He Yi's perspective on L1 breakthroughs: Why Vanar is able to carve out a blue ocean in the red sea

In the cryptocurrency industry, He Yi always has a keen eye for industry development trends. Recently, a series of her insights shared on social media not only reveal the way Binance interacts with the industry but also analyze in depth why Vanar has emerged as a standout in the crowded L1 track.

A New Era of Industry Collaboration: From “Jianghu” to “Business”

He Yi mentioned that the interaction model among crypto giants has completely changed. Although online discussions are intense, offline interactions are filled with mutual respect. No matter how fierce the arguments were in the past, the core remains the business logic of “harmony breeds wealth”—this reflects the industry’s shift from the old “Jianghu” spirit to a more mature commercial civilization.

He Yi shared details of her interactions with industry insiders. At an event at the end of last year, she candidly discussed talent poaching with relevant parties, who even cheerfully said, “Poach whoever you want.” Behind this open-minded attitude is a rational understanding within the industry that aims to optimize itself rather than simply attack competitors. He Yi emphasized that a company’s success depends not on attacking others but on improving its own shortcomings. This statement reflects Binance’s strategy in facing competition—continuously improving products instead of engaging in pointless mudslinging.

Notably, He Yi also humorously referenced an interaction involving high heels with CZ. When CZ commented on shoes, He Yi joked, “Spread the word, CZ likes high heels,” showcasing a relaxed interaction that exemplifies the closeness and trust among industry leaders. This meme might become one of the industry’s fun topics in 2026.

When Will the “Carriage Era” in the L1 Track End?

Every few months, a new L1 public chain appears, claiming to be faster and cheaper. But He Yi’s perspective is worth pondering: the crypto world is not short of basic blockchain space, what is truly scarce is the “intelligent space”.

In her view, traditional L1s are like highways paved for speed, but the vehicles running on them are still carriages. This metaphor sharply points out the current dilemma of the L1 track—hardware performance is no longer the bottleneck; the bottleneck lies in the lack of innovation at the application layer. Vanar’s uniqueness is that it was designed from day one to support AI applications. This is a fundamental difference.

He Yi’s confidence in Vanar stems from the project team’s rich experience in gaming, entertainment, and brand operations (including the well-known Virtua metaverse project). This means they deeply understand how to bring the next wave of 3 billion users into Web3—not through dull technical parameters, but through engaging application experiences. And the soul of these experiences, in the next decade, will inevitably be AI.

From Blockspace to Intelligent Space: An Upgrade

While other L1s are still competing over TPS and transaction speed, Vanar has already taken a step into a higher dimension. Through Kayon (on-chain reasoning) and Flows (automation), Vanar demonstrates what it means to be a “ready for AI” blockchain. This differentiated competitive strategy has carved out a unique blue ocean in a red ocean.

He Yi’s observation captures the pulse of industry development—focusing on self-optimization rather than attacking competitors. This philosophy also applies at the project level. Vanar’s focus on AI as the future direction, rather than simply stacking performance metrics, has given it a unique competitive edge.

VANRY: The Pass to the Next-Generation Intelligent Ecosystem

From an investment perspective, the VANRY token is not just a trading asset; it’s a ticket to enter this intelligent ecosystem. For investors seeking projects with long-term moat, Vanar’s strategic positioning is highly attractive—it’s not about repeating what already exists but about pioneering new possibilities.

He Yi’s series of insights all convey the same message: whether in industry collaboration or project competition, the future belongs to those who are good at innovating, optimizing themselves, and grasping trends. And Vanar is a prime example of this.