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CAKE Holder
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I've mentioned before, no matter whether you use Binance Wallet or not, you need to register one due to regulatory issues. Now you see it's here, hurry up and register a Binance Wallet. If you haven't made money yet, register a托管 wallet (custodial wallet) now, and later when you start earning, you can easily switch to a private key wallet. Not only are there current promotional benefits with significant discounts—up to 30% off—this is even better than the discounts on Binance Exchange. To participate in the promotion, just enter the referral code in the invite friends section: WC123. If you don't enter it, you won't get the discount. This is an official new user acquisition benefit.
I've mentioned before, no matter whether you use Binance Wallet or not, you need to register one due to regulatory issues. Now you see it's here, hurry up and register a Binance Wallet. If you haven't made money yet, register a托管 wallet (custodial wallet) now, and later when you start earning, you can easily switch to a private key wallet. Not only are there current promotional benefits with significant discounts—up to 30% off—this is even better than the discounts on Binance Exchange. To participate in the promotion, just enter the referral code in the invite friends section: WC123. If you don't enter it, you won't get the discount. This is an official new user acquisition benefit.
These seven days have been really frustrating. I originally thought the market would go up, so I went all in, but it turned out to be a complete disaster.
These seven days have been really frustrating. I originally thought the market would go up, so I went all in, but it turned out to be a complete disaster.
7D Trade PNL
-$445.59
-7.04%
I think we can't treat @Plasma as an ordinary public chain, after all, it is specialized in stablecoin public chains. The circulation of stablecoins exceeds 260 billion, with a daily trading volume of 20 billion to 80 billion, and an annual trading volume breaking the trillion mark. There is a #plasma 99% probability that it is the leader in stablecoins. A leading stablecoin public chain with an annual turnover exceeding a trillion, not to mention a top market value of hundreds of billions, with a valuation reaching the position of a 20 billion second-tier public chain, this is considered relatively normal. After all, it has Tether Company behind it. When XPL just launched, it airdropped over 8000U to each deposit account. It has money and influence, and most importantly, resources. In the future, new USDT will be issued on the XPL public chain, combined with no transaction fees, normal transfers with no gas fees, and no slippage. Isn't this a transfer station linking stablecoins to reality? Moreover, XPL is also collaborating with AAVE and other projects, allowing users to enjoy necessary functions and benefits on the XPL public chain. After all, holding many stablecoins can be used for flexible lending and collateral operations on AAVE, ensuring stablecoins are not stagnant. It is a perfect closed loop; it just needs time to ferment $XPL .
I think we can't treat @Plasma as an ordinary public chain, after all, it is specialized in stablecoin public chains. The circulation of stablecoins exceeds 260 billion, with a daily trading volume of 20 billion to 80 billion, and an annual trading volume breaking the trillion mark. There is a #plasma 99% probability that it is the leader in stablecoins. A leading stablecoin public chain with an annual turnover exceeding a trillion, not to mention a top market value of hundreds of billions, with a valuation reaching the position of a 20 billion second-tier public chain, this is considered relatively normal. After all, it has Tether Company behind it. When XPL just launched, it airdropped over 8000U to each deposit account. It has money and influence, and most importantly, resources. In the future, new USDT will be issued on the XPL public chain, combined with no transaction fees, normal transfers with no gas fees, and no slippage. Isn't this a transfer station linking stablecoins to reality? Moreover, XPL is also collaborating with AAVE and other projects, allowing users to enjoy necessary functions and benefits on the XPL public chain. After all, holding many stablecoins can be used for flexible lending and collateral operations on AAVE, ensuring stablecoins are not stagnant. It is a perfect closed loop; it just needs time to ferment $XPL .
XPLUSDT
Opening Long
Unrealized PNL
-37.88USDT
Last night, so many people were actually awake. I saw them chatting in the second half of the night, $ETH {future}(ETHUSDT)
Last night, so many people were actually awake. I saw them chatting in the second half of the night, $ETH
Stop just focusing on TPS! Vanar Chain is the true blockchain foundation that AI needsNow discussing blockchain + AI, many people are still comparing whose TPS speed is faster, but this discussion is already outdated. For AI to truly run and be utilized on the blockchain, it's not just about being 'fast'; it requires a foundation designed for AI from the ground up—just like when you want to play large games, having a high-speed network card is not enough; you need a compatible graphics card, memory, and a full set of processor configurations. Vanar Chain is such a blockchain specifically built for AI needs, incorporating essential features like native memory, on-chain reasoning, automated execution, and settlement capabilities into its core, making the implementation of AI on the blockchain no longer a 'castle in the air.'

Stop just focusing on TPS! Vanar Chain is the true blockchain foundation that AI needs

Now discussing blockchain + AI, many people are still comparing whose TPS speed is faster, but this discussion is already outdated. For AI to truly run and be utilized on the blockchain, it's not just about being 'fast'; it requires a foundation designed for AI from the ground up—just like when you want to play large games, having a high-speed network card is not enough; you need a compatible graphics card, memory, and a full set of processor configurations. Vanar Chain is such a blockchain specifically built for AI needs, incorporating essential features like native memory, on-chain reasoning, automated execution, and settlement capabilities into its core, making the implementation of AI on the blockchain no longer a 'castle in the air.'
If you want to capture a hundredfold coin, you need to see whether the project has technological innovation, ecological barriers, and sustainable economic models. Currently, Vanar Chain (VANRY) brings together these core advantages. The public chain war in 2026 is no longer about TPS but a showdown between 'mindless chains' and 'intelligent chains.' As an AI-native L1, VANRY is the most noteworthy target in this track. Past public chains have been like 'old-age dementia'; no matter how powerful the AI agent is, it becomes less intelligent when deployed without a native memory layer. Without a memory layer, AI cannot cost-effectively read historical data or understand context. Each interaction requires recalculating from scratch, which is the biggest bottleneck for AI + Web3 implementation. VANRY has not followed the meaningless expansion trend; instead, it focuses on giving the blockchain a 'brain', creating a native infrastructure specifically designed for AI. Its Neutron memory layer utilizes exclusive compression technology to provide AI with inexpensive long-term memory. The AI steward can remember your trading habits without repeatedly asking for your needs. The Kayon reasoning layer is even more revolutionary, transforming smart contracts from rigid 'command execution' to 'intelligent thinking' that can analyze risks and make autonomous decisions. This is the key to moving Web3 from automation to intelligence. More importantly, VANRY's top-tier social circle is not just a hollow title. Google Cloud provides computing power, NVIDIA supplies AI tools, and Worldpay connects payment scenarios. This is the first choice for Web2 giants entering Web3 + AI, creating a solid ecological moat. While other public chains are still seeking developers, VANRY has already paved the way for collaboration with giants. The token model is also the core confidence of a hundredfold coin. By 2026, 90% of the chips will be in circulation, with no risk of massive unlocks by VC or dumping by the project party. The market value is only 18 million, while future buying will come entirely from the machine economy. Every storage and reasoning operation of each AI on the chain will require burning VANRY, with machines working 24 hours non-stop, ensuring a continuous and rigid demand for tokens. As the public chain market shifts from manual operations to AI agents, old infrastructure is destined to be eliminated. Currently, there are few competitors for VANRY in the AI-native L1 track, with triple advantages in technology, ecology, and economic models. Such a project is key to capturing the next wave of hundredfold dividends. @Vanar #vanar $VANRY {future}(VANRYUSDT)
If you want to capture a hundredfold coin, you need to see whether the project has technological innovation, ecological barriers, and sustainable economic models. Currently, Vanar Chain (VANRY) brings together these core advantages. The public chain war in 2026 is no longer about TPS but a showdown between 'mindless chains' and 'intelligent chains.' As an AI-native L1, VANRY is the most noteworthy target in this track.

Past public chains have been like 'old-age dementia'; no matter how powerful the AI agent is, it becomes less intelligent when deployed without a native memory layer. Without a memory layer, AI cannot cost-effectively read historical data or understand context. Each interaction requires recalculating from scratch, which is the biggest bottleneck for AI + Web3 implementation. VANRY has not followed the meaningless expansion trend; instead, it focuses on giving the blockchain a 'brain', creating a native infrastructure specifically designed for AI.

Its Neutron memory layer utilizes exclusive compression technology to provide AI with inexpensive long-term memory. The AI steward can remember your trading habits without repeatedly asking for your needs. The Kayon reasoning layer is even more revolutionary, transforming smart contracts from rigid 'command execution' to 'intelligent thinking' that can analyze risks and make autonomous decisions. This is the key to moving Web3 from automation to intelligence.

More importantly, VANRY's top-tier social circle is not just a hollow title. Google Cloud provides computing power, NVIDIA supplies AI tools, and Worldpay connects payment scenarios. This is the first choice for Web2 giants entering Web3 + AI, creating a solid ecological moat. While other public chains are still seeking developers, VANRY has already paved the way for collaboration with giants.

The token model is also the core confidence of a hundredfold coin. By 2026, 90% of the chips will be in circulation, with no risk of massive unlocks by VC or dumping by the project party. The market value is only 18 million, while future buying will come entirely from the machine economy. Every storage and reasoning operation of each AI on the chain will require burning VANRY, with machines working 24 hours non-stop, ensuring a continuous and rigid demand for tokens.

As the public chain market shifts from manual operations to AI agents, old infrastructure is destined to be eliminated. Currently, there are few competitors for VANRY in the AI-native L1 track, with triple advantages in technology, ecology, and economic models. Such a project is key to capturing the next wave of hundredfold dividends.
@Vanarchain #vanar $VANRY
Chatting with a friend who is doing Web3 development, he complained with a frown about being stuck in a dead end with decentralized social dApps due to storage issues. He tried various methods but to no avail: the cost of storing on L1 chains is ridiculously high, and large files like short videos and audio simply can't be handled; using IPFS solves the addressing problem, but there is no guarantee of data persistence, and obscure content can disappear just like that. Finding third-party storage services incurs extra costs and compromises the original intention of decentralization, leaving him in a real dilemma. I immediately told him to quickly try Walrus, a storage solution developed by Mysten Labs, specifically designed to address this pain point, aimed at solving Web3 storage challenges. Other storage solutions are stuck on consensus, tying storage and node validation together, forcing all nodes to carry full data, which is both slow and expensive. On the other hand, Walrus completely separates the coordination management and storage nodes of Sui, allowing validation nodes to avoid the data burden, with dedicated storage nodes handling large unstructured files like video and audio, maximizing efficiency. More importantly, it does not rely on mindless redundancy for security but uses erasure coding and a self-developed Red Stuff algorithm to achieve data recovery through mathematical probability, significantly reducing storage costs by several orders of magnitude. The short videos and audio in your dApp, even the AI model weights you might need to add later, can be stored cheaply and natively on a decentralized network, eliminating the need to secretly store large files on AWS while pretending to be decentralized. After hearing this, my friend’s eyes lit up immediately, stating that this is the kind of solid infrastructure that solves real problems, not just a flashy concept. I urged him to quickly test it out on the testnet to see the actual upload and retrieval speeds, as well as the data recovery capabilities during node fluctuations. This will definitely resolve the storage issue that has been a bottleneck. After all, for those working on Web3 applications, a solid storage solution like Walrus is truly a necessity. @WalrusProtocol #walrus $WAL {future}(WALUSDT)
Chatting with a friend who is doing Web3 development, he complained with a frown about being stuck in a dead end with decentralized social dApps due to storage issues. He tried various methods but to no avail: the cost of storing on L1 chains is ridiculously high, and large files like short videos and audio simply can't be handled; using IPFS solves the addressing problem, but there is no guarantee of data persistence, and obscure content can disappear just like that. Finding third-party storage services incurs extra costs and compromises the original intention of decentralization, leaving him in a real dilemma.

I immediately told him to quickly try Walrus, a storage solution developed by Mysten Labs, specifically designed to address this pain point, aimed at solving Web3 storage challenges. Other storage solutions are stuck on consensus, tying storage and node validation together, forcing all nodes to carry full data, which is both slow and expensive. On the other hand, Walrus completely separates the coordination management and storage nodes of Sui, allowing validation nodes to avoid the data burden, with dedicated storage nodes handling large unstructured files like video and audio, maximizing efficiency.

More importantly, it does not rely on mindless redundancy for security but uses erasure coding and a self-developed Red Stuff algorithm to achieve data recovery through mathematical probability, significantly reducing storage costs by several orders of magnitude. The short videos and audio in your dApp, even the AI model weights you might need to add later, can be stored cheaply and natively on a decentralized network, eliminating the need to secretly store large files on AWS while pretending to be decentralized.

After hearing this, my friend’s eyes lit up immediately, stating that this is the kind of solid infrastructure that solves real problems, not just a flashy concept. I urged him to quickly test it out on the testnet to see the actual upload and retrieval speeds, as well as the data recovery capabilities during node fluctuations. This will definitely resolve the storage issue that has been a bottleneck. After all, for those working on Web3 applications, a solid storage solution like Walrus is truly a necessity.
@Walrus 🦭/acc #walrus $WAL
The process of mortgage lending is the same, it's just the collateral that differs.
The process of mortgage lending is the same, it's just the collateral that differs.
Bitcoin has reached nearly 60% again, and valuable assets can be purchased. BNB is currently at 840, and this time reaching 1000 should not be a big problem, with 20% profit readily available. The current potential benefits are quite good, First: Bitcoin has entered the oversold zone, while gold has entered the overbought zone, with funds from precious metals flowing back into the crypto market, stabilizing Bitcoin, Second: 1 billion in funds has started to slowly purchase Bitcoin, with clear funds buying up the dip, Third: The Federal Reserve is about to change leadership, and the next person in charge is friendly towards Bitcoin, Based on these points, there is decent support in the short term, especially with this recent crash, where the total number of liquidations exceeded 200,000, but the liquidation amounts are only a few hundred million, so a rebound to ease the panic is quite normal, $BTC $BNB #贵金属巨震 $XAU {future}(XAUUSDT) {future}(BNBUSDT) {future}(BTCUSDT)
Bitcoin has reached nearly 60% again, and valuable assets can be purchased. BNB is currently at 840, and this time reaching 1000 should not be a big problem, with 20% profit readily available. The current potential benefits are quite good,
First: Bitcoin has entered the oversold zone, while gold has entered the overbought zone, with funds from precious metals flowing back into the crypto market, stabilizing Bitcoin,
Second: 1 billion in funds has started to slowly purchase Bitcoin, with clear funds buying up the dip,
Third: The Federal Reserve is about to change leadership, and the next person in charge is friendly towards Bitcoin,
Based on these points, there is decent support in the short term, especially with this recent crash, where the total number of liquidations exceeded 200,000, but the liquidation amounts are only a few hundred million, so a rebound to ease the panic is quite normal, $BTC $BNB #贵金属巨震 $XAU
This year marks a period of cooling for AI concepts, but VANRY has already completed a comprehensive layout, from technical architecture to ecological landing, from top-tier collaborations to infrastructure support, all aspects are fully prepared, now just waiting for the explosion of the AI + Web3 trend. Once it erupts, a minimum hundredfold return and a thousandfold impact are highly probable events. The current low market value of 18 million is the golden window period for laying out the AI-native infrastructure track. VANRY's partner matrix is deeply bound rather than superficial collaborations: on the computing side, partnering with NVIDIA, integrating top computing tools like CUDA and Tensor, thoroughly resolving the computing bottleneck for on-chain AI operations; on the payment side, collaborating with global giants Worldpay + BCW Group to open up fiat currency deposit channels in 146 countries, achieving seamless connection between Web3 and traditional finance; on the developer side, gathering over 20 leading partners to build a full-link empowerment system, while collaborating with EDW and Viva Games Studios in finance and gaming sectors, allowing technology to directly address real industry needs. Its ecological construction is solidly grounded, with no empty promises: the core AI-native five-layer architecture is fully launched, the unique on-chain inference engine and semantic memory layer fundamentally adapt to automated AI operations, cross-chain technology reserves are in place, just waiting for the best launch timing, and the core code has been professionally audited with no major security vulnerabilities throughout. The industry ecology covers multiple tracks such as gaming metaverse, financial PayFi, entity integration, DeFi, etc., with significant landing results; the infrastructure achieves near-zero Gas and decentralized storage, and mainstream exchanges have already launched, with ample liquidity; the developer community is active, forming a positive cycle of development - usage - incentives. Currently, VANRY has not yet exploded mainly because the development threshold for AI + Web3 has not yet become widespread, not an issue with the project itself. As AI technology becomes mainstream, automated AI applications will surely experience exponential growth. As a necessity, the demand for AI-native infrastructure will surge correspondingly. Backed by hardcore technology, top-tier collaborations, and a mature ecosystem, VANRY’s value is severely underestimated. When the trend arrives, the hundredfold and thousandfold value reassessment is just the starting point, @Vanar #vanar $VANRY {future}(VANRYUSDT)
This year marks a period of cooling for AI concepts, but VANRY has already completed a comprehensive layout, from technical architecture to ecological landing, from top-tier collaborations to infrastructure support, all aspects are fully prepared, now just waiting for the explosion of the AI + Web3 trend. Once it erupts, a minimum hundredfold return and a thousandfold impact are highly probable events. The current low market value of 18 million is the golden window period for laying out the AI-native infrastructure track.

VANRY's partner matrix is deeply bound rather than superficial collaborations: on the computing side, partnering with NVIDIA, integrating top computing tools like CUDA and Tensor, thoroughly resolving the computing bottleneck for on-chain AI operations; on the payment side, collaborating with global giants Worldpay + BCW Group to open up fiat currency deposit channels in 146 countries, achieving seamless connection between Web3 and traditional finance; on the developer side, gathering over 20 leading partners to build a full-link empowerment system, while collaborating with EDW and Viva Games Studios in finance and gaming sectors, allowing technology to directly address real industry needs.

Its ecological construction is solidly grounded, with no empty promises: the core AI-native five-layer architecture is fully launched, the unique on-chain inference engine and semantic memory layer fundamentally adapt to automated AI operations, cross-chain technology reserves are in place, just waiting for the best launch timing, and the core code has been professionally audited with no major security vulnerabilities throughout. The industry ecology covers multiple tracks such as gaming metaverse, financial PayFi, entity integration, DeFi, etc., with significant landing results; the infrastructure achieves near-zero Gas and decentralized storage, and mainstream exchanges have already launched, with ample liquidity; the developer community is active, forming a positive cycle of development - usage - incentives.

Currently, VANRY has not yet exploded mainly because the development threshold for AI + Web3 has not yet become widespread, not an issue with the project itself. As AI technology becomes mainstream, automated AI applications will surely experience exponential growth. As a necessity, the demand for AI-native infrastructure will surge correspondingly. Backed by hardcore technology, top-tier collaborations, and a mature ecosystem, VANRY’s value is severely underestimated. When the trend arrives, the hundredfold and thousandfold value reassessment is just the starting point, @Vanarchain #vanar $VANRY
The official launch of DuskTrade in 2026 marks a key milestone for Dusk Network in the realm of Real World Assets (RWA) - this is Dusk's first RWA application to be implemented, developed in deep collaboration with the Dutch compliant exchange NPEX, which holds full licenses for MTF, Broker, and ECSP. Together, they have created a compliant trading and investment platform specifically for tokenized securities, which will bring over 300 million euros worth of tokenized securities officially on-chain, providing a real and compliant vehicle for the integration of traditional financial assets and Web3. As a licensed exchange under the Dutch financial regulatory framework, NPEX's compliance qualifications have solidified the regulatory foundation for DuskTrade. Its mature experience in the issuance and trading of securities for small and medium-sized enterprises ensures that the entire process of issuance and trading of on-chain tokenized securities aligns with the regulatory requirements of traditional finance, completely overcoming the pain point of some RWA projects lacking regulatory endorsement. Dusk Network, on the other hand, provides unique technical support for DuskTrade, with its deeply cultivated privacy compliance underlying architecture, complemented by confidential smart contracts and zero-knowledge proof technology, ensuring automated compliance while protecting the privacy of transaction data. Additionally, the previously implemented zero-trust custody solutions and Chainlink oracle integration between the two parties ensure that the on-chain circulation of 300 million euros worth of tokenized securities is both safe and efficient. The core value of DuskTrade lies in transforming tokenized securities from concept to real implementation. The 300 million euros worth of assets being brought on-chain will break the liquidity barriers of traditional securities, enabling the fragmentation of asset ownership through blockchain technology, allowing small and medium investors to participate in securities investments previously limited to institutions. At the same time, leveraging the characteristics of on-chain transactions will facilitate efficient clearing and settlement of securities transactions, significantly reducing intermediary costs and process losses in traditional securities trading. Unlike some RWA projects on the market that only remain on-chain mappings, DuskTrade represents a deep integration of technology and compliance: Dusk's Web3 technology addresses the efficiency and privacy issues of asset on-chain, while NPEX's full licensing qualifications resolve regulatory and credit issues, with the combination enabling tokenized securities to genuinely possess the core attributes of 'compliant and tradable, with asset backing.' The launch of DuskTrade is not only an important leap for Dusk Network from technical layout to application implementation but also a key development in the compliant RWA landscape in Europe. @Dusk_Foundation #dusk $DUSK {future}(DUSKUSDT)
The official launch of DuskTrade in 2026 marks a key milestone for Dusk Network in the realm of Real World Assets (RWA) - this is Dusk's first RWA application to be implemented, developed in deep collaboration with the Dutch compliant exchange NPEX, which holds full licenses for MTF, Broker, and ECSP. Together, they have created a compliant trading and investment platform specifically for tokenized securities, which will bring over 300 million euros worth of tokenized securities officially on-chain, providing a real and compliant vehicle for the integration of traditional financial assets and Web3.

As a licensed exchange under the Dutch financial regulatory framework, NPEX's compliance qualifications have solidified the regulatory foundation for DuskTrade. Its mature experience in the issuance and trading of securities for small and medium-sized enterprises ensures that the entire process of issuance and trading of on-chain tokenized securities aligns with the regulatory requirements of traditional finance, completely overcoming the pain point of some RWA projects lacking regulatory endorsement. Dusk Network, on the other hand, provides unique technical support for DuskTrade, with its deeply cultivated privacy compliance underlying architecture, complemented by confidential smart contracts and zero-knowledge proof technology, ensuring automated compliance while protecting the privacy of transaction data. Additionally, the previously implemented zero-trust custody solutions and Chainlink oracle integration between the two parties ensure that the on-chain circulation of 300 million euros worth of tokenized securities is both safe and efficient.

The core value of DuskTrade lies in transforming tokenized securities from concept to real implementation. The 300 million euros worth of assets being brought on-chain will break the liquidity barriers of traditional securities, enabling the fragmentation of asset ownership through blockchain technology, allowing small and medium investors to participate in securities investments previously limited to institutions. At the same time, leveraging the characteristics of on-chain transactions will facilitate efficient clearing and settlement of securities transactions, significantly reducing intermediary costs and process losses in traditional securities trading.

Unlike some RWA projects on the market that only remain on-chain mappings, DuskTrade represents a deep integration of technology and compliance: Dusk's Web3 technology addresses the efficiency and privacy issues of asset on-chain, while NPEX's full licensing qualifications resolve regulatory and credit issues, with the combination enabling tokenized securities to genuinely possess the core attributes of 'compliant and tradable, with asset backing.'

The launch of DuskTrade is not only an important leap for Dusk Network from technical layout to application implementation but also a key development in the compliant RWA landscape in Europe. @Dusk #dusk $DUSK
Dusk: The blockchain does not pursue freedom but 'correctness'. Is this path the right one?In the current blockchain community, almost everyone is competing in one direction: who can make transactions faster, who can make asset circulation more free, and who can allow users to operate as they wish. But very few people have considered one question: if a transaction itself is non-compliant, and the person performing the operation has no authority, then what does it matter how fast or free it is? My original intention to study Dusk was to discover that it is an 'outlier' in this circle — it effortlessly makes assets freer, but instead focuses on one thing: ensuring that all asset circulation is based on the premise of being 'correct'. Here, 'correct' means compliance, having authority, and following rules, which happens to be the most core issue in real finance, and is also the lesson that most public chains inherently lack.

Dusk: The blockchain does not pursue freedom but 'correctness'. Is this path the right one?

In the current blockchain community, almost everyone is competing in one direction: who can make transactions faster, who can make asset circulation more free, and who can allow users to operate as they wish. But very few people have considered one question: if a transaction itself is non-compliant, and the person performing the operation has no authority, then what does it matter how fast or free it is?
My original intention to study Dusk was to discover that it is an 'outlier' in this circle — it effortlessly makes assets freer, but instead focuses on one thing: ensuring that all asset circulation is based on the premise of being 'correct'. Here, 'correct' means compliance, having authority, and following rules, which happens to be the most core issue in real finance, and is also the lesson that most public chains inherently lack.
存储层才是Web3大应用的真瓶颈,Walrus这次找对了方向重构dApp项目架构的这些天,我越做越清晰一个结论:Web3想要实现大规模应用,卡脖子的从来不是公链TPS,也不是Layer2扩容,而是被所有人忽视的存储层。这两年行业里所有人都在卷共识、卷交易速度,却没人解决最实际的问题:数据该怎么廉价、安全、持久地存下来?直到深挖了Walrus的技术文档,才发现Mysten Labs这次是真的抓住了Web3存储的本质问题。 相信做过开发的人都有同感,现在的Web3存储现状堪称鸡肋。L1公链的区块空间贵到离谱,以太坊上存几百KB的数据就要花掉数万美元,更别说视频、AI模型这种大文件;大家寄予厚望的IPFS,确实解决了内容寻址的问题,让数据能通过哈希快速找到,但激励层的缺失是硬伤,没有足够的奖励让节点愿意长期存储数据,冷门数据说丢就丢,最后还是得靠第三方Pinning服务续命,而这些服务一旦停运,数据就彻底没了。说白了,现在的存储方案要么贵到用不起,要么稳到靠不住,根本撑不起大规模的dApp落地。 更让人无奈的是,此前绝大多数存储方案都在走弯路。为了保证数据安全,要么让所有验证节点都存储全量数据,把共识和存储绑在一起,结果节点背着沉重的存储包袱,效率低、成本高,根本没法扩展;要么靠无脑堆砌冗余副本保安全,存一份数据要在十几个节点备完全相同的副本,复制开销动辄十几倍,存储成本直接拉满。这些方案都在“共识”上做文章,却忘了存储的核心需求:用最低的成本,实现数据的高可用和高持久,而不是靠堆资源的笨办法。 而Walrus的聪明之处,就在于跳出了这个思维怪圈,不搞花里胡哨的概念,而是从技术底层解决问题。它的两个核心设计,直接戳中了传统存储方案的命门。 第一个是纠删码+Red Stuff二维编码算法的组合,用数学概率代替冗余堆砌,真正做到了“低成本保安全”。简单说,它不是把完整文件复制多份存起来,而是将文件拆成若干数据分片,再生成少量校验分片,分散存在不同节点上。哪怕丢了部分分片,只要剩下的分片数量达标,就能通过算法还原出完整文件。更关键的是Red Stuff算法的优化,传统纠删码恢复数据时,需要下载近乎整个文件的内容,带宽成本极高,而Red Stuff作为二维纠删码,恢复时只需要下载丢失的那部分分片数据,还能实现网络的“自我修复”,节点波动、宕机都不影响数据可用性。这套组合下来,Walrus的复制开销仅4.5倍,比传统方案的十几倍冗余省了一大半成本,却能达到同等甚至更高的安全性。 第二个是协调层与存储层的彻底剥离,让专业的节点干专业的事。Walrus没有把存储和共识揉在一起,而是让Sui区块链负责协调管理、共识结算、节点选举这些事,把非结构化的大文件(Blob)存储,交给专门的存储节点来处理。Sui的验证节点不用再背负全量数据的包袱,专注提升共识效率;存储节点则专门做数据存储和检索,各司其职。这种架构设计,就像把物流公司的调度中心和仓库分开,调度中心管统筹,仓库管存储,效率自然比一锅烩高得多。而且Walrus还把数据变成了可编程的链上对象,智能合约能直接操作存储的数据,不是单纯的“存文件”,而是为dApp开发提供了数据层支持。 这两个设计带来的改变,对Web3来说是质变,尤其是对高频交互的dApp。在此之前,全链游戏、去中心化社交、AI+Web3这些赛道,都只是看似美好的概念,核心原因就是存储成本太高。想做全链游戏,高清的游戏素材、海量的游戏数据根本没法原生存到去中心化网络,最后只能把文件存到AWS S3,再把哈希上链,说是全链,实则还是中心化存储;想做去中心化社交,用户的视频、音频内容,存储和检索的成本高到根本没法商业化。而Walrus能让这些大文件以极低的成本,原生存储在去中心化网络上,成本直接降几个数量级,这些此前的“伪命题”,终于有了经济可行性。 当然,现在的Walrus还处于早期,我们不能只看技术设计,更要关注实际表现。对我来说,接下来最关键的事,就是去测试网跑一遍实际的上传和检索速度,看看在节点半诚实的假设下,数据恢复能力到底如何。毕竟Web3存储的核心,从来不是纸面上的技术参数,而是在网络压力、节点波动的真实环境中,能不能稳定做到“存得下、取得到、成本低”。更重要的是,它能不能解决行业一直以来的痛点——打通数据可用性(DA)和长期归档存储之间的模糊地带。此前的方案,要么只能保证短期的数据可用,要么能长期归档但检索效率低,而Walrus如果能兼顾实时的高可用和长期的持久性,那它就不只是Sui生态的利好,而是整个Web3行业的刚需。 Web3发展这么多年,我们见多了概念炒作,什么新赛道、新叙事层出不穷,却连最基础的基础设施都没做扎实。就像盖房子,不去打牢地基,反而拼命盖顶层,最后只能是空中楼阁。存储层就是Web3的地基,没有靠谱的存储方案,再牛的dApp、再炫的应用,都没有落地的可能。 Walrus的出现,让我看到了行业的另一种可能性:与其在红海里卷那些无关痛痒的参数,不如沉下心来解决核心痛点。它没有喊什么颠覆行业的口号,只是用纠删码、架构分离这些硬核技术,解决了存储层的实际问题。@WalrusProtocol #walrus $WAL {future}(WALUSDT)

存储层才是Web3大应用的真瓶颈,Walrus这次找对了方向

重构dApp项目架构的这些天,我越做越清晰一个结论:Web3想要实现大规模应用,卡脖子的从来不是公链TPS,也不是Layer2扩容,而是被所有人忽视的存储层。这两年行业里所有人都在卷共识、卷交易速度,却没人解决最实际的问题:数据该怎么廉价、安全、持久地存下来?直到深挖了Walrus的技术文档,才发现Mysten Labs这次是真的抓住了Web3存储的本质问题。
相信做过开发的人都有同感,现在的Web3存储现状堪称鸡肋。L1公链的区块空间贵到离谱,以太坊上存几百KB的数据就要花掉数万美元,更别说视频、AI模型这种大文件;大家寄予厚望的IPFS,确实解决了内容寻址的问题,让数据能通过哈希快速找到,但激励层的缺失是硬伤,没有足够的奖励让节点愿意长期存储数据,冷门数据说丢就丢,最后还是得靠第三方Pinning服务续命,而这些服务一旦停运,数据就彻底没了。说白了,现在的存储方案要么贵到用不起,要么稳到靠不住,根本撑不起大规模的dApp落地。
更让人无奈的是,此前绝大多数存储方案都在走弯路。为了保证数据安全,要么让所有验证节点都存储全量数据,把共识和存储绑在一起,结果节点背着沉重的存储包袱,效率低、成本高,根本没法扩展;要么靠无脑堆砌冗余副本保安全,存一份数据要在十几个节点备完全相同的副本,复制开销动辄十几倍,存储成本直接拉满。这些方案都在“共识”上做文章,却忘了存储的核心需求:用最低的成本,实现数据的高可用和高持久,而不是靠堆资源的笨办法。
而Walrus的聪明之处,就在于跳出了这个思维怪圈,不搞花里胡哨的概念,而是从技术底层解决问题。它的两个核心设计,直接戳中了传统存储方案的命门。
第一个是纠删码+Red Stuff二维编码算法的组合,用数学概率代替冗余堆砌,真正做到了“低成本保安全”。简单说,它不是把完整文件复制多份存起来,而是将文件拆成若干数据分片,再生成少量校验分片,分散存在不同节点上。哪怕丢了部分分片,只要剩下的分片数量达标,就能通过算法还原出完整文件。更关键的是Red Stuff算法的优化,传统纠删码恢复数据时,需要下载近乎整个文件的内容,带宽成本极高,而Red Stuff作为二维纠删码,恢复时只需要下载丢失的那部分分片数据,还能实现网络的“自我修复”,节点波动、宕机都不影响数据可用性。这套组合下来,Walrus的复制开销仅4.5倍,比传统方案的十几倍冗余省了一大半成本,却能达到同等甚至更高的安全性。
第二个是协调层与存储层的彻底剥离,让专业的节点干专业的事。Walrus没有把存储和共识揉在一起,而是让Sui区块链负责协调管理、共识结算、节点选举这些事,把非结构化的大文件(Blob)存储,交给专门的存储节点来处理。Sui的验证节点不用再背负全量数据的包袱,专注提升共识效率;存储节点则专门做数据存储和检索,各司其职。这种架构设计,就像把物流公司的调度中心和仓库分开,调度中心管统筹,仓库管存储,效率自然比一锅烩高得多。而且Walrus还把数据变成了可编程的链上对象,智能合约能直接操作存储的数据,不是单纯的“存文件”,而是为dApp开发提供了数据层支持。
这两个设计带来的改变,对Web3来说是质变,尤其是对高频交互的dApp。在此之前,全链游戏、去中心化社交、AI+Web3这些赛道,都只是看似美好的概念,核心原因就是存储成本太高。想做全链游戏,高清的游戏素材、海量的游戏数据根本没法原生存到去中心化网络,最后只能把文件存到AWS S3,再把哈希上链,说是全链,实则还是中心化存储;想做去中心化社交,用户的视频、音频内容,存储和检索的成本高到根本没法商业化。而Walrus能让这些大文件以极低的成本,原生存储在去中心化网络上,成本直接降几个数量级,这些此前的“伪命题”,终于有了经济可行性。
当然,现在的Walrus还处于早期,我们不能只看技术设计,更要关注实际表现。对我来说,接下来最关键的事,就是去测试网跑一遍实际的上传和检索速度,看看在节点半诚实的假设下,数据恢复能力到底如何。毕竟Web3存储的核心,从来不是纸面上的技术参数,而是在网络压力、节点波动的真实环境中,能不能稳定做到“存得下、取得到、成本低”。更重要的是,它能不能解决行业一直以来的痛点——打通数据可用性(DA)和长期归档存储之间的模糊地带。此前的方案,要么只能保证短期的数据可用,要么能长期归档但检索效率低,而Walrus如果能兼顾实时的高可用和长期的持久性,那它就不只是Sui生态的利好,而是整个Web3行业的刚需。
Web3发展这么多年,我们见多了概念炒作,什么新赛道、新叙事层出不穷,却连最基础的基础设施都没做扎实。就像盖房子,不去打牢地基,反而拼命盖顶层,最后只能是空中楼阁。存储层就是Web3的地基,没有靠谱的存储方案,再牛的dApp、再炫的应用,都没有落地的可能。
Walrus的出现,让我看到了行业的另一种可能性:与其在红海里卷那些无关痛痒的参数,不如沉下心来解决核心痛点。它没有喊什么颠覆行业的口号,只是用纠删码、架构分离这些硬核技术,解决了存储层的实际问题。@Walrus 🦭/acc #walrus $WAL
Why Plasma Became the Liquidity Black Hole for StablecoinsThe crash in the cryptocurrency market has always been a mirror that reveals the truth; either funds panic and withdraw from exchanges, clutching their wallets, or they flock to truly valuable safe havens. This time, however, the market has given an unusual answer: in 48 hours, $6.6 billion poured into Plasma at a pace that even surpassed the peak moments of Ethereum Layer 2. Many attribute this achievement to Aave—after all, this massive capital is mostly concentrated in the Aave V3 protocol on Plasma. But those with clear eyes know this is just the surface. As a leading DeFi lending protocol, Aave is deployed across dozens of chains such as Ethereum, Tron, and Arbitrum. So why did it specifically explode on Plasma? The answer is simple: Plasma is not just an ordinary public chain; it is the only dedicated container for stablecoins in the crypto market, precisely hitting the pain points of the industry like a liquidity black hole. Its success also teaches a lesson to the competitive public chain space: vertical focus is far more effective than all-encompassing competition.

Why Plasma Became the Liquidity Black Hole for Stablecoins

The crash in the cryptocurrency market has always been a mirror that reveals the truth; either funds panic and withdraw from exchanges, clutching their wallets, or they flock to truly valuable safe havens. This time, however, the market has given an unusual answer: in 48 hours, $6.6 billion poured into Plasma at a pace that even surpassed the peak moments of Ethereum Layer 2.

Many attribute this achievement to Aave—after all, this massive capital is mostly concentrated in the Aave V3 protocol on Plasma. But those with clear eyes know this is just the surface. As a leading DeFi lending protocol, Aave is deployed across dozens of chains such as Ethereum, Tron, and Arbitrum. So why did it specifically explode on Plasma? The answer is simple: Plasma is not just an ordinary public chain; it is the only dedicated container for stablecoins in the crypto market, precisely hitting the pain points of the industry like a liquidity black hole. Its success also teaches a lesson to the competitive public chain space: vertical focus is far more effective than all-encompassing competition.
VANRY: $18 million market value hides thousandfold potentialVANRY currently has a market value of only $18 million. Anyone with a discerning eye can see the potential for a thousandfold increase behind it, but the realization of this potential will not be a quick explosion; rather, it is likely to be a slow process of endurance. The core reason is simple: there are too few people currently using AI on-chain in practical scenarios. The on-chain AI sector is still in the early cold-start phase. There is considerable real market demand, but there are very few people with the technical skills, so we can only wait for more people to learn. Don't be fooled by the heated discussions in the AI sector every day; on-chain AI is being touted by various voices as a trillion-dollar market. However, most of the industry is still stuck at the stage of炒概念 (炒概念), showcasing demos, and discussing computing power narratives. There are very few individuals and companies willing to entrust core tasks like asset management and business decision-making to on-chain AI autonomously. In simple terms, the current on-chain AI lacks not flashy technical demonstrations but real usage demands. VANRY is currently stuck at this point; it's not that it hasn't done well itself, but rather that the overall market penetration hasn't caught up, similar to the initial phase when computers and mobile phones first emerged, which had an ice age. Now it is in that state.

VANRY: $18 million market value hides thousandfold potential

VANRY currently has a market value of only $18 million. Anyone with a discerning eye can see the potential for a thousandfold increase behind it, but the realization of this potential will not be a quick explosion; rather, it is likely to be a slow process of endurance. The core reason is simple: there are too few people currently using AI on-chain in practical scenarios. The on-chain AI sector is still in the early cold-start phase. There is considerable real market demand, but there are very few people with the technical skills, so we can only wait for more people to learn.
Don't be fooled by the heated discussions in the AI sector every day; on-chain AI is being touted by various voices as a trillion-dollar market. However, most of the industry is still stuck at the stage of炒概念 (炒概念), showcasing demos, and discussing computing power narratives. There are very few individuals and companies willing to entrust core tasks like asset management and business decision-making to on-chain AI autonomously. In simple terms, the current on-chain AI lacks not flashy technical demonstrations but real usage demands. VANRY is currently stuck at this point; it's not that it hasn't done well itself, but rather that the overall market penetration hasn't caught up, similar to the initial phase when computers and mobile phones first emerged, which had an ice age. Now it is in that state.
Lista DAO Collateralizes xSolvBTC: I Haven't Touched My Long-Term BTC Position and Have Also Captured the Benefits of the Bitcoin ETFOld Chen stared at the xSolvBTC in his wallet, his fingertips rubbing the screen—this was his asset after splitting BTC into liquid staking tokens, currently valued at 200,000 USDT, which not only retained the complete upside of BTC but also provided a staking dividend of 0.2% daily. Last week, when the news of the Bitcoin ETF approval came out, the BTC ecological mining pool project he had been watching opened early subscriptions. Calculating it, investing 120,000 USDT could yield three times the token rewards, but all his cash was locked in other DeFi investments, and the only liquid asset he had was the xSolvBTC worth 200,000. "Selling xSolvBTC would not only miss out on the long-term upward trend of BTC, but it would also cut off the staking dividends. If I wait until the mining pool project makes money to buy back, I would still lose on the premium of liquid staking." Old Chen squatted on the balcony smoking half a pack of cigarettes, and while scrolling through the Lista DAO support token list, he suddenly saw the update that "xSolvBTC has been integrated into the liquid staking BTC collateral pool."

Lista DAO Collateralizes xSolvBTC: I Haven't Touched My Long-Term BTC Position and Have Also Captured the Benefits of the Bitcoin ETF

Old Chen stared at the xSolvBTC in his wallet, his fingertips rubbing the screen—this was his asset after splitting BTC into liquid staking tokens, currently valued at 200,000 USDT, which not only retained the complete upside of BTC but also provided a staking dividend of 0.2% daily. Last week, when the news of the Bitcoin ETF approval came out, the BTC ecological mining pool project he had been watching opened early subscriptions. Calculating it, investing 120,000 USDT could yield three times the token rewards, but all his cash was locked in other DeFi investments, and the only liquid asset he had was the xSolvBTC worth 200,000.
"Selling xSolvBTC would not only miss out on the long-term upward trend of BTC, but it would also cut off the staking dividends. If I wait until the mining pool project makes money to buy back, I would still lose on the premium of liquid staking." Old Chen squatted on the balcony smoking half a pack of cigarettes, and while scrolling through the Lista DAO support token list, he suddenly saw the update that "xSolvBTC has been integrated into the liquid staking BTC collateral pool."
Lista DAO Collateralizing ANKR: I haven't sold the ecological node income token and have also established the on-chain node hosting service.Old Lin stared at the ANKR in his wallet, while the screen was flashing with notifications about node income being credited—this was the multi-chain node token he had been running for over a year, currently worth 80,000 USDT, earning a daily 0.3% staking dividend, and the ANKR ecosystem had just announced it would be integrating with the Ethereum Cancun upgrade, indicating long-term value appreciation. However, he had been preparing for half a year to launch an on-chain node hosting service, and finally secured three institutional clients. The server expansion, compliance filing, and operations team setup would require a startup capital of 60,000 USDT, and all his cash was invested in early equipment procurement; the only asset he could liquidate was the ANKR worth 80,000.

Lista DAO Collateralizing ANKR: I haven't sold the ecological node income token and have also established the on-chain node hosting service.

Old Lin stared at the ANKR in his wallet, while the screen was flashing with notifications about node income being credited—this was the multi-chain node token he had been running for over a year, currently worth 80,000 USDT, earning a daily 0.3% staking dividend, and the ANKR ecosystem had just announced it would be integrating with the Ethereum Cancun upgrade, indicating long-term value appreciation. However, he had been preparing for half a year to launch an on-chain node hosting service, and finally secured three institutional clients. The server expansion, compliance filing, and operations team setup would require a startup capital of 60,000 USDT, and all his cash was invested in early equipment procurement; the only asset he could liquidate was the ANKR worth 80,000.
Lista DAO Collateralizes SolvBTC.DLP to Borrow USD1: I Took Advantage of Fragmented BTC to Snatch the $40 Million Reward Pool from BinanceAkai held in his hand a SolvBTC.DLP worth 160,000 USDT, which was a fragmented liquid staking certificate obtained by splitting BTC. He could earn a staking dividend of 0.25% daily, and it could also rise with the price of BTC. He originally planned to hold it long-term. Until Binance announced a $40 million ecological reward pool—by depositing USD1 to participate in high-yield finance, he could share in the rewards, with an annualized return skyrocketing to 20%, which made him completely restless. He calculated a sum: if he directly sold SolvBTC.DLP for USD1, not only would he lose the staking dividends of BTC, but he would also have to bear the premium cost of buying back fragmented certificates, and he would miss out on the long-term upward trend of BTC. While he was struggling with this, he came across the announcement from Lista DAO: fragmented BTC certificates like SolvBTC.DLP could also be used as collateral to borrow USD1, with an interest rate of only 1.3%, and during the collateral period, the rising profits of BTC and staking dividends would remain intact.

Lista DAO Collateralizes SolvBTC.DLP to Borrow USD1: I Took Advantage of Fragmented BTC to Snatch the $40 Million Reward Pool from Binance

Akai held in his hand a SolvBTC.DLP worth 160,000 USDT, which was a fragmented liquid staking certificate obtained by splitting BTC. He could earn a staking dividend of 0.25% daily, and it could also rise with the price of BTC. He originally planned to hold it long-term. Until Binance announced a $40 million ecological reward pool—by depositing USD1 to participate in high-yield finance, he could share in the rewards, with an annualized return skyrocketing to 20%, which made him completely restless.
He calculated a sum: if he directly sold SolvBTC.DLP for USD1, not only would he lose the staking dividends of BTC, but he would also have to bear the premium cost of buying back fragmented certificates, and he would miss out on the long-term upward trend of BTC. While he was struggling with this, he came across the announcement from Lista DAO: fragmented BTC certificates like SolvBTC.DLP could also be used as collateral to borrow USD1, with an interest rate of only 1.3%, and during the collateral period, the rising profits of BTC and staking dividends would remain intact.
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