From AI, computing power to real on-chain demand, why have I recently started to seriously look at Vanar Chain again?
Recently, there has been a very obvious change in the market that has rarely been addressed.
There are still many hotspots:
Federal Reserve interest rates, soaring gold and silver prices, Bitcoin fluctuations, earnings reports from the seven giants of the US stock market, and the AI concept taking turns to appear.
But the attitude of capital has clearly changed.
No longer easily chasing highs, no longer blindly believing in 'grand narratives',
but instead starting to repeatedly ask one question:
Is this thing really being used by anyone?
It is precisely against this backdrop that projects like Vanar Chain have begun to become intriguing.
First, the market is cooling down, and the 'authenticity' of projects is being repriced.
If you look closely at the recent market, you will find a phenomenon:
• Emotional narratives have significantly shorter duration
• Projects that rely solely on slogans are quickly abandoned by funds
• Rather, projects that 'have clear positioning and actual implementation' are more likely to be retained
This is completely different from the early stages of a bull market.
When liquidity is no longer unlimited, the market no longer rewards 'imagination', but rather rewards 'executability'.
Vanar Chain is precisely a project that is clear in 'execution level'.
Secondly, what problem is Vanar Chain actually solving? (My personal understanding)
I don't want to use official language.
If I were to put it more straightforwardly, I would understand Vanar Chain like this:
It is not doing 'blockchain + AI concept stitching', but providing a chain that can run for native AI applications.
The difference between these two is very significant.
Many projects are:
• First comes the chain
• Again, rigidly applying AI narratives
But Vanar Chain's logic is the opposite:
• First consider the real needs of AI workloads
• Again, reverse engineering how the underlying architecture should be designed
Third, using a chart to see the differences between Vanar Chain and most projects
This is also why I feel it doesn't look like a 'hot project', but more like 'infrastructure'.
Fourth, why is it 'counter-cyclical' with current hotspots?
When we look at several current hotspots together, they can actually form a line:
• The Fed has been slow to cut interest rates → liquidity is cautious
• Gold and silver are rising → funds are on the defense
• AI continues to explode → the real demand for computing power and infrastructure exists
• The crypto world is highly fragmented → funds begin to pick 'those that can survive'
In this environment, Vanar Chain's positioning seems reasonable:
• Not relying on emotional surges
• Not chasing short-term hotspots
• Focus on 'if AI really runs on the chain, what will be needed'
This is not a stimulating project, but it aligns very well with a structural market.
Fifth, the one point I personally value most about Vanar Chain (very subjective)
To say something very real.
The problem in the crypto world now is not 'lack of technology'.
But the distance between technology and real needs is too far.
Vanar Chain gives me the feeling that:
It is at least seriously considering a question—
If AI applications really scale onto the chain, will this chain collapse?
rather than:
If the coin price rises, how do we explain it?
These two starting points determine how far a project can go.
Sixth, how will I distinguish between short-term and long-term?
I won't treat Vanar Chain as a short-term emotional indicator.
• Short-term: not necessarily outperforming the hottest concepts
• Mid-term: depends on the ecosystem and cooperation advancement
• Long-term: depends on whether AI applications really explode on the chain
But in the current phase where 'funds are starting to be cautious',
I prefer to focus on projects with clear underlying logic that do not rely on hype to survive.
Written at the end
Different phases of the market tend to favor different projects.
• When emotions are fervent, narratives are the most important
• When volatility arrives, structure is the most important
Vanar Chain may not be that kind of
'The project that makes you want to rush in at first sight',
But it might be that kind of
Looking back, I realized that there were already existences standing in the right position long ago.
And what truly changes the landscape,
is often not the loudest one.
