大匡“🌊RIVER”
大匡“🌊RIVER”|Oct 27, 2025 07:12
The countdown to the third season of Zama is approaching, and I hope everyone can get that hard-earned OG NFT. First, explain the underlying logic of @ zama_he clearly. The core contradiction why blockchain is difficult to implement on a large scale is that it is difficult to simultaneously meet the requirements of "publicly verifiable" and "privacy protected". Zama used FHE (Fully Homomorphic Encryption) to remove this hurdle: data is encrypted throughout the entire process, computed on chain, with verifiable results, but plaintext is not leaked. It does "privacy computing" and complements ZK, which is more focused on "privacy verification", to complete the privacy stack of Web3 together. In order to move this matter from paper to production, the team spent five years rewriting underlying algorithms, optimizing arithmetic circuits, and launching FHEVM, allowing Solidity contracts to run in ciphertext. Performance is judgment. Compared to five years ago, FHE is now running more than an order of magnitude faster: the number of confidential stablecoin transfers has increased from 0.1 transactions per second in 2022 to over 200 transactions per second, and the bootstrap delay has been reduced to milliseconds. On the contract side, the current rate is still around 20 transactions per second, but the route is clear - first stabilize over a hundred transactions using GPUs, then use FPGAs and ASICs to push throughput to the thousand level, with a long-term goal of reaching the 100000 level, aligning with traditional payment volumes. This is not a slogan, but an executable acceleration route. Why is it worth caring about? Several types of essential scenarios will be directly rewritten. RWA on chain requires both efficiency and compliance with privacy, and FHE has caught both ends perfectly; DeFi can clear and market without exposing its strategy, greatly reducing the risk of being hijacked; On chain governance can achieve anonymous and verifiable voting and certificates; In the scenario of combining AI with financial data, ciphertext training also has a "reasonable and compliant" channel. The market has long given signals that Zama has raised about 130 million US dollars in financing and is valued at about 1 billion US dollars. Capital is not buying concepts, but rather the certainty of the long-term track of "privacy layer". Returning to the OG that everyone is most concerned about. @ zama_he has officially launched the claim portal and has not yet opened the claim, but this is basically equivalent to pressing the TGE teaser button. The total number of OG NFTs is 3500, distributed on the Ethereum mainnet. In the first three quarters, a total of 1750 were issued (S1 250, S2 500, S3 1000), which means there is still half to be allocated. In terms of positioning, OG is not simply a commemorative image, but a limited edition voucher for early contributors: content creators, researchers, and developers will unlock priority channels and exclusive rights in the subsequent ecosystem. Why the main website? Because these types of "identity and permission" assets require the strongest security and compatibility, the subsequent linkage of toolchains, deployment of permissions, and institutional cooperation are all more stable. At this point, it is recommended to advance both lines simultaneously. Creators explain complex privacy calculations clearly and thoroughly, using case studies and reusable templates to enhance the value of their works; Developers should try their best to make the demo easy to replicate, even for a small ciphertext calculation module, so that others can use it. The final evaluation criteria are only two: whether you have truly promoted ecology, and whether others are willing to continue building based on your contributions. ZamaCreatorProgram
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