Let's talk about the increasingly prominent @Vanarchain Chain in the Web3 space recently.
In today's crypto world, it seems that just adding an AI label can get you a 'boarding pass' to take off, but everyone actually has doubts: is this true hardcore innovation, or yet another PPT marketing?
Why do big companies love to dive into this $20M 'small temple'?
If you look at its market cap, the current #Vanar is indeed not a giant, but in its list of validators and partners, you can see Web2 giants like NVIDIA, Google Cloud, and WorldPay.
This is quite interesting: why do these giants who have seen the world set their sights on a Layer 1 that is still in the early stages?
The answer may lie in its two black technologies: Neutron and Kayon.
2. Technical vernacular: equipping the blockchain with a 'vacuum compression package' and a 'super brain'
Neutron: solving the 'expensive storage' problem. In the AI era, the amount of data is exploding, but storing things on-chain is prohibitively expensive. Vanar has developed a 500-fold compression technology. Simply put, the cost to store a photo elsewhere can store an entire high-definition documentary in Vanar. This addresses the 'ticket price' issue for putting AI big data on-chain.
Kayon: addressing the 'mindless' problem. Most current blockchains are just 'dead ledgers that can only keep accounts', while the Kayon layer attempts to embed a reasoning engine into the protocol, allowing applications to make decisions directly on-chain without needing to go off-chain for help every time.
3. My opinion: Is this a 'clear strategy' or 'drawing a line in the sand'?
From a neutral perspective, Vanar's token distribution is quite clear. $VANRY currently has a circulation close to 90%, and its market cap and fully diluted valuation (FDV) are nearly 1:1.
This means that what you see in the secondary market is almost its 'complete form', without needing to watch the unlock calendar every day, fearing being buried by large unlocks from institutions. This kind of 'clear strategy' is indeed a breath of fresh air in the current L1 race.
But I also have to say a hard truth: no matter how beautifully the infrastructure is built, without projects coming in, it’s just a bunch of empty houses. Vanar is currently at a critical point of transforming from the 'infrastructure matching period' to the 'application explosion period'.
Its single Gas fee is as low as $0.0005, which indeed enhances the experience, but the competition in 2026 ultimately depends on who can produce truly 'national-level' AI applications.
In my view, Vanar is not just building a chain; it is trying to turn the three words 'blockchain' into an invisible backend for applications.
It solves compliance (ESG) issues using green energy from Google Cloud and locks in the interface for real payments (PayFi) through WorldPay, with the ambition of becoming the 'industrial base' in the Web3 era.
But currently, the price performance of the coin is not very satisfying, so let's pay more attention to the subsequent trends.
