Jula茹大大

I remember a friend in the circle last year, who, in pursuit of so-called "full automation," wrote a script to connect to a large model, entrusting tens of thousands of U in assets to an AI Agent for arbitrage. As a result, due to API delays combined with a 'hallucination' from the model, the AI repeatedly bought high and sold low during an extreme fluctuation, wiping out 30% of the account in just a few hours. What frustrated him the most was not the loss of money, but that he couldn't reconstruct why the AI issued that command when he later checked the logs. The reasons given by the model were always lofty talk without substance, while the real reasoning process had long been unprovable in the black box. He lamented to me: "In the face of untraceable logic, AI is simply a madman with a knife." This is also why I have been closely watching Vanar ($VANRY ) recently. Because I found that everyone is discussing whether AI is smart, while Vanar is stubbornly tackling the most hardcore and easily overlooked proposition: Can AI's decisions be audited? The real explosion of the AI era will certainly occur the moment AI can manage assets autonomously and without human supervision. But if the 'trust' issue is not resolved, who would dare to entrust real money to it? What Vanar is doing is anchoring the AI's reasoning path directly in the native primitives on the chain. Through its Kayon reasoning engine, AI's decisions are no longer black boxes hidden in centralized servers. Every invocation, every decision node based on 'memory seeds,' will generate a proof with an encrypted signature. If the AI goes astray, you can directly retrieve its thinking logic on the chain, just like checking an account book. This ability of 'reasoning as proof' is the hardest moat of $VANRY . Have you noticed? The current AI track has already stratified. One category is purely narrative-driven, making grand claims that AI can do everything; the other category is like Vanar, which is stubbornly tackling the 'trust cost.' Why are those builders in the community who work on compliance and RWA so excited this week? Because they understand: in Web3, trust is not based on slogans, but on mathematics. If AI's decisions are not traceable, it will never enter the mainstream financial circle. Vanar has made 'auditability' a fundamental part of the chain's DNA, which actually establishes a 'digital legal system' for the AI era. To put it bluntly, 90% of AI chains on the market are naked when it comes to 'decision auditing.' Vanar, as an AI-native L1, never intended to let AI lie from the ground up. When this wave of AI gold rush recedes, and everyone begins to account for the losses caused by those 'black box decisions,' chains that can provide logical proofs will instantly shift from being 'alternatives' to the 'only choice.' Future competition will not be about whose AI is more human-like, but about whose AI dares to reveal its hidden cards. @Vanarchain This positioning is just before the explosion of AI scalability.

Let's do some calculations; this calculation concerns every penny in your wallet.
1. Ethereum's 'Gas Tyranny' and MEV Black Hole: On Ethereum, when you transfer 1000U, you might have to pay a Gas fee of 5-10U, and even higher during peak times. That's not all; more covertly, there's MEV (Miner Extractable Value). When you initiate a transaction, miners and arbitrage bots might 'cut in line', using your large transaction to create slippage, or completing arbitrage before you, invisibly pulling a part of the value from your pocket.
Substance: Every transaction you make is paying for the ecosystem of V God and the profits of miners, and this 'tax' is dynamic; you never know how much you will be exploited.

I want to start with a statement that may attract criticism:
As Web3 has developed to this point, the biggest bottleneck has never been technology, but rather that we have been speaking to the same group of people.
DeFi is very strong, really strong. The models are becoming increasingly complex, the mechanisms more sophisticated, and the profit structures more 'advanced'. But if you think calmly about it, where are the new users that have been added over the years? Aren't we still just the same small group of people who understand wallets, understand Gas, and understand risks, constantly trading back and forth?
This is not the fault of DeFi, but rather a long-ignored fact:
Finance is not something that ordinary people actively engage with every day.

If you just happened to come across this post, please pause for a moment. I have a heart-wrenching question for you: how many of those so-called 'hundredfold potential stocks' that you are watching are supported by 'data bubbles' created by wash trading?
Most people watching projects tend to focus only on Twitter follower counts, community activity, or that “million daily active users” chart created by wash traders. Let me be blunt: you are the greenest leek. In the crypto industry, hype often serves as the death knell for retail investors, while the efficiency of 'calmness' is the safe haven for smart money.

Recently, there has been an interesting phenomenon in the industry: everyone thinks the barrier to Web3 is 'technology', but the real barrier is 'patience'.
Retail investors are entangled in which chain has issued airdrops and where the daily active data looks better; but the real big money (Smart Money) only cares about one thing: how low can the 'friction coefficient' be during the flow of funds?
Looking at the recently launched StableFlow integration (large cross-chain zero slippage) and NEAR Intents layout from this perspective, you will find that these people are not actually working on public chains; they are creating 'liquidity black holes'.

Everyone reflect on their daily lives: after painstakingly training a complex project logic in ChatGPT, you turn to Claude to refine it, or go to Gemini to check some information, and what happens? You have to act like a parrot, copying and pasting large sections of background, requirements, and reference materials. It feels like you've spent a fortune hiring a few genius consultants, but they not only don't communicate with each other, they all suffer from severe '5-minute amnesia.' You end up wasting your most valuable time each day acting as a messenger for these 'geniuses.'

I still remember the first time my friend brought me into the crypto world. I really felt like my brain wasn't enough, even doubting whether I had eaten too many wild mushrooms and my brain had grown mushrooms! My friend repeatedly told me what a mnemonic phrase was, what Gas fees were, and why I had to buy some inexplicable coins before making a transfer. I was even more confused than when I was learning math and physics!
If in 2026 Web3 is still teaching users these things, then I think this industry really has no hope.
But the solution provided by Plasma ($XPL ) is the closest thing I've seen to the 'final solution'.