heyi

In Which a Crypto Exec's Meme Changes My Entire Investment Thesis

Let's be real: most crypto content is unreadable. Whitepapers are designed by PhDs to make other PhDs feel inadequate. Twitter threads are either price predictions from guys with anime avatars or FUD from people who definitely sold at the bottom.

So when I saw Binance co-founder He Yi's tweet the one about CZ and high heels I almost scrolled past. Another crypto inside joke, I thought. Another thing I'm too outsider to understand.

But I clicked. And somehow, that single, ridiculous tweet chain led me down a rabbit hole that ended with me becoming a genuine, card-carrying Vanar believer.

The Tweet That Started It All

The context, for the uninitiated: He Yi shared an interaction where a competitor executive joked about (casually recruiting) talent, and when he saw a photo she sent, he replied with (flats?). Her comeback: ("Spread the word, CZ likes high heels") .

It's silly. It's human. And He Yi's commentary on it was unexpectedly profound: Peace & Love." ("Online, they fight fiercely; offline, it's all respect. These days, meetings between leaders are all Peace & Love.") .

This, apparently, is now the most beloved crypto meme of 2026 . And buried in this story was her take on Vanar.

The He Yi Thesis

In discussing the high heels incident, He Yi dropped what I can only describe as a truth bomb about Layer 1 blockchains:

"Web3 doesn't lack basic blockspace. What we truly lack is Intelligent Space."

She pointed out that every few months, a new L1 launches claiming to be faster and cheaper. But Vanar took a different approach—designing from day one for "autonomous vehicles" (AI applications) rather than just building wider highways for horse-drawn carts .

This hit me. Hard.

The Blockspace vs. Intelligent Space Realization

I'd been looking at blockchain metrics all wrong. I was comparing transaction speeds and fees like it was 2021. Meanwhile, Vanar was quietly building infrastructure for a world where AI agents need blockchains that can actually understand what they're doing .

Their stack isn't about being the fastest—it's about being the smartest. Neutron for semantic memory, storing data as meaningful "Seeds" rather than just bytes . Kayon for on-chain reasoning, actually thinking about that data . Flows for automation, turning insights into action .

I'd been looking for a faster horse. They were building the autonomous car.

The FUD Fighters Are Weirdly Passionate

Falling down the Vanar rabbit hole also introduced me to the community's... let's call them "enthusiastic defenders." There's a user on Gate.io named rtsky777 who posts with the energy of someone who's mainlined four espressos before typing:

"Those hiding behind screens smearing VANRY, baselessly FUDing Vanar, are either salty because they missed the boat or mindless followers being led by the nose by people with ulterior motives!"

It's intense. It's a little scary. But honestly? The passion comes from somewhere real. These are people who've watched the team actually build, actually ship, actually partner with real companies like Worldpay . They've seen the transition from hype-driven marketing to "quiet, intentional infrastructure building" .

The "Usage Meter" Framework

The most mind-bending part of my deep dive was understanding how $VANRY works now. It's not just a gas token anymore. It's becoming a "usage meter" —a unit that measures actual economic activity on the network .

Developers pay in $VANRY to store semantic data, trigger automations, or run inference tasks. Demand is directly tied to usage, not speculation . The token is basically a meter for how much people are using the intelligence layer.

This is the kind of boring, sustainable tokenomics that doesn't make for good Twitter threads but might actually last.

What He Yi Got Right

He Yi's observation about Vanar wasn't just marketing fluff. She saw that the team's background in gaming, entertainment, and brands meant they understood something other pure-tech founders don't: mainstream users don't care about your consensus mechanism. They care about whether the thing works and feels familiar .

The high heels meme is silly. But the insight behind it—that the industry has matured, that competition is now about product rather than attacks, that Vanar is building something genuinely differentiated—that's real.

Where I Am Now

I'm not a maxi. I don't post defense threads at 3 AM or call people "salty" for missing the boat. But I did something I rarely do: I actually tried the product. myNeutron is legitimately useful . The chain is fast—"smooth as iced coke," as one reviewer put it . The vision of "Intelligent Space" makes sense in a way that "faster blocks" doesn't anymore.

So thanks, He Yi. Thanks for the high heels tweet that made me click. Thanks for the insight that made me look deeper. And thanks for accidentally turning me into someone who actually understands why Vanar matters.

Now if you'll excuse me, I need to go upload more data to myNeutron. Kayon is waiting to judge my life choices, and honestly? I kind of need it.

@Vanarchain $VANRY #Vanar #HeYi #HighHeelsMeme #IntelligentSpace #AIBlockchain

On February 10, He Yi, co founder of Binance, shared a strong message on X that shook the crypto community.

She explained how fear spreads in different ways across the market and how this fear may actually signal a turning point.

For people who are new to crypto, Binance feels like the whole digital money world. When they see constant negative news, rumors, and fear stories, they become nervous. They step back. They wait. They delay investing because they are unsure about what will happen next.

For traders who are already in the market, confusion creates doubt. When they cannot clearly understand what is happening, many decide to sell. They take their profit and leave early, thinking it is safer to protect what they earned instead of risking more.

Even experienced investors, the early builders and long time believers who are already financially free, are not fully immune. Seeing endless foolish rumors, fake panic, and even AI powered attacks every single day can slowly damage confidence. It can make even strong believers question their decisions. Some may even think about leaving the crypto space completely.

This growing wave of fear is reflected in data. The crypto fear index tracked by CoinMarketCap dropped to an extreme low level of 5. Such a number shows deep fear across the entire market.

But here is the powerful twist.

Markets often move in the opposite direction of public emotion. When fear becomes extreme, when confidence disappears, when everyone feels uncertain, that is often the moment when the market prepares for recovery.

According to He Yi, when fear finally fades away and the noise becomes quiet, that is when prices begin to rise.

This is the cycle of markets. Fear creates hesitation. Hesitation creates selling. Selling creates lower prices. And lower prices eventually create opportunity.

History has shown again and again that the strongest rallies are born from moments of maximum doubt.

Her message is simple but powerful. Do not let loud fear control your long term vision. When panic reaches its peak, the next chapter may already be forming beneath the surface.

In crypto, the darkest moment often comes just before the brightest surge.
#heyi
$BNB

#CMEsolanaFutures #Red #REDcoin #BinanceLaunchpoolRED #HeYi
In 2024, as the tides of time surged forward, some were swept away by the storm, while others stood firm, holding their torches high against the wind. This was the year Bitcoin shattered the $100,000 barrier, proving once again that consensus will always pierce through the clouds of doubt. It was the year Trump launched Trump Coin, blending politics with blockchain in a spectacle as surreal as it was real. CZ returned to social media, taking over Labs, rebranding it YZi Labs, and remaining the ever-bullish voice on Bitcoin.

Meanwhile, Binance continued its quiet dominance—global registered users surpassed 250 million, and total spot and derivatives trading volume soared past $100 trillion. Every digit represents countless sleepless nights. Binance grew to over 5,000 employees, with 172 receiving year-end bonuses exceeding 1 million RMB, and 3,271 surpassing 100,000 RMB, with the highest reaching 10.2 million. Our goal? To reward the best talent in the market. If you have what it takes, come ride the wave.

The Bitcoin ETF ushered traditional capital into the space, turning every crypto user into an "esteemed Wall Street trader." Institutions are now woven into the fabric of crypto, becoming key players in the game. When asked what keeps me pushing forward, my answer is simple: not everyone gets the chance to be part of history. Settling for comfort, letting passion fade into routine, and passing through life unnoticed—that, to me, would be the real tragedy.

Technology can solve efficiency problems, but it cannot erase human greed. As valuable assets become scarce, the meme-driven market evolves into a chaotic, yet unshakable, stream of consciousness. Yet beyond the noise of trading, true transformation happens in the smallest moments—like an old man on the street using Binance Academy to debunk a Ponzi scheme, or a retired woman investing through Binance Earn. When we sent out the first 200 U in scholarships for a PhD program on BNB Chain with zero gas fees, it became clear: blockchain’s true power lies in serving people. Progress may be slow, but slow is fast.

To this wild era, we owe our thanks—for giving the sharpest tools to the boldest visionaries. To our community, your support and challenges have guided us forward. To Binance’s iron army, who wield code as their sword and compliance as their shield, always keeping users at the heart of it all—you are the ones lighting the path of financial freedom. And to our global users, your trust is why we exist.

As the New Year’s bell of 2025 rings, storm and opportunity remain two sides of the same wave. The fearless surfers don’t fear the wind and waves—they fear missing the moment the wave rises.

— He Yi

New Year's Eve, 2024

Finally, a New Year’s blessing from me to you: May you ride the waves of opportunity and never be afraid to chase the next big one. 🚀
$BTC
$BNB
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