Sora 空

I wasn’t even planning to look at Fogo tonight. I was just scrolling and somehow ended up reading threads and docs and random comments and now it’s 1:47am and I’m sitting here wondering if this is actually something… or just another “fast L1” I’ll forget in six months.

The SVM angle is what hooked me. I’ll admit that.

Using Solana’s virtual machine instead of building some weird custom thing from scratch is kind of… practical? Like at least they’re not pretending they invented physics. Solana’s execution model works. It’s been battle tested. It’s messy sometimes, sure, but it runs hot. So Fogo leaning into that doesn’t feel stupid.

But then my brain immediately goes wait… if you’re using SVM… why not just build on Solana?

I keep circling back to that. It’s like opening a burger place right next to McDonald’s and saying “don’t worry guys, we use the same kitchen equipment.” Cool. But why though.

I get the sovereignty angle. Control your own consensus, tweak incentives, don’t rely on Solana governance, optimize stuff differently. That part makes sense. Independence matters in crypto. People love their own chain. Everyone wants to be the main character.

Still… high performance isn’t rare anymore. It used to be impressive. Now it’s like saying your phone has a fast chip. Yeah, so does everyone else’s.

Solana. Sui. Aptos. Sei. Monad coming soon. It’s like we’re stacking sports cars in a city with traffic jams and no drivers. We don’t even have enough real users to justify half this infrastructure.

And that’s what makes me uneasy.

It’s not that Fogo looks bad. It doesn’t. Actually it looks thoughtful. Using SVM isn’t random hype, it’s a calculated move. Less dev friction. Rust devs don’t have to relearn everything. Tooling already exists. That’s smart.

But smart doesn’t equal necessary.

I think the only way this works is if they specialize. If they just go “we’re fast too,” that’s dead on arrival. If they optimize for something specific — gaming, latency heavy DeFi, on-chain orderbooks that don’t choke — then okay, I can see the angle. SVM is built for parallel execution. That’s real.

But if it’s just another general purpose chain hoping liquidity magically appears… idk man.

Liquidity doesn’t just show up because your TPS number is high. Stablecoins, bridges, wallets, exchange support — that stuff takes grind and relationships and timing. And tokenomics. God… tokenomics probably matter more than the tech.

If insiders hold everything and emissions are aggressive, it won’t matter how fast it is. We’ve seen that movie already.

And culture. That’s the weird part nobody talks about. Ethereum has that serious institutional vibe. Solana has chaos energy and meme velocity. Chains are tribes. If Fogo doesn’t build identity, it’ll just feel like “Solana but not Solana.”

But also… maybe that’s the point?

Maybe execution environments becoming modular is the bigger trend. SVM here, EVM there, different consensus under the hood. If Fogo is betting on that future, that’s actually kind of forward thinking.

I keep going back and forth.

Part of me thinks this is quietly clever. Like the kind of project that looks boring until a bull market and then suddenly everyone’s calling it the next big thing. Crypto has the memory of a goldfish.

Another part of me thinks we’re just building more highways when there aren’t enough cars. Speed for what? For traders to rotate liquidity between chains every few months?

I don’t hate it. I’m not sold either.

It feels like a solid technical decision wrapped in a brutally competitive arena. And competition in L1 land is vicious. Gravity matters more than elegance. If developers don’t show up, none of this matters.

So yeah… I’m intrigued. Cautiously. But I’m not emotionally attached.

I’ve learned that lesson already.

@Fogo Official #fogo $FOGO

Man… I wasn’t even planning to look into Vanar tonight. I was just scrolling and somehow ended up deep diving into it at like 1am. Classic.

At first I thought, great, another Layer 1. Because that’s exactly what we needed, right? One more chain promising adoption and scale and whatever. I’ve seen this movie too many times. Fast chain, big vision, token pumps, then everyone disappears when volume dries up.

But Vanar’s angle is kinda different. Or at least it feels different. It’s not screaming “we’re faster than Ethereum.” It’s more like… gaming, brands, metaverse, AI. Which honestly makes more sense than another DeFi ghost town.

Still. I don’t trust it fully.

I keep thinking about how many chains tried to ride the metaverse wave. Remember that phase? Everything was virtual land and partnerships and digital collectibles. Most of that stuff died quietly. Vanar came out of that Virtua ecosystem though, and they didn’t just vanish when hype cooled off, which I’ll give them credit for. They doubled down and built their own chain instead of depending on someone else’s. That’s either conviction or insanity.

The gaming angle is what keeps me interested. If crypto ever actually hits normal people, it won’t be through some yield farming dashboard. It’ll be through games. Kids buying skins don’t care about what chain it’s on. They just want the skin. That part feels obvious. And Vanar leaning into VGN and games kinda makes sense.

But I’ve also seen “GameFi” turn into glorified token Ponzinomics. People show up for rewards, not fun. Farm, dump, leave. Repeat. If the games aren’t actually good, it won’t matter what chain powers them. It’s like building a fancy highway to nowhere. Cool infrastructure… zero destination.

And the brand thing. This is where I’m torn.

On one hand, brands experimenting with Web3 feels like that friend who keeps trying new diets every month. They’re curious but not committed. We’ve seen so many awkward NFT drops that nobody cared about. If Vanar can actually make it seamless and invisible for users, maybe there’s something there. If it turns into “big partnership announced” and then zero on-chain activity… I’ve seen that too.

The VANRY token though… that’s the real question for me. Everything sounds nice until you ask, is there actual demand for the token beyond speculation? Because let’s be honest, most L1 tokens run on vibes before they run on usage. If games and brand stuff actually generate transactions consistently, okay, that’s different. If not, it’s just another cycle coin I stare at in my portfolio wondering why I didn’t trim.

I keep going back and forth. Part of me thinks entertainment is the only realistic path for crypto adoption. Finance scares normal people. Gaming doesn’t. Digital collectibles don’t. That thesis makes sense in my head. Then the other part of me remembers how brutal this space is. Ethereum has gravity. Solana has momentum. Base has Coinbase backing. Where exactly does Vanar wedge itself in?

Also… they’re trying to do a lot. Gaming, metaverse, AI, eco solutions, brands. That’s a buffet. Sometimes buffets are great. Sometimes it just means nothing is really that good.

Timing matters too. Metaverse hype cooled off hard. AI is hot. Gaming is steady but competitive. If they’re aligned with where attention flows next cycle, they could catch a wave. If not, they might just float around unnoticed.

I don’t think it’s a scam or vaporware. It doesn’t feel like that. It feels like a team that genuinely believes consumer-facing Web3 is the answer. And I respect that. I just don’t know if belief is enough in a market that eats narratives for breakfast.

Maybe I’m overthinking it. I’ve been burned before so everything looks suspicious now. That’s what this market does to you. You start analyzing token velocity at 2am like it’s going to solve your life.

Anyway… I’m not all-in, not out either. Just watching. Carefully. Because if they actually manage to make blockchain invisible inside games and brand experiences, that’s big. If they don’t… it’s just another L1 I’ll scroll past next year wondering what happened.

Crypto’s funny like that. It can turn “this might be interesting” into “why did I buy this” real fast.

#Vanar @Vanarchain $VANRY

Man I didnt plan to look into Fogo tonight I was just scrolling half bored half looking for something to convince me Im still early to something and now its 2am and Im thinking about another Layer 1 Of course its another L1 Why wouldnt it be

But its using the Solana Virtual Machine and thats the part that made me pause

Because okay thats not stupid Its actually kind of smart Instead of doing the whole we built a revolutionary new VM that nobody understands thing theyre just plugging into SVM That means devs dont have to relearn everything Rust people can just keep being Rust people Tooling already exists That friction part is lower And friction kills projects fast

Still though

Its another L1

I keep coming back to that Like how many of these do we need Every cycle its the same pitch Faster Cheaper More scalable Ive read those words so many times they dont even register anymore Its like when every burger place says premium quality after a while it just means nothing

But the SVM choice does feel intentional Not ego driven Theyre not trying to kill Ethereum or whatever dramatic thing founders love saying It feels more like okay Solana works lets build around that philosophy but maybe tweak things I respect that I think

Then again why wouldnt you just build on Solana

Thats the part I cant shake Solana already has liquidity culture actual users So if Im a serious team why go to Fogo unless it gives me something I cant get there And Im not talking about slightly faster blocks I mean something real Because slightly better doesnt move capital in crypto It doesnt move attention either

I do think performance matters though Like actually matters We cant pretend people are going to use onchain apps if everything feels clunky If Fogo really focuses on stable consistent performance under real load not just flexing TPS numbers in a lab thats meaningful Thats not nothing

But thats also what everyone says

And Im tired of believing decks

The bigger thing is narrative Chains dont win because theyre perfect They win because people believe theyre inevitable Ethereum has this ideology thing going Solana has this speed cult energy Avalanche had its subnet moment Even Aptos and Sui had that academic Move language mystique for a while

Whats Fogos story Im not fully seeing it yet

Maybe thats fine Maybe its early Or maybe thats the problem If its just optimized SVM chain that feels thin It needs a lane Gaming High frequency DeFi Something Otherwise its like building a massive highway in the desert and hoping cities appear later Sometimes they do Sometimes it just becomes an expensive road nobody uses

And dont even get me started on token models If this turns into another emissions heavy bootstrap thing that only works in a bull market I swear weve seen how that ends Its fun until its not Then everyone disappears

At the same time and this is where I contradict myself I kind of like that its not an EVM clone Im so bored of EVM chains Its just copy paste with different branding At least SVM signals theyre betting on performance culture Thats a real bet Thats not playing safe

But betting near Solana is dangerous too Youre always compared Always measured If Solana improves where does that leave you If Solana dominates are you just the smaller sibling forever

I dont hate it though Thats the annoying part I expected to dismiss it completely Instead Im sitting here thinking okay maybe And I dont know if thats conviction or just late night optimism creeping in

Crypto has this pattern where we overfund infrastructure and underfund actual apps Everyone wants to build the base layer Fewer people want to build the thing people actually touch If Fogo doesnt get real apps that people care about none of this matters None of it Fast chain slow chain doesnt matter if nobodys there

So yeah Im intrigued But also cautious Ive been burned by promising L1 too many times to get excited easily Its like dating someone who says theyre different maybe they are maybe theyre not but youre not rushing in anymore

Ill keep watching it

Not aping in Not ignoring it either

Just watching

@Fogo Official #fogo $FOGO

I have been staring at charts all day and somehow ended up deep diving Vanar at like 130am which is usually how bad decisions start

I do not know man Part of me actually likes it And that annoys me a bit

It is another L1 Yeah I know We have like 400 of those Every cycle it is the same thing faster cheaper scalable built for mass adoption Cool Heard it before Most of them end up like abandoned malls in small towns Big parking lot No people

But Vanar is not screaming about DeFi or being the fastest chain alive They are leaning into gaming entertainment brands metaverse stuff And that angle feels slightly less delusional than some others

The team being from gaming and entertainment actually makes sense Like if you are trying to onboard normal people you probably should not start with yield farming tutorials Gamers already buy skins and useless cosmetic stuff happily So digital ownership does not feel insane there

Still the next 3 billion users line always makes me roll my eyes Every project says that It is like crypto version of this time is different Maybe it is Maybe it is not I have been burned enough times to not clap immediately

They have Virtua and that VGN gaming network already running which at least means this is not just a whitepaper fantasy I respect that Building products first instead of just promising ecosystem growth through grants is smarter Distribution matters more than tech most of the time anyway

But then I think about the metaverse and I get flashbacks 2021 was wild People buying virtual land like it was beachfront property in Monaco Now half those places feel like ghost towns So when I see metaverse I kind of flinch

Maybe it is just bad timing trauma Or maybe we were just early Or maybe it was overhyped nonsense I honestly do not know anymore

The gaming angle feels more real though If they can hide the blockchain part completely like completely then maybe it works Because no normal gamer wants to bridge tokens Nobody wants to think about gas fees If my cousin can play something built on Vanar and not even know it is crypto that is when it matters

VANRY as a token yeah That is where my trader brain kicks in Gas staking ecosystem utility Standard stuff The question is always the same does activity actually create real demand or is it just narrative fuel for pumps I have seen chains with active ecosystems where the token still bleeds because no one actually needs it

And we really do not need another L1 That is the uncomfortable truth Ethereum dominates Solana is fast and has culture Others are fighting for scraps Launching a base layer now is like opening a new coffee shop in a city with 200 coffee shops already You better have something very different or people will not care

But owning the stack does give them control No dependency on Ethereum congestion No begging for upgrades That part I get It is risky but at least it is deliberate

What I cannot figure out is whether they are focused or just touching every hot narrative at once Gaming AI Brands Eco Metaverse That is either strategic positioning or mild ADHD I keep going back and forth on that

The AI integration could actually make sense inside games and virtual worlds Or it could just be slapped on because everything needs AI now Hard to tell from the outside

I am not dismissing it though That is the thing Usually when I look at new L1s I feel nothing This one at least makes me think okay maybe And that maybe is dangerous because that is how I end up opening a position at 2am

It does not feel like vaporware It also does not feel like a guaranteed breakout It feels like one of those projects that could quietly build and then suddenly people act like it was obvious all along Or it just drifts sideways for years while louder chains steal attention

Crypto does not reward logic consistently anyway Sometimes the best tech loses Sometimes the loudest meme wins I have stopped pretending I can predict which

Right now Vanar sits in that weird category in my head not hype trash not obvious winner Just interesting Which honestly might be the most uncomfortable place for a project to be because you cannot ignore it but you cannot fully trust it either

Anyway I should probably sleep before I convince myself to ape in

But yeah I am watching it Carefully Or at least pretending to be careful

#Vanar @Vanarchain $VANRY

Man I wasnt even planning to look into Vanar tonight and now its 2am and Im half convinced and half rolling my eyes

Another L1 I know That alone makes me tired Weve buried so many next generation chains already its starting to feel like a crypto graveyard with better branding Every cycle its the same thing faster cheaper built for mass adoption Sure

But Vanar isnt exactly pitching the usual DeFi casino stuff and thats what made me pause Theyre leaning hard into gaming entertainment brands consumer stuff Not just TPS flexing And weirdly thats kind of smarter Or maybe Im just sleep deprived

The Virtua metaverse part I remember hearing about that before It didnt feel totally vapory They actually had brand tie ins That matters Brands dont just throw their IP around for random Discord projects Well most dont So that gave me a little confidence

Still metaverse talk gives me PTSD from 2021 Virtual land digital skyscrapers people acting like wed all live in VR by now That hype died fast So Im like are we really doing this again Or is this a quieter more realistic version

Gaming though gaming makes sense Its the only place where crypto kind of fits naturally Players already buy skins and random cosmetic stuff If blockchain just sits underneath and no one has to think about wallets or gas that could work If it turns into another token farming simulator disguised as a game its dead on arrival Players are brutal They can smell a cash grab like sharks smell blood

Theyve got this VGN games network angle too trying to build an ecosystem instead of just one game Thats ambitious Ambitious is good Ambitious is also dangerous Its like opening five restaurants at once because your first one did okay

And then of course AI Because its 2026 and if you dont say AI at least twice investors look at you funny I dont hate the angle Ownership and verification in AI driven content actually makes sense But I cant tell anymore whats real strategy and whats just narrative surfing

The token part is what always messes with my head VANRY powers everything sure standard L1 playbook But if they actually want mainstream users normal people cant be thinking about staking and gas volatility just to play a game Thats like asking my cousin to understand liquidity pools before he downloads Fortnite Not happening

Whats interesting though is the entertainment background Crypto devs usually build like theyre competing in a math contest These guys seem to think more about distribution and IP and actual experiences That might matter more than speed benchmarks Adoption doesnt come from whitepapers It comes from stuff people want

But heres where I start doubting again

The L1 space is brutal Ethereum isnt going anywhere Solanas fast and already owns a chunk of gaming mindshare Polygon has brand deals everywhere Immutable is laser focused on gaming So where does Vanar wedge itself in Being consumer first sounds good but everyone says that now

I keep going back and forth Part of me thinks this could quietly become infrastructure for branded digital stuff and no one outside the industry will even know its there Like the plumbing in a house No one cares unless it breaks And thats actually kind of bullish

Then part of me thinks its just another well designed chain in a very crowded room where everyone is shouting

The whole next 3 billion users thing always makes me laugh a little People dont wake up wanting decentralization They want convenience If Vanar can make blockchain invisible thats the only way this works If users have to know theyre on a blockchain its already too complicated

I dont think its vaporware Thats something It feels like a real attempt But crypto eats real attempts all the time

Honestly Im not sold but Im not dismissing it either Its sitting in that annoying middle zone where I can see the potential but I can also see the ways it could just slowly fade while louder chains dominate the narrative

Maybe Im just tired Or maybe thats the only way to look at L1s now cautiously slightly cynical but still curious enough to keep watching

Anyway I need sleep My portfolio and my brain both look over leveraged right now

#Vanar #vanar @Vanarchain $VANRY

I didnt plan to look into Fogo tonight and now Im sitting here half awake thinking about another high performance L1 like I dont already have enough charts open

Its SVM based which okay thats actually smart Ill give them that At least theyre not inventing some random VM no one asked for Solanas execution model works Devs know it Tools exist That part makes sense It feels practical Almost boring And boring in infra is kinda good

But then my brain immediately goes yeah cool but we already have Solana

Thats the part I cant shake

If youre building on SVM and pushing performance harder are you competing with Solana or just orbiting it Because competing with Solana is like opening a burger shop next to McDonalds and saying yours is 3 percent juicier Maybe true Still tough

I do like the performance angle though I always respect teams that focus on execution speed and efficiency instead of just narrative farming If theyre actually optimizing validators and throughput properly thats real work Not just TPS screenshots on Twitter

Still Ive seen this before Every cycle its faster chain better design this time its different And sometimes it is different But most of the time liquidity just doesnt show up And without liquidity its just quiet

Thats the thing nobody wants to admit Tech is cool but network effects are brutal Devs go where users are Users go where money is Money goes where hype is Its like trying to start a party in an empty room while the big club next door already has a line outside

And I keep going back and forth in my head Part of me thinks if SVM becomes bigger than just Solana like a whole ecosystem of chains then yeah being early there could matter That could actually be a smart long term positioning Not flashy just strategic

But part of me also thinks maybe this is just another almost better chain And crypto doesnt reward almost It rewards dominance or something radically different Middle ground chains get forgotten Fast

Im also slightly worried about the usual trade offs High performance always sounds amazing until hardware requirements creep up and validators get concentrated and then people pretend its fine Its never fully fine Theres always a compromise somewhere Always

And token economics man That part decides everything If they over incentivize you get mercenary farmers who disappear in six months If they under incentivize nobody shows up in the first place Its like trying to heat a house with the windows open

I dont hate it though Thats the weird part Im not dismissing it It doesnt feel like vaporware It feels intentional Like someone actually sat down and said okay were not reinventing crypto were optimizing what already works

But is that enough

I honestly dont know Ive been wrong before Many times Sometimes the quiet infra plays end up being monsters two years later Sometimes they just fade and you forget you ever researched them at 2am

Right now Im just curious Cautious Slightly intrigued Slightly tired

Maybe Im just exhausted from watching L1 launches for years and I cant tell anymore which ones matter and which ones are just really well designed websites

Anyway I need sleep My brain keeps looping back to the same question and Im not getting closer to an answer

@Fogo Official #fogo $FOGO