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consensushk2026

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Eng - Ahmed Naim
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$PIGGY اعتقد الفريق انتهى من حدث #ConsensusHK2026 وقد عاد لخطة اعادة الشراء سوف يتم تنفيذ الجولة الثالثة خلال هذا الاسبوع ضاعف محفظتك كن مستعد
$PIGGY اعتقد الفريق انتهى من حدث #ConsensusHK2026 وقد عاد لخطة اعادة الشراء سوف يتم تنفيذ الجولة الثالثة خلال هذا الاسبوع ضاعف محفظتك كن مستعد
The TRON ecosystem maintained strong momentum last week, highlighted by its presence at #ConsensusHK2026 and the ongoing “SUN & AINFT AI Model Arena” featuring a 500 USDT prize pool. Innovation, community engagement, and ecosystem expansion remain at the forefront of TRON’s growth strategy. AINFT expanded accessibility by integrating with @BinanceWallet, @wallet, and @TokenPocket_TP, enabling seamless one click access to the TRON AI ecosystem. This integration lowers entry barriers and strengthens user connectivity across platforms. 🟡 Stage 2 of the “Valentine’s Heartbeat Relay,” hosted by @BitTorrent_Official in collaboration with #WINkLink_Official , concluded successfully, with winners officially announced. The campaign drove strong participation and highlighted cross-project synergy within the ecosystem. Mining rewards for @WrappedBTC and @usddio on #JUSTLENDDAO are now available to claim, offering additional yield opportunities for users participating in TRON’s DeFi landscape. From AI innovation to DeFi incentives and global event participation, TRON continues to build momentum across multiple verticals. Explore the full weekly report for deeper insights, ecosystem highlights, and upcoming #TronEcoStars developments!
The TRON ecosystem maintained strong momentum last week, highlighted by its presence at #ConsensusHK2026 and the ongoing “SUN & AINFT AI Model Arena” featuring a 500 USDT prize pool.
Innovation, community engagement, and ecosystem expansion remain at the forefront of TRON’s growth strategy.

AINFT expanded accessibility by integrating with @BinanceWallet, @wallet, and @TokenPocket_TP, enabling seamless one click access to the TRON AI ecosystem.

This integration lowers entry barriers and strengthens user connectivity across platforms.

🟡 Stage 2 of the “Valentine’s Heartbeat Relay,” hosted by @BitTorrent_Official in collaboration with #WINkLink_Official , concluded successfully, with winners officially announced. The campaign drove strong participation and highlighted cross-project synergy within the ecosystem.

Mining rewards for @Wrapped Bitcoin and @USDD - Decentralized USD on #JUSTLENDDAO are now available to claim, offering additional yield opportunities for users participating in TRON’s DeFi landscape.

From AI innovation to DeFi incentives and global event participation, TRON continues to build momentum across multiple verticals.

Explore the full weekly report for deeper insights, ecosystem highlights, and upcoming #TronEcoStars developments!
Consensus 观后感极简版 1:流行词——AI, Payment, Stablecoin, RWA。对比去年热词:PayFi, 量化, KOL, meme 2:机构浓度大幅提高,KOL 浓度大幅减少,大学生浓度中度提高,项目方活跃度中度降低 3:擦边灰灰业务,擦边盘子项目,从台下来到桌上 4:见“大佬”难度降低,一品鸡煲桥底辣蟹仍是蹲点圣地 5:活动方通用装逼公式——搞个机器人或者机器狗尬舞 #ConsensusHK2026
Consensus 观后感极简版

1:流行词——AI, Payment, Stablecoin, RWA。对比去年热词:PayFi, 量化, KOL, meme

2:机构浓度大幅提高,KOL 浓度大幅减少,大学生浓度中度提高,项目方活跃度中度降低

3:擦边灰灰业务,擦边盘子项目,从台下来到桌上

4:见“大佬”难度降低,一品鸡煲桥底辣蟹仍是蹲点圣地

5:活动方通用装逼公式——搞个机器人或者机器狗尬舞

#ConsensusHK2026
Thật ấn tượng khi chứng kiến rất nhiều builders và innovators hội tụ tại Hong Kong🇭🇰 Cùng hướng về Auros Mainstage lúc 1:55 PM cho keynote xoay quanh chủ đề: Xây dựng hạ tầng blockchain đủ mạnh để thích nghi với sự thay đổi liên tục. 1️⃣Vì sao “khả năng thích nghi” là trọng tâm mới? Thế giới blockchain vận động theo chu kỳ cực nhanh: 🔹Công nghệ thay đổi 🔹Hành vi người dùng dịch chuyển 🔹Thanh khoản luân chuyển 🔹Quy định pháp lý cập nhật Một hạ tầng chỉ tối ưu cho hiện tại sẽ nhanh chóng lỗi nhịp. 2️⃣Hạ tầng blockchain không còn là lớp nền tĩnh Ngày nay, infrastructure phải: ⚙️Mở rộng linh hoạt theo nhu cầu ⚙️Chịu tải trước biến động thị trường ⚙️Tương thích đa hệ sinh thái ⚙️Nâng cấp mà không phá vỡ mạng lưới Khả năng evolution without disruption trở thành tiêu chuẩn sống còn. 3️⃣“Constant change” tác động thế nào đến thiết kế hệ thống? Các kiến trúc hiện đại cần tính đến: • Modular design (thiết kế mô-đun) • Upgradeability (khả năng nâng cấp) • Cross-chain interoperability • Performance under stress Không chỉ nhanh khi bình thường, mà ổn định khi biến động. 4️⃣Ý nghĩa chiến lược cho builders Đối với nhà phát triển & dự án: ✅Xây sản phẩm trên nền tảng có độ bền cao ✅Giảm rủi ro kỹ thuật dài hạn ✅Tận dụng network effects ✅Tối ưu chi phí mở rộng Infrastructure tốt = đòn bẩy tăng trưởng bền vững. ✨Blockchain đang bước vào giai đoạn mà: 🚀Khả năng thích nghi > Tốc độ đơn thuần 🚀Độ bền hệ thống > Tăng trưởng ngắn hạn 🚀Kiến trúc linh hoạt > Thiết kế cứng nhắc Hẹn gặp tại Mainstage! #ConsensusHK2026 🌏 @JustinSun #TRONEcoStar
Thật ấn tượng khi chứng kiến rất nhiều builders và innovators hội tụ tại Hong Kong🇭🇰

Cùng hướng về Auros Mainstage lúc 1:55 PM cho keynote xoay quanh chủ đề:
Xây dựng hạ tầng blockchain đủ mạnh để thích nghi với sự thay đổi liên tục.

1️⃣Vì sao “khả năng thích nghi” là trọng tâm mới?

Thế giới blockchain vận động theo chu kỳ cực nhanh:
🔹Công nghệ thay đổi
🔹Hành vi người dùng dịch chuyển
🔹Thanh khoản luân chuyển
🔹Quy định pháp lý cập nhật
Một hạ tầng chỉ tối ưu cho hiện tại sẽ nhanh chóng lỗi nhịp.

2️⃣Hạ tầng blockchain không còn là lớp nền tĩnh

Ngày nay, infrastructure phải:
⚙️Mở rộng linh hoạt theo nhu cầu
⚙️Chịu tải trước biến động thị trường
⚙️Tương thích đa hệ sinh thái
⚙️Nâng cấp mà không phá vỡ mạng lưới
Khả năng evolution without disruption trở thành tiêu chuẩn sống còn.

3️⃣“Constant change” tác động thế nào đến thiết kế hệ thống?

Các kiến trúc hiện đại cần tính đến:
• Modular design (thiết kế mô-đun)
• Upgradeability (khả năng nâng cấp)
• Cross-chain interoperability
• Performance under stress
Không chỉ nhanh khi bình thường, mà ổn định khi biến động.

4️⃣Ý nghĩa chiến lược cho builders

Đối với nhà phát triển & dự án:
✅Xây sản phẩm trên nền tảng có độ bền cao
✅Giảm rủi ro kỹ thuật dài hạn
✅Tận dụng network effects
✅Tối ưu chi phí mở rộng
Infrastructure tốt = đòn bẩy tăng trưởng bền vững.

✨Blockchain đang bước vào giai đoạn mà:
🚀Khả năng thích nghi > Tốc độ đơn thuần
🚀Độ bền hệ thống > Tăng trưởng ngắn hạn
🚀Kiến trúc linh hoạt > Thiết kế cứng nhắc

Hẹn gặp tại Mainstage!
#ConsensusHK2026 🌏

@Justin Sun孙宇晨 #TRONEcoStar
香港共识大会公布 2026 年演讲嘉宾阵容继 2025 年首届大会门票售罄之后,CoinDesk 旗下的共识大会宣布将于 2026 年 2 月 10 日至 12 日重返香港,首届大会吸引了来自 100 多个国家和地区的近万名与会者,并为香港经济贡献了约 2.75 亿港元的收入,预计 2026 年大会将吸引 1.5 万名行业决策者。 2026 年大会的议程由 CoinDesk 精心策划,将在六个舞台上汇聚超过 100 位重量级演讲嘉宾,演讲主题将涵盖机构应用、去中心化金融(DeFi)、稳定币、机器人技术、人工智能代理与链上执行的融合等。 亮点环节包括: 地球代币化:嘉宾包括 Carlos Domingo(Securitize)、Ian De Bode(Ondo)和 Naveen Mallela(摩根大通)。保障多链未来:David Tse(Babylon)和 Evan Cheng(Mysten Labs)将探讨比特币重质押如何重新定义 L1 和 L2 架构。人工智能正在颠覆美国的挖矿行业:Asher Genoot 和 Mike Ho(American Bitcoin)以及 Irene Gao(比特大陆)将就算力分配展开讨论。以太坊的未来发展:Hsiao-Wei Wang(以太坊基金会)和 Sandy Peng(Scroll)将分享有关扩展性和用户体验的见解。 行业领袖,如 Solana 基金会的 Lily Liu、币安的 Richard Teng、波场的 Justin Sun、YZi Labs 的 Ella Zhang、Sharplink 的 Joseph Chalom、Maximum Frequency Ventures 的 Mo Shaikh、Grayscale Investments 的 Peter Mintzberg、DoubleZero 的 Austin Federa 以及 Altius Labs 的 Annabelle Huang 已确认出席 2026 年香港共识大会,您可在此处查看完整议程: https://consensus-hongkong.coindesk.com/agenda/ “2025 年香港共识大会的巨大成功证明了香港作为全球领先金融科技中心的地位,以及其作为通往亚洲门户的独特作用。” 共识大会主席 Michael Lau 表示:“这座充满活力的城市,拥有蓬勃发展的生态系统和创业精神,证明了世界级会议的必要性,我们很高兴能够再次举办规模更大的香港共识大会,汇聚区块链、Web3 和人工智能领域最具影响力的人物,并创造无与伦比的交流机会。” 2026 年香港 Consensus 大会将超越传统舞台,在香港标志性场所举办创业公司和开发者竞赛、拓展人脉以及一系列精彩纷呈的特别活动,其中包括: EasyA 黑客马拉松和 PitchFest:Consensus 黑客马拉松和 CoinDesk PitchFest 将直接连接开发者和创业公司与顶尖风险投资机构。文化沉浸:与会者可参加在香港中环举行的官方开幕式和闭幕式派对、深圳科技生态系统导览游,以及在跑马地马场观看 “Consensus 杯”的尊享入场资格。全城盛会:继首届大会的成功举办之后,预计本次大会将在全城范围内举办超过 350 场周边活动。 Solana Accelerate APAC 也将在 Consensus 大会期间举办,届时将有超过 2000 名创业者、高管和政策制定者齐聚香港,本次活动将汇聚 100 多家金融科技公司和 50 多家加密货币初创公司,重点关注互联网资本市场和区块链基础设施。 2026 年香港共识大会门票现已开售。 门票优惠 OpenSea 中文社区专属福利,购票时输入优惠码 ICPCHINADESK,即可享受八折优惠! 专属购票链接: https://go.coindesk.com/hk26-icpchina 小编温馨提示:有参会需求的朋友强烈建议您尽早购票,根据以往惯例,票价每隔一段时间会涨一次价,到后面只会越来越贵,提前买票可以为您省下不少银子! 延伸阅读: 共识大会回归香港,并将于 2026 年在迈阿密首次亮相2026 年香港共识大会将于 2 月 10 日至 12 日回归,并推出更多精彩内容2025 Consensus 首届香港共识大会圆满结束,宣布将于 2026 年重返亚洲 #CoinDesk #香港共识大会 #ConsensusHK2026 #solana 你关心的 OpenSea 内容 浏览 | 创建 | 购买 | 出售 | 拍卖 收藏关注 OpenSea 币安频道 掌握最新资讯

香港共识大会公布 2026 年演讲嘉宾阵容

继 2025 年首届大会门票售罄之后,CoinDesk 旗下的共识大会宣布将于 2026 年 2 月 10 日至 12 日重返香港,首届大会吸引了来自 100 多个国家和地区的近万名与会者,并为香港经济贡献了约 2.75 亿港元的收入,预计 2026 年大会将吸引 1.5 万名行业决策者。
2026 年大会的议程由 CoinDesk 精心策划,将在六个舞台上汇聚超过 100 位重量级演讲嘉宾,演讲主题将涵盖机构应用、去中心化金融(DeFi)、稳定币、机器人技术、人工智能代理与链上执行的融合等。

亮点环节包括:
地球代币化:嘉宾包括 Carlos Domingo(Securitize)、Ian De Bode(Ondo)和 Naveen Mallela(摩根大通)。保障多链未来:David Tse(Babylon)和 Evan Cheng(Mysten Labs)将探讨比特币重质押如何重新定义 L1 和 L2 架构。人工智能正在颠覆美国的挖矿行业:Asher Genoot 和 Mike Ho(American Bitcoin)以及 Irene Gao(比特大陆)将就算力分配展开讨论。以太坊的未来发展:Hsiao-Wei Wang(以太坊基金会)和 Sandy Peng(Scroll)将分享有关扩展性和用户体验的见解。

行业领袖,如 Solana 基金会的 Lily Liu、币安的 Richard Teng、波场的 Justin Sun、YZi Labs 的 Ella Zhang、Sharplink 的 Joseph Chalom、Maximum Frequency Ventures 的 Mo Shaikh、Grayscale Investments 的 Peter Mintzberg、DoubleZero 的 Austin Federa 以及 Altius Labs 的 Annabelle Huang 已确认出席 2026 年香港共识大会,您可在此处查看完整议程:
https://consensus-hongkong.coindesk.com/agenda/
“2025 年香港共识大会的巨大成功证明了香港作为全球领先金融科技中心的地位,以及其作为通往亚洲门户的独特作用。”
共识大会主席 Michael Lau 表示:“这座充满活力的城市,拥有蓬勃发展的生态系统和创业精神,证明了世界级会议的必要性,我们很高兴能够再次举办规模更大的香港共识大会,汇聚区块链、Web3 和人工智能领域最具影响力的人物,并创造无与伦比的交流机会。”

2026 年香港 Consensus 大会将超越传统舞台,在香港标志性场所举办创业公司和开发者竞赛、拓展人脉以及一系列精彩纷呈的特别活动,其中包括:
EasyA 黑客马拉松和 PitchFest:Consensus 黑客马拉松和 CoinDesk PitchFest 将直接连接开发者和创业公司与顶尖风险投资机构。文化沉浸:与会者可参加在香港中环举行的官方开幕式和闭幕式派对、深圳科技生态系统导览游,以及在跑马地马场观看 “Consensus 杯”的尊享入场资格。全城盛会:继首届大会的成功举办之后,预计本次大会将在全城范围内举办超过 350 场周边活动。

Solana Accelerate APAC 也将在 Consensus 大会期间举办,届时将有超过 2000 名创业者、高管和政策制定者齐聚香港,本次活动将汇聚 100 多家金融科技公司和 50 多家加密货币初创公司,重点关注互联网资本市场和区块链基础设施。
2026 年香港共识大会门票现已开售。

门票优惠
OpenSea 中文社区专属福利,购票时输入优惠码 ICPCHINADESK,即可享受八折优惠!
专属购票链接:
https://go.coindesk.com/hk26-icpchina

小编温馨提示:有参会需求的朋友强烈建议您尽早购票,根据以往惯例,票价每隔一段时间会涨一次价,到后面只会越来越贵,提前买票可以为您省下不少银子!
延伸阅读:
共识大会回归香港,并将于 2026 年在迈阿密首次亮相2026 年香港共识大会将于 2 月 10 日至 12 日回归,并推出更多精彩内容2025 Consensus 首届香港共识大会圆满结束,宣布将于 2026 年重返亚洲

#CoinDesk #香港共识大会 #ConsensusHK2026 #solana

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🔥 TRON is on fire at Consensus Hong Kong 2026🚀 As a powerhouse 4-Block sponsor, we're dominating Asia's biggest Web3 stage. Feb 12th, 1:55–2:10 PM: @JustinSun drops a must-watch keynote: “Building Resilient Blockchain Infrastructure for a Changing World” on the Auros Mainstage. The future of scalable, unstoppable blockchain is now. Who's tuning in? 🌍💥 See you in HK or catch the vibes online #TRONEcoStar #ConsensusHK2026 #Web3 @Consensus_hk @TRONDAO @trondaoCN
🔥 TRON is on fire at Consensus Hong Kong 2026🚀

As a powerhouse 4-Block sponsor, we're dominating Asia's biggest Web3 stage.

Feb 12th, 1:55–2:10 PM: @Justin Sun孙宇晨 drops a must-watch keynote: “Building Resilient Blockchain Infrastructure for a Changing World” on the Auros Mainstage.

The future of scalable, unstoppable blockchain is now. Who's tuning in? 🌍💥

See you in HK or catch the vibes online

#TRONEcoStar #ConsensusHK2026 #Web3 @Consensus_hk @TRON DAO @trondaoCN
𝗧𝗥𝗢𝗡 𝗦𝗵𝗼𝘄𝗰𝗮𝘀𝗲𝘀 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗪𝗲𝗯𝟯 𝗶𝗻 𝗛𝗼𝗻𝗴 𝗞𝗼𝗻𝗴! @TRONDAO is making a major statement at Consensus Hong Kong 2026, stepping in as a 4-Block Sponsor and bringing real infrastructure to the spotlight. Across two packed days, the TRON ecosystem is showcasing how blockchain moves beyond theory into production. Expect live demos, hands-on sessions, and direct conversations with the teams building on TRON including SUN.io, JustLend, WINkLink, BitTorrent, AINFT, and more. A key moment to watch: Justin Sun will take the Auros Mainstage to deliver a keynote on building resilient blockchain systems for a world that never stands still. His session will highlight how scalability, cost predictability, and reliability are shaping the next generation of Web3 infrastructure. At the TRON Eco booth, builders and partners are sharing real deployment frameworks, from stablecoin settlement rails and oracle-powered automation to decentralized storage and AI-integrated workflows. Attendees can explore pilot templates, integration guides, and proven strategies designed to help projects move confidently from prototype to production. Whether your focus is throughput efficiency, trusted data, or sustainable scaling, this is where practical Web3 meets real-world implementation. Developers, community leaders, and engineers will also be available for live clinics and one-on-one discussions throughout the event. If you’re not in Hong Kong, stay connected through TRON’s official channels for live updates, keynote highlights, and exclusive behind-the-scenes content. The future of scalable Web3 is being built now and TRON is right at the center of it. #TRON #ConsensusHK2026 @JustinSun #TRONEcoStar
𝗧𝗥𝗢𝗡 𝗦𝗵𝗼𝘄𝗰𝗮𝘀𝗲𝘀 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗪𝗲𝗯𝟯 𝗶𝗻 𝗛𝗼𝗻𝗴 𝗞𝗼𝗻𝗴!

@TRON DAO is making a major statement at Consensus Hong Kong 2026, stepping in as a 4-Block Sponsor and bringing real infrastructure to the spotlight.

Across two packed days, the TRON ecosystem is showcasing how blockchain moves beyond theory into production. Expect live demos, hands-on sessions, and direct conversations with the teams building on TRON including SUN.io, JustLend, WINkLink, BitTorrent, AINFT, and more.

A key moment to watch: Justin Sun will take the Auros Mainstage to deliver a keynote on building resilient blockchain systems for a world that never stands still. His session will highlight how scalability, cost predictability, and reliability are shaping the next generation of Web3 infrastructure.

At the TRON Eco booth, builders and partners are sharing real deployment frameworks, from stablecoin settlement rails and oracle-powered automation to decentralized storage and AI-integrated workflows. Attendees can explore pilot templates, integration guides, and proven strategies designed to help projects move confidently from prototype to production.

Whether your focus is throughput efficiency, trusted data, or sustainable scaling, this is where practical Web3 meets real-world implementation. Developers, community leaders, and engineers will also be available for live clinics and one-on-one discussions throughout the event.

If you’re not in Hong Kong, stay connected through TRON’s official channels for live updates, keynote highlights, and exclusive behind-the-scenes content.

The future of scalable Web3 is being built now and TRON is right at the center of it.

#TRON #ConsensusHK2026 @Justin Sun孙宇晨 #TRONEcoStar
Tom Lee's insightful presentation at Consensus HK 2026 🔷Ethereum will form a perfect bottom if it touches $1890 again: The crypto market needs a Bitcoin reversal, which requires a weakening of gold. He believes this shift will occur this year. Regarding Ethereum, he points out that since 2018, Ethereum has experienced eight drops exceeding 52%, and each of those drops resulted in a V-shaped bottom reversal. Last year, from January to March, Ethereum fell by 64%, but subsequently recovered at almost the same pace. Tom Lee states that if Ethereum touches $1890 again, it will form a perfect bottom. He believes Ethereum is currently very close to its bottom, and investors should look for opportunities rather than sell. Furthermore, he emphasizes that Ethereum's future drivers include Wall Street's reconstruction of the financial system based on blockchain, the application of AI agents, and the creator economy. He states that while there are still internal divisions within Wall Street, the willingness to use public blockchains is clear. #ConsensusHK2026 $ETH {future}(ETHUSDT)
Tom Lee's insightful presentation at Consensus HK 2026

🔷Ethereum will form a perfect bottom if it touches $1890 again:

The crypto market needs a Bitcoin reversal, which requires a weakening of gold. He believes this shift will occur this year.

Regarding Ethereum, he points out that since 2018, Ethereum has experienced eight drops exceeding 52%, and each of those drops resulted in a V-shaped bottom reversal.

Last year, from January to March, Ethereum fell by 64%, but subsequently recovered at almost the same pace.

Tom Lee states that if Ethereum touches $1890 again, it will form a perfect bottom.

He believes Ethereum is currently very close to its bottom, and investors should look for opportunities rather than sell.

Furthermore, he emphasizes that Ethereum's future drivers include Wall Street's reconstruction of the financial system based on blockchain, the application of AI agents, and the creator economy. He states that while there are still internal divisions within Wall Street, the willingness to use public blockchains is clear.

#ConsensusHK2026

$ETH
【研幣大叔硬核研報】雙城閃擊戰:今晚杜拜大會,Vanar 準備翻開哪張商業底牌?各位讀者好,我是研幣大叔。2026 年 2 月 9 日,當市場還在比特幣 72,000 美元的洗盤中顫抖時,真正聰明的資金已經看向杜拜與香港。 今天,杜拜 AIBC Eurasia 正式開幕;明天, Consensus Hong Kong 接力。 Vanar ( $VANRY ) 這次選擇同步進攻兩大核心戰場,大叔我認為這不僅是為了曝光,更是為了完成從「基建」到「商業變現」的最後一躍。 一、 為什麼是杜拜與香港?大叔的「雙城」解碼 杜拜是全球 AI 監管的風向標,而香港是亞洲資本的閘門。 * 杜拜場( 2 月 9-11 日 ): 重點在於 AI 落地與合規。 Vanar 選擇在這裡展示 Kayon AI 推理引擎 與 Neutron 語義記憶層。對中東的主權基金與政府機構來說,他們需要的是一套能直接在鏈上理解合規合約的系統,而不僅僅是一個記帳本。 * 香港場( 2 月 10-12 日 ): 重點在於 IP 流量與 PayFi 結算。依託其 7 億次下載的遊戲基因, Vanar 在香港對接的是亞洲巨大的娛樂資產。 二、 今晚大會的三個「 Alpha 」觀察點 今晚杜拜的演說,有幾個數據是大叔我要大家盯死的,這將決定 Vanar 未來一年的價值中軸: * Governance 2.0 的「權力邊界」: 這不是那種「選下一場活動在哪辦」的假治理。根據最新情報,治理 2.0 將涉及持幣者對 AI 模型參數 與 生態激勵分配 的直接控制。如果治理能影響到 AI 運算的獲利分潤,那代幣性質將發生質變。 * 訂閱制( Subscriptions )的商業落款: 這是今晚的核心。 myNeutron 與 Kayon 即將從測試期轉向付費期。我們要看的是:訂閱費是否強制用 VANRY 支付?產生的收益有多少百分比會進入「回購並銷毀( Buy-back and Burn )」池? * 企業級試點名單( Enterprise Pilots ): 除了我們熟知的 Google Cloud 與 Worldpay,今晚是否會拋出新的「大廠簽約」名單?在 2026 年的商務邏輯裡,大廠的訂閱代表了真實的、具備數據鎖定效應的剛性買盤。 三、 與大廠簽約:從「利多消息」到「數據護城河」 大叔我一向對那種「合作夥伴」字眼保持警惕。但 Vanar 與大廠的邏輯不同,當企業開始利用 Neutron 層 將法律卷宗或地產資產進行 500:1 語義壓縮並存儲時,其切換系統的成本極高。這就是所謂的「數據黏性」。只要大廠開始使用,這台通縮碎紙機就不會停下來。 大叔專研總結: 今晚杜拜大會的訊息是引信,明天香港大會的資本對接是炸藥。在目前恐慌指數 17 的低谷期,看懂這場「商業化轉身」背後的數據邏輯,你才會明白:當技術不再是老調重彈,而是變成企業的訂閱帳單時,$VANRY 的價值紅利才剛要噴發。 #Vanar $VANRY @Vanar #AIBC2026 #ConsensusHK2026 #payfi {future}(VANRYUSDT)

【研幣大叔硬核研報】雙城閃擊戰:今晚杜拜大會,Vanar 準備翻開哪張商業底牌?

各位讀者好,我是研幣大叔。2026 年 2 月 9 日,當市場還在比特幣 72,000 美元的洗盤中顫抖時,真正聰明的資金已經看向杜拜與香港。
今天,杜拜 AIBC Eurasia 正式開幕;明天, Consensus Hong Kong 接力。 Vanar ( $VANRY ) 這次選擇同步進攻兩大核心戰場,大叔我認為這不僅是為了曝光,更是為了完成從「基建」到「商業變現」的最後一躍。

一、 為什麼是杜拜與香港?大叔的「雙城」解碼
杜拜是全球 AI 監管的風向標,而香港是亞洲資本的閘門。
* 杜拜場( 2 月 9-11 日 ): 重點在於 AI 落地與合規。 Vanar 選擇在這裡展示 Kayon AI 推理引擎 與 Neutron 語義記憶層。對中東的主權基金與政府機構來說,他們需要的是一套能直接在鏈上理解合規合約的系統,而不僅僅是一個記帳本。
* 香港場( 2 月 10-12 日 ): 重點在於 IP 流量與 PayFi 結算。依託其 7 億次下載的遊戲基因, Vanar 在香港對接的是亞洲巨大的娛樂資產。

二、 今晚大會的三個「 Alpha 」觀察點
今晚杜拜的演說,有幾個數據是大叔我要大家盯死的,這將決定 Vanar 未來一年的價值中軸:
* Governance 2.0 的「權力邊界」:
這不是那種「選下一場活動在哪辦」的假治理。根據最新情報,治理 2.0 將涉及持幣者對 AI 模型參數 與 生態激勵分配 的直接控制。如果治理能影響到 AI 運算的獲利分潤,那代幣性質將發生質變。
* 訂閱制( Subscriptions )的商業落款:
這是今晚的核心。 myNeutron 與 Kayon 即將從測試期轉向付費期。我們要看的是:訂閱費是否強制用 VANRY 支付?產生的收益有多少百分比會進入「回購並銷毀( Buy-back and Burn )」池?
* 企業級試點名單( Enterprise Pilots ):
除了我們熟知的 Google Cloud 與 Worldpay,今晚是否會拋出新的「大廠簽約」名單?在 2026 年的商務邏輯裡,大廠的訂閱代表了真實的、具備數據鎖定效應的剛性買盤。

三、 與大廠簽約:從「利多消息」到「數據護城河」
大叔我一向對那種「合作夥伴」字眼保持警惕。但 Vanar 與大廠的邏輯不同,當企業開始利用 Neutron 層 將法律卷宗或地產資產進行 500:1 語義壓縮並存儲時,其切換系統的成本極高。這就是所謂的「數據黏性」。只要大廠開始使用,這台通縮碎紙機就不會停下來。

大叔專研總結:
今晚杜拜大會的訊息是引信,明天香港大會的資本對接是炸藥。在目前恐慌指數 17 的低谷期,看懂這場「商業化轉身」背後的數據邏輯,你才會明白:當技術不再是老調重彈,而是變成企業的訂閱帳單時,$VANRY 的價值紅利才剛要噴發。
#Vanar $VANRY @Vanarchain #AIBC2026 #ConsensusHK2026 #payfi
🚀 Don’t Miss This Exclusive Offer! | Consensus Hong Kong 2026🚀 🎟 Get 20% OFF on your Consensus HK 2026 tickets using promo code COINGABBAR20 ✨ Bonus: Book through our promo link and receive 1 FREE Press Release on   CoinGabbar.com 🔗 Book Now:   go.coindesk.com/hk26-coingabba... 📩 For details: events@coingabbar.io | @Event_Gabbar Let’s make #ConsensusHK2026 unforgettable — don’t miss this limited-time offer! 💥 Visit-  Coingabbar #ConsensusHK2026 #CryptoEvents #Coingabbar20 #DiscountOffer
🚀 Don’t Miss This Exclusive Offer! | Consensus Hong Kong 2026🚀

🎟 Get 20% OFF on your Consensus HK 2026 tickets using promo code COINGABBAR20
✨ Bonus: Book through our promo link and receive 1 FREE Press Release on   CoinGabbar.com

🔗 Book Now:   go.coindesk.com/hk26-coingabba...
📩 For details: events@coingabbar.io
| @Event_Gabbar

Let’s make #ConsensusHK2026 unforgettable — don’t miss this limited-time offer! 💥

Visit-  Coingabbar

#ConsensusHK2026 #CryptoEvents #Coingabbar20 #DiscountOffer
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