币币通666

Today is January 18, 2026. I took a look at the alpha returns for January, and I can only describe it as bleak. I received only two airdrops for the points I earned, and due to the depreciation of the trading competition, it barely covers the daily cost of brushing alpha. You can see my screenshot; there were only two airdrops after the 21st that I claimed, esim and brev. The others were rewards for recharges or the trading competition, meaning I only received two throughout the month. I didn't participate in Fogo, and I felt that the odds for the 350 million subscription weren't high. I didn't expect the spot market to open quite well, although it has now fallen below the issuance price. Therefore, my earnings for this month amount to 100U. This is still considering that I participated in the trading competition; for friends who didn't, the thousand U low guarantee accounts are probably just barely breaking even.

Dusk Network（DUSK）@Dusk 是一条隐私优先的Layer 1区块链，专为受监管金融市场与真实世界资产（RWA）代币化而生。不同于通用公链的“后加隐私”，Dusk从协议层原生嵌入零知识证明（ZK-Proofs），实现“默认隐私、可审计合规”的平衡：交易与智能合约内容对链上隐藏，却能在必要时向监管机构选择性披露，完美适配MiCA、MiFID II与欧盟DLT试点制度。
2026年初，主网已稳定运行一年（2025年1月正式上线），带来2秒出块、即时终局性与协议级合规逻辑。核心亮点是DuskEVM——兼容EVM的隐私智能合约环境，让开发者能直接迁移以太坊工具，却拥有原生隐私保护。目前DuskTrade（与荷兰持牌交易所NPEX合作）正加速落地，计划将超3亿欧元中小企业证券上链交易，成为欧洲RWA落地的标杆案例。此外与Chainlink集成 oracle，进一步保障合规数据上链；Dusk Pay（MiCA合规支付网络）与Superbridge跨链桥也在Q1-Q2逐步上线。
$DUSK作为网络燃料、治理、staking与合规工具支付的多功能代币，支撑整个生态。Hyperstaking提供约12%年化收益，机构级Dusk Vault则为托管提供安全保障。2026年1月，$DUSK曾因NPEX+Chainlink双重催化暴涨超500%，突破0.3美元高点，虽后回调，但链上活跃度、鲸鱼分化与HTX Earn活动显示机构信心仍在积累。
在RWA，叙事全面爆发、隐私需求因监管收紧而重燃的当下，Dusk不再是“隐私币实验”，而是真正连接TradFi与DeFi的合规基础设施。低调六年打磨、如今主网+真实资产落地的它，正从安静基建转向爆发拐点。相比纯隐私币或通用L1，Dusk的“受监管隐私+欧洲合规优先”定位，赋予其独特护城河。2026年若RWA规模继续指数级增长，$DUSK或成这一赛道最硬核的黑马。
#Dusk $DUSK

Plasma@Plasma （代币符号：XPL）是2025年正式推出的Layer 1公链，专为全球稳定币支付场景而生，被定位为“稳定币原生基础设施”。不同于通用型智能合约平台如以太坊或Solana，Plasma从协议层深度优化稳定币转账体验，其核心亮点是**USDT零手续费转账**（通过内置Paymaster机制赞助gas费），用户无需持有原生代币XPL即可直接发送美元稳定币，实现近乎无摩擦的跨境支付与小额汇款。
技术架构上，Plasma采用自定义的**PlasmaBFT共识**（基于Fast HotStuff优化），实现<1秒出块时间与数千TPS吞吐量，同时保持**完全EVM兼容**，开发者可无缝迁移现有以太坊DApp。网络支持自定义gas代币机制，允许项目方用自家代币支付手续费，进一步降低用户门槛。此外，Plasma集成隐私交易、比特币桥接、机构级合规工具，并与多家第三方提供商合作推出卡发行、全球法币通道等产品，目标是将万亿级稳定币流动性引流至链上。
XPL代币是整个生态的核心资产，总供应量初始为100亿枚，流通量目前约21.5亿枚（数据随市场动态变化）。XPL主要用途包括：
- 网络 staking 与验证者奖励（PoS机制保障安全）
- 非USDT交易的gas费用
- 治理与长期激励
截至2026年2月，XPL价格在0.10美元左右波动，市值约2.2亿美元，24小时交易量常超7000-8000万美元，在主流交易所如Binance、OKX、Bitfinex等均已上线。排名通常在200-250位之间，属于中盘新兴公链。项目于2025年9月主网上线并空投/上市后迅速吸引关注，尤其在稳定币交易量激增的背景下，被视为“下一个稳定币支付赛道黑马”。
Plasma的愿景是构建一个“货币本身可编程”的开放层，让数字美元像互联网数据一样自由流动。相比传统Layer 1，它牺牲部分通用性，换来极致支付效率与低成本，特别适合PayFi、跨境电商、汇款、DePIN场景。随着Tether等稳定币发行量持续扩张，以及全球对高效数字支付的需求上升，Plasma的长期叙事具备较强想象空间。
当然，作为新兴公链，Plasma也面临验证者去中心化程度、生态应用落地速度、竞争（例如其他支付链或L2方案）等挑战。但其专注垂直赛道+机构合作+零费体验的组合，在熊牛交替期仍展现出较强的叙事韧性。对于看好稳定币成为下一代金融基建的投资者，XPL值得中长期跟踪。#plasma $XPL

I just discovered that Binance has secretly re-launched the monthly challenge, and this time the reward token is haedal, the beaver. The maximum reward is 4000 pieces, worth 120u. Although it's far less than previous events, it's still worth participating to earn rewards.

How to achieve two goals with one fish? We see that there are several tasks to gain a lottery chance. The tasks of bringing people in and C2C are a bit troublesome, so let's skip those. For contract trading and spot trading, these two can be more fruitful. How to participate, which activity to choose? Of course, it's the spot trading activity for SENT. Those who are more proactive might have also signed up for the first 50,000 spots in that activity. There's a little trick: the higher your trading volume, the higher your ranking, which will grant you the full reward of 600 SENT. So while trading SENT, you can also complete the beaver's lottery task, allowing SENT rewards to offset any losses.

The market has plummeted. I stayed up until midnight yesterday to buy the dip and luckily managed to buy at the right time. I found that after the big drop, the rebound was very strong, quickly recovering the losses, so I decisively bought the dip. Today, as expected, it broke through 60M and reached a historical high, now it has pulled back to 50M. This method was very effective during the previous bull market when there was a sharp crash, strong altcoins buying the dip. However, as the market changes and more people use this method, it has become somewhat ineffective. I tried it yesterday, and surprisingly, it worked very well, gaining over 60 points.

However, the other previously strong coins on my watchlist have not rebounded satisfactorily. For example, river, which surged dozens of times, has now dropped below 20. Pippin, which also surged dozens of times, has dropped below 0.2. Furthermore, dusk, which gained fame recently due to creator activities, has fallen to 0.1. I’ve noticed that not buying altcoins has seemingly become a consensus; you do your thing, I’m not concerned about it. If you don't buy the dip, altcoins can only make money by adjusting rates and going sideways, which has nearly wiped out months of gains after a few days of selling. The memory of altcoins seems to last only a month. As long as you don’t pump, everyone forgets what they were, like M, MYX, the former famous coins—does anyone still mention them? As for the short one, it has high control and doesn’t drop, so I excluded it, missing out on a doubling opportunity.

Bitway's official statement mentioned that there would be a TGE in the first quarter. It seems everyone is very interested in Bitway's value, so this article will deeply analyze whether Bitway is valuable and how much it is worth.

Bitway has launched three events for alpha users: two booster events and one TGE. In the first booster event, winners can receive 1000 tokens; in the second event, if you reach 10,000 U, you can receive 20,000 tokens. For TGE, if you reach the target, you can receive 3212 tokens, costing less than 2 U. This means that if you reach all targets and are lucky enough to win, you can receive a total of 24,200 tokens.

Through the ASPECTA platform, you can see 100 btw valued at 0.94 U; 24,200 is approximately 227 U, which seems a bit unsatisfactory, especially for friends investing in new projects. A value of 30 U should be unacceptable. If saving money, an annualized return of 60 is just mediocre; it feels worse than saving in UP.

Just found out that the xpl< m-28/> leaderboard has been updated, which means the rewards for the first round of xpl can now be calculated. Friends in the top 500 on the leaderboard can use my predictions to determine how many coins they can earn.

The first place has over six hundred points! I was also stunned to see it, truly a master at earning; one account is worth three of mine. The point gap in the top ten is too large to consider; starting from the 500th place, I took one from every 50 places going backwards, from 500 to 50, totaling ten numbers: 79.39; 89; 98.02; 105.81; 113.8; 125.32; 140; 154.01; 170; 209.56, which adds up to 1284.91. Dividing that gives about 128.5, so the total score for the back row is roughly 450*128.5, which is 57825 points.

Vanar Chain@Vanarchain (formerly Virtua, with tokens migrating from TVK 1:1 to **$VANRY**) is one of the most anticipated **AI-native Layer 1 public chains** between 2025 and 2026. The project's positioning is clear: to build a blockchain stack specifically designed for AI workloads, allowing every dApp to have 'intelligent' capabilities by default, rather than relying on later-added AI plugins. By January 2026, its 5-layer architecture (Vanar Chain basic layer + Neutron semantic memory + Kayon reasoning engine, etc.) has gradually gone live, with mainnet transaction costs as low as $0.0005, supporting high-frequency scenarios with TPS, and both ecosystem TVL and daily active users steadily rising.
Vanar's core innovation lies in the deep integration of **on-chain semantic memory** and **on-chain reasoning**. Traditional blockchains store raw data, while Vanar achieves data compression and semantic indexing through the Neutron layer, enabling AI agents to directly read on-chain 'knowledge seeds' (Seeds), execute real-time reasoning, and automate decision-making. For example:

Dusk Network
As a Layer 1 public chain focused on privacy + regulatory compliance since 2018, it is approaching a critical turning point in early 2026. After the mainnet officially launches on January 7, 2025 (after nearly six years of development), it will rapidly enter an ecological explosion period in January 2026: the DuskEVM (EVM-compatible privacy smart contract execution environment) mainnet will gradually be implemented, the NPEX (regulated multilateral trading facility in the Netherlands, managing over 300 million euros in assets) cooperation project will be initiated, and the first batch of securitized assets worth hundreds of millions of euros will begin to go on-chain.
Dusk's core competitiveness lies in the built-in **Zero-Knowledge Proof (ZK)** and **auditable privacy** mechanisms at the protocol layer. The transaction amount, balance, and contract status are default completely confidential, but through selective disclosure and regulatory keys, institutions and regulators can view compliance information when needed. This design of 'privacy by default, compliance optional' perfectly aligns with the regulatory requirements of the EU MiCA, MiFID II, and DLT pilot regime, avoiding the regulatory pressures faced by traditional privacy coins (like Monero) and being more thorough than many chains with 'added privacy'.

Dusk Network
Abbreviated as Dusk, it is a blockchain project from the Netherlands that was born in 2018, positioned as a Layer 1 privacy public chain designed specifically for regulated finance. Its core mission is very clear: to enable real-world assets (RWA), digital securities, bonds, funds, and other traditional financial products to be natively issued, traded, cleared, and settled on-chain without sacrificing the privacy of personal and institutional data.
Unlike most public chains that first aim for transparency and then attempt to 'add' privacy, Dusk incorporates **zero-knowledge proofs (ZK)** as a core execution primitive from the protocol layer. What is verified on-chain is not plaintext transaction data, but a cryptographic proof of 'correctness assertions'. This means that sensitive information such as balances, transaction amounts, counterparties, and contract statuses can be kept completely confidential, while regulatory bodies can still view necessary information through selective disclosure or audit keys, achieving a true balance of 'privacy + auditability'.