Luna月芽

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Those dreams of Web3 lying in Amazon servers should wake up
Whenever I pay the expensive cloud server bills for DApps, I always feel a strange irony. We talk grandly about a decentralized future, yet the reality is that the backend of the entire industry is still rooted in the soil of Web2 giants. This cognitive dissonance has troubled me until I dismantled the architectural logic of @Walrus 🦭/acc , realizing that this is not just another storage project, but a mathematical correction of the systematic flaws in the blockchain world.
Walrus completely abandons the simple and crude copy stacking model of traditional decentralized storage. It no longer awkwardly duplicates a file ten times for safety, but instead adopts RaptorQ erasure coding technology. This mechanism is like a form of digital magic: it shatters data into countless redundant shards, and as long as a small portion of shards is retained in the network, the original information can be perfectly restored. This marks a shift in storage paradigms, moving from redundancy relying on physical hardware to robustness relying on algorithms, truly achieving the exchange of computation power for space and ensuring safety through mathematics.
What impresses me even more is its synergy with Sui. Walrus wisely decouples the control layer from the storage layer. Sui acts as the high-speed brain, processing metadata, permissions, and payment logic, while Walrus transforms into a profound ocean of data. This design, aided by the Move language, makes storage no longer a static resource but a programmable and transferable on-chain asset. This means we finally have fast enough and cheap enough infrastructure to support the upcoming wave of decentralized AI, ensuring that humanity's knowledge base will not be locked on the islands of tech giants. This is not merely a technical upgrade but a reassertion of data sovereignty. #walrus $WAL

Reviewing the evolution of the RWA (Real World Assets) track, I increasingly feel that the core pain point of "asset on chain" is not in the technical narrative, but in how to break the binary opposition between privacy and compliance. Traditional public chain architectures often take extremes between complete transparency and complete anonymity, the former exposing institutions to the risk of revealing commercial secrets (such as holdings and strategies), while the latter fails to meet KYC/AML regulatory audit requirements. The breakthrough point of @Dusk lies in reconstructing this underlying logic through "Regulated Privacy."
From a technical architecture perspective, Dusk utilizes the Piecrust virtual machine and zero-knowledge proof (ZKP) technology to build a Layer 1 environment that balances efficiency and privacy. The upcoming DuskEVM mainnet supports direct deployment of Solidity contracts, achieving a "zero-friction" migration for developers. More disruptively, its Citadel protocol transforms cumbersome KYC into mathematical proofs that do not require exposing specific data. This design, which follows the "principle of minimal disclosure," separates identity verification from permission rights: users only need to present "compliant" credentials without handing over sensitive personal data to on-chain applications, thus protecting user privacy and reducing the data holding risks for institutions.
Unlike many projects that patch compliance at the application layer through contracts, Dusk chooses to directly embed the Compliance Layer into the protocol's underlying layer. This means that an "account" is no longer just an address, but a container with compliance attributes. Coupled with substantial cooperation with the Dutch licensed exchange NPEX, Dusk Trade demonstrates the landing capability of the regular army. When privacy protection becomes infrastructure rather than an option, this natively compliance-supporting public chain architecture may truly be the moat that carries trillions of institutional funds on a large scale. #dusk $DUSK

In this era of Layer 2 crazily rolling TPS, I am more willing to calm down and think about the real bottleneck of large-scale applications (Mass Adoption) in Web3. For ordinary users, the disconnection of transferring dozens of dollars while having to pay a few dollars in Gas fees is the core reason for discouragement. This is also where I recently re-examined the logic of @Plasma : they achieved "zero Gas fee" for stablecoin transfers through the Paymaster mechanism, and this seamless experience, similar to sending red envelopes on WeChat, truly hits the pain point of the payment track.
From a technical fundamental perspective, the route taken by Plasma is very pragmatic. It is fully compatible with EVM and supports mainstream development tools such as Hardhat and Foundry, which means developers can migrate with almost zero cost and without technical thresholds. What makes me feel more assured is its security design—regularly anchoring the state on the Bitcoin network, leveraging BTC's underlying security endorsement. This design undoubtedly adds a layer of heavy protection for asset security in the current market environment.
The flow of funds does not lie. The TVL of SyrupUSDT lending pool on Maple has already reached an astonishing $1.1 billion, and the entry of institutional funds indicates recognition of its underlying logic. In practical scenarios, the data from Rain cards and Oobit is also quite solid, directly connecting to the Visa network covering hundreds of millions of merchants worldwide. Coupled with the support for the euro stablecoin EUROP that complies with the MiCA regulatory framework, it can be seen that the project party is seriously laying out a long-term business in compliant payments rather than short-term speculation.
Of course, we must face the risks. The K-line of $XPL has retraced nearly 90% from its peak, and the enormous selling pressure reflects the fragility of market sentiment. The current hidden dangers are also quite obvious: the validator network is still in a highly centralized state controlled by the team, which has always been the sword of Damocles hanging overhead. In addition, the ecological applications, apart from basic transfers and lending, appear too thin and lack killer applications that can retain traffic. The current situation is one of coexistence of opportunities and risks; the foundation is good, but to reverse the downward price trend, we still need to look at the subsequent process of decentralization and the speed of ecological explosion. In this noisy market, such projects that truly solve the "payment pain point" but still have defects are worth continuous tracking.
#plasma $XPL

In this noisy market cycle, I have been deeply reviewing the real form of the combination of Web3 and AI. Most so-called 'AI public chains' on the market are still stuck in the stage of competing TPS values or roughly 'post-decorating' the old EVM architecture. However, the real AI infrastructure requires not only speed but also the carrying capacity of 'native intelligence.' This is also the core logic behind my focus on Vanar Chain—it's not simply trying to attach an AI interface to the blockchain, but rather starting from the underlying architecture, it has reconstructed the foundation for the large-scale landing of AI.
@Vanarchain 's tech stack demonstrates a calm and restrained 'enterprise-level adaptability.' Traditional on-chain data is often dry bytes, lacking context, while Vanar, through Neutron (semantic memory layer) and Keon (inference layer), attempts to address this pain point, giving data 'semantics' and allowing smart contracts to possess 'understanding.' This is crucial for future AI agents: if AI cannot access context on-chain at low cost, it is essentially 'blind.' Furthermore, Vanar's extreme optimization for microtransactions and low gas fee characteristics provide a fertile ground for high-frequency interactive AI applications. After all, if every on-chain inference faces high costs, decentralized AI will always be a false proposition.
What is even more thought-provoking is its compliance and ecological layout. From joining the NVIDIA Inception program to deep integration with Google Cloud, Vanar is clearly paving the way for Web2 giants to enter Web3. Its flagship 'carbon neutrality' feature may just be a marketing slogan in the eyes of many retail investors, but for 3A game studios or large AI enterprises constrained by ESG standards, this is precisely an indispensable compliance moat.
Setting aside the interference of short-term market noise, Vanar is building a 'computational' public chain paradigm. It is not simply using AI to tell stories but is preparing adequately for the automated settlement and value flow of the future machine economy. This infrastructure positioning around 'AI-Ready' rather than mere hype is where the long-term value lies after the bubble bursts. #vanar $VANRY

Reconstructing 'Data Availability': The Last Piece of the Puzzle for Walrus and Web3 Storage
At three in the morning, looking at the exorbitant AWS bill popping up on the terminal, a sense of irony arises: we shout decentralization, yet data still rests in the data centers of Amazon or Google. What kind of Web3 is this? This sense of disconnection only dissipated after I delved into the technical architecture of Walrus. It feels to me not like a project cobbled together for token issuance, but a genuine attempt to tackle the chronic problems of distributed storage with mathematics.
In the existing landscape, IPFS lacks native incentives, and Arweave is not friendly enough for high-frequency dynamic applications. What we need is not just a 'hard drive', but a 'data lake' with the elasticity of cloud services. The core appeal of @Walrus 🦭/acc lies in its reconstruction of 'data availability'. It abandons cumbersome multi-replica replication in favor of RaptorQ erasure coding technology. By chopping files into pieces and encoding them, complete data can be restored through algorithms as long as some fragments exist in the network. This mechanism of 'exchanging computing power for space, exchanging mathematics for security' allows fault tolerance to no longer rely on stacking hardware, but rather on the strong robustness of algorithms.
Even more sophisticated is its 'decoupling' philosophy with Sui. Walrus does not reinvent the chain, but rather utilizes Sui's lightning-fast consensus engine to handle metadata and logic, while it focuses on the storage of Blobs. This division of labor compresses storage costs to the extreme, while the Move language transforms storage resources into programmable financial assets. For developers, this means that Web3 finally has a high-performance storage layer that can compete with Web2, like equipping a sports car with top-tier tires.
Looking further ahead, this concerns data sovereignty in the AI era. If the model weights of the future are still hosted on centralized servers, the so-called 'open AI' will ultimately become a game for the giants. Walrus provides a decentralized foundation that can carry TB-level unstructured data, allowing the data to truly belong to users who hold the keys, rather than tenants leasing servers.
Don't just see Walrus as an investment target; try to look at it as a skill point that must be illuminated on the Web3 evolution tree. Run a node and experience the mathematical beauty of scattering and reassembling data. #walrus $WAL

After deeply reviewing the underlying logic of the RWA (Real World Assets) sector, it becomes increasingly clear that simply 'putting assets on-chain' cannot fundamentally resolve the chronic issue of liquidity fragmentation. The core paradox has never changed: traditional financial institutions regard transaction privacy as a core business secret, while regulators enforce transparency and audits. Existing public chain architectures often present a binary choice between 'completely naked' and 'completely black box', making it difficult for institutions to adapt. This is precisely my entry point to re-examine the technical architecture of @Dusk .
Dusk has not blindly plunged into the red sea of general high-performance public chains, but instead has deeply cultivated the narrow yet profound field of 'Regulated Privacy'. The Layer 1 environment built on zero-knowledge proofs (ZK-proofs) allows for compliance self-certification without disclosing detailed data. Among its most ingenious elements is the Piecrust virtual machine, whose optimization focus is not merely on TPS, but on the verification efficiency of ZK circuits. This means that institutions can automatically execute KYC/AML rules on-chain without having to broadcast identity or holdings to the entire network.
Unlike many projects that 'patch' compliance through smart contracts at the application layer, Dusk chooses to embed regulatory logic directly at the protocol layer. This design approach strikes at the heart of the matter: unless the conflict between identity sovereignty and transaction privacy is harmonized from the ground up, RWA will ultimately remain a concept for retail speculation. Only infrastructure can carry the complexity of 'both privacy and compliance', enabling trillion-level institutional funds to truly enter the market.
Its Citadel protocol cleverly addresses the criticized KYC pain points in Web3. In traditional models, users are forced to hand over documents to centralized institutions and bear the risk of data breaches, which goes against the original intention of decentralization. Citadel utilizes non-interactive zero-knowledge proofs to achieve the separation of 'permissions' and 'identity information'. Users only need to present a 'verified' mathematical proof, adhering to the 'minimum disclosure principle'. This not only defends user privacy but also eliminates the compliance costs and security responsibilities associated with institutions holding large amounts of sensitive data.
#Dusk's approach of directly embedding the identity layer into Layer 1 essentially redefines the concept of 'account'—it is no longer a single address, but a container that carries compliance attributes. #dusk $DUSK

In a market filled with Meme frenzy and high leverage, staring at the nearly 90% drop of @Plasma (XPL) seems out of place. However, if we strip away the price noise and return to the perspective of infrastructure, we find that its narrative logic as a 'stablecoin-specific chain' is quite self-consistent on a technical level. Unlike the current public chain race where hundreds of thousands of TPS are blindly pursued, Plasma chooses to 'do subtraction' and has perfected the payment vertical scenario.
​In terms of technical architecture, it does not simply fork Geth but adopts a Rust-based Reth client, combined with PlasmaBFT to achieve sub-second finality. This pursuit of 'settlement certainty' directly addresses the pain points of interaction between traditional finance and Web3. Even more powerful is its protocol layer's native Paymaster mechanism, which enables 'USDT transfer with zero Gas.' Users do not need to hold XPL or ETH to transfer, and this seamless experience eliminates user barriers, making it key to the mass adoption of Web3 payments. Additionally, the design of regularly anchoring the state to the Bitcoin network cleverly introduces the strongest security backing for this payment chain.
​Ecological data also confirms institutional recognition: the $1.1 billion lending pool TVL on Maple Finance, along with payment channels covering hundreds of millions of merchants through Rain and Oobit, indicate that its business is not just theoretical. Meanwhile, the layout of euro stablecoins compliant with MiCA regulations also shows its determination for a long-term compliant approach.
​Of course, risks still exist. The centralization of validator nodes and the singularity of ecological applications remain its Achilles' heel, and the token unlocking selling pressure is also an objective resistance. However, in the long run, as long as stablecoins form a circulation black hole in its network, XPL, as a necessity for maintaining network security, will no longer be merely a governance token. On this seemingly unsexy 'payment railway,' Plasma may be the pragmatic force obscured by market sentiment. #plasma $XPL

Deep Thinking: The Fusion Boundaries of Web3 Infrastructure and AI Native Computing
​Recently, I often find myself in deep thought, trying to clarify where the true boundaries of the fusion between Web3 and artificial intelligence lie. In a market where conceptual speculation is rampant, the development path of @Vanarchain has shown me a certain logical consistency. Many emerging Layer 1 projects on the market shout slogans, but peeling back the surface, they are mostly just 'remodeling' on the old architecture, and this forced compatibility gives a sense of patchwork that makes one question: if AI adaptation does not start from the bottom-level genes, can this path really work?
​After several days of deep dissection of the #Vanar technical architecture, I am increasingly convinced that simple asset on-chain has become a thing of the past; the real game lies in who can support high-frequency, high-computing power AI application scenarios. As Layer 1, the high throughput and low Gas characteristics provided by Vanar precisely constitute the essential environment for AI model on-chain execution. After all, if every model inference has to bear the expensive on-chain costs, then the so-called decentralized AI is ultimately just a false proposition. In the future L1 competition, the contest will no longer be about theoretical TPS values but about who can provide a smoother 'landing zone' for AI.
​It is especially noteworthy that Vanar's joining of the NVIDIA Inception program compels me to re-examine its technical ceiling. This is by no means a hollow title; it suggests that its underlying infrastructure is very likely to directly integrate CUDA acceleration or more efficient GPU resource scheduling capabilities in the future. For developers deeply engaged in generative AI (AIGC) or metaverse rendering, this is a core empowerment that hits the pain points. Additionally, when facing huge energy consumption pressures in training large models, Vanar's built-in carbon-neutral environmental attributes are also a frequently overlooked but highly forward-looking compliance barrier.
​However, when we discuss 'AI-Ready,' speed is merely the foundation; the more fatal key lies in 'memory' and 'reasoning.' Most current blockchains suffer from 'amnesia'; if AI cannot retain context on-chain, it is like a blind person touching an elephant. #vanar $VANRY

Recently, while staring blankly at the cloud service bill on the screen, I suddenly realized a rather absurd reality: every day we shout about Web3 decentralization, pursuing asset rights confirmation, but what’s the result? The vast majority of DApp's front-end code, the original images of NFTs, and even the resource packs of blockchain games are still comfortably lying on centralized servers like Amazon or Google. What kind of 'permanence' is this? As long as the server loses power, the so-called Token is just a string of bare code.
These days, I've been buried in the technical documentation of @Walrus 🦭/acc , and the more I read, the more I feel it hits the pain point I've been struggling with.
Previously, when looking at various storage projects, I always felt it was 'storage for the sake of storage', with incentive mechanisms either too complicated or too expensive. But #Walrus feels different to me; it doesn't seem like it's trying to create a bulky hard drive, but rather like it's equipping the entire blockchain world—especially the Sui ecosystem—with an extremely efficient 'trunk'.
I'm thinking that its architecture logic based on Erasure Coding is actually quite sexy. There’s no need to require every node to store a complete, bloated data copy, but instead, the data is sliced, encoded, and dispersed. This means that even if a part of the nodes goes down, the data can still be restored without loss. Isn't this the kind of 'robustness' I've always been looking forward to? Moreover, the cost seems to finally be reduced to a level where even storing large videos wouldn't be painful.
If Walrus really works out, future developers might not need to buy any AWS packages at all. I imagined that scene in my mind: a completely decentralized news website running on Walrus, or a fully on-chain AAA game. That would be a true 'Unstoppable Application'.
Technology is such that the more fundamental the infrastructure, the easier it is to be overlooked in the early stages. Everyone is hyping up the DeFi yields, but I vaguely feel that how to store data 'fast, cheap, and securely' is the key to whether Web3 can catch the next billion users.
I still need to keep an eye on its testnet performance, but my intuition tells me this could be a catfish in the storage track. #walrus $WAL