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Crypto攻城狮
Crypto攻城狮|10月 21, 2025 14:04
Sometimes I wonder, what exactly is missing from Web3? It's not ideas or funds, but 'computing power'. AI is involved in large-scale models, blockchain is involved in consensus, but all security, privacy, and intelligence must be proven through computing power. That's why the siege lion keeps staring at @ cysic_xyz—— It is building a 'decentralized verifiable computing power layer', turning computing itself into a tradable asset. The future blockchain is not about concepts, but about computing power density. In the past few days, two "signal generators" have been turned on at @ cysic_xyz. I have compiled them for everyone - this time we will start from the perspective of "ecological mechanism" and "market structure changes". Two major signals recently Cysic announced that it will join Succinct Labs' Prov Network as a multi node prover, indicating that its hardware+node network has entered a production level task taking state. At the same time, Cysic has updated the "2025 ASIC Product Plan" and "Computing Power Supply Channel" pages on its official website hardware section, indicating that its evolution from "node sales" to "computing power service" platforms is accelerating. Siege Lion View 1. Infrastructure projects in transition are more difficult and worthwhile Moving from "selling nodes" to "providing service computing power" means that Cysic is not just about allowing users to buy devices, but is building a computing power market that can be called, settled, and participated in. In the early stages of the market, we focus on "how many nodes", but in the next stage, we focus on "available computing power multiplied by service quality". 2. Production level task entry=double improvement of trust and landing capability Joining the Succinct network is not a simple collaboration, but rather an entry point to the 'computing power trading market'. For Cysic, it means that the hardware, nodes, and protocols have passed the validation period and are ready to enter the stage of 'accepting real orders'. Siege Lion believes that companies in this stage have lower risks and stronger predictability than projects that are still in beta. 3. A new opportunity from the perspective of individual investors has arrived In the traditional infrastructure track, retail investors are often cut off by the combination of "equipment buying" and "early lock-in" tactics. Cysic is breaking this routine: you are not just buying equipment, but participating in a 'supply chain' - you provide nodes/computing power, network operations, and revenue sharing. This structure is more friendly to ordinary people and the exit mechanism may be clearer. 4. Clear observation dimensions for the next year After the launch of the computing power service, has there been an increase in the monthly task volume that Cysic can undertake? Are the three major technical indicators of node online rate, device utilization rate, and proof generation speed continuously improving? Is the return curve stable after the participation of individual retail nodes/devices? Is there a visible user case? Summary of Siege Lion Cysic is transitioning from "node sales+hardware manufacturer" to "decentralized computing power service platform". For knowledgeable retail investors, what is more worth paying attention to than staring at token unlocking is whether it truly turns "computing power" into circulating assets, service-oriented products, and participatory structures. If it can be realized, this will be a steady path of infrastructure dividends. Cysic ComputeFi ZK DePIN
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Timeline

11月 17, 17:23Solana network capacity increased by 66% + higher TPS
11月 04, 01:00X Layer joins the Chainlink Scale program
10月 29, 02:43Sorting out the OTC functions of agent and agent
10月 28, 11:53Launch @Arc public testnet marking the transformation
10月 24, 06:19Zama announces the second Genesis Operator as Conduit
10月 18, 13:09Brevis's rise in the field of ZK technology
10月 17, 14:52Cysic is turning computing power into the means of production for Web3.
10月 15, 13:19Ethereum is transforming into a zk chain
10月 15, 08:59VeBetter is the world's first real-life utility tool app store
10月 15, 03:47Blockchain and AI can help banks transform and enhance valuation

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