I spent some time looking into the VANRY value loop and it really comes down to whether Neutron and Kayon become the standard for builders. The tech behind shrinking massive files into verifiable seeds is impressive, and seeing Kayon handle the heavy lifting for on-chain logic shows there is a real engine for demand there.
It moves the needle from simple transactions to actual utility. That said, I noticed the official blog hasn't updated since the weekly recap on January 18th. For this cycle to really stay alive and move past speculation, we need to see those tools being adopted as the default and get some fresh updates from the team.