Last night, after watching the technical report from DeepSeek, I slapped my thigh when I saw that it outperformed Silicon Valley giants at 1/20 the cost. This is not just an earthquake in the AI field; it's practically a critique of the current public chain track.
Look at these L1 public chains we have in hand; they all claim to be a 'universal computing platform', claiming to serve DeFi, logistics, healthcare, and social networking simultaneously. This is very much like those fusion restaurants on the roadside that offer 'Sha County snacks + Western food + barbecue'; the menu is thick, but there isn't a single dish worth eating. The result is that we have countless bloated 'universal public chains', yet it is still difficult to smoothly run even the simplest H5 game.
This 'grand narrative' sounds beautiful, but in 2026, it is called 'mediocre evil'.
With this 'demystifying' perspective, I re-evaluate @Vanar 's strategy. Many people look down on it, thinking it only does games, brands, and entertainment, and that its scope is too small. Big mistake. Vanar actively gives up breadth and focuses on entertainment, which is precisely its smartest move.
Why? Because pan-entertainment users are the most ruthless product managers in the world.
In DeFi, for a 1000% APY, I can endure $10 in gas and a 30-second confirmation time; I will convince myself this is the 'cost of decentralization'.
In the game, a delay of 1 second = uninstallation, interaction lag = cursing. No one will endure a garbage experience for the so-called 'on-chain'.
It is precisely because of the cruelty of this environment that Vanar's architecture is an extreme pragmatism 'forced' out: it abandons the fundamentalist 'decentralized purity', choosing validator voting, just to exchange for 'ultra-fast interaction' and 'extremely low fees'. This is not called centralization; this is called 'targeted evolution'. $VANRY It does not do complex financial Lego; it only does one thing: ensure a silky smooth experience.
Looking ahead to 2026: Don't invest in 'general stores', invest in 'flagship stores'.
DeepSeek proves that 'specialization' can defeat 'generalization'. The explosion of Web3 will never be because users 'endured' some infrastructure, but because they 'enjoyed' some seamless experience.
Would you rather invest in a 'half-finished building' that wants to do everything but does nothing well, or would you prefer to bet on a 'special forces' that can bring in millions of users with even a 1% penetration rate in the entertainment sector? Remember: entertainment is humanity's greatest necessity.