Aurex Varlan

He estado mirando a Fogo de la misma manera que miro cualquier nueva Capa 1 que afirma “rendimiento”: no me importa el eslogan primero, me importa el bucle de dinero. Porque la velocidad es genial, pero la velocidad sin un lugar para que el valor aterrice generalmente se convierte en un gráfico que sube y luego se desvanece.

Lo que Fogo está tratando de hacer me parece bastante claro. Están construyendo una Capa 1 de alto rendimiento que utiliza la Máquina Virtual de Solana, y siguen dirigiendo la historia directamente al comercio y a DeFi en tiempo real. No trading de “algún día”. El tipo de actividad en cadena donde un pequeño retraso cambia ganadores y perdedores. Ves los mismos números repetidos en coberturas creíbles y socios del ecosistema: tiempos de bloque alrededor de 40ms y confirmaciones rápidas, construidas específicamente para libros de órdenes, subastas y motores de liquidación.

What I keep noticing is how consistent their direction is. They’re not positioning Vanar like a chain that’s only here for traders. They’re aiming at people who don’t care about crypto words at all — gamers, entertainment audiences, brands, and big consumer communities. And the truth is, if that’s your target, you can’t build something that feels unpredictable or expensive. You need something that feels boring in the best way: stable, cheap, and simple. Their docs push this idea hard with fixed-fee thinking, and the message is basically: if an app wants to scale to millions of users, it must know what it will cost.

There’s a line in their fee documentation that sticks with me because it shows the mindset behind the whole design. "Transactions like token transfers, token swap, minting an NFT, staking, bridging will still cost … $0.0005." : they’re not trying to win by charging users more, they’re trying to win by making it so cheap and predictable that people stop thinking about fees completely.
Now here’s where I get real about it. A chain that makes fees tiny is great for adoption, but it also creates a serious challenge: if fees are tiny, then fee revenue is tiny unless usage becomes massive. So when I look at VANRY, I’m not only asking “is the chain usable?” I’m asking whether there’s a clean path where demand builds naturally and value gets captured in a way that doesn’t feel forced.

VANRY is the gas token, and it’s also tied to staking in their delegated model, so in the simplest sense, it has two jobs: power the network and help secure the network. That part is straightforward and clearly stated. (docs.vanarchain.com) The supply side is also framed clearly: beyond the genesis supply, new tokens come through block rewards. There’s an important sentence in their documentation and supporting materials that makes the emissions model easy to understand: "aside from the initial supply minted as genesis, all additional tokens will b.e generated as block rewards." : that’s basically the security and incentive engine, the part that keeps validators and delegators participating .

So yes, the protocol earns fees. The “from whom” part is simple: anyone using the chain pays transaction fees for actions like transfers, contract calls, NFT activity, staking-related transactions, and bridging. (docs.vanarchain.com) But the more important layer is what Vanar is trying to do beyond normal gas fees, because tiny fees alone don’t create a strong value capture story unless you reach enormous scale.

This is where their product approach starts to matter. Vanar isn’t only trying to be “a chain.” They keep presenting a stack of products across mainstream verticals — gaming and metaverse are the obvious ones, but lately they’ve been framing themselves more and more as a base for AI-related infrastructure as well. Their public messaging highlights things like Neutron and other components that are meant to make data more usable for applications and agents.

And what I’m seeing is that the project wants the token to capture value not only from gas, but from paid usage of products. Their own explanation around buybacks and burns is basically an attempt to answer the hardest question in crypto: “Okay, but where does real value enter, and what forces that value into the token?” Their narrative is that revenue (for example from subscription-style usage) can convert into VANRY and then be routed into things like buy pressure, burns, community treasury support, staking support, and continued ecosystem growth.

That’s the cleanest version of the value capture story they’re aiming for: not just “people need VANRY because gas,” but “people need VANRY because the ecosystem’s paid activity cycles back into it.” If that becomes real and consistent, it changes the token from a passive asset into something the system consumes and reinforces.

Now let’s talk about “where fees go” in a way that doesn’t get messy. There are two different streams people confuse all the time: issuance (new tokens created as block rewards) and revenue routing (what happens to money the system earns or collects through products and fees).

On the issuance side, the whitepaper explains the allocation of additional supply through block rewards, with the bulk intended for validator rewards, plus portions for development and community-related incentives. The document describes a breakdown where validator rewards are the main share, with smaller slices for development rewards and airdrops/community incentives. (cdn.vanarchain.com) A separate risk and disclosure-style document also summarizes VANRY’s roles across transaction fees, staking/validator support, and governance, and it reflects the same broad token utility direction.

On the revenue routing side, Vanar’s own public explanation emphasizes buybacks and burns plus ecosystem support mechanisms. That’s the “value flows” part that people care about long-term, because it’s how you potentially counterbalance emissions and make the token feel like it has a living demand engine.

Here’s the honest part I can’t ignore: the direction is strong, but the market will eventually demand proof that it’s not just a nice story. We don’t need ten paragraphs of promises — we need verifiable, repeatable events and transparent reporting. If buybacks and burns are happening, people will want to track them clearly and compare them against issuance and growth.

Staking is another piece of the value flow picture. In delegated staking, stakers support validators, validators secure the chain, and rewards get distributed back out (after validator commissions). Their staking documentation also notes that the foundation selects validators in their approach, aiming for reputable entities, which is a trust and decentralization tradeoff some people accept and others question. (docs.vanarchain.com) Either way, it tells me they’re trying to shape reliability early, even if it means not being “fully open” in the way some chains are from day one.

The reason I keep coming back to gaming and consumer verticals is simple: repeat usage is everything. Chains don’t become “real” because of one announcement. They become real when people do small actions again and again — minting, trading, moving items, claiming rewards, using apps without thinking about what chain it’s on. This is why products like Virtua Metaverse and VGN games network matter for their narrative, because consumer-driven loops can create constant activity instead of one-time spikes.

If I zoom into the “last 24 hours” token view, trackers currently show VANRY around the $0.0063 area with roughly low-single-digit millions in daily volume and a modest positive move over the day, depending on the data feed. (binance.com) That kind of movement isn’t the main story to me. The main story is whether the ecosystem is building real usage and whether the value capture loop is being executed in a measurable way.

So if I’m speaking like it’s just me watching this with clear eyes, here’s what I’d say: Vanar is trying to build a network that feels normal to normal people. That alone is rare, because most chains still feel like they were designed for insiders. Vanar’s fixed-fee direction is basically them saying “we want scale more than we want to extract.” And if their paid product rails grow, and if revenue truly cycles back into VANRY through buy pressure, burns, treasury strength, and staking support, then VANRY can start behaving like a system token instead of a speculative label.

#Vanar @Vanarchain $VANRY
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