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VOLATILITY KING
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Infrastructure as Adoption Strategy: Vanar's Actual Thesis 🏗️
So I fell down a Vanar rabbit hole yesterday and their whole thesis is kinda backwards from what everyone else is doing—and I mean that as a compliment.
Most chains are like "build it and they'll come." Launch a fast blockchain, pray developers show up, hope users follow. It's the Field of Dreams approach and honestly? It rarely works.
Vanar's flipping the script. Their thesis—and this is straight from their docs—is that infrastructure *is* the adoption strategy. Not a prerequisite for it. Not separate from it. The actual strategy itself.
Here's what I mean: instead of building tech and then figuring out who wants it, they're starting with real use cases (gaming, entertainment, brands) and reverse-engineering the infrastructure those users actually need. Lower fees? Built in. Fast finality? Obviously. But also—and this part's clever—cultural bridges that make Web2 brands comfortable migrating over.
(I know, "cultural bridges" sounds like consultant-speak, but stay with me.)
They're not asking Coca-Cola or some game studio to learn Solidity and figure out gas optimization. They're building the pipes so those companies can just... use blockchain without knowing they're using blockchain.
Is it sexy? No. Is it probably the only way we get actual normie adoption? Yeah, probably.
What nobody tells you about infrastructure plays is they're boring until suddenly they're not. Roads and sewers don't trend on Twitter—until your city can't function without them.
Vanar's betting big that boring infrastructure wins. And honestly? They might be right.
Time will tell though 🤷
$VANRY
#vanar
@Vanarchain
So I fell down a Vanar rabbit hole yesterday and their whole thesis is kinda backwards from what everyone else is doing—and I mean that as a compliment.
Most chains are like "build it and they'll come." Launch a fast blockchain, pray developers show up, hope users follow. It's the Field of Dreams approach and honestly? It rarely works.
Vanar's flipping the script. Their thesis—and this is straight from their docs—is that infrastructure *is* the adoption strategy. Not a prerequisite for it. Not separate from it. The actual strategy itself.
Here's what I mean: instead of building tech and then figuring out who wants it, they're starting with real use cases (gaming, entertainment, brands) and reverse-engineering the infrastructure those users actually need. Lower fees? Built in. Fast finality? Obviously. But also—and this part's clever—cultural bridges that make Web2 brands comfortable migrating over.
(I know, "cultural bridges" sounds like consultant-speak, but stay with me.)
They're not asking Coca-Cola or some game studio to learn Solidity and figure out gas optimization. They're building the pipes so those companies can just... use blockchain without knowing they're using blockchain.
Is it sexy? No. Is it probably the only way we get actual normie adoption? Yeah, probably.
What nobody tells you about infrastructure plays is they're boring until suddenly they're not. Roads and sewers don't trend on Twitter—until your city can't function without them.
Vanar's betting big that boring infrastructure wins. And honestly? They might be right.
Time will tell though 🤷
$VANRY
#vanar
@Vanarchain
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