DTADTA

In recent days, the brothers in Yiwu International Trade City have truly been experiencing both pain and joy.

The Year of the Horse Spring Festival is just around the corner, and this year's holiday is unusually 9 days long, everyone is busy stocking up. Especially that suddenly popular 'Crying Horse' plush toy; I read reports that some factories need to fulfill 100,000 orders in a day. Yesterday, I went out for a round and found several old friends worried about the same issue: the goods are selling like crazy, but the money isn't coming back.

Why? Because it's the end of the year, and the traditional cross-border settlement channels are starting to 'get blocked'. Especially for those doing cross-border business with Temu and TikTok, hundreds of thousands of dollars are tied up in the payment terms, while factories need to settle workers' wages for the New Year, and raw material prices are rising, cash flow is like walking on a tightrope. While drinking tea at the stall, I overheard a Mr. Li, who does foreign trade, complaining that the bank suspends some services as soon as the Spring Festival holiday arrives; this 9-day long holiday is simply a trial for him.

At this moment, I was thinking, the Web3 implementation we talk about in this circle is actually very close to them. If supply chain finance could use @Plasma 's network for instant settlement, wouldn't that solve the problem?

If these hot-selling orders in Yiwu could be directly settled through on-chain contracts, Mr. Li wouldn't have to wait for the bank to open, and he wouldn't even have to worry about exchange rate fluctuations eating into profits during the holiday. $XPL has a natural advantage in this high-frequency, small-amount yet massive cross-border payment scenario. It's not just meant for speculation; it can genuinely 'stem the bleeding' for the real economy.

Unfortunately, traditional bosses still have prejudices against this area, thinking that virtual currency is just gambling. In fact, solutions like plasma, which are dedicated to increasing capacity and payment efficiency, are precisely tailored for this 'Yiwu speed'. If the issues of trust and settlement speed are not resolved, no matter how popular the 'Crying Horse' becomes, the bosses will ultimately just cry secretly at home.

I hope more people can see the value of technology in the real economy, and not let the lag of financial tools hold back the explosive power of Chinese manufacturing.

#Plasma

When the myth of traditional computing power is broken, what do we see on $VANRY ?

These past few days, the news about domestic AI has been all over social media, with everyone discussing how DeepSeek has leveraged the entire tech circle's nerves at an extremely low cost. This actually conveys a very clear signal to the crypto world: the future king will not be the one who is the most expensive, but the one who understands cost reduction and efficiency improvement the best, and can effectively implement it.

Looking around the current public chain race, many projects are still playing with illusions, but @Vanarchain 's approach makes me feel very grounded. Why? Because they align perfectly with the current AI trend. As traditional industries are anxious about computing power costs and energy consumption, Vanar directly hits the pain point. An L1 blockchain that achieves extreme energy efficiency.

Don't just focus on the K-line; look at the social media behind it. The partners Vanar collaborates with are traditional giants at the level of Google Cloud and Nvidia. What does this mean? It means that when traditional gaming and entertainment giants want to enter Web3, they will not choose a chain that is both expensive and slow; they will choose infrastructure like Vanar, which has technical backing and can solve compliance and environmental issues.

The market trend has changed; pure air is hard to survive, and only projects like #vanar that can support large-scale traditional commercial applications (RWA, AI, Metaverse) have the ability to traverse bull and bear markets. If you understand this AI circle's revolution in cost reduction and efficiency improvement, you should be able to grasp the value logic of $VANRY .

Don't wait for the wind to really pick up before you chase it; being ambushed before dawn is the quality that seasoned traders should have.

The office buildings outside are brightly lit, representing countless small and medium-sized enterprises rushing to finalize their year-end financial reports. They lack funds, liquidity, and a channel for quick monetization. And us? Sitting in front of the computer, staring at a few red and green lines, searching for hundredfold coins.

The gap in between is the greatest opportunity.

RWA has been shouting for so long, why hasn't it exploded yet? Because it lacks a real disruptor who understands compliance. Most projects only understand on-chain, but don't know the legal maze off-chain. But @Dusk is different; it's like a geek well-versed in financial law, with code in one hand and compliance in the other.

Once $DUSK completely opens up the channel for traditional assets to enter the chain, the assets in those office buildings will flood in like a deluge. At that time, the chips in your hand, #dusk , could be the ticket to a new world.

Don't just look at the K-line; look at the real desires outside, for that is the source of value.

Today I chatted with a friend who works in supply chain, and he lamented that business is tough now because the cost of trust is too high. Every payment confirmation, every contract signing, must be repeatedly verified, for fear that the other party is a fraud. I smiled and handed him my phone, which displayed the white paper interface of @Dusk .

In fact, trust shouldn't be this expensive.

In the world of Web3, code is law. Especially for Layer 1 solutions focused on privacy and compliance like Dusk, it reduces the cost of trust to nearly zero using zero-knowledge proofs. You don't need to trust my character; you just need to trust the math.

When the trust crisis in traditional industries meets the technical solution of $DUSK , it's not just a fluctuation in coin prices; it's a reconstruction of production relations.

Even in the current bear market fluctuations, I am willing to bet on a hope for the future on DUSK. After all, those who solve the trust issue will ultimately win the world #dusk .

Reality is always more absurd than the dealer's manipulation～

Just like written in a certain story, you think he is the one who understands your brokenness,
thinking he is the redemption that takes you to see the sunrise, only to find out that he is just calculating your
remaining value. In the world of Crypto, we are used to checking the
contract loopholes, guarding against the project's Rug Pull, and we do that for survival.
But in relationships, when you realize you need to use the same logic to guard against the person sleeping
beside you, that feeling of disgust is devastating.

He doesn't love me as much as I imagined, or rather, he loves that "money-making me" more.
No matter how close the relationship is, once it is mixed with peeking and calculating,
it turns into an unequal game. I cut my losses, like chopping off a
junk altcoin, the action is quick, but only I know that the gap in my heart
cannot be filled no matter how much profit or loss.

People often ask me, what is the hardest part of trading?

In the past, I would say it's timing, it's mindset. Now I feel that the hardest part is after you
see through the greed of human nature, experience betrayal and exploitation, still having the courage
to believe in the next "bull market", still having the courage to entrust your back to
another person.

I have not yet found the answer I seek. The one about "what I want to do, where I want to
go" is still blank.

But I have understood one thing: K-line doesn't lie, but people do. In this circle
filled with myths of sudden wealth and the arena of human nature, I will continue to be that
calm "Trader", continuing to help everyone make money. Because only the chips in hand
are the only source of warmth that can give me a sense of security in this cold world.

As for relationships, maybe it's just like what the ID I used to like said:

"I actually want to tell a pure love story with impure intentions… May you find the
Ta you love."

After dawn, remember to forget my gender, and let's continue to do business.

#trader
#交易员

Salute to all the real builders! 💗

The square is worth creators building together for the long term～

In recent days, everyone has been discussing the hottest word at the beginning of 2026: anti-involution. From official to grassroots, China's traditional manufacturing industry is undergoing a profound change in thinking. The past model of relying on lowering prices and sacrificing profits to gain orders has been explicitly put on hold this January. Especially in the export processing zones of the Yangtze River Delta and the Pearl River Delta, business owners are no longer discussing whose quotes are lower, but rather whose payments are faster and whose cash flow is healthier.

At this time, we have to re-examine the payment settlement process, which can be said to be the main artery of traditional industries. For many foreign trade enterprises still relying on traditional bank wire transfers and suffering from long settlement cycles and high fees, the efficiency of fund turnover is a matter of life and death. In the crypto world, Layer 1 networks focused on stablecoin payments are quietly changing all of this. This is why I have been keeping an eye on the project @Plasma recently.

Plasma is not just a blockchain; it is more like a high-speed highway specifically built for global business payments. Its original design intention was to make the circulation of stablecoins as simple and costless as sending a WeChat message. Imagine if a textile company in Suzhou could use the Plasma network to achieve zero Gas fees and instant USD stablecoin settlements with overseas clients; this would directly shatter the layers of exploitation by traditional financial intermediaries.

Here we must mention the core value of $XPL . In the Plasma ecosystem, XPL is not just a governance token or miner fee; it is the cornerstone of maintaining the security of this global payment ledger. It employs Bitcoin-level security while being compatible with Ethereum's flexibility, which is tailor-made for traditional industry owners who value fund security.

As traditional industries strive to break free from inefficient involution in 2026, Web3 technology is also returning to pragmatism. The hashtag #Plasma gathers not only speculators but also pragmatists who understand the future payment trends. We look forward to seeing XPL become the bridge connecting China's strong manufacturing capabilities with the global digital financial system, ensuring that every penny of business profit can be safely secured.

Today I attended the year-end party of a Yangtze River Delta business association. Although it was said to be a meal, everyone was actually venting their frustrations. Sitting next to me was an older brother who runs a high-end home textile business. After a couple of drinks, he started sighing. He said that the difficulty in doing business now is not the lack of orders, but rather the high 'trust cost.' The brand does not trust the factory's environmental data, consumers do not trust the product's material traceability, and even the reconciliation between upstream and downstream in the supply chain can take half a month to resolve.

Seeing his worried expression, I couldn't help but take out my phone and show him the official website of @Vanarchain .

I told him, 'Brother, this is actually a typical case of information island syndrome in the Web2 era. The outside world has changed; blockchain is no longer just a speculative bubble; it is becoming the 'digital ledger' for your real industry.'

The reason I've been increasing my position in $VANRY recently is not because I want to chase some mythical hundredfold return, but because I see projects like Vanar that are genuinely solving your problems. Especially in terms of supply chain transparency and data rights confirmation, Vanar is doing very solid work.

Let's imagine, if the production data and environmental indicators for every meter of fabric can be directly recorded on the blockchain, becoming an immutable digital passport, would you still need to struggle to gather a pile of paper proofs when negotiating with European clients? No, you wouldn't. This is the core logic of Vanar: using low-cost technological means to reconstruct the foundation of trust in the business world.

The older brother listened with a skeptical attitude and asked me if this thing is expensive. I said that's the smartest part of Vanar; it is working hard to lower the threshold, making it as simple for businesses to use as using WeChat.

On the way back, I was thinking that we’ve been in the crypto circle for a long time, and sometimes it's easy to get lost in the clouds. But the real opportunities are often hidden in the sighs of these traditional bosses. When the real economy urgently needs a 'trust machine' to reduce internal friction, practical infrastructures like #vanar are the ones that can catch the immense wealth.

Your WLFI and USD1 can do way more!

$WLFI
$USD1

Unlocking many styles

The rewards and events are abundant!

Vanar's predecessor is Virtua, inherently carrying the genes of entertainment and the metaverse. Especially their collaboration with Google Cloud, which serves as a reassurance for traditional giants. Through @Vanarchain , game developers can turn items and characters into real on-chain assets, allowing players to have ownership. This is not just as simple as selling NFTs; it represents a completely new user relationship. Players are no longer consumers but shareholders in your ecosystem.

After listening, a friend pondered and asked me if this thing has a high threshold. I said this is where Vanar is clever; it is striving to make Web3 technology "invisible," allowing users to experience the benefits of blockchain without realizing it.

$VANRY

On the way home, I was thinking that we in this circle focus on K-line fluctuations every day and sometimes easily overlook the fundamentals. When traditional traffic logic fails, infrastructures like Vanar that can provide low-cost, high-efficiency, and focus on the entertainment track are likely to become the dark horse of the next cycle. After all, whoever can help physical business owners save money and make money is the hard truth.

#vanar