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Jula茹大大

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So hard, it's been half a month, and I finally got an airdrop $WARD ! 26U big fur! Sending everyone a red envelope, good night💤, it really is a wonderful day!
So hard, it's been half a month, and I finally got an airdrop $WARD ! 26U big fur! Sending everyone a red envelope, good night💤, it really is a wonderful day!
2026 Energy and Computing Power Involution - Vanar's 'Light Asset' AI RevolutionThe 'oil ban' of the silicon age: When the global computing power cost doubles, is Vanar using the AI stack to 'steal towers'? In early 2026, if you pay attention to financial news, you will notice a terrifying trend: the electricity consumption of global data centers has officially exceeded the total of medium-developed countries. The premium on Nvidia chips is no longer news; the news is that due to the monopoly of power and computing resources by giants, the research and development costs for small and medium-sized AI companies have doubled again based on 2025. This is actually an extremely dangerous signal: AI is becoming increasingly 'heavy', heavy enough that ordinary developers can't afford it.

2026 Energy and Computing Power Involution - Vanar's 'Light Asset' AI Revolution

The 'oil ban' of the silicon age: When the global computing power cost doubles, is Vanar using the AI stack to 'steal towers'?
In early 2026, if you pay attention to financial news, you will notice a terrifying trend: the electricity consumption of global data centers has officially exceeded the total of medium-developed countries. The premium on Nvidia chips is no longer news; the news is that due to the monopoly of power and computing resources by giants, the research and development costs for small and medium-sized AI companies have doubled again based on 2025.
This is actually an extremely dangerous signal: AI is becoming increasingly 'heavy', heavy enough that ordinary developers can't afford it.
February 9th, watching the screen full of red lights, many people's confidence in $VANRY is wavering. But I suggest you calmly look at the turnover data from early 2026. Although the price is struggling around $0.006, the number of wallet addresses for $VANRY actually increased by 4.2% this week. This indicates that retail investors are exiting, while "smart money" is picking up the bargains. Technical support: $0.0055 is the "Maginot Line" for bulls since the end of last year, as long as it doesn't drop significantly below this level, the bottom structure here is very solid. Fundamental backing: The token buyback and burn plan for Q1 2026 is about to be disclosed, which will be the first "midterm exam" after the subscription system is implemented. My view: Don't be scared by the short-term K-line patterns. $VANRY is currently following the typical "infrastructure first, price later" logic. In 2026, a year where this AI bubble will clear, projects with a solid tech stack (Vanar Stack) are most likely to lead the rebound. #vanar @Vanar
February 9th, watching the screen full of red lights, many people's confidence in $VANRY is wavering. But I suggest you calmly look at the turnover data from early 2026.

Although the price is struggling around $0.006, the number of wallet addresses for $VANRY actually increased by 4.2% this week. This indicates that retail investors are exiting, while "smart money" is picking up the bargains.

Technical support: $0.0055 is the "Maginot Line" for bulls since the end of last year, as long as it doesn't drop significantly below this level, the bottom structure here is very solid.

Fundamental backing: The token buyback and burn plan for Q1 2026 is about to be disclosed, which will be the first "midterm exam" after the subscription system is implemented.

My view: Don't be scared by the short-term K-line patterns. $VANRY is currently following the typical "infrastructure first, price later" logic. In 2026, a year where this AI bubble will clear, projects with a solid tech stack (Vanar Stack) are most likely to lead the rebound. #vanar @Vanarchain
Kris Marszalek spent $500 million to acquire AI.com, but I am more concerned about who can support the 'paychecks' of these AI entities?Everyone has been buzzing about the Crypto.com founder's 'Super Bowl gamble' these past few days. The top-level domain AI.com paired with the vision of AI Agent (intelligent agent) is indeed appealing. Imagine your AI agent helping you grab limited-edition digital sneakers in the background, automatically paying utility bills, or even accurately capturing an arbitrage opportunity and completing a transaction at 3 AM. But as someone who has been immersed in fundamental research for years, the first question that pops into my mind is not 'how smart is this thing,' but: On which chain will these thousands of micro, high-frequency operations ultimately settle?

Kris Marszalek spent $500 million to acquire AI.com, but I am more concerned about who can support the 'paychecks' of these AI entities?

Everyone has been buzzing about the Crypto.com founder's 'Super Bowl gamble' these past few days. The top-level domain AI.com paired with the vision of AI Agent (intelligent agent) is indeed appealing. Imagine your AI agent helping you grab limited-edition digital sneakers in the background, automatically paying utility bills, or even accurately capturing an arbitrage opportunity and completing a transaction at 3 AM.
But as someone who has been immersed in fundamental research for years, the first question that pops into my mind is not 'how smart is this thing,' but: On which chain will these thousands of micro, high-frequency operations ultimately settle?
If you look at the daily chart of XPL now, you might feel like "Is this project dead?" It has fallen more than 50% from its peak, and the chips seem to be scattered everywhere. But if you combine the timeline of the February Super Bowl advertisement and the landing of the AI.com domain name, this is a typical "deep wash before the good news". Let's talk about the essentials: Currently, XPL is in a very delicate "oversold range". The RSI indicator is hovering around 30, while the trading volume is decreasing, indicating that the selling pressure has been exhausted. The more core logic is: Kris Marszalek's marketing strategy has always been "big and bold". After the appearance of AI.com, the enthusiasm for this AI Agent will definitely transmit to the underlying payment protocol. Plasma, as the most mature solution on the market, and already handling real cross-border payments (TVL over 7 billion), is an unavoidable target for AI financialization. Don't chase the hype. If it can stabilize around $0.08 now, it would be an excellent defensive position. Keep an eye on the Staking policy before the large unlock in July; the official will definitely come up with big moves to hedge against the selling pressure. The current quietness may just be to make way for the upcoming explosion. @Plasma #plasma $XPL
If you look at the daily chart of XPL now, you might feel like "Is this project dead?" It has fallen more than 50% from its peak, and the chips seem to be scattered everywhere. But if you combine the timeline of the February Super Bowl advertisement and the landing of the AI.com domain name, this is a typical "deep wash before the good news".

Let's talk about the essentials: Currently, XPL is in a very delicate "oversold range". The RSI indicator is hovering around 30, while the trading volume is decreasing, indicating that the selling pressure has been exhausted.

The more core logic is: Kris Marszalek's marketing strategy has always been "big and bold". After the appearance of AI.com, the enthusiasm for this AI Agent will definitely transmit to the underlying payment protocol. Plasma, as the most mature solution on the market, and already handling real cross-border payments (TVL over 7 billion), is an unavoidable target for AI financialization.

Don't chase the hype. If it can stabilize around $0.08 now, it would be an excellent defensive position. Keep an eye on the Staking policy before the large unlock in July; the official will definitely come up with big moves to hedge against the selling pressure. The current quietness may just be to make way for the upcoming explosion. @Plasma #plasma $XPL
Crypto.com founder Kris Marszalek just spent 70 million USD to buy AI.com, and he even secured a Super Bowl golden advertisement slot. This wave of 'cash capability' has indeed raised expectations for the AI Agent. What he wants is the kind of 'digital labor force' that can send messages for you, manage schedules, and even automatically execute trades. This vision of 'AI-operated actions' sounds very cool, but the most challenging part is actually the underlying settlement efficiency and privacy security. Just think about it, if your AI Agent is helping you execute a high-frequency cross-border small transaction, and the mainnet gets congested, the transaction fees are higher than the transaction amount, or the data is exposed on-chain, then this Agent is basically useless. At that point, we will have to look at Plasma's kind of 'old veteran new technology' for dimensionality reduction attacks. The core logic of Plasma now is 'off-chain high-frequency execution, on-chain ZK settlement'. It perfectly meets the zero-fee and second-level confirmation needs of the AI Agent. When AI.com helps humans handle real tasks on the front end, the underlying Plasma scaling protocol acts like an invisible 'high-speed conveyor belt', ensuring that every automatic deduction and every asset transfer by the Agent is both secure and does not incur expensive Gas fees through zero-knowledge proofs (ZK). One could say that Kris has bought a traffic entrance, while Plasma provides the hardcore foundation that supports these AI intelligences to run. Without such a high-performance asynchronous scaling solution, even the smartest AI agents can only be 'talking big'. #plasma $XPL @Plasma {spot}(XPLUSDT)
Crypto.com founder Kris Marszalek just spent 70 million USD to buy AI.com, and he even secured a Super Bowl golden advertisement slot. This wave of 'cash capability' has indeed raised expectations for the AI Agent. What he wants is the kind of 'digital labor force' that can send messages for you, manage schedules, and even automatically execute trades.

This vision of 'AI-operated actions' sounds very cool, but the most challenging part is actually the underlying settlement efficiency and privacy security.
Just think about it, if your AI Agent is helping you execute a high-frequency cross-border small transaction, and the mainnet gets congested, the transaction fees are higher than the transaction amount, or the data is exposed on-chain, then this Agent is basically useless. At that point, we will have to look at Plasma's kind of 'old veteran new technology' for dimensionality reduction attacks.

The core logic of Plasma now is 'off-chain high-frequency execution, on-chain ZK settlement'. It perfectly meets the zero-fee and second-level confirmation needs of the AI Agent. When AI.com helps humans handle real tasks on the front end, the underlying Plasma scaling protocol acts like an invisible 'high-speed conveyor belt', ensuring that every automatic deduction and every asset transfer by the Agent is both secure and does not incur expensive Gas fees through zero-knowledge proofs (ZK).

One could say that Kris has bought a traffic entrance, while Plasma provides the hardcore foundation that supports these AI intelligences to run. Without such a high-performance asynchronous scaling solution, even the smartest AI agents can only be 'talking big'. #plasma $XPL @Plasma
Crossing Borders with 'Zero Friction': When 7 Billion People Start Sending Red Envelopes with Digital EurosRecently, the global financial community was abuzz with a significant announcement from the European Central Bank: the Digital Euro has officially completed all technical preparations and will fully commence legislation and small-scale pilot programs in 2026. This is not just a matter for Europeans. As Visa and Mastercard have announced their full integration of 'Agentic Commerce' in 2026, a concerning trend is becoming a reality: future cross-border payments may not require 'banks' as intermediaries at all. Everyone is discussing the compliance of CBDCs (central bank digital currencies) and stablecoins, but as an investor, you need to see the other side of the coin—the battle for infrastructure. As global trade enters the era of second-level settlement, existing systems like the Ethereum mainnet or traditional Swift cannot handle the pressure of high-frequency, low-value transactions. This is why projects like Plasma (XPL), which focus on 'payment-native intent', suddenly became highly sought after by major capital in 2026.

Crossing Borders with 'Zero Friction': When 7 Billion People Start Sending Red Envelopes with Digital Euros

Recently, the global financial community was abuzz with a significant announcement from the European Central Bank: the Digital Euro has officially completed all technical preparations and will fully commence legislation and small-scale pilot programs in 2026. This is not just a matter for Europeans. As Visa and Mastercard have announced their full integration of 'Agentic Commerce' in 2026, a concerning trend is becoming a reality: future cross-border payments may not require 'banks' as intermediaries at all.
Everyone is discussing the compliance of CBDCs (central bank digital currencies) and stablecoins, but as an investor, you need to see the other side of the coin—the battle for infrastructure. As global trade enters the era of second-level settlement, existing systems like the Ethereum mainnet or traditional Swift cannot handle the pressure of high-frequency, low-value transactions. This is why projects like Plasma (XPL), which focus on 'payment-native intent', suddenly became highly sought after by major capital in 2026.
In early 2026, the global stablecoin market entered a pattern of "ice and fire": the United States accelerated its incorporation into the digital extension of dollar hegemony through the "GENIUS Act," while China upgraded its regulation to strictly prevent asset tokenization (RWA) from becoming a new channel for capital outflow. In this context of regulatory polarization and funds seeking "compliance and intelligence" exports, there is a project worth discussing, which is @Vanar 🤖 From "Game Chain" to "The Brain of Web3" Many people's impression of Vanar is still stuck in the metaverse or gaming, but entering 2026, it has completely transformed into an AI-native Layer 1. Faced with two completely different regulatory logics from China and the U.S., Vanar has taken a very clever path: using AI to resolve the contradiction between compliance and liquidity. 💡 Why can it catch this wave of trends? Countering "black box" regulation: When China strictly investigates the sources of RWA assets and the U.S. demands 100% reserve transparency, Vanar's Neutron has come into play. It can compress complex audit reports and legal documents into "seeds" stored on-chain at a ratio of 500:1. This means that assets are no longer cold tokens but intelligent assets with built-in "identification" and "compliance memory." On-chain reasoning of the Kayon engine: The Kayon reasoning layer, just launched in 2026, gives smart contracts logical capabilities. When the "GENIUS Act" prohibits stablecoins from paying interest, AI agents on Vanar can automatically search for legal PayFi earning opportunities on-chain according to compliance frameworks. It acts like a compliance officer and actuary on standby 24 hours a day. 📈 "Cold Thinking" from an Investment Perspective $VANRY The current logic is very rigid: it no longer relies on storytelling but on a subscription model. Starting from Q1 this year, all institutions wishing to access Neutron storage or Kayon reasoning features must consume $VANRY. In the tightening gap of global regulation, what the market lacks most is not a faster chain but a chain that understands compliance logic better. Vanar's "thinking architecture" is perfectly positioned at the intersection of the RWA explosion and compliant payments in 2026. The current price is still oscillating and building a bottom. For friends who are optimistic about the long-term landing of the AI+RWA track, it's really worth digging into its technical documentation. #vanar @Vanar $VANRY {future}(VANRYUSDT)
In early 2026, the global stablecoin market entered a pattern of "ice and fire": the United States accelerated its incorporation into the digital extension of dollar hegemony through the "GENIUS Act," while China upgraded its regulation to strictly prevent asset tokenization (RWA) from becoming a new channel for capital outflow.

In this context of regulatory polarization and funds seeking "compliance and intelligence" exports, there is a project worth discussing, which is @Vanarchain

🤖 From "Game Chain" to "The Brain of Web3"
Many people's impression of Vanar is still stuck in the metaverse or gaming, but entering 2026, it has completely transformed into an AI-native Layer 1. Faced with two completely different regulatory logics from China and the U.S., Vanar has taken a very clever path: using AI to resolve the contradiction between compliance and liquidity.

💡 Why can it catch this wave of trends?
Countering "black box" regulation: When China strictly investigates the sources of RWA assets and the U.S. demands 100% reserve transparency, Vanar's Neutron has come into play. It can compress complex audit reports and legal documents into "seeds" stored on-chain at a ratio of 500:1. This means that assets are no longer cold tokens but intelligent assets with built-in "identification" and "compliance memory."

On-chain reasoning of the Kayon engine: The Kayon reasoning layer, just launched in 2026, gives smart contracts logical capabilities. When the "GENIUS Act" prohibits stablecoins from paying interest, AI agents on Vanar can automatically search for legal PayFi earning opportunities on-chain according to compliance frameworks. It acts like a compliance officer and actuary on standby 24 hours a day.

📈 "Cold Thinking" from an Investment Perspective
$VANRY The current logic is very rigid: it no longer relies on storytelling but on a subscription model. Starting from Q1 this year, all institutions wishing to access Neutron storage or Kayon reasoning features must consume $VANRY.

In the tightening gap of global regulation, what the market lacks most is not a faster chain but a chain that understands compliance logic better. Vanar's "thinking architecture" is perfectly positioned at the intersection of the RWA explosion and compliant payments in 2026. The current price is still oscillating and building a bottom. For friends who are optimistic about the long-term landing of the AI+RWA track, it's really worth digging into its technical documentation. #vanar @Vanarchain $VANRY
⚡️ 2026 Computing Power Sovereignty Struggle: Under the Crisis of Nvidia's 'Supply Cut,' Who is Secretly Building the 'Great Wall of Computing Power' on the Blockchain?In early 2026, the most suffocating moment in the global tech circle was undoubtedly the full explosion of 'computing power sovereignty.' With the sprint towards a 12 trillion-level domestic AI core industry scale and the tightening of overseas exports of top computing power chips, computing power has officially replaced oil, becoming the hardest global hard currency in 2026. The current situation is very clear: on one side, large companies are frantically hoarding chips, while on the other side, small and medium-sized AI enterprises are struggling to survive in the cracks of the computing power ban. As expensive computing power becomes a monopoly of a few giants, the opportunity for Web3 emerges instead.

⚡️ 2026 Computing Power Sovereignty Struggle: Under the Crisis of Nvidia's 'Supply Cut,' Who is Secretly Building the 'Great Wall of Computing Power' on the Blockchain?

In early 2026, the most suffocating moment in the global tech circle was undoubtedly the full explosion of 'computing power sovereignty.' With the sprint towards a 12 trillion-level domestic AI core industry scale and the tightening of overseas exports of top computing power chips, computing power has officially replaced oil, becoming the hardest global hard currency in 2026.
The current situation is very clear: on one side, large companies are frantically hoarding chips, while on the other side, small and medium-sized AI enterprises are struggling to survive in the cracks of the computing power ban. As expensive computing power becomes a monopoly of a few giants, the opportunity for Web3 emerges instead.
From the '44 Billion Mistake' to See the Vulnerability of Web3: Why in 2026 I Only Want to Collect Rent at 'Plasma'?Brothers, today the cryptocurrency market directly staged a 'Midnight Horror'. The South Korean exchange Bithumb made an operational error and mistakenly issued Bitcoin worth $44 billion as a 'reward'. Although the official response halted it within 35 minutes, that sudden plunge of 17% allowed more than 500,000 people to experience what it means for their accounts to hit zero. How many mainstream assets have had their shameful cover pulled away by this farce? People often say BTC is a safe haven and that large exchanges are secure, but in the face of a black swan, they are as fragile as paper. While everyone was panicking and queuing to pay a few hundred dollars in Gas fees to escape, I instead stood firm on Plasma.

From the '44 Billion Mistake' to See the Vulnerability of Web3: Why in 2026 I Only Want to Collect Rent at 'Plasma'?

Brothers, today the cryptocurrency market directly staged a 'Midnight Horror'. The South Korean exchange Bithumb made an operational error and mistakenly issued Bitcoin worth $44 billion as a 'reward'. Although the official response halted it within 35 minutes, that sudden plunge of 17% allowed more than 500,000 people to experience what it means for their accounts to hit zero.
How many mainstream assets have had their shameful cover pulled away by this farce? People often say BTC is a safe haven and that large exchanges are secure, but in the face of a black swan, they are as fragile as paper. While everyone was panicking and queuing to pay a few hundred dollars in Gas fees to escape, I instead stood firm on Plasma.
Today Bithumb's "44 billion USD airdrop" blunder simply left me dumbfounded! Although 99.7% was recovered, that moment's 17% drop directly tested the bottom of the liquidity across the entire network. Did everyone notice? When panic strikes, all the balances on the books are just virtual; the real skill is being able to withdraw to a safe zone in 'seconds'. This is why I've been keeping an eye on $XPL (Plasma). When traditional public chains are caught up in bank runs and soaring Gas fees, Plasma's 0 Gas mechanism and the settlement engine linked with NEAR Intents are simply a "digital escape route". It has doubled the settlement efficiency of USDT0, meaning that no matter how chaotic the environment gets, your asset circulation efficiency is always a step ahead. Last September, when it was mocked for its 'low score', I mentioned that the project's focus on bottom-level liquidation is precisely to cope with these 'extreme black swan' moments. Don't wait until the next exchange has another blunder to regret not withdrawing; those who understand Plasma have already been waiting for you at the finish line. #plasma $XPL {spot}(XPLUSDT)
Today Bithumb's "44 billion USD airdrop" blunder simply left me dumbfounded! Although 99.7% was recovered, that moment's 17% drop directly tested the bottom of the liquidity across the entire network. Did everyone notice? When panic strikes, all the balances on the books are just virtual; the real skill is being able to withdraw to a safe zone in 'seconds'.

This is why I've been keeping an eye on $XPL (Plasma). When traditional public chains are caught up in bank runs and soaring Gas fees, Plasma's 0 Gas mechanism and the settlement engine linked with NEAR Intents are simply a "digital escape route".

It has doubled the settlement efficiency of USDT0, meaning that no matter how chaotic the environment gets, your asset circulation efficiency is always a step ahead. Last September, when it was mocked for its 'low score', I mentioned that the project's focus on bottom-level liquidation is precisely to cope with these 'extreme black swan' moments. Don't wait until the next exchange has another blunder to regret not withdrawing; those who understand Plasma have already been waiting for you at the finish line.
#plasma $XPL
In the past two days, BTC broke below 74,000 and even pierced through MSTR's cost line, leading to a liquidation of 2.5 billion across the network. This bloodbath stripped away the facade of countless air projects: the 'faith' that solely relies on leverage is extremely fragile in the face of a liquidity winter. But I have my eyes on Vanar ($VANRY). It doesn't play with financial leverage; it plays with 'technology taxation'. When the market deflates, Vanar launched its AI subscription model. Regardless of market conditions, companies utilizing its Kayon auditing engine and data memory function must consume $VANRY. This 'inelastic buying demand', backed by Google Cloud nodes and generated by real business, is harder than any faith. In other words: While others are betting on ups and downs, Vanar is collecting monthly rent. In the oversold zone around $0.006, this kind of hard asset that can 'generate its own blood' is truly the seed player that can climb out of the deep pit. #vanar @Vanar $VANRY {future}(VANRYUSDT)
In the past two days, BTC broke below 74,000 and even pierced through MSTR's cost line, leading to a liquidation of 2.5 billion across the network. This bloodbath stripped away the facade of countless air projects: the 'faith' that solely relies on leverage is extremely fragile in the face of a liquidity winter.

But I have my eyes on Vanar ($VANRY). It doesn't play with financial leverage; it plays with 'technology taxation'.

When the market deflates, Vanar launched its AI subscription model. Regardless of market conditions, companies utilizing its Kayon auditing engine and data memory function must consume $VANRY. This 'inelastic buying demand', backed by Google Cloud nodes and generated by real business, is harder than any faith.

In other words: While others are betting on ups and downs, Vanar is collecting monthly rent. In the oversold zone around $0.006, this kind of hard asset that can 'generate its own blood' is truly the seed player that can climb out of the deep pit. #vanar @Vanarchain $VANRY
The Cold Reflection Behind the 2.6 Billion Liquidation: When the Compliance 'Tightening Spell' of RWA Falls, Who is the Real Safe Haven?To be honest, the financial news these past few days has made my palms sweat. On one side is BTC's 'bloody rebound' after a liquidation of 2.6 billion, and on the other is the newly released 'Yinfa [2026] No. 42 document.' Eight departments have joined forces to draw a red line for virtual currencies and RWA (Real World Asset tokenization), clearly defining the strong constraints on domestic assets going abroad. Many people believe this is a negative signal, and some even think the path of AI + RWA is blocked. However, after looking around, I feel that this has become the moment of glory for Vanar ($VANRY), a 'perfectionist project.' Why do I feel more optimistic about Vanar as the market oscillates and regulations tighten? Let's avoid the superficial ups and downs and discuss two extremely solid underlying logics.

The Cold Reflection Behind the 2.6 Billion Liquidation: When the Compliance 'Tightening Spell' of RWA Falls, Who is the Real Safe Haven?

To be honest, the financial news these past few days has made my palms sweat.
On one side is BTC's 'bloody rebound' after a liquidation of 2.6 billion, and on the other is the newly released 'Yinfa [2026] No. 42 document.' Eight departments have joined forces to draw a red line for virtual currencies and RWA (Real World Asset tokenization), clearly defining the strong constraints on domestic assets going abroad. Many people believe this is a negative signal, and some even think the path of AI + RWA is blocked.
However, after looking around, I feel that this has become the moment of glory for Vanar ($VANRY), a 'perfectionist project.'
Why do I feel more optimistic about Vanar as the market oscillates and regulations tighten? Let's avoid the superficial ups and downs and discuss two extremely solid underlying logics.
BTC plummeted rapidly to the $60,000 mark in the morning, with 580,000 people liquidated within 24 hours. Even the largest whale, MSTR (MicroStrategy), saw its holding cost price drop below $76,052, resulting in a devastating paper loss. Many believe that the bull market for AI + Web3 is over, but I believe that this is precisely the time for Vanar, this outlier, to 'flex its muscles'. While the market is killing leverage, Saylor must continuously issue bonds to buy in order to stabilize 'faith', Vanar is running on a completely different 'productivity logic'. It does not rely on 'buying' to support the market; it relies on 'utilization' to generate revenue. Currently, Vanar is fully promoting its myNeutron (memory mechanism) and Kayon (audit engine) towards a subscription model. This means that no matter how low BTC drops, as long as on-chain AI needs to store memories, and as long as RWA projects require financial audits, they will have to buy in real money to pay rent for $VANRY . This is the difference: MSTR relies on 'financial leverage', while $VANRY relies on 'technology taxation'. In a state of extreme fear in the market, funds instinctively flow from 'pure speculative assets' to this kind of hard infrastructure supported by subscription-based buyback and burn mechanisms. Don't cry in the ruins; focus on those projects that can still generate money on their own despite the downturn. #vanar @Vanar
BTC plummeted rapidly to the $60,000 mark in the morning, with 580,000 people liquidated within 24 hours. Even the largest whale, MSTR (MicroStrategy), saw its holding cost price drop below $76,052, resulting in a devastating paper loss. Many believe that the bull market for AI + Web3 is over, but I believe that this is precisely the time for Vanar, this outlier, to 'flex its muscles'.

While the market is killing leverage, Saylor must continuously issue bonds to buy in order to stabilize 'faith', Vanar is running on a completely different 'productivity logic'.

It does not rely on 'buying' to support the market; it relies on 'utilization' to generate revenue. Currently, Vanar is fully promoting its myNeutron (memory mechanism) and Kayon (audit engine) towards a subscription model. This means that no matter how low BTC drops, as long as on-chain AI needs to store memories, and as long as RWA projects require financial audits, they will have to buy in real money to pay rent for $VANRY .

This is the difference: MSTR relies on 'financial leverage', while $VANRY relies on 'technology taxation'. In a state of extreme fear in the market, funds instinctively flow from 'pure speculative assets' to this kind of hard infrastructure supported by subscription-based buyback and burn mechanisms. Don't cry in the ruins; focus on those projects that can still generate money on their own despite the downturn. #vanar @Vanarchain
BTC has halved from its peak, is MSTR caught in a 'death spiral'? When the bubble bursts, go buy those AI infrastructures that 'collect monthly rent'!To be honest, when I saw BTC drop below 61,000 in the early morning, my first reaction wasn't panic, but rather I thought of Saylor's 'perpetual motion machine' model. The latest financial report shows that MSTR suffered a loss of 12.4 billion dollars in the fourth quarter of last year. Now it holds 713,000 bitcoins, with an average cost of 76,000 dollars, which means it is in serious paper losses. Many people joke that he is the 'strongest bag holder,' but I see one thing clearly: narratives supported by financial leverage are extremely fragile in the face of a liquidity winter. Rather than staring at when the giant whale will close its position, it's better to reflect on a question: If Web3 really enters a defensive phase, what kind of projects can survive?

BTC has halved from its peak, is MSTR caught in a 'death spiral'? When the bubble bursts, go buy those AI infrastructures that 'collect monthly rent'!

To be honest, when I saw BTC drop below 61,000 in the early morning, my first reaction wasn't panic, but rather I thought of Saylor's 'perpetual motion machine' model.
The latest financial report shows that MSTR suffered a loss of 12.4 billion dollars in the fourth quarter of last year. Now it holds 713,000 bitcoins, with an average cost of 76,000 dollars, which means it is in serious paper losses. Many people joke that he is the 'strongest bag holder,' but I see one thing clearly: narratives supported by financial leverage are extremely fragile in the face of a liquidity winter.
Rather than staring at when the giant whale will close its position, it's better to reflect on a question: If Web3 really enters a defensive phase, what kind of projects can survive?
Family, are you shocked by today's market? Gold performed a direct "high-altitude dive", and BTC broke through the 70,000 mark. What everyone originally thought was a "safe haven" has turned into a "harvester". The logic has actually changed; under the heavy pressure of a hawkish Federal Reserve, what assets are is not important; what matters is whether assets can be quickly and safely withdrawn. This is also why I am optimistic about $XPL (Plasma). While everyone is still tangled in minor price fluctuations, Plasma has quietly doubled the settlement efficiency of USDT0. Recently, after integrating NEAR Intents, it has directly connected to 25 public chains. In simple terms, when the overall environment is turbulent, and others are stuck in traditional public chains paying high Gas fees waiting to retreat, you enjoy 0 Gas and instant arrival on Plasma. The certainty of this "emergency escape route" is the toughest moat in chaotic times. When it was airdropped last September, everyone said its distribution was low. Looking back now, projects that are deeply rooted in underlying settlement and do not engage in empty activities are the ones that truly have a vision. #plasma $XPL {spot}(XPLUSDT)
Family, are you shocked by today's market? Gold performed a direct "high-altitude dive", and BTC broke through the 70,000 mark. What everyone originally thought was a "safe haven" has turned into a "harvester". The logic has actually changed; under the heavy pressure of a hawkish Federal Reserve, what assets are is not important; what matters is whether assets can be quickly and safely withdrawn.

This is also why I am optimistic about $XPL (Plasma). While everyone is still tangled in minor price fluctuations, Plasma has quietly doubled the settlement efficiency of USDT0. Recently, after integrating NEAR Intents, it has directly connected to 25 public chains.

In simple terms, when the overall environment is turbulent, and others are stuck in traditional public chains paying high Gas fees waiting to retreat, you enjoy 0 Gas and instant arrival on Plasma. The certainty of this "emergency escape route" is the toughest moat in chaotic times. When it was airdropped last September, everyone said its distribution was low. Looking back now, projects that are deeply rooted in underlying settlement and do not engage in empty activities are the ones that truly have a vision.
#plasma $XPL
Gold plummets, Vanke collapses, BTC fluctuates... In the safe haven winter of 2026, I discovered a digital toll station that can 'guarantee returns in both drought and flood.'2026 is truly a catastrophic start! It's like 'Ridiculous Mom opening the door to Ridiculous—ridiculous to the house.' Early this morning, gold saw its largest drop in 40 years, Vanke lost 200 million in a single day, and even the leaders of the Indonesian exchange are leading the way in 'running away with their buckets.' Has everyone noticed? Whether it's gold and silver coins or real estate, even certain mainstream cryptocurrencies have become vulnerable in the face of heavy policy blows. Everyone is wailing: 'Where's the safe haven that was promised?' Seeing through these farces, I instead recalled the 'joke' that was ridiculed across the internet last September. Why do I feel that $XPL is a safe haven even more when the overall environment is chaotic?

Gold plummets, Vanke collapses, BTC fluctuates... In the safe haven winter of 2026, I discovered a digital toll station that can 'guarantee returns in both drought and flood.'

2026 is truly a catastrophic start! It's like 'Ridiculous Mom opening the door to Ridiculous—ridiculous to the house.'
Early this morning, gold saw its largest drop in 40 years, Vanke lost 200 million in a single day, and even the leaders of the Indonesian exchange are leading the way in 'running away with their buckets.' Has everyone noticed? Whether it's gold and silver coins or real estate, even certain mainstream cryptocurrencies have become vulnerable in the face of heavy policy blows. Everyone is wailing: 'Where's the safe haven that was promised?'
Seeing through these farces, I instead recalled the 'joke' that was ridiculed across the internet last September.
Why do I feel that $XPL is a safe haven even more when the overall environment is chaotic?
Has BTC's roller coaster ride stabilized? Don't just stare at the traffic lights; see where the real safe haven is!Wow! Is this market for real?! Not long ago, everyone was fantasizing about BTC hitting 100,000 USD, but then the new Fed chair, Waller, gave a 'hawkish' glance, and gold and silver performed a 'high dive', while BTC even broke below 80,000, like a kite with a broken string! Just the day before yesterday, people were flaunting their profits in the circle, and yesterday they all started going missing. This is not investing; it's simply an 'asset cleansing'. Vanke lost 200 million in one day, and the leader of the Indonesian exchange fled with a bucket... The facts prove: in the face of heavy policy and liquidity exhaustion, what you think of as 'safe-haven assets' might only be protecting the money in your pocket!

Has BTC's roller coaster ride stabilized? Don't just stare at the traffic lights; see where the real safe haven is!

Wow! Is this market for real?! Not long ago, everyone was fantasizing about BTC hitting 100,000 USD, but then the new Fed chair, Waller, gave a 'hawkish' glance, and gold and silver performed a 'high dive', while BTC even broke below 80,000, like a kite with a broken string! Just the day before yesterday, people were flaunting their profits in the circle, and yesterday they all started going missing. This is not investing; it's simply an 'asset cleansing'. Vanke lost 200 million in one day, and the leader of the Indonesian exchange fled with a bucket... The facts prove: in the face of heavy policy and liquidity exhaustion, what you think of as 'safe-haven assets' might only be protecting the money in your pocket!
Inventory of the six epic collapses in silver history: Silver has always been known for its high volatility, and several crashes in its history have not only resulted in price depreciation but also a reshuffling of wealth. Below are the key dark moments in silver history: 1873: The collapse of the attribute led to the repeal of the U.S. Coinage Act, stripping silver of its monetary status, and officially transforming silver from 'currency' to 'commodity', initiating a decades-long decline in value. 1980: Silver Thursday, the most disastrous collapse in history. The Hunt brothers' manipulation of silver failed, resulting in forced liquidation. The silver price plummeted from $50.35 to $10.8, a decline of 78%, directly triggering a bear market that lasted for the next 20 years. 2011: In May, silver prices once again attempted to break through $50 but failed, plummeting 30% in just five trading days, marking the end of the bull market. 2013: The commodity winter saw a global sell-off of commodities, with silver plunging 12% in a single day, establishing a mid-term downward channel. 2015: Interest rate hikes impacted by expectations of a rate increase by the Federal Reserve saw the silver price drop to $13.66, a cumulative loss of over 61% from the 2012 peak. 2020: The liquidity crisis triggered by the pandemic led to a sell-off of all assets, causing silver prices to flash crash to $11.6, but subsequently staged an astonishing 'V'-shaped reversal. Silver is a typical 'mad horse', going crazy when it rises and deadly when it falls. Recently, silver's trend has shown high volatility and a rapid decline, with the main characteristics as follows: At the end of January, the silver price soared to an all-time high (over $120/oz), followed by a severe sell-off, a rare rapid correction in market history. Even so, the support range is around $75–$80/oz, and technically it is still in a phase of consolidation and fluctuation. If the support below is lost, the decline may continue! I recommend building a square for a more stable approach! #vanar @Vanar $VANRY {spot}(VANRYUSDT)
Inventory of the six epic collapses in silver history:

Silver has always been known for its high volatility, and several crashes in its history have not only resulted in price depreciation but also a reshuffling of wealth.
Below are the key dark moments in silver history:

1873: The collapse of the attribute led to the repeal of the U.S. Coinage Act, stripping silver of its monetary status, and officially transforming silver from 'currency' to 'commodity', initiating a decades-long decline in value.

1980: Silver Thursday, the most disastrous collapse in history. The Hunt brothers' manipulation of silver failed, resulting in forced liquidation. The silver price plummeted from $50.35 to $10.8, a decline of 78%, directly triggering a bear market that lasted for the next 20 years.

2011: In May, silver prices once again attempted to break through $50 but failed, plummeting 30% in just five trading days, marking the end of the bull market. 2013: The commodity winter saw a global sell-off of commodities, with silver plunging 12% in a single day, establishing a mid-term downward channel.

2015: Interest rate hikes impacted by expectations of a rate increase by the Federal Reserve saw the silver price drop to $13.66, a cumulative loss of over 61% from the 2012 peak.

2020: The liquidity crisis triggered by the pandemic led to a sell-off of all assets, causing silver prices to flash crash to $11.6, but subsequently staged an astonishing 'V'-shaped reversal.

Silver is a typical 'mad horse', going crazy when it rises and deadly when it falls. Recently, silver's trend has shown high volatility and a rapid decline, with the main characteristics as follows:

At the end of January, the silver price soared to an all-time high (over $120/oz), followed by a severe sell-off, a rare rapid correction in market history. Even so, the support range is around $75–$80/oz, and technically it is still in a phase of consolidation and fluctuation. If the support below is lost, the decline may continue!

I recommend building a square for a more stable approach! #vanar @Vanar $VANRY
What exactly happened? I just woke up at noon and fell like this! At this rate, BTC is about to drop below 7, making it hard not to doubt the safe-haven properties of this digital gold! The bears must have made a fortune, right? I saw in the square early this morning that someone who had held a short position on BTC for 2 years finally broke even! Now in this market, even the shorts are afraid to act, worried about being caught in a pump by the whales. I can't afford to be stuck for a year or two with my assets; I just don't have that kind of strength! The $BNB I bought at 739 isn't appealing anymore! I think I'll just honestly continue to mine and build my square! After all, getting it for free is always the best. The projects I'm currently building are @Plasma #plasma $XPL {spot}(XPLUSDT)
What exactly happened? I just woke up at noon and fell like this! At this rate, BTC is about to drop below 7, making it hard not to doubt the safe-haven properties of this digital gold!

The bears must have made a fortune, right? I saw in the square early this morning that someone who had held a short position on BTC for 2 years finally broke even! Now in this market, even the shorts are afraid to act, worried about being caught in a pump by the whales. I can't afford to be stuck for a year or two with my assets; I just don't have that kind of strength! The $BNB I bought at 739 isn't appealing anymore!

I think I'll just honestly continue to mine and build my square! After all, getting it for free is always the best. The projects I'm currently building are @Plasma #plasma $XPL
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