诸葛投研
17年进入币圈的老韭菜，股票持证投资顾问。视频号“诸葛web3投研”，欢迎关注。币安钱包高返佣码：web3BIAN
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Dear bosses, the Binance Web3 wallet has also started charging fees. If you haven't linked an invitation code yet, you can use my invitation code 'ZG666' to link it. Existing accounts can also fill it in.
You can reduce 30% of the trading fees, and I can earn a 10% commission. If you think my content has helped you in some way, linking the invitation code is the biggest support for me.
How to link: In the Binance App wallet homepage, click 'Invite' → click to enter the invitation code → input 'ZG666' and confirm, and you're good to go.
You can reduce 30% of the trading fees, and I can earn a 10% commission. If you think my content has helped you in some way, linking the invitation code is the biggest support for me.
How to link: In the Binance App wallet homepage, click 'Invite' → click to enter the invitation code → input 'ZG666' and confirm, and you're good to go.
Attention everyone, one advantage of $VANRY is Neutron Seeds semantic compression. Its core logic for data compression is: it does not "store data", but "store knowledge".
What does this mean? Most public chains store raw data, while Vanar uses Neutron Seeds to compress files/text into AI-readable "semantic seeds", which are directly put on the chain, allowing these semantic seeds to infer the original data.
1. Differentiation: Ethereum stores raw data (bulky, expensive), Arweave stores immutable data (slow, difficult to retrieve), Vanar stores "inferable compressed knowledge" (small, fast, usable by on-chain AI).
2. Application: A 100KB RWA contract → compressed into 1KB Seeds → Kayon automatically parses terms, triggers compliance checks, generates on-chain certificates.
3. Value: Provides the underlying support for on-chain AI agents, automated compliance, and RWA automatic settlement, which other L1s have not done.
#Vanar $VANRY @Vanar
What does this mean? Most public chains store raw data, while Vanar uses Neutron Seeds to compress files/text into AI-readable "semantic seeds", which are directly put on the chain, allowing these semantic seeds to infer the original data.
1. Differentiation: Ethereum stores raw data (bulky, expensive), Arweave stores immutable data (slow, difficult to retrieve), Vanar stores "inferable compressed knowledge" (small, fast, usable by on-chain AI).
2. Application: A 100KB RWA contract → compressed into 1KB Seeds → Kayon automatically parses terms, triggers compliance checks, generates on-chain certificates.
3. Value: Provides the underlying support for on-chain AI agents, automated compliance, and RWA automatic settlement, which other L1s have not done.
#Vanar $VANRY @Vanar
Does the cooperation between VANRY and Worldpay hide a big opportunity for RWA?
A while ago, VANRY collaborated with Worldpay (one of the largest payment service providers in the world). How many brothers have noticed this?
This is actually its most impressive landing; let's chat about this article.
Let me tell you about Worldpay first; this is no small company, it is one of the largest payment service providers in the world, covering 174 countries and supporting 135 currencies. Even Alipay and UnionPay are its partners, mainly helping businesses with cross-border payments and acquiring.
Many RWA projects are shouting 'assets on the chain,' but the biggest problem is that ordinary people and traditional enterprises want to participate but cannot enter with fiat currency. They can't just buy Bitcoin or Ethereum and then exchange them for project tokens; it's too troublesome and easy to fall into pitfalls. The collaboration between VANRY and Worldpay perfectly addresses this pain point.
This is actually its most impressive landing; let's chat about this article.
Let me tell you about Worldpay first; this is no small company, it is one of the largest payment service providers in the world, covering 174 countries and supporting 135 currencies. Even Alipay and UnionPay are its partners, mainly helping businesses with cross-border payments and acquiring.
Many RWA projects are shouting 'assets on the chain,' but the biggest problem is that ordinary people and traditional enterprises want to participate but cannot enter with fiat currency. They can't just buy Bitcoin or Ethereum and then exchange them for project tokens; it's too troublesome and easy to fall into pitfalls. The collaboration between VANRY and Worldpay perfectly addresses this pain point.
Don't be fooled, FOGO's ecosystem is not a copy of Solana
Has everyone been seeing a phrase frequently these past two weeks: FOGO is compatible with the Solana ecosystem, allowing developers to migrate seamlessly, and it will become the second Solana in the future.
But actually, this is wrong. FOGO's ecosystem has never intended to copy Solana from the very beginning, but rather aims to create a 'high-frequency trading exclusive ecosystem.' All landing projects are related to trading and RWA, a detail that very few people mention.
First of all, the so-called 'Solana ecosystem migration' that is being touted in the market is actually just a gimmick. FOGO is indeed compatible with Solana's SVM, and developers can migrate dApps from Solana, but it has not treated 'migrating dApps' as a core focus; instead, it deliberately screens ecosystem projects—only welcoming those involved in trading and institutional services, and not welcoming chain games or NFT projects that are just trying to gain traffic.
But actually, this is wrong. FOGO's ecosystem has never intended to copy Solana from the very beginning, but rather aims to create a 'high-frequency trading exclusive ecosystem.' All landing projects are related to trading and RWA, a detail that very few people mention.
First of all, the so-called 'Solana ecosystem migration' that is being touted in the market is actually just a gimmick. FOGO is indeed compatible with Solana's SVM, and developers can migrate dApps from Solana, but it has not treated 'migrating dApps' as a core focus; instead, it deliberately screens ecosystem projects—only welcoming those involved in trading and institutional services, and not welcoming chain games or NFT projects that are just trying to gain traffic.
How big is the difference between VANRY and its competing AI public chains?
I have been saying that a major challenge for all blockchains is: there are too many similar projects, and everyone is competing in a bloody sea, making it hard to stand out.
Especially for many newcomers who are just getting into cryptocurrency, they will definitely be confused by various 'AI public chains', such as Fetch.ai, Ocean Protocol, and the one we're discussing today, VANRY. They all look the same, but in fact, there are significant differences. Let's clarify it in plain language.
First, let's talk about other AI public chains, like Fetch.ai, which focuses on AI agents. In simple terms, it helps you automate trading and wealth management, but its AI runs off-chain, meaning the public chain and AI are separate. The AI calculates the results and sends them to the chain, which can cause delays and potential issues. Ocean Protocol is even simpler; it is about AI data trading and has a shallower integration with the public chain, just riding on the AI hype.
Especially for many newcomers who are just getting into cryptocurrency, they will definitely be confused by various 'AI public chains', such as Fetch.ai, Ocean Protocol, and the one we're discussing today, VANRY. They all look the same, but in fact, there are significant differences. Let's clarify it in plain language.
First, let's talk about other AI public chains, like Fetch.ai, which focuses on AI agents. In simple terms, it helps you automate trading and wealth management, but its AI runs off-chain, meaning the public chain and AI are separate. The AI calculates the results and sends them to the chain, which can cause delays and potential issues. Ocean Protocol is even simpler; it is about AI data trading and has a shallower integration with the public chain, just riding on the AI hype.
#fogo $FOGO Shocked, did I see that correctly? The financial activity of @Fogo Official , depositing BNB doesn't count for points? Even USDT, SOL, and FOGO count for points, but BNB doesn't? Otherwise, I should be securely in the top 1000.
Right now, I'm only over 600, and in a couple of days, I will definitely be pushed down by everyone, sigh.
Right now, I'm only over 600, and in a couple of days, I will definitely be pushed down by everyone, sigh.
Vanar dares to shout the slogan of "3 billion Web3 users" for the next stage, is it to earn ridicule or does it really have this potential?\n\nThe key point is that this slogan is not just shouted once; it is repeatedly mentioned by the project team:\n\nThe Vanarchain project team stated that the technology is designed entirely around the "mainstream user pain points". Mainstream users are afraid of "high Gas fees". So their solution is to fix low Gas fees (cheap). Moreover, $VANRY also features AI automatic security (worry-free), RWA / gaming / payment (useful), which can effectively serve "new crypto users". This market is far larger than that of the "crypto natives".\n#Vanar @Vanarchain $VANRY
FOGO is not a substitute for Solana; the two are fundamentally not in the same race.
Many people should regard FOGO as a substitute for Solana, thinking that FOGO is faster than Solana, so its competitor should be Solana.
But that's not actually the case. This article will clarify the differences between FOGO and Solana for everyone. In fact, these two are not even in the same race.
First, let's clarify a core point: Solana is an all-purpose high-performance public chain that wants to do everything; FOGO is a public chain dedicated to high-frequency trading, focusing only on what it excels at. The target users are completely different, so there is no question of 'who replaces whom', and there is even less basis for saying 'FOGO is a substitute for Solana'.
But that's not actually the case. This article will clarify the differences between FOGO and Solana for everyone. In fact, these two are not even in the same race.
First, let's clarify a core point: Solana is an all-purpose high-performance public chain that wants to do everything; FOGO is a public chain dedicated to high-frequency trading, focusing only on what it excels at. The target users are completely different, so there is no question of 'who replaces whom', and there is even less basis for saying 'FOGO is a substitute for Solana'.
From TVK to $VANRY , it's not a renaming, but a "complete reconstruction of the chain"
Everyone pay attention, the brand upgrade in November 2023 is not a token replacement, but a complete rebuild of the underlying public chain from scratch. TVK is an NFT/metaverse project, while VANRY is an AI-native L1, with a completely different tech stack.
1. Review: The dilemmas during the TVK period (NFT bubble burst, single ecology) → the team abandoned the original chain and redeveloped the PoS+AI architecture → 1:1 replacement but the ecology resets to zero.
2. Comparison: Most projects "change the soup but not the medicine", Vanar is a courageous transformation akin to cutting off one’s arm, which is a rare boldness for a small-cap L1. #Vanar @Vanarchain $VANRY
Everyone pay attention, the brand upgrade in November 2023 is not a token replacement, but a complete rebuild of the underlying public chain from scratch. TVK is an NFT/metaverse project, while VANRY is an AI-native L1, with a completely different tech stack.
1. Review: The dilemmas during the TVK period (NFT bubble burst, single ecology) → the team abandoned the original chain and redeveloped the PoS+AI architecture → 1:1 replacement but the ecology resets to zero.
2. Comparison: Most projects "change the soup but not the medicine", Vanar is a courageous transformation akin to cutting off one’s arm, which is a rare boldness for a small-cap L1. #Vanar @Vanarchain $VANRY
From TVK to VANRY, is it a renaming or a shell rebirth?
Before, VANRY was too inconspicuous, but it suddenly became popular in the last month. So, many friends probably do not know: VANRY's past was actually quite impressive.
This article mainly discusses its past; many older individuals may not be clear about it, and newcomers definitely do not know. This matter is particularly interesting.
VANRY was not called this name before; it was called TVK, which stands for Terra Virtua Kolect, focusing on NFTs and the metaverse. At that time, its entry into the market was slow, coinciding with the burst of the NFT bubble. TVK was neither hot nor cold, and its ecosystem was particularly singular; apart from NFT collectibles, there was nothing else, and slowly it faded from people's attention.
This article mainly discusses its past; many older individuals may not be clear about it, and newcomers definitely do not know. This matter is particularly interesting.
VANRY was not called this name before; it was called TVK, which stands for Terra Virtua Kolect, focusing on NFTs and the metaverse. At that time, its entry into the market was slow, coinciding with the burst of the NFT bubble. TVK was neither hot nor cold, and its ecosystem was particularly singular; apart from NFT collectibles, there was nothing else, and slowly it faded from people's attention.
Hahaha, the leaderboard is out, what does $FOGO mean?
The scores haven't come out yet, but the leaderboard has been released. In the past, other events usually waited a week before releasing them. Is it because they are afraid of being criticized by those of us who didn't make it into the top 50 for releasing it too late?
Looking at it this way, it seems quite friendly. If the scores are too far apart and too competitive, everyone can also choose to withdraw early.
$FOGO #Fogo @fogo
The scores haven't come out yet, but the leaderboard has been released. In the past, other events usually waited a week before releasing them. Is it because they are afraid of being criticized by those of us who didn't make it into the top 50 for releasing it too late?
Looking at it this way, it seems quite friendly. If the scores are too far apart and too competitive, everyone can also choose to withdraw early.
$FOGO #Fogo @fogo
The Compliance Pitfalls of FOGO that No One Dares to Discuss, A Must-Read for Newcomers
Has everyone been blown away by FOGO's content recently? At least the phrases like 'it has Binance backing, has top-tier VC investment' should have been seen no less than five times, right?
It might even be that everyone, in the praise of FOGO, really feels that its potential is vast. But what I want to chat with you about today is the hidden pitfalls of FOGO that no one talks about. People are afraid to calculate points earned through chatting, so they don't really discuss it — its compliance is 'deliberately vague.'
First of all, FOGO's positioning is 'a public chain exclusive for institutions and high-frequency trading,' which means it must face global regulation — institutional trading involves large sums of money, and the regulatory policies differ from country to country. For example, the regulation of cryptocurrency trading is very strict in the U.S. and the U.K.; without a compliant license, institutional business cannot operate at all.
It might even be that everyone, in the praise of FOGO, really feels that its potential is vast. But what I want to chat with you about today is the hidden pitfalls of FOGO that no one talks about. People are afraid to calculate points earned through chatting, so they don't really discuss it — its compliance is 'deliberately vague.'
First of all, FOGO's positioning is 'a public chain exclusive for institutions and high-frequency trading,' which means it must face global regulation — institutional trading involves large sums of money, and the regulatory policies differ from country to country. For example, the regulation of cryptocurrency trading is very strict in the U.S. and the U.K.; without a compliant license, institutional business cannot operate at all.
Friends buying VANRY, do you really think it can explode?
Fans should have noticed that many of my recent contents will add #Vanar $VANRY @Vanarchain at the end. The reason is that adding these initially earned points.
But later I verified it for everyone, and adding it was useless; irrelevant content will not count for points.
But even so, I will still add a bit in my daily content. So these days, fans have been asking one after another, let me explain to everyone: it's because I was going to post content anyway, so I just added a bit. The exposure might be a little more.
So why am I willing to not earn points and not write content that is strongly related to the topic? It's because I think flattery is boring.
But later I verified it for everyone, and adding it was useless; irrelevant content will not count for points.
But even so, I will still add a bit in my daily content. So these days, fans have been asking one after another, let me explain to everyone: it's because I was going to post content anyway, so I just added a bit. The exposure might be a little more.
So why am I willing to not earn points and not write content that is strongly related to the topic? It's because I think flattery is boring.
Breaking news! $VANRY is actually a highly concentrated coin holding address!
1. First, there are only 7554 coin holding addresses in total, and the holdings are highly concentrated;
2. Second, the market has basically been declining since 2024, flushing out retail investors, and now it is mainly held by teams, foundations, nodes, etc.
3. The top 100 addresses hold up to 97%, indicating a clear trend of 'whale control', and this mouth-to-mouth activity, could it be that this coin wants to stir things up? I've decided that if the mouth-to-mouth rewards come down, I'll hold for a while to see how it goes. #Vanar $VANRY @Vanar
1. First, there are only 7554 coin holding addresses in total, and the holdings are highly concentrated;
2. Second, the market has basically been declining since 2024, flushing out retail investors, and now it is mainly held by teams, foundations, nodes, etc.
3. The top 100 addresses hold up to 97%, indicating a clear trend of 'whale control', and this mouth-to-mouth activity, could it be that this coin wants to stir things up? I've decided that if the mouth-to-mouth rewards come down, I'll hold for a while to see how it goes. #Vanar $VANRY @Vanar
Everyone knows that $VANRY has a unique advantage with the Kayon AI engine. But everyone should note that Kayon is not an off-chain AI call, but rather an embedded inference layer in L1. It is equivalent to smart contracts being able to directly infer on-chain Seeds, without the need for external oracles to feed data, which can solve the issues of unreliable and delayed oracles.
1. Technical Breakdown: PoS+DPoS consensus → Neutron stores Seeds → Kayon synchronously infers within the block → results on-chain, a complete closed loop.
2. Applicable Scenarios: DeFi risk control (automatically identify abnormal transactions), RWA compliance (real-time verification of asset authenticity), game AI (on-chain NPC autonomous decision-making).
3. Advantages: Solana/Base's AI is "off-chain computation + on-chain results", while Vanar is on-chain native AI, which is the core difference.
#Vanar $VANRY @Vanarchain
1. Technical Breakdown: PoS+DPoS consensus → Neutron stores Seeds → Kayon synchronously infers within the block → results on-chain, a complete closed loop.
2. Applicable Scenarios: DeFi risk control (automatically identify abnormal transactions), RWA compliance (real-time verification of asset authenticity), game AI (on-chain NPC autonomous decision-making).
3. Advantages: Solana/Base's AI is "off-chain computation + on-chain results", while Vanar is on-chain native AI, which is the core difference.
#Vanar $VANRY @Vanarchain
Brothers! I was so excited last night that I couldn't sleep! Do you remember my screenshot of ranking 101?
Everyone knows that VANRY's creator event awards the top 100, but last time on the 15th day my ranking was 101, which means I couldn't receive the mid-term reward.
But yesterday I suddenly realized, could it be that someone appears on both the global and Chinese charts at the same time? If his global ranking is higher than his Chinese ranking, wouldn't that mean I could be bumped up one place and receive the reward?
I was so excited last night that I couldn't sleep, just wondering when $VANRY would issue the mid-term reward? If this unexpected joy is really given to me, I will definitely hold @Vanarchain #Vanar $VANRY firmly.
Everyone knows that VANRY's creator event awards the top 100, but last time on the 15th day my ranking was 101, which means I couldn't receive the mid-term reward.
But yesterday I suddenly realized, could it be that someone appears on both the global and Chinese charts at the same time? If his global ranking is higher than his Chinese ranking, wouldn't that mean I could be bumped up one place and receive the reward?
I was so excited last night that I couldn't sleep, just wondering when $VANRY would issue the mid-term reward? If this unexpected joy is really given to me, I will definitely hold @Vanarchain #Vanar $VANRY firmly.
Ha ha ha ha, brothers, you see the announcement of $FOGO , the first 50 winners were already filled with points, and the event ends on the 29th... I mean, which February this year has a 29th?
Moreover, it wasn’t that the project party didn’t have enough cake, but that it was used for financial deposit rewards... annualized 20% starting fixed-term investment, it can't be that they first lure big customers to lock up their assets, and then... right?
#Fogo $FOGO @fogo
Moreover, it wasn’t that the project party didn’t have enough cake, but that it was used for financial deposit rewards... annualized 20% starting fixed-term investment, it can't be that they first lure big customers to lock up their assets, and then... right?
#Fogo $FOGO @fogo
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FOGO/USDT
Price
0.02133
A Comprehensive Guide to VANRY's Hidden Risks and Opportunities, a Must-Read for Newcomers
Bro, after discussing so much about VANRY, let's not hype or bash it today; instead, let's talk about the risks and hidden opportunities that no one mentions. Newcomers entering the scene often overlook these, so let's explain it in simple terms to help you avoid pitfalls.
First, let's talk about the hidden risks, the first being the technological risk. VANRY's Neutron+Kayon AI framework is new technology, with related products set to launch in 2025, and it hasn't undergone large-scale market validation yet, so there could be bugs or security issues. Previously, a security audit organization found 4 high-risk vulnerabilities in its code; although 3 have been fixed, 1 has not, which is something newcomers should be aware of.
First, let's talk about the hidden risks, the first being the technological risk. VANRY's Neutron+Kayon AI framework is new technology, with related products set to launch in 2025, and it hasn't undergone large-scale market validation yet, so there could be bugs or security issues. Previously, a security audit organization found 4 high-risk vulnerabilities in its code; although 3 have been fixed, 1 has not, which is something newcomers should be aware of.
I didn't expect Alpha to end after just half a year:
1. Yesterday was a working day, and there were no airdrop replacements, and even after the blind box gameplay was introduced, there were still no replacements, indicating that the landlord's family has no surplus food~
2. This week is basically all old coins, indicating that the project side is also preparing for the New Year. During the Spring Festival, it is estimated that it will be difficult to issue one every working day.
3. During the Spring Festival, everyone will take a break, and whether they will pick it up again afterwards is an unknown...
How many brothers are still holding on? #ALPHA
1. Yesterday was a working day, and there were no airdrop replacements, and even after the blind box gameplay was introduced, there were still no replacements, indicating that the landlord's family has no surplus food~
2. This week is basically all old coins, indicating that the project side is also preparing for the New Year. During the Spring Festival, it is estimated that it will be difficult to issue one every working day.
3. During the Spring Festival, everyone will take a break, and whether they will pick it up again afterwards is an unknown...
How many brothers are still holding on? #ALPHA
CZ has come to recharge everyone's faith: meme coins will not disappear as long as there are cultural elements!
Brothers, CZ has come to recharge everyone's faith, no wonder DOGE warmed up by 5 points yesterday.
At the beginning, a big influencer wrote an article on Binance Square, complaining that retail investors can't play with Meme coins, as all the profits are being taken by robots.
Yesterday, CZ saw this article and directly replied to everyone to recharge their faith.
The general idea is: Meme coins will not disappear; they will continue to exist. However, the way to continue is certainly not to issue meme coins based on my Twitter, but rather to find very strong cultural elements. For example, DOGE and FLOKI are both very enduring meme coins because they have a strong community atmosphere, and they will not easily disappear in the future. But if meme coins are generated based on my tweets without any foundation, traders can only lose money.
At the beginning, a big influencer wrote an article on Binance Square, complaining that retail investors can't play with Meme coins, as all the profits are being taken by robots.
Yesterday, CZ saw this article and directly replied to everyone to recharge their faith.
The general idea is: Meme coins will not disappear; they will continue to exist. However, the way to continue is certainly not to issue meme coins based on my Twitter, but rather to find very strong cultural elements. For example, DOGE and FLOKI are both very enduring meme coins because they have a strong community atmosphere, and they will not easily disappear in the future. But if meme coins are generated based on my tweets without any foundation, traders can only lose money.
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