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Stop treating @vanar as a “game chain”: The wave of AI evolution in February, $VANRY may just be getting started
Brothers, I have to say something unpleasant: Many people are staring at the K-line cursing “Why is this coin not moving again?”, but if you really go through the information flow, you will find that what Vanar has done in the past two weeks is completely not the kind of “releasing announcements to gain attention”—it’s more like pulling itself from “game narrative” hard into the “AI native infrastructure” track.
Let’s start with some hard data, lest I speak empty words: As of February 12, $V$VANRY is around $0.006, with a 24h trading volume of about $3.43M, and a market cap of around $12.94M; circulating supply is 2.15B, maximum is 2.40B. This volume simply means: it goes up quickly and it goes down quickly, don’t pretend to be a “steady value investor”.
Then there is what I think is the more crucial “hotspot igniter”: On February 11, the media mentioned that Vanar integrated Neutron's semantic memory into OpenClaw, aiming to allow AI agents to retain context across conversations (you can understand it as “the things learned last time are not reset”). This sounds very technical, but when it comes to the application side, it means: on-chain AI is no longer just “done once and that's it,” but rather more like “an employee that can continuously work.”
Combining with their official website scheduling the Hong Kong Consensus event from February 10–12, I would prefer to see it as: looking for external cooperation and exposure for the “AI + chain” route, rather than just purely pulling the market and shouting slogans.
My own judgment (not pretending to be a god): VANRY's shield point is very clear—small market, large fluctuations, any “positive narrative” may be used by short-term funds for swing trading; but if AI components like OpenClaw / Kayon can really produce a few verifiable applications (not PPT), it has the chance to evolve from a “concept chain” to a “tool chain.” I will only focus on two things next: the continuous update frequency on the developer side, and whether there are AI applications that can be perceived by ordinary people (such as real usage paths in payment/gaming/content generation). If it can't be done, consider it just a wave of hype; if it is achieved, you know the elasticity of small market caps.
@Vanarchain $VANRY
#Vanar

To put it bluntly: the price has indeed looked poor during this period. XPL is currently hovering around $0.08, with a 24h volume of $60M+, and a nearly -50% drop shown on the page over the past 30 days (don't blame me; I was silent for two seconds when I saw that number). Such trends are often simply attributed by the market to 'narrative fizzling out,' but I want to remind you that Plasma's narrative has never relied on hype; it bets on 'stablecoin transfers being as smooth as sending a WeChat message'—the official website positions itself as 'a high-performance L1 designed for USD₮ payments.' This kind of thing is often criticized as slow in a bull market, but may survive better in a fluctuating or weaker overall market.
Then there’s the hot topic these past few days: unlocking. I’ve seen multiple channels reminding that on February 25, 35 million XPL will be unlocked (for ecological/growth purposes), along with discussions about 'about 5% of supply being released near the end of the month.' My own understanding is quite blunt:
• Short term: unlocking is 'supply expectation'; the market likes to preemptively sell off, don’t try to reason with it.
• Medium term: the key is to see where the coins go after unlocking—are they genuinely used for subsidies to boost activity, or do they turn into pure selling pressure? You need to monitor the blockchain and the official wallet movements (if you don’t, don’t force a position).
Another point I think is more 'useful': ecological landing. For example, Cobo disclosed integration with Plasma last December, focusing on 'zero-fee stablecoin transfers/payment chains.' Such collaborations may not immediately reflect in the coin price, but will be apparent in: on-chain transfer volume, merchant/wallet integrations, and whether developers are willing to join. You can even try it out on their testnet: RPC, ChainID (9746), and browser information are quite clear. I generally use this method to judge whether a project is 'just storytelling': if they don’t even dare let people touch the testnet, I blacklist it directly.
1) After the unlocking in late February, will there be sustained sell pressure or 'one-time digestion';
2) Has the stablecoin payment narrative continued to spread to wallet/custody/payment scenarios (this is more important than KOL hype);
3) Is there any sign of 'actual use' in on-chain data—don’t just look at the price; see if anyone is really using it for transfers/settlements.

@Plasma $XPL
#plasma

$VANRY At this price level, it is still 'playing dead', but Vanar's recent actions do not seem like it is just going through the motions.
I have become a bit curious after seeing a series of 'actions' from Vanar, and I casually went through the information. Currently, the overall market sentiment is not great; many projects are either lying flat or trying to ride on concepts, but @vanar seems to have a hint of 'quietly changing the engine'.
First, let's talk about the most intuitive: the price of VANRY has been around $0.0062 recently (Coindesk showed about $0.0062 on February 10, with a 24-hour volume at the million-dollar level; I wouldn't say this volume is hot, but it’s also not completely unnoticed).
In this price range, two types of people are most likely to appear: one thinks it's 'preparing for zero', and the other thinks it's 'laying in ambush'. I tend to lean toward a third option: don’t rush to take sides, let's first see what it's really doing.
I have recently noticed that Vanar is positioning itself very clearly towards being AI-native, not just shouting 'AI + chain', but packaging the logic layer and data layer on-chain into a 'complete stack'. The official website directly describes Kayon as an on-chain AI logic engine, and layers like Neutron are also put on the table.
Additionally, there is public information mentioning they are pushing the rhythm of AI integration-related releases around January 2026.
As for external partnerships, historically, their relationship with NVIDIA Inception has been clearly disclosed (don’t get me wrong, it doesn’t mean 'NVIDIA is going to pump your project', but at least it’s not just air).
There is also an official blog post mentioning integration and expansion on the ecosystem side, such as information about exchange integrations.
So my current judgment about Vanar is very simple:
It’s not the kind of project that 'drops a picture today and takes off tomorrow'; it’s more like it's holding back a mid-term narrative, leaning from gaming entertainment genes towards PayFi, RWA, and AI infrastructure. But the question is equally real: whether the narrative can turn into real on-chain usage is the line between life and death. A low price does not mean it's cheap; it only represents that the market is temporarily not giving a premium.
My little habit is this: moving forward, I will keep an eye on three things:
First, whether sustainable application activity appears on-chain, rather than one-off events.
Second, whether the so-called AI logic layer has developers actually using it.
Third, whether liquidity and trading depth have improved.
@Vanarchain $VANRY
#Vanar

Today, writing about $XPL again, I actually hesitated for a moment. It’s not that I have nothing to write about, but I’m afraid of writing that kind of analysis that seems right but both you and I are tired of seeing. To be honest, the most accurate description of this project’s current state can be summed up in one sentence: there’s no excitement, but it’s being used seriously.
In the past couple of days, many people in the square have been caught up in “settlements,” “points,” and “rules.” To put it bluntly, everyone has finally realized—stablecoins are not a narrative, they are a necessity. You will find that the line of Plasma is actually very closely aligned with the current market rhythm: when there’s no market activity, trading continues; when there’s no hot topic, transfers continue; even when no one is calling for trades, settlements are still happening.
Recently, I revisited the design of Plasma, and my feelings about it are quite different from before. It’s not trying to be the “new L1 king,” but has done something quite unsexy: taking the high-frequency, low-tolerance demand of USDT and optimizing it to the extreme. What does this mean? It means its growth won’t explode, but it also doesn’t rely too much on sentiment. When the market is good, you may overlook it; when the market is bad, you can’t do without it.
On a short-term level, I’m neither bullish nor bearish. Unlocks, activities, and timing will create volatility, but that’s a matter of trading, not of the project itself. What’s really worth observing is: when everyone is pulling back, is there still real capital flowing through Plasma?
I am very clear about the positioning of $XPL : it’s not about betting on a sharp increase, but observing whether the “stablecoin infrastructure” can gradually establish itself. If it can stand firm, it naturally has its place; if it can’t, no matter how good the story is, it’s useless.
That’s it, written for those who are willing to take a slower look at the project. DYOR, don’t just copy my judgment.
@Plasma $XPL #plasma

Is $VANRY still alive? I took a look at Vanar with a set of "awkward but real" data.
Brothers, you know the atmosphere in the market lately: if it can't move, it starts telling stories. I was originally too lazy to look at Vanar Chain, but after flipping through the data, I found it belongs to that kind of project that 'isn't trending but is still working'—pretty awkward, but it might also be an opportunity.
Let's lay out the facts: In early February, $V$VANRY was fluctuating between $0.0062 and $0.0065, with a circulating supply of about 2.2 billion to 2.3 billion, and a market cap of around $13 million to $15 million. In simple terms, it's the kind of size where 'a big holder sneezes and the K-line shakes three times.'
What's even more heartbreaking is that TradingView shows it hit a low of $0.00451 on 2026-02-05—do you think that position is shameless? But it also indicates: for those who really want to ambush, the cost range is just that cruel.
So how does it survive? I'm more concerned with 'can it land': the officials have been emphasizing entertainment/gaming directions, and the official website is promoting Stake $VANRY , as well as various offline meetings in the first half of this year (like the one in Hong Kong from 2026-02-10 to 12).
Additionally, their blog mentions exchange integration (like LBank integration), which is more about 'infrastructure work', not sexy, but it can really bring in new entry points.
My own conclusion is very straightforward: small market cap + low attention means both flexibility and risk are high; when watching it, don't just listen to slogans, focus on three things: real on-chain activity, whether partnerships can drive traffic, and whether trading volume can stabilize. Don't go all in, don't get too excited, DYOR is the lifesaver.
@Vanarchain $VANRY
#Vanar

At first, I was a bit skeptical.
Is it really worth looking at such a young artist like Fuyuan Zhou, whose career is still ongoing?
But when I found out that galleries were already rushing to sign him,
and that miniARTX was officially launching online today,
and his $CRL (Coral Realm) was directly in a prime position, it became more than just a question of 'whether or not to be optimistic about the art'.
Adding in the Ultiland 14 times release structure, the logic suddenly made sense.
This reminded me of the previous 8 times hp59,
this is definitely a wealth express! Tonight at 8 PM, the official platform will launch.
#Ultiland $ARTX #miniARTX #ARToken

Brothers, let me say something unappealing first: recently I've been watching $XPL , not starting with the K-line, but first looking at the 'people' and 'rules'. Because at this stage, the overall market sentiment is what it is; relying on passion is useless, relying on mechanisms is what saves lives.
Today, I came across two points closely related to @plasma that can be put into practice: one is the 'data aspect', and the other is the 'activity aspect'.
Let's first present the data aspect: the current price of XPL is around $0.083, with a 24h trading volume of about 48-50 million USD, circulating 1.8 billion, and a market cap fluctuating around 150 million USD. But what’s even more painful is that Binance's price page directly gives a reality check — a decline of about -74% over the past 90 days. What does this mean? It means that 'the bottom you thought you saw' might just be a small buffer zone in someone else's position. Don't pretend to be brave.
The activity aspect is even more interesting: the CreatorPad Plasma (XPL) event runs from January 16 to February 12 (UTC), with a prize pool of 3,500,000 XPL. However, the most contentious issue in the community recently is not the prize pool, but the misjudgment of the points system: some content was marked as 'irrelevant' resulting in no scoring, and Binance Square stated this is a system issue and they are correcting the scores. I almost laughed when I saw this: brothers, one of the most stable things in the crypto community — 'the rules occasionally act up'. So my current strategy is: use the most straightforward method to survive: post content without straying too far, don't make fake moves in trading/interactions, and keep evidence if possible (don't ask, just know I've been educated by the system).
The last time point I will keep an eye on: there is an unlocking/release event on February 25 (as clearly stated in Tokenomist's calendar). These types of events may not necessarily lead to a decline, but they will change the 'selling pressure expectations'. If you ask me what the market feels like now, it feels more like a 'sentiment repair + rule repair' market, rather than a market where 'fundamentals suddenly explode'.
The conclusion is simple: I don't oppose a bullish narrative on @plasma, but I suggest that brothers keep a steady rhythm — take the activity points if you can, don't get carried away with positions; as the event approaches, risk management is essential. When the market is bad, staying alive is more important than predictions.
@Plasma $XPL
#plasma

Don't rush to criticize Vanar: $VANRY now feels like a chain practicing internal skills in a weak market
Brothers, let me say something unpopular: the market sentiment has been like this for the past couple of days, so let's not pretend we only look at the fundamentals. However, I find that @vanar (Vanar Chain) is quite suitable to serve as a “weak market observation sample” — because the data isn't particularly pretty, but the narrative is changing, and there are verifiable catalysts.
First, let's lay out the market: VANRY is currently priced around $0.006, with a 24h trading volume of about 7-8 million USD, and a market cap of just over 10 million USD, belonging to the kind of asset that can fluctuate with a breeze.
So don't compare its stability with larger coins — it’s more like a small-cap thematic stock; if the logic is right, it can bounce, but if the logic doesn't materialize, it can still keep grinding.
So where's the “hotspot”? Starting today (February 9), the Vanar team will be making their presence felt at large events like AIBC Eurasia (Dubai 2/9-2/11), followed closely by Consensus Hong Kong (2/10-2/12). These types of nodes are typical emotional triggers for small-cap coins: they may not rise immediately, but they will bring “external attention.”
Additionally, they are also proposing Governance Proposal 2.0 (handing over more parameters/incentives to token holders for governance). If it truly materializes, it will at least allow the “chain narrative” to shift from the team telling stories to a mechanism that the community can participate in.
What I care more about is: Vanar is now positioning itself externally as an AI-powered, PayFi/RWA-oriented L1 stack (no longer just discussing the gaming chain), which at least explains why they are attending these conferences to seek collaboration and exposure.
Brothers, in a weak market, I am not fond of grand visions, but I love to watch two things: (1) Will they make “real on-chain usage” sustainable; (2) After the narrative shifts, can developers/partners keep up. Both of these can later be verified with on-chain data and ecological trends, rather than relying on talk.
To conclude without pretense: $V$VANRY is “guaranteed to win,” it is a “trackable trading narrative.” What you need to do is not to go all in, but to keep an eye on: the collaboration landing after conference nodes, the details of governance proposals, and whether the trading volume can stabilize from “millions of USD a day” upwards. If it can’t be done, just pretend you didn’t see it; if it can be done, then you have the qualification to talk about the next market trend.
@Vanarchain $VANRY
#Vanar

$DUSK After the rewards are issued, can it still be at this price? 😭
I feel a bit of an impulse to hedge…

I was quite amused while brushing through the market today—BTC dropped below $65,000 a few days ago, basically wiping out that narrative wave; ETH has also been pressed down this year. Do you think this market still makes sense? It does: once liquidity tightens, all those 'I’m very attractive' stories have to first pass the risk appetite test.

In this environment, I am actually more willing to refocus my attention on the Dusk Foundation: not because it can immediately make you rich (don’t be silly), but because its positioning is more like 'the reality that must be faced when finance goes on-chain'—privacy needs to be strong enough, and compliance must allow for auditing. The mainnet schedule is also not just talk: the official announcement clearly states that the network plans to produce its first immutable block on January 7 (for these kinds of timelines, I only trust official sources).

More importantly, Dusk’s bridge service recently issued an incident notice, but the official statement clarified that the DuskDS mainnet was unaffected and it is not a protocol layer issue; the bridge is paused during reinforcement. For someone like me who prioritizes 'life preservation', a project that clearly defines boundaries and allows for review is much stronger than one that deletes announcements after issues arise.

So, I currently see the logic behind $DUSK as very straightforward: in this week where macro data and risk appetite are fluctuating, the market will lean more towards infrastructure that 'can be implemented, can be used by institutions, and can engage in regulatory dialogue', rather than the next flashier poster. What you need to do is treat it as an observation line for compliant RWA/institutional finance on-chain, focusing on progress and delivery rather than emotional trading calls.

@Dusk $DUSK #Dusk