FangCrypto

Intuitive Wealth: When the screen is full of shitcoins crashing, I bottomed out at $0.09

In February 2026, I opened Twitter, and it was all about the frenzy of shitcoins (Memecoins). Today it doubles, tomorrow it crashes, and the retail investors are going crazy.
But this is precisely the sexiest moment for Plasma (XPL).
What is the hardest part of investing? It's enduring loneliness. While everyone is making noise at the casino, Peter Thiel and Tether are quietly building roads outside.
Shitcoins are products of emotion, they come quickly and go quickly.
Infrastructure is a necessity; it not only survives but will also carry the financial flows of the next decade.
The current $0.09 is not garbage time; it's the eve of value return.
Do you want the thrill of getting rich overnight, or the confidence to withstand bull and bear markets? In this game of 'long-term' vs. 'explosion', I choose to stand on the foundation side. When the tide goes out, you'll find out who the real swimmers without clothes are.
(Suggested image: a comparison image, left side is the collapsing Meme K-line, right side is the steadily bottoming XPL K-line)
Are you brave enough to bet when no one else believes? That's the mindset of a big player. @Plasma
$XPL
#Plasma

EVM is just a ticket, have you seen Vanar's "trump card"?

Where developers flow, the peak of coin prices is.
In Web3, Vanar Chain ($VANRY ) is not only compatible with EVM, it is seizing developers through "dimensionality reduction":
1. Old model: Struggling with Solidity code + piecing together off-chain AI, both expensive and slow.
2. Vanar model: Directly calling Neutron (memory) and Kayon (inference).
What does this mean? It means a 10x increase in development efficiency! This is a Web3 operating system with built-in AI components.
When the application layer explodes in 2026, smart developers will have already completed the migration. Don't just stare at the K-line, check out the commit volume on GitHub! There lies the real hundredfold password.🚀
#vanar #VANRY @Vanarchain #BinanceSquare

【Developer Perspective】The AI Development Dividend under EVM Compatibility: Why Choose Vanar?
In the competition of the Web3 ecosystem, there is an eternal iron rule: wherever developers flow, value will settle there. For developers, the logic of choosing the underlying chain is very realistic—barriers must be low, and ceilings must be high. Vanar Chain precisely finds the optimal solution at this balance point. By fully compatible with EVM (Ethereum Virtual Machine), Vanar allows countless mature Solidity developers to seamlessly enter the AI native track without needing to relearn complex programming languages.
However, EVM compatibility is just the ticket; the real killer feature lies in the **“AI Componentization” capability** that Vanar provides to developers. On traditional public chains, if you want to develop a DApp with AI capabilities, you must deal with complex off-chain oracle logic or expensive computational overhead. But on Vanar, developers can directly invoke the underlying Neutron semantic memory layer and Kayon inference engine.
The deep game of developer dividends:
Reducing integration costs: The AI interaction logic that previously required months of development can be achieved on Vanar by calling the native Intelligence Layer interface. This not only shortens the time to market (TTM) but also greatly reduces the R&D costs for startup teams.
Breaking the “data wall”: The Neutron memory layer provides DApps with native contextual storage capabilities. This means developers can build DeFi protocols or game AIs with “user memory,” a differentiated competitive advantage that traditional L1 cannot provide.
Attraction of the 2026 delivery node: As the expected arrival of the AI tool subscription model in Q1 2026 approaches, early participating developers will enjoy the first wave of traffic dividends and ecological incentives.
Summary: For developers, Vanar is not just a chain; it is more like a Web3 OS integrating a series of AI development kits. When developers no longer need to worry about the transparency of underlying reasoning and data memory, phenomenal AI native applications may truly explode.
#vanar $VANRY @Vanarchain

Cold Thoughts on Chip Structure: Who Is Guarding the Chips During the Lock-up Period (Cliff)?
The biggest fear in investing is not the drop in coin prices, but not knowing where the bottom is. However, at this point in February 2026, looking at the $0.09 XPL, I instead feel a rare sense of security. This sense of security comes from a term that many people do not understand: Cliff (Lock-up Period).
Flipping through the white paper on Plasma's token economics, you will discover an interesting phenomenon: although the total supply reaches 10 billion tokens, the current circulation is only around 18%. More crucially, at this very moment, we are in a strong lock-up window for the core team and early investors (including Founders Fund and Bitfinex).
What does this mean? It means that those “whales” holding massive amounts of chips cannot move their coins, just like you. In this price range, there is no selling pressure from the project side or the primary market. The current decline is more about the self-sabotage of retail investors' emotions. This “forced lock-up” has, in fact, built a temporary community of interests between institutions and retail investors.
Think from another perspective: if you are Peter Thiel or the development team of Plasma, and your chips can only be gradually released over the next few years, would you allow the coin price to languish at $0.09? Obviously not. They are more motivated than anyone else to grow the ecosystem and bring the coin price back to the valued range before the unlocking period arrives. Therefore, the current “calm” is not the silence of death, but the buildup of funds waiting to move when they cannot sell. For retail investors, establishing a position at this level where institutions are “trapped” (or locked) is essentially swimming in the moat of the big players.
[Suggested to insert image: XPL Token Release Timeline (Vesting Schedule), highlighting that the current time point is in the “low release slope” flat area]
In this market, even the manipulators are forced to be “friends of time,” so why rush to cut losses?
@Plasma
$XPL
#Plasma

Salary, commission, and profit-sharing are most feared not for making mistakes, but for "not reconciling."

I noticed that once stablecoins move from personal transfers to "bulk payments," the difficulty increases immediately. Sending USDT to one person is easy, but paying salaries to one hundred people, settling commissions with channels, and doing profit-sharing for teams is genuinely troublesome. The real hassle is never pressing the button but rather the reconciliation afterward: who received it, who didn't, what the failure reason is, whether to resend, and which cost item this expense should be allocated to. Many chains seem capable of transferring funds, but once bulk settlements are involved, the status becomes unclear, confirmations are not certain enough, and cost explanations lack clarity, leading operations and finance to be bogged down.

I see the value point of Plasma precisely lies in these kinds of "dirty and tiring work." Sub-second finality means you don't have to wait long to dare to confirm "this batch is really complete," making it more suitable for making payroll and profit-sharing into a timely assembly line; prioritizing gas for stablecoins is also more aligned with the real needs of enterprises, because finance hates having to prepare another type of currency just to pay transaction fees, ultimately ending up with a pile of fragmented balances on the account, with high explanation costs; coupled with the idea of gas-free USDT transfers, many steps that would originally lead to failures are compressed, reducing the abnormal rate, and customer service and manual reviews will also be significantly less.

For the illustrations, I suggest using three images: a screenshot of the table with the payment addresses and amounts (just obfuscate), a flowchart of the bulk payment process, and a status screenshot from the reconciliation perspective. Whether stablecoins can truly enter enterprise workflows depends on these daily occurring details. @Plasma $XPL #Plasma

The value of Kayon lies not in being smarter, but in being 'clear': explainability is the threshold for businesses to dare to use AI.

I find that many people assume 'just provide the answer' when discussing AI, but once it comes to real business, the answer itself is not the hardest part; the hardest part is that it has to be explained clearly. Especially when it involves processes related to funding, permissions, and compliance, allowing the system to make decisions based on intuition, even if it's occasionally accurate, will ultimately be blocked by risk control and audits. It is precisely because of this that I pay more attention to the Kayon mentioned in @Vanar : it points to on-chain native reasoning and explainability, rather than just creating a fancier presentation.

I prefer to imagine Kayon as an AI employee that writes 'explanatory notes': it not only provides conclusions but can also articulate the basis, conditions, and evidence chain, allowing for review, reconciliation, and accountability. Businesses do not operate on inspiration; they operate on processes and boundaries of responsibility. Without explanations, decisions cannot be signed, power cannot be delegated, and scaling automation is impossible. The reason many so-called AI automations remain semi-automated is that they cannot clearly communicate 'why it was triggered, what the basis is, and whether it complies with rules,' ultimately reducing them to advisory systems.

From the perspective of CreatorPad, the core of AI readiness is actually to ensure that agents can act in a manner that is 'auditable, traceable, and provable.' This also makes the positioning of $VANRY more like a readiness asset: when reasoning and explanation become part of the infrastructure, real business will assign key actions to agents to run, and usage will continue to occur, rather than relying on slogans to maintain interest. For the accompanying images, I suggest two: one capturing Kayon's official description as an anchor point, and another illustrating the comparison of 'black box AI vs explainable links,' with the left side providing only results and the right side including reasons and evidence. #vanar

The experience of deposits and withdrawals on exchanges is the lifeline of stablecoin settlement chains.

I have noticed that many actions related to stablecoins ultimately revolve around the same route: proposed by exchanges, a journey on-chain, then recharged back. No matter how beautiful the strategy, what truly determines whether you can execute it is actually just these few minutes: how long you have to wait for confirmation, whether the fees will suddenly spike, or whether it will fail directly due to insufficient gas. As long as one of these steps doesn't go smoothly, users will switch routes; institutions are more realistic, directly thickening the process to require manual review, and forget about automation.

Plasma, as a Layer1 specifically for stablecoin settlement, is fundamentally about making this path more like a 'predictable settlement channel'. The significance of sub-second finality is to make 'arrival' a certain signal, allowing the platform to be more willing to release funds, and making fund scheduling more confident in following the plan; gas-free USDT transfers can eliminate many pitfalls that beginners might encounter for the first time; prioritizing gas for stablecoins makes the cost logic more interpretable, reducing that irritation of needing to prepare a bunch of native coin fractions just to transfer USDT. For those frequently depositing and withdrawing, peace of mind is often more critical than saving money. A visual showing the withdrawal entry, comparison of arrival times, along with a timeline will be persuasive enough. @Plasma $XPL #Plasma

myNeutron helps me重新理解链上AI：最值钱的不是聪明，是记得住

我最近越看越觉得，很多AI项目的问题不在“不会回答”，而在“记不住”。今天聊完一套背景，明天再来又得从头解释，放到企业流程、支付对账、权限审核里，这种反复确认会把效率打回原形。也正因为这样，我反而更在意 @Vanar 提到的语义记忆路线：myNeutron 像是在做一层基础设施级的长期上下文，把零散信息压成 AI 能读、能检索、能引用的“种子”，让代理不是每次从零开始，而是能连续推进任务。

拿品牌活动举个直观例子：发了多少权益、核销了多少、谁转赠给谁、异常集中在哪个渠道，如果每次都要人工拉表对账，AI再聪明也只能当高级搜索框。可一旦关键事实能沉淀成可验证、可追溯、可持续调用的记忆，代理才更像真正的运营助理。这样看 $VANRY 的价值逻辑也更顺：需求来自真实调用频率，而不是靠短期热度。

配图我会用两张：一张截 myNeutron 功能页当证据，另一张画“没记忆 vs 有记忆”的对比流程。#vanar

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Understanding Plasma as a "Clearing Network" makes it easier to comprehend.

From what I understand, many people discussing chains like to start from DeFi, ecology, and applications, but stablecoin settlement is more akin to traditional finance's clearing: what you want is not stimulation, but punctuality, certainty, and verifiability. Sending out money doesn’t mean it’s done; the real completion is when “the other side dares to take it seriously,” merchants dare to ship, platforms dare to release, and finance dares to account. The underlying question is actually the same: has this money irrevocably arrived?

I see the smoothest way to view Plasma is as a clearing network for stablecoins. PlasmaBFT compresses the finalization time to sub-second levels, which is quite direct: don’t let funds hang in transit, turn confirmations into executable signals instead of waiting for luck. Coupled with gas-free USDT transfers and a preference for stablecoin gas, it shortens the settlement process, reduces failure points, and makes costs more easily explained. For retail investors, it means “fewer steps, fewer errors,” and for institutions, it means “can be automated, can be scaled.”

I also care about the security narrative anchored to Bitcoin it proposes. The biggest fear for a clearing network is trust being challenged: can rules be unilaterally changed, can channels be cut off at any time? Anchoring security to a more neutral underlying layer at least makes it more like a public road in direction, rather than a private path. I suggest you include a clearing flowchart: payment initiation → finalization → release/reconciliation, and readers will instantly understand which bottleneck it is addressing. @Plasma $XPL #Plasma

Don't use TPS as a talisman: My understanding of AI-ready is 'four silly things'

When I look at 'AI-ready' in chains now, my first reaction is not to ask how fast it is, but whether it can enable AI agents to work long-term. Many chains like to treat TPS as a talisman, but if AI is to take root, what is really lacking is four very basic capabilities: memory, clarity of thought, safety in execution, and payment capability. Missing any one of these can easily turn into the protagonist of a demo video, while in real workflows, it becomes just a passerby.

From the information I saw about @Vanar , they consider the 'intelligent layer' as core, which at least aligns with these four matters. First, regarding memory, if AI agents forget each time, enterprises will be forced back into the quagmire of manual reconciliation and repeated explanations; thus, things like semantic memory layers are actually closer to real demand than 'faster block generation.' Next, on clarity of thought, AI providing only conclusions is insufficient; compliance and auditing require it to clearly explain the basis and reasoning chain, or else no one would dare sign off on authority. The third is safety in execution; the most frightening aspect of automation is not the inability to perform tasks, but executing them incorrectly without a way to halt; truly usable automation must have permission boundaries, condition checks, and failure rollbacks. Finally, regarding payment capability, AI agents not interacting with the UI need compliance, global reach, and programmable settlement tracks to close the loop on tasks in the real economy.

I prefer to use this set of standards to understand $VANRY : its long-term value should come from these capabilities being continuously invoked by real business, rather than short-term hype driving up emotions. #vanar