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Today I want to talk about the walrus, a project that everyone knows and has been quite popular recently; you can basically see its traces at Binance Square every day. Having been in this industry for a long time, people can become harsh. I have seen too many garbage products that claim to be decentralized but are as slow as dial-up internet. Walrus feels sincere to me. In all the noise at Binance Square filled with 'hundred times potential' and 'last chance for a surge,' Walrus stands like a geek wearing a windbreaker and holding a precision sensor, quietly dismantling the load-bearing walls of the internet in a corner.
Staring at @Vanarchain for a long time. Many Layer 1s are focused on the monotonous number of TPS (transactions per second), but Vanar has taken a completely different approach. It is trying to address a fundamental embarrassment of blockchain: blockchains actually have 'amnesia'. Most public chains currently are just cold, hard ledgers, with the stored data being meaningless fragments of characters. The core advantage of #vanar lies in its ability to pump 'intelligence' directly into the protocol layer like blood; its structural design logic is very hardcore. Previously, while browsing various Layer 1 whitepapers, I always felt that developers were tirelessly patching old clothes. Most so-called AI chains on the market are merely marketing gimmicks that apply a calling interface to contracts. It wasn't until the logic details of the Neutron layer unfolded that the truly granular technical touch finally emerged. The detail that left me breathless was the 'seed' mechanism. A 25MB 4K video was surprisingly compressed into a 47-character semantic seed directly deposited on the chain. It even punctured the most embarrassing bubble of Web3 at present. We talk endlessly about decentralized ownership, yet the core is extremely reliant on centralized cloud services that could crash at any moment. Not just a hot air ecological endorsement. The involvement of NVIDIA and Google Cloud is not just simple co-branding marketing. Google Cloud provides green energy verification nodes and carbon tracking, while NVIDIA is there to support the computing power needed for large-scale inference. This deep coupling means that Vanar is targeting PayFi (payment finance) and RWA (real-world assets). What it wants to support are those heavy asset flows in the real business society that require compliance, memory, and complex reasoning. $VANRY
Today, I seriously studied @Plasma , which is transforming blockchain from an expensive toy in the lab into an infrastructure that feels as natural as breathing for ordinary people. Most Layer 2 projects are still frantically occupying expensive Blob space on the Ethereum mainnet. While they claim to reduce fees, they transfer the cost of every transaction onto ordinary users who just want to buy a cup of latte. The logic of Plasma is extremely calm. It refuses to forcibly stuff bulky transaction details into the expensive mainnet. When you pay by scanning the Plasma One terminal on the streets in 2026, the underlying ZK algorithm will generate proof in sub-second time and condense thousands of transactions into a cryptographic snapshot of just a few bytes. Mainstream Rollup solutions have yet to break free from the reliance on Layer 1 data space, and even with the support of Blobs, the chain remains overcrowded. Plasma attempts to completely erase the vast majority of transaction data from the chain. This "data offline" logic makes it extremely fierce when handling massive small payments. While an ordinary Rollup transaction is still entangled in the on-chain cost of dozens of bytes, next-generation Plasma protocols like XPL or INTMAX have compressed the on-chain footprint of a single transaction to an astonishing 5 bytes. This extreme squeezing method directly ends users' anxiety about Gas fees. It is particularly suitable for high-frequency, low-ticket scenarios, such as paying for a cup of coffee or liking a social post. By introducing zero-knowledge proofs (ZK), you no longer need a long challenge period to wait for secure asset exit. Every user holding a validity proof has a privilege pass that can lead to the mainnet at any time. This power shift from "trust sorter" to "trust mathematical formula" is precisely why I am optimistic about it. It does not attempt to replace those versatile chains that carry complex smart contracts; it is more like a precision scalpel focused on the payment field. In today's world where stablecoin payments are gradually becoming mainstream, this extremely low-cost, sub-second confirmation underlying architecture demonstrates strong dominance. $XPL #Plasma
You also just heard about it but you have never really understood @Dusk , in that era of air coins where white papers are written today and tomorrow they dare to pump the market. #dusk has been pent up for six years. The long development cycle has long since extinguished the patience of most users, losing confidence in it.
However, at the moment the mainnet officially launched on January 7, 2026, the market suddenly realized that this obsession with the underlying protocol is the real ticket to survive in the RWA track.
Traditional financial institutions generally suffer from a deep-seated compliance obsession. They drool over the liquidity brought by blockchain, yet are scared to move forward by the naked transparency of public chains. Dusk stitches together this seemingly irreconcilable contradiction. It does not toy with that ethereal concept of privacy. The Citadel protocol builds a firewall with one-way glass at the protocol layer. It allows institutions to provide mathematically legitimate proofs to regulators through the Piecrust VM, a zero-knowledge proof virtual machine, while not needing to lay transaction details out in the sunlight like underwear. This controlled transparency precisely hits the Dutch Stock Exchange NPEX. The asset pipeline of 300 million euros has been fully laid out. This is not a test demo running in a lab, but a real settlement flow under the MiFID II regulatory framework. With the deep integration with Chainlink CCIP in late January 2026, Dusk's reach has extended into the entire EVM ecosystem along cross-chain interoperability protocols. It transforms into a one-way transparent protective net, allowing institutions to face auditors' inquiries with confidence while protecting transaction privacy. I am fascinated by this kind of certainty that is as precise as industrial machinery. When speculators leave because they cannot see the immediate effect of getting rich, real liquidity is slowly flowing towards the core of the Dusk architecture along Chainlink's cross-chain pipeline. Its beauty does not lie in the fleeting pulses on the K-line chart. It is waiting for an opportunity, a turning point where traditional finance, due to compliance anxiety, must collectively lean towards privacy public chains.$DUSK
Feeling idle, I just finished reading the white paper of #walrus . This 'Walrus' that is entrenched in the Sui ecosystem is indeed quite interesting. Established protocols like Filecoin or Arweave have been overly obsessed with 'absolute survival' in their original design. To resist the risk of nodes going offline, they often adopt multi-replica replication or extremely complex space-time proof mechanisms. This approach directly leads to a sky-high hardware threshold, and ultimately, these costs are inevitably passed on to users. Walrus, however, does not believe in evil, and boldly showcases its strength with the RedStuff two-dimensional erasure coding algorithm. It cuts and encodes large Blob files into fragments, spreading them across global nodes like sowing seeds. Even if the real world encounters a storm, as long as one can scrape together one-third of the fragments, the original file can be resurrected in milliseconds. This extremely low redundancy brings an economic calculation that looks quite beautiful, directly dragging storage costs down to the floor and severely humiliating those established protocols that often require tenfold replication. The detail that truly amazes me is that it endows storage with a certain liquidity. With the soul of the Move language, every piece of data can transform into a programmable, transferable on-chain asset, no longer just lifeless cold storage bytes. Millisecond-level reconstruction: Walrus's architecture supports the rapid parallel pickup of data fragments. Even if some nodes go offline, the remaining fragments can be reassembled in an instant, meeting the needs of high-frequency interactions. The gene of the Move language: Thanks to the deep integration of the Sui ecosystem, Walrus no longer stores rigid bits, but owns programmable Objects. Data on the chain is no longer isolated, but can be directly called by contracts as living assets. Looking at $WAL as a potential pivot point, the narrative space of the future is likely more than just simple storage. @Walrus 🦭/acc
Your 'get rich overnight' mindset is the biggest obstacle to your life's highlights
The recent silence in the cryptocurrency world is not unfamiliar; it resembles the retreat of the tide, leaving only broken shells and abandoned plastic bottles on the beach. I watch people come and go every day, fully aware that most of them have surrendered all their chips in this silent massacre. People are always discussing doubling. In this illusionary world built on algorithms and greed, every intruder has had their own 'highlight moment.' Even a novice who just opened an account can experience the illusion of being a 'trading genius' within a few hours if they hit a blind pump. However, this genius often has a very short shelf life. In this race, the finish line is never set at the peak of one's account assets.
After studying Walrus, my biggest takeaway is actually just two words. Comfortable. We've been in the crypto space for so long that we've actually been worn down by the snail-paced decentralized storage. Storing a file used to feel like panning for gold at a flea market; not only was it hard to find, but you also had to endure the latency that would often cause disconnections. Walrus's approach this time is quite ruthless. It didn't aim to fix those old houses but instead built a new building directly within the Sui ecosystem. The core logic of this thing is actually quite intuitive. It uses an algorithm called Red Stuff to tear your files into thousands of fragments.
Walrus this protocol. Quite powerful. This technology architecture, which shatters original data through erasure coding and distributes it to a global node network, completely subverts the previous centralized storage's compromise attitude towards single points of failure. Stripping redundancy. Its original Red Stuff coding algorithm successfully collapses the resource waste factor brought by traditional multi-replica backups in an instant. Anchoring value. In the past, everyone thought decentralized storage was slow and expensive, but this thing's read and write response actually reached sub-second levels. Penetrating the fog. Its core underlying logic is to directly map Blob data as interactive digital objects on the Sui chain. Bridging fractures. This means that smart contracts can directly penetrate protocol boundaries to accurately control the lifecycle of storage resources. Don't be fooled by the fact that the current storage track is crowded with old players; Walrus's approach of deeply injecting "programmability" into the storage layer is indeed more aggressive. Abandoning the stale. When the scale of nodes expands, the entire network's throughput will grow linearly, and this horizontal scalability effectively resolves the efficiency bottleneck of traditional blockchain storage. Compared to the rigid logic that cannot be changed once written, it supports on-demand deletion and dynamic adjustment, perfectly adapting to the high-frequency iteration needs of large-scale AI model weights and dynamic metaverse assets in 2026. Lurking within. This level of infrastructure explosion often consumes the market share of the old centralized cloud era with exponential force. Worth holding. The reconstruction of this underlying logic is far more dynamic than simply pumping up prices. Waiting for something big. .@Walrus 🦭/acc $WAL #walrus
Hibernating for six years. This almost obsessive slowness seems out of place in the fast-paced bull market of 2026. Watching Dusk finally open the mainnet door this January, I suddenly realized that the teams willing to work in the dark for compliance are the rarest chips at the moment. It directly embeds zero-knowledge proofs into the heart of the financial system through the Piecrust virtual machine, allowing cumbersome audit processes to operate in an automated closed loop in encrypted form. It discards those flashy marketing gimmicks and chooses to quietly carve out a compliant privacy gap in the depths of regulation. The three hundred million euros of securities assets linked to the Dutch exchange NPEX are steadily migrating through the hidden pipeline of the Citadel protocol into a decentralized clearing network closely protected by the MiCA regulation. This logic constitutes the only ladder for the RWA track to move from the laboratory to the global settlement center. It transcends the mere category of protocols, directly evolving into a deep-water port meticulously designed for the migration of real-world assets, equipped with automatic compliance purification capabilities. Every $DUSK is no longer just a speculative code in the secondary market; it is more like fuel in a regulated financial hub, combined with the two-second settlement certainty brought by the SBA consensus, completely eliminating the liquidity risks brought by trade retraction. This feeling is strange. It is that kind of “dull” asset that you usually can’t be bothered to open the market software to observe fluctuations, yet it is also the kind that can be a solid shield allowing you to sleep soundly when regulatory storms arise. Privacy and transparency reached a handshake at this moment. This pure foundation that can elegantly move institutional assets onto the chain is destined to unleash amazing ecological tension with the traditional capital's demand for compliance. We are standing on the eve of the digitalization of the old financial system. What Dusk has forged is precisely the golden key to opening the liquidity door of trillion-level regulated assets. @Dusk $DUSK #dusk
Dusk: The Financial Undercover Dancing on the Edge of Privacy and Compliance
Recently, trading on Binance Square has indeed made me feel a sense of inexplicable aesthetic fatigue. Everywhere I look, it's all about promoting various altcoins or those that sound grand but are actually hollow and tedious commercial hype. In this cryptocurrency environment that makes everyone feel anxious, I'd rather talk about something that can help people calm down and ponder. A while ago, I saw that Dusk finally officially launched its mainnet in January 2026, which indeed brought back many memories for me. After all, there are very few projects that can survive six years in this space where many just run away or undergo changes.
Awakened in the Tide: How Vanar Reshapes the Survival Logic of AI Protocols
Having waited at Binance Square for so long, I've seen too many so-called 'public chain killers' quickly fall into silence after a brief celebration. Worth watching. Recently spent a lot of time revisiting the logic of Vanar Chain. This L1 protocol, which evolved from Virtua, does not follow the clichéd pattern of 'creating a grand narrative, attracting some traffic, and then waiting to die.' Many people call it a gaming chain or entertainment chain, but I prefer to define it as a deeply verticalized, AI-native infrastructure with a neural hub. The brutal aesthetics of the underlying architecture
Vanar: AI Native L1's Dimensionality Reduction In this era where AI concepts are forced into the spotlight, most chains are just riding the wave, but Vanar's approach of directly embedding AI logic into the underlying architecture shows a fierce determination. The underlying reason for Google Cloud and NVIDIA extending an olive branch lies in the fact that this system genuinely addresses the compliance pain points and energy efficiency barriers traditional large companies face when entering virtual spaces. Through its self-developed Neutron semantic compression technology, it can stuff dozens of megabytes of redundant data into a tiny on-chain seed like crumpling a piece of paper. This kind of dimensionality reduction efficiency improvement makes the realization of PayFi and asset tokenization no longer a false imagination on PPT. It is truly stable. Compared to those high TPS public chains that often lag, Vanar, with its three-second block time and fixed gas fee of 0.0005 dollars, is more suited to the stringent requirements of large-scale commercial applications. This all-scenario closed loop that spans gaming, entertainment, and financial settlement, combined with over 18,000 active global nodes, is sufficient to support its long-term narrative as an 'intelligent economic infrastructure.' The token value anchoring is clear. Since the first quarter, VANRY will be mandatorily consumed to drive the advanced AI engine. This underlying asset, which inherently has deflationary expectations and real demand scenarios, has already proven its value capture logic. This native L1, backed by large companies, with concrete solutions to real-world challenges, and an extremely unique ecological niche, is destined to have a strong siphoning effect on existing funds in the upcoming wave of intelligentization. Look at the logic. @Vanarchain $VANRY #vanar
Plasma: The Payment Monster Emerging from a Pile of Old Books Old Wine in New Bottles. Many people think that scaling is a solo act of Rollup, but overlook that the long-silent ghost is quietly returning. Through zero-knowledge proofs, a highly penetrating technology reconstructs the old exit logic, dehydrating once-bulky data to the extreme, leaving only a few bytes of anchor points on the mainnet, thus opening up a high-speed corridor exclusively for stablecoins to run in the chaotic battlefield of scaling. This makes payments cheap. The transaction cost of one ten-thousandth of a dollar almost eliminates the friction between the real world and the blockchain, and this extreme cost advantage finally makes large-scale micropayment scenarios no longer a mirage in white papers. I am optimistic about it, not because it is adorned with fashionable narratives, but simply because it is clumsily nailed to the most fundamental and hardest bone of stablecoin payments. While most projects are busy building extravagant financial castles in the air on the blockchain, it chooses to stitch together the gaps between banking compliance systems and anonymous cryptocurrency networks, attempting to let USDT traverse freely like light between payment terminals in different countries. This restraint reveals a fierce focus. This infrastructure attribute is like the drainage system under the city; although it is usually hidden beneath the clamor of speculative emotions, it silently anchors the ultimate foundation for value circulation. This dimensionality-reducing focus allows Plasma to exhibit a nearly primitive vitality in the payment arena of 2026. If you are also tired of those complex agreements that exist merely for the sake of existence, perhaps this return to simplicity based on common sense is the remedy for healing the industry's anxiety. @Plasma $XPL #Plasma
After staying up two nights and thoroughly reviewing the white paper, I am convinced that Plasma is the seriously underestimated scalability terminator.
In the information flood battlefield of Binance Square, many are still immersed in the illusion of Rollup ruling everything, even thinking that those 'old items' lying in the technology museum have already gone moldy. However, the early 2026 renaissance regarding Plasma (XPL) smashed the market's stereotypical understanding of scaling solutions like a heavy blow. I spent two days turning over the latest technical white papers and various on-chain data, just to figure out how this thing could crawl out of the grave, and even wanted to counterattack those invincible Layer 2s in the stablecoin settlement arena.
With this upgrade, the officials have finally decided to take decisive action against the '刷子'
Just now, while scrolling through the square, I saw that the creator task platform has welcomed a brand new upgrade again. As a creator who has been following the dynamics of the square for a long time, my first feeling about this change is: the officials are really putting their heart into it. Whether a product can succeed often hinges on its willingness to listen to the voices of its users. Looking back at the development history of Binance Square's creator tasks, we can easily identify a clear trajectory of 'moving from the abstract to the concrete': 1. Farewell to the 'manual labor' era The early task mechanism. Taking the Lista task as an example, creators often need to publish thirty pieces of copy every day to gain participation opportunities. This high-frequency output pressure inevitably leads to a large amount of 'nutritionally empty, homogenized' copy flooding the square. It feels more like a conveyor belt worker.
The 'switch' of infrastructure: My view on the return of Plasma
The remnants of the old era are regaining control in the most extreme ways. When mentioning Plasma, most people's memories still linger on that scaling proposal pushed to the edge by Vitalik in 2017. By 2026, this name has shed the obscure definition of sidechains and transformed into an L1 payment protocol focused on stablecoin settlement. The binary switching of payment logic I have been observing this project for a long time. Many people are debating the throughput comparison between Plasma and Rollup, which is meaningless in this dimension. The real breakthrough lies in its handling of 'friction'.