陈较瘦

Brothers, the community base has officially moved to → Binance group chat, here we have:

Meme sniper experts

Precise research report team

Secondary depth analysts

Wool pulling efficiency base class

And a group of true comrades who really want to make money together

No nurturing of useless people, no rolling with KOLs, no playing fake
Only rolling with information gaps, only rolling with execution power. Brothers, it's time to change places.

Group chat: 杂谈社

#plasma $XPL

Today, let's simply talk about the current state of stablecoins.

USDT is impressive, with a huge market cap, but it is now scattered across more than 10 chains, including Ethereum, Tron, BSC, and Solana, which has fragmented its liquidity. Want to transfer USDT across chains? High fees and long processing times, and bridges can easily encounter issues, which is super annoying.

So, what's the result? L1 Plasma, born specifically for stablecoins, has emerged, and it is now the fourth largest network for USDT balances globally. According to official data, stablecoin deposits exceed $7 billion, with USDT ranking fourth, only behind Tron, Ethereum, and BSC.

What’s great about Plasma? Zero fees for transferring USDT, sub-second confirmations, 1000+ TPS, and full EVM compatibility. It directly addresses the pain points of multi-chain fragmentation, especially for users in places like Turkey and Argentina, where transferring digital dollars is as smooth as sending a WeChat red envelope.

TVL is now stable at over $3 billion, with bridge TVL even higher, and Aave has set records for deposits on it. Plasma One, this type of Neobank, has also emerged, offering 10%+ annualized returns and cashback, covering over 150 countries.

The chaotic era of multi-chain USDT may really come to an end with this dedicated chain.

Brothers, do you think Plasma can reach the level of Tron?

#vanar $VANRY

Brothers, today let's talk about Vanar's Neutron.

To put it simply, AI is smart now, but its memory is too short; once a conversation ends, it forgets everything, and next time we have to start from scratch with the background, which is a huge waste of time. Neutron addresses this issue, turning files, notes, chat records, etc., into compact Seeds through AI semantic compression, reducing their size to a fraction of the original, for example, 25MB can shrink to around 50KB, while still retaining the full meaning.

The key point is that these Seeds are fully on-chain, not relying on external links like IPFS; the data truly belongs to you. You can ask AI in natural language when you want to search, and it's also fine to continue using the same context across ChatGPT, Claude, Gemini. The myNeutron tool is particularly smooth to use; you store it once and reuse it everywhere, saving a lot of repetitive work.

In actual experience, the cost of storing things is significantly lower, and querying is fast to the millisecond level, no waiting needed, AI will no longer forget, context retention is at 100%, saving at least 80% of time.

Vanar is not just about storing data; it's also moving towards intelligence, and combined with Kayon, it can perform more complex reasoning and automation. $VANRY is also gradually forming real demand.

In short, if you’re using AI to build things now, lacking a reliable persistent memory layer is really painful. Vanar's Neutron + Seeds fills this gap, and it's definitely worth a try.

#vanar $VANRY

Vanar has long regarded memory as the native primitive of blockchain. Its *Neutron layer utilizes semantic compression technology to transform massive raw data into lightweight Seeds that can be queried and verified on-chain. These Seeds are not only tiny in size but also retain core semantics, context, and relationships, ensuring that data is permanently stored and immutable, and supporting efficient AI retrieval and understanding.

This means that AI agents no longer start from scratch with each interaction, but instead accumulate experience like humans, continuously learning and evolving. Combined with the reasoning engine on the Kayon chain, agents can autonomously analyze data, generate insights, execute decisions, and automate processes, all transparently completed on-chain without the need for external oracles or middleware. This is the solid foundation for the next generation of intelligent applications.

The currently popular open-source AI agent framework OpenClaw is known for its local operation and powerful persistent memory capabilities. Its deep collaboration with Vanar has come to light, marking the imminent official launch of on-chain permanent memory functions.

Imagine: your payment agent can remember every spending habit, compliance agents can automatically track historical records, asset agents can continuously optimize investment strategies... all data is secure, auditable, and eternally stored on-chain.

Vanar Chain is not just another ordinary AI chain, but an infrastructure stack tailored for intelligent native applications. Cutting-edge scenarios such as PayFi, intelligent payment finance, RWA real-world asset tokenization, and agent economy all find optimal solutions here.

Some agents will permanently remember and continuously evolve, while others will shed their old shells. Are you ready to keep up with this intelligent evolution, brothers?

#dusk $DUSK

Every single block burns $DUSK.

This is not a marketing slogan, nor a promise from a future white paper; it is the real-time supply destruction happening every few seconds now.

For every block generated on the network, a portion of the tokens is permanently sent into a black hole. The emission rate is directly reduced, and the remaining rewards are distributed to stakers. The more people use it, the more transactions occur, the more RWA is issued, the more intense the burning becomes, and the less circulating supply there is, while your staking yield percentage quietly increases.

This is not a simple deflationary token trick. This is a design that deeply binds the token economy to real network usage:

- Institutional privacy compliance zero-knowledge proofs → Attracting real financial traffic

- Every complex transaction, every compliance verification, every RWA issuance → All consume real gas demand
- Gas demand rises → Burning accelerates + staking lock increases → Supply continues to tighten

Even more aggressively, the team is brewing the next wave of actions: more burning paths, protocol buybacks; these are not empty promises but directions that are already publicly being explored.

While others are still relying on narratives to pump the price, Dusk chooses to speak in the most hardcore way: burning supply with code, attracting institutions with privacy, and digesting bubbles through real usage.

In 2026, the RWA narrative has evolved from a concept into a race for infrastructure. Very few chains can simultaneously solve privacy compliance and sustainable token economics.

$DUSK is not just another privacy coin; it is the one reconstructing the underlying structure for the trillion-dollar financial market.

#plasma $XPL

Brothers, in the past, when transferring a few dollars in USDT, I often encountered high fees and slow transaction times. When sending money internationally or splitting bills with friends, I often hesitated for a long time due to gas fees. Now, Plasma offers a new option where pure USDT transfers incur no network fees.

Plasma is a Layer 1 blockchain designed specifically for stablecoins, which sponsors gas for simple USDT transfers through built-in mechanisms (such as the Paymaster and relayer system). Users do not need to hold $XPL and do not need to prepare fees in advance; the amount sent is the amount received. Confirmation times are usually within a few seconds, providing an almost instant experience.

Practical help in everyday scenarios:

- Sending small red envelopes or treating someone to a meal without worrying about fees eating into the principal.

- Transferring living expenses to family abroad, reducing losses in the middle process.

- Content creators receiving tips or small subscriptions can receive the full amount.

Plasma does not make all operations free but rather shifts the cost of simple transfers away from the user side. More complex DeFi operations still require payment of $XPLL gas, and the network maintains sustainability through ecosystem growth. Institutions like Tether also participate, providing support for stability.

When small payments are free from the barriers of fees and delays, stablecoins can integrate more naturally into daily life. Plasma is making the circulation of digital dollars smoother.

#vanar $VANRY

In the current integration of AI and blockchain, Vanar's Neutron layer provides a practical solution.

Traditional blockchain storage is expensive, has limited capacity, and large files often rely on IPFS or cloud services, which can easily lead to data loss or uncontrollable issues. The Neutron layer uses AI-driven compression technology to compress large files into approximately 50KB Neutron Seeds, directly storing them on-chain, avoiding external dependencies and achieving true data ownership and persistence.

This process combines semantic analysis, neural structuring, and cryptographic verification, not only compressing the volume but also retaining the core meaning of the data, allowing the Seed to be queried, understood, and invoked by AI. The recovery process is highly deterministic, typically completing the original file within 30 seconds; it is cost-effective, suitable for daily use; and supports quantum-safe encryption, looking towards the future.

For users, this means that invoice documents, compliance records, and more can be transformed into programmable on-chain knowledge, supporting AI agents for automatic processing or triggering smart contracts, without the need to repeatedly upload or explain context.

Building on this, Vanar has created AI-native infrastructure. Neutron allows data to be more than just passive storage; it can engage in work—applicable to payment finance, RWA tokenization, and autonomous AI applications.

Neutron is a practical advancement worth understanding. The value of $VANRY is gradually reflected in such practical technologies.

#dusk $DUSK

In the blockchain privacy arena, both Dusk Network and Aztec Protocol have achieved ultimate transaction confidentiality through zero-knowledge proof technology. However, when it comes to compliance friendliness, Dusk clearly has the upper hand.

Why does Dusk win the favor of institutions and regulatory agencies, even though both use ZK?

The core difference lies in their fundamental design philosophies. Aztec prioritizes privacy, building shielded transactions and confidential DeFi on Ethereum through zk-rollups, emphasizing absolute privacy and decentralized scaling, making it very suitable for individual users and purely crypto-based scenarios. However, this "default full privacy" often requires additional compliance proofs in a strictly regulated environment, increasing the barrier to institutional adoption.

In contrast, Dusk has been positioned as a RegDeFi infrastructure since its inception. Its Phoenix protocol, now upgraded to Phoenix 2.0, employs a controlled privacy model, completely hiding transaction details from the public, yet efficiently verifying compliance through zero-knowledge proofs. More importantly, Phoenix supports selective visibility, allowing transacting parties to verify each other's identities. Regulatory bodies or auditors can also access necessary information when needed, without compromising overall privacy. This is precisely the missing piece in traditional privacy coins.

Dusk also has built-in support for regulations such as MiCA and MiFID II, and collaborates deeply with compliant European exchanges, launching regulated RWA trading platforms like STOX. In contrast, while Aztec also emphasizes privacy and compliance, it leans more towards opt-in auditing, requiring additional bridging for institutional-level implementation.

In short, Aztec provides the strongest privacy shield, while Dusk provides a passport to privacy and compliance.

In 2026, with increasingly stringent regulations and accelerated institutional investment, choosing Dusk means you not only enjoy ZK's crypto magic but also obtain the legal key to mainstream finance.

Privacy is no longer the enemy of regulation but an accelerator of compliance. Dusk is redefining the future of privacy.

#plasma $XPL

Plasma vs Tron: Why does Tether need a dedicated new chain?

In 2026, USDT remains the dominant stablecoin, with a supply exceeding 100 billion USD. However, more and more people are discussing Plasma, a stablecoin-specific L1 chain personally endorsed by Tether and led by Bitfinex.

Why has Tether moved away from relying on Tron to build Plasma itself? The core three points are fragmentation, cost, and performance:

1. Fragmentation

USDT is spread across multiple chains such as Ethereum, Tron, and Solana, with high costs for cross-chain bridging and severe liquidity fragmentation. Plasma natively integrates USDT deeply, aiming for unified liquidity. The mainnet launch will bring 2 billion TVL, already connected with many DeFi partners like Aave and Ethena + cross-chain aggregation, allowing large settlements and swaps to be almost seamless.

2. Cost

Tron's low fees (a few cents) used to be an advantage, but peak volatility and profits go to others. Plasma achieves truly zero-fee transfers for USDT, with other operations at extremely low costs. Through protocol-level mechanisms, users can operate without gas. This helps Tether capture billions in fees, achieving vertical integration of products and channels.

3. Performance

Tron's general-purpose chain can become congested during peak times. Plasma is optimized specifically for stablecoins: over 1000 TPS, <1 second block time, sub-second confirmations, and EVM compatibility. The Plasma One super app also offers over 10% annual savings and global payment capabilities, with network TVL stabilizing in the billions and daily active users continuously rising.

Plasma is not a competition but Tether's all-in effort to control the digital dollar infrastructure. For users: zero-fee transfers, low friction, and high yields. For the industry: stablecoins are moving from a multi-chain melee to a dedicated era.

#vanar $VANRY

In the era of AI, blockchain is no longer just a ledger but should become a truly intelligent infrastructure that can think and remember. Vanar is rewriting this rule in a radical way, The Chain That Thinks.

Traditional on-chain data is cold and only stores facts; Vanar, however, directly embeds semantic memory into the protocol layer. Through the core component Neutron, vast amounts of file knowledge context are compressed into queryable Seeds, reducing their size by hundreds of times while fully retaining meaning, relationships, and verifiability. This data that can think is directly on-chain, no longer relying on centralized servers or IPFS.

Furthermore, Kayon provides native on-chain reasoning, allowing AI agents to make continuous decisions based on historical semantic memory instead of starting from scratch each time. Imagine your PayFi credit, RWA asset history, Agent collaborative consensus, etc., all becoming trustworthy long-term memory on-chain, immutable and callable at any time.

This is not just piling up AI narratives but fundamentally reconstructing: a 5-layer AI native stack, Vanar Chain → Neutron Semantic Memory → Kayon Reasoning → Axon Automation → Flows Applications, designed specifically for autonomous intelligent agents. Fixed low gas fees, sub-second response times, and green energy endorsements allow developers to truly build on-chain applications that can learn and evolve.

While others are still trying to shove large models into Web3, Vanar has already given blockchain itself a brain. The future does not belong to larger ledgers, but to chains that can remember and think.

#dusk $DUSK

21X is the first platform in the EU to obtain a complete DLT-TSS license, bringing Dusk on board as a trade participant.

21X can directly issue, trade, and settle on-chain, fully compliant throughout the process. Dusk was chosen mainly for its reliable privacy features, using zero-knowledge proofs to keep transaction data confidential from the public, while still allowing for audits when regulatory needs arise, making it quite suitable for institutional use.

Initially, the focus was on allowing stablecoin issuers to invest in tokenized currency market funds on 21X for reserves, and later, DuskEVM will be integrated to support more assets for direct on-chain trading.

This cooperation is quite pragmatic, proving that RWA is starting to truly take shape under the European regulatory framework. It's not about speculating on concepts, but about solid institutional-level access. For Dusk, it also adds a reliable compliance partner.