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Jeonlees
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TVL, Stablecoin Scale, Low Fees: Does Plasma (XPL) Model Really Hold?
Brothers, let me put this upfront: Recently, the content about @plasma in the square has suddenly intensified. At first, I thought it was just 'another round of KOL collective repetition.' However, I went to check the on-chain data and activity announcements myself, and I found that this wave of popularity is not unfounded—at least it has two lines pushing at the same time: the CreatorPad incentives on the platform side and the resurgence of stablecoin payment narratives in 2026. I’m not writing this to paint a rosy picture for you; I want to clarify what 'XPL relies on to survive.' I also want to discuss my own hesitations regarding the risk points.
😎
Jeonlees
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Stop treating Vanar as a 'gaming chain': I kept an eye on it and found that it quietly changed its underlying logic in 2026 (and the pitfalls I was most worried about)
Brothers, today I came across a lot of people talking about AI, discussing blockchain applications, and chatting about the 'next wave of narratives', and then I casually checked out Vanar Chain. To be honest, I initially had a pretty rigid mindset: 'Oh, Vanar? Isn't it just a chain focused on entertainment/games?'
But after piecing together the information from these past two weeks, I'm a bit hesitant—it's not the kind of hesitation that stems from 'I've fully bought into it', but rather a hesitation of **'this project might really be doing work in the cold scene, but it could also be hiding traps within its narrative'**.
First, let's set the rules on the table: this article is not a research report, and I won't pretend to be all-knowing. I will only talk about the latest actions I've observed + verifiable data, and then share how I judge whether it's worth continuing to follow.
But after piecing together the information from these past two weeks, I'm a bit hesitant—it's not the kind of hesitation that stems from 'I've fully bought into it', but rather a hesitation of **'this project might really be doing work in the cold scene, but it could also be hiding traps within its narrative'**.
First, let's set the rules on the table: this article is not a research report, and I won't pretend to be all-knowing. I will only talk about the latest actions I've observed + verifiable data, and then share how I judge whether it's worth continuing to follow.
👍🏻
Jeonlees
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《Is VANRY really just 'playing dead' or holding back a big move? Let me break it down for my brothers with a few hard data sets》
Brothers, I came across @vanar's activity today, and my first reaction wasn’t 'positive news rush', but rather: this project now seems more like it's competing for exposure—its official website has a packed schedule: AIBC Eurasia (Dubai 2/9-2/11) + Consensus Hong Kong (2/10-2/12), which is the kind of approach that aims to 'get mainstream attention'.
But I don’t want to just hear stories; I care more about the on-chain data and market situation. First, let's look at the data: VANRY's price around 2/8 was approximately $0.0062, with a 24h trading volume of about $2.99M, a market cap of around $13M, circulating supply of 2.15B, and a maximum supply of 2.40B—this is a small market cap with not much depth, it can rise quickly but also fall just as fast, let's not pretend we didn't see that.
Next, let's check 'are people actually using it': someone has analyzed the Vanar browser, with cumulative transactions close to 194 million and 8.94 million blocks, with an average of 142 transactions per recent block and a utilization rate of 22%; however, the DEX TVL is only about $1.3 million, with around 11,000 holding addresses. My impression from this data set is straightforward: the on-chain throughput isn’t bad, but the capital accumulation and user scale are still in an 'early stage' phase.
So my current attitude towards $VANRY is: don't mythologize it for short-term trades, it looks more like a 'event-driven + small-cap elastic' ticket; for the medium term, I need to focus on two things—first, whether the AI-native narrative it presents can translate into real products/ecosystem retention; second, community governance (recently some have mentioned Governance 2.0, allowing token holders to participate more deeply in parameters/incentives) if genuinely advanced, could lead to new discussions and attention. Anyway, I will keep it on my watchlist and won't treat it as a faith-based investment.
@Vanarchain $VANRY
{spot}(VANRYUSDT)
#Vanar
Brothers, I came across @vanar's activity today, and my first reaction wasn’t 'positive news rush', but rather: this project now seems more like it's competing for exposure—its official website has a packed schedule: AIBC Eurasia (Dubai 2/9-2/11) + Consensus Hong Kong (2/10-2/12), which is the kind of approach that aims to 'get mainstream attention'.
But I don’t want to just hear stories; I care more about the on-chain data and market situation. First, let's look at the data: VANRY's price around 2/8 was approximately $0.0062, with a 24h trading volume of about $2.99M, a market cap of around $13M, circulating supply of 2.15B, and a maximum supply of 2.40B—this is a small market cap with not much depth, it can rise quickly but also fall just as fast, let's not pretend we didn't see that.
Next, let's check 'are people actually using it': someone has analyzed the Vanar browser, with cumulative transactions close to 194 million and 8.94 million blocks, with an average of 142 transactions per recent block and a utilization rate of 22%; however, the DEX TVL is only about $1.3 million, with around 11,000 holding addresses. My impression from this data set is straightforward: the on-chain throughput isn’t bad, but the capital accumulation and user scale are still in an 'early stage' phase.
So my current attitude towards $VANRY is: don't mythologize it for short-term trades, it looks more like a 'event-driven + small-cap elastic' ticket; for the medium term, I need to focus on two things—first, whether the AI-native narrative it presents can translate into real products/ecosystem retention; second, community governance (recently some have mentioned Governance 2.0, allowing token holders to participate more deeply in parameters/incentives) if genuinely advanced, could lead to new discussions and attention. Anyway, I will keep it on my watchlist and won't treat it as a faith-based investment.
@Vanarchain $VANRY
{spot}(VANRYUSDT)
#Vanar
Very good information 👍🏻
#plasma $XPL I just want to ask one question: When transferring USDT, why do you require users to understand Gas first?
This is how ridiculous it would be in Web2: You go to a convenience store to buy water, and the cashier first makes you learn the 'fee model', then asks you to go next door to exchange for a 'fuel voucher', otherwise you can't even press the payment button.
So for stablecoin payments to truly break the mold, the core issue is not 'higher TPS', but cutting this process down to just two steps: having money → being able to pay.
I’m willing to pay attention to Plasma for a simple reason: it treats 'stablecoin experience' as the default protocol, rather than letting each wallet/application create its own patch.
• USDT transfers can be done with zero fees: not a slogan-based subsidy, but locking the behavioral boundaries, combined with authentication + speed limits, pursuing 'controllable costs, preventable fraud, and accountable transactions'.
• Stablecoins can also pay Gas: directly removing the need to 'buy native coins first', users do not need to complete side quests to transfer.
• Second-level certainty of finality: once received, it counts, and what’s most lacking in payment scenarios is this sense of certainty.
What you need to do is wallet entry, cross-border settlement, merchant payments, and foreign exchange clearing, so stop training users like engineers. Payment is not an education industry.
This is how ridiculous it would be in Web2: You go to a convenience store to buy water, and the cashier first makes you learn the 'fee model', then asks you to go next door to exchange for a 'fuel voucher', otherwise you can't even press the payment button.
So for stablecoin payments to truly break the mold, the core issue is not 'higher TPS', but cutting this process down to just two steps: having money → being able to pay.
I’m willing to pay attention to Plasma for a simple reason: it treats 'stablecoin experience' as the default protocol, rather than letting each wallet/application create its own patch.
• USDT transfers can be done with zero fees: not a slogan-based subsidy, but locking the behavioral boundaries, combined with authentication + speed limits, pursuing 'controllable costs, preventable fraud, and accountable transactions'.
• Stablecoins can also pay Gas: directly removing the need to 'buy native coins first', users do not need to complete side quests to transfer.
• Second-level certainty of finality: once received, it counts, and what’s most lacking in payment scenarios is this sense of certainty.
What you need to do is wallet entry, cross-border settlement, merchant payments, and foreign exchange clearing, so stop training users like engineers. Payment is not an education industry.
Excellent
Jeonlees
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Why I don't dare to easily copy VANRY: Its problem is not in the price, but in the speed of narrative realization.
Brothers, I've been monitoring VANRY these past few days: it's not a matter of 'is it going up or not', but rather 'can the narrative survive'.
Brothers, I'll put it here first: the Vanar Chain project recently feels to me very much like someone preparing for the postgraduate entrance exam for the second time—if you say it hasn’t been working hard, it has been updating, discussing its roadmap, and seeking partnerships; if you say it has stabilized, the coin price is obediently lying near the floor, and market sentiment is still risk-averse. If you really want me to summarize VANRY in January 2026 in one sentence:
The technical narrative is 'adding material', the price is 'losing weight', and the gap in between is the risk point we should focus on the most.
Brothers, I'll put it here first: the Vanar Chain project recently feels to me very much like someone preparing for the postgraduate entrance exam for the second time—if you say it hasn’t been working hard, it has been updating, discussing its roadmap, and seeking partnerships; if you say it has stabilized, the coin price is obediently lying near the floor, and market sentiment is still risk-averse. If you really want me to summarize VANRY in January 2026 in one sentence:
The technical narrative is 'adding material', the price is 'losing weight', and the gap in between is the risk point we should focus on the most.
👇🏼
Jeonlees
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$VANRY This wave of 'AI chain narrative', I am willing to believe half of it first: the other half is left for data to slap me in the face.
Today I came across @vanar's discussion again, but I don't really want to follow the emotions—Vanar Chain's core selling point is actually just one sentence: don't treat the chain as a 'script executor', it wants to stuff 'intelligence' directly into the bottom layer of the chain. The official website positions itself as an infrastructure stack for AI workloads, which I generally put a question mark on, but at least it dares to clarify its route.
I care about two things: first, 'Are they serious about engineering?' Its code repository clearly states that it is EVM compatible and customized based on a Geth fork (this is quite pragmatic, at least not just empty talk about new paradigms). Second, 'Is there a timeline for hotspots to land?' A recent key date is January 19, 2026, when they emphasized the launch of the AI-native stack/AI integration (note: launch ≠ maturity, but at least it is a traceable event).
The market here shouldn’t pretend to be blind: tracking from CM C shows that $VANRY has fluctuated significantly, with situations of short-term declines and support levels being breached—put simply, the narrative is evolving, and the chips are being washed.
My own conclusion is very simple: whether Vanar is worth watching does not depend on how attractive the four words 'AI chain' are, but on whether it can continuously produce verifiable development rhythms, ecological applications, and real on-chain usage afterwards. If it ends up being just slogans, I will withdraw faster than anyone else.
#Vanar @Vanar $VANRY
{spot}(VANRYUSDT)
Today I came across @vanar's discussion again, but I don't really want to follow the emotions—Vanar Chain's core selling point is actually just one sentence: don't treat the chain as a 'script executor', it wants to stuff 'intelligence' directly into the bottom layer of the chain. The official website positions itself as an infrastructure stack for AI workloads, which I generally put a question mark on, but at least it dares to clarify its route.
I care about two things: first, 'Are they serious about engineering?' Its code repository clearly states that it is EVM compatible and customized based on a Geth fork (this is quite pragmatic, at least not just empty talk about new paradigms). Second, 'Is there a timeline for hotspots to land?' A recent key date is January 19, 2026, when they emphasized the launch of the AI-native stack/AI integration (note: launch ≠ maturity, but at least it is a traceable event).
The market here shouldn’t pretend to be blind: tracking from CM C shows that $VANRY has fluctuated significantly, with situations of short-term declines and support levels being breached—put simply, the narrative is evolving, and the chips are being washed.
My own conclusion is very simple: whether Vanar is worth watching does not depend on how attractive the four words 'AI chain' are, but on whether it can continuously produce verifiable development rhythms, ecological applications, and real on-chain usage afterwards. If it ends up being just slogans, I will withdraw faster than anyone else.
#Vanar @Vanar $VANRY
{spot}(VANRYUSDT)
This year, the trend should be bearish, although everything has changed and it can go to the moon, but while it is down, the best thing is to buy more. By the middle of next year, it will definitely rise.
What do they recommend doing? I had it at almost 50 but after the falls, everything is starting to be lost. Should I sell?
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PALABRA DEL DÍA
✅️Theme of the week: Stablecoins.
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PALABRA DEL DÍA
✅️Theme of the week: Stablecoins.
✅️Validity: From January 26 to February 1, 2026.
✅️Reward: A common fund of 400,000 token vouchers $HOME
✅️Minimum requirement: Guess at least 3 words during the week.
✅️Opportunities: You can play up to 2 times a day by sharing educational content from the platform.
#palabradeldia #WOTD
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1
汤玛斯
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✨ Good night✨
🧧 Entering dreams with tenderness, waking up to good luck🌙
#红包大派送 $ARTX 🎁
🧧 Entering dreams with tenderness, waking up to good luck🌙
#红包大派送 $ARTX 🎁
🚀🚀🚀
Lucilla Cat Lana
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📈 Bitcoin holds above $88K after a pullback from $89 400 🚀🚀🚀
BTC updated the day's high to $89 400, but then there was a correction. Currently, the price is trading around $88 488 and looks stable.
📊 On the chart (1H):
The price holds around MA(7) = $88 475
Above MA(25) and MA(99) — the trend remains moderately bullish
Support: $87 900–88 200
Resistance: $89 000–89 400
📌 Conclusion:
BTC is consolidating after the rise. Holding above $89K could open the way for a new impulse. Losing $88K is a signal of weakness.
Not financial advice 😉 🚀🚀🚀
$BTC
{spot}(BTCUSDT)
$ETH
{spot}(ETHUSDT)
$BNB
{spot}(BNBUSDT)
BTC updated the day's high to $89 400, but then there was a correction. Currently, the price is trading around $88 488 and looks stable.
📊 On the chart (1H):
The price holds around MA(7) = $88 475
Above MA(25) and MA(99) — the trend remains moderately bullish
Support: $87 900–88 200
Resistance: $89 000–89 400
📌 Conclusion:
BTC is consolidating after the rise. Holding above $89K could open the way for a new impulse. Losing $88K is a signal of weakness.
Not financial advice 😉 🚀🚀🚀
$BTC
{spot}(BTCUSDT)
$ETH
{spot}(ETHUSDT)
$BNB
{spot}(BNBUSDT)
G
Aslam _72
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GOOD morning ...
G
Aslam _72
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GOOD morning ...
G
Aslam _72
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GOOD morning ...
G
Aslam _72
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GOOD morning ...
88
Taha 14 比特币
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Take Love guys💙✨💫
#taha14
#taha14
BNB
MARJANIYE
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GOOD MORNING EVERYONE 🌞
THANK YOU FOR SUPPORTING 30K ✨✨
THANK YOU FOR SUPPORTING 30K ✨✨
BTC
CipherX零号
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🚨Major Positive News: The US Industrial-level Cryptocurrency Bill May Pass in 2026, the Institutional Era is Approaching
Latest market news shows that Grayscale expects that the bipartisan-promoted cryptocurrency market structure bill in the US is likely to be officially passed in 2026. This judgment has quickly sparked heated discussions in the crypto community and is seen by many investors as a significant institutional benefit in the medium to long term.
From a background perspective, the current US cryptocurrency regulation has long been in a "gray area", with unclear responsibilities between the SEC and CFTC, enforcement ahead of rules, and delayed regulations, which has become the biggest uncertainty for institutional entrants. The core goal of this market structure bill is to clarify the regulatory boundaries of digital assets, asset classification, and compliance paths for trading platforms, establishing "basic rules" for the crypto market similar to traditional finance.
Grayscale believes that once the bill is enacted, the first beneficiaries will be institutional funds. Pension funds, insurance funds, sovereign funds, and other long-term capital will have clearer compliance bases to enter the on-chain world. At the same time, compliant exchanges, custodians, and on-chain financial infrastructure will also welcome a new round of expansion, driving real trading volumes and on-chain activities to grow in sync.
More importantly, this legislative signal itself has the significance of "expectation management". It means that the US policy stance towards the cryptocurrency industry is gradually shifting from "risk prevention" to "regulatable and developable". For the entire industry, this is not only a possibility for regulatory easing but also an important step towards integrating crypto assets into the mainstream financial system.
If 2026 truly becomes a key turning point, then the current market is likely in the pricing stage before institutional large-scale entry. Trends are quietly forming. $BTC #加密市场观察
Latest market news shows that Grayscale expects that the bipartisan-promoted cryptocurrency market structure bill in the US is likely to be officially passed in 2026. This judgment has quickly sparked heated discussions in the crypto community and is seen by many investors as a significant institutional benefit in the medium to long term.
From a background perspective, the current US cryptocurrency regulation has long been in a "gray area", with unclear responsibilities between the SEC and CFTC, enforcement ahead of rules, and delayed regulations, which has become the biggest uncertainty for institutional entrants. The core goal of this market structure bill is to clarify the regulatory boundaries of digital assets, asset classification, and compliance paths for trading platforms, establishing "basic rules" for the crypto market similar to traditional finance.
Grayscale believes that once the bill is enacted, the first beneficiaries will be institutional funds. Pension funds, insurance funds, sovereign funds, and other long-term capital will have clearer compliance bases to enter the on-chain world. At the same time, compliant exchanges, custodians, and on-chain financial infrastructure will also welcome a new round of expansion, driving real trading volumes and on-chain activities to grow in sync.
More importantly, this legislative signal itself has the significance of "expectation management". It means that the US policy stance towards the cryptocurrency industry is gradually shifting from "risk prevention" to "regulatable and developable". For the entire industry, this is not only a possibility for regulatory easing but also an important step towards integrating crypto assets into the mainstream financial system.
If 2026 truly becomes a key turning point, then the current market is likely in the pricing stage before institutional large-scale entry. Trends are quietly forming. $BTC #加密市场观察
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