With uncertainty still hanging over the crypto market Bitcoin spot ETFs are continuing to see steady outflows.
Market swings are still hitting crypto hard especially ETFs. Data from SoSoValue shows Bitcoin spot ETFs saw a $166 million net outflow making it three days in a row of withdrawals.
The biggest hit came from BlackRock’s iShares Bitcoin Trust which alone saw $164 million leave in one day, even though its total inflows are still over $61.2 billion.
Valkyrie Bitcoin ETF BRRR also posted an outflow of about $1.7 million while holding $314 million in total inflows so far.
Overall Bitcoin spot ETFs now hold $84.37 billion in assets, with a net asset ratio of 6.28% and cumulative inflows near $53.9 billion.
Ongoing price moves and global economic pressure seem to be making investors more cautious. ETF flows remain a key signal for tracking institutional interest.
100 Days in the Red: Over $730B Wiped from Crypto.
In just 100 days the crypto market has lost more than $730 billion in value marking one of the sharpest short-term capital exits in its history. This isn’t a normal dip it reflects a strong risk-off environment and clear investor retreat. Bitcoin alone dropped from $1.6968T to $1.3489T, shedding $347.9B, down 21.62%.
The Top 20 coins (excluding $BTC and stablecoins) fell by $259.94B, a 15.17% decline. Mid and small caps were hit hardest proportionally plunging 20.06% and losing $122.75B.
Overall $730.59B has flowed out of the market. In this phase investors should rely on on-chain data monitor short-term holder cost basis, and watch for accumulation signals. Discipline matters more than emotion.
Fogo Is Not Chasing TPS It Is Chasing Real Market Structure
Everyone talks about speed when a new chain drops Fast blocks High TPS Low fees But let’s be honest Speed alone does not fix trading Speed does not stop MEV Speed does not make pricing fair Speed does not give you better execution Fogo feels different Speed is there but it feels like a result not the main goal The real focus is building a chain made for serious trading First big point Fogo runs on the Solana Virtual Machine That means if you already build on Solana you are not starting from zero Same programming style Same tools Same logic You do not rewrite everything You just point your tools to a Fogo RPC endpoint Make small changes Keep moving That continuity matters Builders can focus on real market behavior Not wasting months rewriting code Now let’s talk about something most people missed Fogo does not run one static validator set It rotates validators in three eight hour windows Asia Europe US overlap US afternoon It literally follows the sun Validators are physically located close to major financial hubs during their active window The first validators were placed in a high speed Asian data center near big exchange servers Other regions have backup nodes ready to switch when their time starts Why does this matter Because latency matters in trading Distance equals delay Delay equals worse execution Fogo is reducing physical distance between chain and market centers That is a design choice built for traders Now the part that really shows intention Dual Flow Batch Auctions DFBA There is a perpetual DEX on Fogo called Ambient It uses this model Instead of copying centralized exchanges directly It mixes two ideas Precision of a central limit order book Fairness of an automated market maker Here is the simple version All trades inside a block are grouped together At the end of the block they clear at an oracle price Everyone in that batch gets the same price Now the race is not about who is fastest It becomes about who gives the best price MEV becomes harder Reordering transactions gives less edge Sometimes traders can even get price improvement if the market moves in their favor during that batch And because Fogo runs on SVM These auctions work fully on chain as smart contracts On slower chains this model would struggle Here it can actually function Now let’s talk user experience DeFi right now is sign sign confirm sign again Fogo introduces Sessions You approve once Open a session with the app During that session you can trade without constant wallet pop ups You set limits Choose which tokens the app can use Choose how much You can even allow unlimited access for trusted apps Some dApps can pay gas for you So trading feels closer to centralized exchanges Login once Trade smoothly Less friction More flow Infrastructure matters too Fogo uses FluxRPC as a high performance RPC layer For cross chain transfers it connects through Wormhole and Portal Bridge Price feeds can come from Pyth Lazer Indexing support comes from Goldsky Users can verify everything using the official explorer Fogoscan So it is not just a chain It has bridges RPC Oracles Indexing Full stack for trading Now let’s be real This level of speed needs serious hardware Validator minimum 24 core CPU 128 GB RAM High speed NVMe Recommended 32 cores 512 GB ECC memory That is heavy Some will say this limits decentralization But the logic is simple If you want fast networking and heavy throughput Nodes must handle the load Weak machines would become bottlenecks Validators will be chosen based on experience with high performance SVM systems It starts small Grows over time Commission is 10 percent Inflation starts around 6 percent Drops to 4 percent Then 2 percent Goal is to keep incentives strong while reducing long term dilution Now the token FOGO is used for gas For staking For ecosystem grants Same token fuels the network and secures it There is also Fogo Flames A points system to reward community participation Flames are free Can be adjusted or stopped They are not promised as tokens That reduces legal risk And stops unrealistic expectations There is also revenue sharing Partner projects give part of their revenue back to the ecosystem If the ecosystem grows Token value and network strength grow together But let’s not ignore risk This is a new chain Rapid updates can happen Validator rotation improves performance But during each window control is more concentrated Geographic diversity is reduced per session Bridges are always risky in DeFi Moving large funds across chains needs caution Better to test with a small dedicated wallet Always verify transactions on Fogoscan Use Sessions with strict limits Fogo is young It is evolving It is not risk free But the design is clear It wants professional level trading on chain Without forcing developers to retrain It aligns validator activity with global markets It reduces MEV with batch auctions It removes constant signing with Sessions It allows gasless style interaction High hardware requirements show this is not a hobby experiment It is built for performance first In a space obsessed with TPS numbers Fogo is asking a deeper question How should on chain markets actually work If execution matches the vision This could push decentralized trading closer to real global market standards Not just faster But fairer More structured More aligned with how traders actually operate @Fogo Official #fogo $FOGO
Vanar Is Trying To Make Blockchain Costs Feel Normal Again
When I look at Vanar I do not see another chain screaming about speed or hype. I see a project trying to fix something very basic but very important. It wants fees to stop acting like a mood swing. Anyone who has built on big networks understands this problem. One day your app runs smoothly. Fees are low. Users are happy. Your numbers make sense. Then traffic increases. Gas jumps. Users complain. Suddenly you are not building anymore. You are doing damage control. The real issue is not just that fees go up. The real issue is you cannot plan. You cannot tell your team this feature will cost this much per user because the chain refuses to stay stable. On most networks gas works like an auction. When demand increases people compete by paying more. The highest bidder gets processed faster. The chain does not care if you are a startup protecting small margins or a gaming app pushing thousands of small actions. The fee market just reacts to demand. And the worst timing is when your product finally gets traction. That is usually when costs spike. So your first real growth moment comes with an unexpected bill. Vanar is approaching this in a different way. It is not only saying we are cheaper. It is saying we want fees to behave like a fixed bill instead of a live bidding war. The idea is to keep transaction costs close to a stable dollar value so builders can plan. Now this does not happen automatically. Vanar explains in its public documents and exchange information including Binance details that the foundation calculates the price of VANRY using both on chain and off chain data. That price reference is used inside the protocol so the fee can follow a target USD value over time. So even if the token price moves up or down the experience aims to stay predictable. This is a real design choice. Someone has to manage that mechanism. The foundation is involved in keeping the system aligned with its intended cost target. For decentralization purists this might feel uncomfortable. They may prefer a fully automatic market driven model. But for builders who are tired of cost shocks this can feel practical. In real world infrastructure there is always an accountable entity. There is a process. If something drifts someone adjusts it. Vanar is taking that responsibility instead of pretending the market will always self correct in a builder friendly way. Another important detail is FIFO transaction processing. First in first out. That means transactions are handled in the order they arrive rather than based on who pays more. On many chains when the network is busy you experience price pain. You either pay higher gas or you wait. Vanar leans more toward time pain instead of price pain. If congestion rises the system aims to keep pricing steady and let waiting time increase. Time delays are easier to design around than random cost spikes. A team can build with expected latency buffers. They can batch actions. They can inform users about delays. But it is much harder to deal with a cost model that suddenly doubles during peak usage. Vanar is choosing stability over auction revenue during busy periods. This also connects to tokenomics. If you do not rely on fee spikes during high demand you still need a clear plan to fund validators and secure the network. Public information about VANRY including Binance data shows a defined total supply and structured allocation. The supply is capped and distributed across staking rewards ecosystem growth development and other categories. There is a long term release structure rather than depending only on unpredictable congestion fees. Predictable user costs require predictable security funding. Otherwise you are just postponing the issue. Vanar seems to understand that both sides need balance. Builders need stable expenses and validators need reliable incentives. Technically Vanar talks about being EVM compatible and using GETH. That may sound boring but boring technology is often what businesses trust. EVM compatibility means developers can use familiar tools and frameworks. It reduces strange surprises in production. When you are already managing unpredictable users and markets the last thing you want is unfamiliar infrastructure behavior. Vanar also positions itself around AI infrastructure gaming and real use cases. If you imagine AI agents interacting on chain you are talking about repeated actions. Reading state writing updates triggering events. These are not one time large transfers. They are many small interactions. In that environment unstable gas becomes a serious business problem. If each small action suddenly becomes expensive during volatility scaling becomes risky. Stable pricing makes repeated on chain activity possible. Even if someone does not care about AI buzzwords the underlying requirement is clear. Any system doing frequent small transactions needs predictable cost. Without that scaling becomes dangerous. Vanar evolved from Virtua and migrated toward VANRY with a one to one token swap. That shift marked its movement from a digital collectibles focus into broader layer one infrastructure. On Binance and other exchanges VANRY is described as the native token used for gas staking governance and network services. The utility is standard for a layer one but the fee logic behind it is what changes the experience. Gas is not just a technical parameter. It shapes how builders feel about committing to a network. If costs behave like a stable utility bill teams can forecast and plan. If costs behave like a live auction every day teams hesitate. When I look at Vanar I do not see a chain trying to win by shouting about maximum speed. I see a chain trying to reduce chaos for builders. It is accepting that predictability can be more valuable than short term hype. In crypto that might not sound exciting but for real adoption it matters. The next wave of growth may not be won by whoever claims the highest performance numbers. It may be won by whoever makes on chain activity feel stable enough that teams can build without fear that success will punish them with unexpected expenses. Vanar is making a bet on that future. Not flashy. Not dramatic. Just practical. And sometimes practical is the real edge. @Vanarchain #Vanar $VANRY
Bitcoin long term holders are back but the real move is still missing
For the past six months the story was simple long term Bitcoin holders were selling. Not panic selling but steady distribution while price was strong. When Bitcoin was trading high these patient wallets slowly reduced exposure. It was not loud but the data showed it clearly. Then something shifted after January 12 2026. The selling pressure from long term holders started fading. Around the 62K to 68K range behavior changed. Instead of sending coins to exchanges they began adding again. Year to date numbers show daily average accumulation rising to around 115 BTC. At the same time distribution almost disappeared. The strongest hands in the market stepped back in. This matters because long term holders usually move early. They are not emotional traders. They do not chase green candles. When they buy it is usually during fear or boredom. When they sell it is usually into strength. So the fact that they stopped selling and started accumulating near 62K to 68K tells us that zone was seen as value. But here is the important part.Is it enough to move price higherRight now the answer is no. Yes accumulation is happening again. Yes selling pressure from long term holders has cooled off. But the size of buying is still small compared to what is needed to create strong upside momentum. 115 BTC per day sounds meaningful but in a market this large it is not explosive demand. It is more like quiet positioning. There is no aggressive expansion in buying. No strong surge that signals a new trend leg up. It feels more like stabilization than ignition. So what does this mean It means one thing clearly the heavy distribution phase from long term holders looks finished for now. That alone removes a big source of supply from the market. When long term wallets are not selling it reduces background pressure. That is positive. But reduced selling is not the same as strong buying. For price to push higher in a sustainable way we need either larger scale accumulation from long term holders or strong demand from new participants. Right now we only see the first stage small steady re accumulation. Historically this kind of pattern often shows up before a major move. First distribution ends. Then the market goes quiet. Volatility compresses. Sentiment feels uncertain. After that a larger directional move follows. Sometimes up sometimes down. The key is expansion after contraction. At this moment we are in that quiet phase. Long term holders are back to buying but without real force. Momentum is missing. Volume is not exploding. The market is waiting. The coming weeks are important. If accumulation accelerates and daily averages climb higher that would signal conviction. If buying stalls and price weakens again then this was only a pause not a base. For now the clean takeaway is simple. The selling wave from long term Bitcoin holders that lasted about six months appears to be over. Around the 62K to 68K range they shifted from distribution to accumulation. Daily average buying moved up to roughly 115 BTC and selling pressure almost vanished. But this buying alone is not strong enough to drive price higher yet. The market is calm. The patient hands are slowly positioning again. Whether this turns into real momentum or stays quiet will decide the next big move.
Fogo is serious infrastructure not just another fast chain.
It runs on Solana Virtual Machine and powers low latency order books for on chain trading It supports scalable settlement for DeFi real time data for AI apps and smooth execution for GameFi economies It is built for speed consistency and scale not just simple transactions but full systems that need strong performance.
Vanar is Shifting From AI Talk To Real Economic Use
When I first looked at Vanar I was honestly tired of the same story we hear in crypto. Another chain. Another promise. Another mix of AI and blockchain in one headline. It felt like worn out blockchain ideas mixed with smart AI marketing. But in 2026 the direction looks different. This is not just hype. It is about connecting real product usage with ongoing economic demand. That is a big shift. Vanar Chain is no longer positioning itself as just a fast chain or a gaming focused network. The bigger idea now is to build AI directly into the core of the blockchain. Not as an extra feature. Not as a side tool. But as part of the foundation. The stack combines AI reasoning semantic memory and logic inside one on chain environment. That means intelligence is not sitting outside the chain. It lives inside it. In past years many projects added AI like a marketing layer on top of normal infrastructure. Vanar is trying to avoid that. The goal is to make AI a native part of how the chain works. And the important part is this is not just a demo. The focus now is on practical tools that people need to use regularly. Because a blockchain cannot survive on innovation alone. It needs daily activity that creates economic demand. One of the biggest changes I see is how intelligence is being monetized. Tools like Neutron and Kayon are not just free experiments. They offer semantic data storage reasoning and natural language queries. But access is moving toward subscription or usage based models. That means if developers or businesses want deeper AI features they need to pay in tokens. VANRY is being positioned as the payment layer for this access. This is important. Instead of hoping people buy the token because of speculation the ecosystem is trying to create demand through real usage. If you want advanced AI services you need the token. That feels closer to how software companies charge for APIs or cloud services. It is not just a gas fee model. It is more like a software economy running on chain. When token demand is tied to paid AI tools it creates a healthier cycle. You are not asking the market to believe in future potential only. You are asking users to pay for what they actually use. That kind of loop is stronger than pure narrative driven trading. There are also new products on the roadmap like Axon and Flows. Details are still limited but their positioning next to the AI stack shows they are meant to push automation further. Axon looks like an orchestration layer. Something that can connect decentralized data reasoning outputs and automated actions across apps. If that works it could allow smart contracts and intelligent agents to interact without human steps in between. Flows seems to focus on turning high level logic into programmable tasks. That means workflows on chain could feel more natural not just simple transfers. Vanar is not just adding AI features. It is trying to automate parts of the Web3 system itself. Now let us be real about the market side. Even with technical progress the token has faced ups and downs. Utility and price do not always move together. Many strong projects struggle because demand does not appear automatically. This gap between technology and token value shows that usefulness alone is not enough. Adoption needs to be visible and consistent. Vanar seems aware of this. That is why the move from free tools to paid AI services matters so much. If these services do not gain users token demand may stay weak in the short term. But if developers and companies rely on them regularly the economic model becomes stronger. When we compare Vanar to other AI blockchain projects the difference becomes clearer. Bittensor focuses on decentralized machine learning markets. Fetch.ai builds around autonomous agents and coordination tools. Vanar is positioning itself as the base infrastructure where AI logic memory and workflows live natively. It feels less like a marketplace and more like an operating system for intelligent decentralized apps. This base layer approach can support many use cases. Smart payments automated governance compliance tools gaming and more. Infrastructure usually creates broader demand than niche applications if it works. Another important area is user experience. Crypto still feels complicated for normal people. Long wallet addresses manual keys confusing onboarding. Vanar is integrating human readable naming systems and exploring biometric based sybil resistance. The idea is to make interaction easier and safer. If users can move through the system without facing old crypto pain points adoption becomes more realistic. Mainstream growth does not happen overnight. It comes step by step. Stable infrastructure. Developer wins. Economic loops. Better user experience. Less friction. Vanar is building along these lines even if it is not loud about it. I have watched NFTs explode and cool down. I have seen DeFi waves rise and fall. Most of those cycles lacked a sustainable economic loop. What makes this direction interesting is the attempt to connect AI capability with recurring paid access through the token. It is not flashy. But it feels grounded. If Vanar can truly drive continuous demand for its AI tools because people and businesses need them then it becomes more than another chain with an AI label. It becomes infrastructure for decentralized intelligence. There are three things I am watching closely. First are users actually paying tokens for AI services on a recurring basis. Second how Axon and Flows roll out and whether they expand the ecosystem or just add complexity. Third whether user experience becomes genuinely smoother than traditional crypto systems. Vanar is not chasing the highest TPS race. It is building a new stack that blends AI into the core of the chain and ties token value to product usage. This is an attempt to create a real economic cycle not just speculation. Execution will decide everything. But the shift toward utility driven token demand is one of the more serious and mature moves happening in Web3 right now. If it works Vanar will not just be another story in the AI narrative. It will be a working intelligence layer that people actually use and pay for. @Vanarchain #Vanar $VANRY
I have looked at many layer one chains over the years and most of them sell the same dream more speed more transactions more numbers on a dashboard. After a while it all sounds the same. That is why when I first heard about Fogo I did not feel excited. I felt cautious. I wanted to see if it was just another project repeating the same high performance narrative. After spending real time studying its structure I understood something important. Fogo is not really selling speed. It is selling determinism. That means predictable performance. Stable execution. Lower variance. That is a very different focus from simply claiming to be fast. Fogo is built on the Solana Virtual Machine. At first this sounds like ecosystem leverage. Developers already familiar with Solana tools can move easily. The execution model is known. Migration becomes simpler. In today’s market that matters because builders do not want to relearn everything from zero. Solana has proven that high throughput combined with low fees can attract serious activity. Even large exchanges like Binance have supported Solana based assets heavily because of strong user demand and liquidity. So building on the same virtual machine gives Fogo a practical advantage. But compatibility is not the main story here. The real difference is in consensus design. Most globally distributed validator networks spread nodes across continents in the name of decentralization. It sounds ideal in theory. But there is a physical reality behind all of this. Data has to travel through fiber cables. Messages between machines take time. If validators are located far from each other block coordination inherits that delay. When the network spans large distances finality cannot escape the laws of physics. Crypto rarely speaks honestly about geography. Whitepapers focus on theory. But in real systems latency is not just a software problem. It is a distance problem. Fogo approaches this differently through what it calls a Multi Local Consensus model. Instead of relying on a widely scattered validator set it narrows coordination into optimized zones. Validators are curated and performance aligned. Communication variance is reduced. Block production becomes more consistent. This is not an accident. It is a conscious tradeoff. Fogo is not trying to maximize global dispersion at any cost. It is prioritizing deterministic behavior. That means tighter timing. More predictable finality. Less surprise in execution. This choice will not attract hardcore decentralization purists and it is not trying to. It signals clarity about the environment Fogo wants to serve. If you are building latency sensitive DeFi structured markets or real time trading systems predictability is more important than philosophical balance. Traders do not care about ideology. They care about whether orders execute the way they expect. In traditional finance firms pay large amounts of money to place servers physically close to exchanges just to reduce milliseconds of delay. That shows how serious latency is in competitive markets. Fogo seems to understand that the next phase of on chain finance may follow a similar path where coordination precision matters more than wide distribution. Another key detail is separation from Solana’s network state. Fogo runs the Solana Virtual Machine independently. Developers benefit from compatibility but Fogo maintains its own validator set and its own performance envelope. That means congestion or stress on Solana does not automatically impact Fogo. The network is ecosystem aligned but not operationally dependent. This separation is important because we have seen how high demand periods can stress even strong chains. NFT launches meme coin cycles or sudden DeFi surges can create bottlenecks. If you are building serious infrastructure you cannot afford unpredictable spillover. By running independently Fogo protects its performance profile. After studying the architecture more closely I stopped thinking of Fogo as another fast chain. It feels like infrastructure built around a belief that the future of on chain markets will require lower variance tighter validator coordination and design that respects physical reality. Physically aware design is rarely discussed openly in crypto. Many projects assume the world is frictionless. But distance exists. Coordination cost exists. Load exists. Fogo builds as if those constraints matter. Whether this model scales globally is still uncertain. The market will decide. But the intent behind the architecture is clear. Every design choice connects back to deterministic performance. Solana Virtual Machine for developer access. Independent validator set for control. Multi Local Consensus for predictable coordination. In a space filled with recycled speed claims Fogo stands out because it is not pretending that raw throughput alone solves everything. It is making a focused bet that serious capital and advanced DeFi systems will value execution stability over maximum dispersion. I respect that clarity. Not every chain needs to optimize for the same goal. What matters is honesty about tradeoffs. Fogo does not pretend geography does not exist. It does not pretend latency disappears. It builds around the idea that coordination and distance shape real outcomes. Speed can attract attention. Determinism can build trust. If the next phase of on chain finance demands predictable infrastructure then Fogo may be positioned for that shift. For now it is a project worth watching not because it shouts the loudest but because its design philosophy is grounded in reality rather than hype. @Fogo Official #fogo $FOGO
At first Fogo looked like every other fast Layer 1 but what made it different was choosing a proven system instead of pretending to invent something new It runs on SVM which already works in real markets so there are no excuses if it fails The focus is not hype but keeping things smooth under real pressure stable fees strong validators and easy tools for developers That boring consistency is what really builds trust and long term growth.