In the first two articles, we discussed the technology and ecology of Vanar Chain, which helped clarify what it 'wants to do' and 'how it is doing it.' But as a token in a real market, how has VANRY performed? In the current market conditions, how should we view its future? Today, I will discuss this more practical topic by combining some market data, community sentiment, and my personal analysis.
Current Market Overview: Price, Data, and Sentiment
Price and Recent Performance:
Entering February 2026, VANRY's price is around $0.0066 to $0.007, in a state of short-term consolidation. Looking back, it had a nearly 20% weekly increase in January 2026, when the market's focus was on its brand upgrade's new narrative and the resurgence of community enthusiasm. However, like the entire crypto market, it faced correction pressure afterward. From its historical peak, it remains a considerable distance from the approximately $0.382 reached in March 2024. This reminds us that it is still a highly volatile asset.
On-chain Basic Data:
There are a few data points I think are worth noting:
Token Supply: The total supply is 2.4 billion tokens, with a circulating supply of approximately 1.96 billion, which accounts for over 80% of circulation. This means that most tokens have already been released to the market, and future prices will be relatively less affected by new unlocking pressures, with the focus shifting more directly to the actual usage demand of the ecosystem.
Holder Distribution: The number of holding addresses exceeds 7,500. From the holding structure, there is a certain degree of concentration, with the top five addresses holding more than half of the circulating tokens. This structure is relatively common in early projects; the benefit is that the project party can dominate ecological construction, but the downside is that the actions of large holders may significantly impact market prices. As an ordinary participant, this is a risk point that needs attention.
Community and Technical Sentiment:
In communities like Binance Square, I see a significant discussion about VANRY. The core discussion focus is no longer 'Is it a vaporware?', but is more specifically around the practicality of its AI infrastructure (Neutron, Kayon), the prospects of cooperation with companies like Sony, and its progress in the gaming/PayFi field.
Technical analysts are focusing on some key price levels. For example, $0.0065 is generally seen as a recent key support level, and if it breaks, it may open up deeper adjustment space; while the upper resistance is in the $0.0078 to $0.0085 range. Additionally, some indicators show that it is currently in an oversold area, which may suggest the possibility of a technical rebound in the short term.
Finding Position in Competition: The Uniqueness of Vanar
In the star-studded Layer 1 and AI+ blockchain sectors, what does Vanar rely on to establish itself? I compared it with several commonly mentioned competitors.
Compared to Bittensor (TAO): Bittensor is more like a decentralized AI model market, focusing on coordinating and incentivizing the creation of 'brains' (machine learning models). Vanar's positioning is to provide the infrastructure layer that supports these AI applications, offering rapid on-chain 'memory' and 'reasoning' services. One focuses on the model itself, while the other focuses on the environment in which the model operates.
Compared to Fetch.ai (FET): Fetch.ai focuses on developing autonomous 'agents' that can perform specific tasks. Vanar can be understood as providing a stronger and more 'knowledgeable' home (on-chain native AI capability) for these agents, allowing them to work more reliably.
I believe Vanar's core selling point lies in its 'integrated stack.' It packages high-performance blockchain, massive data storage, and AI inference engines together, and reduces the threshold for developers through EVM compatibility. For teams looking to quickly build intelligent applications, especially those coming from the Ethereum ecosystem, this could be an attractive 'one-stop' choice.
Looking Ahead: Opportunities and Risks Coexist
Several potential driving factors I am optimistic about:
Launch of AI Subscription Model: The paid use of AI tools starting in Q1 2026 is the first test of its real demand-creating ability. If there can be a stable income stream combined with a buyback and burn mechanism, it will fundamentally improve its token economic model.
Substantial progress in major collaborations: If the case with Worldpay can be scaled to more enterprise clients, it will bring continuous and predictable on-chain transaction volume and data demand. Any substantial product landing with consumer giants like Sony could become a catalyst for igniting market attention.
Eruption of Ecological Applications: Whether it's games, the metaverse, or other innovative applications, as long as there is one that can attract a large number of users, it can pump the entire VANRY economic cycle into operation.
Risks and Challenges to Watch Out For:
Macroeconomic Market Risk: The entire cryptocurrency market is still greatly influenced by macroeconomic factors and policies, making it difficult for VANRY to stand alone.
Technical implementation did not meet expectations: The promise of 'AI native' is grand, but ultimately needs to be proven by specific, usable applications. This is a process that requires time and patience.
Intense Competition: The Layer 1 and AI blockchain sectors are already a red ocean, with giants and newcomers alike. Vanar needs to continuously maintain its advantages in technological innovation and ecological operation.
My Personal Summary
After this period of in-depth research, my view of VANRY has gradually become clearer. It is by no means a perfect, risk-free investment target, but it does exhibit characteristics of a differentiated project with a clear path and a pragmatic attitude.
It does not try to be the purest in decentralized ideology, but rather places 'user experience' and 'developer-friendliness' at a high priority. It does not just talk about disruption but starts from solving practical business problems (like payment disputes) and integrating into existing entertainment forms (like games).
Therefore, regarding VANRY, I feel it should not be viewed through the lens of short-term speculation. Its value realization is more likely to be a medium to long-term process that accompanies the gradual growth of its ecosystem, the widespread adoption of AI tools, and the fruition of business collaborations. Its price will continue to be influenced by market sentiment and Bitcoin's trends in the short term, but what will determine its long-term height is the real activity of those on-chain 'smart' applications.
I will continue to observe, focusing on the adoption data of its AI services, dynamics of new partners, and whether there are signs of phenomenally successful applications emerging within the ecosystem. In the fast-iterating laboratory of the crypto world, Vanar Chain is undoubtedly conducting an interesting and ambitious experiment, and the results of this experiment are worth our continued tracking.
