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The cryptocurrency fear index has dropped to 6, and the current 'extreme fear' sentiment is historically rare BLOCKBEATS

On February 7, the cryptocurrency fear and greed index has dropped to 6 (yesterday it was 9), and the market's 'extreme fear' sentiment is further intensifying. Based on the current value, such low data has only been seen historically in June 2022 and August 2019. Note: The fear index threshold is 0-100, including indicators: volatility (25%) + market trading volume (25%) + social media heat (15%) + market surveys (15%) + Bitcoin's proportion in the entire market (10%) + Google trends analysis (10%)
$BTC $ETH

Stop being tortured by 80-page PDFs: Neutron Seeds turn contracts into AI-readable "on-chain bullets"

Have brothers encountered signing leases, buying financial products, or engaging in DeFi, only to be handed dozens of pages of PDF—everyone knows they should read it, but 99% of people just scroll to the last page and click "agree." When something goes wrong, they realize they can't even explain "how the interest rate is calculated, how penalties for breach are assessed," and can only feel anxious.

Traditional public chains are even more ridiculous: they can at most help you upload the hash of this PDF to the chain to "prove existence," but the chain itself cannot understand the content, and AI cannot directly infer on-chain; contracts are essentially "images pinned with a thumbtack."

Vanar's Neutron Seeds aim to tackle this issue. The official definition of Neutron is "semantic memory layer;" it does not simply compress file size, but first understands the semantics and then reconstructs it into an ultra-lightweight Seed: for example, a 25MB contract or video can be compressed into ~50KB Seed, and in the 2025 demonstration, a 25MB 4K video was directly compressed into 47 characters written on-chain while retaining semantics, making it directly queryable by AI.

These Neutron Seeds are not ordinary Key-Value pairs, but rather a combination of "compliant data + semantic compression": a legal clause, an entire set of financial agreements, historical tax documents, or invoices can all be transformed into searchable, inferable, and verifiable on-chain knowledge objects. The upper layer, Kayon, can ask it in natural language—"Does this contract have an automatic renewal clause?" "Does the cash flow distribution of this RWA meet regulatory requirements?"

In simple terms, on other chains, these things are merely "proof of some off-chain PDF;" on Vanar, they will become a true on-chain corpus that can be understood and audited by AI. And every time a contract is compressed into a Seed, stored on-chain, and invoked for inference by Kayon, it consumes $VANRY —memory and compliance have, for the first time, transformed into a settleable on-chain native business.

For someone like me who plays with on-chain finance and is bombarded with PDFs every day, this is the most attractive aspect of Neutron Seeds: it doesn't just help you "store a bit more data," but finally allows the data to transform from cold, hard files into "living clauses" that can be directly understood, queried, and executed by AI.
@Vanar $VANRY #Vanar

You only see USDT in circulation, but haven't noticed that the underlying "central bank asset" is called XPL?

Azu just chatted with a brother who does cross-border settlements, and he threw me a sentence:
"I only see USDT and customer payments; the native coin on the chain is of no use to the business."
This actually represents the feelings of most people—stablecoins that can be spent, transferred, and settled are the main characters, while underlying tokens are often seen as "an extra layer".

In the design of Plasma, the role of XPL has been deliberately elevated: the official FAQ and materials repeatedly emphasize that XPL is primarily a staking asset of PoS consensus, serving as the "collateral" for validators and delegators to maintain network security; at the same time, it is also the source of network fees and rewards. You can think of Plasma as a new financial system operating around stablecoins, with USDT and pBTC as the front-end circulating currencies, while XPL is more like the layer of reserves lying on the central bank’s balance sheet, used to underpin safety and incentives.

Most ordinary users will only encounter USD₮ and the future pBTC in their daily lives: transfers, wealth management, lending, and card consumption—all done within the stablecoin layer. But as long as the on-chain payment volume, lending volume, and settlement volume continue to grow larger, the more XPL is burned after being used as Gas, and the more dispersed the XPL involved in staking becomes, its position in the entire economic structure will get closer to being the "system's foundational asset," rather than just a governance token that relies on narrative to hold its ground.

In short, Plasma separates "usable stablecoins" and "responsible XPL" into the front-end and the central bank: you can simply be an ordinary person using USDT, or you can step up to a higher level and see XPL as the reserve chip of this stablecoin network—the very factor that determines how big this system can run and how long it can last, precisely lies in it.

@Plasma $XPL #plasma

Still only looking at USDT? The euro has already boarded the compliant high-speed train of Dusk×EURQ×Chainlink.

A while ago, Azu helped a friend who runs a cross-border e-commerce business to look at the accounts. His business clearly collects euros in Europe, but once it hits the blockchain, it can only revolve around the US dollar stablecoin: first exchange the currency, then go on-chain, then reconcile accounts. Foreign exchange losses, compliance checks, and mismatched flows all fall on the financial department. At that moment, I felt very intuitively how far the narrative on-chain is from the real euro capital market.

What Dusk wants to do is to stitch this gap into a "compliant high-speed road for euros." The official announcement has been made, in cooperation with the regulated Dutch exchange NPEX and Quantoz Payments, to issue the digital euro EURQ on the Dusk chain. This is an electronic money token (EMT) that meets the requirements of MiCA and is not just a casual "counterfeit euro." This means that in the future, whether it’s on-chain payments like Dusk Pay or issuing and settling euro-denominated securities on NPEX, they can all run on the same euro track.

More crucially, @Dusk does not intend to lock these assets on a single chain, but instead directly partners with Chainlink: using DataLink and Data Streams to bring the real market data from the regulated exchange onto the chain, utilizing CCIP to establish compliance standards for cross-chain settlement, allowing these euro assets to flow securely to other public chains while ensuring regulatory auditability. What you see is "another stablecoin collaboration," but what is actually happening is: the quotes, clearing, and payments of the European securities market are being slowly but firmly pulled into the DeFi world by a privacy-compliant chain + a cross-chain standard, while $DUSK is footing the bill for security and costs.
@Dusk $DUSK #Dusk

The more nodes, the less fear of dropped connections? Walrus turns "repairing bills" into economies of scale backwards

In the past at Azu's company, when the data center switched to an array cluster, whenever a node encountered a problem, the whole team would start praying: once repaired, the entire network would pull large files, saturating the bandwidth and causing business fluctuations, everyone was betting on "don't let another disk fail." Many decentralized storage systems are quite similar—when a node churns, the repair turns into an O(|B|) level major relocation, and the larger the cluster, the worse the explosion.

What Walrus does in Red Stuff is the opposite: it makes the system bigger, thereby better handling churn. The paper calculates it very clearly: first, it cuts the blob into symbols of size O(|B|/n²), and each node only needs to pull O(n) symbols from other nodes during recovery, so the recovery cost for a single node is O(|B|/n), and the entire network adds up to only O(|B|). This means: the more nodes there are, the lower the cost for a single node to repair, turning self-healing from "catastrophic events" into small surgeries that can happen regularly.

This is also why I pay attention to the ecological data that Walrus presented at the Haulout hackathon: with 887 registrations and 282 projects—daring to bring in large-scale data from AI, gaming, and privacy scenarios shows that it is confident in withstanding churn under real network conditions, rather than just calculating ideal states in the white paper.

@Walrus 🦭/acc $WAL #Walrus

After 100 repetitions, do I still have to start from the beginning? myNeutron locks your AI memory in Vanar

Brothers, Azu has recently encountered big trouble again. During this time, I was using ChatGPT to revise my resume, while also using Claude to write emails and Gemini to search for information. As a result, every time I switch a window, all context resets, and I have to recount my experiences, projects, and preferences from scratch. I wasn't confused by writing; I was first driven to explode mentally by 'AI amnesia'.

What myNeutron aims to solve is this minefield that all heavy AI users have stepped on. The official term is directly called 'your AI memory', which can be carried across ChatGPT, Claude, Gemini, and even Google Docs, turning web pages, emails, documents, and chats into AI-readable semantic seeds, so that context is no longer monopolized by any single platform.

More crucially, this layer of memory is not tied to a specific app but is elevated to the Vanar infrastructure layer: you can choose to save locally or anchor it on the Vanar chain for long-term persistence, with protocols providing privacy protection and access control primitives. Each persistence, query, read, and write consumes $VANRY —Binance Square's official article also makes it very clear: the real use of myNeutron will be tied to the exchange and burning of VANR, directly linking subscription behavior to the token economy.

For heavy users like me who switch between multiple AIs every day and blend into Web3, this means one thing: memory will no longer belong to a specific model, but to myself, and will be treated as a first-class citizen written into the infrastructure by Vanar. When $VANRY starts to truly pay for 'memory' instead of just speculating on emotions, I will seriously continue to keep an eye on it.
@Vanar $VANRY #Vanar

Inflation, burning coins, and penalties all mixed up? Has XPL clarified this set of 'economic black magic'?

Azu used to dread three questions coming in a row when explaining PoS token economics to friends:
"Will inflation always dilute us?"
"Does the burning of transaction fees really make an impact?"
"Will my principal evaporate if slashed?"
Many chains either focus solely on pulling APY or impose harsh penalties, which end up scaring away long-term participants.

Looking at the economic design of $XPL , I felt for the first time that someone was seriously tackling the 'balancing act'. According to public data, XPL's inflation starts at 5% and decreases year by year, targeting a convergence around 3%. This portion is mainly used to reward validators and delegators, ensuring the network has a stable and secure budget; on the other hand, a similar mechanism to EIP-1559 is employed for some on-chain XPL transaction fees, where the base fee is directly burned. The more the chain is used, the more is burned, effectively hedging against inflation, preventing the total supply from inflating indefinitely.

The most interesting aspect is 'reward slashing': when nodes misbehave or experience severe outages, the focus is primarily on future earnings rather than an immediate cut to your principal. This is particularly crucial for institutional nodes and conservative delegators—while you certainly need to pay for the risks, you won't face liquidation-style penalties due to a single incident.

In simple terms, XPL does not adopt the extreme style of 'either mindless inflation or extreme deflation'; instead, it combines controlled inflation + fee burning + reward penalties to align 'safety' and 'value' as much as possible, allowing those willing to participate long-term in this stablecoin chain to reap rewards without constantly worrying about the system losing control on an economic level.

@Plasma $XPL #plasma

The nightmare of compliance for Virgo, cured by a privacy chain that 'understands EU rules'?

Azu had a phase where he particularly loved reading EU regulatory documents, but the more he read, the more overwhelmed he became: MiCA is a set of rules, MiFID II is a set of requirements, the DLT Pilot Regime and GDPR have to be layered on top, and for any RWA project, as soon as you ask, 'How do you implement these on-chain?' the scene turns into a collective silence. Most so-called 'privacy chains' either pretend not to see the regulation or only put a few compliance slogans on their official website; when it comes to the smart contract layer, it still follows the old path of 'doing it first and figuring it out later, filling in Excel afterward.'

What makes Dusk feel different is here: the white paper and documents explicitly mention keywords like MiCA, MiFID II, DLT Pilot Regime, and GDPR, treating identity and permissions, whitelists, information disclosure obligations, and asset lifecycle as programmable modules integrated into the protocol stack, rather than relying on offline processes as a 'safety net.' The issuer can directly define on-chain who can buy, how to buy, and what must be disclosed when; when regulators need to check, they can complete the audit path using the same ledger—privacy is not about resisting regulation, but rather helping regulators avoid pitfalls.

If one day, European RWA truly scales up, you will find that there are not many infrastructure options: there are only a handful of chains that require privacy, are auditable, and can speak the language of regulation. What Dusk aims to do is to be that foundational layer 'automatically written into compliance solution templates,' while $DUSK is the pass you must hold when entering and exiting this path.

@Dusk $DUSK #Dusk

If one hard drive fails, does the whole network suffer? Walrus uses a "secondary first, primary later" approach to drastically reduce repair costs.

Previously, Azu had set up a NAS at home, and the most painful part wasn't the cost of buying hard drives, but rather that when one drive had an issue, the RAID reconstruction would monopolize the home network speed and CPU for an entire night—only a small issue, yet the system needed to move everything. This awkward situation of "repairing a little, moving everything" is actually being replayed in many decentralized storage systems: when nodes go offline or are replaced, to fix a small piece of data, the entire blob has to be moved at O(|B|), and with high churn, all the "costs saved" are burned in the repair process. Walrus thinks completely differently; it breaks self-healing into a two-stage process.

The first stage is "secondary first": using f+1 nodes holding a secondary sliver to align the secondary dimension first; the second stage is "primary later": then using 2f+1 nodes' primary sliver to fill in the primary dimension. Recovery is about "filling gaps" at the symbolic level, rather than having the entire blob suffer, which is where the real value of Red Stuff 2D encoding comes into play— the thresholds for reading, writing, and self-healing are accurately tied to f+1 / 2f+1.

Simply put: the larger the network, the less bandwidth a single node has to expend for repairs, and self-healing is no longer a series of "catastrophic rebuilds" but rather a routine backend operation; the white paper outlines this as a key improvement for high churn open networks—maintaining a low replication factor while efficiently recovering in cases of node mobility.

It is precisely because the underlying system dares to handle repairs at such a detailed level that WalrusProtocol was able to attract 887 developers and 282 projects at the Haulout mainnet hackathon, stacking real demands like AI, data markets, and privacy applications—no one wants to entrust large files to a system that can cause the entire network to "freeze like a PPT" with just one repair. In my view, this "secondary first, primary later, filling holes symbolically" self-healing philosophy speaks more than any TPS and bandwidth gimmick: this storage system is prepared for the long haul.

@Walrus 🦭/acc $WAL #Walrus