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币圈荒木|Araki🪵
币圈荒木|Araki🪵|Oct 05, 2025 04:45
A few days ago, while scrolling, I saw @ cysic_xyz Suddenly updating a bunch of technical posts that I didn't quite understand, my heart skipped a beat - it's over, this situation is probably a precursor to takeoff. Did you know? The most obvious signal every time a major project is about to move is to start speaking incomprehensible language. The kind of "steady progress in research and development" and "zero knowledge industrialization layout" - everyone understands, and at this time, closing your eyes often earns more than understanding. I have been keeping an eye on the Cysic project for a long time. Previously, they created something called Cube, which sold 29000 NFTs and raised $4 million in financing. On the surface, it looks like a community activity, but in reality, it is testing their 'distributed proof market' - the future ZK (zero knowledge proof) computing power sharing system. Simply put, Cube is not a collectible, it is a share of computing power. Whoever buys a Cube is like buying a share of the 'ZK factory'. The valuation of this top tier Rubik's Cube is as high as 252 million FDV. If the entire project's market value reaches 500 million, then their information pool would have a theoretical value of 3 million dollars. This is no longer playing NFT, but playing the game of "ZK computing power financialization". Their core logic is also simple: Firstly, using self-developed ASIC chips to speed up ZK certification by tens of times, from CPU to GPU to ASIC, achieving instant success. Secondly, create a distributed network where everyone can contribute computing power and receive rewards, just like the 'ZK Cloud Factory'. Thirdly, commercialize computing power and incentivize it with tokens to form a cycle. Isn't this the prototype of ComputeFi. And these three things happen to hit ZK's three major pain points: Too slow, too expensive, too concentrated. Cysic has been given targeted treatment. What's even more interesting is that it's a bit like a composite monster that combines NVIDIA, EigenLayer, and Filecoin together. A project that takes into account chips, verification, and incentives, and is designed to be like the Industrial Revolution. Now I increasingly feel that this is not just a 'technical project', but a 'silent explosion' of the zero knowledge revolution. ZK used to be played in academia, but now Cysic has turned it into a profitable economic activity. In the future on chain ecosystem, it's not just about mining and staking, but also about "mining proof" and "selling computing power". Simply put, Cysic is building a "ZK version graphics card mining machine". This wave, if it were real, would not be a small noise. I'll make a bet—— The next one being chased by the whole network is not AI, not L2, but ZK's industrial revolution. And Cysic is the NVIDIA of this revolution. Cysic ZK ComputeFi
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