The core narrative of Vanar Chain is not an ordinary L1, but rather AI-native + true on-chain data storage. It attempts to address a long-ignored problem: currently, most public chains do not actually store data on-chain but merely 'reference' it. Vanar's approach is to compress and structure more real data directly into the chain through AI, allowing contracts and AI to read and use it directly.
If this direction holds, it would be significant—
AI Agents, on-chain memory, and long-term data availability would all be added bonuses.
However, the challenges are quite real.
First, the technical complexity is extraordinarily high, with a natural conflict between on-chain storage, performance, and cost;
Second, Vanar's positioning has undergone several adjustments, from the early TVK to now being AI L1, leading to market doubts about the 'continuity of narrative';
Third, the current ecosystem and actual usage scale are still insufficient to support long-term valuations.
If AI + data can truly be integrated on-chain, there is room for imagination;
If the implementation falls short of expectations, it could easily revert to being a 'concept chain'.