Kurt-顺流逆流

I'm back to pick you up, brothers!

It's been a few years of playing around!
$BTC
$ETH
$BNB

The current narrative of public chains has become so intense that it causes physical discomfort. Every new project dares to proclaim itself as the 'Ethereum killer', but when it comes to actual transactions, the loading circle spins enough to make someone boil a bowl of noodles. This so-called on-chain finance, in the eyes of top traders from Web2, is simply like driving a tank in a swamp—armored but completely immobile, and that pitiful confirmation delay is the 'invisible cost' of harvesting profits.

Recently, the number #Fogo has been quite aggressive, directly compressing block time to <40ms. What does this number mean? You instinctively blink once in about 300ms, while Fogo has already jumped over 7 blocks in the instant your eyelids close. This kind of brutal aesthetics is not just running scores in a lab; it aims to replicate Nasdaq-level responsiveness on a public chain. As an old investor who has PTSD from slippage and liquidation, I know all too well what a few hundred milliseconds of tactile delay means. If Solana is still trying to catch up with 5G speed, then Fogo's near-instantaneous experience fundamentally turns the blockchain into a 'digital nerve center' of the Internet of Everything.

From the perspective of practical developers, it is indeed skilled at maneuvering the Firedancer client and multi-region consensus, almost challenging the physical limits of light-speed communication. But this is not just a technological gap; it is also a perverse squeezing of validator hardware, which is destined to be the arena for top quantitative institutions. The current @Fogo Official is like a newly completed but empty super space station, with infrastructure so strong it's ridiculous, but the chambers have yet to house a phenomenon-level species that can withstand traffic.

Rather than listening to those grand narratives filled with hot air, it's better to focus on this hard-nosed approach that can completely erase 'on-chain wear and tear'. This kind of dimensionality-reducing performance dividend is the real confidence that can lure native Web2 users in to kill (or retain) them.

$FOGO

Stop giving me those cold commands like 'transfer 0.5 ETH'. Honestly, if the end of Web3 is just making users do arithmetic problems at 0x addresses every day, then this industry should shut down early.

Current chains just crash if the intent is slightly more complex. Want to achieve 'transfer money to mom after salary + invest in BTC regularly'? Sorry, you first have to mess around with cross-chain bridges for half a day, then suffer from slippage on DEX, and finally guard against signing malicious phishing authorizations. This experience of treating users like code compilers is simply a disgrace for product managers.

I just tested the intent recognition logic for @Vanarchain this week, and this thing indeed has a bit of 'mind reading' about it. It directly welds the reasoning on the Kayon chain and Neutron semantic memory, no longer mechanically executing code, but really reading your 'human language'.

I threw a sentence to the testnet: 'After the salary arrives, transfer 30% to mom, invest 10% in BTC, and the rest goes to mining.' The system is not just idle; it automatically disassembled it in the background into: account monitoring → proportional transfer → routing investment → injecting liquidity.

As soon as the salary lands, the three operations are atomically executed; if it succeeds, it's done in one go; if it fails, it all rolls back, and I don't need to open ten webpages to sign repeatedly. When I later ask, 'How much was transferred?', Kayon can directly pull the answer from the on-chain semantic memory. This is how PayFi should look.

Although #vanar is still in the infrastructure phase, its approach of 'making blockchain an invisible smart assistant' is indeed much smarter than those chains that only know how to pile TPS. This is the dimensionality reduction strike that allows ordinary people outside the circle to understand and dare to enter the market.

$VANRY

I looked at the roadmap for 2026 with @Vanarchain today, and I feel it is going to push Web3 into the "fully automated cruising" era. If previous public chains were just a cold bookkeeping tool, then the 2026 Vanar is going to equip itself with a brain and limbs, allowing complex on-chain operations to achieve "zero brain intervention".

What excites me the most is Axon. This is not just a simple automation script; it is truly a "autonomous decision-making center". Imagine that your on-chain Agent is no longer a wooden figure that moves when you poke it, but can analyze market trends and assess RWA asset risks by itself through Kayon's deep reasoning, then execute directly on-chain. This is true decentralized intelligence, not just a demo wrapped in an AI shell.

Flows transforms this intelligence into an "industrial-grade assembly line". Previously, to create complex DeFi combinations or supply chain finance, we had to write a bunch of cumbersome contracts. Now, through this workflow orchestration platform, complex business logic can be visualized like building blocks. Coupled with Semantic IDs, the chain no longer only recognizes that cold address starting with 0x; it can understand your intentions and behavioral preferences while keeping privacy tightly locked. This is not just a technical upgrade; it is reshaping the underlying logic of human-computer interaction.

#vanar The most grounded is still the explosion of PayFi. When payments, settlements, and RWA seamlessly connect through AI automation, Web3 can truly bid farewell to the "small circle self-entertainment".

AI automation is definitely the biggest trump card of 2026, which will completely reshape the Web3 user experience and application boundaries! Which feature are you most looking forward to below:

1. Axon's autonomous agents or Flows' industry-level automation implementation?
2. Where do you think PayFi will explode first?

$VANRY

#非农意外强劲 BTC's rebound from the evening of the 6th formed a volatile space, which was broken during the drop at 11 a.m. yesterday. I guess many shorts will enter the market to short at this position.

Let's take a break at this position; there's nothing much to do now. This single K-line pull-up followed by a double bottom probe feels quite frustrating no matter how you look at it. Brothers, less action is better than more action.

On the contrary, altcoins will fly when BTC is sideways or rising. Personally, I feel that altcoins are somewhat uncontrollable, presenting better opportunities.

Thanks to the project party #Plasma for the warmth sent during the bear market; this is my biggest income during the bear market 😎😎

Today I reviewed the on-chain data: DeFi TVL is about $2.7B, stablecoin market cap is $1.8B (USDT dominates 76%+), and bridging TVL reaches as high as $6.4B (Native $4.5B mainly). The price of XPL tokens is about $0.08, and FDV is about $800M-$840M.

What does this data indicate? TVL has stabilized at $2.7B+ after being halved from a peak of $5B+, and even with incentives cut by 95%, it still maintains nearly $2B in stablecoin supply, proving real payment demand rather than pure farming; however, DEX volume is low (only about $10M in 24h), and on-chain income is very thin, resembling a "stablecoin highway" rather than a comprehensive DeFi hub. After the token's 80%+ crash, valuations are trending reasonable, but there is a lack of new narratives, and the risk of a major unlock in 2026 is high. If stablecoins maintain above $2B+ and push for payment innovation, there is still rebound space; otherwise, it will continue to grind the bottom.

@Plasma , as a stablecoin native L1, launched with over $2B in liquidity, and the first week saw TVL surge to over $5B, becoming Aave's second-largest market. Zero-fee USDT transfers and EVM compatibility are very practical, attracting real demand.
However, current growth has slowed down, and fees/income are sluggish, with network activity mainly focused on transfers, lacking diversified applications like derivatives/RWA;
XPL has been weak after crashing from its peak, and mindshare is declining, with a major unlock potentially exacerbating selling pressure.

In the face of these issues, the next moves from the project party will be crucial:

👉 In light of the massive token unlock in 2026, does the project have specific plans to alleviate selling pressure through buybacks, burns, additional lockups, or stronger ecological incentives to maintain community confidence?

👉 Although current TVL is stable, growth has slowed down. How can Plasma accelerate non-transfer DeFi applications beyond stablecoin payments?

$XPL

Today I really had no words when I saw this picture, several AIs unanimously told me: “Just walk over”

I guess their reasoning is that it's close by, no need to drive, right? 🤪

Going to wash the car, if you don't drive there, are you supposed to carry the car over to wash it? This kind of mechanical, formulaic response is simply absurd.

This is like our usual experience with AI; when people are at a loss for words, they really do end up laughing.

Only Gemini responded with: “Drive there.” Only it seems to think like a real person—it's not fixated on the “50 meters” physical distance, but rather understands the real intention through context: the act of washing the car inherently includes the premise that “the car must be present.” This is not called nitpicking; this is called understanding human nature and the situation.

As a retail investor, I find that the public chain track in Web3 also faces the same fragmentation. Most chains are like those 8 AIs that can only solve math problems, rigidly executing “storage + transfer,” and can never provide solutions that go beyond preset logic.

However, the @Vanarchain I’ve recently delved into was born from its genes to solve this kind of “rigidity”—it’s AI-native. It has two “killer features” that excite someone like me, a technological idealist:

Neutron is its semantic memory layer, capable of compressing chaotic data into soulful “Seeds,” allowing the chain to remember context like Gemini;
Kayon is the reasoning engine on the chain, no longer fixated on cold code rules but capable of making autonomous decisions.
When the Agent starts automatically handling assets, and PayFi achieves intelligent settlement, I realize that #vanar has already jumped out of the “only able to walk” initial stage; it is preparing a thinking brain for Web3.

If even something as trivial as washing a car can lead most AIs offbeat, then regarding the future of Web3 involving real money, I would definitely choose a chain like Gemini that “understands intention.”

Vanar has taken an unconventional path because it understands: the infrastructure of the future shouldn’t just be a cold ledger but should be an intelligent entity that understands human nature.

Finally, I pose a question for everyone to consider:
If a chain's Agent faces the request “help me transfer assets from chain A to chain B while avoiding high Gas fee periods and ensuring compliance with RWA requirements,” will it mechanically respond like most AIs with “manual operation step by step,” or will it be better at reasoning out a complete path, executing automatically, and even predicting risks?
$VANRY

Brothers, I have also recovered. Is this wave $AXS really a bottom fishing? Can you grant me a big bullish candle today????☝️☝️☝️ Brothers and sisters, please be gentle with the smashing, I want to eat meat, I want to earn some New Year money.🫶🫶🫶🫶🫶🫶🫶🫶

Shorting can only earn double, but going long has unlimited potential. Thanks to the project team of #Plasma for the creator activity rewards, I have bottom fishing funds again. I want to make a good comeback in this wave, I can, and you can too, brothers!!🙏🙏

Look at the K-line chart of XPL, although the 1H looks like it's at the peak of this rebound, I believe I can see it at an even higher peak.

After all, if you think about it carefully, we really need a WEB3 WeChat/Alipay in the stablecoin field to solve the pain points in real life. What it does happens to meet these needs:

① It’s a typical “ledger in branches, settlement in the head office.” When you buy a cup of coffee or pay a bill on the sub-chain, the TPS is extremely high and almost zero fees. This kind of experience is called “normalization.” Otherwise, if the transfer fee is more expensive than coffee, who would use it?

② Storing stablecoins, safety is paramount. Plasma ensures that even if the sub-chain nodes collectively “crash” or want to default, you can still rely on the mainnet’s exit mechanism to get your money back. This “non-custodial” attribute provides the most ideal technical promise for large payments.

③ Unlike Rollup stuffing all ledgers into Ethereum, Plasma only retains the most critical “snapshots” which can maintain extremely high cost advantages.

However, whether we can reach a higher peak still depends on whether the following two points can be realized:

① @Plasma One bank card has opened global delivery, can the actual daily active merchants in the Middle East and Southeast Asia and the monthly transaction volume under non-subsidy conditions continue to grow in 2026?

② In September, a massive amount of tokens accounting for over 60% of the circulation will be unlocked. Will the actual transaction fee repurchase and destruction volume cover this ‘multiplicative’ selling pressure?

The above is only my personal analysis and does not constitute investment advice.

$XPL

Watching BTC climb back from the deep pit of $60,000 to $70,000 is indeed a heart-stopping roller coaster. But compared to the market, I'm more concerned about those developments that can truly integrate technology into practical use—like the recently stable #Plasma , where the market is stagnant but showing some signs of breakthrough~~~

The current Plasma is like building a "free high-speed train station" for stablecoins.

Plasma's mainnet has been live for almost half a year, relying on PlasmaBFT, with USDT transfers directly entering the "instant + zero fees" era. This is not a facade of the project team burning money to subsidize, but a dividend of architectural innovation. Sending USDT is as smooth as sending a WeChat red envelope, and those heart-stopping days of watching the Gas Tracker are gone.

The underlying health is still quite robust. A quick look at DefiLlama data shows that TVL remains at $2.87 billion, with established miners like Aave and Pendle clustering here. Especially as the market cap of stablecoins is about to break $2 billion, with USDT accounting for over 70%. This indicates that large funds are not foolish; everyone sees this as a high liquidity "safe haven."

@Plasma One has packaged complex on-chain protocols into a "mobile banking" experience: over 10% annualized returns, cross-border remittances to more than 150 countries, and even 4% cashback on spending. It is bringing 75,000 seed users, taking stablecoins from the small circle of exchanges to the streets of Southeast Asia and the Middle East.

However, we also need to face the following issues:
1. What is the main source of funds for cashback and yield? Is it protocol fees, XPL inflation, or other ecological income?
2. If trading volume/TVL growth slows down, will there be adjustments to the cashback ratio or yield levels?

Technical idealism is not about writing PPTs, but about enabling everyone to enjoy financial freedom seamlessly. Plasma's current layout is transforming stablecoin payments from a "niche geek toy" into a "global financial foundation."

$XPL

Is this right?

Brothers, help me see if I have really bottomed out?

The bottomed out on the 6th has casually gone over 40%, right?

The bottomed out on the 5th has grass over a meter tall on its grave now.

The timing in this market is very important! Either you are awesome, or you are an idiot!

This message is sponsored by #vanar @Vanarchain $VANRY

Vanar Chain is currently the only Web3 L1 blockchain that is natively designed for AI workloads from the underlying architecture, directly upgrading 'programmable' to 'intelligent'.

Ultra-low and stable Gas fees (fixed at $0.0005), 3 seconds block time, PayFi + RWA + high concurrency in entertainment, top-tier collaborations with Mastercard/Google Cloud/Worldpay, and the mainnet launch is imminent, making it one of the most undervalued practical infrastructures in the era of AI agents.

How to play Seedance 2.0? Has anyone played it?

With just one yuan for Dream Payment, can you make your own bizarre video?

#全球科技股抛售冲击风险资产