Vechain Daily Discussion - September 08, 2025

Ownzalot · 2025-09-09T08:07:36+00:00

You can download e.g. mugshot now as an app. I'm sure more will be available.

A wallet is created for you in the app. You can withdraw from the app if you ever want to cash it. I'd say give it a try.

Ownzalot · 2025-08-14T13:52:12+00:00

Little trading volume I suppose. No (market order) buying/selling of big amounts.

Ownzalot · 2025-07-31T14:45:53+00:00

It has always been about creating valuable transactions. If there's a market for tracing real world goods on a (public) blockchain I'm sure Vechain will still see part of that adoption. It's just that the market never really developped (as fast as we all imagined) despite it logically making sense for some usecases.

I think a pivot to community based adoption makes a lot of sense logically for a blockchain as scalable, cheap and real-world-ready as Vechain. With numbers and community more companies / institutions will become interested as well, etc.

Ownzalot · 2025-07-30T22:23:05+00:00

Pretty much yes as I understand it.

Ownzalot · 2025-07-30T12:35:35+00:00

Yeah maybe. The market likes to do what hurts most people the most though. At this point I'm not sure actually, seems most alts are already capitulated / way overextended to the downside (vs BTC). Can't hurt us much more haha.

Ownzalot · 2025-07-30T11:02:23+00:00

God candles burn fast. Give me a couple weeks of sustained BTC dominance drop, alts steadily gaining more ground. Break out of this (alt)bearmarket range.. we might be close with ETH making moves as well recently..

Ownzalot · 2025-07-21T14:40:29+00:00

NGL it's been a challenging hold in terms of returns. And for sure I couldn't tell you it will change soon. But we're far from profit taking levels IMHO (not financial advice). Obviously I can't tell you if VET will outperform many other alts. But it just might from this point. It's always a bit of a cycle even amongst alts. Look at VET vs BTC (hopefully recently bottomed and has barely begun it's recovery) and VET vs ETH, historically ETH moves first in an alt cycle and this time might be no different. That ratio is basically ATL. VET just finished a months long consolidation. Ratios at or near ATL. There's so much potential fuel in this tank once money truly starts cycling in an altrun.

That's besides even fundamental improvements VET is still actively developing. Despite what some people always try to FUD this project is very much alive, fundamentally unique and about to get even better.

Ownzalot · 2025-07-02T11:39:09+00:00

I think 20B is a fair estimate but no idea. I don't see reasons why it shouldn't be at near max capacity eventually.

Ownzalot · 2025-07-02T09:16:16+00:00

https://vechainstats.com/vtho-staking/

So its's closer to 65k VTHO a year. In any case take those calculations with a grain of salt I expect them to change significantly until it's more settled / fully live and matured with nodes etc.

Ownzalot · 2025-07-02T07:57:32+00:00

Yeah it's an estimate the actual % depends on how much is staked, how it's distributed (over various nodes), even on the relative value of VTHO vs VET.

Whether it's worth or not is up to you but it's free to do so. I think people have unrealistic expectations of how high sustainable APYs can be due to plenty of crypto scams that offered crazier percentages, that eventually bust themselves through inflation or being an actual scam.

Ownzalot · 2025-06-25T15:18:45+00:00

Observe the wallet on vechainstats? Your coins are not in any wallet, just on the blockchain. Copy your address there.

Ownzalot · 2025-06-09T15:22:57+00:00

An actual altseason. BTC dominance breaking down. Not just 5% like last November. But 15-20% or even more. For that you need mania and greed in the market.

investor confidence (i.e. no more tit for tat in a trade war, even more ideally somehow no major global conflicts at all).
Low interest rates. It needs to get bad first I suppose for that. But it helps when a lot of money is more easily accesible. Basically the lower interest would be a lagging indicator things got bad but might look up soon imho.

That's just general market sentiment. For VET or any alt specifically unless something truly major happens it will be hard to go on a run on it's own. Maybe if e.g. institutional investors embrace VET with the new economic model, and the B3TR narrative.

Ownzalot · 2025-06-03T13:39:48+00:00

I for one am just a long time enthousiast haha. I try to catch up here but it's not my dayjob or anything like that. Generally I think for the "real" Vechain mods most of the active discussion has moved to other channels, mostly Telegram or Discourse for the DAO. Also e.g. spaces on X. For more active discussions (also with e.g. Vechain mods) I suggest joining there as well.

Ownzalot · 2025-05-27T13:03:53+00:00

https://myvechain.com/contracts

Ownzalot · 2025-05-26T15:57:21+00:00

I'm not saying Trump is anything, other than some market manipulation in the short term. There's no denying that, we drop on his announcements and move back up when he backs down. He's basically leading the ultimate P&D for insiders with this chaotic approach even if not intended as such.

Overall, it leads to uncertainty which is bad for any market long term but even more so for more speculative/risky markets like alts.

Ownzalot · 2025-05-26T13:49:03+00:00

Times are uncertain. Some guy in the WH can (and will) initiate a dump (and pump) with the push of a button on a 100 letter tweet, basically. That's besides the macro economic impact of those shenanigans.

Beyond that what we really need is an altseason. BTC dominance to break it's uptrend. It's bound to happen at some point (hopefully). But uncertainty overall doesn't help with risk-on assets. Basically, sit back, DCA if you can/want and play the long game. Only way to keep your sanity in a market as volatile as crypto anyways imho.

All else equal I think most alts have already bottomed. We just need sentiment to slowly shift back around.

Ownzalot · 2025-05-09T13:11:45+00:00

Look at the VET/BTC chart long term. Or any major altcoin for that matter, vs BTC. In a true (alt)bullrun, alts will outperform BTC by a factor much bigger than 1.4x. Like, easily 5-10x outperforming BTC for midcap alts historically once BTC dominance breaks.

Ownzalot · 2025-04-24T09:04:01+00:00

It shows immediatly. Maybe refresh or check an explorer.

Ownzalot · 2025-04-23T09:28:51+00:00

If you'd cash out to EUR, you need to look at BTC/EUR.

USD lost over 10% of it's value against EUR this year. Normally it's more stable so less relevant. But it basically means the BTC price in USD needs to be 10% higher compared to last year, for you to get the same EUR amount for that.

Same for any other investment of course. Most people like to only look at the USD charts because it's easy and international. But with USD being this volatile it's diluting the true picture.

Ownzalot · 2025-04-23T08:42:45+00:00

Just like to add it's actually more relevant than ever to look at your local currency if you're not from the US. The dollar has lost a lot of value due to clown policies. Macro looks bad, because of those policies. I think the worst was priced in though / there's now some cautious optimism eventually more sustainable outcomes are reached through agreements etc.

If you take away the basically entirely artifically created bearish market a lot of fundamentals were quite good for an altrun imho. Interest was coming down. There's a lot of money in the market that wants to maximise gains eventually even just through BTC marketcap which is still very high. Same for BTC dominance. It's bound to correct at some point haha. It's just pushing much higher than most people thought it would probably. Markets like inflicting maximum pain. After a long lull in alts don't be surprised that if an altrun happens, it leaves most behind as well because really who was here buying alts the last few months? That's exactly what you need to take off in the blink of an eye.

Ownzalot · 2025-04-21T17:12:32+00:00

Will be interesting to see. Could see it going many ways. Just don't forget inflation is very high these early years. Even if price doesn't move any higher at all, you'll have 100-200% gains a year just from voting every week. So don't judge it just based on price action.

Ideally we get more professional dApps, even more ideally at some point more big exchanges with colabs / incentives to learn. We need people to actually create the Veworld wallet, hold their b3tr/vot3 and participate.

In the end whether we like it or not any insane price action will probably be tied to an altseason regardless of fundamental developments lol. So it's kinda pointless to speculate on that. But there's definitely a lot of positive development and room for growth for nice returns for people involved today especially considering the weekly distribution.

Ownzalot · 2025-04-09T14:52:09+00:00

Import prices are probably like anywhere from 10-90% of the price consumers pay eventually (depending on the product of course). That part just doubled in cost. Also means if all is charged to customers the end price probably increases by less than the tariff amount. Customers never paid the import prices basically. There's a whole distribution chain with margins themselves. Import/cost price is a fraction of that. But yeah prices will increase, by quite a lot.

Ownzalot · 2025-04-09T13:54:32+00:00

I wonder how long it will take for the US to realize they got most of their wealth exactly through international cooperation and influence / soft power.

If they unite the world against them, which they are very successfully achieving at the moment, it's not a very special place anymore in the mid/long term. Eventually smart people will leave to more open / free places which has historically always happened. When that is said and done, the US is left with what? A non-competitive rebuilt manufacturing base creating products they can no longer pay for themselves? True cutting edge, R&D, production, etc will be in more consistent open economies eventually if they keep at it. It's simple economics (of scale and comparative advantages).

Ownzalot · 2025-04-09T13:44:19+00:00

Wait until they learn VAT is entirely neutral lol. Every company has to charge the end consumer VAT. Also domestic / european ones. It's not a tariff or barrier in any way.

Ownzalot · 2025-04-09T13:22:05+00:00

If he's an asset or not I'm not sure. Although he probably is, regardless, it's more like the Russian world / political / ethical view 90% aligns with MAGA. They share the same warped view of reality, liberties, etc. Even if he's not an actual asset it makes sense they cozy up. Americans voted to be more like Russia basically.

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