What are investors murmuring about? Understanding CZ's increased holdings and the underlying moat strategy

In recent days, the crypto world has been stirred up again by a piece of news. The price performance of $ASTER has been eye-catching, sparking heated discussions until someone uncovered the core truth — a top investor, CZ, quietly increased their holdings. From the previous level of a few million tokens to the rumored scale of tens of millions, market participants are starting to wonder. Are you also considering your own position, hoping to catch this wave?

This mindset is very realistic. Those who have been in the crypto space for a long time know how strong the temptation is to follow the big players’ holdings. From well-known entrepreneurs to investment giants, every tweet or buy action can trigger sharp fluctuations in asset prices. Many dream of replicating such success but often find themselves a step behind, always chasing after others’ completed layouts, and wondering: where is the next money-making opportunity?

The Trap of Passive Position Tracking

This game of “following the big shots” is indeed exciting, but the problem is equally obvious — you are always passively following the trend, waiting for information to be exposed, always a beat late to those who actively plan. True investment experts have long seen through this. They don’t waste time staring at others’ holdings; instead, they focus on a more fundamental question: What kind of infrastructure are these big players building?

If crypto investing is compared to a football match, many people’s attention is only on the forward — how many goals they score, their skills. But those who truly understand will notice the midfield organizers, the stability of the defense, and the overall tactical framework devised by the coaching team. It is these “behind-the-scenes forces” that determine the outcome of the game.

The same logic applies to the crypto world. While individual project investment opportunities are important, the infrastructure layer supporting these projects — especially high-performance, scalable, real-world application-capable public chains — is the key to the prosperity of the entire ecosystem.

Two Strategies of Smart Money

When observing the flow of smart money, an interesting divergence emerges: some funds, like CZ’s, focus on specific application projects, such as $ASTER and other promising tokens; while another, “smarter” portion quietly invests in underlying infrastructure.

It’s like the difference between fishing and building ships. The former yields direct profits, while the latter builds the entire system. When you own a fishing boat, a fishing net, or even a port, you don’t just catch a few fish — you attract continuous traffic.

In this context, public chain projects like Vanar Chain, which focus on the infrastructure layer, are attracting increasing strategic attention. They are not chasing fleeting hot trends but aiming to become the foundational value in the next bull cycle.

The Strategic Value of Dual-Track Deployment

Vanar Chain’s design is highly strategic, targeting two golden tracks capable of attracting massive capital and users:

The first track is the on-chainization of real-world assets (RWA). Traditional assets like real estate, bonds, commodities, represent trillions in existing value. These assets are still confined within traditional finance systems, lacking global liquidity. Vanar leverages its efficient underlying architecture and low transaction costs to make tokenization and trading of these assets a reality. This is no longer hollow hype but the construction of a genuine global asset circulation network — bringing real value into the crypto world.

The second track is digital entertainment and mass applications. Scenarios like gaming, social platforms, virtual worlds are the easiest entry points for ordinary users to access blockchain technology. Vanar offers a smooth experience close to Web2, with near-zero transaction costs, making large-scale user influx no longer a fantasy — each user can truly own their digital assets.

Advancing these two tracks simultaneously dispels doubts like “What’s the practical use of blockchain?” because the answer is becoming clearer.

The Value Anchor of Ports and Ships: Infrastructure

Imagine when a modern port is built, regardless of how many fishing boats or fishing teams there are, they will continuously gather at this port. The prosperity of the port directly determines the gains of all participants.

Similarly, when infrastructure like Vanar Chain is well-developed, all applications built on it and assets flowing through its network will drive the entire ecosystem’s growth. The value of $VANRY is deeply tied to the future throughput and prosperity of this “port.”

Projects operating on the main chain (like $ASTER) fundamentally depend on the performance and health of the underlying public chain. When infrastructure upgrades, the entire ecosystem rises together.

From Speculation to Conscious Investment Decisions

Next time you see a big shot’s holdings change and feel excited, ask yourself a deeper question: What blockchain is this investor’s entire portfolio built on? Where is that blockchain’s competitive edge and moat?

True opportunities are often hidden in those unassuming projects quietly laying the groundwork for the next growth cycle, rather than in hot projects already widely discussed and priced in.

Follow @Vanarchain and $VANRY not to chase the trend, but to understand the fundamental logic of the next cycle. While the development of the Vanar ecosystem is not an overnight success, its strategic direction is clear and far-reaching. It’s far more valuable than passively tracking the holdings of big players.

Disclaimer: This article is for market information discussion and sharing opinions, not investment advice. All mentioned projects, individuals, and assets carry high risks. Readers must conduct independent, thorough research and are responsible for their own decisions. Cryptocurrency markets are highly volatile; participate rationally.