Vanar Chain is an AI-native, EVM-compatible Layer-1 blockchain designed specifically for PayFi, on-chain AI agents, and real-world assets (RWA).
The project was rebranded by Virtua (TVK) at the end of 2023, currently has a market capitalization of approximately $14.89 million, and an FDV of about $18.20 million. Its core innovation lies in a five-layer AI-native architecture, particularly the Neutron semantic compression and Kayon AI inference engine, aimed at upgrading Web3 applications from 'programmable' to 'intelligent'.
Key conclusion: Although the technical architecture is quite forward-looking and has established partnerships with traditional financial giants like Worldpay, the on-chain ecosystem is very inactive (TVL only $1.43 million), and token holdings are highly concentrated (the top ten addresses account for over 60%), coupled with the recent delisting of several trading pairs, indicating that the project is still in an early high-risk stage.
Users holding usd1 must transfer to the contract account!!!!
Do not open orders, do not use usd1 for wealth management (8%)!!
You can enjoy an annualized return of 28% without opening an order (for one month) (see figure 1) (even higher, this is the information gap)
Currently, the annualized return for usd1 wealth management on Binance is 8%, and if all usd1 holdings are not used for wealth management, the annualized return is 14.32%
Data from Arkham @Arkham (see figure 2): Current total amount of USD1 = 4.736B
Weekly 1kwu reward, calculating the current annualized return = 14.32% (most people will use usd1 for wealth management, thus missing out on this yield)
If half of the people store usd1 in wealth management (8%), the annualized return for holding usd1 would be 28.64%, the more people in wealth management, the higher the annualized return for holders
Action: Transfer money to the contract/leverage account (20% bonus), the spot account has no bonus
Notes: Turn off the automatic subscription function for idle balance wealth management
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Recently, many people have said that the era of copycats has arrived, but the ones that have really surged are just a few.
Some recent surging copycats: pippin, beat, rave, night, light (the Shenzhen trader crashed from $4.8 to $1 last night) folks (dropped from $48 to $4.8), this is still being continuously unlocked.
The reality is that liquidity is poor, the trader is desperately pushing the price up, retail investors are not buying and are shorting, then getting liquidated.
Finding a benchmark is like searching for a golden dog in a garbage heap, it's harder than panning for gold in dung. Take a break, really not playing anymore.
Community-led: 40% allocated to the community, with a 4-year linear unlock, reflecting a long-term construction orientation
Team/Advisor Lockup: Team (8%) and advisors (15%) both have a 12-month cliff period, in line with industry standards
Initial Liquidity: Approximately 12-13% unlocked at TGE (liquidity 7% + airdrop 5% + foundation/marketing each 1%)
Basically consistent with the current 16.05% circulation
Marketing Flexibility: 10% of the marketing budget will be released within 9 months to support early promotion needs
Short term currently only (2025-2026):
Monthly unlocking rate: Approximately 0.5-1% (mainly from the linear release of community, foundation, and marketing)
The market makers are still pushing the price, it's not recommended to play with contracts now. If you stop playing contracts, the market makers will naturally withdraw, haven't you noticed? Every time the fee returns to normal, they start to lure you to short.
阿饱
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The market is poor, let me analyze it for you. Recently, the strong coins are beat, folks, and pippin.
Only do analysis, do not open positions; all three charge a fee every hour.
Folks has already receded; its current market cap is 88M, and TVL is currently 86M, which can be considered a return to value. The major player has run, and after pushing the market cap up once, they have exited.
An immature thought: folks will continue to decline, but the fees are too high, so don't play.
Beat mainly has little circulating chips, and retail investors are not buying anymore; the price is unlikely to go up (current market cap is 3.82 billion).
For beat to return to 3.5: at least 30M in funds is needed to pump it (with retail participation).
Pippin is watching whether foreigners will buy; the price is also difficult to climb (current market cap is 3.89 billion).
These two major players are grinding the shorts.
Currently, beat and pippin are very popular, so a significant drop is unlikely, as they could easily be identified by BN and OK as market manipulation (sharp rises and falls), and may be subject to investigation and fines.
For example, the previous MMT, COAI, AIA.
Contracts are just tools; humans have desires.
Even if you are a genius: the strategy is correct, it is still difficult to strictly follow the strategy (the inherent flaws of humanity).
The market is poor, let me analyze it for you. Recently, the strong coins are beat, folks, and pippin.
Only do analysis, do not open positions; all three charge a fee every hour.
Folks has already receded; its current market cap is 88M, and TVL is currently 86M, which can be considered a return to value. The major player has run, and after pushing the market cap up once, they have exited.
An immature thought: folks will continue to decline, but the fees are too high, so don't play.
Beat mainly has little circulating chips, and retail investors are not buying anymore; the price is unlikely to go up (current market cap is 3.82 billion).
For beat to return to 3.5: at least 30M in funds is needed to pump it (with retail participation).
Pippin is watching whether foreigners will buy; the price is also difficult to climb (current market cap is 3.89 billion).
These two major players are grinding the shorts.
Currently, beat and pippin are very popular, so a significant drop is unlikely, as they could easily be identified by BN and OK as market manipulation (sharp rises and falls), and may be subject to investigation and fines.
For example, the previous MMT, COAI, AIA.
Contracts are just tools; humans have desires.
Even if you are a genius: the strategy is correct, it is still difficult to strictly follow the strategy (the inherent flaws of humanity).
Recently, a certain KX wallet introduced an interesting feature that allows you to see the average selling and buying prices of the top 100 addresses holding coins.
The top 100 holders of beat and pippin: only buy, never sell, how funny.
This is a strong manipulation, the fees trap you, and the contracts cut you.
The average buying price of beat is 0.501, and the average selling price is 0.298.
The average buying price of pippin is 0.105, and the average selling price is 0.083.
The manipulation of beat is stronger than that of pippin.
Let's review the logic behind this wave of increase for folks. Luckily, I cut my losses early.
At that time, I felt that for traditional DeFi, its TVL was only 7k, how could it support a market value of 100 million? (Currently, the circulating market value has reached 520 million)
I personally think there are two main reasons for this round of folks' increase (the significant explosion occurred on the 13th, a large number of Chinese people entered the market)
1. Mainly foreigners are playing; foreigners are holders, and the airaa platform is sharing the base of folks (the last one was river)
2. Folks are recruiting ambassadors, helping to promote the explosive growth of folks
This wave was mainly driven by the Chinese community entering the market, congratulations to everyone who made money, but be wary of risks.
I predict that the development of the folks project will be similar to river, entering a prosperous period
$folks
阿饱
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Recently, the frequency of opening orders has increased, and I keep reminding myself not to trade contracts.
However, in this market, waiting for the coin to rebound is really good (small positions earn enough for a meal).
I am not making any investment suggestions.
For example, last night I mentioned beat (closed a position).
For example, because I staked 5000 kaito for cysic's airdrop, it has been closed.
For example, the TVL is only 98 million, but the market cap is 138 million for folks.
For example, bob, who pumped on bithumb.
I also shorted pippin, made 16 dollars, but was charged 360 dollars in fees, stupid pippin's operators.
Once again, I just think this market is good for shorting, sharing my positions, not making any investment suggestions.
Is the bull market returning? I hope this trend can last for half a month to a month, otherwise, once the coins are issued, it will be another dump. Who can withstand that?
Let me talk about my recent operations. I have a lot of Bitcoin and Ethereum, but I haven't recouped my investment yet.
Today, I set up grid trading with mon, shorted pippin, and made a small short position, currently at a loss, should be fine.
The mega IPO model has come out, feeling that megaeth @megaeth_labs is really greedy
Directly going for an auction, auctioning off 1.86 million pieces at once, small investors have nothing to do with it, the probability of picking up leaks personally feels extremely low
(Prediction is that it has basically been capped to the maximum price, small investors who want to participate can pool their money)
Anyone who has previously used the bn wallet to play memerush can participate in the new listing of fourmeme, or other wallets that previously charged fourmeme's土狗 can also try.
Order number: can be filled with 50-500usd1
Operating process: 1. Open the bn wallet, find the page, and click on the fourmeme official website.
2. Enter the event page: Click on the menu bar on the far right to enter the event page, the first item on the project list is it, if your score is greater than 40 points, you can participate, just exchange usd1 to recharge!!
1. Binance led a $5 million seed round prediction market Opinion ⁒ @opinionlabsxyz, early stage, opened the market for trading
Fill in your email to join the whitelist app.olab.xyz/home
Trading will open soon, bonus points airdrop
2. brevio @brevis_zk currently has some simple tasks, retweet, like, and check in daily
Mainly led by bn and polychain, being pressed by these two companies, sigh, it's really not a pleasant feeling, the founder is Dong Mo, Dong Mo, be nice to me
Using the link can earn an extra 200 points, referring someone earns 200 points
Almost forgot about the megaeth @megaeth_labs new listing, only ten days left!! I ran through the whole process myself and I'm here to write a tutorial.
The project is about to start the new listing, but I found that many friends got stuck at the KYC step. Tonight, I successfully submitted using my own method, which is a combination of 'passport + Hong Kong address proof'. After successfully submitting, it shows the region as Hong Kong, and it works in practice. Let's take the opportunity to share my practical experience with everyone. 👇
📌 Step 1: New Listing Registration
It is recommended to enable the Hong Kong node throughout the process and complete the registration through the official entrance below. During the process, you need to bind Sonar, which will redirect to the Echo platform.
Registration link: http://token.megaeth.com
First link your wallet, after registering Echo, it will show x, dc, and GitHub. If possible, you can buy a good GitHub account; those who know, know.
Bind X (Twitter), Discord, and GitHub; in the future, it may assess multi-platform activity like Legion.
📌 Step 2: Register Echo and Complete KYC
After registering Echo, go to the Echo homepage, follow the prompts to install the authenticator, select the region (this step is a bit hard to find) Hong Kong, then fill out a simple questionnaire, and then move on to the upload stage:
Passport information page
Scan with your phone for face recognition (use Google Chrome, need to log in again)
Address proof (key point), upload the address generated by the following tool
For address proof, I used this online generation tool, costing 2U or Alipay 15r to generate a compliant Hong Kong address proof; pay attention to the image format for uploading (the email contains image format details):
Use the English name on your passport, and the address can be generated randomly. Of course, you can also Photoshop it yourself, but I tried this tool, and it passed on the first attempt. Super useful.
After uploading, the page will quickly show verification success. Then go back to the new listing page and click 'MANAGE ON SONAR' to complete wallet verification.
Finally, a few reminders
The advantage of this method is that KYC is completely in your own hands, but be aware of the risk of being banned. Also, even if you purchase someone else's KYC account, you may encounter secondary face verification, so please weigh your options carefully.
I tried it today and it really works, hope it can help you too.
After carefully studying this initial offering rule, although I really don't want to throw cold water on it
I am also a deep user of staking at mmt @MMTFinance, but due to the sui price not being very satisfactory, the xsui-sui pool has the best cost-performance ratio, which is a loss
Since ancient times, everyone has been urged to stake, now getting airdrops depends on luck, even the recent high-priced airdrop aster relies on a high market value to be a big profit, it is difficult for mmt to be raised to this level, of course, I hope its market value exceeds 3 billion, then it will be an epic big profit
The key to the initial offering is here!
This time the initial offering mainly involves 4 dimensions of participation, with a total fundraising of 4.5 million USD, blindly guessing a 5-fold return at the opening, based on past initial offering shares, the oversubscription is about 20 times
1. Users with mmt LP liquidity greater than 3000 USD (250 million market value) Recommend suiUSDT-USDC According to the LP tier public offering of 3000-10000 USD limit, super large holders come to a 200,000 USD limit
2. Other initial offering users (350 million market value), no LP is also acceptable 2000 USD limit
3. Mouth staking users, need to review the article, it is recommended that friends who have opened blue V share it, who knows if it passes (350 million market value)
4. Users who joined the pool early The higher the badge level, the higher the public offering limit, as follows
The minimum guarantee after passing the review is 150 USD, the excess is also 150 USD minimum guarantee, this is based on a 20 times oversubscription which is also a 3000 USD minimum guarantee, conservatively estimated 500 USD profit
MMT Staking Official Website: app.mmt.finance/leaderboard
Today Mira had a big wave, summarizing the projects I need to keep working on recently, let's start with four
1. Zama fhe's leader, the leader in the privacy encryption track, must be worked on, it's still early, the token release won't be this early, but I firmly believe this is a bull market, bull markets often have sharp drops
2. Apply for a whitelist on Stable, currently there are 150,000, still the same saying, working on it doesn't guarantee results, not working on it guarantees nothing, this pace is very fast http://app.stable.xyz Bitfinex and Tether jointly launched a Layer 1 blockchain, using USDT as the native gas, which is a plasma imitation
3. New project, Based new project, the investor is Ethena http://app.based.one
4. Perpetual project, Standx, go work on it, go to DC to get a role http://standx.com