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USD1: From 'Casino Chips' to the Ultimate Evolution of Parallel Dollars
We are always asking: When will Crypto be widely adopted?
But when real adoption happens, many people turn a blind eye.
Last week, a friend who helps with Amazon e-commerce remitted money to Southeast Asia and was charged an 8% fee by the bank, which also delayed the transfer for three days. At that moment, I realized: the blood vessels of traditional finance have hardened.
That's why when you look at USD1, don't just see it as another stablecoin.
It is digitalizing the hegemony of the dollar, extending this grand proposition, combining real pain points, and pushing it to a critical point.
▰▰▰
But when real adoption happens, many people turn a blind eye.
Last week, a friend who helps with Amazon e-commerce remitted money to Southeast Asia and was charged an 8% fee by the bank, which also delayed the transfer for three days. At that moment, I realized: the blood vessels of traditional finance have hardened.
That's why when you look at USD1, don't just see it as another stablecoin.
It is digitalizing the hegemony of the dollar, extending this grand proposition, combining real pain points, and pushing it to a critical point.
▰▰▰
Why does your AI chat like Einstein but work like an idiot?
Yesterday, Friday, I was assembling a large IKEA wardrobe at home.
The instruction manual was beautifully illustrated, and the board was quite thick. But when I got to the last step, I found that I was missing a screw to secure the back panel.
Just because of this one screw that costs a few cents, the entire wardrobe worth hundreds of dollars was wobbling and completely unusable.
At that moment, I was so angry that I threw the screwdriver, and all I could think about was cursing.
This incident reminded me of the current AI landscape.
You see Marc Andreessen (a16z) talking about AI saving the population crisis, it sounds grand; then you see Fetch's AI doing agent collaboration, it looks beautiful.
The instruction manual was beautifully illustrated, and the board was quite thick. But when I got to the last step, I found that I was missing a screw to secure the back panel.
Just because of this one screw that costs a few cents, the entire wardrobe worth hundreds of dollars was wobbling and completely unusable.
At that moment, I was so angry that I threw the screwdriver, and all I could think about was cursing.
This incident reminded me of the current AI landscape.
You see Marc Andreessen (a16z) talking about AI saving the population crisis, it sounds grand; then you see Fetch's AI doing agent collaboration, it looks beautiful.
How much presence does the bank still have when your dollar starts to 'carry interest'?
Yesterday, I went to the bank and watched the rolling interest rate screen at the counter, with a savings rate of 0.01%.
I stared at that number for a long time, suddenly feeling it was absurd.
The money we earn with great effort not only doesn't generate returns, but is also gradually eaten away by the invisible hand of inflation.
This is the greatest arrogance of traditional finance: it assumes your money is dead, and to make it alive, you have to beg it.
This anxiety of holding and losing makes me suddenly slap my thigh when I see the forwarded maplefinance case.
▰▰▰
The ambition of Plasma: turning the dollar into 'biological'.
I stared at that number for a long time, suddenly feeling it was absurd.
The money we earn with great effort not only doesn't generate returns, but is also gradually eaten away by the invisible hand of inflation.
This is the greatest arrogance of traditional finance: it assumes your money is dead, and to make it alive, you have to beg it.
This anxiety of holding and losing makes me suddenly slap my thigh when I see the forwarded maplefinance case.
▰▰▰
The ambition of Plasma: turning the dollar into 'biological'.
Lighting a torch in the dark forest: Why institutions dare not run naked on public chains?
This morning I went to the hospital for a check-up. The doctor looked at my report for a long time, frowning.
My first reaction at that time was nervousness, and my second reaction was relief:
Fortunately, only doctors can see this thing; if it were posted at the hospital entrance, I would never be able to live my life.
In that moment, I suddenly realized that this is actually the underlying logic of the financial world:
Core data (medical records/positions) must be kept confidential, but the regulatory party (doctor) must have the right to access it.
With this perspective, looking at the current blockchain is simply a huge absurd theater.
We boasted about 'openness and transparency' to Eth, thinking it was revolutionary.
My first reaction at that time was nervousness, and my second reaction was relief:
Fortunately, only doctors can see this thing; if it were posted at the hospital entrance, I would never be able to live my life.
In that moment, I suddenly realized that this is actually the underlying logic of the financial world:
Core data (medical records/positions) must be kept confidential, but the regulatory party (doctor) must have the right to access it.
With this perspective, looking at the current blockchain is simply a huge absurd theater.
We boasted about 'openness and transparency' to Eth, thinking it was revolutionary.
48 hours of attracting 6.6 billion: What did Plasma do right?
The market has been crashing in the past few days, and everyone is panicking and fleeing.
But I discovered an extremely unusual data point: funds did not withdraw from exchanges, but instead surged in like crazy.
48 hours, 6.6 billion dollars
This speed even surpassed the peak times of Ethereum Layer 2.
Many people say this is thanks to Aave.
But I believe this is just the surface.
Aave is deployed on so many chains, why did it explode specifically on Plasma?
Because Plasma is the only container tailored for "stablecoins."
▰▰▰
Why do I say it is a "liquidity black hole"?
But I discovered an extremely unusual data point: funds did not withdraw from exchanges, but instead surged in like crazy.
48 hours, 6.6 billion dollars
This speed even surpassed the peak times of Ethereum Layer 2.
Many people say this is thanks to Aave.
But I believe this is just the surface.
Aave is deployed on so many chains, why did it explode specifically on Plasma?
Because Plasma is the only container tailored for "stablecoins."
▰▰▰
Why do I say it is a "liquidity black hole"?
The new situation created by 40 million USD: Why does Binance recognize USD1 as its 'adopted son'?
In the past few days, while browsing Binance, careful observers must have noticed a phenomenon:
The previous BUSD trading pairs have almost disappeared, and the weight of FDUSD is also declining.
Instead, USD1 is crazily flooding the screen.
Whether it's lending, wealth management, or contract collateral, the officials are eager to shove USD1 into your mouth.
Especially just now when I saw the number confirmed by the WLFI official post: 12,00,000 WLFI token pool.
The momentum is clearly not supporting a new coin, but rather establishing a crown prince.
Many group friends asked me: "Can this wool be harvested?"
I'm telling you, this is no longer wool; this is the military funding Binance is allocating to win the stablecoin war.
The previous BUSD trading pairs have almost disappeared, and the weight of FDUSD is also declining.
Instead, USD1 is crazily flooding the screen.
Whether it's lending, wealth management, or contract collateral, the officials are eager to shove USD1 into your mouth.
Especially just now when I saw the number confirmed by the WLFI official post: 12,00,000 WLFI token pool.
The momentum is clearly not supporting a new coin, but rather establishing a crown prince.
Many group friends asked me: "Can this wool be harvested?"
I'm telling you, this is no longer wool; this is the military funding Binance is allocating to win the stablecoin war.
Why can’t today’s on-chain AI be anything more than a temporary worker?
Recently, while watching the Agent track, I noticed a rather awkward phenomenon:
All AI projects are showcasing 'how many Bots I have', but none dare to show 'how long my Bot has lived'.
Because they simply don’t last long.
On the current stateless public blockchain, every interaction with AI is a brand new beginning. It has no memory, no history, and even no accumulated credibility.
It's like hiring a nanny, but this nanny wakes up every morning with amnesia, and you have to teach her how to open the door all over again every day.
With this kind of efficiency, how can we possibly bear the complexity of the economy in 2026?
All AI projects are showcasing 'how many Bots I have', but none dare to show 'how long my Bot has lived'.
Because they simply don’t last long.
On the current stateless public blockchain, every interaction with AI is a brand new beginning. It has no memory, no history, and even no accumulated credibility.
It's like hiring a nanny, but this nanny wakes up every morning with amnesia, and you have to teach her how to open the door all over again every day.
With this kind of efficiency, how can we possibly bear the complexity of the economy in 2026?
Admit it, humanity is no longer fit for trading.
Last night's plunge in gold, I don't know how many brothers got buried again.
Looking at those liquidation data, I feel quite uncomfortable inside.
In this high-frequency, round-the-clock market, human reaction speed, memory capacity, and emotional control have all become "inferior assets."
The future of trading is destined to belong to AI.
But the question is: does the current AI deserve our assets?
————————
I looked at the recent discussions on @Vanarchain and found that they hit a very critical pain point:
The current AI agents are essentially "temporary workers."
Because public chains are stateless, AI is reset after each task.
They have no long-term memory and cannot accumulate experience. Letting these "temporary workers" manage your money is no different from giving it away.
What Vanar is doing now is providing these AIs with "long-term residency permits."
Through memory and reasoning at the protocol layer, it allows AI to "survive" on the chain and be able to "remember."
This doesn't sound sexy, and is even a bit dull.
But this is the real "infrastructure."
The current coin price is still fluctuating at a low level, and there are quite a few FUD voices in the community (regarding the token model).
But I actually think this is a good thing.
Only when the bubble is squeezed out, and those who only look at price fluctuations have left the field, will the real value discovery begin.
We are betting on an inevitable trend in 2026:
When AI truly takes over trading, the "memory chain" provided by Vanar will be their only home.
#vanar $VANRY
Last night's plunge in gold, I don't know how many brothers got buried again.
Looking at those liquidation data, I feel quite uncomfortable inside.
In this high-frequency, round-the-clock market, human reaction speed, memory capacity, and emotional control have all become "inferior assets."
The future of trading is destined to belong to AI.
But the question is: does the current AI deserve our assets?
————————
I looked at the recent discussions on @Vanarchain and found that they hit a very critical pain point:
The current AI agents are essentially "temporary workers."
Because public chains are stateless, AI is reset after each task.
They have no long-term memory and cannot accumulate experience. Letting these "temporary workers" manage your money is no different from giving it away.
What Vanar is doing now is providing these AIs with "long-term residency permits."
Through memory and reasoning at the protocol layer, it allows AI to "survive" on the chain and be able to "remember."
This doesn't sound sexy, and is even a bit dull.
But this is the real "infrastructure."
The current coin price is still fluctuating at a low level, and there are quite a few FUD voices in the community (regarding the token model).
But I actually think this is a good thing.
Only when the bubble is squeezed out, and those who only look at price fluctuations have left the field, will the real value discovery begin.
We are betting on an inevitable trend in 2026:
When AI truly takes over trading, the "memory chain" provided by Vanar will be their only home.
#vanar $VANRY
Do you still want gold?
Do you still want to avoid risks?
Let's empty it out, guys.
Do you still want to avoid risks?
Let's empty it out, guys.
Why is Wall Street's money willing to mold in Excel rather than go on chain?
Last month, I had drinks with a friend who works in traditional asset management, and I asked him: 'Now that RWA is so popular, when does your company plan to move those hundreds of millions of dollars in bonds up?'
He looked at me as if I were a fool: 'Move them up? Move them up so the whole world knows how much my bottom position is?'
So that my opponents can monitor my wallet every day and short me?
I was just about to refute the statement that 'blockchain is transparent' when he interrupted me directly: 'Yeah, it's precisely because it's too transparent.'
In our line of work, transparency is like running naked, and running naked means death.
At that moment, I suddenly understood the meaning of existence.
He looked at me as if I were a fool: 'Move them up? Move them up so the whole world knows how much my bottom position is?'
So that my opponents can monitor my wallet every day and short me?
I was just about to refute the statement that 'blockchain is transparent' when he interrupted me directly: 'Yeah, it's precisely because it's too transparent.'
In our line of work, transparency is like running naked, and running naked means death.
At that moment, I suddenly understood the meaning of existence.
Don't just focus on the US SEC; Europe's compliance revolution has already begun.
Recently, in studying the ecology of @Dusk , I discovered a very interesting phenomenon.
Its core partners are all formal troops from Europe: 21X, NPEX.
What does this indicate? It indicates that in the RWA track, Europe may be running faster than the US.
The logic in the US is "the regulators haven't figured it out yet, so don't move for now."
The logic in Europe is "the MiCA framework has already been outlined for you, just follow it."
————
Dusk is a special force that has grown under this framework.
The core problem it solves is actually just one: Selective Transparency.
Previous public chains were either fully transparent (Ethereum) or completely black box (Zcash).
Dusk says: Neither of these is correct.
The real commercial world is "invisible to the public, transparent to regulators."
This sounds like walking a tightrope, but this is the essence of finance.
I call this model gray finance.
It is not black or white; it is gray. It allows you to trade on-chain, but doesn't let you be fully exposed.
This ability of "wanting both" is what institutions find most scarce.
My thoughts:
The current market has not yet priced this ability.
Everyone is still playing that "one-click token issuance" quick game, thinking compliance is too troublesome.
But by 2026, when the regulatory net really tightens, and when large institutions truly want to move stocks and bonds on-chain, they will find:
Only Dusk, which has long "coded compliance" into its infrastructure, is the only safe haven.
This is not an easy road; one could even say it is a very lonely road.
But often, the loneliest road leads to the deepest gold mine.
#dusk $DUSK
Recently, in studying the ecology of @Dusk , I discovered a very interesting phenomenon.
Its core partners are all formal troops from Europe: 21X, NPEX.
What does this indicate? It indicates that in the RWA track, Europe may be running faster than the US.
The logic in the US is "the regulators haven't figured it out yet, so don't move for now."
The logic in Europe is "the MiCA framework has already been outlined for you, just follow it."
————
Dusk is a special force that has grown under this framework.
The core problem it solves is actually just one: Selective Transparency.
Previous public chains were either fully transparent (Ethereum) or completely black box (Zcash).
Dusk says: Neither of these is correct.
The real commercial world is "invisible to the public, transparent to regulators."
This sounds like walking a tightrope, but this is the essence of finance.
I call this model gray finance.
It is not black or white; it is gray. It allows you to trade on-chain, but doesn't let you be fully exposed.
This ability of "wanting both" is what institutions find most scarce.
My thoughts:
The current market has not yet priced this ability.
Everyone is still playing that "one-click token issuance" quick game, thinking compliance is too troublesome.
But by 2026, when the regulatory net really tightens, and when large institutions truly want to move stocks and bonds on-chain, they will find:
Only Dusk, which has long "coded compliance" into its infrastructure, is the only safe haven.
This is not an easy road; one could even say it is a very lonely road.
But often, the loneliest road leads to the deepest gold mine.
#dusk $DUSK
The layout is quite spacious
The first wave I ate some
The second time I missed it
I'll appropriately add a little position, not much, everyone watch the market and don't follow the trend blindly
$WLD
The first wave I ate some
The second time I missed it
I'll appropriately add a little position, not much, everyone watch the market and don't follow the trend blindly
$WLD
In this industry full of exclamation marks, Vanar chooses to be a period.
Recently, reviewing the dynamics of @Vanarchain , I found it is playing a very advanced psychological game.
It no longer tries to initiate topics but focuses on ending them.
When everyone is debating whether AI will spiral out of control, it comes out and says: "Reliability comes from knowing when NOT to use agents."
This statement is quite astute.
It directly stands at the high ground of 'rationality'.
It is telling the market: I do not blindly tout AI; I am here to fill the gaps in AI.
I call this strategy 'anchor tactic'.
It has turned itself into a 'quiet anchor'.
No matter how the external AI narratives drift, they ultimately must return to the underlying logics of memory, privacy, and continuity.
And Vanar has long been waiting at the endpoint of this logic.
What results will this bring?
In the short term, the coin price is quite dull ($0.007 oscillation), even somewhat lifeless.
Because this strategy does not bring FOMO or impulsive consumption.
But in the long term, once this 'rational persona' is established, it will become the first choice for institutions when they enter the market.
Because what institutions hate most is Surprise, and what they love most is predictability.
I define Vanar as the 'shock absorber' of the AI track.
It is not responsible for making you excited; it is responsible for helping you live a little longer.
For investors who want to navigate the cycle in 2026, this kind of 'boredom' may be the most scarce asset.
#vanar $VANRY
Recently, reviewing the dynamics of @Vanarchain , I found it is playing a very advanced psychological game.
It no longer tries to initiate topics but focuses on ending them.
When everyone is debating whether AI will spiral out of control, it comes out and says: "Reliability comes from knowing when NOT to use agents."
This statement is quite astute.
It directly stands at the high ground of 'rationality'.
It is telling the market: I do not blindly tout AI; I am here to fill the gaps in AI.
I call this strategy 'anchor tactic'.
It has turned itself into a 'quiet anchor'.
No matter how the external AI narratives drift, they ultimately must return to the underlying logics of memory, privacy, and continuity.
And Vanar has long been waiting at the endpoint of this logic.
What results will this bring?
In the short term, the coin price is quite dull ($0.007 oscillation), even somewhat lifeless.
Because this strategy does not bring FOMO or impulsive consumption.
But in the long term, once this 'rational persona' is established, it will become the first choice for institutions when they enter the market.
Because what institutions hate most is Surprise, and what they love most is predictability.
I define Vanar as the 'shock absorber' of the AI track.
It is not responsible for making you excited; it is responsible for helping you live a little longer.
For investors who want to navigate the cycle in 2026, this kind of 'boredom' may be the most scarce asset.
#vanar $VANRY
Amid the AI frenzy, it chooses to be a cold observer.
I have a friend who is an investor (I can't reveal his real name here), he rarely posts.
But every time he shares news, as long as he adds a brief comment, everyone queues up to like it.
Why? Because he doesn't create noise; he only offers judgments at critical moments.
People like this may seem insignificant on a daily basis, but when it's time to make decisions, you'll want to hear their opinions first.
That's how I feel about @Vanarchain now.
Recently, its style on a certain platform has started to resemble this friend more and more.
Tesla invested 2 billion in xAI, and instead of jumping on the bandwagon to promote it, they calmly replied: "Structural change."
But every time he shares news, as long as he adds a brief comment, everyone queues up to like it.
Why? Because he doesn't create noise; he only offers judgments at critical moments.
People like this may seem insignificant on a daily basis, but when it's time to make decisions, you'll want to hear their opinions first.
That's how I feel about @Vanarchain now.
Recently, its style on a certain platform has started to resemble this friend more and more.
Tesla invested 2 billion in xAI, and instead of jumping on the bandwagon to promote it, they calmly replied: "Structural change."
Plasma: It understands the financial truth that wealthy people are more frugal.
A couple of days ago, I saw a very interesting piece of data:
The higher the net worth of the client, the more sensitive they are to fees.
Retail investors are willing to pay a fee of one thousandth at exchanges for convenience; but for market makers holding hundreds of millions in capital, a slippage of one ten-thousandth is enough to make them flip the table.
This is the cruel truth of the financial world: big money is 'pinched' out.
With this perspective, looking at @Plasma's recent actions, I suddenly feel that these people understand human nature too well.
They have integrated StableFlow (1 million USD with zero slippage) and NEAR Intents, which on the surface appears to be a technical upgrade, but in reality is an invitation for large capital.
The higher the net worth of the client, the more sensitive they are to fees.
Retail investors are willing to pay a fee of one thousandth at exchanges for convenience; but for market makers holding hundreds of millions in capital, a slippage of one ten-thousandth is enough to make them flip the table.
This is the cruel truth of the financial world: big money is 'pinched' out.
With this perspective, looking at @Plasma's recent actions, I suddenly feel that these people understand human nature too well.
They have integrated StableFlow (1 million USD with zero slippage) and NEAR Intents, which on the surface appears to be a technical upgrade, but in reality is an invitation for large capital.
Don't treat Plasma as a chain, treat it as a 'financial lubricant'
Recently, while focusing on on-chain data, I discovered a severely overlooked detail:
@Plasma The proportion of large transactions on it is quietly rising.
syrupUSDT pool has broken 1 billion, and the large orders from StableFlow have also started to run.
What does this indicate? It indicates that smart money has caught a whiff of it.
————————
In this circle, there are two types of money.
One is blind money, chasing trends and making panic decisions, enjoying the hustle and bustle, going where there are many people.
The other is smart money, extremely averse to risk and wear, going where efficiency is high.
Plasma clearly does not want to earn from the former (too tiring, too competitive), it wants to earn from the latter.
————————
By reducing friction to zero and slippage to zero, it has forcibly turned itself into a financial lubricant layer.
This sounds unsexy, not as exciting as a hundredfold meme.
But if you think carefully, lubricants are the most indispensable thing in the industrial system.
The faster the machines run, the greater the demand for lubricants.
————————
Plasma is betting on a future: stablecoins will become the gears of global finance.
In this era of high-speed operation of gears, whoever can provide the best lubrication is in high demand.
Its current low coin price is actually a lag in the market's valuation of this 'ToB infrastructure'.
Once this lubrication system is adopted by global payment gateways and market makers, its value capture ability will far exceed those public chains that can only issue casino tokens.
This is a narrower, deeper, but also longer snow path.
If you have patience, you might as well stay at this position and slowly become rich with it.
#plasma $XPL
Recently, while focusing on on-chain data, I discovered a severely overlooked detail:
@Plasma The proportion of large transactions on it is quietly rising.
syrupUSDT pool has broken 1 billion, and the large orders from StableFlow have also started to run.
What does this indicate? It indicates that smart money has caught a whiff of it.
————————
In this circle, there are two types of money.
One is blind money, chasing trends and making panic decisions, enjoying the hustle and bustle, going where there are many people.
The other is smart money, extremely averse to risk and wear, going where efficiency is high.
Plasma clearly does not want to earn from the former (too tiring, too competitive), it wants to earn from the latter.
————————
By reducing friction to zero and slippage to zero, it has forcibly turned itself into a financial lubricant layer.
This sounds unsexy, not as exciting as a hundredfold meme.
But if you think carefully, lubricants are the most indispensable thing in the industrial system.
The faster the machines run, the greater the demand for lubricants.
————————
Plasma is betting on a future: stablecoins will become the gears of global finance.
In this era of high-speed operation of gears, whoever can provide the best lubrication is in high demand.
Its current low coin price is actually a lag in the market's valuation of this 'ToB infrastructure'.
Once this lubrication system is adopted by global payment gateways and market makers, its value capture ability will far exceed those public chains that can only issue casino tokens.
This is a narrower, deeper, but also longer snow path.
If you have patience, you might as well stay at this position and slowly become rich with it.
#plasma $XPL
If AI has to ask 'Who am I?' every time it wakes up, it will never grow up.
This morning, I was chatting with a friend who develops AI, and he complained to me about a very strange pain point.
He said that the current on-chain AI is like a patient suffering from severe amnesia.
Every interaction, every transaction, is brand new. It cannot remember your preferences, cannot remember the last strategy, and cannot even remember who it is.
"This is not intelligence at all; it’s a deadlock." He slammed his glass down on the table, "If every time we have to start from scratch, then the evolution of AI is a false proposition."
————————————
He said that the current on-chain AI is like a patient suffering from severe amnesia.
Every interaction, every transaction, is brand new. It cannot remember your preferences, cannot remember the last strategy, and cannot even remember who it is.
"This is not intelligence at all; it’s a deadlock." He slammed his glass down on the table, "If every time we have to start from scratch, then the evolution of AI is a false proposition."
————————————
Stop reinventing the wheel for AI, let's give it a brain
Recently, looking at the community feedback from @Vanarchain , I found a rare resonance
Many Builders are saying the same phrase: "No Resets (无重置)".
This actually exposes the biggest awkwardness in the current AI x Crypto arena: we have built a bunch of fast cars, but forgot to equip the driver with navigation.
The current public chain is a nightmare of constant resets for AI agents
Every time a task ends, the memory resets. The next time it comes back, it has to reload the context. This not only wastes computing power but more importantly, it locks the upper limit of AI.
How can an AI that is always in "initialization" help us manage complex assets?
Vanar's current positioning is more like an "external brain for AI" rather than a public chain.
It attempts to break this "reset curse" through the built-in persistent context at the protocol layer.
This approach is very pragmatic, but also very "unsexy"
It doesn't have the hype of a hundredfold coin, no FOMO airdrop, only a precise response to developers' pain points.
This also explains why its coin price has been lukewarm.
Because solving such underlying problems takes time. It is not the kind of project that can make you rich overnight
It is more like a "slow variable"
When the market begins to realize that AI agents need to survive long-term and require complex decision-making, the true value of Vanar will emerge.
As an investor, my mindset is very calm right now.
I don't expect it to surge tomorrow, but I will always keep it at the top of my watchlist.
Because I know that in this noisy industry, there are not many willing to "give AI a brain".
#vanar $VANRY
Recently, looking at the community feedback from @Vanarchain , I found a rare resonance
Many Builders are saying the same phrase: "No Resets (无重置)".
This actually exposes the biggest awkwardness in the current AI x Crypto arena: we have built a bunch of fast cars, but forgot to equip the driver with navigation.
The current public chain is a nightmare of constant resets for AI agents
Every time a task ends, the memory resets. The next time it comes back, it has to reload the context. This not only wastes computing power but more importantly, it locks the upper limit of AI.
How can an AI that is always in "initialization" help us manage complex assets?
Vanar's current positioning is more like an "external brain for AI" rather than a public chain.
It attempts to break this "reset curse" through the built-in persistent context at the protocol layer.
This approach is very pragmatic, but also very "unsexy"
It doesn't have the hype of a hundredfold coin, no FOMO airdrop, only a precise response to developers' pain points.
This also explains why its coin price has been lukewarm.
Because solving such underlying problems takes time. It is not the kind of project that can make you rich overnight
It is more like a "slow variable"
When the market begins to realize that AI agents need to survive long-term and require complex decision-making, the true value of Vanar will emerge.
As an investor, my mindset is very calm right now.
I don't expect it to surge tomorrow, but I will always keep it at the top of my watchlist.
Because I know that in this noisy industry, there are not many willing to "give AI a brain".
#vanar $VANRY
A Bloodsucking Attack on Tron
Yesterday, I helped a friend handle a large amount of U, transferring from Tron to Ethereum.
Watching the estimated wear and tear of that cross-chain bridge, my friend's face turned green: several thousand U of slippage, plus transaction fees, and before the trade even started, the principal was already down a layer. He cursed, 'This is not a cross-chain, this is robbery.'
In that moment, I deeply realized the physical resistance of large funds flowing on the chain. For retail investors, a few U's of wear and tear are insignificant; but for funds in the million range, slippage is a deadly enemy.
With this feeling of 'pain', looking at the 0xStableFlow integration announcement forwarded yesterday, I suddenly understood its ambition.
Watching the estimated wear and tear of that cross-chain bridge, my friend's face turned green: several thousand U of slippage, plus transaction fees, and before the trade even started, the principal was already down a layer. He cursed, 'This is not a cross-chain, this is robbery.'
In that moment, I deeply realized the physical resistance of large funds flowing on the chain. For retail investors, a few U's of wear and tear are insignificant; but for funds in the million range, slippage is a deadly enemy.
With this feeling of 'pain', looking at the 0xStableFlow integration announcement forwarded yesterday, I suddenly understood its ambition.
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