Moon-一颗糖

#CZ币安广场AMA $BTR Is the dog house monitored on my account? I bought it yesterday and held it until noon. I watched it for a long time without any movement, then I closed the position.
Now just pull up a No. 2 ranking for me, damn it, fuck fuck!!!!!!!!!

Today, the 1.75 million XPL creator event jointly organized by #币安广场 and @Plasma officially concluded. Over the course of four weeks, thousands of high-quality content pieces were produced across the internet.

What truly touches me is not the activity's popularity, but the on-chain data of Plasma over the past six months—like a silent declaration against inflated metrics.

Last October, during Plasma's peak, the daily average transactions reached 58.9 million, with 1.8 million monthly active users. Everyone was shouting "the next Solana." Then the bubble began to deflate: by January this year, transaction volume fell back to 6.3 million, with 260,000 monthly active users, a decrease of over 85%.

The pessimism was overwhelming.

But few asked: of the 85% of lost users, how many are real people, and how many are bots?

The truth is: during the peak period, 62% of new users were real merchants from Africa—Nigerian vendors settled with Chinese suppliers using zero-fee USDT, and Ghanaian workers sent their wages home. This is not a group of opportunists, but genuine high-frequency demand.

Even more surprisingly: while monthly active users dropped by 85%, the transaction frequency of the remaining 260,000 users tripled compared to the peak period.

Those who remained are not "bots"; they are people who genuinely need to make daily transfers.

Plasma did something that most L1s dare not do: it would rather see its data halved than allow scripts to persist. Other projects rely on farms to inflate daily active users, but Plasma has true users coming from Africa. In January, just the B-end service fees contributed by these real merchants already accounted for 70% of the protocol's revenue, with a monthly transaction fee of $52,000 covering operational costs.

A payment chain survives by collecting B-end fees to support free C-end services. This is not a PPT; it is a proven business model.

Ironically, how many projects that rely on inflated metrics to maintain daily activity are still around? Meanwhile, Plasma's TVL remains stable at $6.8 billion, with prices hovering around $0.09, but the daily transactions running through it in the tens of billions are all real trade payments, cross-border wages, and merchant settlements.

I believe that in the crypto world, "realness" itself is counter-consensus.

#Plasma attracts genuine demand with zero fees, uses real demand to solidify B-end payments, and feeds the network with B-end payments. This model may seem too slow in a bull market, but in a bear market, it is the only one that can survive.

Today, as the event concludes, there won't be any bots on the Top 500 creator list, nor will there be any scripts among the 260,000 monthly active users on-chain.

Plasma may not be the most beautiful data chain, but it is the "cleanest" in terms of data.
$XPL

#BNB , wake up, it's skyrocketing, brothers!! Soon you will be able to buy 500 BNB!! #非农意外强劲

@币安Binance华语 red envelope mini game, quite interesting, I received 0.32U, hurry in and try your luck!

I used to firmly believe that blockchain was a brutal game of "three choices, two options" until I closely examined the data from Plasma, and this "rebellious life" actually delivered a report card of "I want it all."

Its secret lies in hierarchical architecture. First, it offloads the heaviest security burden to Bitcoin, regularly anchoring state snapshots. This means its ultimate security is protected by this trillion-dollar market cap, invincible computing power network, while it takes to the field with ease.

What is the result of taking to the field with ease? The data speaks: its PlasmaBFT consensus achieves about 0.8 seconds block time, which means payment confirmation is sub-second. At the same time, its zero-fee model specifically designed for stablecoins has quickly pushed the mainnet TVL to over $20 billion in a short period, most of which are frequently flowing stablecoins, proving that "free" can truly stimulate high-frequency payments.

Therefore, Plasma's "third answer" is very clear: let Bitcoin (BTC) serve as the "ultimate security anchor," while it optimizes itself to become the "value circulation layer." With the wisdom of hierarchical cooperation, in the specific scenario of payments, it has turned the "impossible triangle" into a "cooperative triangle." It may prove one thing: in niche fields, extreme user experience and solid decentralization can coexist, it all depends on how you design it.

@Plasma #plasma $XPL

Now most AI agents are actually like "temporary tenants."
Tasks completed, states cleared; models updated, memories invalidated. They can work, but leave nothing behind, let alone accumulate. Being smart today doesn't mean they'll remember who you are tomorrow.

What Vanar is trying to change is precisely this. It treats memory and behavioral data as a form of digital real estate, not temporary cache, but long-term, inheritable assets. AI agents are no longer just scripts residing in applications, but are beginning to have their own "addresses" and histories.

The logic behind this is actually very realistic. Without stable property rights, there will be no long-term investment. Humans are the same as intelligent agents. When memories can be saved, verified, and repeatedly invoked, AI has the potential to evolve from a one-time tool into a continuously evolving existence.

From the perspective of on-chain data, Vanar is no longer in the conceptual stage. The mainnet has accumulated over 190 million transactions, with addresses in the range of 28 million, and blocks continuously growing, indicating that there are indeed a large number of behaviors being recorded and reused. Memories are no longer just logs written in vain, but are callable infrastructure within the ecosystem.

The significance of this design is not to make AI more "like humans," but to make the system more stable. When agents have a history, their behaviors have context; when history can be inherited, the ecosystem does not have to start from scratch repeatedly.

I prefer to understand Vanar's direction as: giving AI a home rather than frequently moving.
Once this logic of "digital real estate" runs smoothly, what truly remains is not just applications, but long-term existing intelligent agents.
@Vanarchain $VANRY #Vanar

I just received an airdrop reward of $XPL ! My wallet suddenly increased by 2,410.7 XPL, which is worth about 190 dollars at market price. Another hearty 'luxurious pig trotter rice' is at hand 🍖.

I sincerely thank the @Plasma project team for their substantial benefits, and also thank @币安广场 for providing such a great creator activity and communication platform. This feeling of 'getting rewarded for work' is much more reassuring and happy than just watching price fluctuations.

The reward has been credited, looking forward to the next journey with $XPL and the Plasma ecosystem! I'm also curious how much other friends have received? Let's showcase in the comments!

#Plasma #空投 #币安广场

Yesterday, I noted a brilliant planning idea in my mobile notes, thinking I would refine it when I got home in the evening. But when I sat down in front of the computer, I just couldn't recall that keyword — that feeling, like having a word on the tip of your tongue and suddenly forgetting it, no matter how hard I tried to remember.

I thought, what if I had a second brain, able to appear seamlessly wherever I was, whether on my phone, computer, or chat window, just like my thoughts? That would be wonderful!

Coincidentally, myNeutron at @Vanarchain just released version 1.4, which does exactly this. It has truly brought the "second brain" to anywhere.

Now, you can directly awaken it in Telegram without switching apps; the mobile experience has also been specially optimized, acknowledging that your most important "workspace" is this screen. It also adds a bit of fun — you can earn points, making it easier for you to get used to its presence. Handling files is also smoother, without the need to fumble back and forth.

I think Vanar's update is clever in its "strategy." It doesn't recommend a new app to change your habits but instead chooses to "penetrate" into the high-frequency scenarios you already can't live without (like your phone), lowering the usage threshold to a minimum. Then, with the lightweight hook of “points,” it encourages you to use it and accumulate data.

Its purpose is very clear: by providing "extreme convenience available anytime and anywhere," it makes you rely on it without even realizing it. When your memory and workflow are securely entrusted to this layer that can sync across platforms, it becomes hard to leave.

If you're also tired of searching for information across different devices, then try this AI memory layer that is becoming "ubiquitous!" It's worth spending a minute to try. That smooth feeling, once experienced, may be hard to give up.

@Vanarchain #Vanar $VANRY

🚀 Binance is giving away money again! This time it's a chat room activity. Invite friends to create groups, and both can receive rewards!

Let's all pitch in! Let’s go! If anyone wants to fill in together, leave your UID and X homepage link under the post. I've already placed mine at the bottom of the post. If you fill in mine, remember to call me to join the group, let's work hard together to earn some pork rice!

🔥 Meet the standards to receive 40 USDC, and your friends can also receive 60 USDC!
Not only are the rewards generous, but it also supports team collaboration, mutual invitations, and more efficient sprinting together!

📅 Event Time

February 10, 2026 – March 10, 2026 (UTC+8)
You can submit your application during the event period, first come, first served!

👥 Participation Conditions

· Inviter (you): A user with group creation permissions in the Binance chat room
· Invitee: A user who can create groups after passing the review (each person can invite up to 5 people)

🎯 How to Participate

1. The inviter clicks the form link and submits information for up to 5 friends
2. The platform reviews the invitee's group creation permissions and notifies them of their group creation qualifications after approval
3. The invitee creates a group during the event period and achieves the following goals:
✅ Group members ≥ 200
✅ Total speaking members ≥ 50

💰 Reward Rules

· Inviter (you): 40 USDC per qualifying friend
· Invitee (friend): 60 USDC per group
· Total prize pool of 5,000 USDC, distributed according to the order of achieving standards, while supplies last.

👇
活动详情及表单入口

This is my UID: 1109887502

X homepage link: https:// x.com/yiketang888?s=21 (remember to remove the space after the // when filling in)

Welcome friends to use it, I’m just waiting to collect money 😏

#币安聊天室 #邀请有奖 #USDC奖励 #Binance Spring Festival Big Battle

Say something that may not sound very nice:
#Web3 In the past decade, there have been almost no projects that truly solve "payment".

Bitcoin was initially described as peer-to-peer electronic cash, but later everyone treated it as digital gold;
Ethereum claimed to reshape finance, but ultimately became a playground for financial derivatives;
L2, Rollup, and sidechains have taken turns, but payment has never been taken seriously—either too slow, too expensive, too unstable, or simply no one really uses it to buy things.

The emergence of Plasma essentially turns the clock back to the most fundamental problem of blockchain:
If stablecoins have already become the de facto "on-chain dollar", then who will carry its daily circulation?

It did not cut in from #NFT , #GameFi or #Meme , but approached it from the opposite direction:
First, it maximizes the most boring, difficult, and least sexy aspects such as settlement speed, finality, and fee structure.

Sub-second finality, almost negligible Gas, BFT consensus + BTC anchoring, these technologies sound cold, but they are a matter of life and death for payments. Real-world merchants do not care whether you are using blockchain; they only care about three things:
Is the money credited immediately?
Are the fees lower than Visa?
Will there be any problems?

Plasma is betting on a very counterintuitive but realistic logic:
Payments are not popularized by sentiment; they happen through cost pressure.

When using Plasma to receive stablecoins is cheaper than using a card, faster than a bank, and has less friction than traditional systems, adoption does not require education, only greed.
This is also why you see it connecting with Rain and Holyheld, rather than chasing a louder narrative.

So I say, Plasma is doing what Web3 has not truly accomplished in ten years—
Not creating new financial fantasies, but pushing "usable" on-chain payments seriously into the real world for the first time.

Prices may be flat, may look bad, and narratives may heat up slowly.
But if one day you find that the default path for stablecoin payments is no longer "bank + card organization", but a chain you haven't really noticed before, then it is highly likely that it has completed the path that no one has traversed in the past decade.

#plasma $XPL @Plasma

Many of the issues with chains lie not in being "cold", but in being "scattered". When an event stops, people leave, leaving behind only a pile of historical pages. What Vanar has been trying to solve is how to turn short stays into long-term residency.

First, let's look at a set of on-chain data as background:
As of now, the cumulative number of transactions on the Vanar mainnet has exceeded 190 million, with the number of addresses at the level of 28 million, and the block height approaching 9 million. These numbers at least indicate one thing—this is not a "chain that peaks upon going online and then returns to zero", but one with ongoing activity.

However, the truly critical factor is not the total number of transactions, but whether these activities can be remembered. Vanar's design philosophy is very clear: creation, interaction, and gaming behaviors will form traceable long-term states, rather than being cleared once the activity ends. The longer you stay in the ecosystem, the thicker the history, the lower the friction for subsequent participation, and the higher the opportunity cost of leaving.

This is completely different from simply issuing rewards. Subsidies address the question of "to come or not to come", while memory addresses the question of "to leave or not to leave". When the system can recognize who you are, what you have done, and what relationships you have accumulated, the ecosystem will naturally form a group of "permanent residents", rather than just holiday visitors.

There is also an easily overlooked point: multiple applications sharing the same set of identities and histories. You do not need to start from scratch in every new game or new content; previous accumulations can be continuously called upon. This continuity, in itself, is a source of activity.

What I am now more concerned about is whether these on-chain data can continue to grow without strong activity incentives. If they can, then Vanar is at least on a more rational path than most projects in terms of "avoiding ghost towns".
@Vanarchain $VANRY #Vanar