has given mouth-licking quotas to the first 1000
After the project party clarified that the cooperation with kaito and x will no longer continue, it also stated:

1️⃣ About the mouth-licking quota:
Leaderboard 1% $KIN airdrop ranking event data record: from 16 Sep 2025——————>16 Jan 2026
(There is a pattern, the previous mouth-licking construction should have given an airdrop, but there are currently no websites for checking eligibility, still waiting for good news)

2️⃣ About the cooperation with kaito:
Kindred will become one of the first projects to join the new Kaito studio, with deep cooperation.

Project core: Authorized IPs (such as LINE FRIENDS, Warner Bros.) transforming into emotional AI partners, cross-device companionship + Web3 development earning $KIN.
Advantages: Top-tier storytelling + large IP distribution + CMC Labs endorsement.
Risks: Retention pending verification, high selling pressure, intense competition.

Still hoping to have a big fortune like $BREV , everyone enjoys a prosperous New Year, the alpha score will be announced in the afternoon, waiting for good news
#ALPHA

Dense and tangled is my self-esteem…. I was a bit distracted while browsing today: the privacy track has been brought up again for speculation, but this time the market is not shouting about “black box privacy,” but rather something more like “auditable privacy/compliant privacy” — to put it bluntly, brothers, what everyone wants is “I don’t want to be exposed, but I also don’t want to go to jail.” Dusk just happens to be in line with this sentiment: it emphasizes privacy while making “verifiable and disclosable” a selling point, so recently, following the rotation of privacy coins, the trading and discussion of $DUSK have become noticeably active.

I am more concerned about two things with a stronger sense of “grounding.” First, the official team is still promoting the waitlist/progress narrative for DuskTrade in late January, with the partner NPEX being mentioned repeatedly, targeting regulated RWA/securities on-chain trading scenarios (not that kind of slogan “RWA soon”). If they can indeed connect “privacy + compliance + trading facilities,” the valuation logic will be completely different from that of pure privacy coins.

Second, the rhythm of the chain is also not just about “telling stories”: community information shows that the mainnet/upgrade nodes are being used as anchor points, at least indicating that they are continuously pushing forward the engineering iterations rather than relying solely on marketing to survive.

I look at the data in the simplest way: as of around January 29, $DUSK was fluctuating around $0.14, with a circulation of nearly 500 million and a market cap of about $70 million (small cap, don’t pretend to be stable with fluctuations).

But I also need to pour a little cold water to stay alive: this kind of narrative is most afraid of two types of crashes — one is that “compliant privacy” ultimately becomes “compliant but not private/private but not compliant,” and the second is the delay in the implementation of trading and institutional aspects, leaving only a long upper shadow when enthusiasm fades. For me, what needs to be monitored next is not the slogans, but the verifiable progress related to DuskTrade/NPEX, whether on-chain activity and the developer ecosystem are keeping up (if not, no matter how nice it sounds, it’s just a short run in the secondary market).

@Dusk $DUSK #Dusk

It's not that kaito is gone, you went up
I've built @Kindred_AI for so long
Give me some airdrop 😭
#alpha

$OWL The trading competition has been updated, sign up!!
Data will be released every 3 hours, you should participate in this trading competition.
Once you participate, don't make a sound.
However, it will be much better than before, as it has removed a lot of daily alpha points grinding.
I'm considering whether to participate or not because I've recently been using it to grind daily alpha points🤔
Currently, the reward is 29u. As per usual, when the rewards are distributed, it will likely drop. The quota is only 3400. The trading competition is becoming more and more stingy.

#交易赛 #alpha

$VANRY Official said that rewards are issued every 14 days. Teachers who have articles to push, hurry up! It's still not too late to write now; you can catch up with the majority in two or three days and secure a front-row seat. Why aren't you here yet?

Vanar Chain currently resembles a chain that is 'quietly working but hasn't sold the narrative expensively'—it may not catch people's eyes immediately, but it's not just air. Today, I was a bit surprised when I checked the data: VANRY's price is roughly around $0.0075, with a 24h transaction volume of about $3–4M, a market cap of approximately $16–19 million, and a circulation of about 2.256 billion, with a maximum of 2.4 billion. This scale makes it 'easily drowned by traffic' in the square, but it also means: once there is a clear explosive point, the elasticity will be very direct.

I am more concerned about two things:
First, real activities on the chain. I saw a statement claiming that the mainnet has accumulated around 194 million transactions and 8.9 million blocks, with an average of about a hundred transactions per block in the most recent blocks. This at least indicates that it is not a 'zero-interaction self-entertaining chain.' Of course, I will maintain a bit of skepticism about this data—I would prefer you to go check a few blocks on the mainnet explorer yourself rather than just trusting screenshots.
Second, the narrative angle. Vanar officially positions itself towards AI applications/infrastructure ('The Chain That Thinks' is quite catchy, but I care more about its implementation). If a 'dApp that users use every day' can emerge from the ecosystem later, $VANRY will transform from 'having a chain' to 'having demand.'

My personal life-saving judgment: Do not treat it as a leading narrative for short-term gains; for the long term, focus on two things—whether the activity is sustained and whether the ecosystem produces applications that can attract external users. If neither of these happens, then no matter how much it upgrades, it will just be 'engineering self-entertainment'; but once it does appear, you will find that the response speed of such a small market cap is very fast.

@Vanarchain $VANRY #Vanar

$BIRB : Anyone with a strategic mindset yesterday? It's already up to over 90 USDT!

Those with a strategic mindset who woke up early probably caught the wave; those who woke up late missed the peak.

Recently, all the coins that launched alpha have seen explosive growth; I'm envious 😭

Thinking back to $XPL 's legendary success, it easily made over 200 USDT in the second phase with just over 90 USDT 😭 It's a pity the price has plummeted recently.

However, right now, I'm more concerned about: Plasma's integration with NEAR Intents (2026/01/23). In layman's terms, it's trying to make cross-chain stablecoin exchange a "as natural as a bank transfer."

Don't underestimate "intent-based transactions/chain abstraction." In 2026, everyone is vying for user access; whoever can shorten the stablecoin path will be more like the next generation's payment platform.

However, I must offer a word of caution: On January 25, 2026, 88.89M XPL unlocked, roughly equivalent to 4.33% of the released supply.

These kinds of events are most prone to volatility where "nothing changes on the chain, but the market price changes first." My approach is cautious but risk-averse: I don't gamble on the sentiment on the unlocking day; instead, I observe whether the market can absorb the new circulation within 48-72 hours after unlocking—if it can, it proves its "use value/demand" is genuine; if not, even the grandest narrative will be undone by selling pressure.

In summary: what I value most about @plasma now isn't how grand its claims are, but whether it can truly reduce user friction in the "stablecoin pathway" and maintain its momentum under the real pressure of unlocking. If it can do this, XPL won't just be a short-term fad, but will gradually become a cog in the infrastructure—inconspicuous, but irreplaceable.

@Plasma $XPL #plasma

A large number of red packets remain unclaimed in the chat room.
Join via the homepage entry point to claim yours.
👇👇👇
chat group
👆👆👆
Click the yellow text to enter the chat room
#FederalReserveInterestRateDecision

Dusk has dropped again…. rewards have shrunk by half…😭
Every day trading contracts results in a loss of over ten U.S. dollars…

However, brothers, I found information related to @dusk_foundation today, and my first reaction was not "it's taking off again," but rather: finally, someone has brought the topic of "privacy chains" from mere talk back to the compliance track of the real world—but the real world is the least forgiving.

Let me present some hard data that I have verified myself: the current circulation of $DUSK is approximately 497 million coins, with a total supply of 1 billion coins; the price fluctuates around 0.14 U.S. dollars, with a 24h trading volume in the tens of millions, and a market cap of about 70 million U.S. dollars (at this scale, to be honest, emotions can easily drive it up, but it also shows that it hasn't reached the size where "institutions can easily stomp it down").

The more "hot" point today, I actually think, is its bridge incident announcement: the official statement said that the mainnet was not affected, and bridge services were temporarily suspended for reinforcement. You see, this is what I call "increased intensity"—when doing compliant financial infrastructure, the worst fear is not a drop, but rather that if you have an accident, everyone will blacklist you. It is willing to clearly state the scope of the impact, to suspend and then reinforce; this action is worth more than flashy candlestick patterns.

Now, let’s talk about the storyline I’m most concerned about: the combination of DuskTrade and the Dutch licensed exchange NPEX aims to tokenize and trade securities assets worth over 300 million euros on-chain. This is not just "issuing an RWA conceptual coin," but rather putting compliant trading, settlement, and auditing work on the table. If successful, Dusk's "privacy" will no longer be about evading regulation, but rather "selective disclosure, auditable" privacy—this is the version that might survive in the MiCA era.

My judgment on @dusk_foundation is very simple: I don’t pretend to understand short-term fluctuations, but in the medium term, its biggest tests only have two: one is "can compliant RWA really get going," and the other is "is the infrastructure stable under pressure." If it passes these two tests, $DUSK will be worthy of discussing repricing; if not, no amount of narrative will matter.

@Dusk #Dusk $DUSK

In the past two days, I revisited $XPL . Brothers, my feelings are a bit complicated: it clearly follows the path of 'stablecoin highway,' which is more of an infrastructure approach, yet the market is not at all infrastructure-oriented. When I wrote this, the price of XPL was around $0.14, with a 24h trading volume of about $180 million, circulating 1.8 billion tokens, and a market cap of approximately $250 million (different sites may have slight deviations, but the magnitude is similar).

I feel that the recent hot topic is not 'another L1,' but 'who can push the transfer, market making, and lending costs of USDT to the extreme.' The narrative of Plasma is very straightforward: it focuses on USD₮ payments with low or even zero fees. The target mentioned for the mainnet launch node is also quite aggressive—officially stating that by the beta of the mainnet (on 2025-09-25), there will be about $2B of stablecoin liquidity coming in, and it will connect with over 100 DeFi partners (names like Aave, Ethena, Euler have all been mentioned). This kind of approach of 'first putting water into the pool' looks very impactful in the short term, but I am also mindful of a practical issue: more water does not necessarily mean it can be retained, especially when subsidies and market-making incentives decline. Can the real on-chain payment and lending demand catch up?

I personally care more about two 'verifiable small signals.' First, whether on-chain activities are really taking off: Plasmascan shows that the cumulative trading volume has already reached an exaggerated level (hundreds of millions of transactions) and data on continuous block production. Second, whether developers and infrastructure are keeping up: for instance, Chainstack specifically wrote a guide for the Plasma testnet faucet on 2026-01-09. This kind of trace of 'someone is using it, someone is integrating it' makes me feel a bit more at ease than just slogans.

Lastly, I’ll say something that might not be very pleasant: Plasma's positioning has a very high ceiling, but the valuation logic is also more demanding—the market will force it to prove that it is 'not just moving USDT,' but transforming stablecoins into a sustainable financial highway. Anyway, I will continue to monitor: fee structures, stablecoin depth, and the growth of real merchants/payment scenarios, rather than just focusing on a single candlestick.
@Plasma $XPL #plasma

$VANRY At this price point, brothers, don't rush to hype: I want to see if it can actually bring "AI-native" onto the blockchain cash flow.

I've been browsing @vanar's information these past two days, and my mindset is quite split: on one hand, I feel it's “another narrative L1,” and on the other hand, I have to admit that it has made the term “AI-native” more specific recently. For example, starting from mid-January, they have emphasized AI-native infrastructure/AI integration (you all have seen the official statements), but what I care more about is: can this ultimately turn into a business with continuous paying users and on-chain consumption, rather than just relying on hype for survival.

Let's start with some hard data as a baseline: according to the public market data on January 29, the price of $VANRY is around $0.0076, with a 24h trading volume at the level of $2M–$3M+, and a market cap of approximately $15M–$17M (there may be variations across different platforms), with a circulating supply of about 2 billion. To put it bluntly, this scale means: when the sentiment rises, it can be very strong, and when the sentiment dissipates, it can be very fragile.

I have three key points in my judgment:
First, don't just listen to “AI-native,” we need to see if its AI components can really save developers money/time; otherwise, it will just be rebranding marketing. Second, on the ecosystem side, I see they have been reinforcing infrastructure in their 2025 weekly reports (such as cross-chain/Swap), which falls under “dirty and heavy work,” but can create real user pathways.
Third, and most realistically: how solid is the on-chain heat? Some community articles mention that the cumulative trading volume on the mainnet has reached a “hundreds of millions-level” narrative, but I remain a bit skeptical about these figures—it's crucial to see if the new active users, retention, and paid demand come up; otherwise, no matter how many transactions there are, it may just be “manufactured excitement.”

So my current attitude towards VANRY is very simple: I’m not rushing to conclusions. A low price does not mean it’s undervalued, and narrative appeal does not equate to generating income. Brothers, if you are also keeping an eye on it, I suggest focusing on two things: whether AI tools are genuinely being used, and whether there are sustainable “paid/consumption scenarios” emerging in the ecosystem. As long as these two can be realized, it is worthy of the term “AI infrastructure”; otherwise, it will just be background noise in the next round of narrative switching.

@Vanarchain $VANRY #Vanar