Will be speaking at Blockchain Life 2026 on December 1-2. The timing couldn't be better, especially with the debut of the Al Future Forum.
The conversation around the convergence of Al and Blockchain is moving fast. From a VeChain perspective, it's not just about hype it's about practical utility, data integrity, and real-world implementation. I look forward to diving deep into these topics on stage and catching up with leaders across both industries.
See you at Blockchain Life 2026!
17
90
376
21,284
Sunny LU @VeChain retweeted
One week on from Interstellar.
The upgrade is finalized, with no issues observed.
VeChainThor now sits much closer to the modern EVM environment builders already know: cheaper temporary state, faster memory operations, passkey- and proof-friendly cryptography, and tighter limits for more predictable block times.
For builders, that means less work adapting EVM apps and tooling for VeChainThor.
For everyone else? No drama. The network keeps running as expected.
That’s how protocol work should feel from the outside: planned, tested, then quietly doing its job.
The Renaissance continues.
Interstellar is now live.
The last few weeks, we broke down what was changing under the hood.
Today, those improvements are live: greater EVM compatibility, more modern tooling for builders, and stronger foundations for scale.
The protocol gets better when builders have less infrastructure to fight.
9
87
420
23,216
Sunny LU @VeChain retweeted
Most people still think vechain:native is the same supply-chain coin from the 2021 cycle.
It isn't.
While attention moved elsewhere, VeChain changed its consensus mechanism, redesigned its tokenomics, introduced staking and fee burning, grew its ecosystem to millions of users — and is pushing deeper into RWAs, payments and real-world adoption.
Yet VET is still trading at a fraction of its previous valuation.
That disconnect is what caught my attention.
So I took a deeper look at VeChain — and the VET thesis today looks very different from what most people remember.
VeChain has spent a decade building around real-world utility and enterprise adoption.
But underneath the surface, the network has gone through one of the biggest transformations in its history.
Galactica is LIVE.
It introduced an EIP-1559-style fee market with 100% of the VTHO base fee burned.
Hayabusa is LIVE.
VeChainThor moved from Proof of Authority to Delegated Proof of Stake, opening the network to validators and delegators.
The economics changed too.
VTHO production was reduced roughly 50%, while rewards shifted away from passive VET generation toward VET actively staked to secure the network.
And staking has grown fast.
According to VeChain, StarGate went from roughly 2.5B VET staked to 13B VET.
That's around 15% of circulating VET participating in network security.
Then there's adoption.
According to VeChain:
→ 5.3M VeBetter users
→ 50+ live VeBetter applications
→ 50M+ verified sustainable actions
→ 14M+ on-chain addresses
→ 530M+ transactions since 2017
→ 100% network uptime
VeChain has also launched 100+ enterprise applications historically and has worked with or built relationships involving names such as:
Walmart
Lululemon China
BitGo
Keyrock
Franklin Templeton
And VeChain is no longer simply the old "supply-chain blockchain" narrative.
It's expanding across:
→ Sustainability
→ RWAs
→ Digital Product Passports
→ DeFi
→ Payments
→ AI-agent infrastructure
Then there's Interstellar, the third phase of the VeChain Renaissance.
Interstellar has passed governance approval and is bringing VeChainThor closer to the broader Ethereum ecosystem through deeper EVM compatibility, JSON-RPC support, easier use of Ethereum tooling and stronger interoperability.
So the VET thesis today looks very different:
DPoS: LIVE
Staking: LIVE
100% VTHO base-fee burn: LIVE
Reduced VTHO issuance: LIVE
~13B VET staked: REPORTED
Interstellar: APPROVED / ROLLING OUT
None of this guarantees price appreciation.
VeChain still needs more developers, liquidity, economic activity and, perhaps most importantly, market attention.
But that's where the valuation gets interesting.
With roughly 86B VET circulating:
$0.10 VET ≈ $8.6B market cap
$0.25 ≈ $21.5B
$0.50 ≈ $43B
$1.00 ≈ $86B
Now compare that with $XRP.
A $1 VET would put VeChain at roughly an $86B market cap — around the valuation territory XRP has already demonstrated.
XRP has a massive head start in institutional adoption, liquidity, payments infrastructure and market recognition.
So VET reaching that level would require an enormous expansion in adoption, demand and capital.
But here's the part I find more interesting:
VET doesn't need to reach $1 for the thesis to get interesting.
A $5B–$20B VeChain would already represent a completely different valuation from where it sits today.
5.3M users.
50M+ verified actions.
530M+ transactions.
13B VET staked.
New tokenomics.
DPoS live.
Interstellar rolling out.
The technology changed.
The tokenomics changed.
The network changed.
The market's perception hasn't necessarily changed with it.
Now the question is:
Will attention and capital eventually catch up?
vechain:native 👀
18
74
391
15,526
Sunny LU @VeChain retweeted
Eight years of Bitrue means eight years of partnerships that helped shape our journey. 💛
As we celebrate #Bitrue8Years, we’re giving a special shout-out to our longstanding partner @vechainofficial!
Since 2018:
🔸 One of the first assets listed on Bitrue
🔸 Early staking support for VeChain
🔸 AMA partnership with VeChain CEO Sunny Lu
🔸 Supported the growing VeChain ecosystem, including VET, VTHO, and B3TR
🔸 Among the first to adopt the VeChainThor VIP180 token standard
Eight years of building, and there’s more ahead.
Here’s to what’s next for Bitrue and the VeChain ecosystem. 💛
#Bitrue8Years marks eight years of building, evolving, and growing alongside more than 40 million users worldwide. 💛
As we look to the next chapter, we’re building on that trust with a clear focus on what’s next for crypto: making trading smarter with #AI, expanding access to real-world opportunities through #RWA, and continuing our long-standing commitment to #XRP and its ecosystem.
8 Years of Trust. Built For What's Next.
AI. RWA. XRP.
Thank you to every user, partner, and community who has been part of our journey.
#8YearsOfTrust
8
32
95
29,541
Upgrade completes - Appreciate the support from all of Validators
Interstellar is now live.
The last few weeks, we broke down what was changing under the hood.
Today, those improvements are live: greater EVM compatibility, more modern tooling for builders, and stronger foundations for scale.
The protocol gets better when builders have less infrastructure to fight.
5
43
302
8,231
Thank you for the support!
Binance will support the Vechain (VET) Network Upgrade & Hard Fork.
👉 binance.com/en/support/annou…
5
46
376
15,544
Sunny LU @VeChain retweeted
Just dropped! 🌊
Uncover how climate change & infrastructure failures drive worldwide water scarcity in our new course.
#VeChain #WaterScarcity
terrademia.com/course/global…
1
5
22
1,099
Special round - Sunny's B3MO quest hit 20th rounds! Double reward this week:
@HangnDry @terrademia
Check out "Sunny's Bounty Series #20 (Round 116)" on @VeBetterDAO B3MO Quests!
governance.vebetterdao.org/b…
#VeBetterDAO #VeChain
2
17
114
6,366
I did that for my daughter but couple of kids of my friends start to use that as well, true story
Parents, is this you? It’s 8pm on a Sunday and algebra homework has become a family emergency.
Meet Gauss Petit, a patient algebra tutor for wrong answers, late-night questions and everything in between. 60 lessons, with examples, practice and quick tests from the basics through exponential functions.
Built from one parent’s struggle. Now it’s here for you. Hear the story behind it 👇
1
9
87
7,254
Sunny LU @VeChain retweeted
🔔 One month to go for the VET App Staking Campaign!
Buy VET and stake an average of US$100+ in $VET on-chain for a chance to earn US$50 in $VTHO!
🏅 Top 6,000 eligible stakers will be rewarded
📅 Until Oct 8
Details + T&Cs 👇
crypto.onelink.me/J9Lg/lg2li…
@vechainofficial
24
61
310
68,475
The oldest here is still building.
BTW, two important projects are missed to be mentioned:
1. VebetterDAO - most active DAO for real world utilities - tokenize people's behavior
2. VeWorld.ai - a no-code platform to create AI Agents to perform real life use cases and secured by VeChain Blockchain (DIDs, Decentralized credibility, and more to come)
$VET — VECHAIN
This is one of those OG coins the market basically forgot about.
VeChain has been building since 2015.
Before DeFi.
Before NFTs.
Before AI.
Before most of the bullshit we trade today.
And the original thesis was always:
Real-World Adoption × Supply Chain × Enterprise × IoT
But VET in 2026 is actually a very different asset.
VeChain completed its Hayabusa upgrade, moving from the old permissioned Proof-of-Authority model to permissionless DPoS.
Meaning VET holders can now actively stake and delegate VET to secure the network and earn protocol rewards. (VeChain)
That's fucking important.
Because historically VET's token economics were one of the weaker parts of the story.
Now the flywheel is becoming:
**Stake VET
→ Secure Network
→ Earn VTHO
→ Network Activity Burns VTHO**
And the economics were redesigned too.
VeChain says VTHO production was cut roughly 50% after Hayabusa, while transaction base fees are now 100% burned. (VeChain)
So more network usage means:
Transactions ↑
→ VTHO Demand ↑
→ VTHO Burn ↑
→ Network Economics Improve
And VeChain isn't done.
The next Renaissance phase — Interstellar — is focused on deeper Ethereum compatibility, bringing VeChainThor toward newer EVM standards from Ethereum's Cancun, Prague and Osaka upgrades. (VeChain)
Now look at $VET:
~$0.0075
~$649M market cap
~$649M FDV
~86B circulating
~86.7B max supply
~97% below ATH (CoinGecko)
And THAT supply structure is what I like.
Basically fully diluted.
No:
20% circulating.
4x FDV.
Massive VC unlock wall.
The dilution story is essentially fucking done.
For me:
Project = A
Survival = S+
Enterprise Narrative = A
RWA / Real-World Utility = A
Technology = A
Staking = A+
Tokenomics = A
Dilution = S+
Current Attention = D
Valuation = A+
Comeback Potential = S
But survival isn't enough.
VeChain has already proven it can survive multiple cycles.
Now it needs to prove it can turn:
Technology → Apps → Users → Transactions → VTHO Burn → VET Demand
into a meaningful economic flywheel.
That's the trade.
Old coin.
Real infrastructure.
New tokenomics.
Basically fully diluted.
97% below ATH.
Dead attention.
These things can stay fucking dead for years.
Then one rotation reminds the entire market they still exist.
Any $VET OGs still alive? 👀
Full $VET research & setups ↓
t.me/Jus7Degen
12
62
306
19,849
welcome!
🔥 Cointelegraph Decentralization Guardians expands its network with the launch of two validators on @vechainofficial.
$VET holders can now stake with CTDG and help strengthen VeChain’s ecosystem of 50+ apps.
1
34
224
8,010
True story happened to me personally
Choosing wine is easy.
Choosing the right wine? Less so.
Meet Lee Bai, an AI wine master inspired by the legendary Chinese poet.
Give it a wine list, tell it what you’re eating, or ask for a bottle to gift a friend. Li Bai helps you narrow the options and find the right fit.
And yes, the story behind this one actually happened. 🍷
1
7
56
5,297
Check out "Sunny's Bounty Series #19 (Round 115)" on @VeBetterDAO B3MO Quests!
@bikademy @RecircleRewards
governance.vebetterdao.org/b…
#VeBetterDAO #VeChain
2
4
39
3,860
Sunny LU @VeChain retweeted
Choosing wine is easy.
Choosing the right wine? Less so.
Meet Lee Bai, an AI wine master inspired by the legendary Chinese poet.
Give it a wine list, tell it what you’re eating, or ask for a bottle to gift a friend. Li Bai helps you narrow the options and find the right fit.
And yes, the story behind this one actually happened. 🍷
1
9
55
5,903