Recently, whenever Web3 is mentioned, the names Google Cloud and NVIDIA flood the screen. But I want to remind everyone that in the Web3 space, the least valuable thing is the word 'collaboration'. The list of collaborations from Google Cloud is endless, ranging from Solana to a bunch of unheard-of small chains. If you see a name and want to rush in, it's no different from gambling in a casino.
Today we won't look at advertisements; let's directly examine the framework of this chain.
1. Don't be fooled by 'cloud collaboration'
To be honest, Google Cloud collaboration does not mean Google investment; more often it simply means that this chain is a major customer of Google, having purchased their servers and node services.
Vanar should truly be examined not for whose cloud it uses, but for its claim of "low-latency asset transfer" in the V23 protocol. If Google's technology involvement is merely to host a few nodes, then this is no different from other public chains. What we need to see is whether it can leverage Google's data retrieval capabilities to solve the efficiency problem of on-chain asset big data indexing. If it can't achieve this, then the Google brand is just an expensive sticker.
2. NVIDIA Inception: Is it technical support or a membership ticket?
NVIDIA's Inception program is more like a startup incubator. Obtaining this ticket means you qualify for cheaper computing power and have a technical window for consultation, but it does not mean NVIDIA will help you develop the underlying technology.
The most touted Kayon AI engine from Vanar has a core logic of running AI inference on the blockchain. This is technically very contradictory: blockchain requires security and synchronization, whereas AI demands speed and concurrency. If Kayon cannot solve the delays caused by the consensus mechanism, then even with strong GPU computing power behind it, the results may only be mediocre. This is also the most doubted aspect in the market, after all, many have drawn big plans for "on-chain AI," but few have executed them well.
3. The ambition and pitfalls of the V23 protocol
The V23 protocol aims to solve the "translation" problem of assets across different environments, which is indeed a high vision. It wants to enable game equipment or RWA property certificates to be used across borders.
However, there is a fatal risk here: the "fairness" of metadata mapping. If the standards for translation are controlled by a few verification nodes, isn’t this a form of centralization? A public chain that is supposed to support enterprise-level applications must find the perfect balance between "efficiency" and "decentralization"; otherwise, the so-called asset migration may ultimately be a disaster of logical collapse.
Uncle's summary:
Vanar is indeed on a very promising track; it understands what the public wants and what giants prefer. But once these halos fade, can its underlying technology support such a grand ambition? Currently, the lab data looks impressive, but the practical performance remains to be observed. We are optimistic about its entry point, but we must maintain the highest level of skepticism regarding its technological implementation.
$VANRY #Vanar #VANRY #V23 #Kayon
