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币圈6年老韭菜,Web3加密市场实战派 ‖ 拆解行情 ‖ 传递稳健投资观
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To be honest, after so many years of competition in the crypto space, what has actually been achieved?Ethereum has rolled from a dozen TPS to over a hundred, Solana has surged to thousands, and Aptos and Sui boast tens of thousands at times. Chains are being released one after another with TPS higher than the last, and then what? There aren't many users. Those who should not use it still won't. Where does the problem lie? It's not that the chain isn't fast enough, it's that the chain is too damn difficult to use. Think about it, a normal person wanting to play a blockchain game has to go through this process first: Download wallet → Remember recovery phrase → Buy ETH/SOL → Cross-chain bridge → Exchange for Gas token → Authorize contract → Sign confirmation → Wait for block confirmation → Finally able to play. Nine steps. Play a game for nine steps.

To be honest, after so many years of competition in the crypto space, what has actually been achieved?

Ethereum has rolled from a dozen TPS to over a hundred, Solana has surged to thousands, and Aptos and Sui boast tens of thousands at times. Chains are being released one after another with TPS higher than the last, and then what?

There aren't many users. Those who should not use it still won't.

Where does the problem lie? It's not that the chain isn't fast enough, it's that the chain is too damn difficult to use.

Think about it, a normal person wanting to play a blockchain game has to go through this process first:

Download wallet → Remember recovery phrase → Buy ETH/SOL → Cross-chain bridge → Exchange for Gas token → Authorize contract → Sign confirmation → Wait for block confirmation → Finally able to play.

Nine steps. Play a game for nine steps.
The competition in public chains is still focused on performance dimensions: TPS, finality, and the number of nodes. But these metrics are irrelevant to users. What users perceive is only one thing: frustration. Installing wallets, remembering private keys, buying Gas, cross-chain bridges. Each step is a hurdle. This is not a technical issue; it's a product issue. $VANRY addresses this product issue. Its core mechanism is not about speeding up; it's about abstraction. Users no longer need to prepare Gas fees separately, and on-chain interactions no longer require multiple confirmations through signature pop-ups. After developers integrate, users can access the application directly; all the complex logic is automatically handled by $VANRY in the background. This is not optimization; this is hiding the blockchain. Users do not need to know which chain they are using, how much they paid, or what routing they took. They only need to use it directly, just like opening any internet application. Today, the rebound of $VANRY is not a coincidence. The market is distinguishing between two types of assets: one type serves nodes, and the other serves users. $VANRY belongs to the latter. The true turning point for Web3 is not when TPS exceeds ten thousand, but when users use applications without even realizing that blockchain is behind it. $VANRY is bringing this turning point closer. @Vanar {spot}(VANRYUSDT) #vanar $VANRY
The competition in public chains is still focused on performance dimensions: TPS, finality, and the number of nodes. But these metrics are irrelevant to users.

What users perceive is only one thing: frustration.

Installing wallets, remembering private keys, buying Gas, cross-chain bridges. Each step is a hurdle. This is not a technical issue; it's a product issue.

$VANRY addresses this product issue.

Its core mechanism is not about speeding up; it's about abstraction. Users no longer need to prepare Gas fees separately, and on-chain interactions no longer require multiple confirmations through signature pop-ups. After developers integrate, users can access the application directly; all the complex logic is automatically handled by $VANRY in the background.

This is not optimization; this is hiding the blockchain.

Users do not need to know which chain they are using, how much they paid, or what routing they took. They only need to use it directly, just like opening any internet application.

Today, the rebound of $VANRY is not a coincidence.

The market is distinguishing between two types of assets: one type serves nodes, and the other serves users. $VANRY belongs to the latter.

The true turning point for Web3 is not when TPS exceeds ten thousand, but when users use applications without even realizing that blockchain is behind it.

$VANRY is bringing this turning point closer. @Vanarchain
#vanar $VANRY
Last weekend I helped my parents pay the utility bill, opened the app, scanned my face, and in three seconds, it was done.They have no idea what 'Gas' is, what 'slippage' is, or what 'cross-chain bridge' means. They only know: as long as money can be spent, that's fine. I stood there suddenly a bit dazed—what we talk about every day, 'mass adoption of Web3', has been in the works for seven or eight years, yet even 'paying an electricity bill' is still not as good as the banking app that existed 30 years ago? --- 1. The problem is not 'not fast enough', but 'the direction is wrong' Many people talk about Plasma and immediately question TPS: Is 1000+ enough? Is sub-second finality good? Is PlasmaBFT smoother than HotStuff?

Last weekend I helped my parents pay the utility bill, opened the app, scanned my face, and in three seconds, it was done.

They have no idea what 'Gas' is, what 'slippage' is, or what 'cross-chain bridge' means.

They only know: as long as money can be spent, that's fine.

I stood there suddenly a bit dazed—what we talk about every day, 'mass adoption of Web3', has been in the works for seven or eight years, yet even 'paying an electricity bill' is still not as good as the banking app that existed 30 years ago?

---

1. The problem is not 'not fast enough', but 'the direction is wrong'

Many people talk about Plasma and immediately question TPS: Is 1000+ enough? Is sub-second finality good? Is PlasmaBFT smoother than HotStuff?
Last night I worked overtime until dawn and called a special car to go home. The driver didn’t ask me, "Which route do you want to take, what navigation do you want to use, how do you want to split the fuel costs?" — I just mentioned the destination, and he took care of the rest. I suddenly thought: isn't this exactly what Web3 should look like? What are the current AI chains doing? They make users set up environments, adjust oracles, and bridge across chains. If you want to use an AI agent, you first have to become half an operations staff. This is not called AI-native; this is called AI-attachment. @Vanarchain's logic became completely clear to me yesterday. Most public chains can "run AI code," but Vanar has an "AI brain" — this is not rhetoric; it's an architectural difference. It has done a few things that other chains cannot do: First, the Neutron storage layer. A PDF contract is compressed at 500:1 and directly stored on chain, called a "data seed." Permanent, verifiable, and readable by AI itself. It's not just storing a hash pointing to IPFS; it's engraving the original document into the blockchain. Second, the Kayon inference engine. Contracts are no longer just silly conditional machines of "if this then that." It can read the original contract, understand the context, and judge whether "Clause 3.2 has been fulfilled" — then automatically trigger settlement. Third, Agentic Payments. Worldpay uses this framework for cross-border settlements, with fiat currency channels opened in 146 countries, allowing AI agents to directly access the fund pool without needing oracles or bridges. And all of this comes with a fixed gas fee of $0.0005 and a 3-second block time. Do you know what this means? It means that AI can "settle down" on the chain, not just drop by for a visit. It means businesses can move their compliance processes entirely onto the chain without breaking them into 80 off-chain steps. $VANRY in this system is not a fuel ticket; it's a cable. Starting Q1 2026, using Neutron will require a subscription fee, and using Kayon will burn tokens, with every AI inference consuming part of the circulating supply. Many people ask me: from 0.39 to 0.006, why do you still hold on? What I hold is not the token of a certain project. What I hold is "the chain that AI has no choice but to use when it truly needs blockchain." The special car driver doesn’t ask you how to go because the route is in his head. Vanar also doesn’t ask you which bridge to cross — the bridge has already been dismantled. #vanar $VANRY @Vanar
Last night I worked overtime until dawn and called a special car to go home.

The driver didn’t ask me, "Which route do you want to take, what navigation do you want to use, how do you want to split the fuel costs?" — I just mentioned the destination, and he took care of the rest.

I suddenly thought: isn't this exactly what Web3 should look like?

What are the current AI chains doing? They make users set up environments, adjust oracles, and bridge across chains. If you want to use an AI agent, you first have to become half an operations staff.

This is not called AI-native; this is called AI-attachment.

@Vanarchain's logic became completely clear to me yesterday.

Most public chains can "run AI code," but Vanar has an "AI brain" — this is not rhetoric; it's an architectural difference.

It has done a few things that other chains cannot do:

First, the Neutron storage layer. A PDF contract is compressed at 500:1 and directly stored on chain, called a "data seed." Permanent, verifiable, and readable by AI itself. It's not just storing a hash pointing to IPFS; it's engraving the original document into the blockchain.

Second, the Kayon inference engine. Contracts are no longer just silly conditional machines of "if this then that." It can read the original contract, understand the context, and judge whether "Clause 3.2 has been fulfilled" — then automatically trigger settlement.

Third, Agentic Payments. Worldpay uses this framework for cross-border settlements, with fiat currency channels opened in 146 countries, allowing AI agents to directly access the fund pool without needing oracles or bridges.

And all of this comes with a fixed gas fee of $0.0005 and a 3-second block time.

Do you know what this means?

It means that AI can "settle down" on the chain, not just drop by for a visit. It means businesses can move their compliance processes entirely onto the chain without breaking them into 80 off-chain steps.

$VANRY in this system is not a fuel ticket; it's a cable.

Starting Q1 2026, using Neutron will require a subscription fee, and using Kayon will burn tokens, with every AI inference consuming part of the circulating supply.

Many people ask me: from 0.39 to 0.006, why do you still hold on?

What I hold is not the token of a certain project.

What I hold is "the chain that AI has no choice but to use when it truly needs blockchain."

The special car driver doesn’t ask you how to go because the route is in his head.

Vanar also doesn’t ask you which bridge to cross — the bridge has already been dismantled.

#vanar $VANRY @Vanarchain
Played with the child for half an hour in 'Honor of Kings', suddenly understood what 'true blockchain games' are.Just now, the mischievous child insisted that I accompany him to play, and after finishing a game, I collapsed on the sofa thinking: if Web3 games are all like this, why worry about users? No need to memorize mnemonic phrases, no need to buy ETH to pay for gas, just click and play, then close it after finishing. He doesn't even know which cloud Tencent is using behind the scenes. Looking at today's blockchain games: set up a wallet, memorize mnemonic phrases, buy tokens, withdraw tokens, prepare gas—after a series of actions, the game time is even longer than the preliminary tasks. This is not playing a game; this is an onboarding exam. So the idea of @Vanarchain, the more I look at it, the more I feel it's the right solution. It didn't say, 'We want to bring in 10 million people' as empty talk. It just does three things:

Played with the child for half an hour in 'Honor of Kings', suddenly understood what 'true blockchain games' are.

Just now, the mischievous child insisted that I accompany him to play, and after finishing a game, I collapsed on the sofa thinking: if Web3 games are all like this, why worry about users?

No need to memorize mnemonic phrases, no need to buy ETH to pay for gas, just click and play, then close it after finishing. He doesn't even know which cloud Tencent is using behind the scenes.

Looking at today's blockchain games: set up a wallet, memorize mnemonic phrases, buy tokens, withdraw tokens, prepare gas—after a series of actions, the game time is even longer than the preliminary tasks.

This is not playing a game; this is an onboarding exam.

So the idea of @Vanarchain, the more I look at it, the more I feel it's the right solution.

It didn't say, 'We want to bring in 10 million people' as empty talk. It just does three things:
@Plasma Looking at projects sometimes feels like looking at people. Those chasing the native dogs are betting on 'running fast enough', while you are betting that 'one day everyone will need him.' This is not two styles, but two worldviews. The most ruthless aspect of Plasma is not how advanced the technology is, but that it chose the most foolish, the hardest, and the most unavoidable path. It allows ordinary people to use Web3 without needing to know what Gas is—that's the real killer feature. Insiders find it tedious because they are used to using complexity as a moat; outsiders don’t care whether you are L2 or zero-knowledge proof, they only care about 'can it be used?'. You say 'holding onto solitude can lead to prosperity,' but a more accurate statement is: you are not waiting for prosperity; you are waiting for those chasing the native dogs to discover that after running a full circle, all the settlement channels and all the payment scenarios cannot avoid the 'shovel' in your hand. By then, you won’t need to urge them forward; they will come to ask you themselves: 'Can this thing still be bought?' Time doesn’t speak; time only answers questions. #plasma $XPL @Plasma {spot}(XPLUSDT)
@Plasma Looking at projects sometimes feels like looking at people. Those chasing the native dogs are betting on 'running fast enough', while you are betting that 'one day everyone will need him.' This is not two styles, but two worldviews.

The most ruthless aspect of Plasma is not how advanced the technology is, but that it chose the most foolish, the hardest, and the most unavoidable path. It allows ordinary people to use Web3 without needing to know what Gas is—that's the real killer feature. Insiders find it tedious because they are used to using complexity as a moat; outsiders don’t care whether you are L2 or zero-knowledge proof, they only care about 'can it be used?'.

You say 'holding onto solitude can lead to prosperity,' but a more accurate statement is: you are not waiting for prosperity; you are waiting for those chasing the native dogs to discover that after running a full circle, all the settlement channels and all the payment scenarios cannot avoid the 'shovel' in your hand.

By then, you won’t need to urge them forward; they will come to ask you themselves: 'Can this thing still be bought?'

Time doesn’t speak; time only answers questions. #plasma $XPL @Plasma
The 'Hidden Costs' of Renovation and the 'Cost Maze' of Web3: Why We Need Vanar's 'All-Inclusive' Innovation?1. Renovation Revelation: When every nail is priced These past few days, I've been busy with the renovation of my new house. Yesterday, I even forgot to update my article because I was repeatedly checking the budget with the construction team. My recent conversation with the renovation company made me deeply realize what 'the devil is in the details' means. The designer casually mentioned, 'The base quotation is 200,000,' but the subsequent list unfolded like a meticulously planned financial decryption game: Demolition fee, wall renovation fee, increase in electricity and water points fee, waterproofing enhancement fee, tile laying irregular shape fee, customized background wall fee, high-altitude installation fee for light fixtures, garbage removal fee, supervision fee, material transportation upstairs fee... Each item seems to have a reasonable justification, yet together they constitute a total price far exceeding expectations. The most frustrating part is that many fees are either vaguely mentioned during initial communication or are briefly glossed over as 'calculated based on actual occurrences,' only to emerge one by one when construction begins.

The 'Hidden Costs' of Renovation and the 'Cost Maze' of Web3: Why We Need Vanar's 'All-Inclusive' Innovation?

1. Renovation Revelation: When every nail is priced

These past few days, I've been busy with the renovation of my new house. Yesterday, I even forgot to update my article because I was repeatedly checking the budget with the construction team. My recent conversation with the renovation company made me deeply realize what 'the devil is in the details' means. The designer casually mentioned, 'The base quotation is 200,000,' but the subsequent list unfolded like a meticulously planned financial decryption game:

Demolition fee, wall renovation fee, increase in electricity and water points fee, waterproofing enhancement fee, tile laying irregular shape fee, customized background wall fee, high-altitude installation fee for light fixtures, garbage removal fee, supervision fee, material transportation upstairs fee... Each item seems to have a reasonable justification, yet together they constitute a total price far exceeding expectations. The most frustrating part is that many fees are either vaguely mentioned during initial communication or are briefly glossed over as 'calculated based on actual occurrences,' only to emerge one by one when construction begins.
I've been busy with home renovations these past few days. Yesterday, I actually forgot to write an article 😂 I just contacted the renovation company and listened to them explain the cost details, with various charges that need to be paid separately and everything else needing to be calculated additionally... It gave me a headache. There are so many 'hidden costs' in life, and it's really hard to appreciate them without experiencing them firsthand. This suddenly made me understand how important what @Vanarchain is doing really is. The current Web3 world often resembles this home renovation experience—on the surface, the threshold seems low, but once you start interacting, gas fees, authorization fees, and various service charges come one after another, as if every step taken is costing money. Vanar's insistence on promoting '0 Gas' and 'cost abstraction' is like finding a renovation company that offers a 'one-price all-inclusive' deal: no tricks, no price hikes, allowing you to proceed with peace of mind. Life is already exhausting enough; why should users have to keep doing 'math problems' for on-chain operations? This kind of infrastructure that genuinely saves users' worries and can also help project parties reduce costs might just be the most practical moat for $VANRY . #vanar $VANRY @Vanar {spot}(VANRYUSDT)
I've been busy with home renovations these past few days. Yesterday, I actually forgot to write an article 😂 I just contacted the renovation company and listened to them explain the cost details, with various charges that need to be paid separately and everything else needing to be calculated additionally... It gave me a headache. There are so many 'hidden costs' in life, and it's really hard to appreciate them without experiencing them firsthand.

This suddenly made me understand how important what @Vanarchain is doing really is. The current Web3 world often resembles this home renovation experience—on the surface, the threshold seems low, but once you start interacting, gas fees, authorization fees, and various service charges come one after another, as if every step taken is costing money.

Vanar's insistence on promoting '0 Gas' and 'cost abstraction' is like finding a renovation company that offers a 'one-price all-inclusive' deal: no tricks, no price hikes, allowing you to proceed with peace of mind. Life is already exhausting enough; why should users have to keep doing 'math problems' for on-chain operations?

This kind of infrastructure that genuinely saves users' worries and can also help project parties reduce costs might just be the most practical moat for $VANRY .

#vanar $VANRY @Vanarchain
When public chains are all telling stories, only it is paving the way. Let’s talk about Plasma as I see it.Hello everyone, today I must first express my gratitude to all of you. I just took a look at the backend data, and in the @Plasma creator ranking event, our current performance is within the ranking qualification, and the Chinese ranking is also in qualification. To be honest, it's really stressful to have to hold on until the event ends on February 12th at this position. But in these past few days, whether it's up or down, my brothers have been supporting me in the comments section😭. Since everyone is supporting me so much, I also have to speak from the heart and say a few honest words. Why are we putting in so much effort for this ranking? Is it just for a position?

When public chains are all telling stories, only it is paving the way. Let’s talk about Plasma as I see it.

Hello everyone, today I must first express my gratitude to all of you.
I just took a look at the backend data, and in the @Plasma creator ranking event, our current performance is within the ranking qualification, and the Chinese ranking is also in qualification.
To be honest, it's really stressful to have to hold on until the event ends on February 12th at this position. But in these past few days, whether it's up or down, my brothers have been supporting me in the comments section😭.
Since everyone is supporting me so much, I also have to speak from the heart and say a few honest words. Why are we putting in so much effort for this ranking? Is it just for a position?
Today Binance Square has issued money again, about $150 (as shown in the picture). Since I received a reward of @Plasma , let's objectively talk about what this project is actually doing. In simple terms, Plasma solves the biggest pain point of Web3 — the gas fee threshold. Through the Paymaster mechanism, it allows application parties to help users pay for gas. This means that in the future, users can play games or make payments on the chain without needing to hold $XPL in hand, just like using Alipay in a 'frictionless' way. This kind of infrastructure that lowers the threshold is a necessary condition for users outside the circle to enter Web3. The project party is willing to invest real money for ecological incentives, which shows confidence in the landing of its technology. For friends who are interested in the payment track, this is indeed a target worth paying attention to. [Personal opinion does not constitute investment advice] #plasma $XPL @Plasma {spot}(XPLUSDT)
Today Binance Square has issued money again, about $150 (as shown in the picture).
Since I received a reward of @Plasma , let's objectively talk about what this project is actually doing.
In simple terms, Plasma solves the biggest pain point of Web3 — the gas fee threshold. Through the Paymaster mechanism, it allows application parties to help users pay for gas. This means that in the future, users can play games or make payments on the chain without needing to hold $XPL in hand, just like using Alipay in a 'frictionless' way.
This kind of infrastructure that lowers the threshold is a necessary condition for users outside the circle to enter Web3. The project party is willing to invest real money for ecological incentives, which shows confidence in the landing of its technology. For friends who are interested in the payment track, this is indeed a target worth paying attention to.
[Personal opinion does not constitute investment advice] #plasma $XPL @Plasma
Vanar Chain: Building a New Digital World of 'Universal Points Interconnection' Imagine this: you redeem airline miles for a limited edition skin of 'Black Myth: Wukong'. This seemingly fantastical idea that breaks the dimensional wall is precisely the future that Vanar Chain (VANRY) is committed to realizing—transforming scattered consumer rights (points, miles, membership levels) into freely circulating on-chain assets. Core Vision: Breaking Value Islands Currently, our digital rights are trapped in the 'data islands' of major brands, unable to interconnect, causing significant waste. Vanar's goal is to become the underlying protocol that helps brands compliantly 'go on-chain' with their rights and build an interconnected points network. By then, your fuel points might truly be exchangeable for game skins or concert tickets. How Does Technology Support This? Vanar does not just talk the talk. Its technology stack is highly targeted: 1. Designed for complex data: Its Neutron technology can efficiently process and verify rights for game skins, digital collectibles, and other assets. 2. Enterprise-level compliance channels: By partnering with Worldpay (a global payment giant) and others, it provides traditional brands with familiar compliant access paths. 3. User experience first: With a fixed low transaction fee (around $0.0005), microtransaction economies become feasible. Challenges and Outlook The road to realization will inevitably be challenging: it requires persuading giants to go on-chain first, establishing cross-industry rights exchange standards, and solving the value feedback issues of ecosystem prosperity on the $VANRY token. However, its ecosystem has already begun to take shape, such as collaborations with digital collectible platforms like Virtua. Vanar is not just a public chain; it is a crucial infrastructure investment in the future forms of digital rights. It aims to create a more liberated digital future where users truly own their value. Currently, $VANRY is providing a long-term participation window for observers who believe in this vision. #vanar $VANRY @Vanar {spot}(VANRYUSDT)
Vanar Chain: Building a New Digital World of 'Universal Points Interconnection'

Imagine this: you redeem airline miles for a limited edition skin of 'Black Myth: Wukong'. This seemingly fantastical idea that breaks the dimensional wall is precisely the future that Vanar Chain (VANRY) is committed to realizing—transforming scattered consumer rights (points, miles, membership levels) into freely circulating on-chain assets.

Core Vision: Breaking Value Islands
Currently, our digital rights are trapped in the 'data islands' of major brands, unable to interconnect, causing significant waste. Vanar's goal is to become the underlying protocol that helps brands compliantly 'go on-chain' with their rights and build an interconnected points network. By then, your fuel points might truly be exchangeable for game skins or concert tickets.

How Does Technology Support This?
Vanar does not just talk the talk. Its technology stack is highly targeted:

1. Designed for complex data: Its Neutron technology can efficiently process and verify rights for game skins, digital collectibles, and other assets.
2. Enterprise-level compliance channels: By partnering with Worldpay (a global payment giant) and others, it provides traditional brands with familiar compliant access paths.
3. User experience first: With a fixed low transaction fee (around $0.0005), microtransaction economies become feasible.

Challenges and Outlook
The road to realization will inevitably be challenging: it requires persuading giants to go on-chain first, establishing cross-industry rights exchange standards, and solving the value feedback issues of ecosystem prosperity on the $VANRY token. However, its ecosystem has already begun to take shape, such as collaborations with digital collectible platforms like Virtua.

Vanar is not just a public chain; it is a crucial infrastructure investment in the future forms of digital rights. It aims to create a more liberated digital future where users truly own their value. Currently, $VANRY is providing a long-term participation window for observers who believe in this vision.

#vanar $VANRY @Vanarchain
Farewell to Involution: How Vanar Chain Becomes a Pipeline for Introducing Trillions of 'Outside Funds'In discussions with several friends deeply involved in the market, a consensus is becoming increasingly clear: the current crypto ecosystem is trapped in a serious 'stock game' dilemma. Funds are circulating among familiar wallet addresses, narratives are becoming increasingly insular within limited concepts, like a closed system that is consuming itself more intensely. If this continues, the industry will suffocate. The way to break the deadlock lies in opening boundaries and introducing fresh water. This is the underlying logic I continue to focus on @Vanar ($VANRY) — it is not about exploring new gameplay on the existing gambling table, but rather about building a bridge that connects the trillion-level business of the traditional world with the new digital continent.

Farewell to Involution: How Vanar Chain Becomes a Pipeline for Introducing Trillions of 'Outside Funds'

In discussions with several friends deeply involved in the market, a consensus is becoming increasingly clear: the current crypto ecosystem is trapped in a serious 'stock game' dilemma. Funds are circulating among familiar wallet addresses, narratives are becoming increasingly insular within limited concepts, like a closed system that is consuming itself more intensely. If this continues, the industry will suffocate.

The way to break the deadlock lies in opening boundaries and introducing fresh water. This is the underlying logic I continue to focus on @Vanarchain ($VANRY ) — it is not about exploring new gameplay on the existing gambling table, but rather about building a bridge that connects the trillion-level business of the traditional world with the new digital continent.
Plasma: The Silent Builder and a Gamble on 'Value'In the ever-evolving, narrative-driven world of cryptocurrency, a public chain that chooses 'silence' is often sentenced to death by the market. However, Plasma is challenging this rule. It has no noisy marketing, its social media is almost silent, and the token $XPL price continues to hover at low levels, forgotten or questioned by many investors. But by delving into its ecological data and development path, you will discover a completely different 'hidden agenda': this is not a decline, but possibly an extremely focused strategic dormancy. 1. Positioning and Ambition: Not a Universal Star, but a Financial Pipeline

Plasma: The Silent Builder and a Gamble on 'Value'

In the ever-evolving, narrative-driven world of cryptocurrency, a public chain that chooses 'silence' is often sentenced to death by the market. However, Plasma is challenging this rule. It has no noisy marketing, its social media is almost silent, and the token $XPL price continues to hover at low levels, forgotten or questioned by many investors. But by delving into its ecological data and development path, you will discover a completely different 'hidden agenda': this is not a decline, but possibly an extremely focused strategic dormancy.

1. Positioning and Ambition: Not a Universal Star, but a Financial Pipeline
There is a type of project called foundation-type projects, which always look like unfinished buildings. Recently, I passed by a construction site at my doorstep that has been surrounded for several years, and there is nothing on the ground. I thought the developer had run away. It wasn't until yesterday when I asked the workers inside that I learned they had dug three levels underground and were laying the most complex drainage and power systems. "If the foundation isn't done well, no matter how high the building is, it will collapse." This sentence from the worker is simply a perfect annotation of the current situation at @Plasma . Plasma's official posts have been silent for a long time, with no roadmap and no hype. Many investors have started to complain, feeling that the project team is not taking action. But I have been watching the data from YuzuMoney and found that the engineering progress underground is surprisingly fast. $70M TVL, all real money from Southeast Asia. This indicates that it has penetrated the hardest rock layer of "cash -> digital dollars." This is a gamble between "To B path dependency" and "To C attention economy." Retail investors are looking at whether the buildings above ground are being built quickly (whether the price of the coin rises), while the project team is fixing whether the underground pipelines are working (whether the settlement goes smoothly). This kind of "dislocation" has led to the current undervaluation. The market thinks it’s “cold,” but in fact, it’s just “deep.” If in 2026, when the regulatory storm arrives, and pure air coins are cleaned out, you will find that: Those projects with the deepest foundations and the closest ties to the real economy will be the last survivors. The current $0.09 is a discount for its "not loud enough". But I am willing to pay for this kind of "depth". Because I know, a towering building rises from the ground, relying not on shouting, but on reinforced concrete. @Plasma #plasma $XPL {spot}(XPLUSDT)
There is a type of project called foundation-type projects, which always look like unfinished buildings.
Recently, I passed by a construction site at my doorstep that has been surrounded for several years, and there is nothing on the ground. I thought the developer had run away.
It wasn't until yesterday when I asked the workers inside that I learned they had dug three levels underground and were laying the most complex drainage and power systems.
"If the foundation isn't done well, no matter how high the building is, it will collapse." This sentence from the worker is simply a perfect annotation of the current situation at @Plasma .
Plasma's official posts have been silent for a long time, with no roadmap and no hype.
Many investors have started to complain, feeling that the project team is not taking action.
But I have been watching the data from YuzuMoney and found that the engineering progress underground is surprisingly fast.
$70M TVL, all real money from Southeast Asia.
This indicates that it has penetrated the hardest rock layer of "cash -> digital dollars."
This is a gamble between "To B path dependency" and "To C attention economy."
Retail investors are looking at whether the buildings above ground are being built quickly (whether the price of the coin rises), while the project team is fixing whether the underground pipelines are working (whether the settlement goes smoothly).
This kind of "dislocation" has led to the current undervaluation.
The market thinks it’s “cold,” but in fact, it’s just “deep.”
If in 2026, when the regulatory storm arrives, and pure air coins are cleaned out, you will find that:
Those projects with the deepest foundations and the closest ties to the real economy will be the last survivors.
The current $0.09 is a discount for its "not loud enough".
But I am willing to pay for this kind of "depth".
Because I know, a towering building rises from the ground, relying not on shouting, but on reinforced concrete. @Plasma #plasma $XPL
Layer1 blockchain is as numerous as the cows, and everyone claims to be fast, cheap, and capable of changing the world. But let's be honest, aren't most of them still just "transparent casinos"? Transaction records, wallet balances, everything can be analyzed clearly. With this, how can we support serious global finance? I think it's a bit dubious. So why am I particularly focused on @dusk_foundation's Dusk? Because it hits on an "Achilles' heel" that many people overlook—programmable privacy. It's not a feature, but a fundamental characteristic designed from the consensus layer. You can think of it as other chains being glass houses, secure but with no secrets; Dusk is like a fortress equipped with top-level security systems, where outsiders cannot see inside, but everything is orderly. I believe its ambitions are significant. It doesn't aim to be just a "better payment chain," but wants to become the privacy settlement layer for financial applications and Web3. Recently, observing their ecological dynamics, teams are already developing privacy DeFi and identity protocols based on their Rusk virtual machine. This is true long-termism. Holding $DUSK, in my view, feels more like holding an early ticket to the future "confidential digital economy." When the industry moves from hype to substantive applications, those who solve the fundamental contradictions will be the ones to survive to the end. #dusk $DUSK @Dusk_Foundation {spot}(DUSKUSDT)
Layer1 blockchain is as numerous as the cows, and everyone claims to be fast, cheap, and capable of changing the world. But let's be honest, aren't most of them still just "transparent casinos"? Transaction records, wallet balances, everything can be analyzed clearly. With this, how can we support serious global finance? I think it's a bit dubious.

So why am I particularly focused on @dusk_foundation's Dusk? Because it hits on an "Achilles' heel" that many people overlook—programmable privacy. It's not a feature, but a fundamental characteristic designed from the consensus layer. You can think of it as other chains being glass houses, secure but with no secrets; Dusk is like a fortress equipped with top-level security systems, where outsiders cannot see inside, but everything is orderly.

I believe its ambitions are significant. It doesn't aim to be just a "better payment chain," but wants to become the privacy settlement layer for financial applications and Web3. Recently, observing their ecological dynamics, teams are already developing privacy DeFi and identity protocols based on their Rusk virtual machine. This is true long-termism. Holding $DUSK , in my view, feels more like holding an early ticket to the future "confidential digital economy." When the industry moves from hype to substantive applications, those who solve the fundamental contradictions will be the ones to survive to the end. #dusk $DUSK @Dusk
The Double-Dancer of Transparency and Confidentiality: How Dusk Makes Blockchain No Longer 'Naked'?At the beginning, don't we all say that the core of blockchain is transparency and immutability? Everyone can check all transactions; it's fair! But recently, the more I think about it, the more uncomfortable I feel. Doesn't that mean everyone is 'running naked' on the internet? Your assets, your trading partners, your buying and selling habits—all laid bare. Is this really what the future of finance should look like? Especially now that RWA is so popular, do I really have to expose my property certificates or stock holdings so openly on the chain for everyone to see? Just thinking about it makes my scalp tingle.

The Double-Dancer of Transparency and Confidentiality: How Dusk Makes Blockchain No Longer 'Naked'?

At the beginning, don't we all say that the core of blockchain is transparency and immutability? Everyone can check all transactions; it's fair! But recently, the more I think about it, the more uncomfortable I feel. Doesn't that mean everyone is 'running naked' on the internet? Your assets, your trading partners, your buying and selling habits—all laid bare. Is this really what the future of finance should look like? Especially now that RWA is so popular, do I really have to expose my property certificates or stock holdings so openly on the chain for everyone to see? Just thinking about it makes my scalp tingle.
From SWIFT to Plasma: A Quiet Global Financial Infrastructure Revolution The pain point that has plagued the global financial system for decades is the inefficiency and high cost of cross-border payments. Under the SWIFT network, remittances take several days, incur high fees and exchange rate losses, and are particularly unfriendly to small payments. Cryptocurrency was supposed to be the solution, but Ethereum's high Gas fees make small payments difficult to achieve, and other public chains still have concerns regarding security and scalability. Plasma is targeting this core dilemma, committed to reconstructing the global remittance and settlement network. Its vision is clear: to make the cross-border flow of stablecoins (such as USDT and USDC) as instantaneous and low-cost as sending an email. Through mechanisms like Paymaster, Plasma hides the complexity and costs of blockchain from users, making the experience comparable to or even surpassing traditional bank wire transfers. In this system, $XPL is no longer just a simple "miner fee," but gradually becomes a core value carrier that supports the security, consensus, and operation of the entire network. Its long-term value will be directly linked to the real economic scale carried on-chain. True disruption often comes from meeting existing demands with ten times the efficiency. Cross-border payments are such a demand, and Plasma is paving the way for the financial tracks of the future. #plasma $XPL @Plasma {spot}(XPLUSDT)
From SWIFT to Plasma: A Quiet Global Financial Infrastructure Revolution

The pain point that has plagued the global financial system for decades is the inefficiency and high cost of cross-border payments. Under the SWIFT network, remittances take several days, incur high fees and exchange rate losses, and are particularly unfriendly to small payments.

Cryptocurrency was supposed to be the solution, but Ethereum's high Gas fees make small payments difficult to achieve, and other public chains still have concerns regarding security and scalability. Plasma is targeting this core dilemma, committed to reconstructing the global remittance and settlement network.

Its vision is clear: to make the cross-border flow of stablecoins (such as USDT and USDC) as instantaneous and low-cost as sending an email. Through mechanisms like Paymaster, Plasma hides the complexity and costs of blockchain from users, making the experience comparable to or even surpassing traditional bank wire transfers.

In this system, $XPL is no longer just a simple "miner fee," but gradually becomes a core value carrier that supports the security, consensus, and operation of the entire network. Its long-term value will be directly linked to the real economic scale carried on-chain.

True disruption often comes from meeting existing demands with ten times the efficiency. Cross-border payments are such a demand, and Plasma is paving the way for the financial tracks of the future. #plasma $XPL @Plasma
If sending a WeChat message cost 0.5 yuan in internet fees, would you still use it? — Looking at the inevitability of Plasma from the history of internet developmentMany friends born after 2000 may not know that in the late 1990s, going online was a very 'luxurious' and anxiety-inducing experience due to the 'billing worry.' At that time, we used dial-up internet with phone lines, and were charged by the minute. To save money, we would quickly disconnect after opening a webpage to read offline. The anxiety of 'constantly watching the timer' greatly limited the applications of the internet. It wasn't until the emergence of 'broadband monthly plans' and WiFi that internet connectivity became as readily available as air, and the golden age of the internet truly began.

If sending a WeChat message cost 0.5 yuan in internet fees, would you still use it? — Looking at the inevitability of Plasma from the history of internet development

Many friends born after 2000 may not know that in the late 1990s, going online was a very 'luxurious' and anxiety-inducing experience due to the 'billing worry.'
At that time, we used dial-up internet with phone lines, and were charged by the minute. To save money, we would quickly disconnect after opening a webpage to read offline. The anxiety of 'constantly watching the timer' greatly limited the applications of the internet. It wasn't until the emergence of 'broadband monthly plans' and WiFi that internet connectivity became as readily available as air, and the golden age of the internet truly began.
Stop Misunderstanding! Privacy is Non-compliant, Dusk Breaks Cognitive Barriers with StrengthHas anyone noticed a particularly interesting phenomenon? Whenever blockchain privacy technology is mentioned, many people's first reaction is, 'This must be non-compliant.' It seems that not making information public and transparent equals avoiding the rules and taking advantage of loopholes. This reflexive misunderstanding has really wronged privacy technology! In reality, the financial system is not like that at all. Not all data needs to be shared with everyone; what the system really cares about is whether the 'results are compliant,' not whether 'the process is being observed by everyone.' This is also what Dusk has been doing: using actual technology to break the spell of the opposition between privacy and compliance.

Stop Misunderstanding! Privacy is Non-compliant, Dusk Breaks Cognitive Barriers with Strength

Has anyone noticed a particularly interesting phenomenon? Whenever blockchain privacy technology is mentioned, many people's first reaction is, 'This must be non-compliant.' It seems that not making information public and transparent equals avoiding the rules and taking advantage of loopholes. This reflexive misunderstanding has really wronged privacy technology!

In reality, the financial system is not like that at all. Not all data needs to be shared with everyone; what the system really cares about is whether the 'results are compliant,' not whether 'the process is being observed by everyone.' This is also what Dusk has been doing: using actual technology to break the spell of the opposition between privacy and compliance.
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