In recent months, as long as a project dares to add the words AI to its white paper, its market value can double instantly. This extremely naive speculation logic makes me cringe; when you open those so-called AI Agent protocol GitHubs, you will find that 90% of the code is just forking someone else's UI, and the core logic remains centralized API calls. This phenomenon of putting up a sheep's head to sell dog meat made me wary of Vanar at first, after all, its predecessor Virtua was just riding the hype of the metaverse. But when I patiently finished reading its technical documentation on the Neutron architecture and dug into its collaboration details with Nvidia, I found that these people seem to be serious this time. They are addressing a very tricky pain point, which is neither computing power nor models, but the 'understandability of data.'
The current on-chain data is like a heavenly book for AI. When you post an NFT on Ethereum, apart from the token ID and a string of garbled hash values, the chain itself has no idea whether it’s a dragon-slaying sword or a pixel cat. All the metadata is hosted on IPFS or centralized servers, and for AI to understand this data, it must cross protocols to fetch it, which is incredibly inefficient. The Neutron semantic layer that Vanar is working on attempts to label data right in the underlying state tree of the chain. This means that future smart contracts will not just execute code; they will be able to 'understand' the context. Imagine an AI NPC in a game can directly read all your interaction history on the chain, instantly generating a unique storyline for you without needing to go through any centralized intermediary servers. This kind of native interoperability is the correct way for Web3 and AI to combine.
Of course, anyone can boast, but landing is the real test. When I tried to call their so-called Kayon inference engine in the testnet, I found that the response speed was not as miraculous as advertised. In high-concurrency situations, the delay of semantic indexing can even reach several seconds, which is unacceptable for applications with high real-time requirements. Moreover, the current developer toolchain is simply a product of the primitive era. When I was compiling a slightly more complex smart pointer, the errors reported by the compiler kept me searching for half the night before I found it was a library file version conflict. This rough engineering quality indicates they have a long way to go before achieving true large-scale commercial use. But this is precisely what I find interesting; if a project were perfect, it would have been snatched up by VCs long ago, leaving no chance for us retail investors to pick up bargains at 0.008 dollars.
The current market is too restless, everyone is chasing those '土狗' (earth dogs) that can bring a hundredfold return in a week, and no one is willing to care about how the underlying bricks are laid. Chains like Vanar, which lean towards B-end and complex logic processing, often can't compete with those simple and crude Meme chains in the early stages of a bull market. You can tell just by looking at its K-line, it lies on the ground like a vegetative person, occasionally twitching but then getting smashed back down. But this is precisely why I pay attention to it. At the node of 2026, simple transfer payments have no story to tell; the real increment lies in how to smoothly transfer the massive data assets of Web2 into Web3. Vanar is optimizing the efficiency of zero-knowledge proof generation through collaboration with Nvidia, and this kind of hard-core technical accumulation is hard to fake.
Maybe looking at it now is like watching an unfinished building site, full of scaffolding and mud, but the design blueprint of this building is drawn larger than anyone else’s. When those hype-driven AI concept coins go to zero, the market will eventually return to infrastructure that can truly solve the pain points of data interaction. I can’t say it will definitely succeed, but in a world full of scammers, watching a serious team write code is a consolation in itself. This might be the heaviest bet I've placed in this cycle, betting not on luck, but on the inevitable direction of technological evolution.