In the dark forest where hackers roam, why do I say Plasma is the only Ferrari wearing a 'bulletproof vest'?
"Speed is face, security is essence" 【Chapter One: The Fear of the Rich—The Nightmare of 'Zeroing'】 I am Lady X. Last night, I had drinks with an old friend who lost eight figures in the cross-chain bridge hack incident in 2022. He kept saying one sentence after getting drunk: "What's the use of speed? What's the use of gains? When you wake up, the money is gone, it's all 0." This sentence reveals the cruelest truth of the Web3 world: it is a dark forest. In this circle, there are two types of people: one is the desperate who pursue extreme speed, charging at meme coins on Solana, enjoying the thrill of doubling in a few seconds, while always being ready to face outages and rollbacks;
Having memory is useless! Neutron is hoarding addiction, and only with Kayon is it the true CPU! A deep dive into how Vanar equipped AI with a 'lie detector'
[Foreword: When ChatGPT made me go all in on a zero-value coin]
Family, Azrue is feeling very complicated today. 😠 Yesterday we talked about Neutron (memory layer), and everyone felt great, thinking that AI can finally remember us. But I conducted an experiment yesterday, and the result sent chills down my spine. I asked an AI with Neutron memory function: "Based on my past radical style, which coin on the market is most suitable for me to go all in?" It instantly replied with a token name and provided me with a bunch of seemingly professional K-line analysis. If someone is a newbie, they might just jump in directly.
#dusk$DUSK The current competition among public chains ultimately boils down to a competition among developers. Whoever can make it easiest for developers to profit will win. Dusk clearly understands this path. After the mainnet went live on November 7, @Dusk , what shocked me the most was not the TPS, but its perfect compatibility with the EVM (Ethereum Virtual Machine). Through a tool called Hedger, Dusk allows hundreds of thousands of Ethereum developers worldwide to directly copy and paste their code. Developers do not need to understand complex cryptography to directly call Dusk's underlying privacy features. It's like equipping an ordinary car with the engine of an invisible fighter jet. For developers, deploying applications on Dusk allows them to enjoy the development convenience of Ethereum while also benefiting from Dusk's unique compliance and privacy protection. This strategy of 'zero-friction migration' is essentially 'bloodsucking' the Ethereum ecosystem. With the arrival of the RWA trend, more and more DeFi protocols will proactively migrate to Dusk to meet compliance needs. The explosion of the ecosystem often begins with the lowering of development barriers.
#walrus$WAL Many retail investors look down on "governance rights" and feel that voting is useless. But in the ecosystem of @Walrus 🦭/acc , governance rights are **"the right to life and death"**. Imagine if the future Walrus network needs to upgrade or adjust storage fees, who has the final say? Those who hold $WAL have the final say. For those institutions that have placed their life savings (RWA assets, AI data) on Walrus, they must hold enough tokens. This is not for speculation, but for defense. They cannot allow others to modify the rules at will to harvest their assets. So, while you are still tangled over a few cents of price difference, the whales are quietly accumulating. What they are buying is not just coins, but a "board seat" in the trillion-dollar data empire of Walrus. Hold on to your $WAL , and don't easily give up your vote.
Not only that, all my posts received 0 points yesterday, and today they also had no views at all. I contacted customer service, and it wasn't resolved until after 7 PM.
kk事件
--
Brothers in the community, has anyone noticed that there is a bug in the Dusk section of the creator task platform today? Yesterday, the Dusk task adjusted the number of X posts from 10 to 1, but when calculating the score, the score is still only 1 point (it should have been 10 points). This indicates that the platform's backend technical staff did not synchronize the scoring logic. @币安广场 Additionally, a reminder for everyone: after posting on X, be sure to copy the URL back for manual verification, otherwise it might not be counted towards the task.
Why Can't You Buy Water with Gold Bars? Understanding the Hundred-Fold Demand Logic of Walrus ($WAL) from the 'Vending Machine' Theory
Main Text (Part 1): (Insert image here 1: Wally Vending Machine Tycoon Cover) [Introduction: The 'Value' of Tokens] In the investment world of Web3, the two types of coins you fear buying the most are: one is the 'air coin', which relies solely on hype with no value support; the other is the 'governance coin', which is useless most of the time except for voting every few months, and even when the project team makes money, they don't share it with you. The only tokens that can truly withstand bull and bear markets and achieve hundred-fold growth must be 'resource-based tokens'. Just like oil, if you want to drive, you need to burn fuel; just like electricity, if you want to turn on the light, you have to pay. These tokens are the 'fuel' of the entire ecosystem.
#dusk$DUSK In this circle for a long time, you will find a strange phenomenon: although we are all shouting RWA (real-world assets on the blockchain), the real big orders from banks never go through public chains. Why? Because they fear 'rollback'. Imagine, you bought 100 million USD of Dusk bonds on the blockchain, and 5 minutes later the blockchain forks, and the transaction is gone. This is an accident for retail investors, but a disaster for banks. @Dusk The reason it was able to acquire 300 million euros worth of assets from NPEX exchange lies in its consensus mechanism that solves this problem. Dusk has 'instant finality'. In the Dusk network, as long as the block is confirmed, the transaction is physically irreversible. This gives traditional financial institutions a great sense of security. They do not need to wait for a long confirmation time, nor do they need to worry about assets disappearing into thin air. This is the essential difference between Dusk and other high-performance public chains: while others are focusing on TPS (speed), Dusk is focusing on 'determinism'. For financial infrastructure, determinism is the greatest moat. Understanding this, you will understand the ultimate outcome of RWA.
The Era of Public Chains as a "Mixed Bag" is Coming to an End: Why Financial Giants Must Choose Dusk?
Introduction: When we talk about billions in the vegetable market
Brothers, Ember wants to talk to you today about the public chain's "living environment." Today's Ethereum and Solana are like a huge, open-air vegetable market. There are vendors selling vegetables (Dogecoin), street performers (NFTs), gamers (GameFi), and the place is bustling with activity. However, if you are a banker in a suit carrying €300 million in cash, would you be willing to set up a stall in this vegetable market? Just as you are about to make a transfer, someone next to you posts a Meme coin, blocking the way (Gas fees soar);
#walrus $WAL Team Liquid chose Walrus, and the most impressive thing to me was: "Not only does it ensure content safety, but it also turns it into an asset." This statement reveals the essential difference between @Walrus 🦭/acc and traditional cloud storage. If you store a video in a certain cloud drive, it's just a file, and you still have to pay a membership fee. If you store a video in Walrus, it becomes an Object on the blockchain. This means that these exciting moments from esports competitions can be directly packaged as NFTs, traded, rented, or even used for collateral lending in the Sui market. Walrus is essentially a "data alchemy furnace." It transforms dormant static files into liquid financial assets. The era of data assetization (DataFi) has just begun.
#walrus $WAL Haulout The hackers' competition winners' badges are now online. If it's just a souvenir, there's no need to specifically tweet; the focus is on the intriguing phrase—“More utility coming soon.” In the ecosystem of @Walrus 🦭/acc , this type of “official stamp” on-chain credential often corresponds to core rights. For us ordinary investors, this releases a signal: Walrus values “real contributions” highly. Although we can't write code, we can pay attention to those projects that have received badges. These projects wearing badges are likely to be the golden dogs of the Walrus ecosystem in the future. And this badge may very well be the “golden shovel” for future $WAL governance weight and even potential airdrop bonuses. Keep close to the official baton, and don't fall behind.
#plasma$XPL Recently, I saw someone saying that Plasma ($XPL ) is not decentralized enough, claiming it is Tether's "private backyard." This is akin to pointing at Hermes' VIP room and saying, "This place is not open enough, not friendly enough." 🙄 Nonsense. @Plasma From the day it was born, it was not meant for geeks to play in a "decentralized utopia." It is a dedicated "official channel" built by Tether to support its hundred billion dollar stablecoin empire. You think it is centralized? In the financial world, "monopoly" often becomes synonymous with exorbitant profits. It is Tether's backyard, which means that $XPL has the most direct liquidity injection and enjoys resources on the level of a "biological father." Other public chains have to beg Tether for tokens, while Plasma is like Tether printing money at home. In this circle, do you want to pursue freedom in the "decentralized" wilderness (and then get harvested by hackers), or do you want to share the pie in the giant's "backyard"? In the world of adults, we only look at gains and losses, not ideologies. I choose the latter. Take a look at this pie chart published by the SEC showing the proportion of stablecoins.
#vanar $VANRY Today I saw @Vanarchain official Twitter post something very bold: “Progress is not about being louder, but about becoming ‘unavoidable’ (Unavoidable).” 🗣️🚫 What does it mean? Everyone take a look at Observer's headline article today (image 2), where Vanar CEO explains it clearly: the current Web3 only has “muscle” (execution layer, who can transfer faster), without “brain” (intelligent layer, who makes better decisions). When AI starts to take over the world, “speed” is cheap, but “accuracy” is priceless. What Vanar is doing is not competing with ETH, Solana on TPS. It aims to be the “intelligent hub” that connects all chains (Base 1, Base 2...). No matter which chain you are developing on, as long as you need AI memory (Neutron), and as long as you need logical verification (Kayon), you cannot bypass Vanar. This is a dimensionality reduction strike. While others are still competing on who runs faster, Vanar has already decided where to run. This is the true Alpha. 🧠💎
Citi Bank's 10,000-word report released: Exposing the 'biggest lie' of the RWA track, why only Dusk has taken the right path?
[Preface: What are we talking about when we talk about RWA?]
Brothers, today let's talk about 'top-level design'. Just yesterday, global financial giant Citi Bank (Citi Institute) released a heavyweight report on the European capital markets. Many retail investors may have just scrolled past it without even looking, thinking it has nothing to do with them. Totally wrong. This report hides the ultimate key to the 2026 hundredfold track and reveals a fatal logical flaw in the current RWA (Real World Asset) track that 99% of people overlook. If the RWA tokens in your hand are just 'wrapping paper', you might have bought loneliness.
#walrus $WAL Tusky (a social client) has announced that it will cease operations. In the world of Web2, this means your data (posts, memories) will vanish into thin air. But in Web3, the story has a different ending. @Walrus 🦭/acc officially announced: Support for Tusky has been extended with a 90-day data migration window until 2026! This is not just sentiment; it is a fundamental logic transformation of Web3: "Application layer (App)" and "Data layer (Data)" are completely decoupled. In the past: Application dies = Data is lost. Walrus era: Application dies, data still lives on the distributed Walrus network. Other developers can take over this data at any time and revive a new application. Azure's judgment: Walrus is becoming the **"Noah's Ark" of the digital world. It proves that: In this network, users are the true owners of their data, not the platforms. This kind of "risk resistance capability" is something that no centralized cloud service (AWS/Google) can provide. This is the most hardcore value support for $WAL as an infrastructure token. #Walrus #SocialF
#walrus$WAL @Walrus 🦭/acc Just dropped a bomb: the world's top esports club @TeamLiquid is migrating their content library (match videos, behind-the-scenes footage) entirely to Walrus! Key point, official quote: "The largest single dataset on the protocol to date." (The largest single dataset on the protocol to date). First, let me explain to the brothers who don't play games: Who is Team Liquid? It is the world's top esports club, with the most championship titles (DOTA2, LOL, CS:GO), and millions of fans. In the esports circle, it is the top of the top. Why is this collaboration a game-changer? Technical 'test' passed: Team Liquid needs to store 250TB of high-definition match videos and behind-the-scenes footage. This is not small images; this is industrial-grade streaming data. The fact that Walrus can handle this order indicates that its throughput and stability have fully reached commercial levels, surpassing many other storage public chains that are still just making promises. Asset revolution: Team Liquid said they want to turn these files into 'on-chain assets.' This means that future exciting moments in esports (Highlights) may be directly turned into NFTs on Sui through Walrus for trading. This is a billion-level user growth market. Azure's outlook: This is not just a collaboration; it is a turning point for Web3 storage to go mainstream. When esports giants begin to rely on decentralized storage, the ceiling for Walrus will be completely opened. This level of endorsement cannot be bought with any amount of advertising. #Walrus
From 2 billion to 20 billion, Walrus ($WAL)'s 'catch-up' roadmap
--Deeply benchmarked against Filecoin, revealing the mathematical iron law of Walrus's future tenfold increase. [Preface: The Alternation of Old and New Worlds] In the history of Web3 investments, every 'generational change of infrastructure' gives birth to a hundredfold myth. In 2017, we promoted Ethereum because it replaced Bitcoin's single payment function. In 2021, we promoted Solana because it challenged Ethereum's throughput bottleneck. In 2025, the war horn of the storage track has sounded. The former king Filecoin remains large but seems to be stumbling; meanwhile, the new challenger Walrus is riding on the fast horse Sui, launching a dimensionality reduction strike.
Why abandon ETH to stake Walrus ($WAL)? Let's start the wealth flywheel of Web3 'digital landlords'
[Introduction: Trading is working, staking is collecting rent]
In the cryptocurrency world, there are two ways to make money. One is to be a 'hunter', staring at the K-line every day, chasing highs and cutting losses, living on the edge, earning hard money. The other is to be a 'landlord', owning a piece of land, building houses, and then lying back and collecting rent. Teacher Azure has always advocated: small funds should be hunters, while large funds should be landlords. In the new cycle of 2025-2026, I discovered a piece of severely undervalued 'golden land' - Walrus. Many people ask me: 'Azure, why do you always urge us to stake Walrus? Isn't holding enough?'
Reflecting on the past week, we discussed technology, RWA, and compliance. Many people feel that Dusk's articles are too hardcore and too dry. But Dusk does not neglect any serious builders. 【It’s better to enjoy together than alone】 To thank the brothers for their likes and support along the way, I’m sending a red envelope for everyone to enjoy together. This is not just a benefit, but also a way to pass this good fortune onto you. 🧧 Red envelope password: DUSK The 300 million euro asset drama of DuskTrade has not yet started, and the Waitlist is still in queue. Brothers who received rewards, don’t rush to sell; this is the seed of the Dusk ecosystem. Continue to follow Ember, and we’ll see you in the next wave of rewards!🍻 #GIVEAWAY #红包大派送 @Dusk
#walrus $WAL Why can only the full-chain game choose @Walrus 🦭/acc and not Arweave?🎮🛠️ Many technical novices cannot distinguish between Walrus and Arweave. For example: Arweave is like carving on a stone tablet: once written, it cannot be changed. It is suitable for storing historical books but not for storing games. Because games need to fix bugs, update seasons, and modify equipment attributes. Walrus is like a binder: it can permanently save content while also allowing updates/replacements of that page's content at any time. For the 3A chain games on Sui, Walrus is the only decentralized storage that supports "online hot updates." You wouldn't want to issue a new chain every time the game updates, right? The ability to store "live data" is Walrus's trump card. #Walrus
#walrus $WAL 1400 Millions of nodes? Walrus's "decentralization" is not just talk 🌍🛡️ What do centralized cloud services (AWS) fear the most? They fear power outages in data centers, and fear fiber optic cables being cut. @Walrus 🦭/acc is not afraid. Take a look at the testnet data: nodes are spread across the globe, and their numbers are still surging. This means Walrus is a **"cannot be killed walrus"**. No matter which region's node goes down, other regions' nodes will instantly fill the gap. For RWA, a trillion-level asset, **"no single point of failure"** is the greatest necessity. The value of $WAL is built on this impenetrable global network. As long as the Earth doesn't explode, Walrus won't take a break. #Walrus #walrus #Nodes