Tearing Down the Big Company Filter: Can Vanar's Underlying Technology Really Compete?
Everyone often sees @Vanar posting a list of Google Cloud and NVIDIA on social media. I'll be direct, Google has collaborations with dozens of chains, which in Web3 is at most just a 'cloud service invoice', not representing unbeatable technology. What we need to look at are the unverified technological landmines behind the glamour.
1. Kayon Engine: Is it intelligence or delay?
Vanar's biggest selling point is putting AI reasoning into the chain's Kayon engine. This sounds very hardcore, but there is a fatal flaw in the underlying logic: the consensus mechanism of blockchain is inherently slow. Running complex AI computations in an environment with a 3-second block time brings about 'computational power loss' and 'logical verification delay', for which we have yet to see empirical data. If it's just an API plugin, then it is no different from other chains; if it's truly running on-chain, the performance bottleneck is its real Achilles' heel.
2. V23 Dynamic Contract: Flexible or a centralized backdoor?
The 'dynamic contract engine' launched by the V23 protocol indeed makes it convenient for developers, allowing parameter changes without redeployment. However, I want to ask: will this 'adjustable at any time' feature become a black box of authority for the project party? In the pursuit of decentralization in the blockchain world, this kind of convenience often comes at the cost of security.
In conclusion:
Vanar does indeed want to make fundamental changes, which is respectable. But this path is fraught with technical pitfalls, and its current performance is still in the 'experimental phase'. For investors, we are optimistic about its vision, but we must maintain the highest level of skepticism about its execution.
