Between A Rock And A Hard Place

in #hive-1679222 months ago

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The numbers from the VeChain you see in the above screen shot are not normal numbers and are much higher than normal. This was taken this morning and those numbers have not slowed down.

This screen shot is 1945 blocks later and the numbers are still pumping. I checked back to the end of September last year and this time of the year is generally quiet. The Walmart orders would have bee processed last month already so this is a new client or some type of adoption we ae seeing taking place. The burn mechanism was adjusted 2 days ago and the VeChain team obviously new this was coming.

I have been holding off investing any more into VET and VTHO thinking we were still 12 months away before we would see any big changes. My investment strategy is to complete one target at a time before moving onto the next. Currently I am 75% of the way with COTI and have another I would guess 8-12 months before that is completed.

My VET target is only 20% done so there is so much more to be done here and even though I would like to add to this bag I need to stick to the plan. I a not an investor who has loads of different investments and the bags I have are big bags. More of less than less of more is how I think because if an investment is going to make you wealthy having a big bag would be smart. There is no machine gun spraying hoping something sticks and this is more a calculated approach.

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I mentioned the other day the VeChain needs to achieve a 200K VTHO burn daily every day to show a growth and today they are on track for 500K. The number of clauses is through the roof with an average of 23 transactions making up one transaction. The blockchain needs to grow 72 x from todays numbers to achieve the daily burn of 36 million VTHO and this could be a turning point moving towards achieving those numbers.

I will check back in the next 2 weeks to see how and what has changed again and whether I need to change tact on my investment strategy or believe there is still time next year to worry about this investment. I am hoping on the later next year option and not now.

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VET has not been mentioned as much by crypto influencers as it was a few years ago... Is it now an old narrative or do you think it might make a come back?

This has never gone way and VET does not need influencers. This will be the busiest blockchain from transactions in a real world use case by 2026. They are the carbon monitoring blockchain used by CBAM starting January 2026 which will see every business in Europe using this in order to be compliant with new regulations. Anyone exporting to Europe will also be using the VeChain so it is 10's of millions of transactions daily. Forget the influencers VeChain does not need them and does not need retail investors either. This is what having real use cases does and they have been growing at a crazy rate.

Fingers crossed. I also have quite some hopes on VeChain since it is a rather unique supply chain project.

Yes. Uncross those fingers as this is going to happen.

While VeChain promises to improve the flow of supply chains and to enhance business processes with the help of secure distributed ledger technology, I think it still is a long way from achieving that. The use case has global outreach, but I observed things tend to move slower until real change happens.

I think you have missed the important bits of VeChain and do not understand the time line here. January 2026 is where we know true adoption starts ,but maybe slightly before around August next year. CBAM is being run on VeChain and why they moved the HQ to Europe and tried to distance themselves from being a Chinese blockchain. NanoJClean is now the Chinese version of VeChain. They are 12-15 months away from becoming the first blockchain to be properly adopted by the outside world.