On June 3, Binance Alpha launched Zircuit ( $ZRC ). This project is promoting 'bringing AI into blockchain security', while finding a breakthrough point for fusion between zk and OP mainstream Layer2 architectures.
From narrative to lineup, Zircuit is indeed impressive.
One sentence to understand Zircuit:
A hybrid Layer2 project that combines zk-Rollup and Optimism Bedrock architecture, AI-driven transaction ordering security mechanism (SLS), intending to create a 'next-generation secure EVM L2'.
I. Core Highlights:
AI Security (SLS) mechanism:
Add an AI module at the Sequencer layer to monitor potential attack transactions in the mempool in advance, intercepting malicious actions before transaction execution.
It's not 'remedy after the incident', but 'interception before execution'.
zk-Rollup + OP Bedrock fusion architecture:
Continuing the security of zkRollup while adopting a base layer with OP compatibility, facilitating developers to deploy existing applications with strong compatibility.
Native bridging and asset security design:
Establish a foundational bridge mechanism, considering on-chain asset security and user cross-chain experience from day one.
II. Key points of the token model ( $ZRC )
Total ZRC supply: 10 billion
(1) Community airdrops and rewards: 21% (including multiple rounds of airdrops and activity incentives)
(2) Ecological development and reserves: 31.01%
(3) Team and Foundation: 37.44% (1-year lock + 24-month linear release)
(4) Investors: 10.55% (similarly locked arrangements)
💡 The structure is reasonable, with a relatively gentle release rhythm, but future large unlocking events need to be monitored.
III. The investment institutions lineup is impressive:
(1) Binance Labs (now YZi Labs)
(2) Pantera Capital
(3) Dragonfly
(4) Mirana Ventures
(5) Amber Group
(6) Selini
(7) Nomad Capital
Almost a top-tier lineup in the L2 track.
IV. Narrative Highlights:
(1) AI + Layer2: As the narratives of DePIN and AI are heating up, Zircuit directly embeds the AI module into the underlying blockchain sorter.
(2) The fusion strategy between ZK and OP: it's not 'either/or', but 'fusion for mutual benefit'.
(3) New security paradigm: Taking a different path from traditional zk projects like Scroll, zkSync, and Linea, focusing more on proactive defense.
V. Risk Warning:
(1) Currently, the Sequencer and AI modules are still centralized systems, and the decentralized roadmap is not yet clear;
(2) The performance of zk module and actual operational costs still need to be verified;
(3) The competition in the L2 track is extremely fierce (Scroll, Linea, zkSync, Taiko, ZKFair, ZetaChain, etc. are launching one after another), be cautious of valuation bubbles.
VI. Summary:
Zircuit aims to be an L2 that balances security, performance, and compatibility.
It does not pursue absolute 'decentralization' or 'extreme TPS', but approaches the issue from the perspective of 'how to be safer and more user-friendly'.
From the narrative perspective: AI × zk × security aligns with the direction of the crypto boom in 2025.
However, as an investor, it is important to note: Zircuit's highlights lie in its new narrative, but the actual on-chain user and developer ecosystem is still relatively weak.
Do you believe in Zircuit's 'AI security line'? Does it have the chance to become the new L2 narrative protagonist after Scroll and zkSync?
We can focus on its upcoming TVL data and Alpha interaction trends before deciding whether to 'take action'.