2026-01-21 17:21:03

Betting on VANRY, in simple terms, is betting on one thing: whether this team can truly connect the value of traditional IP to Web3. It's not about betting on L1 technological innovation, but on execution capability.

The key will be the on-chain data performance over the next two years. Virtua and VGN, these two core products, must develop more competitive on-chain economic incentive mechanisms than Web2 platforms and continuously attract new users. If these two indicators improve, there is indeed room for imagination by 2026. But what if they don't? If active users remain stagnant and trading volume relies solely on retail investors, then even the best story is just waiting for the storm to pass.

This market has a common flaw: grand narratives are often just for riding the wave at critical moments. The long-term value is always supported not by PPT presentations and marketing, but by solid on-chain data and continuous developer investment.

Vanar's goal of 3 billion users is not a dream, but until real data supports this ambition, everything should be regarded as high-risk gambling. Whether it can become a reality depends entirely on how well execution is carried out.

VANRY-1,71%

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GasWaster

· 01-24 17:07

Exactly right, it all depends on whether Virtua and VGN can really scale up. Just boasting about 3 billion users is pointless.

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ForumMiningMaster

· 01-23 22:46

That's so right, execution is the key, those PPT dreamers should have been gone long ago. --- If Virtua and VGN still don't have good data, then Vanar's 3 billion users are just bragging. --- I can understand betting on execution, but the question is: are these teams reliable? We need to see their previous project results. --- 2026? Why is it always 2026? It seems every project is talking about potential in 2026 haha. --- On-chain data doesn't lie, I agree with that. Maybe wait for a quarter to see their real performance data. --- Migrating from Web2 to Web3 looks easy but is extremely difficult to actually do. Don't overestimate this team's capabilities. --- The biggest fear for a take-over team is this: activity levels always stuck low, and in the end, they just take the blame for others. --- Just hearing about the 3 billion user target is enough; currently, Web3 doesn't even have 300 million real users. --- Instead of believing in grand narratives, it's better to wait half a year and see on-chain activity—then you'll see the true picture.

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PseudoIntellectual

· 01-22 14:50

Execution is the key to success, and there's no denying that. But can Vanar truly unlock the IP value in Web3? I remain skeptical. Let's wait and see the on-chain data; no matter how good the story is, without data, it's all talk. 300 million users? Let's first see the actual DAU before making any claims, not just hype. Honestly, right now, those in this circle are better at storytelling than actually getting things done. If Vanar can really break through, I'll admit defeat. Wait, are Virtua and VGN's incentive mechanisms really more competitive than Web2 platforms? I need to see the data myself.

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SocialAnxietyStaker

· 01-21 17:48

Wait, the trading volume driven by retail investors taking the bait is exaggerated, but it's indeed the norm. The goal of 3 billion users sounds more like a numbers game to fool people.

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GateUser-74b10196

· 01-21 17:44

That's quite realistic, but no one really believes the figure of 3 billion users. It's not too late to boost the current activity level before boasting.

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ArbitrageBot

· 01-21 17:39

Basically, it's about whether Virtua and VGN can really survive. Data doesn't lie; anyone can boast.

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MEVSandwichVictim

· 01-21 17:37

Exactly right. Now I'm just worried that Vanar will be another big-picture dreamer. 3 billion users sound great, but what about the data?

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Ser_APY_2000

· 01-21 17:37

That's so true, I'm just worried that he's another storytelling expert. 3 billion users sounds unbelievable; let's see if Virtua can keep people first before bragging.

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