I’ve been staring at this Vanar thing for hours and I can’t decide if it’s actually interesting or if I’m just deep in late-night crypto brain mode again.
On one hand… it doesn’t feel like one of those random L1s that pop up, raise money, scream about TPS and disappear. It actually has roots. Virtua wasn’t some yesterday launch. They’ve been around. They did brand deals. Real ones. And brands don’t just jump into crypto unless someone convinced them properly or hid the scary parts well.
That part sticks with me.
Because most chains feel like empty malls. Big infrastructure, no shops inside. Vanar at least has some shops already. Gaming stuff, metaverse stuff, AI sprinkled in. Whether anyone’s actually shopping there consistently… different question.
The whole “3 billion users” line though… every time I read that I kind of sigh. It’s like when every startup says they’re building the “Uber of X.” It sounds massive but also vague. Still, I get what they’re trying to do. Regular people don’t care about nodes or validators or decentralization philosophy. They just want something fun. Or useful. Or profitable.
And honestly? That angle makes more sense than another DeFi-heavy chain trying to fight Ethereum. That battlefield is brutal. Like trying to open a new coffee shop right next to Starbucks and thinking people will switch because your cups are 3% thicker.
But here’s where I get stuck.
Web3 gaming already burned a lot of trust. Play-to-earn turned into grind-to-dump. Everyone farmed tokens and left. If Vanar’s gaming network ends up being that again, it won’t matter how clean the infrastructure is. Gamers can smell financialization disguised as gameplay from miles away.
At the same time… if they actually focus on making games fun first and tokens second, that’s interesting. It’s harder. Way harder. But maybe smarter long term. Or maybe I’m giving them too much credit because I want something in this space to actually work.
And the metaverse piece… remember when that word was everywhere? Now it’s almost embarrassing to say out loud. But Virtua kept building anyway. That’s either stubborn commitment or quiet confidence. Hard to tell.
VANRY is the other thing floating in my head.
Every chain token says it has utility. Staking, gas, ecosystem payments. Cool. The question is always the same though — are people using it because they need it, or because they think number go up? Big difference. If most of the activity is just traders flipping, that foundation gets shaky fast. I’ve seen that movie too many times.
I don’t hate it though. That’s the weird part. I expected to dismiss it quickly.
Instead I’m just… watching it.
It feels like they’re trying to build their own little gravity field instead of fighting the main L1 wars. Not trying to out-Ethereum Ethereum. More like carving out a digital entertainment corner and saying, fine, we’ll build here.
Ambitious. Risky. Kind of refreshing.
But also crypto has a way of making decent ideas look genius in bull markets and stupid in bear markets. Timing messes with perception. Maybe if we were mid-hype cycle I’d be more excited. Or maybe I’d be more suspicious.
The AI angle is there too, of course it is, everyone has an AI angle now. I can’t tell if that’s meaningful integration or just narrative stacking. Could be either. Probably depends on execution, which is the most boring answer but usually the right one.
I keep coming back to this feeling that it’s not vaporware… but it’s also not proven. It’s in that middle zone. Like a restaurant that’s been open long enough to not be a scam but not long enough to be a landmark.
Maybe that’s why I can’t fully lean bullish or bearish.
I’ve been wrong before. Plenty. I’ve faded projects that later ran 10x. I’ve bought “sure things” that bled slowly for months. So I don’t trust my instincts as much as I used to.
Right now Vanar just sits in that mental watchlist drawer.
Not aping. Not ignoring.
Just… observing. And yeah maybe I’m overthinking it because it’s 1am and charts have melted my brain again.
