The Second Half of the Public Chain War: Why is EVM Compatibility the Biggest 'Asymmetric Advantage' of Plasma ($XPL)?
After researching for so long @Plasma I found that the market is often easily swayed by 'novel' technological narratives. Many people are praising the Move language (Sui/Aptos) or new virtual machine architectures, believing that they are the future. But if we return to the essence of business and development, we will discover an overlooked truth: in the field of software engineering, compatibility often triumphs over superiority. We should study carefully, it's not about which language is more elegant, but which migration path has the lowest cost. In the talent war of public chains, Plasma ($XPL ) chose a route that seems conservative but is actually highly lethal: extreme EVM (Ethereum Virtual Machine) compatibility.
ESG Rating Tool: How Vanar Green Infrastructure Attracts Web2 Giants to Settle In?
'When 'carbon neutrality' becomes a necessity, the environmental attribute of a public chain is its billion-dollar entry ticket.' [Preface: The invisible 'compliance ceiling'] After studying for so long Only then did I realize that we cannot just look at 'price increase' (ROI), but should really study the 'corporate compliance thresholds' (ESG rating). Many investors do not understand why so many Web2 giants (like Starbucks, Nike) want to enter Web3 but have yet to take action. It's not because the technology is difficult, but because of 'reputational risk'. In the mainstream business world, blockchain is often labeled as 'high energy consumption' and 'not environmentally friendly'. If a listed giant uses a high-energy public chain, its ESG rating will decline, which in turn affects its stock price.
A visual guide to understanding the 'burn engine' of $WAL and its real commercial value
Reject air tokens! After researching for so long @Walrus 🦭/acc I realized that we should not focus on those elusive so-called 'governance voting rights,' but should truly study WAL as a commodity with 'essential' attributes — how it is consumed, locked, and circulated in the real business world. In the world of Web3, 99% of tokens are 'air governance tokens' — they are worthless except for voting on logo colors within large investor groups. The value of such tokens completely depends on sentiment. However, Walrus ($WAL ) belongs to that other 1%. It is not just a simple ballot; it is the 'digital fuel' driving the entire decentralized storage network. If we compare the Walrus network to the electricity grid of Web3, then WAL is the electricity. As long as someone uses electricity (stores data), $WAL must be consumed. This supply-demand relationship based on real business needs is the hard truth that transcends bull and bear markets.
Stop arguing! Is generating electricity more appealing than BTC? The real wealth secret is the "physical-digital integration" locked by Walrus!
After studying for so long @Walrus 🦭/acc , I realized that one should not focus on the short-term games regarding the fluctuations in coin prices, but rather truly study how it serves as the only "physical-digital integration connector" in the Web3 world, and how it fundamentally connects the real economy and digital assets. The recent market is very fragmented. On one side, AI giants are scrambling to buy nuclear power plants and photovoltaic panels, with some shouting, "Energy is the hard currency of the computing power era; generating electricity is more appealing than trading coins." On the other side, BTC has broken new highs, and believers insist, "Digital gold is humanity's ultimate asset."
Is Walrus the 'smart delivery locker' of Web3, while others are just old 'suburban warehouses'?
After studying for so long @Walrus 🦭/acc I realized that it is not about looking at the superficial market capitalization rankings or the timing of entry, but rather about truly researching the fundamental iterations of storage technology architecture that have occurred in the AI era—from the qualitative change of 'piling up quantity' to 'pursuing efficiency.' In the storage track of Web3, we have heard too many grand narratives: Filecoin wants to be the 'eternal library of human data,' and Arweave aims to be the 'indelible history book.' These visions are beautiful, but the reality is harsh. For developers and ordinary users, the user experience is often: it's easy to deposit, but retrieving feels like constipation, and the costs are absurd. It's like storing furniture in a huge warehouse in the suburbs; while it's safe, every time you want to get a chair, you have to drive for three hours and fill out five forms. The emergence of Walrus is precisely to solve this problem—it does not aim to build a bigger warehouse but to construct a row of 'smart delivery lockers' for on-demand access in the vibrant streets of Web3 (Sui ecosystem).
From 2018 to 2026: Dusk's eight years of solitary courage have brought about this moment of starry seas.
“Don't ask Dusk why it has only risen now. It has endured eight years of loneliness, outlasting all its competitors, just to wait for the winds to come.” After studying @Dusk for so long, I realized that I shouldn't look at its past few years of lifeless K-lines and the delayed mainnet due to technological iterations. Instead, I should thoroughly study its persistence in every code submission over the past eight years in the dark, and why it is precisely in 2026 that it becomes its year of explosion. Brothers, if you are an old player who entered the circle in 2017 or 2018, seeing Dusk's performance today, your feeling must not be ecstasy, but rather wanting to cry.
Don't be scared by the delisting wave, Dusk is performing a textbook-level 'survival of the fittest' in the 'regulatory hell' of the EU
After studying for so long @Dusk , I realized that we shouldn't just pay attention to the panic news about major exchanges following suit to delist XMR (Monero), but instead, we should really study why Dusk can boldly engage in privacy business in Europe, which is dubbed as the 'global crypto regulatory hell', with a MiCA compliance license. Brothers, recently Binance and other major exchanges have successively delisted privacy coins like XMR, and the market is in despair. Many retail investors were scared and sold all their privacy track tokens, thinking that the word 'privacy' is a dead end in Web3.
【Hedger: A Zero-threshold 'Trap', A Conspiracy to 'Suck Blood' from Ethereum】
After studying for so long @Dusk , I realized that we shouldn't pay attention to those new public chains boasting about their groundbreaking programming languages, but rather we should thoroughly research how Dusk's Hedger tool exploits developers' 'laziness' to effortlessly 'suck' the Ethereum ecosystem over.
Brothers, let's talk about some hardcore ecological logic. Nowadays, those projects working on ZK (Zero-Knowledge Proofs) or high-performance public chains are all very arrogant. For example, Starknet makes you learn the Cairo language, and Solana makes you learn Rust. Although the technology is good, for the vast majority of developers who have written code on Ethereum for years, this is simply torture. Who would want to struggle through an obscure and difficult book just to launch a project? At this point, Dusk unleashed its super weapon—Hedger.
You can think of Hedger as a 'magic translation machine.' Its logic is extremely simple and brutal: Developers, you don’t need to change any habits; you can continue to write code in your most familiar Solidity (Ethereum's programming language). After you finish writing, just throw it into Hedger, and it will automatically compile it into a privacy-protected smart contract that can run on the Dusk virtual machine.
This move is amazing. It is simply a **'trap'** targeting the Ethereum ecosystem. What does this mean? It means that the mature and verified DeFi protocols on Ethereum—like Uniswap, AAVE, Compound—only require their developers to copy and paste the code, tweak a few parameters, and they can deploy a 'compliant privacy version' of the same application on Dusk.
Previously, developers had to face sky-high barriers to create privacy applications; now Dusk has directly trampled those barriers into the mud.
This is a blatant 'blood-sucking attack.' Dusk doesn't need to cultivate developers from scratch; it directly fishes from the huge pond of Ethereum. While other chains are still struggling to teach developers how to write 'Hello World,' Dusk may have already filled up with all kinds of top-tier DApps that have been 'one-click migrated.' $DUSK #dusk @Dusk
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Brothers, in this circle, the scariest thing is not the price of coins dropping, but the chain being 'stopped'. Just look at those top L2s (Layer 2 networks) now; even if their market cap is in the hundreds of billions, most of them are essentially just 'single-player games'. Their lifeline is in the hands of something called a 'Sequencer'. This sequencer is usually controlled by the project team itself, which is equivalent to them having 'God's perspective' and 'the power of life and death'. As long as they want, or if the server crashes, the entire chain can be paralyzed. Your money may still be there, but you can't transfer it out. Have you ever experienced this kind of despair?
After studying for so long @Dusk , I realized that we shouldn't focus on the TPS that those L2 project teams boast about, or how fast they are, but rather we should truly research more about whether they can directly 'unplug the network cable' to freeze your assets instantly if you offend the project team or if their server goes down.
This is not Web3 at all! This is clearly a Web2 server dressed in blockchain clothing! But Dusk has taken a completely different path. As a native L1 public chain, Dusk has an almost obsessive pursuit of decentralization. It does not have a so-called centralized sequencer; its network is maintained by thousands of nodes scattered all over the world.
This brings us to Dusk's Archiver nodes. These nodes are like the 'night watchmen' of the network. As long as there is one Dusk node running on Earth, the network will not stop, and your assets can flow freely forever. No CEO can unplug the network cable, and no AWS crash can bring the whole network down.
Moreover, Dusk's node entry threshold is extremely low (as I mentioned in the previous article, you can participate with just 1000 coins). This means that Dusk's network structure is not a fragile pillar, but a huge, densely packed 'hive'. Each node is a hexagonal warrior; they are interconnected and back each other up. It's easy to hack a centralized server, but to attack tens of thousands of distributed nodes scattered around the world? Dream on.
In the world of Dusk, there are no kings, only citizens. Your node, your say. This is the original intention for us to come to the crypto space, isn't it? $DUSK #dusk @Dusk
The hacking of the Scroll founder's account is just the beginning. Why can only Dusk's 'Digital Citadel' end this trust crisis?
After studying for so long @Dusk , I realized that we shouldn't view the hacking of the Scroll founder's Twitter as an isolated incident, but rather we should delve deeper into why our method of confirming identity remains so primitive and fragile in a Web3 world with billions in assets, and how Dusk's Citadel protocol aims to fundamentally solve this century-old problem. Brothers, today I saw the news that the Scroll co-founder's Twitter was hacked. To be honest, I'm not surprised at all, and I even feel a bit sad. This is the current state of Web3 we are in: we are dealing with billions of dollars in decentralized finance on the chain, yet we have to rely on a centralized and bug-ridden Web2 social software (Twitter/X) to confirm whether the project team has issued airdrops or contract addresses. It's like you have stored gold bars in a vault, but the key to the vault door is a plastic toy key.
#Scroll联创X账户被盗 Scroll The incident of the Lianchuang X account being hacked undoubtedly sounds the alarm for Web3 security once again. Even the core figures of top projects cannot escape the security vulnerabilities of social media platforms. This reminds us that the security of Web3 is not only on-chain; it permeates every link connecting on-chain and off-chain. Plasma, as a project dedicated to building reliable payment infrastructure, has a profound understanding of these security pain points. Such incidents expose multiple risks. On one hand, it reveals the vulnerabilities of centralized social media, which, once breached, can become a springboard for attacking Web3 users; on the other hand, it reflects the rigor of project teams regarding private key management, multi-factor authentication, and other internal security protocols. Every collapse of trust affects the confidence of the entire Web3 ecosystem and the process of large-scale adoption. Plasma remains highly vigilant in this regard. True security requires multi-layered protection and cannot solely rely on the robustness of a single platform, nor can it depend on the invulnerability of personal accounts. Excellent Web3 projects enhance overall security through underlying protocol design, such as adopting stronger consensus mechanisms, introducing external anchoring, or enforcing strict access controls. Plasma provides unique solutions in these areas. Taking Plasma as an example, its core Bitcoin underlying anchoring technology offers strong external security guarantees for on-chain assets. This means that even in extreme situations, such as a single account being breached, the data integrity of the core chain can still be verified and protected through the Bitcoin network. This gives Plasma a stronger resilience when facing such risks. Moreover, Plasma's emphasis on compliance also indirectly prompts it to adopt more rigorous measures in internal operations and identity management, thereby reducing risks including social engineering attacks. On the road to pursuing large-scale adoption of Web3, trust is the cornerstone. Plasma is working to rebuild industry confidence through these efforts, providing users with a safer digital financial environment. #Plasma $XPL @Plasma #风险管理
#vanar$VANRY In the Web3 tech community, developers have long been exhausted by various novel yet obscure programming languages. After researching @Vanarchain for so long, I suddenly realized that we have always focused on the cold, hard 'technical parameters' (TPS/node count) of public chains, which is just surface-level; what truly determines the life and death of an ecosystem should be the 'developer happiness' (Developer Experience) that we ought to study carefully.
Why is it said that Vanar makes coding feel like playing with building blocks? Because it has cleverly achieved two things:
Universal base: It is fully compatible with the Ethereum Virtual Machine (EVM). This means developers do not need to relearn a language (like Rust or Move) to switch to a new platform. The code blocks you already have can be used directly.
AI modularization: This is the most exciting part. Vanar has packaged complex AI functions (memory, verification) into ready-made 'building blocks'. Want to give NPCs memory? Drag in the 'Neutron' module. Want to add risk control to transactions? Drag in the 'Kayon' module.
Previously, developing an AI blockchain game might require a team of 20 people to write the underlying code for half a year; Now on Vanar, a few programmers familiar with Solidity can, while sipping coffee, piece together a DApp with AI intelligence in just two weeks, like building with Lego.
In this industry where 'time is money', whoever can help developers 'lose a few hairs and launch a few more features' will be the winner.
Vanar is not just building a public chain; it is creating a 'happy home for developers'. No wonder those developers who have gone mad from being tortured by other chains are quietly flocking here. #vanar$VANRY @Vanarchain
【This is really annoying. If the pharmacist had known XPL was like this, why suffer being frozen for a year without any resolution.】--Farewell to "frozen card anxiety": Why compliance is said to be the biggest moat of public chains?
In the crypto market, the "liquidity" of funds is indeed important, but the "purity" of funds is often overlooked. Recently, the OTC market has been in turmoil, with many profits made on-chain facing difficulties due to being tainted by "gray industry" addresses. This is becoming the biggest hidden barrier preventing large capital from entering Web3.
This is also why we need to reassess the strategic value of @Plasma ( $XPL ). As an infrastructure heavily invested in by Tether and its parent company, Plasma's biggest distinction from other public chains is that it inherently possesses a "compliance gene."
Relying on Tether's massive fiat reserves and compliance channels, Plasma has the potential to establish a whitelist closed loop of "fiat-stablecoin-on-chain assets." For institutional investors and high-net-worth individuals, the priority of "not being frozen" far exceeds that of "cheap gas fees." Future public chain competition will no longer be about the internal competition of TPS but rather a contest of asset compliance.
Plasma is paving the way for a "white highway" leading to the traditional financial world. #Plasma $XPL @Plasma
Brothers, stop worrying about the K-line of $XPL . After researching @Plasma for so long, I realized that we shouldn't look at its current coin price (after all, it has dropped significantly from its peak), but rather we should study its so-called "new bank" (Neobank) layout named Plasma One.
Why do I say this? Because while everyone is competing on TPS, Plasma is already engaged in a "dimensionality reduction attack".
1️⃣ It is an "Alipay" disguised as a public chain. Look at what Plasma One is currently testing: it comes with a Visa card, instantly converts USDT to fiat currency on-chain when swiping the card, and connects payment gateways like Stripe and Shift4. This is not just for you to buy meme coins on-chain; it aims to directly replace unreliable local bank accounts in countries with severe inflation like Turkey and Argentina. Your balance on-chain not only allows you to buy coffee at any time but also automatically purchases U.S. Treasury bonds to earn a 10% annualized return.
2️⃣ The "stealing the sky to change the day" of value logic. Many people criticize XPL as useless because transferring USDT doesn't require Gas. This is precisely its most cunning aspect—today's "free" is a subsidy to user habits. Once millions of users are accustomed to using it for card payments, the real **merchant fees** will be the main force behind token destruction. This is not an economic model of a public chain; it is clearly the profit model of Visa and PayPal!
3️⃣ The endgame in 2026. Currently, the $3.3 billion TVL lying on-chain is "dead money". If Plasma One can turn this money into high-frequency, liquid "live money", the current floor price is a golden pit.
🤔 Soul-searching question: Do you think the public chains that only produce Memes will survive in the next bull market, or will this "Web3 bank" that allows you to buy water at the convenience store downstairs survive? I understand the logic, so I choose to ambush. What about you? 👇 #Plasma @Plasma $XPL
After researching for so long, @Vanarchain , I found that this might be the most controversial "Rashomon" in the cryptocurrency world. What lies before us are two completely different facts:
A Side (History): Its predecessor was TVK, an old coin from the last bull market. Many people criticize its name change to Vanar as a way to "change its disguise and cut leeks".
B Side (Reality): In its list of partners, it prominently features Google Cloud and NVIDIA. And it's not just in name; these are real technical nodes and ecosystem integrations.
At this point, who do you trust? Trust those old leeks who criticize based on feelings? Or trust the tech giants with the strongest legal and technical review teams in the world? If Vanar is just a simple "local dog", why would Google Cloud risk its reputation to provide nodes for it?
The only explanation is: Vanar possesses the "real things" that the giants need. Perhaps it’s the IP it has accumulated in the metaverse, or its unique $0.0005 low-fee architecture, which precisely hits the pain points of AI commercialization.
The current market price reflects the public's disdain for the "predecessor TVK". But future prices will reflect the value of the "Google/NVIDIA partnership". The difference in price in between is the profit left for the "bias breakers".
Are you willing to give this "reborn one" a ticket? Or will you choose to block it directly? See you in the comments. #vanar $VANRY @Vanarchain
In this circle, many people cannot bear loneliness. I have seen too many people complain about the slow development of @Dusk while researching it, not only slow in speed, but as long as you jump out of the mindset of making quick money and take a good look at how much has been piled up in the underlying infrastructure over the past seven years of #dusk , you will understand what 'accumulating thickly and erupting thinly' means.
The current market is very volatile, with hundreds of土狗 (Meme) projects being born every day, some of which can increase a hundred times in just a few days, but more of them go to zero. Things at the application layer explode quickly but also die quickly because the moat is too shallow; the code can just be copied and pasted. But Dusk is taking the hardest path—building L1 infrastructure.
Dusk has been working for a full seven years. What have they been doing in these seven years? They did not fork the Ethereum code, nor did they ride the hot trends to issue air coins. They started from scratch, writing the blind bidding consensus line by line, creating the Piecrust virtual machine, and building the Citadel protocol. All of these things are original and solid.
This can be likened to building a house.土狗 projects are like stacking blocks; they look tall, but they collapse with a gust of wind. Dusk is laying the foundation, digging a pit for seven years, pouring steel and concrete for seven years. Now, with the foundation laid, a skyscraper rising from the ground can happen in an instant.
In this game where longevity matters, living longer is the hard truth. When the next bull market ends, the grass on the graves of those土狗 will be two meters high, while Dusk's skyscraper has only just begun to shine brightly. Do you want to be a gambler who enters and exits quickly, or do you want to be a builder embracing the future? #dusk $DUSK @Dusk
Brothers who have engaged in on-chain lending must have experienced the despair of extreme market conditions like '312' or '519'. Many times, it's not that you don't have money to top up your position, but rather that the chain is blocked, or the transaction has rolled back, leaving you helplessly watching your position being liquidated.
Many people study @Dusk , often focusing only on its privacy attributes, but overlook its most hardcore feature in the DeFi financial underlayer—immediate finality. The deeper you study, the more you'll realize that this is the key to #dusk being able to carry large capital lending.
Why do I say this? On Ethereum or certain L2s, a transaction takes time from issuance to 'absolutely irreversible' (some even require a challenge period of several minutes). This is not a big deal in normal times, but during a market crash, those few minutes can mean the difference between life and death. And Dusk is the absolute king in this regard. Its consensus mechanism ensures that once a transaction is on-chain, it is confirmed in milliseconds and never rolls back.
What does this mean? It means that in the ecosystem of Dusk, the liquidation mechanism of lending protocols will be incredibly precise. There will be no cross-collateralization (bad debts) caused by network delays, nor will there be 'miskills' caused by rollbacks. For those lending giants with tens of millions in capital, the certainty provided by Dusk is the greatest sense of security.
Today's DeFi is like playing with Lego bricks, building higher and higher, but the foundation becomes increasingly shaky. What Dusk does is turn the foundation into reinforced concrete. When the storm comes, while other chains crash, roll back, or fight for rights, only Dusk remains as steady as a mountain. This is not called a technical advantage; this is called a financial bottom line.
This is why I say that future compliant lending will definitely migrate to Dusk. Because here, your money is truly safe. #dusk $DUSK @Dusk