Jennifer Zynn

A few days back, I had been sent to assist Brother Wang down his store to install the cash register system. It was an antique machine that was nearly half a decade old and it was as sluggish as a snail.
I told him, I know it is so hard to use, why not go to the latest one? Now, those aggregation payment apps can be installed within only several minutes.
As he typed on the keyboard, brother Wang smiled wryly and complained that it was not that easy. There are the data of thousands of members in my store, 3 years of accounting data, the settlement templates with suppliers, etc.
Switching to a new application can take me just a couple of minutes, but rewriting my whole business logic will mean that I will have to shut down operations half a month. I can't afford that loss.
At this point I abruptly came to the point that in the business world the highest rank competitiveness can never concern innovative accounts, but this dependence of paths that causes people to desire to flee but are unable.
This is precisely the essence of what I have got after watching the latest dynamics of the company of Plasma.
The state of the crypto market is highly unhealthy. When the main account of a project is not tweeting in three days everyone believes that it is totally dead.
The K-line must decline by 10 points, in case no new benefits are made during a week. It is an extremely expensive game of consumption of attention everyone is playing and they are all attempting to reverse the human forgetting curve by using high-frequency publicity.
In this noise, however, Plasma appears an exception, its time clock has virtually ceased to progress.
This silence, as viewed by Degen, is cold, but in my observational system, this is referred to, as the joining the foundation to a state of drying and solidifying.
We can observe clearly right now the two real variables that occur in the Plasma backend:
The first is YuzuMoney. It secured 70 million US dollars in four months in the cash dominated soil of Southeast Asia.
This is not speculative capital, which has been raised using high returns; it is the lifeblood money of local small and medium-sized enterprises, who are fulfilling their cash digitization transformation.
The second is MassPay. Plasma is put at the centre of a payment brain that is expected to grow by 286 in 2025, and reaches 230 nations.

What does this indicate?
This shows that Plasma is waging a silent creeping struggle that involves capturing merchants and consumers are naturally trailing behind.
It does not attempt to seize a home screen of your phone, instead it simply takes the default choices of the payment stack.
Similarly to the cumbersome cash register system of the store where Wang works, after the integration of the enterprise application such as MassPay, the migration cost is no longer the question of money, but the risk estimation of the general financial safety.
Such stickiness of ToB is far more certain than airdrops on the retail end.
The existing price of XPL is around $0.09x, in effect, the market is paying to be bored.
All of us are used to exponential stories and cannot accept the linear fact of adoption.
The market chastises it with new notionsless standards.
But Plasma is gambling on a germinal moment in the end of 2026: when the digitization of cash economy has really become a trend, who will be the least painful and most defaulted underlying track?
My own position is quite evident:
I do not seek that type of glitzy warmth. I appreciate the fact that once the road is fixed, it is only through it that everybody can pass by it.
Even though the process of this path dependence is very gradual, it cannot be reversed.
After the scale is done, the market will experience pressure to abandon forgetting and pursue pricing.
You need not necessarily consider using a loudest microphone.
The individual is not always the one yelling loudly in the background to alter the financial pipeline of the world, but that one is the one most worth accompanying during the silence of this time.

@Plasma $XPL #plasma

And a silent war is being fought on all the major blockchains at the time, and the vast majority of the users are losing the war against their will. The tax paid on the normal transactions by bots, searchers, and other more advanced participants involved in rearranging, front-running, and sandwich-attacking trades before settlement is the Maximal Extractable Value - MEV -. Billions of MEV were extracted by the Ethereum alone. The same will happen in Solana, in BSC, in any chain, where there is Gas-bidding: the payer will be served first. Vanar Chain checked the whole system and rejected it on a protocol level. Not with a patch. Not with a middleware layer. It is one of the easiest architectural structures that have not been challenged by the majority.
Vanar follows First-In-First-Out transactions order. FIFO. Initial transaction is the initial transaction made. There is no gas auction. No bidding on priority basis. A bot can not do anything to spend additional money and promote a transaction of an ordinary user. Such one design decision removes the whole attack surface that MEV is utilizing against other chains. In sandwich attack, the attacker has to carry out a transaction prior to and after trade with him and the victim. This cannot structuraly be performed in a FIFO chain in which the attacker is not able to predict and preempt all the other members in even this case they cannot pay to reorder. The level of consensus equalizes the playing field and not the application layer.

This is what is much more than is known by some. MEV has no perfectised research topic. It is a straight charge, that is charged on a per-swap, per-trade, per-interaction basis of the DeFi on the gas-priority ordering chains. Research has proposed that the total value MEV recovery of the chain of large scale is multi-billion range. Any user who has ever paid a poorer execution price on a DEX swap as a bot has front-run will have paid this tax. The FIFO ordering of Vanar does not solely make it have a lesser MEV, but also eliminates the structural interest of its existence. In a case where the reordering is not possible, the reordering of the bots will not be profitable. The chain is not policy hostile against extractive behavior but rather made to be aggressive.
This, with Vanar using fixed-fee system, where the transaction costs are charged depending on a fixed amount of about 1 US cent, every 100 blocks, by a protocol-level API update, would give a user of the system an environment of constant volatility of fees and no manipulation of orders. That combination is rare. One or the other is sold in most chains. Reduced charges and rectification of price of orders (Solana). Volatility commissions are reasonably priced (Ethereum L2s). Vanar presents the following: fixed costs and non-stochastic sequencing. The infrastructure-level integrity is what is desired in consumer usage and in gaming, PayFi, and any other application where fair execution is of importance.
This fairness architecture is affirmed by the consensus model because it facilitates Proof-of-Reputation which is also underestimated. Vanar does not drive off of pure Proof-of-Stake where the wealthiest validators have the win. It is not exploitative of pure Proof-of-Authority in which all is permanently held by a foundation. It employs a hybrid in which it has foundation controllable validators on Proof-of-Authority to achieve stability and then becomes community validators where they are rewarded by gaining their ability by a reputation score. The score is the sum total of the past of the stake holders, the past performance of the operations and trust of the community. The trusted operators are reputable and they have the right to safeguard the network over time. That is not the law of the plutocrats. It is the meritocracy rule- past history of reliable conduct is capital enough.

It has a methodical process of decentralization of PoA to PoR that cannot be separated even in its very form of consensus. In most cases chains that are either completely decentralized (and chaotic) are introduced or completely centralized (and with whom no one believes in). Vanar approach considers that there is a practical fact that early stage networks require stable operators to attain a stable state and mature networks require community players to form agreeable nodes. The fact is that the hybrid model will be able to facilitate the two phases without the sudden change of governance that has led to crisis in other chains. Playing games that accept input on Vanar are not capitalized agents. They are actors and create a visible that is measurable, and a resultant track record.
The given philosophy is evident in the list of the available validators at the time. Worldpay nodes Worldpay nodes Worldpay is a payment processor worth a trillion dollars. There is infrastructure of Ankr, Stakefish and Stakin. They are not speculator players as they seek to get validator rewards. They are infrastructure operators where reputation needs to be preserved and they are nodes that are running on a chain where it is clear that reputation is a factor of consensus. The architectural fit is perfect: Vanar PoR model is appealing to a kind of a validator that a system of reputation should have.
It is also necessary to understand, in the case of Vanar, how this beast is created, too. Vanar had not come out of nothing. It was developed through its foundation on Virtua, which is a platform that is premised on virtual worlds, licensed entertainment, and a digital collectibles platform. When the chain was opened, the TVK was traded at 1: 1 with VANRY. Migration is important with two reasons. First of all it implies that VANRY is not an inert community in terms of history, but a community of holders who shared one vision with another. Second, it implies that the team has already introduced products and a live community and overcame the complexity of operation of a token migration. And these are not some theorizing builders. They are the alumni of the numerous market cycles, they are the ones who have transformed into infrastructure company what was once a product company, a transition that is nearly impossible to make than most projects that have been undertaken ever.
This long term austerity is found in the tokenomics. The supply of VANRY has an upper cap of 2.4 billion. Genesis mint owned 1.2 billion that was given out in the 1:1 TVK migration. The rest 1.2 billion emission is more than 20 years block production where 83 percent of the same is on the validator rewards, 13 percent of the same on the development, and 4 per cent of the same on the community. Zero team tokens. The inflation is contained by tapping block rewards after some time. In staking, the rewards are provided after every 24 hours. There are no disincentives that are unstaked. The supply in the market is 2.29 billion and the market capacity is 14 million. These characters indicate an entirely transparent cutback emission plan there exist no unlock cliffs, no insider dumping, no venture capital bomb of the type that decores every minute and is about to detonate.
The implication of the EVM compatibility is that the developers will be in a position to reuse the available Ethereum contracts without necessarily rewriting the code. After every 3 seconds, blocks are produced. The chain operates Google cloud as a carbon-neutral system. Nexera compliance middleware is integrated with KYC/AML protocols, on protocol level. The explorer demonstrates around 194 million past transactions of 28.6 million wallet addresses. These exchanges are ranked Binance, Kraken, Crypto.Com, KuCoin, Bybit, Gate.IO, MEXC and Paribu. JavaScript, SDKs Python and Rust are supported.
Vanar uses over the base-layer the modular L1 that addresses settlement, the semantic compression of data into on-chain Seeds of the Neutron semantics and the Kayon contextual AI reasoning over it, the Axon intelligent automations and the Flows industry applications. Neither is it chain with AI attached to it. It is a chain that is developed in such a way so that not only does smartness lie in all applications but this is also an inherent quality of such applications. This compliance document (as stored as a Neutron Seed) is not a dead metadata, it is a programmable trigger, which can be reasoned by Kayon and performed by Axon. That, combined with the ordering according to FIFO, combined with the charges fixed and the consensus based on reputation, that the applications are dealt with in a fair, intelligent, predictable manner is enabled.
Such characteristics in Vanar are not the most significant. And it is concerning that one of the chains considers fairness as an engineering issue but not as a marketing slogan. Under the FIFO ordering, MEV is destroyed. Uncertainty of cost is done away with by predetermined charges. Plutocratic validation is hated by Proof-of-Reputation. Carbon neutral activities eradicate ESG protests. The protocol level removes compliance. Each of the options eliminates an obstacle that blockchain infrastructure is not trusted by real-life applications. Above each other they determine a course of action which is systematically weeding out the arguments against piling on them.
As the majority of L1s available in the marketplace competing on speed limits versus TVL vanity indicators, Vanar is competing with something much harder to duplicate, structural integrity. The chain does not create the most noisy sound of the room. It is the one which has made place in a fair manner.

@Vanarchain $VANRY #Vanar

Stablecoins have a significant role in crypto transfers which are made on a daily basis. They are used by people for transferring money without any volatile movements. Plasma concentrates on USDT with zero fees send. Deals close in under a second. This stands in accordance with the need of smooth cross-border payments. Worldwide stablecoin market caps are worth two hundred seventy seven billion dollars. USDT alone is leading at over one hundred billion dollars. Plasma does these with bridges pulling in assets. Value locked factors to two point eight seven nine billion dollars. It decreased a one point nine one percent in the last day. Stablecoins cap is currently at one point eight three six billion dollars. Seven day change has a two per cent dip. USDT has a dominance of seventy six percent. Daily exchange volumes reach seven point six nine million dollars. Fees go as high as three hundred eighty five dollars per day. Revenue is equal to fees at three hundred eighty five dollars. App revenues were thirty nine thousand nine hundred forty three dollars every day. These figures highlight a uniformity of chain operations.

Network safety is based on the XPL token. A maximum supply of ten billion tokens is achievable. Public sale was ten percent or billion token. Ecosystem takes time of forty percent to expand. Twenty five percent for years is vested by the team. Investors lock money for twenty five percent at a time. Circulating tokens are at two point one five five billion. Inflation starts out at five percent a year for validator rewards. It decreases by half a percent per annum down to three percent. Fee burns are EIP one five five nine style to trim supply. Validators use XPL while betting on sealing blocks. Holders delegate in order to get reward portions. Governance enables the votes to tweak protocols. This framework is used for connecting the tokens to the growth of the chains. Staking comes into play soon and more participants are in place.
Plasma fits in the changes of finance. Central banks issue digital currencies but stablecoins are soaring ahead. The increase in adoption occurs in places like Africa for remittance. The chain is supporting this with fast USDT handling. Bridged value, six point six seven four billion dollars Native bridged amount for four point six five five billion. Third party bridges have introduced two point zero one nine billion. Weekly exchange volumes increased twenty one point two eight percent. Seven day volumes hit hundred forty six point five four million dollars. The app fees are three hundred twelve thousand five hundred seventy five dollars on a day to day basis. These are sustain lending and yield tools. Locking in billions of value in the top protocols.

Follow main stats to see shifts. Value locked changes every day but stablecoins are constant changes. Bridge flows help to build liquidity of an app. Check periodic (weekly) volumes for patterns of activity. User trends are linked with the stablecoin expansion throughout the world. Read figures in order to direct the thoughts. Plasma makes the fees minimal for stablecoin priority. Burns are used to balance the inflation for supply management.
Security is based on staked XPL Nodes are validated by means of agreement. Inflation is an attraction of continuous stakes. Fee burns offset new tokens. Holders are direct in changing through votes. Ecosystem unlock takes place on a monthly basis. Market cap is coming in at close to one hundred and eighty million dollars. These are in support of Plasma's role in the digital finance.

@Plasma $XPL #plasma

Most block chain Layer one sell you on speed. Some sell you cheap gas. A few have as a marketing bullet point "AI integration" which has been applied to a thus far generic EVM fork. Vanar Chain did something fundamentally different -- it architected an entire 5 layer infrastructure stack where artificial intelligence is not a feature, it is the foundation. This is first blockchain that is designed in such way that every application deployed on it will be intelligent by default, not due to accident.

The distinction is critical. When other chains are talking about AI they are referring to an API call to an off-chain model and return a result back to a smart contract. The intelligence is some where else some where. One on Vanar, there is intelligence in the chain. The five layers -- Vanar Chain (modular L1), Neutron (semantic memory), Kayon (contextual AI reasoning), Axon (intelligent automations) and Flows (industry applications) -- work as one integrated system. Data enters into the chain, get compressed in the form of meaning, get reasoned over by AI logic, get automated in the form of work flows and get delivered in the form of industry-ready applications. End to end. No middleware. There are no off chained dependency of compute.
That architecture is changed "building on a block chain" mean. A developer that is working on Vanar is not putting out dumb contract, with inputs waiting. They are putting out a contract which is able to query a structured knowledge, using logic conditionally and triggering subsequent actions without a human in the loop. The result in practice is on-chain applications that learn, adapt and get better - which in reality is the positioning that Vanar is pushing on its homepage: "Transforming Web3 from programmable to intelligent."
It is the layer which should be paid special attention - Neutron. Neutron is a semantic layer of memory of Vanar. It takes raw, messy, real world data -- documents, images, pdfs, invoices, compliance files -- and compresses them down to small queryable, AI readable objects called "Seeds." These Seeds are stored in chain directly. Not on IPFS. Not behind some sort of brittle meta data link. Directly on the ledger. A property deed is a evidence which is searchable. pdf invoice is memory that is agent readable. Programmable trigger is a file of compliance document. The compression is both neural and algorithmic, to make sure that the size of the files is still manageable without losing the semantical richness of the original data. Every Seed is in Vanar's own words "a file that thinks."

This is a paradigm shift when compared to the way in which blockchains are used to handle data today. Traditional chains are used to keep records of transactions -- who sent what to whom. Vanar stores meaning. The difference is the difference between a ledger that records a payment and a ledger that knows why the payment took place, what contract it completes and what are the compliance needs to be met before the next one goes through. For PayFi applications and tokenized real world assets (RWAs), two of Vanar's main target verticals, that difference is everything.
Kayon is one level on top of Neutron and it is the on-chain reasoning engine of the chain. Whereas Neutron is a storage of compressed knowledge while Kayon is a queryer/ Reasoner. Smart contracts, Artificial Intelligence agents and external dApps can use Kayon to automate logic from a deed or record to validate compliance ahead of flows of payments executing and trigger Artificial Intelligence models to act - on-chain, no oracles, no middleware, no off-chain compute. This is not one of these marketing plays for big language models. It is structured and AI native logic which are actually built directly into the execution environment of the chain. Vanar refers to Kayon as being what is making it "the only chain that understands what it stores."
On the base layer, Vanar Chain itself works as a modular L1 that is based on an implementation of Go-Ethereum using a hybrid consensus model that is based on Proof-of-Authority and Proof-of-Reputation. The Vanar Foundation operates some of the first validator nodes using POA and the network is slowly opening up to community validators whose capacity will be determined by a reputation score -- a composite of staking history, past behavior and community trust. There are blocks that are made every 3 seconds. Transaction fee is fixed at a one us cent or so. The ordering is done on first in first out basis instead of on gas-bidding for no MEV style fee wars. Full EVM compatibility means that existing Ethereum smart contracts are deployed without too much adjusting of them.
The token that is powering all of this is VANRY which has a maximum supply of 2.4 billion. The way the tokenomics is created proves that it is thinking long term. Half of the supply went into circulation with the launch by 1:1 migration from previous TVK token (Virtua rebranded to Vanar). The remaining 1.2 billion is distributed in chunks in a period of 20 years of block production as follows: 83% reward validators, 13% reward development and 4% community airdrops and rewards. In this allocation, there are Zeroth team tokens. Block rewards go down steadily in order to stabilize the inflation by time. Staking rewards are distributed every 24 hours and there are no punishments for unstaking - a conscious decision which is helping to reduce fear based lockup behaviour and encourages rational participation.
The trust signals about Vanar is not limited to tech stack. The names of the chain's validator and infrastructure partners include Worldpay (which processes trillions annually, and have validator nodes on Vanar, calling it a chain that enables "AI-native payment systems" for low-cost, high-frequency microtransactions), Ankr, Stakefish and Stakin. Exchange listing from Binance, Bybit, Gate.io, KuCoin, MEXC, Paribu, Crypto.com and Kraken. Vanar was also working with Nexera to use compliance middleware, and run on Google's infrastructure under its carbon neutral "Green Chain" operations.
The relationship with Worldpay is worth unpacking as it is signal of where Vanar is going operationally. When you have a global payments processor with the scale of Worldpay running validator nodes on your chain and publicizing your network in their own materials as infrastructure to settle merchant transactions and micro transactions then the chain is something other than theoretical. It is in the process of being put to the test in terms of the production grade expectations. Vanar's fixed-fee model - in which transaction fees are fetched via API every 100th block, and are stable in dollar terms for the next 100 blocks, is designed just for this type of integration, in which cost predictability is non-negotiable when it comes to commerce flows.
The next product that will help to bring the stack of AI together for end users will be myNeutron - a personal AI companion that will interact with onchain applications. Users will be able to make AI agents to manage assets, assist in games and navigate through digital environments. Which early access is expected by late 2025 growing from there. myNeutron is the consumer facing version of Neutron plus Kayon architecture. If the stack works as it is intended myNeutron agents will be able to work with persistent, verifiable, on-chain memory - able to resume tasks after restarts, remember context between sessions and reason over compressed data objects without the need for off-chain storage.
The situation of the ecosystem is also important. Vanar came out of Virtua, a platform with deep roots in digital collectibles, virtual land and licensed entertainment experiences -- including mainstream partnerships like the Shelbyverse initiative powered through Roblox. That heritage is the reason why Vanar's take on adoption is not strictly DeFi focused. Gaming, entertainment, branded experiences, PayFi - they all have the same infrastructure. The 3 second block times and fixed sub-cent fees of this chain is not some technical spec: it is a direct response to the UX requirements of real-time gaming and consumer payments: even small levels of friction results in immediate user dropout.
What makes Vanar's position unique in the current Landscape of L1, is the fact that it's not competing on one dimension. It is not fast chain or cheapest chain or A.I. chain. It is an integral infrastructure stack, which has been designed as one design problem based on the concepts and principles of speed, cost, intelligence, and sustainability. What this means is that the 5-layer architecture means that applications deployed on Vanar inherit capabilities -- semantic storage, AI reasoning, automation -- that would take months of custom integration on any other chain. For developer developing into the PayFi, tokenized RWAs, gaming or AI agent workflows that avails of integration is doubled by every layer of complexity their application needs.
The current market price of VANRY is approx. $0.006, market cap approx. $14M, and a supply of approx. 2.29 billion. Those numbers put Vanar squarely in small cap territory -- that's the territory in which the discrepancy between what the technology promises and what the market recognizes are the widest. Whether or not that gap is closed is based on execution: Real transaction volume through Worldpay integrations, real user engagement through myNeutron and real developer activity building on the Neutron-Kayon stack.
Vanar is not even making the attempt at playing the attention game. It is trying to win the infrastructure game -- making Web3 applications intelligent at the protocol level so that the next generation of digital finance, entertainment and commerce can run on rails that think, not just execute.

@Vanarchain $VANRY #Vanar

I recall at the end of last month, when the price of gold was around five thousand, silver was still at one hundred.
Now gold has come back, but silver is only about seventy.
In the present macro cycle, the craze for precious metals is understood by many as an 'opportunity for the common people.'
But the flip side of the coin is extremely cruel: If gold is the "lifebuoy" which is being prepared by central banks all over the world for the collapse of the fiat currency system, then silver is the "liquidity trap" which is being dug by big capital for anxious retail investors.

Hedge of sovereign credit
The great wave of gold this time is actually not 'speculated' but rather a 'great migration' of global reserve assets.
When the global central banks begin to hoard gold in the tens of tons per month, what they are doing is fighting the credit erosion of sovereign currencies.
For us ordinary people, professional gold value is in its low beta attribute.
Although it does not generate interest, the stability that gold has shown as an asset in extreme turmoil is indistinguishable by any other asset.
The pricing power of gold is given to the central banks and high financial institutions and its trend is decided by the 'open card' of the macro games.
When we participate in gold, even if we buy at a temporary high point, what we have is also an asset with wide fluctuations, with holding costs and psychological pressure totally within a controllable range.
This is a 'preservation gift' to us ordinary people by the macro cycle.

The Overestimated 'gold-silver ratio'
The reason why silver has become the harvester in this wave is that it gives ordinary people a deathly psychological hint: it is still very cheap.
There is a popular story in the market called 'gold-silver ratio repair' that has been going on for some time.
Speculators are watching the historical ratio of prices of gold and silver and believe that if gold is expensive, then silver will surely rebound.
But the reality is this: the monetary attribute of silver is being dismembered by its industrial attributes.
The scattered pricing power: Don't be fooled by all being bulk precious metals, the market depth of silver is far inferior to that of gold. This means that a little bit of leveraged funds can cause violent fluctuations.
The strangulation of dual attributes: Gold is a pure substitute for currency and silver is a half financial and a half industrial. When the expectation of economic recession is on the horizon, gold increases because of safe-haven demand and silver may decrease because of reducing industrial demand. This 'attribute tear' easily causes ordinary retail investors to get confused in the logic of judgement.

Liquidity traps and the 'invisible scythe' of physical costs
Ordinary people buying silver do not consider the friction costs in the transaction.
The loss of value of gold in terms of currency is very low and circulates in the world.
However, the premium on physical silver typically comes to 10%-20%, and the discount at repurchase is similarly astounding.
This means that at the moment you purchase silver bars, the silver price is going to need to increase more for you to just break even.
More of the secretive harvesting takes place in the derivatives market.
The high volatility of silver is a natural 'harvester' to institutions.
In the case of silver TD or futures trading, a 3% intraday fluctuation coupled with leverage is sufficient for most retail investors to be liquidated before the onset of the major upward trend.
This aspect of 'high leverage, high volatility, low depth' makes silver an excellent tool for capital to trade off the emotions of retail investors.

Accurate hunting of class psychology
This is a hunting operation on 'poverty anxiety'.
Gold: Participants tend to be risk-averse people who are looking for 'protection'.
Silver: Participants are often those with little capital that seek 'redemption'.
Harvesters exploit this underlying psychology of 'seeking speed, seeking cheapness and seeking high elasticity'.
The rise of gold is a smooth transfer of assets, while the violent waves of silver is almost the transfer of social wealth - from those who can not afford gold and try to make class leaps with silver, to those top arbitrageurs who can cause chaos and control the stories.

Some increases are initially meant to attract the enemy deeper.
In the face of the tide of the macro, what ordinary people should do is to recognize their position.
Gold is a shield, and however heavy, can save lives at the most critical moment; silver is a two-edged sword, and however light, and seemingly sharp, in the hands of a person without combat skills, the possibility of harming himself far outweighs the possibility of harming others.
Do not jump on to a beautifully decorated but structurally weak 'fast boat' just because you think the 'ark' ticket is expensive.
In this era full of games, the most obvious consciousness is: some dazzling glimmers in the market are designed to lure you to a predetermined battlefield.