I saw the shift. I am talking about the shift to Vanar's intelligence infrastructure. I have decided to trade all the hype for this. The reason is simple: Vanar's artificial intelligence infrastructure is what I really need. I am done with all the hype surrounding artificial intelligence systems. Vanar's artificial intelligence infrastructure is the deal. I am excited to start using Vanar's intelligence infrastructure. This is why I am trading all the hype for Vanar's intelligence infrastructure.
I have realized that 2026 is the year where the Metaverse dreams of the past finally met the reality of the Intelligence Economy. For a time I watched Vanry from the side-lines waiting to see if Vanry would remain just another gaming chain.. As I dig into the current state of the Vanar Stack, my perspective on VANRY has completely flipped. The rest of the market is still going after transaction numbers but I am looking at what Vanar is doing. Vanar has become the Layer-1 that can think for itself. This quarter they launched the Kayon reasoning engine. Now I see a network that does not just do transactions it actually understands what it is doing. I am putting all my money into Vanar because I think the future of Web3 is not about being able to program things, it is about being smart. And that means Vanar is where I want my money to be. I want my money to be where they are building the intelligence of tomorrow the Vanar artificial intelligence agents.
The second half of my thesis is about a change I have seen in how tokens capture value. I think most projects fail because they do not have any people wanting to buy them, they are just buying because they think the price will go up. However I have been paying attention to what Vanar is doing with their subscription plan that burns tokens. This year every big company that uses the Neutron semantic memory layer to turn things into tokens is basically making the token supply go down. I see this as the ultimate flywheel: as more global commodities from gold to copper move onto Vanar’s rails, the supply of $VANRY is systematically reduced. I am not just holding a token; I am holding a stake in a digital utility that burns its own supply as it grows. To me, that is the most logical "Alpha" of 2026.
