Powerpei
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内容创作 项目分析 深耕 AI版权和IP版权。X：@PWenzhen76938
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The Cruel Truth of Web3: 99% of projects rely on emotions to survive, but it is slapping everyone in the face with its financial reports.
I really dislike those projects that shout about disruption and trillion-dollar opportunities every day—monthly active users barely reach tens of thousands, let alone revenue.
But recently staring at
the data, I suddenly saw that Web3 has finally grown real bones
On January 17, 2026, it was officially confirmed that the annual recurring revenue (ARR) reached $80M.
From $70M last December to $80M now, it has increased by 14.3% in just one month.
This is not just self-satisfied numbers; it's proof that over 200 AI/DeFi/gaming companies are actually paying.
In Web3, this is already a top anomaly; even in traditional SaaS, it can reach the scale of a medium to large unicorn.
But recently staring at
the data, I suddenly saw that Web3 has finally grown real bones
On January 17, 2026, it was officially confirmed that the annual recurring revenue (ARR) reached $80M.
From $70M last December to $80M now, it has increased by 14.3% in just one month.
This is not just self-satisfied numbers; it's proof that over 200 AI/DeFi/gaming companies are actually paying.
In Web3, this is already a top anomaly; even in traditional SaaS, it can reach the scale of a medium to large unicorn.
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Clearing out altcoins and exchanging for USD1. This is the best decision I made before the New Year.
Last night, when I saw the announcement about the joint event between USD1 and WLFI on Binance, I was reviewing my trading records from the past two months.
Looking at the pile of valuable coins in my account that I bought impulsively to avoid being in cash, now they are all in the negative.
To be honest, it's quite frustrating.
Having been in this industry for a long time, we often fall into a kind of 'hyperactivity'.
I feel that holding U is a loss, I feel like I must always be in the market competing, and I think only a 100-fold increase counts as an investment.
But the reality is often cruel: you are messing around, while the big players are earning interest.
Staring at the words '40 million dollar prize pool' and 'holding equals airdrop' in the announcement, I became clear-headed.
Looking at the pile of valuable coins in my account that I bought impulsively to avoid being in cash, now they are all in the negative.
To be honest, it's quite frustrating.
Having been in this industry for a long time, we often fall into a kind of 'hyperactivity'.
I feel that holding U is a loss, I feel like I must always be in the market competing, and I think only a 100-fold increase counts as an investment.
But the reality is often cruel: you are messing around, while the big players are earning interest.
Staring at the words '40 million dollar prize pool' and 'holding equals airdrop' in the announcement, I became clear-headed.
The heavens have opened their eyes
Everyone is ready to reset
Speed up and give me a boost
Up up
$ARIAIP
Everyone is ready to reset
Speed up and give me a boost
Up up
$ARIAIP
If life can't be saved, then every day you are running naked.
I stayed up late playing games last night, and just when I was about to finish, the power went out and my save file was lost.
The feeling of collapse in that moment is simply indescribable. Hours of effort, all reset to zero due to lack of memory.
I slumped in my chair thinking: if this problem isn't solved, this game is unplayable.
This makes me think of the current on-chain AI.
Everyone is bragging about how amazing AI Agents are, but few realize how miserable they are on-chain.
For current public chains, AI is like an un-saveable deserted island.
Every interaction, the AI starts from scratch. It can't remember your risk preferences from yesterday, nor the reasons for past failures. It can only keep resetting and doing repetitive work.
The feeling of collapse in that moment is simply indescribable. Hours of effort, all reset to zero due to lack of memory.
I slumped in my chair thinking: if this problem isn't solved, this game is unplayable.
This makes me think of the current on-chain AI.
Everyone is bragging about how amazing AI Agents are, but few realize how miserable they are on-chain.
For current public chains, AI is like an un-saveable deserted island.
Every interaction, the AI starts from scratch. It can't remember your risk preferences from yesterday, nor the reasons for past failures. It can only keep resetting and doing repetitive work.
If life can't be saved, then every day you're running naked.
Last night I stayed up late gaming, and just when I was at the critical moment, the power went out and I lost my save.
The sense of collapse in that moment is simply indescribable. Hours of effort, all reset due to lack of 'memory'.
I slumped in my chair and thought: if this problem isn't solved, this game is unplayable.
This reminds me of the current on-chain AI.
Everyone is raving about how amazing AI Agents are, but few realize that:
How miserable they are on the chain.
The current public chain is like an unarchivable desert island for AI.
Every interaction starts from scratch for AI. It cannot remember your risk preferences from yesterday, nor the reasons for the last failure. It can only keep resetting and repeating tasks.
The sense of collapse in that moment is simply indescribable. Hours of effort, all reset due to lack of 'memory'.
I slumped in my chair and thought: if this problem isn't solved, this game is unplayable.
This reminds me of the current on-chain AI.
Everyone is raving about how amazing AI Agents are, but few realize that:
How miserable they are on the chain.
The current public chain is like an unarchivable desert island for AI.
Every interaction starts from scratch for AI. It cannot remember your risk preferences from yesterday, nor the reasons for the last failure. It can only keep resetting and repeating tasks.
Yesterday, @Vanarchain 's AMA, guest iffykan004 raised a painful point:
"Current on-chain AI is essentially an amnesiac."
This sounds harsh, but upon reflection, it's all true.
Traditional blockchain is stateless. It only cares about whether "this transaction is real" and completely disregards "what happened before this transaction."
This leads to the AI Agent being able to only perform "single-game" scenarios on-chain.
It cannot accumulate experience, cannot review, and cannot even be held accountable to you.
Because it forgets who you are in the next second.
Vanar's current approach is to conduct a cognitive rehabilitation treatment.
It doesn't compete with you on speed; it competes on context.
Through native mechanisms, it makes AI's decision-making paths traceable and prevents knowledge loss.
This is not only helping AI, but also helping ourselves. After all, who would dare to entrust assets to a robot that forgets things as soon as it turns around?
Market reaction:
The price of $VANRY is still hovering around $0.008, and there has been no explosive growth after Space.
This is quite normal.
Because "curing" is a long process, unlike taking stimulants (making memes) which produces immediate effects.
The market is still in the "watching the excitement" phase and has not yet realized the importance of "health."
Powerpei's judgment:
Vanar is transforming from a mere "technology provider" into an "ecological dialogue platform."
It is cultivating a group of developers who truly understand "Intelligence Continuity."
These individuals are the seed players in the future AI race.
If AI x Crypto is really to land in 2026, it must be built on a foundation of memory.
In this logic, Vanar is actually betting on a "shift in industry consensus."
This is a long marathon, but the finish line is worth looking forward to.
#vanar $VANRY
"Current on-chain AI is essentially an amnesiac."
This sounds harsh, but upon reflection, it's all true.
Traditional blockchain is stateless. It only cares about whether "this transaction is real" and completely disregards "what happened before this transaction."
This leads to the AI Agent being able to only perform "single-game" scenarios on-chain.
It cannot accumulate experience, cannot review, and cannot even be held accountable to you.
Because it forgets who you are in the next second.
Vanar's current approach is to conduct a cognitive rehabilitation treatment.
It doesn't compete with you on speed; it competes on context.
Through native mechanisms, it makes AI's decision-making paths traceable and prevents knowledge loss.
This is not only helping AI, but also helping ourselves. After all, who would dare to entrust assets to a robot that forgets things as soon as it turns around?
Market reaction:
The price of $VANRY is still hovering around $0.008, and there has been no explosive growth after Space.
This is quite normal.
Because "curing" is a long process, unlike taking stimulants (making memes) which produces immediate effects.
The market is still in the "watching the excitement" phase and has not yet realized the importance of "health."
Powerpei's judgment:
Vanar is transforming from a mere "technology provider" into an "ecological dialogue platform."
It is cultivating a group of developers who truly understand "Intelligence Continuity."
These individuals are the seed players in the future AI race.
If AI x Crypto is really to land in 2026, it must be built on a foundation of memory.
In this logic, Vanar is actually betting on a "shift in industry consensus."
This is a long marathon, but the finish line is worth looking forward to.
#vanar $VANRY
It built a perfect machine, but the world is not ready yet.
A couple of days ago, I went to the bank to handle a cross-border remittance. The teller reviewed my information for half an hour and finally told me, 'System maintenance, come back tomorrow.'
In that moment, I stood in the lobby, looking at the electronic screen displaying the exchange rates above me, and suddenly felt that the entire traditional financial system was like a rusty steam engine.
It's running idle, consuming energy, and charging me a $50 fee.
With this physiological disgust, I went home and opened the on-chain data of @Plasma ; what I saw was another extreme scene.
This is simply a financial superconductor.
Look at the things it recently integrated: NEAR Intents allow for large settlements with one click, CoW Swap helps you block MEV, syrupUSDT and Aave provide an almost frictionless earning environment.
In that moment, I stood in the lobby, looking at the electronic screen displaying the exchange rates above me, and suddenly felt that the entire traditional financial system was like a rusty steam engine.
It's running idle, consuming energy, and charging me a $50 fee.
With this physiological disgust, I went home and opened the on-chain data of @Plasma ; what I saw was another extreme scene.
This is simply a financial superconductor.
Look at the things it recently integrated: NEAR Intents allow for large settlements with one click, CoW Swap helps you block MEV, syrupUSDT and Aave provide an almost frictionless earning environment.
This week, I’ve been watching the price of $XPL , which has been stuck around $0.12
Many friends in the group are complaining: "With so many positive factors in the ecosystem, why isn't the coin price rising?"
Actually, the logic is quite simple: it’s because its internal strength has been honed too harshly, scaring everyone off, but the 'external strength' has yet to be unleashed.
Let me break down the current situation of @Plasma from a different angle.
Its current strategy is extreme internal competition.
On-chain, it has no rivals left. Ethena provides limits, Aave provides the market, and USDT provides liquidity. It has maximized the efficiency of 'funds remaining and appreciating'. Once funds come in, they don't want to leave, as there’s no other place outside that is as smooth and offers such high interest.
This has led to one result: Plasma has become a massive black hole for funds.
But this is only one side of the coin.
The other side is that it attempts to use this extreme internal efficiency to force changes in the external world.
Look at its actions of integrating Rain cards and Holyheld, they are actually very aggressive.
It is betting on a logic: when the cost of funds on-chain is low enough and the turnover is fast enough, real-world merchants will be forced to integrate due to 'greed'.
This is not about begging merchants to use it, but using profit differences to tempt them.
If using Visa for payments incurs a 3% fee, using Plasma incurs 0 wear and can generate interest instantly; any rational merchant will ultimately lean towards the more efficient side.
But this takes time.
The current deadlock lies in the fact that the ammunition on-chain (DeFi depth) is fully stocked, but the targets off-chain (compliant payment scenarios) are still not numerous enough.
This is a tug-of-war between a perfect model and a chaotic reality.
I am optimistic about it, not because it is making a lot of money now, but because it is doing the difficult yet correct thing.
Most L1s are catering to users' gambling tendencies (issuing memes), only Plasma is catering to the nature of capital (pursuing efficiency).
If this forcing logic works by 2026, it will no longer be a public chain; it will be the only wormhole connecting two parallel universes.
At this position, don't rush to look at price fluctuations.
Understanding this logic of 'internal competition forcing external change' will allow you to hold on tight.
#plasma $XPL
Many friends in the group are complaining: "With so many positive factors in the ecosystem, why isn't the coin price rising?"
Actually, the logic is quite simple: it’s because its internal strength has been honed too harshly, scaring everyone off, but the 'external strength' has yet to be unleashed.
Let me break down the current situation of @Plasma from a different angle.
Its current strategy is extreme internal competition.
On-chain, it has no rivals left. Ethena provides limits, Aave provides the market, and USDT provides liquidity. It has maximized the efficiency of 'funds remaining and appreciating'. Once funds come in, they don't want to leave, as there’s no other place outside that is as smooth and offers such high interest.
This has led to one result: Plasma has become a massive black hole for funds.
But this is only one side of the coin.
The other side is that it attempts to use this extreme internal efficiency to force changes in the external world.
Look at its actions of integrating Rain cards and Holyheld, they are actually very aggressive.
It is betting on a logic: when the cost of funds on-chain is low enough and the turnover is fast enough, real-world merchants will be forced to integrate due to 'greed'.
This is not about begging merchants to use it, but using profit differences to tempt them.
If using Visa for payments incurs a 3% fee, using Plasma incurs 0 wear and can generate interest instantly; any rational merchant will ultimately lean towards the more efficient side.
But this takes time.
The current deadlock lies in the fact that the ammunition on-chain (DeFi depth) is fully stocked, but the targets off-chain (compliant payment scenarios) are still not numerous enough.
This is a tug-of-war between a perfect model and a chaotic reality.
I am optimistic about it, not because it is making a lot of money now, but because it is doing the difficult yet correct thing.
Most L1s are catering to users' gambling tendencies (issuing memes), only Plasma is catering to the nature of capital (pursuing efficiency).
If this forcing logic works by 2026, it will no longer be a public chain; it will be the only wormhole connecting two parallel universes.
At this position, don't rush to look at price fluctuations.
Understanding this logic of 'internal competition forcing external change' will allow you to hold on tight.
#plasma $XPL
Today's unlocking calendar is a bit exciting
Two capital flows that are worth keeping an eye on:
1. SUI: 60 million USD in a massive amount (about 43.53 million pieces)
This is the biggest selling pressure today.
Although it only accounts for 1.1% of the circulation, 60 million dollars is not a small number given the depth of this market.
If the price hasn't collapsed, it means institutions are still buying below. This is the best time to test how strong the SUI operators are.
2. SIGN: 17.7% of the circulation (about 11.61 million USD)
This proportion is terrifying.
For small tokens, suddenly having nearly 20% more stock in one day—those who understand, understand.
If you have stock in hand, this may be the last escape window; don't gamble on operators being charitable.
EIGEN and KMNO are also unlocking.
In this fragile market, every unlocking is a sword hanging over your head.
Today, don't make random moves; see clearly who is swimming naked.
Two capital flows that are worth keeping an eye on:
1. SUI: 60 million USD in a massive amount (about 43.53 million pieces)
This is the biggest selling pressure today.
Although it only accounts for 1.1% of the circulation, 60 million dollars is not a small number given the depth of this market.
If the price hasn't collapsed, it means institutions are still buying below. This is the best time to test how strong the SUI operators are.
2. SIGN: 17.7% of the circulation (about 11.61 million USD)
This proportion is terrifying.
For small tokens, suddenly having nearly 20% more stock in one day—those who understand, understand.
If you have stock in hand, this may be the last escape window; don't gamble on operators being charitable.
EIGEN and KMNO are also unlocking.
In this fragile market, every unlocking is a sword hanging over your head.
Today, don't make random moves; see clearly who is swimming naked.
Vanar: In the noisy market, it chooses to be the last one to speak.
In the past, when working in a company, there were always two types of people during meetings.
One type is the fresh graduates who, in order to show off, dominate the conversation and create flashy PPTs.
The other type is the usually inconspicuous old technician who remains silent throughout, but when everyone is arguing, he simply states one sentence that directly points out the system's Achilles' heel.
In the end, everyone listens to that old technician.
Because at critical moments, insight is worth more than the desire to perform.
This is how I feel about watching @Vanarchain now.
Recently, its operations on the posts have been quite interesting.
One type is the fresh graduates who, in order to show off, dominate the conversation and create flashy PPTs.
The other type is the usually inconspicuous old technician who remains silent throughout, but when everyone is arguing, he simply states one sentence that directly points out the system's Achilles' heel.
In the end, everyone listens to that old technician.
Because at critical moments, insight is worth more than the desire to perform.
This is how I feel about watching @Vanarchain now.
Recently, its operations on the posts have been quite interesting.
Vanar's current operational strategy resembles that of a 'top sniper'\n\nNot firing indiscriminately (issuing announcements), not exposing positions (hastily riding trends)\n\nIt only pulls the trigger when the most core discussions in the AI industry arise.\n\nWith a precise reply, it embeds its 'Memory Layer' narrative into the viewpoints of the big players.\n\nThis method of leveraging others' strengths may not show an immediate surge in coin prices in the short term\n\nbut it is subtly seizing the definitional power of AI infrastructure.\n\nIn the crypto world, recognition is the most expensive ticket to entry.\n#vanar $VANRY
It's starting to rise again
For the brothers in the car
Let's talk about what's going on in this background
$memes
For the brothers in the car
Let's talk about what's going on in this background
$memes
The Two Legs of Plasma: Left Foot on the Gas, Right Foot Testing the Edge of the Cliff
Recently, I've been staring at the data around @Plasma and the more I look, the more I feel this project is somewhat schizophrenic.
On one side, the DeFi data is shockingly high, Aave's lending scale is the second largest in the world, and the syrup USDT pool has reached 1.1 billion. What does this indicate? It indicates that it is now a perfect 'on-chain parking lot', where funds come in and do not want to leave, all just earning interest.
But on the other side, it is crazily pushing money out.
Connecting with NEAR Intents for large-scale settlements, handling ConfirmoPay's monthly merchant flow of 80 million, and issuing Rain cards. This is clearly an attempt to push money out, transforming it into a circulating currency for daily payments.
On one side, the DeFi data is shockingly high, Aave's lending scale is the second largest in the world, and the syrup USDT pool has reached 1.1 billion. What does this indicate? It indicates that it is now a perfect 'on-chain parking lot', where funds come in and do not want to leave, all just earning interest.
But on the other side, it is crazily pushing money out.
Connecting with NEAR Intents for large-scale settlements, handling ConfirmoPay's monthly merchant flow of 80 million, and issuing Rain cards. This is clearly an attempt to push money out, transforming it into a circulating currency for daily payments.
Plasma now looks like a schizophrenic giant
The left hand is doing Aave, crazily sucking in assets to engage in DeFi; the right hand is doing Stripe, crazily subsidizing to engage in payments
Many people don't understand and think this is a case of internal conflict
But I think this is the highest form of "funding closed loop"
Using DeFi's high returns to suck in global dollars; then using the interest from this money to subsidize the payment Gas and friction
As long as this flywheel starts turning, it is no longer a public chain
It is a "currency issuance bureau" with self-generating capabilities
#plasma $XPL
The left hand is doing Aave, crazily sucking in assets to engage in DeFi; the right hand is doing Stripe, crazily subsidizing to engage in payments
Many people don't understand and think this is a case of internal conflict
But I think this is the highest form of "funding closed loop"
Using DeFi's high returns to suck in global dollars; then using the interest from this money to subsidize the payment Gas and friction
As long as this flywheel starts turning, it is no longer a public chain
It is a "currency issuance bureau" with self-generating capabilities
#plasma $XPL
kgen deserves to be valued
Grace-blue bird
·
--
KGeN: It's not about emotions, it's about cash flow. This Web3 project earns 80 million dollars a year
After being in the Web3 circle for a long time, you gradually become aware of a somewhat harsh reality:
The stories are getting grander, but the actual income that can be secured is getting less and less.
AI, the metaverse, on-chain identity, decentralized social... there are almost new projects discussing these narratives every day. They all sound very advanced, but if you continue to ask one more question—where does the money come from, most projects will quickly revert to that old path: issuing tokens, creating hype, courting liquidity, and leaving the rest to market luck.
It is precisely because of this that more and more people are starting to become impatient.
The stories are getting grander, but the actual income that can be secured is getting less and less.
AI, the metaverse, on-chain identity, decentralized social... there are almost new projects discussing these narratives every day. They all sound very advanced, but if you continue to ask one more question—where does the money come from, most projects will quickly revert to that old path: issuing tokens, creating hype, courting liquidity, and leaving the rest to market luck.
It is precisely because of this that more and more people are starting to become impatient.
This is a bit powerful
In the afternoon, I didn't understand and didn't dare to get in the car
Now I dare even less to get on
$memes
In the afternoon, I didn't understand and didn't dare to get in the car
Now I dare even less to get on
$memes
The new Alpha
I don't really understand
Is there a teacher who can give me some useful information? I'll take a look at $memes
I don't really understand
Is there a teacher who can give me some useful information? I'll take a look at $memes
What does a public chain want to achieve when it no longer boasts about itself?
Recently, while watching posts from @Vanarchain , I discovered a counterintuitive silence.
In the past, project teams would release hundreds of announcements a day, boasting about how fast their TPS was and how impressive their partnerships were.
But Vanar has changed recently. It is no longer eager to launch new features, but instead has begun to widely share in-depth insights from independent builders and researchers.
This strategy of 'speaking through others' reminds me of a harsh reality:
In the bubble-filled field of AI + Crypto, self-produced content has been labeled as 'Shill'. Only genuine external voices are the true source of information.
In the past, project teams would release hundreds of announcements a day, boasting about how fast their TPS was and how impressive their partnerships were.
But Vanar has changed recently. It is no longer eager to launch new features, but instead has begun to widely share in-depth insights from independent builders and researchers.
This strategy of 'speaking through others' reminds me of a harsh reality:
In the bubble-filled field of AI + Crypto, self-produced content has been labeled as 'Shill'. Only genuine external voices are the true source of information.
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