I just sent off a few traditional KOL friends, and my mind is in a mess. I couldn't sleep during the lunch break, so I got up to write down some thoughts.

Recently, the hot news topics in China, besides the busy migration during the Spring Festival, have been 'cultural export' and 'digital assets'. Several friends I chatted with tonight are involved in film and trendy toy IPs, and their anxiety is heavier than anyone else's. One friend who works on national comic animation said something that left a deep impression on me. He said: We finally managed to create content and have fans, but all these fans' data are in Douyin and Tencent's hands, and we feel like laborers, at risk of being restricted at any time.

This sentence hit me directly.

Isn't this the meaning of Web3's existence? This is also why I have a special fondness for @Vanarchain among many L1 public chains.

Many people do not understand $VANRY , thinking it does not ride on trends or engage in flashy gimmicks. But in my view, this is precisely its terrifying aspect. It has chosen the most difficult path, but with the deepest moat: entertainment and mainstream adoption.

I have always believed in one logic: the engine of the next bull market will definitely not be financial churn, but 'integration of data and reality'.

Let's take a look at the cards Vanar holds. First is its deep binding with Google Cloud. Don't underestimate this point; for traditional IPs wanting to go global, security is paramount. With Google's backing, the psychological threshold for companies to deploy assets on the chain will be greatly lowered.

Secondly, it is its understanding of NFTs and the metaverse. Vanar does not treat NFTs as a small image to speculate on, but as a 'digital contract' connecting brands and users. Imagine that friend who creates national comic animation; if they issue a set of digital collectibles with rights through Vanar, fans will not only be collecting but also gaining future viewing rights and even voting rights on the storyline. At this point, fans are no longer just traffic but 'spiritual shareholders'.

This is about transforming the 'traffic logic' of Web2 into the 'stock logic' of Web3.

I told them at the dinner table not to keep staring at the current policy restrictions but to look ahead five years. When the country advocates data as a factor of production, whoever can provide the highway for data assets will be the future infrastructure mogul. And #vanar is building this road.

The current market environment is very restless, with many people buying today and selling tomorrow, eager to double their investments in a day. I do not oppose speculation, but I prefer to be a long-term thinker.

Look at the current traditional industries in China; the competition has reached an extreme level. The manufacturing sector is competing on prices, and the content industry is competing on promotion. The only breakthrough point is to compete from a different dimension. Use blockchain technology to reconstruct production relationships, to secure rights, and to incentivize.

Vanar gives me the impression of being like Amazon back in the day, when everyone thought the internet was just a yellow pages; it was quietly building warehouses and logistics. Today's Vanar is laying the groundwork for the upcoming era of large-scale applications.

Tonight's drink was not in vain; it has made me more certain of my judgment.

Our generation's greatest fortune is catching the wave of technological change. But the greatest misfortune is also easily getting lost in the tide. If you are also tired of the fatigue of chasing gains and cutting losses, why not take a moment to study projects like Vanar that truly have the ability to generate value.

Late at night, watching the fluctuating market on the screen, I actually feel very at ease. Because I know that I am investing not just in a code, but in a ticket for the migration of traditional commercial civilization to digital civilization.

I hope you, who are still holding on, can understand the logic behind this. After all, the good show has just begun.