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#币安上线币安人生 $我踏马来了

Observing VANRY's market performance reveals that it has been quite active recently, with a weekly increase close to 20%.

The price fluctuations of cryptocurrencies are a normal occurrence, but my core view remains unchanged: rather than focusing on short-term candlestick volatility, what deserves more attention is the solid growth of the ecological fundamentals.

According to the industry data I have compiled, the number of community holding addresses for Vanar Chain has surpassed seven thousand, and the number of decentralized applications on the chain exceeds 100, especially in the gaming and AI verticals, where the number of applications landing and user activity are steadily increasing. This is a very positive signal, indicating that developers and early users are voting with their feet, continuously building and experiencing products on this public chain.

Meanwhile, VANRY's token economic model has also welcomed new variables.
Starting from the first quarter of 2026, users will need to use VANRY to pay for the subscription fees of advanced AI tools. This design is quite clever, directly linking ecological usage demand with token consumption: the more frequently ecological tools are used, the more VANRY will be locked and consumed, which will have a positive impact on the long-term supply-demand structure of the tokens.

Of course, as an early public chain project, it faces numerous technical challenges and market competition, and the price of VANRY has also experienced significant corrections from historical highs.

However, my observation focus has always been clear: in the ups and downs of the market, whether the core team is continuously promoting technological iteration and expanding key partners like Hasbro. From the series of actions following Vanar's brand upgrade and the clarification of its AI-native positioning, it has always been on a clearly defined development path.

Investment has always come with risks, but for Vanar Chain, I prefer to hold long-term, closely monitoring the continuous growth power of the ecosystem, which is far more valuable than predicting short-term price fluctuations.
#vanar $VANRY @Vanar

Farewell to the "mover"! DUSK aims to engage in financial asset's "native issuance on the chain"

Currently, many RWA (real-world asset) projects act like a "mover":
They simply package assets from the stock market and move them onto the chain.

However, DUSK's CTO recently pointed out: this does not solve the fundamental problem; it merely adds a layer of fees.

What DUSK wants to do is something more disruptive—native issuance.

This means that financial assets like stocks and bonds exist on the blockchain from the very moment they are born, with the blockchain itself serving as the central securities depository.

By doing this, we can eliminate five or six intermediary steps in traditional finance, reducing the transaction error rate from 5-10% to almost zero.

For institutions, the savings translate to real monetary costs and risks.

NPEX is already prepared to use DUSK's technology to achieve native issuance of stocks and bonds on a scale of hundreds of millions of euros.

This means that DUSK is no longer just a toolchain; it has the potential to participate in defining the way future financial assets are born.

If this model works, DUSK will capture the value of the entire asset lifecycle, from issuance and trading to settlement.

The imagination space here is far greater than simply creating a "privacy version of Ethereum".
#dusk $DUSK @Dusk_Foundation

I speculate that XPL's ambition is not to be an all-rounder, but to be an expert in stablecoins!

When I delved deeper into XPL and the Plasma network behind it, what impressed me the most was its very pure goal, so pure that it feels a bit like a 'last-ditch effort'.
From the very beginning, it never aimed to become the next 'world computer' like Ethereum or Solana; its entire narrative revolves around one point: to become the best stablecoin settlement network.

This focus was vividly demonstrated from the moment the mainnet launched. The officials clearly stated that the goal was to have approximately $2 billion worth of stablecoins active on the network from day one, directly deployed into Aave and hundreds of other DeFi protocols.

Their goals are also very specific: to deepen USDT liquidity and reduce on-chain stablecoin lending rates.
In my view, this is like opening a shopping mall; while other malls pursue 'a full range of categories', the Plasma mall declares, 'We only do the gold and jewelry business, and we aim to be the one with the most complete inventory and the lowest prices in this category.'

The pros and cons of this strategy are quite evident.
The advantage is resource concentration, with all technological and operational optimizations charging towards one point, making it easier to establish a strong competitive barrier in a niche field.
For users with real needs for stablecoin payments, transfers, and large settlements, the appeal of this 'professional highway' is obvious.

But the disadvantages, or risks, are equally prominent: there is almost no way back. If it fails in this core battlefield of stablecoin settlement, or if the market's development does not meet expectations, it will be difficult to comfort the community with 'we have other interesting things in our ecosystem'.
This is a track that it has chosen for itself, with little room for detours.

Therefore, my judgment on the value of XPL is essentially simplified to a judgment on the prospects of the demand for 'stablecoin on-chain settlement'.

If you believe that stablecoins will play an increasingly important role in global payments and financial circulation, then an infrastructure specialized in this area is undoubtedly worth continuous attention.

Its success or failure will entirely depend on whether it can achieve the utmost in 'professionalism'.
#plasma $XPL @Plasma

I have broken down the prototype and its bottlenecks of the 'State Channel' after the WAL mainnet upgrade

In the latest WAL mainnet v1.4 upgrade log, there is a not-so-conspicuous but very important feature: preliminary support for the basic primitives of 'State Channels'.
I immediately conducted experiments on the testnet to see what this means for high-frequency, low-value payment scenarios (such as on-chain content payments and microtransaction games).

I deployed a simple payment channel contract to simulate a dozen quick, offline WAL transfers between two users. The process is: both parties first deposit a portion of WAL into the channel contract to lock it, and then continuously update each other's latest balance status off-chain through signed messages, finally submitting the final state on-chain for settlement at any time.

In theory, this can achieve nearly free and instant transactions. In actual testing, the off-chain part was indeed very fast, but the problem lies in the two on-chain steps of 'opening' and 'settlement'. Due to the relatively stable block time of the WAL chain, it still takes tens of seconds from initiating the channel to confirming its availability, and involves transaction fees for two on-chain transactions. This is too costly for a single payment and is only suitable for fixed counterparties with a large number of continuous payment needs.

Currently, this feature is still just a 'rough shell', with no mature wallet support, and even less popular applications built on it.
It reveals a choice by the WAL team on the scaling roadmap: prioritizing foundational modules for specific commercial use cases (such as high-frequency settlements between institutions) rather than providing a plug-and-play experience for ordinary users.
When this module can be fully utilized by the ecosystem depends entirely on whether a top-tier application can emerge to drive it.
#walrus $WAL @WalrusProtocol

To be honest, when I saw XPL drop from $1.67 to $0.12, my heart sank. A drop of over 90% is too glaring; it’s understandable that many people's wallets shrank and the community was full of complaints. At first, I also wondered if this project was going to fail. But after calming down and reviewing the materials and on-chain data, I actually felt that while the price collapse is a fact, the project itself and the price chart might not be the same thing.

The reasons for the crash are quite straightforward:
First, the newly launched farms with 10%-40% annual returns are inherently unsustainable. As the coin's price fell, the dollar value of the returns shrank, leading to hot money fleeing;
Second, the broader market adjustment at the end of last year already created significant selling pressure on new coins, and this wave only made it worse;
Third, the early FOMO sentiment has dissipated, and after short-term traders left, XPL's short-term use didn't keep up. Holding onto the coins without knowing what to do became the only option for many, leading to selling for cash.

However, looking at the essence beyond the price chart, the project team hasn't stopped. The key points to watch in 2026 are: Q1 will see the launch of staking and governance, and after the external validator nodes are activated, XPL will finally have real use cases that can create genuine holding demand; it’s not aiming for a universal blockchain but rather focusing on stablecoin payment “highways.” It has previously handled $50 billion in USDT transfers, and the cross-chain bridge is also about to launch, which will improve liquidity; in terms of compliance, it has obtained an Italian VASP license and attracted top DeFi protocols like Aave, providing solid backing.

The risks also need to be clearly stated: the token unlock in mid-2026 is a ticking time bomb, as the release amount will be several times the current circulating supply, leading to considerable selling pressure; furthermore, the stablecoin payment sector is highly competitive, and its success depends entirely on commercial implementation.

My personal view is that the current XPL is quite contradictory—short-term sentiment and selling pressure are at their darkest moment, but the technical path and compliance layout are very clear.

The price has likely already reflected all pessimistic expectations, and whether it can rebound depends on the implementation of staking features, liquidity from the cross-chain bridge, and whether genuine institutions will use it for stablecoin settlements.

I won’t blindly try to bottom fish, but I will add it to my watchlist. After all, the cryptocurrency market is a voting machine in the short term and a weighing machine in the long term, and XPL’s “weighing” may have just begun.
#plasma $XPL @Plasma

It's quite interesting to mention that recently there have been many people in the circle asking what Dusk is all about, and there has been quite a stir.
I also carefully reviewed their updates and have some of my own opinions.

I think the most core aspect of the Dusk project is its boldness in tackling both "compliance" and "privacy" at the same time. Everyone knows that these two matters have almost been contradictory in the past; if you want anonymity, regulators are uneasy; if you want compliance, privacy has to be sacrificed. But Dusk has used technologies like zero-knowledge proofs (ZKP) to create a protocol called Citadel. In simple terms, it allows transaction details to remain confidential by default, while regulators can verify compliance when needed without disclosing the user's underlying information. This design directly addresses the concerns of traditional financial institutions.

Speaking of actual actions, their collaboration with the licensed Dutch exchange NPEX is definitely a highlight. Both parties are preparing to launch a platform called DuskTrade in 2026, which will directly convert traditional securities like stocks and bonds worth 300 million euros into on-chain assets. I feel this is much more practical than merely speculating on concepts; there are indeed traditional financial assets and licenses backing it.

On the technical side, they are also quite committed. To attract developers, they have launched DuskEVM, allowing those who can use Solidity to seamlessly transition to developing applications, which is very useful for expanding the ecosystem. Moreover, they have also come up with new ideas for zero-knowledge proofs, such as applying them to institutional-level derivatives clearing networks, reportedly compressing proof sizes by 70% and making clearing very fast.

In my view, the path Dusk is taking may not be as "flashy", but it is very solid. It does not purely pursue extreme anonymity nor does it rigidly oppose regulation; instead, it uses technology to create a road that can traverse between the traditional financial world and the crypto world. As regulations like the EU's MiCA become clearer, the demand for this kind of "compliance privacy" will definitely increase. Of course, how the project ultimately unfolds will depend on whether significant collaborations like DuskTrade can be realized on schedule, bringing in the promised billions of euros in real assets.

This road is still long, but I believe the direction is worth paying attention to.
#dusk $DUSK @Dusk

There has been more discussion recently in the community about decentralized storage, and I checked the latest developments of Walrus (WAL). This project doesn't compete with Filecoin and Arweave on storage capacity but rather focuses on how to use data within the Sui ecosystem. Today, I'll share my thoughts in simple terms.

Previously, storing large files like AI models and high-definition videos was either expensive or slow, and ultimately, one had to rely on centralized storage. Walrus leverages Sui's high-performance advantages, using its own RedStuff coding for file sharding. Even if some nodes go offline, the original file can still be reconstructed, making it safe and cost-effective, akin to a budget-friendly and reliable "infinite hard drive" on the blockchain.

In 2026, it is clearly moving towards practicality, with three key plans for Q1 that I find particularly important: supporting ultra-large files increased from 13.3GB to the TB level, targeting commercial necessities like AI training datasets; introducing USD pricing, with automatic conversion to WAL in the backend to address the issue of cryptocurrency price fluctuations for corporate budgets; and creating a native API to lower the blockchain knowledge barrier for developers, which can exponentially attract developers.

WAL is not just a payment tool; it is also required for storage consumption and node staking. The protocol will use its revenue for buybacks and destruction, leading to increased token deflation as the ecosystem thrives, and the destruction rate has also accelerated recently. However, its deep integration with Sui presents both an advantage and a risk; it needs to expedite cross-chain and diverse applications.

The esports giant Team Liquid has migrated a large amount of competition content to Walrus, which sends a strong signal to organizations that value content autonomy. The protocol's daily data upload volume has also reached a new high, indicating that real growth is much more effective than mere slogans.

Ultimately, Walrus does not indulge in empty talk about decentralization but instead relies on technology + economic models + enterprise-level services to solve storage challenges. The roadmap for 2026 is very pragmatic, and if it can be solidly implemented, it has a high likelihood of breaking through in the crowded storage arena. Of course, promises must be fulfilled through execution, and I will continue to monitor its technology and ecosystem data.
#walrus $WAL @WalrusProtocol

VANRY and mainstream L1 tokens comparison: where are the differences?

We often compare VANRY with other Layer 1 tokens (such as ETH, SOL), but I believe its positioning is actually quite different.

Ethereum is like a "digital city" with everything; whereas Vanar Chain is more like a "specialized park," focusing on the specific fields of entertainment and AI applications.

This difference is directly reflected in the value logic of VANRY.

The value growth of VANRY is unlikely to rely on the explosion of total DeFi TVL across the network, but rather depends more on whether popular games, social applications, or AI services emerge within its vertical ecosystem.

Its staking rewards come not only from inflation but may also result from the revenue sharing of fees paid by specific applications within the ecosystem (if the protocol is designed that way).

Therefore, to evaluate VANRY, you need to spend more time researching which teams are seriously building on Vanar, what their product roadmaps are, and how user feedback is.

Its volatility may not only be influenced by the overall market but is also highly related to the milestones of its key ecosystem projects.

$VANRY
#vanar
@Vanarchain