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Yukord

Crypto researcher. Following @plasma ecosystem & $XPL. Deep dives into L2 tech.
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109 Followers
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Posts
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Thanks for the insights! The shift to efficient infra is inevitable. $XPL is setting new standards for L2s.
Thanks for the insights! The shift to efficient infra is inevitable. $XPL is setting new standards for L2s.
Mohsin_Trader_King
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I keep coming back to Plasma because it treats stablecoin transfers like the main event, not a side quest. With ~1-second blocks and a consensus design meant for quick finality, a payment can feel settled fast enough for a checkout line, not a trading desk. The part that actually changes user behavior is how fees work: Plasma’s built-in paymaster can let apps accept gas in approved tokens, including stablecoins, so people aren’t forced to buy XPL just to move money. Still, XPL matters as the native token that anchors the network.

@Plasma #Plasma #plasma $XPL
{future}(XPLUSDT)
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Sharp breakdown! $VANRY isn't just about speed; it’s about the "brain" of the network. Essential for 2026.
Sharp breakdown! $VANRY isn't just about speed; it’s about the "brain" of the network. Essential for 2026.
Htp96
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Vanar Chain's 2026 Roadmap: Upcoming Major Updates
I was about to go to sleep but checked my phone and saw people asking about the 2026 roadmap of @Vanarchain , so I wrote this article, which I think is not about the eye-catching feature names, but how those updates connect back to answer a bigger question: what does Vanar want to become in the coming years?
The roadmap is not just a list of feature releases; it is a strategic positioning map in the context of a changing market.
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Spot on. Crypto must be "invisible" and cheap. $XPL + #plasma = the perfect combo for mass adoption.
Spot on. Crypto must be "invisible" and cheap. $XPL + #plasma = the perfect combo for mass adoption.
DOCTOR TRAP
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The XPL Token Economy: Who Is Paying and Who Is Earning and who is benefiting, long-term
We need to be honest about the state of affairs when it comes to blockchain right now. It is often too expensive. I remember trying to send a small amount of value on major network last week and the transaction money are almost ridiculous compare to the amount you are sending. You cannot build a global financial future if purchasing a coffee costs five dollars in surcharges. This is the very point with which Plasma is attacking Friction. It is not trying to be everything to everybody. A special lane is being developed to build for stablecoins. But, this creates an immediate question of economics for those looking at the project. If the network has goals of no gas or near no gas for users then where does the money come from? A network cannot be operated on good-will alone. For being a viable long-term hold, we are going to have to follow the flow of money to see who is actually picking up the slack and who the payees are.
​The cost structure here is actually pretty clever in terms of the burden shifted on the average person. In most ecosystems, the user has to pay for every single click. On Plasma things are a bit different with the model. Simple stablecoin transfers are considered almost like a public utility which facilitates that "gasless" experience that we keep hearing about. But the network is not free. The expenses are pushed upstream. While I may well send USDT to a friend for free, the hard work is paid for by complex actors. Developers deploying smart contracts, traders using complex DeFi swaps and institutions moving liquidity en masse paying gas in XPL are the ones paying for gas. It effectively taxes complicated instead of simple. Such bifurcation is necessary. It keeps interference from adoption based on fees to a minimum whilst keeping the value of the block space where it matters most.
​So who collects these fees? This is where the earner side of the economy comes in. The network is dependent on validators and stakers to make sure that the ledger is secure and accurate. If you are holding XPL and stake it, what you are doing is you are making yourself into the bank manager for this digital economy. The incentives are upfront loaded. Right now, the network has an inflation rate beginning around 5 percent a year. This is done to reward those taking that first risk of securing the chain, the people that are here early. But I like the fact that this is not a permanent printing press. The protocol is programmed to curb this inflation to 0.5 percent every year, until it reaches a baseline of 3 percent. It causes a clear path towards scarcity. You aren't just earning yield, you are earning a greater percentage of network before the loosening up of issues on the network.
​The long-term benefit is really with the relationship between that diminishing inflation and the burn mechanism. This is the part that usually gets the investors excited. Similar with how other major chains applied fee burning, Plasma burns some of the XPL used for transaction fees Poof. Gone forever. This serves as an antithesis to the aforementioned inflation. As more and more developers use that huge 40 percent Ecosystem and Growth fund allocation to develop apps, the activity on the network increases. More activity means more complicated transactions, which means more XPL gets burned.
​There is a situation in which the burn rate may eventually surpass the 3 percent inflation floor. If that occurs, then the token becomes deflationary. The total supply is capped at 10 billion but that is just the starting point. The actual circulating supply may be reduced over time if the network succeeds in becoming a high volume centre for digital payments.
​Holding XPL is a bet of sorts on volume. It is a bet that the world is moving towards on-chain dollars and this specific infrastructure will serve the traffic. The users get a free ride, the power users pay the toll, and the rent is taken by the stakers. It is a logical economic loop. We just have to wait and see if and only if the adoption matches the architecture.
@Plasma $XPL #Plasma #plasma
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Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
MarketNerve
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What I find interesting about @Plasma is its focus on execution rather than narrative. Plasma isn’t trying to reinvent blockchain theory — it’s building a practical environment where scalability, low latency, and developer efficiency actually matter. In that sense, $XPL reflects infrastructure value, not hype. This is the kind of project that grows quietly, not loudly.

#Plasma #MarketNerve #BinanceBuild #TradeNTell
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Replying to
MarketNerve
Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
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True value is built in the shadows. $XPL is perfecting plasma while the market sleeps. Huge potential!
True value is built in the shadows. $XPL is perfecting plasma while the market sleeps. Huge potential!
kaifffkhan
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Why I’m Personally Watching Plasma Closely
I spend a lot of time looking at different blockchain projects, and most of them feel the same big promises, little real progress. Thats why @Plasma caught my attention.
I did’t find it through hype, I found it by looking for projects that are actually trying to solve real problems like scalability, speed, and usability.
What I like about Plasma is that it feels practical. It’s not just talking about the future it’s building for it. The focus on creating a smoother experience for users and better tools for developers shows that this project understands what Web3 needs to grow.
The $XPL token is more than just a symbol it represents participation in a growing ecosystem. I believe projects that prioritize real utility will survive long-term, and that’s why I’m excited to follow Plasma’s journey. I’m looking forward to seeing how plasma evolves.

#Plasma $OWL $TRIA
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Replying to
DreamWorld
I really appreciate your take on the "Auditable Privacy" model. Dusk is clearly ahead of the curve here.
I really appreciate your take on the "Auditable Privacy" model. Dusk is clearly ahead of the curve here.
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I really appreciate your take on the "Auditable Privacy" model. Dusk is clearly ahead of the curve here.
I really appreciate your take on the "Auditable Privacy" model. Dusk is clearly ahead of the curve here.
DreamWorld
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Dusk Network: institutional confidentiality as the foundation of the future Web3
In the world of blockchains, the question of balancing transparency and confidentiality is becoming increasingly acute. This is the problem that Dusk Network systematically addresses — a level one blockchain focused on financial institutions, the tokenization of real assets, and regulated markets. The approach demonstrates that privacy can be an ally of regulators rather than their enemy.
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Interesting take. L2 solutions are the backbone of 2026. Following $XPL and their @Plasma tech closely.
Interesting take. L2 solutions are the backbone of 2026. Following $XPL and their @Plasma tech closely.
Crypto-First21
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Plasma’s Role in Controlling Information Flow Without Breaking Trust
One of the myths in crypto is that more transparency always equals better markets. It sounds principled. In practice, it breaks the moment real money, real strategies, and real scale show up.
Markets do not fail because they are opaque. They fail because information leaks at the wrong layer. A fund manager broadcasting every position change in real time is not fairer, it is weaker. A trading desk exposing execution intent before settlement is not accountable, it is exploitable. Full transparency turns strategy into signal and signal into prey.
This is not a philosophical disagreement about openness. It is a structural deadlock. Finance needs two things that pull in opposite directions: fast, composable execution and controlled information flow. You cannot run high-throughput systems if every intermediate state is visible to everyone who wants to front run, copy, or game it.
That is where Plasma becomes interesting not because it promises speed alone, but because it treats execution as infrastructure, not spectacle.
Most crypto systems conflate settlement transparency with execution transparency. Settlement should be verifiable. Execution does not need to be theatrical.

In traditional finance, execution happens inside constrained environments. Orders are routed, matched, and netted before the outside world sees a final state. Not because institutions love secrecy, but because revealing intent mid-process destroys the process itself.
Crypto flipped this by default. Every step is public, every transition inspectable, every action timestamped and replayable. That works for simple transfers. It collapses under complex workflows.
Think of it like playing poker with your cards face up. You can still play. You just will not play well.
Plasma’s design logic starts from a blunt premise: high-throughput execution requires coordination without exposure. If every micro action is visible, throughput degrades, not from technical limits, but from adversarial behavior reacting faster than the system can finalize.
Rather than optimizing for narrative transparency, Plasma focuses on controlled execution paths. Workloads can move fast because intermediate steps are not treated as public signals. What matters is that outcomes are correct, provable, and final, not that every internal movement was livestream.
This is not hiding data. It is placing visibility where it belongs.

The simplest way to understand this is a social analogy. When you post online, you do not choose between everyone sees everything or no one sees anything. You choose who sees what.
Execution systems need the same model.
Selective visibility allows traders, applications, and financial systems to expose final results broadly while keeping execution logic scoped to participants who need it. Regulators can audit. Counterparties can verify. Outsiders cannot extract strategy from noise.
This is how mature systems scale. Not by eliminating transparency, but by programming it.
High throughput execution is not about TPS charts or benchmark wars. It is about whether a system can handle real behavior without collapsing into MEV games, latency races, and defensive complexity.
Plasma’s role is understated but critical: it treats execution as a protected process that still resolves to verifiable outcomes. That is what makes sustained activity possible. Not hype. Not spectacle. Just systems that let participants act without being punished for acting.
If crypto wants to host real financial workflows, it has to stop confusing openness with usefulness. Plasma’s approach suggests a quieter truth: the future is not fully transparent or fully opaque. It is selectively visible and fast enough to matter.
@Plasma #Plasma $XPL
{future}(XPLUSDT)
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Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
W-BEN
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In the surplus game of rampant L2s, Plasma is trying to solve the most painful 'road rights' issue in the clumsiest way
In the past half month, I have almost turned the mainstream L2s on the chain upside down. The reason is simple: the so-called Cancun upgrade has not completely resolved my fee anxiety as promised. The night before last, in order to grab a popular dog-themed project, my interaction cost on a certain star L2 actually skyrocketed to over a dozen dollars. At that moment, looking at the congested mempool and the unconfirmed hashes, I suddenly realized that we might have been deceived by the grand narrative of 'scaling' all along. All general-purpose L2s are trying to become the next Ethereum, crazily piling up EVM compatibility, introducing complex ZK proofs, and turning block space into a new gladiatorial arena. Just when the entire network is competing in TPS and complex DeFi Lego, I revisited Plasma, a seemingly 'retro' architecture that has been forgotten by many, and its current approach is wild enough to make me find it somewhat interesting.
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Replying to
W-BEN
Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
Brilliant read. While others chase hype, $XPL builds the future of L2 with @Plasma tech. Long-term vision only.
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Excellent breakdown. Security + Speed is the holy grail. $XPL is hitting the mark with #plasma architecture.
Excellent breakdown. Security + Speed is the holy grail. $XPL is hitting the mark with #plasma architecture.
MoonMan567
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Plasma Security: how PlasmaBFT + anchor on Bitcoin protect your payments
Hello, friend! Yesterday we discussed how PlasmaBFT and Reth together provide the network with high throughput and stable operation under large volumes of stablecoin payments (here is посилання to the previous post). Today we will talk about what often concerns everyone: security. How does Plasma protect your money when the network is fast and cheap? I will explain specifically and point by point, without unnecessary "water".
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Accurate! We need sub-second finality for real dApps. $XPL is delivering exactly that via #plasma framework.
Accurate! We need sub-second finality for real dApps. $XPL is delivering exactly that via #plasma framework.
Mr Pro Trader 01
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Plasma XPL The Execution Layer That Makes Blockchain Faster and Smarter

Blockchain technology has changed how we interact with digital systems, but its growth has exposed a major challenge speed and efficiency. Transactions can slow down, fees increase, and user experience suffers. Plasma XPL was created to solve this by focusing on execution, the part of blockchain that directly impacts every interaction. It provides a high-performance layer that handles activity efficiently while keeping security anchored to a reliable foundation.

Why Plasma XPL Matters

Traditional blockchains struggle under heavy load. Plasma XPL addresses this by separating execution from settlement. The system processes transactions quickly in its optimized environment, then records outcomes securely on the base layer. This approach ensures speed without compromising trust, making blockchain interactions feel seamless and predictable.

Performance That Users Notice

Plasma XPL is built for consistent performance. High volumes of transactions are handled without delays, and users experience smooth operations even during peak activity. This reliability allows developers to design interactive applications without worrying about congestion or unpredictable fees.

Security Without Compromise

Every execution in Plasma XPL is verifiable and anchored to a secure foundation. Users maintain control, and transparency is guaranteed. The system delivers speed and efficiency while keeping security intact.

Empowering Developers and Users

Developers gain a flexible environment to create responsive applications. Users benefit from smooth, fast, and cost-effective interactions.

Conclusion

Plasma XPL proves that blockchain can be both fast and secure. By optimizing execution while maintaining trust, it creates a reliable platform for applications and interactions that scale naturally with demand.

#Plasma @Plasma $XPL
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While others chase memes, I’m looking at the backbone of 2026. ❄️ $XPL + #Plasma isn't just about speed—it’s about security that actually scales. Think of it as an express lane for global finance. Near-zero fees and tech that just works. We’re building the foundation while the world is distracted by noise. 🏗 What’s your pick for 2026? Is Plasma the king of scaling? Drop your thoughts! 👇 #plasma @Plasma
While others chase memes, I’m looking at the backbone of 2026. ❄️

$XPL + #Plasma isn't just about speed—it’s about security that actually scales. Think of it as an express lane for global finance. Near-zero fees and tech that just works. We’re building the foundation while the world is distracted by noise. 🏗

What’s your pick for 2026? Is Plasma the king of scaling? Drop your thoughts! 👇

#plasma @Plasma
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The countdown is ON! ⏳ Exactly 24 hours left before the $VANRY Feb 4 milestone. While the market is distracted by short-term moves, the real shift to AI utility is happening. Agents need a brain to survive, and @Vanar is providing the on-chain memory they’ve been missing. Tomorrow marks the end of the first chapter and the beginning of the "Infrastructure Era." Don't let the noise distract you from the backbone of the 2026 AI economy. #vanar is ready. 🧠💎 #Vanar
The countdown is ON! ⏳ Exactly 24 hours left before the $VANRY Feb 4 milestone.

While the market is distracted by short-term moves, the real shift to AI utility is happening. Agents need a brain to survive, and @Vanarchain is providing the on-chain memory they’ve been missing. Tomorrow marks the end of the first chapter and the beginning of the "Infrastructure Era." Don't let the noise distract you from the backbone of the 2026 AI economy. #vanar is ready. 🧠💎 #Vanar
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Quality info as always! It’s clear that Dusk is building for the long term, not just the charts.
Quality info as always! It’s clear that Dusk is building for the long term, not just the charts.
DreamWorld
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Bullish
Dusk Network continues to build a unique niche in Web3, combining privacy, regulatory compliance, and real-world application. Thanks to zero-knowledge technologies, the network enables the creation of next-generation financial instruments — from tokenized securities to private smart contracts. The approach @Dusk demonstrates that privacy and transparency can coexist. The token $DUSK in this ecosystem plays a key role in security, staking, and network governance. #dusk
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Spot on! While others chase hype, I’m looking at $VANRY. Its architecture solves the "goldfish memory" problem for agents.
Spot on! While others chase hype, I’m looking at $VANRY. Its architecture solves the "goldfish memory" problem for agents.
Asmodeychik
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Vanar Chain: How the synergy of AI and ecological blockchain is changing the game 🌍🤖
In a world where technology is advancing at an incredible pace, the project @Vanarchain offers a unique vision of the future of Web3. It is not just another level of L1, but a holistic ecosystem built on three pillars: efficiency, accessibility, and accountability.

Artificial intelligence at the heart of the network
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Solid breakdown. Most people overlook how important compliance is for institutions. Dusk really nails that balance. Great job!
Solid breakdown. Most people overlook how important compliance is for institutions. Dusk really nails that balance. Great job!
Tapu13
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@Dusk I had this moment a while back, staring at a DeFi dashboard, thinking everything looked impressive… but also a bit disconnected from reality. Great yields, smooth UX, lots of activity. Then I asked myself, where would something like a real bond or fund even fit here?

From what I’ve seen, most DeFi infrastructure grew up in a sandbox. It’s perfect for crypto-native assets, but once you bring in real-world financial assets, things get complicated fast. Institutions don’t want all their data public. Regulators don’t trust black boxes. And users just want systems that don’t break under pressure.

That’s what pushed me to look more closely at Dusk. I wasn’t hunting for hype. I was curious about mindset. Dusk feels like it starts from a different question. Not “how do we disrupt finance,” but “how does finance actually work, and how do we fit blockchain into that without causing chaos?”

In simple terms, it’s infrastructure built for grown-up money. You can run DeFi-style applications, tokenize real assets, and still keep sensitive information private. At the same time, there’s a way to prove things are legit when auditors or regulators need to look. That balance sounds obvious, but from my experience, it’s where most chains struggle or just give up.

Honestly, I respect that it’s not flashy. It’s slow, deliberate, and very infrastructure-first. That does come with risks. Adoption depends heavily on institutions showing up, and they move at their own pace. Regulations can shift. And let’s be real, a lot of DeFi users aren’t excited by compliance-heavy narratives.

Still, I think the future of DeFi won’t be decided by the loudest protocol. It’ll be shaped by the chains that can quietly handle real-world assets without leaking data or losing trust. Dusk feels like it’s building for that version of DeFi. I’m not rushing to conclusions. I’m just watching, and that’s usually how real conviction starts.

#dusk $DUSK
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Solid points. High fees are killing adoption. $XPL solves this with @Plasma infra. That's how we onboard billions!
Solid points. High fees are killing adoption. $XPL solves this with @Plasma infra. That's how we onboard billions!
Sophia Carter
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No Gas Token, No Drama: Plasma’s Stablecoin Lane
In the last 24 hours, Plasma has looked less like a “crypto project” and more like a piece of quiet plumbing that’s doing its job. Plasmascan shows 320,443 transactions in 24h, ~3 pending transactions on average in the last hour, and 5,855.32 XPL in total transaction fees (24h).

That little trio of numbers is honestly the most “human” update you can get: it suggests people are actually using the rail, blocks are getting processed without drama, and the cost of moving value isn’t spiking into surprise-mode. If you’re trying to win stablecoin settlement, boring reliability is the flex.

The way I’ve started thinking about Plasma is like this: most L1s are trying to be a bustling new downtown. Plasma is trying to be the airport baggage system—the part you never praise, but everyone panics when it breaks. The project is opinionated about what the network should optimize for: stablecoin movement that feels normal to people who already live in dollars.

That’s why the “stablecoin-native” features matter more than the buzzwords. Plasma’s zero-fee USD₮ transfer lane isn’t pitched as a magical “free gas forever” promise; it’s engineered as a narrowly-scoped sponsored path (direct USD₮ transfers only), with controls meant to reduce abuse and keep the system operationally sane for real integrators. The framing here is different from typical crypto UX patches: Plasma is treating stablecoin transfer like a protected highway lane that exists because the economy needs it, not because a wallet team added a clever trick.

Then there’s the second pain point that’s so basic it’s almost embarrassing the industry normalized it: “I have dollars, but I can’t move my dollars because I don’t have the gas token.” Plasma’s docs lean into the idea of predictable, low-cost fees and keeping the EVM model familiar, while building the network around the expectation that stablecoin users shouldn’t have to become gas-token hobbyists. Even when you strip away the marketing language, that design choice is a philosophical stance: settlement should be denominated in the unit people think in.

The chain-level data supports that “this is about dollars” vibe. On DefiLlama, Plasma’s stablecoin market cap is shown around $1.874B with USDT dominance ~81%, and the 1-day change is positive (a few percent up, depending on the moment you check). That’s not a vanity metric; it’s the kind of concentration you’d expect if the network’s job is basically “move stablecoins efficiently,” not “host every experimental asset under the sun.”

Even more telling is the bridged composition. DefiLlama shows Plasma bridged TVL around $6.9B, with large positions like USDT0 (~$1.5B) and other big stablecoin-related entries sitting near the top. In plain terms: liquidity isn’t arriving as a cute demo—it’s arriving in chunks that look like they’re meant to be used.

Now zoom out to token utility, because settlement rails can’t escape economics forever. Plasma’s own docs describe 10B XPL initial supply at mainnet beta, and validator rewards that start at 5% annual inflation and step down toward 3%, with details about when inflation activates and how rewards flow. What I find interesting isn’t the numbers by themselves it’s the intent: Plasma seems to want XPL to function like an operator/security budget, while the everyday user experience is pushed toward stablecoin-native behavior. That’s the opposite of most chains, where the native token is treated like a membership fee for basic participation.

If I had to sum up Plasma’s “why it matters” in one image: it’s trying to turn stablecoin settlement into something that feels like swiping a card where you don’t need to understand the payment network’s internal fuel, and you don’t need to do a small scavenger hunt before you can move money. The last 24 hours of activity says the conveyor belt is running.
#plasma @Plasma $XPL
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Brilliant insights. $VANRY is proving that on-chain memory is the only way to scale AI in 2026.
Brilliant insights. $VANRY is proving that on-chain memory is the only way to scale AI in 2026.
Sofia VMare
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Vanar Chain’s Reaction to the SpaceX-xAI Merger: Why It Got Me Thinking About AI’s Role in On-Chain
@Vanarchain #Vanar $VANRY
{spot}(VANRYUSDT)

I’ve been glued to my feeds since the big news dropped yesterday about SpaceX acquiring xAI—valued at a mind-blowing $1.25 trillion—and while I’m staking $VANRY from my quiet corner in Lviv (nothing fancy, just my laptop and a cold coffee), Vanar’s official Twitter comments on it really hit home for me. I caught their replies right after the announcements from WatcherGuru, The Verge, and Techmeme started blowing up. Vanar tweeted things like “Big moves! Excited to see how combining space and AI intelligence pushes the boundaries of autonomous systems” and “This is what happens when capital meets momentum.” It wasn’t just generic hype; it felt like they were drawing a line straight to their own AI-native blockchain setup. As someone who’s been testing their agents on testnet for weeks (mostly late nights after work), this merger news made me pause and connect the dots on how big AI shifts like this could ripple into projects like Vanar.

The merger news came fast—internal memos confirming SpaceX folding in xAI (and apparently X too, per some reports), with shares pricing around $527 each. Elon Musk’s empire is basically betting everything on AI powering space tech, autonomous systems, and whatever else they dream up. I remember reading the Bloomberg piece and thinking “this is peak 2026”—capital flooding into AI at scales we’ve never seen. Vanar’s response stood out because they’re all about “the intelligence layer for on-chain applications,” as their bio says. Their tweets echo that: one reply to Techmeme said “Will be interesting to see how the pieces actually fit,” hinting at curiosity about integrating AI with hardware/real-world ops, which is kinda what Vanar does but for blockchain.

From my tinkering, Vanar’s stack already feels like a mini-version of this “autonomous systems” push. I’ve built a simple agent using their Python SDK that monitors mock RWA pools (tokenized invoices from test data), uses Kayon to reason risks in real time, and auto-triggers alerts or adjustments via Flows prototypes. It’s not launching rockets, but it’s on-chain autonomy—no human in the loop for basic decisions. The merger news got me wondering: if SpaceX-xAI combines AI with physical infra (satellites, robots), Vanar could be the Web3 equivalent, layering AI on blockchain for self-running games in VGN, personalized brand drops in Virtua, or compliant PayFi flows. Their recent hire of Saiprasad Raut as Head of Payments (ex-Worldpay) already points to bridging TradFi with AI agents—imagine that scaling with merger-level capital vibes.

Personal angle: I topped up my stake yesterday after seeing Vanar’s tweets (yields still holding around 79% with boosters), because it reminded me why I got into this project. Last week, I simulated a cross-chain move from Base to Vanar (ERC-7683 made it seamless, under 2 mins), then had an agent reason over the bridged assets using Neutron Seeds. It compressed my test dataset (25MB down to 50KB) and kept context across sessions—no resets like in dumb AI tools. If mergers like SpaceX-xAI normalize “AI everywhere,” Vanar’s quiet grind (carbon-neutral on Google Cloud, NVIDIA tools for acceleration) positions them to ride that wave without the drama.

This isn’t just fanboying; it’s practical. Vanar’s tweets show they’re tuned into these shifts—another reply to Cointelegraph on the valuation said “This is what happens when capital meets momentum.” With their Q1 subs for premium Neutron/Kayon access launching (paid in $VANRY), and market cap still modest (~$20M, price ~$0.007), more eyes on AI could mean real demand spikes. I’ve seen low-cap projects fade without relevance; Vanar tying into global AI narratives keeps them in play.

I’m keeping an eye on their next moves—maybe a blog post or AMA tying this merger to their roadmap. Last year at a small Kyiv meetup, I heard devs talk about how AI hype cycles lift underrated infra; this feels like one. Anyone else catch Vanar’s takes on the merger? How do you think big AI consolidations affect chains like this?
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