Alice-007-凌凌七

Don't be blinded by the 'Google partnership', let's dig into the true nature of Vanar
To be honest, I first became interested in @vanar purely because I saw news about its partnerships with Google Cloud and NVIDIA on Twitter. As retail investors, we are always both excited and cautious about such 'big leg-hugging' news, after all, the crypto space not only produces myths but also 'PPT partnerships'.

I specifically went through their documentation and on-chain data. Vanar has been rebranded from the previous TVK brand, which is actually a double-edged sword. The good part is that the team hasn't run away, they've swapped the ERC-20 token for the current mainnet coin $VANRY , and they're still actively working; the downside is that the historical baggage of the old project is somewhat heavy. However, one thing I agree with is that their current positioning is very vertical—primarily focusing on L1 public chains in the entertainment and gaming sectors. In today's market environment, it's difficult for generic public chains to survive; only those like Vanar that are targeting traditional giants in Web2 (like game and metaverse developers) have a bit of differentiated competition.

From a technical perspective, the low cost and high speed that Vanar emphasizes are actually prepared for traditional applications with massive users. I tried operating it, and the compatibility with EVM is very user-friendly for those of us accustomed to using MetaMask, as there's no need to relearn. Moreover, their main selling point of 'green blockchain' may seem a bit abstract in the crypto space, but it's precisely the metric that large compliant funds from Europe and America pay close attention to.

Looking at the token model, the current circulation and market cap comparison, compared to those new public chains with market caps reaching tens of billions, the profit-loss ratio of $VANRY is still quite acceptable. But there are risks; currently, there aren't enough native blockbuster applications in the ecosystem, and it's mainly relying on B-end partnership news to keep expectations high. If one or two million-level user games can really run on it in the future, then this logic will be fully validated. At the current price level, I think it's more suitable to build positions in batches during a pullback rather than mindlessly going all in, as infrastructure construction backed by big companies cannot be realized overnight.

@Vanarchain $VANRY #vanar

Everyone is shouting RWA, why has only Dusk truly addressed the "unspeakable difficulties" of institutions?
To be honest, the RWA sector has been discussed for several years, but I've always had a question: would a giant like BlackRock really expose their own balance sheets on Ethereum for competitors to see? Obviously not. This is the core logic behind my optimism for @dusk_foundation — it's not just about pure privacy, but about solving "privacy under compliance requirements". This may not sound sexy to retail investors like us, but it is a necessity for institutions.

I specifically went to review their white paper and recent announcements; Dusk's approach is very "rigid". While other public chains are busy chasing trends, they are focused on compliance and privacy layers. The identity system called Citadel essentially allows institutions to pass KYC without exposing their sensitive information to the entire network. This is crucial because it directly facilitates the last mile of traditional finance entering the crypto world. Currently, the price hovers around $0.11; although it doesn't match the explosive potential of some lesser projects, this fundamental-based bottom actually makes me feel more secure.

In terms of team background, Dusk has been deeply rooted in Europe, closely collaborating with legitimate entities like NPEX Exchange and Quantoz, clearly not a ragtag team looking to make a quick buck. I checked their token model, with a total supply of 1 billion, and not only is there no chaotic issuance, but they have also implemented a 36-year long linear release. This is quite friendly to the secondary market, meaning there won't be a massive early institutional sell-off; although the rise is slow, it is steady.

What do retail investors fear the most? They fear that the project team lacks technical strength and simply rides the wave. However, Dusk's mainnet has been running for over a year, and they even conducted a DuskDS upgrade at the end of last year, with technology continuously iterating. In my view, Dusk now resembles the faint light before dawn; although not blinding, once the floodgates for compliant RWA truly open, this well-prepared project will undoubtedly be in the first tier. My personal suggestion is not to expect to get rich overnight; treat it as a "defensive midfielder" in your portfolio, accumulate on dips, and hold long-term, as it is likely to outperform inflation.

#Dusk $DUSK @Dusk

Everyone is talking about stablecoin payments, but is Plasma really creating a scheme or breaking one?

Following Plasma is a result of being fed up with the high Gas fees for USDT transfers on Ethereum and Tron, leading to the discovery of this public chain that claims to be 'born for stablecoins.'

Track/Positioning: It is a Layer 1 focused on stablecoins, not dealing with NFTs or meme coins. The core feature is zero fees for USDT transfers, allowing transfers without holding $XPL , making it friendly for newcomers.

Technology/Highlights: The core is the Paymaster mechanism, where the project/app pays for Gas, ensuring instant transfers with no loss; compatible with EVM, tools from the Ethereum ecosystem can be migrated directly with very low cost.

Team/Background: The team is low-profile, but is associated with Bitfinex, Tether, and investors like Peter Thiel, ensuring funding and market-making capabilities, not a speculative project.

Token Model: Current price is about $0.11, which has significantly dropped from a high of $1.69. The total supply of $XPL is 10 billion, with over 2 billion in circulation. Large unlocks in July and September this year have led to obvious selling pressure in the secondary market, so don’t be misled by the notion that 'a sharp drop is a good sign.'

Strengths and Weaknesses: Strengths include a necessary track, backing from leading institutions, and an excellent transfer experience; weaknesses involve a thin ecosystem, mainly focusing on transfers, and concentrated institutional holdings that can lead to price dumps.

Future Prospects: There are plans to launch the Plasma One debit card, supporting direct consumption of USDT. If realized by 2026, it will address critical withdrawal pain points in the crypto world, becoming a core competitive advantage.

Personal Opinion/Operational Advice: The current price is low, but I do not recommend going all in. A small amount of capital with light positions for speculation is advisable. Focus on the unlocking and ecosystem implementation in the second half of the year; it’s not too late to add positions later. Don’t chase high prices; just place low-price orders.

Do you think this payment public chain still has potential? Let’s discuss in the comments.

@Plasma $XPL #plasma

All the土狗 in the Sui ecosystem are rushing, but I have my eyes on this Walrus that focuses on storage.
To be honest, the Sui ecosystem has indeed surged recently, but compared to those MEMEs that increase tenfold in a day, I prefer to dig up something with fundamental value, and in doing so, I discovered the Walrus from Mysten Labs itself. As we all know, decentralized storage is an old track, with Filecoin in front and Arweave behind, but this Walrus is indeed a bit different.

I took a look at their white paper, and my biggest impression is that they want to solve the problems of "expensive" and "slow." Currently, storing small images and NFT metadata on public chains is too expensive, while Walrus has developed a coding technique called "Red Stuff." In simple terms, it shatters data and throws it across different nodes; even if part of the nodes go down, the data can still be quickly reconstructed. This is essential for future projects that aim to build on-chain games or decentralized social networks.

I also checked their testnet data, and the current Blob storage capacity is growing quite fast. The node response speed feels smoother compared to established storage projects. For us small investors, what we care about most is whether the token $WAL can hold its value. $WAL here is not only the fuel for paying storage fees but also involves node staking and governance, a typical utility token. Moreover, since it is backed by Mysten Labs, we don't need to worry much about it running away; the technical foundation is solid.

However, what retail investors fear most is high valuation and low circulation. Although the technology looks impressive now, a common problem in the storage sector is significant selling pressure in the early stages, as miners need to recoup their investments. My strategy is to watch its practical applications; if large games on Sui start using Walrus to store data on a large scale, that would be the best signal to enter. The current market is not lacking in storage; what is lacking is user-friendly storage. As long as Walrus can bring over the smooth experience of Web2, this story can be told well.

@Walrus 🦭/acc $WAL #Walrus

Silver performs a 'roller coaster', is this rebound just a flash in the pan?

Today, silver experienced a 'V-shaped' rebound, with prices rising from an intraday low of 75.58 to 87.08, an intraday increase of nearly 14.5%, marking a relatively strong performance in recent times.

From the 1-hour chart, the current price has surpassed the 7-hour and 25-hour moving averages, indicating a short-term bullish momentum. However, the 99-hour moving average is still turning downward, suggesting that medium-term pressure remains. Although trading volume has increased during the rebound, whether it can be sustained is in question.

Market sentiment is currently quite contradictory; on one hand, there is support from safe-haven demand, while on the other hand, it is influenced by expectations of Federal Reserve policies, causing prices to fluctuate. This up-and-down market presents both opportunities and risks for short-term traders. For a more cautious approach, it may be wise to wait for clearer trends before taking action.

In the short term, resistance can be watched in the 88-90 range, while support is seen at the 82-84 moving average levels. In the current volatile pattern, chasing highs or bottom fishing can easily lead to losses, so controlling position size and managing risk is key. $XAG

Refusing to be an island, can Vanar join forces with Base to break the liquidity deadlock?

To be honest, when I recently saw Vanar announce its expansion to the Base chain, my first reaction was: this is the right path. In an era of rampant public chains, going solo as an independent L1 is extremely difficult; everyone is competing for existing funds. Instead of building in isolation, it's better to go to the place with the most abundant liquidity to grab a share. Base, backed by Coinbase, has the top-level traffic entrance of Ethereum L2. Clearly, Vanar does not want to be an isolated island anymore but is trying to bring outside money in through cross-chain interoperability.

For retail investors, looking at Vanar is essentially about whether it is a pure AI chain. In the race, it has a clear positioning: to build AI-native infrastructure, not to awkwardly fit an AI shell onto an old chain. The technical highlights of this project lie in its genuine understanding of developers. EVM compatibility means that applications on Ethereum can be seamlessly migrated, and with the addition of cross-chain support from Base, the barriers for cross-chain assets are significantly lowered. For tech novices, all you need to know is that in the future, money on Base will be able to flow more conveniently into the Vanar ecosystem for AI mining or interaction, which is enough.

On the team side, it has come from the Virtua brand reshaping and has been making moves, whether it's collaborating with NVIDIA or planning cross-chain layout; their execution ability is unquestionable. Looking at the token model, although the circulating supply is large, the price around 0.008 USD for $VANRY and a market cap of only about 15 million USD is a serious undervaluation for an L1 with actual technical output. Of course, the advantages and disadvantages are also very clear: the advantage is hardcore technology and forward-thinking narratives; the disadvantage is the current lack of on-chain activity, with most retail investors still holding back, failing to form a flywheel effect.

In terms of landing prospects, if this cross-chain can successfully capture the overflow funds from Base, even if it's just a small portion, it would be a huge pump for the current Vanar. My personal operational advice is to take advantage of the market not fully reacting yet; gradually building positions is a good choice. After all, in the AI race, projects with real substance will eventually be discovered by funds. Retail investors are most afraid of chasing high, and now, during this grinding bottom period, is actually a good time for us to ambush.

@Vanarchain $VANRY #vanar

Don't be fooled by the name; this is not the antique you think it is.
To be honest, when I first saw the @plasma project pushed in front of me, I almost swiped away immediately. I was wondering why the Ethereum scalability solution that Vitalik didn't succeed with in 2017 was being brought out again for a second round? Later, I patiently flipped through the white paper and Twitter, only to find that it was completely different. The biggest fear for retail investors is to take things at face value; this Plasma is a brand new Layer 1 public chain, with no relation to the scalability plan from back then or the previous DeFi project Plasma Finance.

Simply put, this chain is aimed at payments and stablecoins. What do we usually find most annoying about transfers? We have USDT in hand but no ETH or TRX for Gas fees, resulting in an inability to transfer. The biggest technological highlight of Plasma is that it supports paying Gas directly with stablecoins, and even in some scenarios, transfers can be made without Gas fees. This is very appealing to us small investors, after all, no one wants to buy some public chain tokens just to pay for a transfer of a few dozen dollars.

However, I looked at the background, and although the team hyped the technology in the white paper as very hardcore, with concepts like instant finality, and even some shadows of Tether and its affiliates, I really didn’t understand this naming strategy. In today's rapidly changing narrative of the industry, choosing a name that is the same as a well-known old concept creates a lot of interference information in searches, which is extremely unfriendly to new users. Currently, its positioning is very clear: it aims to be the Visa on the chain, specifically serving the payment track. For those who want to invest, my advice is not to rush into it; first, experience the smoothness of transferring without the need to buy native tokens on the chain, and figure out the product logic before taking action. After all, in the crypto space, having good technology is one thing, but being able to carve out a place in this market of existing competition is another matter.

@Plasma $XPL #plasma

Since everyone is shouting RWA, let's take a look at this slow but steady old project. To be honest, in a market where there’s a hot topic every day, those who still focus on Dusk are either long-term holders who have been stuck for years or are looking for something genuine outside of the BlackRock narrative in the RWA track. With a price around $0.15 and a market cap in the tens of millions, it actually feels interesting.

This project has been around for five or six years, and only launched its mainnet this January. It should have been criticized for efficiency long ago, but the fundamentals are solid. Dusk is not a chain for launching meme coins; it is specifically designed for financial institutions to move stocks, bonds, and other assets onto the blockchain. While everyone shouts RWA, most are merely capital projects, but it remains committed to compliance.

Without going into the technical details of the Piecrust virtual machine, it is enough to know that it is the first zero-knowledge proof virtual machine. Retail investors just need to understand that institutions are most afraid of having all their books open and unclear counterparties. Dusk's Citadel protocol happens to address this, providing compliance certification without exposing information, which is a prerequisite for Wall Street's entry.

The team consists of meticulous Europeans, unlike other project teams that hype on Twitter. They are collaborating with the Dutch NPEX exchange, with hundreds of millions of euros in assets being realized. After the mainnet launch, the staking returns were revealed, based on real business gas consumption; this is the true deflationary logic.

The advantages and disadvantages are clear: the track is precise, compliance and privacy are necessities, and the low market cap makes it easy to pump; however, the progress is too slow, marketing is lacking, and there are no major influencers promoting it.

If you want to double your investment in a few days, don't get involved; playing with memes is more suitable. If you want to position yourself for infrastructure that can accommodate compliant European funds, the current price-performance ratio is extremely high. I plan to allocate part of my position as savings, betting on its compliance moat.

@Dusk $DUSK #Dusk

Sui's beloved child Walrus, is it a new story in the storage track or just reheated leftovers?
To be honest, recently the Sui ecosystem has been rising so rapidly that I stumbled upon Walrus. At first, I thought this was just another project under the guise of decentralized storage to make money, as it’s quite challenging to surpass giants like Filecoin and Arweave in this space. However, after reviewing the white paper and technical documentation, I found that Walrus is indeed somewhat different. It doesn’t focus on the hard concept of permanent storage but rather on solving more practical issues of "large file transfer and cost".

In simple terms, Walrus is a project personally handled by the Mysten Labs team, which is basically the original team of Sui. This alleviates the common concern for retail investors about the "team running away" risk, as the background is indeed solid. Technically, they have come up with an encoding mechanism called “Red Stuff,” which, in layman's terms, means that the data is fragmented and stored, allowing for rapid recovery even if some nodes go down, without needing to store so many copies. For us small investors, the most intuitive feelings are affordability and speed.

Now everyone is looking at the token model of $WAL . Although it has not yet formally circulated for trading, based on the data from the testnet, it’s mainly used to pay for storage fees and node staking. If NFTs and games on Sui explode in the future, all images and video resources will have to be stored on Walrus, and the demand will be visibly significant.

However, there are also risks; the slow implementation of the storage track is a common issue, and currently, the secondary market is very picky about infrastructure projects. If one is not optimistic about Sui's subsequent explosion, then Walrus's ceiling will also be limited. My personal operational advice is not to treat it as the next FIL to gamble on, but rather to view it as a high-yield leverage investment in the Sui ecosystem. Once the mainnet is launched, it will be crucial to see if Binance can be the first to launch it, as that will be the moment of truth for survival.

@Walrus 🦭/acc $WAL #Walrus

Silver below 50? You are the one dreaming first
$XAG