黑暗森林Bit

#vanar $VANRY

Vanar Chain (VANRY) is a first-layer blockchain aimed at serving mainstream applications such as gaming and entertainment. Its core goal is to lower the barriers to using Web3 and attract billions of users.
1. Project Origin and Transformation
· Formerly: Terra Virtua Kolect (TVK), a metaverse project focused on digital collectibles.
· Transformation: Renamed to Vanar Chain in November 2023, with the TVK token swapped 1:1 for VANRY, shifting its focus to being a foundational blockchain for gaming, entertainment, and artificial intelligence.
2. Core Technology and Features
· Consensus Mechanism: Utilizes a unique Proof of Reputation (PoR) mechanism, combined with Proof of Authority (PoA), aimed at ensuring network security and efficiency through trusted validator nodes.
· Technical Foundation: Built on a mature Go Ethereum codebase, fully compatible with the Ethereum Virtual Machine, facilitating developer migration.

#plasma $XPL

1. Project Positioning
A blockchain network specifically optimized for stablecoin payments and transactions. Its core objective is to address the high transaction fees and slow speeds of existing public chains (like Ethereum), allowing for faster and lower-cost transfers of stablecoins (like USDT), even with zero fees.
2. Key Progress
· Mainnet Launch: The project's mainnet was launched in September 2025.
· Financing Situation: The project completed a total of $24 million in financing in 2025.
· Partners: Collaborations with Tether (the issuer of USDT) and others aim to provide zero-fee USDT transfers.

#walrus $WAL @Walrus 🦭/acc Wal's economic model

The most talked-about "Walrus" in the current market is the decentralized storage network in the Sui ecosystem. With technological innovations from a star team, it aims to challenge existing storage solutions and is a significant project in the Web3 infrastructure domain.
· Token: The project has its own utility token $WAL .
· Allocation: According to unofficial community information, over 60% of $WAL will be allocated to the community, with 10% reserved for airdrops.
· Economic mechanism: The economic model is based on staking and combines reward and penalty mechanisms. The innovative storage authentication mechanism has costs that scale logarithmically with the number of stored files, reducing proof costs

【Dark Forest Rule: Rational Survival 0001】Dusk, Can He Make It to the End?
#dusk $DUSK

Dusk was founded in 2018, a single-layer blockchain designed specifically for regulated and privacy-focused financial infrastructure. With its modular architecture, Dusk provides the foundation for institutional-grade financial applications, compliant DeFi, and tokenized real-world assets, with privacy and auditability built into its design.

🔍 DUSK Status vs. Your Investment Criteria

1. "Protocol Revenue" and "Deflationary Model"
· DUSK Status: The project does not have stable protocol revenue, and its economic model is not deflationary—on the contrary, it faces inflationary pressure (50% of tokens remain unreleased). The primary use of the token is for paying network transaction fees and staking, with its value entirely dependent on the growth of network applications.
· Your Criteria: Seeking projects with solid protocol revenue and a deflationary model.
· Conclusion: Does not meet criteria.
2. Project Ecosystem and Activity Level
· DUSK Status: The ecosystem is extremely inactive. 24-hour trading volume is only around $14,000, with fewer than 20,000 holding addresses, described as "limited liquidity and low trading activity." The price has dropped nearly 80% over the past year.
· Your Criteria: Values projects that solve real-world problems and have adoption.
· Conclusion: Current adoption is extremely low, and there is no proof it can solve real problems.
3. Opportunity and Uncertainty
· DUSK Status: The main opportunity lies in the narrative of a "compliant privacy finance chain," along with the planned collaboration with the Dutch exchange NPEX to tokenize €300 million in securities. However, this remains a long-term expectation.
· Your Criteria: Looking for projects that consistently and stably create value, rather than those driven solely by narratives.
· Conclusion: High narrative risk, extremely low probability of realization.

📈 Summary and Investment Recommendation

Key Metrics to Monitor: If you're still interested in its potential, focus on the DuskEVM mainnet launch in January 2026, and whether the €300 million asset tokenization partnership with NPEX is actually executed and generates real network activity.

【Dark Forest Rule 0015】Trade: Easy to Know, Hard to Do, Let's Encourage Each Other

The highest level of trading is stability,
the highest level of stability is simplicity,
the highest level of simplicity is repetition,
the highest level of repetition is mindless,
the highest level of mindless is selflessness.

The progression of trading skills can be compressed into a minimal chain:

1. Make results "stable" — survive;

2. Make methods "simple" — keep only one high-win-rate strategy;

3. Make actions "repeated" — train this strategy into muscle memory;

4. "Mindless" — no on-the-spot reasoning, just automatic execution;

5. "Selflessness" — let go of "self-attachment," flow in sync with the market.

Additionally, there is a cultivation path from many to one, from brain to heart:

Technology → System → Habit → Instinct → Realm.

The first two levels rely on cognition and discipline,

the middle two levels rely on deliberate practice,

the final level relies on inner cultivation.

Trading success begins with independent thinking, a lonely dialogue with oneself, reconciling with inner desires, understanding the market, becoming friends with the market, and enemies with oneself, ultimately achieving resonance with the market.

This may be a guide, but you will still walk this path of trading alone, eventually gaining a powerful inner strength, and the wealth brought by this powerful inner strength.