In the crypto world, there’s a strange cycle where the less something has been realized, the more people love to hear stories about it. The shelf life of narratives is too short; last month, everyone was excited about modularization, and next month, it might be quantum computing. Chasing narratives often leads to a mess. In reviewing the logic of Vanar over the past few days, I found that they are somewhat 'focused'; they don’t join the hype and engage in flashy gimmicks but instead are deeply committed to 'readiness'.
This sounds unsexy, even a bit dull. But if you think about it carefully, when the real Web2 giants or high-frequency AI agents want to enter the market, what do they care about? They don’t care how grand your white paper is; they only look at whether your API is stable, whether your compliance channels are open, and whether your settlement layer can handle tens of thousands of calls per second. What Vanar is currently doing with compliant payments, on-chain reasoning, and semantic memory is essentially laying the water pipes and power grid.
This is the difference between narrative and readiness. Narratives are used to deceive retail investors into taking over, while readiness is used to support real business. The reason I am optimistic about VANRY is simple: it hasn’t placed its bets on the unpredictable market sentiment but rather on the inevitable occurrence of 'AI scaled applications'. This approach may not be as explosive as meme coins in the short term and may even be criticized for its slow progress and lack of highlights. But in this industry full of hot air, only those who truly lay a solid foundation will have the right to collect 'toll fees' when the tide recedes. Instead of betting on whether the next story can come full circle, it’s better to bet on who has already built the road to the doorstep.
