大匡

#Airdrop #空投任务

1. @NousResearch is building a decentralized artificial intelligence training network "Psyche" on Solana. Led by @paradigm with $70 million in funding

Join the waitlist: http://portal.nousresearch.com

2. Early project in the SUI ecosystem @GiveRep's loyalty program for early birds

Portal: http://giverep.com/loyalty
1️⃣ Connect Twitter, complete tasks
2️⃣ Require at least 100 followers
#ETH #BTC #Airdrop #cryptocurrency #NFT #web3 #airdrop #零撸

Dusk和NPEX的合作是RWA赛道最硬核的落地案例之一，从2020年Dusk入股NPEX 10%开始，到2024年正式签约，目标直指欧洲首个全合规区块链证券交易所。

NPEX是荷兰持牌交易所（MTF+Broker+ECSP全牌照），管理规模超€300M资产（涉及100+中小企业、1.7万+投资者）。合作核心：用Dusk的隐私区块链把这些股票、债券代币化上链，实现发行、交易、结算全链上跑，默认隐私但监管可审计。

关键进展：
- 2025年与Cordial Systems三方合作，开发零信任托管和区块链股票交易标准。
- 2025年底集成Chainlink CCIP（跨链）和Data Streams（实时市场数据），让代币化证券能安全跨链流转，数据直接上链。
- 2026年Dusk Trade平台（与NPEX共建）开放waitlist，支持受监管RWA二级交易。

这不是PPT，是真金白银的机构级应用：几亿欧元真实证券上链，合规不牺牲隐私。Dusk借此嵌入欧盟MiCA框架，成了TradFi进Web3的首选桥。

低调干大事，机构已经在用，散户还在等爆发的节奏。

#dusk $DUSK @Dusk

Plasma's chain has been focused on stablecoin payments from start to finish, with gas-free USDT transfers, almost instant arrival, and Bitcoin anchoring for security; these are all hard goods that directly address user pain points.

The Paymaster mechanism makes transfers free of charge, and the PlasmaBFT consensus reduces confirmation time to the minimum. The Reth execution layer is compatible with EVM, allowing developers to directly port their code over for use.

The Bitcoin bridge welds historical states onto BTC, ensuring maximum security, with $XPL responsible for gas, staking, and governance.

It doesn't pursue a universal L1 but instead focuses on being a settlement layer, using XPL rewards to tie together protocols like Uniswap and Aave, allowing funds to flow smoothly within, earning even while lying idle.

Currently, the ecosystem is expanding quietly despite low prices; when stablecoins truly become cash on the chain, the foundation for this seamless payment system will become valuable.

#Plasma $XPL @Plasma

Privacy has never been free, but for Dusk, the cost is becoming the moat of $DUSK.

Every privacy transaction requires generating complex ZK proofs, and the gas fees are frighteningly high, but all this gas is burned, leaving nothing behind. Once RWA really gets going, institutions will frequently adjust their billions in assets and dividends, and the burning speed will only increase; this is the deflation driven by real demand.

The most ruthless aspect of Dusk is that it combines 'privacy' and 'compliance': the transaction details are completely hidden from the outside, yet regulators can verify everything is legal. NPEX directly brought 300 million euros worth of securities here, aimed at this setup.

Other chains either run naked or are pure black boxes, and institutions shake their heads at them. Once DuskEVM goes live, compliant privacy is ready to use right away.

The market is still asleep, prices are wobbling at low levels, but when institutional demand fully wakes up, we’ll see what happens.

@Dusk $DUSK #dusk

There is a saying in the circle that safety and speed cannot coexist, but Plasma directly brings over the security foundation of Bitcoin, regularly anchoring the network status to Bitcoin. To hack it, one must first get past Bitcoin, allowing institutional funds to confidently come in.

Transfers are confirmed within 1 second, and the Gas fees are fully covered by the protocol. Users can transfer directly with USDT without having to buy anything extra, making the threshold low enough that ordinary people won't get stuck the first time they use it.

It is not a general-purpose public chain but specifically targets the trillion-dollar stablecoin payment market. The 14 billion remittance market in Vietnam, 200 million integration from Maple, and Gas-free USDT are already operational.

The current price is still hovering at a low point. Once the unlocking pressure is digested and the demand for payments surges, this bottom may be firmly established.

Those buying at the bottom are actually betting on the day when ordinary people can seamlessly use Web3 payments.

@Plasma $XPL #Plasma

The most prominent RWA case recently is undoubtedly the collaboration between Dusk and the Dutch NPEX exchange.

NPEX is a licensed regulated exchange (MTF + Broker + ECSP fully licensed) that has directly tokenized over 200 million euros (some reports suggest close to 300 million) worth of stocks, bonds, and other securities, moving them onto the Dusk blockchain for issuance and trading. This is not a conceptual demo, but a real institutional landing—asset ownership, trading settlement, and clearing all run on-chain, while also complying with EU MiFID II and MiCA regulations.

Why choose Dusk? Because the biggest roadblock to bringing traditional finance on-chain is privacy vs compliance.

Other chains are either fully transparent (exposing commercial details, which institutions avoid) or fully private (regulated entities will shut them down immediately). Dusk has created “auditable privacy” using zero-knowledge proofs: transaction details are completely hidden from unrelated parties, but can be verified as legal and compliant when regulators require. NPEX's sensitive securities data has thus been safely and legally brought on-chain.

Even more impressively, they have integrated Chainlink's CCIP and Data Streams to achieve cross-chain interoperability and bring real market data on-chain. In the future, these regulated tokenized securities can not only be traded natively on DuskEVM but can also safely circulate to other chains, fully bridging TradFi and DeFi.

The significance of this case is that RWA has finally evolved from “showing muscle on-chain” to “being truly recognized by the system.” Institutions are not lacking in technology, but rather in the confidence to utilize it. Dusk + NPEX provides a direct answer—compliant privacy infrastructure.

By 2026, with the maturity of the Dusk mainnet and the integration of more licenses, this path will only widen. In the second half of RWA, the competition is not about who gets on-chain faster, but who can make traditional assets confidently go on-chain and circulate legally.

Understanding this case essentially captures the core value of the privacy compliance chain.

@Dusk $DUSK #dusk

When most AI chains are still sticking labels on old public chains, Vanar has designed its network from the very beginning based on the real needs of AI.

Other projects stuff AI capabilities into EVM, while Vanar rebuilds every layer of the chain around AI reasoning, memory, and automation. myNeutron provides persistent memory for on-chain AI, Kayon achieves true on-chain reasoning, and Flows directly converts smart decisions into safe and reliable automated execution. These are not demos; they are already stably running on the mainnet.

Its collaboration with Google Cloud and NVIDIA is a solid connection of computing power and technology, not just a stop at PPT. Next, it will launch Base, exporting AI capabilities to the entire ecosystem, rather than just holding onto an isolated island.

The price is still wobbling at a low level, and the community is unusually quiet. But infrastructure has always been like this: no one understands it in the early stages, and later they realize it is indispensable.

When the era of AI agents truly arrives, what is needed is not a modified old chain, but a foundation that is fundamentally prepared for AI. What Vanar is doing is precisely this.

Laying out infrastructure at low points and patiently waiting for application outbreaks is often the most rewarding strategy.

@Vanarchain $VANRY #Vanar

Dusk's ZK technology is not just a plaything; it specifically targets the pain points of institutional finance: keeping transaction privacy tightly secured while allowing for audits whenever needed, perfectly achieving a "both/and" scenario.

The core proof uses PLONK zk-SNARKs, with Dusk modified to the PlonKup version, adding efficient lookup and recursive support, resulting in small proofs, fast verification, and basic generation in seconds.

Transactions use the Phoenix model: similar to UTXO, it fully conceals the sender, receiver, and amount, relying solely on ZK proofs to ensure everything is legitimate, and it also supports selective disclosure to auditors.

In the smart contract portion, it runs on either Piecrust VM or DuskEVM, with all inputs and outputs kept confidential, only outputting a proof that states "correct and compliant." The Hedger tool directly allows Solidity contracts to be privatized, utilizing homomorphic encryption and ZK in a mixed manner, extremely practical.

Identity utilizes Citadel: ZK for KYC, proving compliance once, but never revealing the original data, maximizing sovereign privacy.

In simple terms, this ZK system is not just a pure anonymity toy, but an industrial-grade balanced solution. Generating proofs consumes some computational power, but for institutions, it's a significant saving compared to exposing raw data. By 2026, with DuskEVM fully operational, the realization of RWA is expected to rely on it.

$DUSK #dusk @Dusk

The market has taken a severe hit these past few days, and even the cost line of MicroStrategy has been breached, causing everyone's mentality to crumble. But in times like this, don't focus on those empty promises of public chains; instead, look at who has real demand and can earn Web2 money.

I have turned my attention back to Plasma ($XPL). It doesn't aim to be an all-in-one solution, but rather focuses on stablecoin payments: transferring USDT with zero gas fees or using U directly, with no burden on users, making it as convenient as Alipay. Backed by Tether, it’s like building a dedicated highway for USDT.

XPL is the fuel for the underlying network; users being exempt from gas fees doesn't mean there are no costs. The larger the traffic, the stronger the demand for staking and consumption. Payments in this area are truly essential, and Plasma is spot on. I believe the bottom window at the end of the bear market is worth keeping an eye on and accumulating a bit more.

@Plasma $XPL #plasma

Brothers, yesterday was the day when Old Ma paid the salary. We continue to output and unlock more wages. As usual, let’s get started and then go eat.

1. Register for the MegaETH ecological project @blackhaven. You need to invite 3 users to unlock the early stage. If you just entered and are not qualified, you can continue to the next step.
Portal: https://early.blackhaven.xyz/ref/dakuan_x

2. OpenSea and @inkonchain have collaborated to launch a free commemorative edition NFT, ending tomorrow.
Portal: https://opensea.io/collection/fresh-ink-opensea-x-ink/overview

3. @espressoFNDN has released new empty investment qualifications. Check it out quickly.
Portal: http://claim.espresso.foundation

4. Check @infinex airdrops to see how much you can claim.
Portal: https://app.infinex.xyz/welcome-back

In the past two years, the public chain community has been extremely competitive, with everyone trying to be faster and cheaper. As a result, we ended up with a bunch of empty highways, with no cars running, only airdrop scripts brushing data. It's 2026, and projects still focused on TPS are likely to miss big opportunities.

I have recently delved deep into Vanar Chain and increasingly feel that it is on the right path. It has not aimed to compete on performance but has designed the chain from the ground up to be a home for AI agents, allowing AI to stay long-term, have memory, think, and work.

The core is that set of AI-native architecture: Neutron is responsible for ultra-efficient semantic storage, compressing massive amounts of chaotic data into “knowledge seeds” directly usable by AI, with a compression ratio of hundreds of times and costs so low they are negligible, so AI finally does not forget every time; Kayon is the reasoning layer, allowing contracts not only to execute rigidly but also to analyze context, assess risks, and be verifiable across the entire chain; Axon manages automation, allowing AI decisions to be directly converted into actions, such as managing assets and triggering processes.

The collaborations are solid: Google Cloud runs nodes, NVIDIA provides AI tools, and Worldpay handles payments. These are not just labels; they are genuinely paving the way for AI to land. In terms of ecosystem, major gaming companies attract hundreds of millions of users, RWA truly tokenizes assets, and it even crosses over to Base to attract traffic, with multi-language SDKs enabling developers to get started in minutes.

$VANRY circulates 90%, the selling pressure has passed, and future demand comes from AI calls: storage and reasoning will consume coins, with machines running 24 hours, and the flywheel turning by itself. At the moment, prices are low, and I think this is a window for accumulation. Projects like this, which do not pursue short-term hype but focus on AI infrastructure, have great potential in the long run. Personally, I have put in some investment and will patiently monitor the subsequent developments.

@Vanarchain $VANRY #Vanar

Let's analyze the technical details of DuskEVM. DuskEVM is the EVM execution layer in the Dusk modular architecture, launching on the mainnet in early 2026, designed specifically for compliant finance. In simple terms, it allows developers to write contracts and deploy dApps directly using Solidity and Ethereum tools, with almost zero migration costs, but adds privacy and regulatory-friendly features at the underlying layer.

Core architecture: Based on OP Stack (Optimism's stack), supporting EIP-4844 Proto-Danksharding, which reduces data costs with blobs. The execution is fully EVM equivalent, following Ethereum rules exactly, but settlement and data availability rely on the DuskDS layer (consensus + settlement), achieving modular separation, improving scalability and security.

The most hardcore part is the privacy implementation: through the Hedger tool (Alpha version already launched), combining homomorphic encryption (HE) and zero-knowledge proofs (ZK-SNARKs), making contracts and transactions confidential. Transaction details, balances, and logic are all hidden, only proving 'legitimacy and compliance', supporting selective disclosure audits when required by regulators. This is not fully anonymous but rather a balance of 'business confidentiality + auditability', which institutions find very appealing.

Hedger runs on DuskEVM, processing ZK operations through precompiled contracts, with performance significantly more efficient than pure ZK. Compared to the old Zedger (UTXO era), Hedger is more suited to the account model and has strong compatibility.

Overall, DuskEVM inherits Dusk's privacy genes, while providing a seamless developer experience with Ethereum. There will be further supplements to the DuskVM privacy layer. In summary, it perfectly merges the universality of EVM with Dusk's compliant privacy, making it super friendly for RWA and institutional DeFi. The technology is already mature; actual implementation depends on the ecosystem.

$DUSK #dusk @Dusk

Recently, when transferring stablecoins, I always subconsciously glance at the gas fees and network status. That feeling of money hanging in transit is really quite torturous. A bunch of people in the country directly default to TRC20, not because they love Tron, but because it’s cheap and everyone uses it, which has actually led to a massive cash flow.

Plasma and $XPL are focused on this essential need: no nonsense, directly allowing USDT transfers with zero gas fees, with sub-second arrival time, making it as effortless as scanning a QR code. It has tilted all resources towards stablecoin liquidity from the ground up, avoiding congestion pitfalls of general chains, and is dedicated to refining the payment experience to the extreme.

The project is also aggressive, the mainnet launch schedule is well-timed, and collaborations and ecosystems are being gradually implemented. The price has dropped significantly now, but that doesn't change the core: the demand for stablecoin transfers will only grow larger, and it’s not sustained by short-term narratives.

I’ve kept a small reserve for myself, not much, but enough to keep an eye on the future. To be honest, projects that directly address real pain points, short-term fluctuations don’t matter; over time, they will naturally show their weight. Worth adding to the watchlist.

@Plasma #plasma $XPL

Recently, I have been researching the AI track of L1, and I increasingly feel that the Vanar chain has great potential. In 2026, people will no longer only look at who runs the fastest, but who can truly bring intelligence to the chain. Vanar was born for AI from the ground up, not just a later label.

It has built a complete AI system: Neutron is responsible for ultra-efficient storage, able to compress complex data hundreds of times, preserving it on the entire chain without costing much; Kayon is the reasoning core, allowing contracts to not only execute rigidly but also understand context and assess risks; Axon manages automation, allowing applications to optimize processes themselves. All of this combined, Vanar is not just a ledger, but a platform with intelligence.

The backing is also very solid: Google Cloud runs nodes, NVIDIA provides computing power for AI, Worldpay handles fiat payments, and PayFi and RWA have smooth implementations. In terms of ecology, the gaming side has collaborated with major companies to attract over a hundred million users, the metaverse and brand interactions are lively, and RWA has already tokenized several hundred million dollars' worth of assets, adapting to Dubai's regulations.

The token $VANRY has a fixed supply, with more than 80% allocated to the community and validators, and AI service income is directly burned, resulting in high circulation and low selling pressure. The current price rebound from the low point is significant; I feel this is a period of accumulation. When AI applications really explode, native infrastructures like Vanar are very likely to become standard. Personally, I am quite optimistic and believe it is worth keeping on the observation list.

$VANRY @Vanarchain #Vanar

I found Dusk on the RWA track to be taking a particularly pragmatic approach: it's not just about selling privacy, but using ZK to create "auditable confidential contracts"—transaction details are invisible to counterparties, yet regulators can check the accounts at any time, precisely hitting the points that institutions care about the most.

The collaboration with NPEX, this licensed Dutch exchange, is not just a slogan; they are genuinely pushing for the on-chain issuance and settlement of regulated securities, which can be verified against news and the official website, and the scale is much more reliable than many RWA projects.

During the incident with the bridge, the mainnet remained stable, and they directly paused the bridge for reinforcement, handling it very much in the style of traditional financial infrastructure.

The market cap of $DUSK is only a few tens of millions of dollars, with a price around 0.14, and liquidity is decent, but this thing is clearly not aimed at short-term trends; instead, it’s waiting for the day when compliant assets are truly on-chain at scale.

I am now putting it on my key observation list: strong technology, real collaboration, slow pace, but if the direction is right, it might just be the standard track for institutional-grade RWA.

@Dusk $DUSK #Dusk

Not long ago, I was handling a few large USDT transfers. To be honest, I was not very at ease. Everyone is used to using Tron, but the larger the amount, the more one can feel the uncertainty brought by centralization. Account freezes and ambiguous rules; these risks usually do not show themselves, but when something happens, it can be quite passive. It was against this backdrop that I began to take Plasma seriously.

At first, I thought it was just another Layer 1 trying to ride the payment concept, but after going through the white paper and technical details, I found that its goal is quite clear: to directly address the core pain points of stablecoin payments. It does not create a flashy ecosystem but focuses on "low-friction transfers". Through Paymaster, it removes Gas directly from the user experience, allowing transfers to be made using only USDT, which is very important for real use cases, especially when used by users outside the ecosystem.

Another point that adds to my confidence is the security logic. Plasma anchors the ledger state to Bitcoin, essentially using computational power to back the stablecoin settlement layer. For large funds, this is not just a matter of speed and cost, but also psychological security. Coupled with the support of Tether and Bitfinex's ecosystem, it is clear that this is aimed at long-term compliance and institutional use.
As for $XPL, I regard it more as a fundamental chip for network security and settlement capability rather than just a Gas token. If the migration of stablecoins really happens in the future, its value will resemble that of infrastructure. It may not be bustling in the short term, but in the payment track, I am willing to consider it as a card to hedge risks.

@Plasma #Plasma $XPL