Unveiling the Emperor's New Clothes of AI Public Chains: Why I Am Optimistic About Vanar as a "Computing Type" Outlier

After soaking in the primary market research reports for the past few months, I have developed a visceral aversion to projects that constantly talk about "TPS breaking 10,000." During this cycle, merely putting assets on the chain is not enough for those big Web2 companies; what they are truly anxious about is the cost of computing power and regulatory boundaries. Recently, while reviewing Vanar's technical documentation, I was quite surprised to find that they did not go for the so-called "high concurrency transactions," but instead focused on optimizing the inference environment on the chain, which is quite an outlier in this volatile market.

Let's be honest, the current EVM architecture is hellishly difficult for AI agents. Asking an intelligent agent that requires high-frequency inference to run on those expensive Gas fees simply does not work as a business model. I see that @Vanarchain 's current path resembles fitting NVIDIA drivers into a blockchain. Especially after they collaborated with Google Cloud, it is clear that they are laying the groundwork. Other public chains are still telling stories about decentralized storage, while Vanar directly cuts into TensorRT acceleration; this reconstruction of the Compute Layer is what I find most interesting.

In comparison to ICP or some other public chains that focus on storage, the latter has more resolved the issue of "storage," but the issue of "computation" has always been awkward. If the chain cannot natively support efficient matrix operations, then the so-called AI + Web3 can only remain at the accounting level. Vanar's hybrid architecture offloads the heavy inference tasks to an optimized off-chain environment and returns the results and metadata to the chain; this is the solution that aligns with engineering logic. Moreover, let's not forget that the biggest fear for enterprise applications is copyright black boxes, and Vanar's metadata tags precisely hit the pain points of large models. Although the price is still bottoming out, this infrastructure positioning battle is often more sustainable than mere MEME speculation. Instead of searching for Alpha in vague narratives, it is better to focus on something that can help Web2 giants solve practical computing bottlenecks. The stakes are quite high here; it remains to be seen whether the subsequent ecosystem can handle it. #vanar $VANRY