When I look at @Fogo Official , I don’t really start with the word “performance.” Everyone says that. It almost loses meaning after a while.
What stands out more is the choice to build a Layer 1 around the Solana Virtual Machine. That tells you something about priorities. Instead of designing a brand-new virtual machine and asking developers to adapt, they kept the execution environment familiar.
You can usually tell when a project is trying to reduce friction quietly rather than make noise. If someone already knows how the Solana VM behaves — how programs run, how accounts are structured — stepping into Fogo doesn’t feel like learning a new language from scratch. It’s more like walking into a different workshop that uses the same tools.
That’s where things get interesting.
Because once the execution layer is familiar, the focus shifts. The question changes from “can this process transactions quickly?” to “how does the network behave under pressure?” Performance stops being theoretical and becomes operational. It’s about consistency. About how the system handles real usage, not just benchmarks.
It becomes obvious after a while that familiarity can be a strategy. Not everything needs to be reinvented to move forward.
#fogo seems to sit in that space — using a known engine, adjusting the surrounding structure, seeing how far it can go.
And maybe that’s the real experiment, still quietly running in the background.
La gouvernance d'Uniswap vote sur une proposition d'activation des frais de protocole sur tous les pools v3 restants et d'expansion des frais à huit autres chaînes. Le contrôle temporaire, maintenant en direct sur Snapshot et devant se conclure le 23 février, propose d'activer les frais de protocole sur les déploiements v2 et v3 sur huit chaînes supplémentaires, y compris Arbitrum, Base, Celo, OP Mainnet, Soneium, X Layer, Worldchain et Zora.
You can usually tell what a blockchain cares about by the trade-offs it makes early on.
Some focus on flexibility. Some on compatibility. Some on governance experiments. @Fogo Official seems to care about performance first. Not in a loud way. Just structurally.
It’s a Layer 1 built around the Solana Virtual Machine. That choice alone says a lot.
The Solana VM — the execution engine behind Solana — was designed with parallelism in mind. Instead of pushing every transaction through a single narrow path, it allows multiple transactions to run at the same time, as long as they don’t conflict with each other’s state. It sounds simple when you phrase it like that. But in practice, it changes how a network breathes.
Most older systems process things more sequentially. One after another. Safe, predictable, but limited. With parallel execution, the assumption shifts. The system asks, “Do these transactions actually touch the same data?” If not, why wait?
That’s where things get interesting.
Fogo doesn’t try to reinvent that engine. It adopts it. It leans into that design philosophy instead of designing a new one from scratch. And that feels intentional.
There’s something steady about building on a virtual machine that has already been tested in real conditions. Solana has had heavy traffic periods. It has seen stress, outages, upgrades, improvements. Over time, systems either mature or break under that pressure. The Solana VM has matured. Not perfectly. Nothing does. But it has history.
And history in infrastructure matters more than people admit.
By choosing this VM, Fogo is aligning itself with a certain way of thinking about execution. Developers must declare the accounts they plan to read and write. The system knows in advance what state will be touched. That constraint makes parallel processing possible. It also forces clarity in how programs are written.
At first glance, it might seem restrictive. But you can usually tell when a constraint is there for a reason. Over time, it becomes part of the rhythm.
Fogo builds around that rhythm.
What’s interesting is that it separates execution from the rest of the chain’s identity. The virtual machine handles how smart contracts run. But consensus, networking, validator structure — those can evolve independently. So Fogo isn’t copying Solana as a whole. It’s adopting one critical layer and designing the rest around it.
That separation changes the conversation.
The question changes from “Can we build a faster VM?” to “What can we optimize around a VM that’s already fast?”
That’s a different mindset. Less about invention. More about refinement.
It becomes obvious after a while that high performance isn’t just about throughput numbers. It’s about consistency. It’s about how predictable the system feels under load. If applications rely on fast execution, small delays or irregular behavior start to matter more than headline metrics.
Parallel execution also shapes the types of applications that make sense. Systems that benefit from low latency, frequent updates, or real-time interactions feel more natural in this environment. When transactions don’t always queue behind each other, the ceiling moves higher.
But of course, execution speed is only one piece. Consensus still matters. Finality still matters. Network propagation still matters. A fast engine doesn’t automatically mean a smooth ride.
#Fogo seems aware of that. By not rebuilding the VM, it conserves energy for other parts of the stack. There’s a quiet practicality in that.
In recent years, many new chains have defaulted to EVM compatibility. It became the common path. Familiar tools, familiar contracts, familiar developer base. Safe.
Fogo steps slightly sideways from that trend. Instead of aligning with Ethereum’s execution model, it aligns with Solana’s. That doesn’t make it better or worse. Just different.
You can usually tell when a project is comfortable choosing a narrower path. It accepts that not everyone will migrate over easily. But for those who understand the Solana VM model, the transition is smoother. The mental framework is already there.
And mental models are underrated.
When developers don’t have to relearn everything, they move faster. Tooling familiarity carries over. Debugging patterns feel recognizable. Even small things — like how accounts are structured or how instructions are packaged — reduce friction.
Fogo benefits from that inherited familiarity.
At the same time, it doesn’t carry all of Solana’s identity with it. That’s important. It’s not trying to be a replica. It’s using the VM as a component. Almost like choosing an engine design for a different vehicle.
That metaphor keeps coming back.
If the Solana VM is the engine, Fogo decides how the rest of the car is built. How heavy it is. How it distributes weight. How it handles turns. The performance characteristics can shift depending on those choices.
That’s where experimentation lives.
It becomes obvious after a while that modular thinking is becoming more common in blockchain design. Execution layers, data availability layers, consensus layers — they don’t all have to be invented together. They can be assembled.
Fogo fits into that modular direction. It treats the VM as a stable foundation and builds around it.
There’s also a subtle signal in that decision. It suggests that performance at the execution layer is no longer experimental. It’s expected. The focus moves elsewhere.
The question changes from “Can we achieve high throughput?” to “How do we maintain it sustainably?”
Sustainability is quieter than speed. It’s less visible. But over time, it matters more.
Parallel execution systems depend heavily on careful state management. If too many transactions touch the same accounts, parallelism decreases. Developers need to design contracts with that in mind. So ecosystem education becomes part of the story.
You can usually tell when architecture influences culture. The way developers think begins to mirror the constraints of the system.
If Fogo attracts builders who are comfortable with explicit state declarations and parallel design, its ecosystem may develop differently from more sequential chains. Not louder. Just structured differently.
Still, none of this guarantees success. Architecture sets the stage. Adoption writes the play.
High performance can remain theoretical if applications don’t push the limits. And performance without reliability doesn’t hold up over time.
But Fogo’s approach feels less like a bold proclamation and more like a measured adjustment. Take a VM that has already proven it can handle high throughput. Place it inside a new Layer 1 framework. See what changes when the surrounding pieces shift.
There’s something patient about that.
Not every chain needs to redefine execution. Sometimes it’s enough to refine how execution is supported.
You can usually tell when a project isn’t chasing novelty for its own sake. The language is calmer. The architecture choices are more deliberate. Less reinvention. More reconfiguration.
And maybe that’s what $FOGO represents right now. A reconfiguration of something already known to be fast.
Not promising to solve everything. Not claiming to reshape the entire space. Just adjusting the structure around a parallel execution engine and observing what that allows.
Where it goes from here depends on usage. On developers who test the limits. On validators who maintain stability. On whether the balance between speed and structure holds under pressure.
For now, it sits there quietly in the landscape.
A high-performance Layer 1. Built around the Solana Virtual Machine.
And the rest of the story, as always, unfolds with time.
Wallets holding 0.1–1 $BTC just pushed to a 15-month high. Since the October ATH, they’ve added about 1.05%. That’s steady, consistent accumulation. Not aggressive. Just disciplined dip buying.
Meanwhile, the 1–10 BTC cohort is sitting near a 38-month low.
That tells a different story.
Smaller holders are leaning in. The slightly larger mid-tier group isn’t. They’re either distributing, consolidating into larger wallets, or simply staying inactive.
This kind of divergence matters. Retail-sized participants tend to accumulate gradually during uncertainty. Mid-sized wallets often react more to momentum and liquidity conditions.
It doesn’t signal an immediate breakout. But it does show underlying demand isn’t gone. Coins are still being absorbed on weakness.
The question is whether that smaller-wallet bid is strong enough to offset any continued distribution from larger cohorts.
For now, it looks like quiet accumulation on one side… hesitation on the other.
Un gestionnaire d'actifs réglementé souhaite déplacer une partie de sa trésorerie sur la chaîne
Je continue à penser à un scénario très ordinaire. Pas pour la spéculation. Juste pour l'efficacité du règlement. Peut-être des fonds tokenisés. Peut-être la gestion des garanties. Rien de dramatique. Et la première question que leur équipe de conformité pose n'est pas sur le débit ou les temps de bloc. C'est ceci : « Qui peut voir nos transactions ? » Cette question à elle seule a ralenti plus de pilotes blockchain que la plupart des gens ne le réalisent. Dans la finance traditionnelle, l'information se déplace en couches. Votre banque voit vos transactions. Les régulateurs peuvent accéder aux dossiers selon des règles définies. Les auditeurs obtiennent des rapports structurés. Mais vos concurrents n'ont pas accès à un flux en direct de votre stratégie de trésorerie.
Cette carte thermique est essentiellement l'histoire de Bitcoin écrite dans des transactions
L'axe vertical montre les tailles de sortie des transactions — des sorties minuscules au niveau de satoshi en bas aux énormes transferts multi-BTC en haut. L'intensité de la couleur reflète combien de sorties ont été créées à chaque taille au fil du temps. Quelques choses se distinguent. Dans les premières années, l'activité était mince et dispersée. Les sorties plus grandes étaient plus courantes car Bitcoin était moins fragmenté et principalement détenu par des adopteurs précoces. À mesure que l'adoption a augmenté, surtout à partir de 2016, vous voyez une bande épaisse se former dans les plages de sortie plus petites. C'est la participation au détail, les retraits d'échange, la fragmentation des UTXO et une distribution plus large.
I’ve been watching how different blockchains try to explain themselves. Some focus on speed. Others on security. With Vanar, the starting point feels a little more grounded.
It’s a Layer 1, built from scratch. But what stands out isn’t just the architecture. It’s the background of the people building it. Games. Entertainment. Brands. You can usually tell when a team comes from those spaces. They think about audiences, not just code.
The goal of reaching the next few billion users sounds big, but the approach seems practical. Instead of asking people to learn a whole new system, the question changes from “how do we teach Web3?” to “how do we make it feel familiar?” That’s where things get interesting.
#Vanar stretches across gaming networks, virtual worlds like Virtua Metaverse, and other areas tied to AI, environmental ideas, and brand collaborations. At first it seems broad. But it becomes obvious after a while that the common thread is simple: meet people in spaces they already understand.
VGN fits into that picture. So does $VANRY , the token that supports activity across the ecosystem. It’s there in the background, keeping things connected.
Nothing about it feels rushed. More like an attempt to blend infrastructure with everyday digital habits. And maybe that’s the quieter shift here… building something steady, and letting people discover it in their own time.
Lorsque je suis tombé pour la première fois sur Fogo, je n'y ai pas beaucoup pensé. Une autre chaîne de couche un
Une autre tentative de construire quelque chose de plus rapide, plus propre, plus efficace. Cette partie de l'espace est encombrée. Vous pouvez généralement dire en quelques minutes si quelque chose ressemble à une copie de quelque chose d'autre, ou si cela essaie au moins d'aborder les choses sous un angle légèrement différent. @Fogo Official est construit autour de la Machine Virtuelle Solana. C'est le cœur de cela. Ce n'est pas une inspiration lâche. Pas « compatible avec. » Il utilise en fait le même environnement d'exécution qui alimente Solana. Et ce détail compte plus que ce que les gens réalisent parfois.
@Fogo Official est un Layer 1 haute performance qui fonctionne sur la machine virtuelle Solana.
La plupart des gens entendent cela et pensent immédiatement aux transactions par seconde. Chiffres. Références. Comparaisons. Mais après un moment, vous commencez à remarquer autre chose. Il s'agit moins de vitesse brute et plus de la façon dont une chaîne décide de se façonner.
Construire un nouveau Layer 1 signifie généralement faire de grands choix tôt. Quel type de modèle d'exécution ? Quel type d'expérience développeur ? Quels compromis sont acceptables ? #fogo n'a pas essayé de concevoir une nouvelle machine virtuelle depuis le début. Elle a choisi d'utiliser le VM Solana. Vous pouvez généralement dire quand un projet valorise la structure existante plutôt que la nouveauté.
Le VM Solana a déjà une façon de penser intégrée. Exécution parallèle. Logique basée sur les comptes. Une certaine discipline dans la façon dont les programmes sont écrits. Cela n'affecte pas seulement la performance. Cela affecte la façon dont les développeurs abordent les problèmes. Donc, quand Fogo l'adopte, l'environnement semble familier dès le premier jour.
C'est là que les choses deviennent intéressantes. Au lieu de demander aux constructeurs de s'adapter à un nouveau modèle mental, $FOGO s'adapte autour de celui qui existe déjà. La question passe de « cette VM peut-elle fonctionner ? » à « à quoi ressemble cette VM sur une chaîne différente ? »
Il devient évident après un certain temps que cette approche est plus calme. Moins axée sur la réinvention. Plus axée sur l'alignement. Un réseau séparé, oui. Mais enraciné dans quelque chose de stable.
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I’ve been watching how different Layer 1 chains describe themselves
and after a while, they start to blur together. Faster. Cheaper. More scalable. It’s almost expected. @Vanarchain feels like it’s trying to start from a different place. It’s still a Layer 1, of course. It runs its own network. It has its own token, VANRY, which keeps the system functioning. That part is standard. But when you look a little closer, the emphasis doesn’t seem to be on competing for technical dominance. It feels more grounded than that. More practical. Vanar was designed with real-world adoption in mind. That phrase gets used often in crypto, but you can usually tell when a team has actually spent time outside crypto circles. The Vanar team has experience working in games, entertainment, and with brands. And that background changes how you think. If you’ve worked with game studios or major brands, you learn quickly that users don’t care about infrastructure. They care about experience. They care about whether something works smoothly. They care about whether it feels intuitive. No one opens a game because they’re excited about blockchain architecture. That’s where things get interesting. Instead of asking people to come into Web3 as it currently exists, Vanar seems to be asking how Web3 can quietly sit underneath environments people already enjoy. The question changes from “how do we educate the masses about blockchain?” to “how do we make blockchain almost invisible?” It becomes obvious after a while that this shift matters. Most blockchains were built by engineers for other engineers. That’s not a criticism. It’s just history. Early adopters were technical, so the tools reflected that. But if you want to reach the next wave of users — not thousands or millions, but potentially billions — the approach has to soften. It has to feel familiar. #Vanar seems to recognize that. The ecosystem stretches across multiple verticals: gaming, metaverse spaces, AI integrations, environmental initiatives, brand partnerships. On paper, that range might look wide. But when you sit with it, a pattern starts to show. All of those areas involve communities. Ongoing engagement. People returning again and again because they enjoy something. Blockchain, at its core, is a coordination tool. It helps track ownership, manage assets, and create shared systems without a single central controller. When placed under gaming or digital worlds, that coordination becomes less abstract. It becomes part of the experience. Vanar’s connection to Virtua Metaverse is a good example. A metaverse platform isn’t just a technical product. It’s a space. A digital environment where people interact, collect, build, and explore. When blockchain supports that quietly, it can enhance ownership without forcing users to think about wallets every five minutes. The same goes for the VGN Games Network. Gaming networks already manage digital items, player identities, and transactions. Adding blockchain doesn’t need to feel revolutionary. It just needs to feel natural. You can usually tell when a project understands that users don’t want to learn a new language just to participate. The idea of bringing the “next three billion” into Web3 gets mentioned a lot in the industry. It often sounds ambitious, almost abstract. But if you think about it in simple terms, those billions won’t arrive through trading platforms or technical forums. They’ll come through entertainment. Through brands they trust. Through games they already play. That’s where the question shifts again. Instead of asking, “How do we make crypto more appealing?” it becomes, “How do we let crypto sit behind things people already enjoy?” Vanar seems to lean toward that second approach. The VANRY token powers the ecosystem. It facilitates transactions and activity across the network. That’s expected for a Layer 1. But it doesn’t feel like the token is meant to be the story itself. It feels more like fuel. Necessary, but not the focus. That subtle difference stands out. When you build for mainstream audiences, you can’t rely on technical excitement. You rely on smooth design. You rely on consistency. Gamers, especially, notice delays. They notice friction. If something feels clunky, they move on. There’s very little patience. So infrastructure supporting gaming has to meet a different standard. It has to work quietly and reliably. No drama. No complicated steps. Just smooth interaction. It becomes obvious after a while that designing for entertainment pushes you toward usability by default. Vanar also touches AI and eco-focused initiatives. At first glance, those might seem unrelated. But if you look deeper, they all revolve around participation. AI tools involve data and interaction. Environmental projects often involve tracking impact or incentives. Brands revolve around loyalty and engagement. All of these require systems that manage trust and record activity. That’s where blockchain fits naturally. Not as a headline, but as a backbone. You can usually tell when a project isn’t trying to force adoption but is instead aligning itself with existing behavior. Vanar doesn’t appear to position itself as the loudest voice in the Layer 1 race. It feels more measured. More interested in integration than disruption. That’s a quieter strategy. And maybe that’s necessary. If blockchain is ever going to feel normal, it probably won’t happen through sudden shifts. It will happen gradually. Through games that feel slightly more connected. Through digital assets that feel slightly more owned. Through brand interactions that feel slightly more personal. People won’t announce that they’ve entered Web3. They’ll just use platforms that happen to be powered by it. That’s where Vanar seems to sit — beneath the surface, structured as its own chain, powered by $VANRY but oriented toward experiences rather than technical debates. It’s less about proving something and more about fitting into patterns that already exist. And when you look at it from that angle, the story feels less like a competition and more like a slow alignment with how digital life is already unfolding… just underneath, steady, almost unnoticed.
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I keep noticing how some blockchains are built like technical puzzles. Clean. Precise. But a little detached from daily life.
@Vanarchain feels like it started from a different question. Not just “how do we build an L1?” but “how does this actually fit into things people already enjoy?” You can usually tell when a team has roots in gaming and entertainment. There’s more attention on flow. On whether something feels natural instead of forced.
It’s still a base layer chain. That part matters. But the energy seems directed toward real-world use, not just internal metrics. The goal of reaching the next wave of users — billions, not thousands — shifts the perspective. The question changes from “how advanced is the tech?” to “would someone use this without thinking twice?”
That’s where things get interesting.
#Vanar connects gaming networks, virtual spaces like Virtua Metaverse, and other areas that sit closer to mainstream culture. There’s also AI, eco-focused ideas, brand integrations. It sounds broad at first. But it becomes obvious after a while that the pattern is simple: meet people where they already are.
VGN is part of that. So is $VANRY the token that holds the system together underneath. Nothing flashy about it on the surface. Just infrastructure doing its job.
Maybe that’s the quiet shift here. Less about convincing people to join Web3, more about blending it into environments they already understand… and letting it grow from there.
J'ai pensé à ce que cela signifie pour une nouvelle couche 1 de choisir soigneusement sa fondation.
Pas bruyamment. Pas d'une manière qui essaie de réinventer tout en même temps. Juste… prudemment.
est décrit comme une couche 1 à haute performance qui utilise la machine virtuelle Solana. Sur le papier, cela semble simple. Mais plus vous y réfléchissez, plus vous commencez à remarquer des couches.
La plupart des nouvelles chaînes font face à la même question précoce : devez-vous construire votre propre environnement d'exécution à partir de zéro, ou devez-vous travailler avec quelque chose qui existe déjà et qui a été testé ? Vous pouvez généralement dire quelle direction une équipe a choisie par la quantité de leur énergie consacrée à expliquer des mécaniques complètement nouvelles par rapport à celles déjà existantes.
Les dépôts 13F rendent clair que ce n'est pas une rumeur — c'est du capital divulgué.
Mubadala détient environ 12,7 millions d'actions IBIT (~631M $) et Al Warda détient environ 8,2 millions d'actions (~408M $), ce qui pousse l'exposition totale liée à Abou Dhabi au-delà de 1 milliard de dollars.
Ce n'est pas une taille exploratoire. C'est une allocation institutionnelle.
Ce qui se démarque, c'est le choix du véhicule : iShares #Bitcoin Trust. Utiliser un ETF spot coté aux États-Unis garde tout à l'intérieur des cadres de garde traditionnels, de reporting et réglementaires. C'est une route conservatrice vers un actif volatil.
Le capital souverain se déplaçant à cette échelle signale une normalisation. L'exposition au Bitcoin est intégrée dans la construction de portefeuilles soutenus par l'État plutôt que traitée comme une allocation marginale.
Le timing compte aussi. Ces positions ont été divulguées pendant une période de volatilité, pas d'euphorie.
Cela ne signifie pas un upside immédiat. Mais lorsque les fonds souverains s'engagent à plus d'un milliard de dollars par le biais de canaux réglementés, cela renforce une chose :
Le Bitcoin est traité comme une classe d'actifs stratégiques — pas comme un pari spéculatif.
@Fogo Official est un L1 haute performance qui fonctionne sur la Machine Virtuelle Solana.
La plupart des gens s'arrêtent là. Ils entendent « haute performance » et pensent aux chiffres. Débit. Latence. Références. Mais si vous le regardez sous un autre angle, il s'agit moins de vitesse et plus d'alignement.
Choisir la VM Solana définit une certaine direction dès le premier jour. Cela vous indique pour qui cette chaîne pourrait être destinée. Les développeurs qui sont déjà à l'aise dans cet environnement n'ont pas besoin de changer leurs habitudes. Ils n'ont pas besoin de réécrire tout ce qu'ils savent. Vous pouvez généralement dire quand un réseau essaie de réduire les frictions discrètement au lieu de faire du bruit autour de l'innovation.
C'est là que les choses deviennent intéressantes.
Parce qu'une fois que le niveau d'exécution semble familier, l'accent se déplace. La question passe de « en quoi cela est-il différent ? » à « à quel point cela s'intègre-t-il bien dans ce qui existe déjà ? » Et c'est un type de conversation différent.
Il devient évident après un certain temps que les écosystèmes se développent autour du confort autant que de la capacité. Les gens construisent là où ils se sentent stables. Là où les outils ont du sens. Là où les erreurs sont prévisibles.
#fogo dans ce sens, semble se positionner à l'intérieur d'un courant existant plutôt que de nager à contre-courant. Ne pas imposer un nouveau standard. Juste travailler au sein de celui qui est déjà compris, et voir jusqu'où ce chemin peut s'étendre.
Et peut-être que c'est la partie la plus subtile — pas de disruption, mais de continuité, se déroulant à son propre rythme.
À LA UNE : 🇦🇪 Mubadala a augmenté ses avoirs en ETF #Bitcoin de 45 %, portant la position à environ 630 millions de dollars.
Ce n'est pas un petit ajustement. Pour un fonds souverain, un mouvement comme celui-ci suit généralement un examen interne, une évaluation des risques et une planification d'allocation à long terme. Ils ne poursuivent pas l'élan. Ils dimensionnent les positions avec soin. Ce qui se distingue, c'est la cohérence. Nous voyons de plus en plus de capitaux liés à l'État utiliser des structures ETF réglementées plutôt qu'une garde directe. Cela rend les choses plus claires du point de vue de la conformité et s'inscrit dans des cadres de portefeuille traditionnels.
Une augmentation de 45 % suggère de la conviction, pas de la curiosité.
Cela ne signifie pas que les prix vont exploser demain. Mais lorsque l'argent souverain augmente son exposition dans des conditions incertaines, cela indique que le Bitcoin est considéré moins comme un commerce et plus comme un actif stratégique.
Lorsque j'ai commencé à m'intéresser à Vanar, je n'ai pas commencé par le côté technique.
J'ai appris avec le temps que lire les spécifications trop tôt peut brouiller la vue d'ensemble. Alors je me suis éloigné et j'ai posé une question plus simple.
Que essaie-t-il de ressentir ?
Vanar est une blockchain de couche 1, oui. Mais elle ne se présente pas comme une infrastructure pour le simple fait d'être une infrastructure. Elle est cadrée autour de l'utilisation dans le monde réel. Et vous pouvez généralement dire quand c'est authentique par rapport à quand c'est juste quelque chose écrit sur une page d'accueil.
L'équipe derrière cela a des racines dans les jeux, le divertissement et le travail de marque. Ce détail compte plus qu'il n'y paraît au premier abord. Parce que lorsque les gens viennent de ces industries, ils ont tendance à penser aux utilisateurs différemment. Pas comme des portefeuilles. Pas comme des « participants on-chain ». Juste comme des personnes qui veulent que quelque chose fonctionne sans accroc.