2026-01-21 11:21:05

Recently, I've been looking at the competition among L1 blockchains. To be honest, everyone is focusing on TPS data, but there are not many projects that can actually run smoothly. Vanar's approach is quite clear—directly targeting mainstream entertainment and large-scale user adoption as the core pain points.

We all understand that the true engine of a bull market is the entry of traditional internet users. Vanar's partnership with Google Cloud, combined with the hard indicators of zero carbon and low cost, essentially paves the way for traditional game developers to enter. The market is still oscillating back and forth, but projects with actual business logic support tend to be more resilient than pure concept tokens.

If you're optimistic about the upcoming recovery of GameFi and the Metaverse, then projects serving as underlying infrastructure are worth watching. No need to go all-in; allocate a portion of your funds. As the ecosystem develops, I personally think this risk-reward ratio is quite favorable. Ultimately, investing still boils down to the simple principle—buy when it's unpopular, sell when it's hot.

VANRY3.57%

GAFI-5.47%

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CryptoDouble-O-Seven

· 4h ago

Hey, Google Cloud's hand is indeed good, but to be honest, the story of the underlying infrastructure has been told too many times. Zero carbon, low cost sounds appealing, but the key is whether someone will actually use it; otherwise, it's just talk on paper. Wait, can it really attract traditional game developers? I'm a bit skeptical. Just to complain, every time it's said to be the next bull market engine, but in the end, it's all about the data. A little bit of matching is fine, just consider it as betting on the probability of an ecosystem taking off. Whether TPS is high or not isn't that important; whether the ecosystem is lively or not is the real key. I agree with the saying "buy when it's unpopular, sell when it's popular," but the question is, who can truly seize the opportunity?

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All-InQueen

· 4h ago

Let me give a shout-out. Vanar's combination punch definitely has some substance. The endorsement by Google Cloud and the zero-carbon aspect alone sound valuable just from hearing about them. But to be honest, I still have reservations about GameFi and the metaverse. It feels like they've been calling for a recovery for two years. The real strategy is "buy when it's unpopular, sell when it's popular." Who can really hold on now? It still depends on the actual user data moving forward. It seems like this guy is doing serious analysis, much more reliable than those who just hype without substance.

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NFTArchaeologist

· 4h ago

Well, this collaboration with Google Cloud is indeed not just for show; it's much stronger than those who only boast about TPS. I understand Vanar's approach—it's about removing entry barriers for traditional vendors, making it ready to use right away. Zero-carbon, low-cost sounds simple, but very few can actually implement it, which makes this truly worth paying attention to. GameFi needs big IPs to revive; for now, it's still small-scale, but early positioning definitely makes sense. The biggest fear is another hype cycle where the data looks good but projects die out; this depends heavily on ecosystem activity. Buy the hot ones when they are unpopular and sell when they are popular? Easy to say, but most people do the opposite, haha. No problem with the configuration, but don't expect too much; the market will likely experience a few more rounds of volatility.

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MEVHunterLucky

· 4h ago

Really, TPS data is all fake; the key is still whether people use it or not. Google Cloud's collaboration is pretty good, but it seems Vanar truly hit the jackpot by catching the wave of game developer awareness. GameFi has been dead for so long, and now it's suddenly reviving? I remain skeptical, but the underlying infrastructure is indeed worth some investment. Low-cost zero-carbon sounds good, but I'm worried it might just become another story-telling project. Upgrading doesn't hurt, anyway there's not much good target right now.

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