Recently, while organizing the current state of the infrastructure track, I suddenly realized a thought-provoking question: in the era of L1 public chains reaching the sky, where exactly is the so-called "moat"? Is it just about stacking TPS data? Or can it truly solve the practical pain points of enterprise users?

I shifted my focus away from those all-in-one public chains and carefully examined Vanar's architectural design, only to discover that the market might have overlooked something—how "verticalization" and "compliance" will weigh in the upcoming cycle.

I've been pondering how Web2 giants are entering Web3. For large entertainment IPs and consumer brands, the fundamental reasons for their hesitation boil down to two: uncontrollable costs and ESG environmental concerns. That’s why I think Vanar Chain deserves serious attention. It doesn’t boast grand stories; instead, it pragmatically dives into the niche but massive field of "entertainment and mainstream adoption."

While digging into Vanar’s tech stack, two details sharply heightened my professional sensitivity.

One is the economic model. For developers and enterprises, gas fee volatility is a major obstacle to bringing business logic on-chain. Vanar’s efforts in cost optimization, in my view, are not just technical upgrades but a dimensionality reduction in business thinking—eliminating users’ "blockchain friction," which is the real key to large-scale adoption.

The other is the environmental story. Some might see this as just marketing fluff, but in the institutional investment logic I’ve encountered, carbon footprint has become a hard metric. An infrastructure with a built-in green label can precisely serve those traditional large funds stuck by ESG regulations but eager to enter the crypto market.

Today’s market noise is overwhelming, with everyone chasing the latest trends. But if you take a step back and look at the fundamentals, the infrastructure competition has entered the second half—shifting from "performance stacking" to "application scenario implementation." Vanar, by connecting tech giants like Google Cloud, has built a highly targeted ecological closed loop.

The future winners may not necessarily have the most explosive technical parameters, but they will be those that enable the smoothest migration of traditional business logic onto the chain. From what I see now, Vanar is somewhat like a key node connecting these two parallel worlds.