Felix-是大飞呀
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I discovered the 'cash cow' of the next bull market: KGeN and its printing machine agreement
Friends, recently I have been digging for treasures in the dusty corners of Web3 and discovered a project that caught my attention. It doesn't have that flashy slogan of 'disrupting everything'; instead, it is quietly doing something very simple yet crucial: making money, and real money at that. It is KGeN. Today, I will share from my first perspective about this 'strange' project and why I think it might be an underrated engine.
Let me throw a bombshell: according to the latest data, KGeN's annual recurring revenue (ARR) has already exceeded $70 million, heading straight for $80 million. In a crypto world filled with 'market cap management' and 'narrative hype', this number is like a breath of fresh air. What does this indicate? It shows that it is not a 'house of cards' built in the air, but a 'cash cow' with real business and real customers paying. In this day and age, Web3 projects that can consistently and stably generate income are rarer than giant pandas.
Let me throw a bombshell: according to the latest data, KGeN's annual recurring revenue (ARR) has already exceeded $70 million, heading straight for $80 million. In a crypto world filled with 'market cap management' and 'narrative hype', this number is like a breath of fresh air. What does this indicate? It shows that it is not a 'house of cards' built in the air, but a 'cash cow' with real business and real customers paying. In this day and age, Web3 projects that can consistently and stably generate income are rarer than giant pandas.
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KGeN
Felix-是大飞呀
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I discovered the 'cash cow' of the next bull market: KGeN and its printing machine agreement
Friends, recently I have been digging for treasures in the dusty corners of Web3 and discovered a project that caught my attention. It doesn't have that flashy slogan of 'disrupting everything'; instead, it is quietly doing something very simple yet crucial: making money, and real money at that. It is KGeN. Today, I will share from my first perspective about this 'strange' project and why I think it might be an underrated engine.
Let me throw a bombshell: according to the latest data, KGeN's annual recurring revenue (ARR) has already exceeded $70 million, heading straight for $80 million. In a crypto world filled with 'market cap management' and 'narrative hype', this number is like a breath of fresh air. What does this indicate? It shows that it is not a 'house of cards' built in the air, but a 'cash cow' with real business and real customers paying. In this day and age, Web3 projects that can consistently and stably generate income are rarer than giant pandas.
Let me throw a bombshell: according to the latest data, KGeN's annual recurring revenue (ARR) has already exceeded $70 million, heading straight for $80 million. In a crypto world filled with 'market cap management' and 'narrative hype', this number is like a breath of fresh air. What does this indicate? It shows that it is not a 'house of cards' built in the air, but a 'cash cow' with real business and real customers paying. In this day and age, Web3 projects that can consistently and stably generate income are rarer than giant pandas.
KGeN
Felix-是大飞呀
·
--
I discovered the 'cash cow' of the next bull market: KGeN and its printing machine agreement
Friends, recently I have been digging for treasures in the dusty corners of Web3 and discovered a project that caught my attention. It doesn't have that flashy slogan of 'disrupting everything'; instead, it is quietly doing something very simple yet crucial: making money, and real money at that. It is KGeN. Today, I will share from my first perspective about this 'strange' project and why I think it might be an underrated engine.
Let me throw a bombshell: according to the latest data, KGeN's annual recurring revenue (ARR) has already exceeded $70 million, heading straight for $80 million. In a crypto world filled with 'market cap management' and 'narrative hype', this number is like a breath of fresh air. What does this indicate? It shows that it is not a 'house of cards' built in the air, but a 'cash cow' with real business and real customers paying. In this day and age, Web3 projects that can consistently and stably generate income are rarer than giant pandas.
Let me throw a bombshell: according to the latest data, KGeN's annual recurring revenue (ARR) has already exceeded $70 million, heading straight for $80 million. In a crypto world filled with 'market cap management' and 'narrative hype', this number is like a breath of fresh air. What does this indicate? It shows that it is not a 'house of cards' built in the air, but a 'cash cow' with real business and real customers paying. In this day and age, Web3 projects that can consistently and stably generate income are rarer than giant pandas.
Exploring the 'Zero Fee' Magic of the Plasma Chain and EVM Compatibility
When discussing blockchain innovation, we often hear terms like 'high performance' and 'low cost'. And @Plasma directly takes one of these points to the extreme: providing zero transfer fees for USDT. This sounds like a market subsidy strategy, but there may be deeper business models and technical considerations behind it. Today, we will break down the technical characteristics of the Plasma chain.
'Zero fees' does not mean there are no costs, but rather that costs may be subsidized in other ways or borne by ecological income. This feature is designed to serve as the strongest 'magnet' to attract globally cost-sensitive stablecoin traffic to the Plasma network. Once liquidity scale and user habits are formed, the network can create value through other services. At the same time, it allows users to pay Gas fees using custom tokens, which provides great flexibility for project teams to design economic models.
'Zero fees' does not mean there are no costs, but rather that costs may be subsidized in other ways or borne by ecological income. This feature is designed to serve as the strongest 'magnet' to attract globally cost-sensitive stablecoin traffic to the Plasma network. Once liquidity scale and user habits are formed, the network can create value through other services. At the same time, it allows users to pay Gas fees using custom tokens, which provides great flexibility for project teams to design economic models.
Among many Layer 1 solutions, @Plasma did not choose to create a 'universal chain', but instead focused on the vertical track of high-performance computing. This focused strategy may be easier to stand out in the competitive red ocean. If successful use cases can be implemented in scenarios such as game rendering and scientific computing, the value capture of $XPL will be very direct. The key is whether the ecosystem can be quickly activated.
#plasma $XPL
#plasma $XPL
After the explosion of the Solana ecosystem, why I believe @vanar Chain is the next target worth developers' attention
As a developer traversing multiple public chain ecosystems, I have witnessed the astonishing transformation of Solana from a developer’s cold stove to an ecological hotbed during the last cycle. Now, as the market's attention once again focuses on Layer2 and modular narratives, I have directed some of my energy toward @Vanarchain . I am not claiming that #Vanar will replicate Solana's path, but based on personal experience, I believe it possesses all the key elements to become a 'value lowland' for developers in the next construction cycle. Ultimately, all of this may be reflected in the long-term value reassessment of $VANRY .
After in-depth comparison, it was found that the consensus mechanism of @Vanarchain has achieved extreme energy efficiency. It is neither a traditional proof of work nor purely proof of stake, but an improved mechanism that combines the advantages of both. This allows the network to maintain a high degree of decentralization while avoiding massive energy consumption. In today's world where ESG investment concepts are deeply rooted, the green narrative of $VANRY may be an undervalued highlight in the market.
#vanar $VANRY $VANRY
#vanar $VANRY $VANRY
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Unlocking a New Paradigm: How Walrus Ends "Lock-in Tyranny" with "On-Demand Staking"
In traditional proof-of-stake mechanisms, users often face a dilemma: long-term locking for rewards sacrifices liquidity; exiting early incurs penalties, akin to being held hostage by the system. Walrus provides a solution more in line with user sovereignty: an "on-demand payment" staking economy that supports free entry and exit.
Its core innovation lies in decoupling "security contribution" from "liquidity sacrifice." Users stake $WAL tokens to provide security and storage services for the network and receive rewards accordingly. However, when they need to exit, they do not have to endure a long unlocking period or face severe penalties; rather, they simply pay a transparent fee that matches the cost of the storage resources used. This is essentially a resource liquidation mechanism, not a penalty mechanism.
This design achieves dual optimization:
1. For users: it removes the biggest psychological burden in traditional staking - the risk of liquidity lock-up. Capital can be allocated more flexibly, the participation threshold is significantly lowered, and the experience is closer to using public services.
2. For the network: it regulates resource usage through fees (rather than penalties), ensuring the network's economic sustainability and stability. Even in the face of short-term fluctuations in staking amounts, the network can maintain a balanced security budget through fee income, enhancing the system's antifragility.
Walrus's mechanism signifies a trend: the competitiveness of the next generation of crypto infrastructure will not only depend on technical performance but also on whether its economic model respects the user's right to choose autonomously. It upgrades the incentive model from "using lock-ups to hold users hostage" to "retaining users through service value," representing a paradigm shift from "capital power" to "free collaboration." In the pursuit of open finance, granting users the freedom to exit may be the deepest attraction for them to stay long-term.
@Walrus 🦭/acc #walrus $WAL
{spot}(WALUSDT)
In traditional proof-of-stake mechanisms, users often face a dilemma: long-term locking for rewards sacrifices liquidity; exiting early incurs penalties, akin to being held hostage by the system. Walrus provides a solution more in line with user sovereignty: an "on-demand payment" staking economy that supports free entry and exit.
Its core innovation lies in decoupling "security contribution" from "liquidity sacrifice." Users stake $WAL tokens to provide security and storage services for the network and receive rewards accordingly. However, when they need to exit, they do not have to endure a long unlocking period or face severe penalties; rather, they simply pay a transparent fee that matches the cost of the storage resources used. This is essentially a resource liquidation mechanism, not a penalty mechanism.
This design achieves dual optimization:
1. For users: it removes the biggest psychological burden in traditional staking - the risk of liquidity lock-up. Capital can be allocated more flexibly, the participation threshold is significantly lowered, and the experience is closer to using public services.
2. For the network: it regulates resource usage through fees (rather than penalties), ensuring the network's economic sustainability and stability. Even in the face of short-term fluctuations in staking amounts, the network can maintain a balanced security budget through fee income, enhancing the system's antifragility.
Walrus's mechanism signifies a trend: the competitiveness of the next generation of crypto infrastructure will not only depend on technical performance but also on whether its economic model respects the user's right to choose autonomously. It upgrades the incentive model from "using lock-ups to hold users hostage" to "retaining users through service value," representing a paradigm shift from "capital power" to "free collaboration." In the pursuit of open finance, granting users the freedom to exit may be the deepest attraction for them to stay long-term.
@Walrus 🦭/acc #walrus $WAL
{spot}(WALUSDT)
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The End of 'Clumsy' Blockchain: How Vanar Reshapes L1 Logic with Google's 'Bones' and AI's 'Brain'
In the dead of night, the light of the screen reflects on the open Vanar Chain technical documentation. In this near-exhausted L1 narrative of 2026, why am I still immersed in it? Because @Vanarchain showcases a rare 'pragmatic awakening.' It does not talk empty about decentralization religion, but confronts a brutal reality: when trillion-level traditional businesses and AI data floods attempt to go on-chain, the 'clumsiness' of the existing infrastructure will be laid bare. Vanar's solution is a calm reconstruction that starts from the ground up.
Google Cloud is not a partnership, but a foundational reconstruction
Many projects see 'collaborating with Google Cloud' as a marketing embellishment, but Vanar's choice is a strategic deep binding. It's far more than just server leasing:
Google Cloud is not a partnership, but a foundational reconstruction
Many projects see 'collaborating with Google Cloud' as a marketing embellishment, but Vanar's choice is a strategic deep binding. It's far more than just server leasing:
Crossing Islands: How Plasma Becomes a Unified Portal and Traffic Hub in the Multi-Chain DeFi World
As a deeply involved user in DeFi, my daily routine consists of traversing various ecosystems such as Ethereum, Arbitrum, Polygon, and BNB Chain, seeking yield opportunities or reallocating assets. In this process, I have personally experienced what is known as the 'blockchain island effect.' Each chain is like an independent kingdom, with its own native assets, exchanges, and financial protocols. Funds are scattered across different wallet addresses on each chain, making management itself a burden. When I need to transfer assets across chains, I face a more complex situation: I need to research different cross-chain bridges, compare their security, fees, and transfer times; I need to prepare the Gas fees for the target chain, which usually requires an additional exchange and transfer. The entire process is time-consuming, expensive, and fraught with potential risks. This fragmented experience has become a core bottleneck hindering DeFi from reaching a broader audience.
Cross-chain is one of the most important narratives today, and @Plasma has made early moves in this area. Its infrastructure supports seamless asset transfers and the search for yield opportunities across multiple mainstream chains, addressing the biggest fragmentation pain point in the DeFi world. I believe that as the interconnected blockchain ecosystem continues to expand, Plasma's value as an aggregation layer and transit hub will grow exponentially. Holding and staking $XPL is akin to strategically positioning oneself at the key entry point for cross-chain DeFi traffic.
#plasma $XPL
#plasma $XPL
Bridging the Gap: How Vanar Chain Becomes the Bridge Connecting Web2 and Web3 Entertainment?
One of the biggest challenges currently facing the blockchain industry is how to attract the next billion users. The answer to this question likely lies not in replicating existing DeFi or NFT models, but in seamlessly upgrading the entertainment experiences that people already love. In my view, @Vanarchain is building a solid bridge connecting the vast Web2 entertainment world with the emerging Web3 paradigm. This is not only its biggest market opportunity but also the key to $VANRY having enormous imaginative space.
Web2 entertainment giants have hundreds of millions or even billions of users, mature IP, and strong content production capabilities, but they are limited by closed economic systems and platform fees. Web3 offers a new paradigm of asset ownership, user incentives, and cross-application interoperability, but often shuts out mainstream users due to technical complexity and poor user experience. Vanar Chain's positioning perfectly fits this gap. It allows Web2 companies to seamlessly integrate blockchain capabilities with high performance and low-cost infrastructure, without worrying about disrupting the existing smooth experience.
Web2 entertainment giants have hundreds of millions or even billions of users, mature IP, and strong content production capabilities, but they are limited by closed economic systems and platform fees. Web3 offers a new paradigm of asset ownership, user incentives, and cross-application interoperability, but often shuts out mainstream users due to technical complexity and poor user experience. Vanar Chain's positioning perfectly fits this gap. It allows Web2 companies to seamlessly integrate blockchain capabilities with high performance and low-cost infrastructure, without worrying about disrupting the existing smooth experience.
In the competition among numerous Layer 1s, why can Vanar break through? My point is: precise vertical positioning. @Vanarchain did not choose to be a "universal chain," but instead went all in on the entertainment track where it excels, going deep and thorough. This focus has brought about high synergy in technology, resources, and partnerships. $VANRY thus has a clear and broad value narrative.
#vanar $VANRY
#vanar $VANRY
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Jax 斩棘
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Cross-Chain Journey: Why Plasma Became My Core Infrastructure Choice
As a deeply engaged DeFi user in a multi-chain ecosystem, I interact with different blockchain networks every day. From the high Gas fees of the Ethereum mainnet to the fragmented liquidity of various Layer2 and emerging public chains, I am constantly seeking a solution that can seamlessly connect these isolated worlds. It wasn't until I systematically encountered and used @Plasma that my multi-chain operational experience underwent a fundamental change. Today, I want to share my experience in detail and explain why Plasma has transformed from an 'option' to the 'core infrastructure' for my asset cross-chain and strategy execution.
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[Replay] 🎙️ 币安广场最赚钱的项目
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The last post predicted a bottom of 0.13-0.135
Last night, 0.137 all in, recovering recovering
Keep pushing 🔝🔝🔝$DUSK
Last night, 0.137 all in, recovering recovering
Keep pushing 🔝🔝🔝$DUSK
The Positioning and Historical Opportunities of Plasma in the Wave of Integration between Web3 and Industrial Blockchain
Looking at a higher dimension, we are at the intersection of two waves: one is the wave of Web3 native applications pursuing larger scale and more complex financialization; the other is the wave of traditional industries seeking new paradigms for digital transformation and exploring the value of data. The integration of these two waves has given rise to a unique demand for the next generation of blockchain infrastructure. In my view, the architecture of @Plasma accurately anticipates and attempts to meet this integrated demand.
For Web3 native applications (such as GameFi, SocialFi, and DeFi derivatives), the problems they face are the performance bottlenecks and high costs brought about by user scale growth, as well as the demand for more complex, compliant financial instruments. Plasma's public high-performance sharding can provide scalability solutions for them, and its ability to interoperate with enterprise-grade private sharding may help these applications connect to the assets and data of the traditional world in the future, opening up new growth spaces.
For Web3 native applications (such as GameFi, SocialFi, and DeFi derivatives), the problems they face are the performance bottlenecks and high costs brought about by user scale growth, as well as the demand for more complex, compliant financial instruments. Plasma's public high-performance sharding can provide scalability solutions for them, and its ability to interoperate with enterprise-grade private sharding may help these applications connect to the assets and data of the traditional world in the future, opening up new growth spaces.
As a technical enthusiast focused on Layer 1 research, I have carefully analyzed the technical documentation of @Plasma . Its core innovation lies in the deep integration of PBFT consensus with sharding technology, achieving high throughput through dynamic node grouping while maintaining the determinism required for enterprise applications. This design allows the $XPL network to support both public and private sharding scenarios, providing flexible options for enterprises with different compliance requirements. Testnet data shows its single shard TPS remains stable above 2000, with cross-shard communication latency controlled within 5 seconds, marking the transition of sharding technology from theory to maturity.
#plasma $XPL
#plasma $XPL
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