Yesterday @cookiedotfun distributed OG badges to early users, which is likely a precursor to the $COOKIE airdrop. Go check your badge
🔗https://cookie.fun/profile/dashboard…
If your account is an OG user but the badge is not displayed, directly open a ticket on Discord for an appeal.
Today I topped up Cookie staking As the platform's native token, $COOKIE has opened staking and Farming modules. Referring to @KaitoAI's model, staking may increase Snap scores, laying the groundwork for future airdrops. Considering the current market value of $KAITO, $COOKIE has a 3-4 times re-evaluation space.
Participate in staking: https://cookie.community/staking?r=0xsmall
Also get on with SparkFi staking points SparkFi is the first DeFi lending platform launched by Cookie DAO. By staking USDS or LP, you can earn daily Spark Points (about 25 points per USDS/day), indirectly affecting Snap score levels.
Received joint investment from a16z + Polychain, raising $61.5 million
Architecture based on Sky's self-developed tech stack, balancing security and scalability
🔔 Summary Cookie & SparkFi are not only core projects of the InfoFi community but could also become the next lending blue-chip. Badges, staking, points system, multidimensional ambush, cannot be ignored.
Continuously revisiting Plasma, to be honest, this project is no longer like a traditional public chain in the usual sense, but more like a digital banking system operating around stablecoins. I have been following it for a while, and my biggest impression is: its focus is not on the narrative, but on the real payment and settlement experience.
Plasma did not take the old road of universal L1, but designed the network from the beginning around the high-frequency circulation of stable assets. Transfers are a daily behavior, not an occasional event, so it pursues long-term stability and predictable costs, rather than extreme performance. Sub-second confirmations and nearly zero gas costs, these experiences will be infinitely magnified in payment scenarios.
The recent integration with NEAR Intents has also pushed practicality to a new height. The circulation of multi-chain and multi-assets has been compressed into a single operation, which significantly improves efficiency for those who frequently transfer assets across platforms. Additionally, with Plasma One’s card that allows direct consumption with USDT, it is no longer just an "on-chain experiment," but is genuinely testing daily payments.
XPL here is more like system fuel, rather than merely a speculative target. The short-term fluctuations brought about by unlocking are inevitable, but as long as payment volumes and on-chain usage are increasing, structural value will gradually manifest. The logic of Plasma is very clear: it does not compete on the number of ecosystems, but rather strives to perfect the most realistic aspect, which is stablecoins.
From Computing Narratives to Reasoning Layers, What Sets Vanar Apart
Recently, I've found that the more I look at AI and Web3 projects, the more twisted they seem. Many chains tout decentralization and AI, but what they actually do is compute off-chain and store results on-chain; essentially, it's just Web2 servers with a new layer of packaging. Performance, TPS, and narratives are all exaggerated, but the real infrastructure issues—data, memory, reasoning—are hardly addressed head-on. In this context, I took a serious look at Vanar Chain again. To be honest, I had my biases at first; projects with AI in their names can easily flop during this cycle. However, when you really break down its tech stack, you realize that it's not about creating a 'faster chain' but rather a 'smarter chain.'
Pre-bedtime review In on-chain finance, privacy and transparency have always been discussed as opposing forces: either fully public or completely anonymous. But the real issue is that when real assets like securities and real estate start to go on-chain, the market needs to protect trading strategies while also meeting regulatory audits. Dusk is addressing this long-ignored middle ground.
In traditional finance, privacy is already the default setting, but the full transparency of public chains is almost unacceptable for institutions. Dusk's approach is very clear: privacy by default, compliance built-in. Through zero-knowledge proofs, transaction amounts and counterparties can be hidden; at the same time, asset issuers or compliant entities can selectively disclose when necessary to prove legality to regulators. This is not a patch after the fact, but a native capability of the protocol layer.
Mechanically, Dusk provides both a privacy trading model and a compliance account model, allowing for both peer-to-peer private transfers and seamless integration with exchanges and traditional financial entry points, with users able to switch freely. This flexibility is not available in many privacy chains.
More importantly, the path to implementation is clear. Dusk explicitly focuses on regulated RWA, not a generic public chain. With the launch of DuskEVM, developers can directly use familiar EVM tools to build applications and automatically inherit privacy and compliance capabilities; while DuskTrade, in collaboration with licensed institutions, truly brings securities issuance, trading, and settlement onto the chain. Risks certainly exist, and the pace of institutional adoption and regulatory details still require time for validation. But the direction is clear: as asset tokenization becomes a trend, what we need is not a more exposed ledger, but smarter, controllable privacy financial infrastructure. Dusk stands at this intersection. @Dusk $DUSK #dusk
If traditional blockchain is seen as merely a ledger responsible for archiving, what Vanar aims to do is to make this system truly capable of thinking. Currently, most chains only record the data itself, and contracts execute according to rules without understanding the meaning of the data. Vanar's breakthrough lies in being designed from the ground up for 'understanding data'.
The Neutron semantic layer converts unstructured information such as contracts, invoices, and legal texts directly into on-chain queryable and programmable asset components, eliminating the reliance of RWA on off-chain files; on top of this, the Kayon reasoning layer introduces verifiable on-chain reasoning capabilities, allowing protocols, games, or enterprise systems to make automatic decisions based on context, with processes that are transparent and auditable. This is not treating AI as a plugin, but rather making AI a native capability of the chain.
Additionally, with a high-compression data solution, Vanar attempts to solve the old problem of state bloat, providing 'on-chain memory' for long-running AI agents. $VANRY is designed around this point, serving as both a security stake and a resource credential for invoking semantic storage and reasoning capabilities. The higher the activity of AI on the chain, the clearer the value capture.
Of course, this path comes with significant validation costs, and the ecological rhythm is somewhat slow. However, from a directional perspective, Vanar bets on a long-term proposition: when the chain is not just for transactions but is a continuously operating agent, a blockchain that can understand data and remember logic is the real infrastructure. @Vanarchain $VANRY #vanar
Ready to stock up $DUSK did you say you can have a good year? Recently, I've been repeatedly studying the Phoenix trading model of @Dusk , and one intuitive feeling is: it is not about privacy, but about redefining the usage of privacy. Now, the privacy track either goes to extreme anonymity, resulting in rejection by regulators and exchanges; or it simply applies a privacy patch to existing chains, which is of limited significance. Dusk has chosen a more realistic path, making privacy a programmable permission system, which can still be verified by compliance audits without disclosing transaction details.
This design is very lethal in the RWA scenario. The complete transparency of traditional public chains is almost unacceptable for institutions, while Dusk uses zero-knowledge and homomorphic encryption at the underlying layer to hide amounts and counterparties, providing an experience closer to a banking system's private transaction window. Compared to solutions that rely on mixers, Dusk solves compliance and risk labeling issues at the protocol level, with a clearly long-term vision.
Of course, its problems are also very real: the technology is ahead, but the product experience has not caught up. The mainnet is like a high-performance chassis, but the applications and tools available for ordinary users are still relatively few, and the interaction threshold is not low. If the difficulty of access persists long-term, the ecological diffusion will be slowed down.
But in the long run, the positioning of #dusk is very clear: not to compete in general scenarios, but to only serve regulated finance. The XSC token standard, Hedger engine, and NPEX's compliance license, these pieces together form its unique barrier in privacy finance and RWA. It is not a hot project; it is more like laying the foundation for the future financial system.
Looking back at the development of stablecoins, the problem has never been with TPS, but rather with taking the wrong path. Trillions of dollars in assets have long been running on public blockchains that serve DeFi, NFTs, and gaming; they can be used, but the experience remains awkward. The idea of Plasma is very simple: since the vast majority of users only want cheap, fast, and stable transfers, let's create a separate settlement network for stablecoins.
@Plasma has almost eliminated all complexity. Transfers are nearly real-time, fees are directly deducted in USDT, and there’s no need to hold additional Gas tokens; the state will also be periodically anchored to Bitcoin, balancing speed and security. For ordinary users, using USDT is as intuitive as sending a message, and for developers, it is fully EVM compatible, with very low migration costs.
The key is implementation. Whether it’s salary settlements in Southeast Asia or daily payments in Latin America, #Plasma serves the most genuine needs, rather than conceptual overlays. $XPL The sharp price retracement does exist, but from another perspective, after the bubble clears, it is actually closer to the true value of the project. When capital truly begins to flow, stablecoins deserve a fast lane created just for them.
After observing Web3 projects for a while, one can feel a very obvious fatigue: the concepts become more and more complex, yet truly useful products have not increased in parallel. Many chains spend their energy creating new terms and telling new narratives, but rarely answer a fundamental question—why should ordinary users use you? The appeal of Vanar Chain lies precisely in its focus not on 'self-indulgence within the blockchain circle,' but on continuously refining its underlying capabilities around practical applications. It is an L1, but it has not confined itself to financial scenarios; rather, it starts from high-frequency, real demands in gaming, AI, branding, and content to consider how blockchain should integrate into the real world, instead of making users adapt to the chain.
Many people now mention the new L1, and the first reaction is another indistinguishable chain. Indeed, in the AI era, TPS and low gas fees are hard to serve as a moat. What is truly scarce is whether blockchain can natively collaborate with AI, rather than being pieced together afterwards.
I am optimistic about #vanar , the core is here. It does not treat AI as a gimmick, but is designed for AI operation from the ground up. myNeutron addresses the on-chain memory issue, allowing AI tasks to dynamically call resources instead of offloading critical logic. Kayon makes the reasoning process verifiable and traceable, which is crucial for finance, content review, and even arbitration scenarios. Flows truly automates intelligent execution, not just writing contracts for people to click buttons.
Moreover, with its clear positioning in gaming, entertainment, and social scenarios, high frequency, low cost, and stable operation are not just slogans, but are already serving real users. $VANRY runs through storage, reasoning, and execution, serving as the fuel for the entire system rather than just a speculative tool. For me, @Vanarchain seems more like laying the foundation for Web3 in the AI era, and this direction is worth continuous tracking.
1 Rally Previously participated with Kaito and Wallchain and Cookie can check how many RLP rewards, @RallyOnChain standard is either holding NFT or being a staker Portal: https://waitlist.rally.fun/claim/0xsmall_
2 Inframarkets @Inframarkets is a prediction market platform built on Solana, currently opening a waiting list where users can join for a chance to receive future rewards, but the specific allocation ratio has not yet been announced, joining the waiting list allows participation in a $1000 prize draw Portal: https://inframarkets.io
Probable is a prediction trading platform based on the BNB chain, where users can trade the outcomes of real-world events. The platform covers multiple markets including politics, economics, sports, and cryptocurrency, allowing traders to profit from their understanding of future events.
Jointly incubated by PancakeSwap and @yzilabs, Probable exceeded $300 million in predicted trading volume within 20 days of its launch. Currently, Probable has launched a points program aimed at rewarding early participants and active trading activity. This program tracks users' contributions across multiple aspects, and points can be redeemed for future rewards and benefits.
In this noisy market, I increasingly feel that the real foundation often lies with those quiet workers. @Plasma is such a chain, born to focus on the high-speed highway for stablecoin settlements, making USDT transfers as fast as sending an email and basically free.
After the mainnet launch, the PlasmaBFT consensus has been optimized to millisecond-level confirmation, specializing in small-value high-frequency scenarios, with costs lower than many Rollups. The ecosystem is also steadily building up: initially bringing in over 2 billion in stablecoin liquidity, collaborating with over a hundred DeFi protocols, and recently making cross-chain interactions with Enso smoother.
In 2026, there will be a Bitcoin bridge and a Plasma One digital banking plan, aiming to fully connect traditional finance and cryptocurrency. Of course, the challenges are significant, especially after the supply pressure and how to catch the demand for tokens after the unlocking in July, as well as how to navigate regulation. But if the team can ensure revenue flow back, improve the staking mechanism and transparency, and sustain real settlement volume, the value anchoring of XPL will become increasingly solid.
Vanar leverages real users and commercial value to drive Web3
The public chain track is extremely competitive right now, and everyone is still comparing whose TPS is higher and more abstract, while Vanar Chain completely ignores this. It focuses directly on things that can truly be implemented, especially on how to integrate Web3 into daily entertainment and brand consumption. As a rising L1, $VANRY is proving itself in a different way: not by crushing parameters, but by speaking through real users and cash flow. I have always felt that Web3 is about to explode, and the next wave will definitely not be the old DeFi gameplay, but rather rely on content to bring ordinary people in. Vanar understands this very well; its moat is its entertainment attribute. The Virtua metaverse combined with the VGN gaming platform has created a particularly natural consumption scenario. Users come here not to learn about decentralization, but simply to chase stars, play games, and interact with their favorite brands. While playing, they unknowingly use on-chain assets, identity verification, and data storage, and the whole process is as smooth as sliding directly from Web2 to Web3, with no sense of incongruity.
In 2026, @Vanarchain is no longer just an AI public chain that talks about technology, but a real infrastructure that has entered the realm of commercial reality. The V23 protocol allows contracts and processes to automatically adapt to compliance requirements in different regions, enabling enterprises to globally deploy without repeatedly rebuilding systems. It seizes the window for Chinese new energy VANs to go overseas, connecting on-chain rights confirmation, cross-border settlement, and real trade, quickly accumulating users and scenarios in Europe and the Middle East. VANRY is not just Gas, but a core tool that supports transactions, staking, and the operation of RWA. From data to assets, from technology to market, Vanar is taking a rare yet solid global route. $VANRY #vanar
Dusk breaks the traditional thinking of full ownership, splitting asset rights into tradable micro-units, achieving privacy in circulation through confidential smart contracts and zero-knowledge proofs. $DUSK is not just a token, but also the core of payment and settlement supporting high-frequency micro-trading and compliant RWA.
The SBA consensus ensures decentralization and security of the network, with nodes randomly producing blocks in a fair and transparent manner, allowing retail investors to participate with confidence. With the micro-trading ecosystem and institutional assets on-chain, @Dusk is becoming the key underlying foundation connecting traditional finance and Web3. #dusk
Many privacy projects' issues do not lie in technology, but in not being able to enter the reality of finance. @Dusk 's approach is exactly the opposite; it is designed around compliance from the very beginning, integrating zero-knowledge proofs, consensus mechanisms, and secure communication directly at the protocol level, protecting data while meeting regulatory requirements. We are not stoking emotions now, but as RWA and institutional-level applications gradually go on-chain, this kind of "low-profile yet necessary" infrastructure is actually more likely to be re-understood and re-priced by the market later. $DUSK #dusk
Realms is an on-chain governance platform for DAOs and decentralized communities on the Solana platform. This platform enables communities to directly manage treasuries, voting mechanisms, and program upgrades on-chain, without any intermediaries.
The platform supports 99% of the DAO ecosystem on Solana, covering over 4000 protocols, including Jito, Metaplex, Marinade, Bonk, SolBlaze, MonkeDAO, and IslandDAO. These communities use Realms to coordinate decision-making and execute collective actions in a transparent manner.
Realms offers a range of tools, including multi-signature wallets, payment streams, and fund management features, encompassing asset transfers, yield generation, and trading. The platform integrates multiple Solana protocols and provides customized solutions. All Realms programs are open-source and have undergone comprehensive security audits.
1. Visit the official Realms platform: https://v2.realms.today/ 2. Connect your Solana wallet 3. Create your Realms profile 4. Browse available DAOs in the platform's DAO directory, join multiple DAOs, prioritize proposals from active communities with frequent activity, and vote on proposals from the DAOs you join 5. Create your own proposals within your DAO
Dusk is not a privacy coin, but a privacy infrastructure
To be honest, after being in the crypto space for so many years and having seen too many privacy projects, they either grow uncontrollably without regard for regulations or overly cater to institutions, resulting in self-imposed constraints. Dusk, however, has consistently taken a middle path, not giving up on the baseline of privacy while proactively embedding compliance into its core, which I find particularly commendable. @Dusk The most impressive aspect to me is how it truly integrates privacy and compliance. Its confidential smart contracts encrypt transaction details by default, and they can only be selectively opened for viewing when necessary—such as regulatory requirements or user authorization. This approach protects user data while also meeting financial institutions' anti-money laundering and KYC demands. Last year, they also launched the Citadel protocol and the off-chain tool Shelter, allowing institutions to perform private identity verification, with users deciding how much information to disclose without worrying about data leaks. This set of tools directly targets strict regulations like the EU's MiCA, making it nearly frictionless for traditional banks and asset management companies to use.
Perfecting the most tedious task is Plasma's ambition
To be honest, I started paying attention to Plasma not because it uses cutting-edge technology, but because it has chosen a path that almost no one is willing to discuss seriously. New chains now are mostly competing over whose narrative is bigger, from AI and gaming to social media all packed together, which ironically makes it hard for people to distinguish 'what exact problem are you solving that only you can solve?'. The choice of @Plasma is exactly the opposite; it focuses solely on one thing: perfecting the most tedious yet most frequently occurring task of stablecoin transfers. This may not sound sexy, but upon closer examination, it is actually very realistic. Stablecoins are the only assets in the crypto world that truly have scale and reuse rates, while cross-border settlements, merchant payments, and fund transfers are precisely the daily necessities that occur constantly. Plasma does not engage in complex applications nor pursue ecological prosperity, but instead concentrates all its design on 'transfer friction', with zero fees, extremely fast settlements, and Paymaster completely eliminating usage costs. It resembles an upgraded version of a global payment network rather than a traditional L1.