Thank you to the teacher for recognizing my article. Teachers who like it can interact more.
DORO的日常吹水
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Viewing Plasma as a 'Stablecoin Clearing Network': It is not betting on a faster chain, but rather on a certainty that resembles a payment system.
The most interesting change in stablecoins over the past two years is not about how many more chains support USDT/USDC, but rather that it is increasingly resembling real 'money.' Once it takes on tasks such as payments, salaries, cross-border transfers, merchant settlements, and institutional clearing, the original designs of blockchain that were meant for developers will reveal their shortcomings: unstable fees, insufficient finality, reliance on native Gas tokens for processes, and reconciliation and compliance needing a bunch of off-chain system patches.
Many people attribute these issues to 'the chain is not fast enough.' But people in the payments industry typically don’t first ask about speed; they ask a different set of harsher metrics:
Thank you to the teacher for affirming my content!
DORO的日常吹水
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@Plasma is a Layer 1 blockchain optimized for stablecoin settlement, addressing several common pain points of traditional blockchains when handling stablecoins. Its design goal is to simplify payment processes and reduce user friction. By being fully compatible with the Ethereum Virtual Machine (Reth) and providing sub-second finality (PlasmaBFT), Plasma offers a more efficient and stable transaction experience.
Unlike traditional blockchains that require native tokens to pay for Gas, Plasma allows stablecoins like USDT to be exempt from Gas fees, while also enabling a stablecoin-prioritized Gas mechanism that makes the transfer process smoother for users. This design not only reduces operational complexity but also significantly lowers costs for both retail and institutional users.
More importantly, @Plasma introduces the security of Bitcoin anchoring, ensuring its neutrality and resistance to censorship in the blockchain space. This means that users' assets are more secure and less susceptible to interference from centralized regulatory bodies, making it particularly attractive for financial institutions and high-frequency traders.
From the user demographic perspective, @Plasma is not only suitable for retail users in large-scale adoption markets but also pays special attention to institutional users in the payment and finance sectors. With its excellent cross-chain compatibility and efficient settlement mechanism, Plasma provides these users with a more reliable infrastructure to promote the application and popularization of stablecoins in real economic activities.
Thank you to the teachers for recognizing my content, everyone can communicate more.
DORO的日常吹水
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Bearish
Many people talk about AI chains, focusing on "smarter applications".
I care more about another thing: when AI starts doing things for people, who will provide it with a set of "verifiable work records"—that can remember context, explain each step, execute automatically according to rules, and settle cleanly. The idea of @Vanarchain seems to be establishing a "native audit track" for intelligent agents: myNeutron embeds semantic memory into the infrastructure layer, allowing context to be more than a temporary cache; Kayon makes the reasoning process more transparent, reducing black box decisions;
Flows turns actions into controllable automation, avoiding "can do but does it chaotically". Under this standard, simply launching a new L1 and putting TPS on a poster becomes increasingly insignificant; what is truly scarce are the composable capabilities that can run long-term, be audited, and accepted by compliance.
Moreover, starting cross-chain availability from Base means extending this audit track into more ecosystems, not relying on a single chain's self-circulation. Payments and compliance settlements are the final hurdle: intelligent agents do not look at wallet interfaces; they need directly settlable tracks.
$VANRY thus resembles a bet on "deployable capabilities": the more it is used, the more value can slowly accumulate from real activities.
@Plasma If stablecoins are to be used 'like cash', the key is not to add another universal chain, but to make settlement a predictable assembly line: who pays, when it is determined, how to reconcile, and who will cover it when problems arise.
The idea of Plasma is very much like pulling stablecoins back from 'on-chain assets' to 'payment tools'—first clearing the friction in the process: using Reth to ensure EVM compatibility, lowering access and migration costs; using PlasmaBFT to push finality to sub-second levels, turning 'uncertain waiting' into 'confirmation equals settlement'.
More critically, it is about rearranging costs and experiences: USDT gas-free transfers, gas mechanisms prioritizing stablecoins, essentially removing the threshold of 'having to buy a volatile coin before transferring stablecoins', allowing stablecoins to return to their intuitive nature.
On the security front, introducing Bitcoin anchoring is not about storytelling, but rather about providing a stronger external endorsement for the neutrality and censorship resistance that payments and institutional settlements care about most.
The target users are also very clear: the daily transfer needs in high adoption markets, as well as the settlement scenarios for payment/financial institutions—once these scenarios are operational, the value comes more from sustained settlement volume and real usage, rather than short-term hype.
Viewing Plasma as a 'Stablecoin Clearing Network': It is not betting on a faster chain, but rather on a certainty that resembles a payment system.
The most interesting change in stablecoins over the past two years is not about how many more chains support USDT/USDC, but rather that it is increasingly resembling real 'money.' Once it takes on tasks such as payments, salaries, cross-border transfers, merchant settlements, and institutional clearing, the original designs of blockchain that were meant for developers will reveal their shortcomings: unstable fees, insufficient finality, reliance on native Gas tokens for processes, and reconciliation and compliance needing a bunch of off-chain system patches.
Many people attribute these issues to 'the chain is not fast enough.' But people in the payments industry typically don’t first ask about speed; they ask a different set of harsher metrics:
@Plasma If stablecoins are to be used 'like cash', the key is not to add another universal chain, but to make settlement a predictable assembly line: who pays, when it is determined, how to reconcile, and who will cover it when problems arise.
The idea of Plasma is very much like pulling stablecoins back from 'on-chain assets' to 'payment tools'—first clearing the friction in the process: using Reth to ensure EVM compatibility, lowering access and migration costs; using PlasmaBFT to push finality to sub-second levels, turning 'uncertain waiting' into 'confirmation equals settlement'.
More critically, it is about rearranging costs and experiences: USDT gas-free transfers, gas mechanisms prioritizing stablecoins, essentially removing the threshold of 'having to buy a volatile coin before transferring stablecoins', allowing stablecoins to return to their intuitive nature.
On the security front, introducing Bitcoin anchoring is not about storytelling, but rather about providing a stronger external endorsement for the neutrality and censorship resistance that payments and institutional settlements care about most.
The target users are also very clear: the daily transfer needs in high adoption markets, as well as the settlement scenarios for payment/financial institutions—once these scenarios are operational, the value comes more from sustained settlement volume and real usage, rather than short-term hype.
In the AI era, there is no shortage of chains, what’s lacking is a set of 'implementable' SOPs: I use this standard to view Vanar
Let me share a very realistic feeling: Right now, there are too many 'AI projects' in Web3, so many that if you scroll through ten posts, eight are talking about agents, reasoning, and automation. But there aren't as many that can be realized. The reason isn’t complicated—most projects treat AI as a 'function' rather than as a 'user.' Human users can endure: you make them buy gas, switch chains, and confirm, they might complain a bit but will do it. Agents won’t endure: they shouldn’t learn wallet UI, shouldn’t be hindered by transaction fees, shouldn’t start from scratch every time, and shouldn’t have to explain things after doing them. So I increasingly feel that in the AI era, the competition for infrastructure won't be about 'who sounds most like the future,' but rather 'who has a set of SOPs that can be implemented.'
Many people talk about AI chains, focusing on "smarter applications".
I care more about another thing: when AI starts doing things for people, who will provide it with a set of "verifiable work records"—that can remember context, explain each step, execute automatically according to rules, and settle cleanly. The idea of @Vanarchain seems to be establishing a "native audit track" for intelligent agents: myNeutron embeds semantic memory into the infrastructure layer, allowing context to be more than a temporary cache; Kayon makes the reasoning process more transparent, reducing black box decisions;
Flows turns actions into controllable automation, avoiding "can do but does it chaotically". Under this standard, simply launching a new L1 and putting TPS on a poster becomes increasingly insignificant; what is truly scarce are the composable capabilities that can run long-term, be audited, and accepted by compliance.
Moreover, starting cross-chain availability from Base means extending this audit track into more ecosystems, not relying on a single chain's self-circulation. Payments and compliance settlements are the final hurdle: intelligent agents do not look at wallet interfaces; they need directly settlable tracks.
$VANRY thus resembles a bet on "deployable capabilities": the more it is used, the more value can slowly accumulate from real activities.
@Dusk Network is a blockchain platform dedicated to privacy protection and scalability, aiming to provide users with a secure and efficient decentralized application environment. DUSK addresses the limitations of traditional blockchains in privacy and scalability through its unique privacy protection technologies (such as zero-knowledge proofs), enabling users to conduct fast and low-cost transactions while ensuring privacy.
DUSK's goal is to become the preferred platform for enterprise-level applications, especially in fields such as finance, payments, and identity verification. It supports zero-knowledge smart contracts, allowing developers to build more complex decentralized applications (dApps) without exposing sensitive data. By combining privacy with efficiency, DUSK not only provides users with higher security assurances but also promotes the popularization and application of blockchain technology.
The project's core competitiveness lies in its multi-chain interoperability, supporting compatibility with other mainstream blockchain networks, further expanding its application scope. DUSK's privacy protection capabilities, low transaction costs, and high performance make it stand out in the blockchain market, especially in enterprise scenarios where privacy protection is needed, DUSK has become an important infrastructure platform.
Plasma: Efficient Settlement Infrastructure for Stablecoins
In the rapid development of the blockchain industry, stablecoins have gradually become mainstream in blockchain applications, especially in the fields of payment and settlement. However, existing blockchain networks face many bottlenecks in the application of stablecoins, such as high transaction costs, slow transfer speeds, and network congestion. These issues limit the use cases for stablecoins, particularly in actual economic activities where businesses and individuals require more efficient, secure, and low-cost solutions.
Plasma is a Layer 1 blockchain specifically designed to address these issues. It combines advanced technology with stablecoin-centric features, aiming to provide efficient and low-cost infrastructure for stablecoin settlement. Plasma's goal is not only to become a public chain but also to create a highly efficient settlement network capable of handling a large number of stablecoin transactions, meeting the needs of users in the global payment and financial sectors.
@Plasma is a Layer 1 blockchain optimized for stablecoin settlement, addressing several common pain points of traditional blockchains when handling stablecoins. Its design goal is to simplify payment processes and reduce user friction. By being fully compatible with the Ethereum Virtual Machine (Reth) and providing sub-second finality (PlasmaBFT), Plasma offers a more efficient and stable transaction experience.
Unlike traditional blockchains that require native tokens to pay for Gas, Plasma allows stablecoins like USDT to be exempt from Gas fees, while also enabling a stablecoin-prioritized Gas mechanism that makes the transfer process smoother for users. This design not only reduces operational complexity but also significantly lowers costs for both retail and institutional users.
More importantly, @Plasma introduces the security of Bitcoin anchoring, ensuring its neutrality and resistance to censorship in the blockchain space. This means that users' assets are more secure and less susceptible to interference from centralized regulatory bodies, making it particularly attractive for financial institutions and high-frequency traders.
From the user demographic perspective, @Plasma is not only suitable for retail users in large-scale adoption markets but also pays special attention to institutional users in the payment and finance sectors. With its excellent cross-chain compatibility and efficient settlement mechanism, Plasma provides these users with a more reliable infrastructure to promote the application and popularization of stablecoins in real economic activities.
This is not "another AI chain": Vanar is more like laying the infrastructure for the future "automated workers".
Let me start with a judgment I am increasingly certain of:
The real incremental users in the next wave of Web3 may not be people like us, but various "automated workers"—intelligent agents, scripts, automated processes, robots running in enterprise systems. You may not like this statement, but reality is pushing in this direction: transactions, reconciliation, risk control, content distribution, marketing investment, supply chain settlement... these tasks are inherently suited to be automated.
The question arises: If "automated workers" are to work on the blockchain, our current chain is quite unfriendly. For human users, enduring a bit, learning, clicking confirm, and swapping Gas tokens might be manageable. But for intelligent agents, these are all frictions, even fatal issues: they are not good at clicking around in a UI, nor should they spend a lot of energy on "how to pay fees, how to maintain context, how to explain why this is done."
@Vanarchain treats Vanar Chain as a "chain for agents" for better understanding: it is not about who can create blocks faster, but about solving a very practical issue—more and more tasks may not be completed by pressing buttons, but rather by programs remembering, judging, executing, and ultimately settling the payments themselves. To make this "automated work" model viable, the chain must function like a foundational infrastructure: it should be able to store long-term information, clearly articulate the decision-making process, safely automate actions, and provide a stable settlement method.
Vanar's approach is to integrate these capabilities at the base level in advance, rather than piecing them together later with plugins. myNeutron is responsible for embedding "memory" and maintaining ongoing context, Kayon makes the "why" behind actions more interpretable, and Flows translates instructions into controllable automated execution. Additionally, starting cross-chain expansion from Base means bringing these capabilities into more ecosystems, no longer confined to a single network's self-indulgence. The value point of $VANRY is also more about the "accumulation brought by usage," rather than relying on a temporary surge.
@Vanarchain treats Vanar Chain as a "chain for agents" for better understanding: it is not about who can create blocks faster, but about solving a very practical issue—more and more tasks may not be completed by pressing buttons, but rather by programs remembering, judging, executing, and ultimately settling the payments themselves. To make this "automated work" model viable, the chain must function like a foundational infrastructure: it should be able to store long-term information, clearly articulate the decision-making process, safely automate actions, and provide a stable settlement method.
Vanar's approach is to integrate these capabilities at the base level in advance, rather than piecing them together later with plugins. myNeutron is responsible for embedding "memory" and maintaining ongoing context, Kayon makes the "why" behind actions more interpretable, and Flows translates instructions into controllable automated execution. Additionally, starting cross-chain expansion from Base means bringing these capabilities into more ecosystems, no longer confined to a single network's self-indulgence. The value point of $VANRY is also more about the "accumulation brought by usage," rather than relying on a temporary surge.
Let's interact with the teachers we are interested in, thank you
DORO的日常吹水
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Everything about PLASMA
1) Stablecoins have long become 'on-chain cash', but the settlement experience is still stuck in 'engineer mode'. If you observe real-world stablecoin usage scenarios, you will find that users' demands are very simple: fast, stable, cheap, no mistakes, and ideally as intuitive as transfer software. But the reality is often: you want to transfer USDT, but you first need to prepare another coin for Gas; transactions may not go through during network congestion; cross-platform reconciliation is troublesome; institutions dealing with large clearances still have to worry about neutrality and censorship resistance. Stablecoins are clearly 'money', yet they are often forced to be used in the 'cryptocurrency asset' manner.
Let's interact with the teachers we are interested in
DORO的日常吹水
·
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Everything about PLASMA
1) Stablecoins have long become 'on-chain cash', but the settlement experience is still stuck in 'engineer mode'. If you observe real-world stablecoin usage scenarios, you will find that users' demands are very simple: fast, stable, cheap, no mistakes, and ideally as intuitive as transfer software. But the reality is often: you want to transfer USDT, but you first need to prepare another coin for Gas; transactions may not go through during network congestion; cross-platform reconciliation is troublesome; institutions dealing with large clearances still have to worry about neutrality and censorship resistance. Stablecoins are clearly 'money', yet they are often forced to be used in the 'cryptocurrency asset' manner.
1) Stablecoins have long become 'on-chain cash', but the settlement experience is still stuck in 'engineer mode'. If you observe real-world stablecoin usage scenarios, you will find that users' demands are very simple: fast, stable, cheap, no mistakes, and ideally as intuitive as transfer software. But the reality is often: you want to transfer USDT, but you first need to prepare another coin for Gas; transactions may not go through during network congestion; cross-platform reconciliation is troublesome; institutions dealing with large clearances still have to worry about neutrality and censorship resistance. Stablecoins are clearly 'money', yet they are often forced to be used in the 'cryptocurrency asset' manner.
@Plasma is not just another general-purpose public chain, but a dedicated track optimized for stablecoin settlement. It directly integrates the two most painful aspects of stablecoins—Gas fees and transfer experience—into the protocol layer, making daily payments as smooth as fiat currency.
Tech Stack: Reth achieves complete EVM compatibility, allowing contract/tool/wallet migration without changes; PlasmaBFT consensus (Fast HotStuff variant) provides sub-second finality and thousands of TPS, perfectly matching high-frequency small-scale scenarios.
Core Features: USDT gas-free transfers: built-in paymaster mechanism allows zero-cost USDT transfers between ordinary wallets without the need to hold native XPL, significantly lowering the threshold for retail investors in emerging markets, cross-border remittances, and daily payments. Gas supports stablecoin payments: whitelisted stablecoins like USDT/USDC can directly pay network fees, eliminating the need to buy native coins beforehand and bridge, solving the classic pain point of "wanting to use stablecoins but being forced to acquire gas tokens."
Security introduces finality through Bitcoin anchored bridges to the BTC mainnet, balancing neutrality and censorship resistance, making it more suitable for payment institutions, financial institutions, and real-world settlement, rather than just demo volume.
Compared to the pursuit of an all-purpose general L1, @Plasma chooses extreme verticality: native stablecoin settlement, rather than relying on L2 or application layer detours. In today's world where stablecoins account for over 70% of crypto transactions, this direction represents the most promising infrastructure potential.
@Plasma is not just another general-purpose public chain, but a dedicated track optimized for stablecoin settlement. It directly integrates the two most painful aspects of stablecoins—Gas fees and transfer experience—into the protocol layer, making daily payments as smooth as fiat currency.
Tech Stack: Reth achieves complete EVM compatibility, allowing contract/tool/wallet migration without changes; PlasmaBFT consensus (Fast HotStuff variant) provides sub-second finality and thousands of TPS, perfectly matching high-frequency small-scale scenarios.
Core Features: USDT gas-free transfers: built-in paymaster mechanism allows zero-cost USDT transfers between ordinary wallets without the need to hold native XPL, significantly lowering the threshold for retail investors in emerging markets, cross-border remittances, and daily payments. Gas supports stablecoin payments: whitelisted stablecoins like USDT/USDC can directly pay network fees, eliminating the need to buy native coins beforehand and bridge, solving the classic pain point of "wanting to use stablecoins but being forced to acquire gas tokens."
Security introduces finality through Bitcoin anchored bridges to the BTC mainnet, balancing neutrality and censorship resistance, making it more suitable for payment institutions, financial institutions, and real-world settlement, rather than just demo volume.
Compared to the pursuit of an all-purpose general L1, @Plasma chooses extreme verticality: native stablecoin settlement, rather than relying on L2 or application layer detours. In today's world where stablecoins account for over 70% of crypto transactions, this direction represents the most promising infrastructure potential.
Are you still using TPS to score the AI era? I created an AI-Ready scorecard.
If we treat AI as the 'next billion-level user', then we must admit one thing: AI will not use chains like humans do. It doesn’t confirm, doesn’t flip wallets, and doesn’t read UI. What it needs is: the ability to remember, think, automate tasks, and settle. So I broke down 'AI-Ready' into a scorecard that looks more like an engineering review (rather than a narrative slogan).
1) AI-Ready Scorecard: Four-piece set, not a single metric. Most chains in AI narratives like to use TPS, Gas, and throughput for posters. But for agents, that is the 'last mile'. What really determines whether an agent can go online are these four items: