Breaking the Marketing Bubble of AI Public Chains: Is the Semantic Ledger Creating Brains or Telling Ghost Stories?

I found that the most absurd phenomenon in this bull market is that all the computing power platforms that can't go on have slapped an AI label on themselves. Renting out GPUs to run graphics and calling it AI infrastructure can fool outsiders, but anyone with a bit of architectural knowledge knows that's nonsense. What can truly bridge Web3 and AI is not just pieced-together computing power, but solving the readability of on-chain data. I spent two days going through that L1 codebase with an Nvidia Inception background, and I personally feel that their Neutron architecture does have some substance. The current Ethereum or Near is essentially a very rigid ledger, and AI agents grabbing data on-chain only see a bunch of incomprehensible hexadecimal codes. This project attempts to semanticize data at the underlying level, turning cold transaction records into knowledge graphs that AI can understand. If this logic works, future on-chain NPCs won't need to rely on centralized servers to analyze player behavior anymore. However, when I actually ran the nodes, I still found critical issues; this kind of block verification with semantic parsing is extremely memory-intensive, and network latency visibly increases under high concurrency, which is a significant delay that cannot be solved by optimizing a couple of lines of code—this is a trade-off at the architectural level. Compared to the crazy attempts by ICP to shove the frontend into the chain, this approach of focusing solely on the data processing layer has a much higher probability of being realized. Currently, there are no strong consumption scenarios on the token side, and the so-called subscription burning mechanism will only count when B-end companies are willing to pay real money. For us old investors, trading these underlying logic reconstruction targets means profiting from the cognitive price difference during the period when technology moves from PPT to mainnet.

$VANRY #vanar @Vanarchain