It was hard to save a bit of money, and last night I lost it all again. It's really frustrating! Why does it always plummet when I buy? Then this morning I bought in a bit at the bottom, and now I'm standing on the mountain top⛰️ I really want to cry without tears😭
I'm out of money, really out of money, putting on some makeup to find a boyfriend! I can't keep staying up late watching the market like this, look at what I've become! #BTC何时反弹? $BTC
How to Assess the Ecological Value of VANRY from AI Integration to RWA Implementation
I have been in contact with the token VANRY of the Vanar Chain for over half a year now. From initially noticing it during the brand upgrade of the project to now watching its technology continuously improve and its ecosystem expand, my understanding of this project has also deepened. Recently, many people have asked me how to assess the ecological value of VANRY, why it can maintain competitiveness in the Web3 AI track, and how to judge its long-term value. In my view, evaluating the ecological value of a cryptocurrency cannot rely solely on concepts and price increases; the key is whether its technology can be implemented, whether the ecosystem can form a closed loop, and whether applications can generate real value. Today, I will discuss my views on the ecological value of VANRY from two core directions: AI integration and RWA implementation. These are my genuine thoughts presented in simple language, without beating around the bush.
Dusk Welcomes Multiple Positive Factors at the Start of 2026! Mainnet Launch + Price Surge, the Market Benefits Have Just Begun
The start of the cryptocurrency market in 2026 is not too calm, with Bitcoin experiencing a pullback and many altcoins showing weak trends. However, Dusk has emerged with an independent market trend. From January 2026 until now, the token price has increased by more than four times, with a single-day maximum increase even reaching 40%. The price has refreshed a new high since the beginning of 2025, becoming a dark horse in the cryptocurrency market at the start of the year. As an investor who has been following Dusk, I have watched it go from being unnoticed to garnering market attention. I am well aware that this price surge is not purely due to speculative trading but is a result of multiple positive fundamental factors being released simultaneously. Today, I will discuss the major developments for Dusk at the start of 2026 and share my views on the project's future development.
In-depth Analysis of WAL's Core Technology: Why Do We Say Walrus Can Restructure the Decentralized Storage Track?
It has been a few years since I got involved in the decentralized storage track, from the early Filecoin to the later Arweave. Watching this track develop step by step, I have seen many projects gain attention due to hype, only to fade away slowly due to fundamental technical flaws. It wasn't until Walrus appeared, bringing its native token WAL to the forefront, that I truly felt decentralized storage might be on the verge of a genuine technological revolution. I'm not exaggerating; rather, after thoroughly researching WAL's core technology, I found that this project addresses the two major pain points of previous storage protocols from its underlying design: cost and programmability, which are precisely the key factors determining whether a storage project can be successfully implemented.
Deeply cultivating the Layer 2 scaling track, the technical core of XPL is the real foundation.
After researching cryptocurrency for so long, I have always believed that a project's longevity is not reliant on short-term market hype, but rather on the solid strength of its underlying technology. Especially in the increasingly competitive arena of Layer 2 scaling, Plasma XPL has been able to establish itself and even gradually find its own rhythm. The core reason is that it has innovatively adapted the classic Layer 2 scaling framework of Plasma to suit the stablecoin ecosystem, not through mere replication, but by implementing genuine technical optimizations and practical adaptations. I have been studying the technical architecture of XPL for a while now, and today I want to discuss in layman's terms what makes the technology behind this token different, and why I believe its technical core is the true foundation for long-term holding.
It was hard to save a bit of money, and last night I lost it all again. It's really frustrating! Why does it always plummet when I buy? Then this morning I bought in a bit at the bottom, and now I'm standing on the mountain top⛰️ I really want to cry without tears😭
I'm out of money, really out of money, putting on some makeup to find a boyfriend! I can't keep staying up late watching the market like this, look at what I've become! #BTC何时反弹? $BTC {future}(BTCUSDT)
I have been researching the privacy blockchain track for quite a while, and after comparison, I found that Dusk can stand firm. The fundamental reason is that it integrates privacy and compliance together, rather than a simple choice between the two. This is also the biggest difference between it and other purely anonymous privacy coins.
The technical core of Dusk mainly consists of two parts: one is the native auditable privacy mechanism at the protocol layer, and the other is the highly flexible modular architecture. These two points combined perfectly address the real needs of institutional-level financial applications.
First, let's talk about auditable privacy. Dusk uses zero-knowledge proofs and homomorphic encryption at its core, which encrypts sensitive data such as transaction identities and amounts by default, fundamentally guaranteeing user privacy. However, unlike completely anonymous systems, Dusk has designed a selective disclosure feature that allows legally authorized regulatory agencies to audit specific transactions, technically resolving the contradiction between anti-money laundering and privacy protection.
Another highlight is the Hedger privacy engine, which enables confidential transactions based on this technology without incurring additional Gas fees, and its operating efficiency is much higher than other Layer 2 privacy solutions. I believe this is the key for Dusk to truly land in financial scenarios, as institutional clients have demands for both cost and efficiency.
Looking at the modular architecture, Dusk has divided the DuskDS settlement layer and the DuskEVM execution layer, allowing developers to flexibly configure compliance components according to regulations from different jurisdictions like the EU MiCA, without having to redevelop the underlying system for regulatory adaptation. Moreover, DuskDS is written in Rust, and combined with the Blind Bid protocol, it can prevent miners from extracting value, maximizing the network's security and stability.
In my view, the future of privacy blockchain must be grounded in practical scenarios rather than merely pursuing anonymity. Dusk's technical route coincidentally aligns with this trend, which is also the fundamental reason it can become the preferred platform for institutional-level financial applications.
Recently, many friends have asked me how I view the value support of VANRY. As the native token of Vanar Chain, I believe its value has never been a single dimension but is supported by the underlying technology of the project and ecological liquidity, both of which are indispensable and are key to VANRY's ability to stand firm in the market.
First, let's talk about the technical support, which is the core value foundation of VANRY. Vanar Chain, as the AI infrastructure for Web3, has a 5-layer architecture that constructs a complete AI workload solution. Core modules like the Neutron semantic memory layer and the Kayon on-chain reasoning engine address the core pain points of the integration of AI and blockchain, creating a unique technological barrier for the project. As the token of the ecosystem, VANRY is the core of the entire technological system, and all ecological operations, including data on-chain, AI reasoning, and application development, require the use of VANRY. The implementation of technology and the expansion of the ecosystem will directly lead to an increase in the demand for VANRY.
Next is liquidity support. Currently, Vanar Chain has received support from several mainstream exchanges, including Binance. Adequate exchange layout guarantees the liquidity of VANRY and stabilizes the price trend of the token. I believe that for crypto tokens, liquidity is key to realizing value. No matter how good the technology is, if the token lacks sufficient liquidity, it is difficult to reflect its value. Currently, the daily trading volume of VANRY can reach 48.3 million USD, and sufficient liquidity encourages more investors to participate, forming a positive cycle.
Of course, for VANRY, short-term price fluctuations are normal, but its long-term value still depends on the progress of technological implementation and the expansion of ecological applications. Only with continuous advancement of the underlying technology, an increasingly rich application scenario in the ecosystem, and sufficient liquidity support can the value of VANRY continue to rise. This is also my core view on VANRY. #Vanar $VANRY @Vanarchain
Recently, many people have been discussing the price of XPL with me. The current price of XPL is around 0.133, which represents a significant drop compared to last year's historical peak of 1.68 on September 1. Even on January 26, it fell to a historical low of 0.1149. The short-term price fluctuations have led to confusion for many, and I want to share my views on the price and value of XPL.
First of all, I believe that the short-term price fluctuations of XPL are more influenced by the overall environment of the cryptocurrency market rather than issues with the project itself. Recently, the overall liquidity in the cryptocurrency market has tightened, and many cryptocurrencies have experienced price corrections, making it difficult for XPL to remain unaffected. However, if we look at the project beyond its price, the ecological development of XPL has not stagnated; rather, it is steadily advancing, with collaborations with Binance, integration of BTC DeFi, and the stability of data in the stablecoin ecosystem. These are tangible progress for the project, and such progress is the core that supports the long-term value of the cryptocurrency.
Secondly, from a technical perspective, XPL's current price has entered the value zone. Many traders have noticed that XPL's price has shown classic technical reversal signals, with the 20-day and 50-day moving averages forming a golden cross, which is a sign of short-term market sentiment warming up. Moreover, the trading volume has consistently remained at a level of hundreds of billions, indicating that the trading activity in the market has not diminished due to the price drop, suggesting that many funds are paying attention to the price trends of XPL. Once market sentiment warms up, the price of XPL is expected to recover.
More importantly, XPL's project positioning is a dedicated public chain in the stablecoin sector, and the market demand for this sector is long-term. With the development of global cross-border remittances and digital payments, the usage scenarios for stablecoins will continue to grow. The zero transaction fees for XPL, the underlying security of Bitcoin, and its global collaborative layout give it a core competitiveness in the stablecoin sector. I believe that the investment logic in the cryptocurrency market will ultimately return to the project's ecology and value. Short-term price fluctuations are merely a process, while the continuous development of the ecosystem is the core logic of XPL.
Regarding XPL, my view is that one should not overly dwell on short-term price fluctuations but should pay more attention to the progress of the project's ecosystem. As long as the ecosystem can continue to be implemented, the long-term value of the project will naturally be reflected in its price. This is also the reason why I have continued to hold and pay attention to XPL. $XPL #plasma @Plasma
Whenever I talk about WAL's ecological cooperation, I feel that the synergistic effect backed by the Sui ecosystem is crucial!
When discussing the development of WAL, we cannot avoid its ecological cooperation layout. I believe that WAL can develop rapidly, and the synergistic effect backed by the Sui ecosystem plays a vital role. Moreover, the project's cooperation choices are very targeted, not blindly expanding, but precisely connecting with actual needs. Firstly, Walrus is created by Sui's development team Mysten Labs, which is inherently deeply bound to the Sui ecosystem and can directly reuse Sui's consensus mechanism, development infrastructure, and developer resources. This makes the ecological cold start of WAL much easier than other projects.
Currently, WAL has reached cooperation with well-known institutions such as Tusky, Decrypt Media, and Chainbase. The integration of these institutions not only brings more storage needs to WAL but also introduces professional technology and resource support to the ecosystem. I think what has more potential is that WAL has started collaborating with AI and gaming projects. The training of large models in the AI field requires massive data set storage, while gaming projects require management of a large number of media files and user data. WAL's low storage costs and high availability can precisely meet these needs, which is also the core application scenario of decentralized storage.
In addition, WAL is also collaborating with other projects within the Sui ecosystem to achieve resource interconnectivity, such as combining with some DeFi projects to provide secure storage for on-chain asset data, and cooperating with NFT projects to ensure that NFT metadata is not tampered with.
My opinion is that WAL's cooperation layout captures the essence of 'complementary win-win'. While relying on the Sui ecosystem, it can also leverage its own technological advantages to solve pain points for other projects. This cooperation model continuously enhances the value of the ecosystem and expands WAL's application scenarios. @Walrus 🦭/acc #Walrus $WAL
Breaking Down VANRY's Underlying Technology: Why Vanar Chain Can Become a Benchmark for Web3 AI Infrastructure
Recently, I have been deeply involved in the Web3+AI sector. I have looked at many projects that claim to provide blockchain AI infrastructure, but most are just simple combinations of concepts, piecing together the functionalities of AI and blockchain, resulting in a myriad of practical issues. It wasn't until I researched the token VANRY of Vanar Chain that I realized what true Web3 AI infrastructure should look like. It is not just a simple overlay; rather, it is a blockchain system tailored for AI workloads, built from the ground up. I believe that when conducting technical analysis, one must return to the project itself, setting aside market trends and conceptual hype. The core competitiveness of VANRY is actually hidden in its underlying technological design. Today, I will break it down in straightforward terms and share my views on this technological system.
From $140 million financing to the core of the Sui ecosystem, what is the long-term value of WAL?
Do you remember in March 2025 when the news broke that Walrus completed a $140 million financing? The entire crypto circle was in an uproar. After all, in that market environment, it was rare for the decentralized storage track to secure such a large financing round. This round of financing was led by Standard Crypto, with top institutions like a16z crypto and Electric Capital participating. These institutions have always had a sharp eye, and their substantial investment in Walrus is a testament to the potential of this project. As the native token of Walrus, WAL has been highly anticipated from the very beginning. From the testnet to the mainnet launch, from an initially niche technology token to now the core token of the Sui ecosystem, the development path of WAL is clear and robust. Many investors ask me, what is the long-term value of WAL? Why can it attract top institutions to bet on it, and also become the core of the Sui ecosystem? Based on my long-term tracking of the project and my understanding of the decentralized storage track, I believe the long-term value of WAL lies in three core points: the symbiotic relationship with Sui, the competitive edge brought by cost advantages, and the storage demand dividend in the AI era. These three points overlap and form the underlying logic of WAL's long-term value.
How Powerful is Dusk's Technological Core? The Balance of Privacy and Compliance is the Core Competitiveness
After several years of struggling in the cryptocurrency industry and having seen many privacy-focused public chain projects, some only care about anonymity while crossing regulatory red lines, and others abandon privacy entirely for compliance. It wasn't until I studied the technology system of the Dusk Foundation that I realized privacy and compliance can truly be deeply integrated. I believe the development of the cryptocurrency industry ultimately needs to be grounded in reality; no matter how advanced the technology, it will be difficult to have large-scale applications without regulatory compliance. The core technological approach of Dusk precisely addresses the key pain points of privacy public chains. Today, I will share my own research and understanding to discuss the technological core of Dusk and see how powerful this project's technology really is.
XPL Reaches a Key Milestone at the Beginning of 2026, The Ecological Layout Logic Behind Token Unlocking
The overall volatility of the cryptocurrency market at the beginning of 2026 is not small, with the fluctuations of mainstream coins drawing many people's attention to the short-term market. However, I noticed that Plasma XPL reached an important milestone on January 25th—unlocking 88.89 million XPL tokens, corresponding to 4.33% of the circulation, valued at approximately 12.4 million USD. When I saw this unlocking news, many of my friends reacted with concern about selling pressure, thinking it would impact XPL's short-term price. But after carefully studying the details of this unlocking, as well as the entire token economic model of XPL and the ecological layout of the project party, I actually feel that this unlocking is not a negative factor but a key move by the project party to promote ecological construction. Behind the unlocking lies the long-term ecological layout logic of the Plasma network. Today, I would like to share my thoughts with everyone.
During this period, I have been paying attention to Dusk's developments. When the news came out that DuskEVM would launch on the mainnet in the second week of January 2026, I immediately researched the details. I feel this move is crucial, as it directly upgrades Dusk from a simple privacy Layer1 infrastructure to an ecological platform that can connect institutions and developers.
The significance of this change is actually underestimated by many. Since its establishment in 2018, Dusk has been focusing on zero-knowledge proofs and homomorphic encryption technologies, primarily aiming to resolve the compliance and privacy conflicts in financial blockchains. The emergence of DuskEVM has significantly lowered the threshold for implementing this technology.
The core advantage is the seamless integration brought by EVM compatibility, allowing smart contracts written in Solidity to be deployed directly without the need to learn a new language. These contracts can also automatically connect to Dusk's privacy consensus layer. I believe this is crucial for attracting developers from the Web3 ecosystem, enabling a large number of mature DeFi protocols to migrate quickly.
Currently, the Hedger protocol has already implemented privacy but auditable transaction logic based on this foundation, precisely addressing the pain points of regulatory DeFi, particularly suitable for scenarios like tokenized securities and private equity funds. Not long after its launch, DuskTrade confirmed it would be among the first to support over 300 million euros worth of tokenized securities, and institutional interest is already rising.
As DUSK serves as the gas and staking token for the ecosystem, the ecosystem will thrive, and demand will naturally increase. In my view, DuskEVM is not just a technological upgrade but an accelerator for bringing RegDeFi into the mainstream. In the increasingly strict regulatory environment of 2026, Dusk has paved a safe path for traditional financial institutions to go on-chain, and the subsequent explosion of the ecosystem is just a matter of time. @Dusk $DUSK #dusk
Recently, I have been studying the layout of Vanar Chain in the RWA track. As a blockchain project focusing on AI infrastructure, it positions payment finance and tokenization of real assets as core directions. I think this choice is particularly insightful, and VANRY, as the ecological token, will encounter more application scenarios and value support in this process.
Vanar Chain has specifically constructed for the tokenization of real assets from the bottom layer, and combined with its core Kayon on-chain reasoning engine, it can provide transparent and verifiable technical guarantees for real asset on-chain. One of the core pain points of real asset tokenization is the authenticity and traceability of on-chain data, and Kayon can perform real-time reasoning and verification of on-chain asset data, allowing the issuance and trading of assets to complete a closed loop on-chain, which solves the key issue of RWA implementation.
I believe the combination of payment finance and RWA will be an important focal point for the Vanar Chain ecosystem. Whether it is real estate, bulk commodities, or other traditional assets, they can achieve on-chain confirmation of rights and transactions through Vanar Chain's technology. In this process, all ecological operations will require the use of VANRY, which provides practical scenario support for the demand for tokens, rather than merely circulating tokens.
Currently, the entire RWA track in the crypto market is developing rapidly. With the technical advantages of AI infrastructure, Vanar Chain can provide smarter solutions in the process of asset tokenization, which is also a core distinction from other RWA projects. As traditional assets continue to go on-chain, the financial application potential of VANRY will gradually be released, which is also an important reason why I am optimistic about its long-term value. #Vanar $VANRY @Vanar
To assess the long-term value of a cryptocurrency project, I believe it is essential not only to look at short-term price fluctuations but also to pay attention to its ecological fundamentals. The recent ecological data from XPL has heightened my expectations for the long-term development of this project. Firstly, regarding the core data of stablecoins, the supply of stablecoins in the XPL ecosystem has remained stable at around 210 million USD. This figure has not shown a significant decline amid the recent overall fluctuations in the cryptocurrency market, indicating strong market confidence in XPL's stablecoin ecosystem. After all, stablecoin supply is the foundation of the ecosystem; only with stable supply can various ecological operations be supported.
Moreover, in the DeFi sector, the TVL data shows that XPL's total locked value in DeFi remains at 530 million USD. This data reflects the capital accumulation within the ecosystem. A large amount of locked capital means that many users are engaging in trading, wealth management, and other operations within XPL's DeFi ecosystem. The activity and practicality of the ecosystem are backed by real data rather than mere conceptual speculation. Additionally, I noticed that most of XPL's ecological operations revolve around stablecoins, which makes the capital flow within the ecosystem more stable and prevents significant outflows caused by rotational hotspots. This is also an important reason for the solid fundamentals of the XPL ecosystem.
More importantly, XPL is currently advancing the integration of BTC DeFi, specifically the implementation of pBTC. This operation directly opens up new development space for XPL's ecosystem. Bitcoin is the largest asset in the cryptocurrency market, and the market potential for BTC DeFi is enormous. XPL, based on the underlying structure of Bitcoin, inherently possesses advantages for integration with BTC DeFi. The integration of pBTC allows users in the Bitcoin ecosystem to access XPL's stablecoin ecosystem, facilitating interoperability between Bitcoin and stablecoins, which will bring a large influx of new users and capital to XPL.
I believe that solid ecological data is XPL's confidence, while the integration of BTC DeFi is an important growth point for XPL. In the increasingly competitive landscape of stablecoins, XPL can maintain its competitiveness with its fundamentals and new growth points.
WAL has hit the RWA + storage dual windfall, and the competitive advantage in the 2026 track is too obvious
In the Web3 track of 2026, the tokenization of RWA assets and decentralized storage are definitely two core windfalls, and WAL has precisely hit these two windfalls. I believe this is also an important reason why it can stand out among numerous tokens, and the project has deeply integrated the advantages of both tracks, forming its unique competitiveness. First of all, Walrus itself is an excellent decentralized storage protocol, which can provide key technical support for the on-chain of RWA assets. The on-chain of RWA assets requires secure storage and credible confirmation of data such as property certificates and appraisal reports, and the multi-node notarization and tamper-proof characteristics of WAL just meet this demand.
I believe that WAL's core advantage in the RWA field lies in its compliance audit engine, which covers regulatory rules such as the EU MiCA and the new SEC regulations in the United States, and can automatically conduct compliance checks on the issuance process and information disclosure of RWA assets, solving the compliance pain points of RWA asset on-chain. Moreover, Walrus's hybrid confirmation architecture can shorten the asset confirmation time from 15 days to 3 days, with an error rate reduced to below 0.01%. This efficiency makes the standardized on-chain of high-end RWA assets such as commercial real estate and precious metals possible.
The maturity of ZK technology in 2026 has continuously expanded the scale of RWA asset on-chain, and the demand for data storage has also exploded accordingly. WAL's low storage costs and high availability can precisely meet this demand, forming a positive cycle of "RWA on-chain driving storage demand, and storage demand enhancing WAL value." My view is that WAL is not simply hitting two windfalls, but deeply combining the technical advantages of decentralized storage and the market demand for RWA asset tokenization. This combination gives WAL a significant competitive advantage in the Web3 track of 2026, and as the RWA track continues to develop, WAL's value will also be further released.
Full Analysis of VANRY's Latest Developments: Behind the Rise are Technical Strength and Strong Ecological Layout
Recently, while looking at the trends in the cryptocurrency market, I found that Vanar Chain's VANRY has experienced a nice rise again, with a 24-hour increase of 18.52%. Many friends around me have been asking whether this surge in VANRY is purely driven by market sentiment and whether there is actual fundamental support. As someone who has been following this project, I believe that to understand VANRY's price trends, one must not only look at the candlestick charts but also consider the latest developments and ecological layout of the project. Short-term price fluctuations may be influenced by market sentiment, but long-term sustained growth must be supported by both technical strength and strong ecological layout. Today, I will discuss the latest developments of VANRY and share my value judgments behind these developments in plain language, without any fluff.