Recently, when chatting with a few friends in the circle, the topic often revolves around AI. It seems that now, without touching on AI concepts, projects can't even start a conversation. But I noticed a rather interesting phenomenon: what everyone is passionately discussing is mostly about AI models running on a certain chain or a certain coin being labeled as 'AI concept.' This feels like... everyone is rushing to build faster sports cars, but no one cares whether the roads can support these vehicles and, more importantly, what kind of roads the future transportation system actually needs.
This led me to carefully examine what those blockchains claiming to support AI are actually doing. After looking at many, one core distinction becomes increasingly clear: the vast majority of projects are attempting to add 'smart driving' features on existing 'roads' (blockchains); while very few, like @Vanarchain, are planning a 'new city' from scratch that is born for autonomous driving and intelligent logistics.
The former is 'AI-added,' while the latter is 'AI-native.' The difference between them may be far more profound than we imagine. Today, let's set aside those grand narratives and discuss the differences in this underlying design, why they ultimately determine the flow of value, and why assets like $VANRY may not be found in the noisy narratives but in the silent architecture.
1. Adding 'function' as an addition, building 'environment' natively.
Let's start by pondering a simple question: does your smart speaker at home feel the same as an old radio that you modified and added a voice module to?
On the surface, they can all hear you speak and play music. But the experiences are worlds apart. Smart speakers are designed with the core scenario of 'listening and understanding commands' in mind, from chips to microphone arrays, from wake word algorithms to cloud services. What about that modified radio? It is essentially still a radio, with voice functionality being an add-on, slow to respond, prone to false triggers, and with limited functions.
The current blockchain AI ecosystem is much like that 'modified radio.' A chain originally designed for financial transactions (seeking high TPS and low gas) claims to support AI by introducing external oracles, building a side chain specifically for AI tasks, or calling a certain API. This is fine and can solve some specific needs.
But what do truly autonomous, value-creating AI agents need? They need a complete, endogenous environment:
· It requires 'memory': not one-off transaction data, but continuous, contextually related conversation histories and decision records. It must remember 'who you are,' what decisions you made before, and why.
· It requires 'thinking capability': The ability to make logical inferences based on trusted on-chain and off-chain data, make choices, and ensure that this process is traceable and auditable. It cannot be a 'black box.'
· It requires 'execution capability': After thinking, it must be able to execute safely and automatically. For example, automatically completing a payment, minting an NFT, or submitting data to another contract. This requires automated processes to be deeply embedded in the infrastructure.
· It requires an 'economic system': AI agents will not use a small fox wallet. They need a seamless, utility-like payment and settlement layer to pay or charge for their services.
You see, this has far exceeded the scope of 'faster transactions.' This is a whole new set of infrastructure requirements. And the Vanar chain appears to be one of the few 'new city planners' that has been addressing this set of issues since its design inception. It does not treat AI as an optional 'application layer,' but views AI agents as the primary 'residents,' with all roads, buildings, and public facilities (memory, reasoning engines, automation frameworks, compliant payments) constructed around the needs of these residents.
2. True 'AI readiness': Let's take a look at those who have already moved in as 'residents.'
Sounds good, but is there anything substantial? This is the most crucial question in the crypto circle. The value of an ecosystem ultimately depends on what is running on it, especially whether those things would struggle to operate outside this ecosystem.
There are already some 'early residents' in the Vanar ecosystem. They are not demos on a test network, but rather real applications on the mainnet. They perfectly showcase the advantages of a 'native environment':
· myNeutron: You can think of it as an on-chain AI partner with 'long-term memory.' Many AI chatbots 'forget' once the conversation ends. But myNeutron's conversation context and memory are persistently stored on-chain. This proves that the Vanar infrastructure layer can natively support semantic memory — the basis for AI agents to form 'personalities' and provide continuous services.
· Kayon: It is essentially a decentralized AI reasoning network. The focus is on 'reasoning' and 'explainability.' It ensures that the AI's decision-making process occurs on-chain or can be verified by the chain, with a transparent process that is no longer a mysterious algorithmic output. This provides a native reasoning layer for applications that require high trust (such as AI-based prediction markets and content moderation).
· Flows: This is my favorite product because it connects 'thinking' and 'action.' Through a simple drag-and-drop interface, you can set up AI-driven automated workflows. When preset conditions are met (such as a specific token price reaching a threshold or receiving a particular type of NFT), the AI can automatically trigger a series of complex on-chain operations. This is native automation, the 'hands and feet' of agents connecting to the real world.
These products are interesting when viewed individually. But when viewed together, their significance changes. They collectively form a complete, self-reinforcing 'agent survival stack': from memory (myNeutron) to thinking (Kayon) to action (Flows). And $VANRY is the 'energy' and 'governance token' of this complete stack. Its value foundation lies in the frequency and depth of usage of this entire set of native AI services, not just in the transaction volume of a single chain.
What does the cross-chain layout on the Base chain mean?
An advanced city, if isolated from the world, has limited value. One smart thing about the Vanar team is that they know their 'new city' technology cannot be self-indulgent.
They chose a strategically significant action: deploying their core technological capabilities on the Base chain in a cross-chain manner. What is Base? It is the L2 supported by Coinbase, the world's most compliant and widely used exchange, which harbors a vast amount of traditional Web2 users and capital.
This move, in my opinion, is a brilliant strategy:
1. From 'technological ideal city' to 'commercial prosperity zone': Base itself is a dynamic commercial and application ecosystem. Vanar's AI-native capabilities (like myNeutron's memory services and Flows' automation tools) can easily empower countless social, gaming, and DeFi applications on Base like plugins. Instantly, Vanar transforms from 'building a city' to 'providing intelligent utilities for the entire area.'
2. **Inject real cross-chain utility into $VANRY**: Previously, the use cases for $VANRY were mainly limited to the Vanar chain. Now, by serving the Base ecosystem, the use cases and demand models for $VANRY have been completely opened up. It may become the 'pass' or 'fuel fee' for accessing these cross-chain AI services. Its value capture logic has expanded from one network to the enormous demand of the entire multi-chain universe.
3. User-invisible experience: Future mainstream users may not even know about the existence of the Vanar chain. They are simply using a very interesting, memory-enabled AI social application on Base, or a DeFi tool that can automatically manage investments. But with each interaction, they are likely invoking the services of the Vanar native stack and creating value for the entire ecosystem. This is the true 'infrastructure': omnipresent yet imperceptible.
4. Why is it possibly too late to launch a new universal L1 now?
Let's return to the metaphor of 'building roads' at the beginning. Does Web3 lack roads? Not at all. Ethereum, Solana, Avalanche, a bunch of L2s... we already have various 'roads' with different speeds and costs.
What is missing? What is missing is the road standards and traffic rules that adapt to the next generation of transportation tools (AI agents). Think about it, do the precise maps, vehicle-road coordination communication, and high-precision positioning required for autonomous vehicles meet the needs of ordinary highways?
Similarly, a new L1 that merely claims to be faster and cheaper faces a fatal challenge in the AI era: its underlying architecture has not optimized for the native memory, reasoning, and automation that AI agents need most. It has to start patching from scratch, and this process will seem cumbersome and inefficient compared to those 'new cities' designed for this purpose from the ground up.
The competitive dimensions of the future have changed. It is no longer about 'how many transactions can be processed per second,' but rather 'whether it can provide a stable and trustworthy memory storage and collaborative decision-making environment for one hundred thousand AI agents.' On this new dimension, projects like Vanar that have already drawn up urban planning maps and have operational model areas occupy a very advantageous 'paradigm high ground.'
Conclusion: Invest in 'readiness,' not in 'stories.'
The crypto market is full of stories. AI is undoubtedly one of the hottest stories right now. But history repeatedly tells us that when the stories fade, what remains are the projects that solve real problems and build the necessary infrastructure.
In my view, $VANRY offers a unique exposure: it is not exposure to the success or failure of a single AI application, but rather to the more fundamental and underlying proposition of 'AI-native infrastructure readiness.' What it relates to is a complete intelligent stack that has already been launched, is operational, and has begun to deliver capabilities to a broader commercial landscape.
When everyone is concerned about which 'AI sports car' looks cooler, perhaps it’s worth our attention to see who is quietly building the truly 'intelligent roads' suitable for future transportation. Because ultimately, the value of the road will be determined by all the vehicles running on it. And Vanar's exploration, every progress in the #Vanar ecosystem, may be showing us a prototype of such a future. This is worth continuous attention and in-depth thought from everyone serious about the integration of blockchain and AI.
