In a pessimistic market for counterfeit goods, let's take a look at the vision and positioning of these crypto projects
@VitalikButerin The ledger of the world @solana Decentralized Nasdaq @Polkadot JAM The computer of the world @QuilibriumInc Decentralized Internet (Secure Traffic - Privacy Layer) @anoma Web3 Operating System - Global Coordination Layer @boundless_xyz Universal ZK Protocol (Isn't it better called Verifiable Computing Protocol?) @zama_fhe Building state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain and artificial intelligence
Stablecoins and the RWA trend are coming; Vitalik really knows how to capture hotspots and trends (the positioning of the world's ledger, who can match the security of ETH? Traditional finance with large capital volumes needs security even more). Meanwhile, a few other folks are struggling to write their own code (except for Solana, as Nasdaq has not been realized, they have already become the meme god this round), realizing a vision of high uncertainty. Additionally, will Vitalik change his positioning in the future (2-3 years later)?
When the Shanzhai market is pessimistic, take a look at the vision positioning of these crypto projects
@VitalikButerin The world’s ledger @solana Decentralized Nasdaq @Polkadot JAM The world’s computer @QuilibriumInc Decentralized Internet (secure traffic - privacy layer) @anoma Web3 operating system - global coordination layer @boundless_xyz Universal ZK protocol (isn’t it better to call it verifiable computing protocol?) @zame_fhe Building state-of-the-art fully homomorphic encryption (FHE) solutions for blockchain and artificial intelligence
Stablecoins, RWA trends are coming, Vitalik really knows how to grasp hotspots and trends (the positioning of the world’s ledger, who can compare in security to ETH, traditional finance with large amounts of funds needs a sense of security even more), other guys are苦逼 writing their own code (except for Solana, they haven’t achieved Nasdaq, they have already become the meme god this round), realizing highly uncertain visions. Additionally, will Vitalik change his positioning in the future (2-3 years later)?
In times of pessimism in the shanzhai market, take a look at the vision positioning of these crypto projects
@VitalikButerin The world's ledger @solana Decentralized NASDAQ @Polkadot JAM The world's computer @QuilibriumInc Decentralized Internet (Secure Traffic - Privacy Layer) @anoma Web3 Operating System - Global Coordination Layer @boundless_xyz Universal ZK Proposal (Is it better called Verifiable Computing Protocol?) @zame_fhe Building state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain and artificial intelligence
Stablecoins, RWA trends are coming, Vitalik really knows how to catch trends (the positioning of the world's ledger, who can compare security with ETH, traditional finance with large amounts of funds needs a greater sense of security), while a few others are struggling to write their own code (except for Solana, which has not achieved decentralized NASDAQ, has already become the meme god in this round), realizing highly uncertain visions. Additionally, will Vitalik change his positioning in the future (in 2-3 years)?
In the early years of entrepreneurship, I created products related to search and accidentally came across the concept of the Semantic Web (I bought a few books that I still haven't been able to throw away). At that time, it was called Web 3.0. It's been over a decade since Web 3.0 emerged, and the concept has been constantly changing (for the second time, Gavin Wood proposed a new concept of Web 3), but nothing has been realized. Now, agents and MCPs are very popular. Looking back at the books on the Semantic Web that I bought over a decade ago, both agents and MCPs feel familiar. These things have only changed in concept; the technology has advanced. But their origins date back a long time as well.
@PrimeIntellect has identified two directions where decentralized computing power is most likely to land.
Consists of several components: 1) Prime Intellect Protocol, developed based on the base chain, currently in the testnet phase 2) On decentralized computation verification algorithms, did not take the zk direction (possibly unable to be productized and commercialized too slowly in the short term). A TOPLOC was adopted - a local-sensitive hashing scheme for trustless verifiable inference, specific paper https://t.co/DZnhUGyzG7 Plan Introduction: https://t.co/BzWvZzkrW3 3) PRIME/PRIME-RL: Decentralized Training Framework/Reinforcement Learning Framework 4) Decentralized and Aggregated Computing Coordination Platform https://t.co/TYLtlbIB9Y
Financing: 5 million USD + the latest round has raised 15 million USD in funds, led by Founders Fund, with participation from Menlo Ventures, Andrej Karpathy (EurekaAI, Tesla, OpenAI), Clem Delangue (Hugging Face), Dylan Patel (SemiAnalysis), Tri Dao (https://t.co/R8lEqPuWUf), Balaji Srinivasan (Network School), Emad Mostaque (Stability AI, Intelligent Internet), Jake Medwell (Co-founder of 8VC), Brendan McCord (Cosmos Institute), Sandeep Nailwal (Polygon) and many other investors.
Vitalik Buterin recently proposed expanding the future execution layer of ETH, especially RISC-V and zk RISC-V, which have received a lot of attention. The zkvm track has many projects, some of which are self-built instruction sets, while others categorize traditional instruction sets (MIPS, RISC-V, WASM, etc.) and briefly introduce them:
1/RISC-V Instruction Set - Boojum 2.0 - OpenVM @axiom_xyz team transformed to create zkvm - Risc0 zkVM
- @RiscZero @boundless_xyz this is a well-known project that was one of the first to combine RISC-V with zk
- SP1 @SuccinctLabs recently gained some fame, no detailed introduction
- Polygon's Hermez team zkvm ZisK RISC-V VM https://t.co/hNuUb77f5M
2/WASM Instruction Set - @ligero_inc runs in mobile browsers, a memory-efficient zero-knowledge proof virtual machine (zkVM), supporting P2P games and privacy-protecting applications like anonymous credentials without external validators.
- @DelphinusLab zkwasm has done a lot of zk proofs for various game categories in its target market.
- @NovaNet_zkp WASM instruction set still aims at privacy, aggregation, and parallel proof on small devices and edge devices, as well as zkml direction.
3/Custom Instruction Set - @0xMiden zkvm a zkvm project independent from Polygon focusing on privacy just announced $25 million investment from a16z, etc. -
- @valida_xyz zkvm also core to improving efficiency zkvm it seems hasn't received much attention https://t.co/901gdxUQ6d
4/MIPS Instruction Set - ZKM @ProjectZKM a relatively older instruction set known for its compactness, this market is played solely by itself.
VitalikButerin Recently proposed to expand the execution layer of future ETH, especially RISC-V and zk RISC-V have received a lot of attention. There are still many projects in the large zkVM track, so let's categorize and briefly introduce them: 1/RISC-V Instruction Set - Boojum 2.0
@zkvm There are still many projects, some have their own instruction sets, while others use traditional instruction sets (MIPS, RISC-V, WASM, etc.). Which other companies are in RISC-V? - OpenVM @axiom_xyz The team has transformed to create zkVM - Risc0 zkVM @RiscZero
@boundless_xyz This is a well-known project that was one of the first to combine RISC-V with zk - SP1 @SuccinctLabs
Recently gained fame, not detailed here - Polygon's Hermez team’s zkVM ZisK RISC-V VM https://t.co/hNuUb77f5M… - Boojum 2.0 MatterLabs https://t.co/AaD59lBtmQ… 2/WASM Instruction Set @ligero_inc A zero-knowledge proof virtual machine (zkVM) that runs in mobile browsers, memory-efficient, supports P2P games and privacy-protecting applications like anonymous credentials without external validators @DelphinusLab ZKWASM has done many zk proofs for various game categories in its target market @NovaNet_zkp WASM instruction set still targets privacy, aggregation, and parallel proof on small devices and edge devices, as well as zkML directions 3/Own Instruction Set - @0xMiden
A zkVM project independent from Polygon focusing on privacy, just announced a $25 million investment from a16z, - @valida_xyz
zkVM is also centered on improving efficiency, but seems to have not made much noise lately https://t.co/901gdxUQ6d 4/MIPS Instruction Set - ZKM
@ProjectZKM A relatively old instruction set known for its compactness, this market is only played by itself.
@VitalikButerin recently proposed to expand the execution layer of future ETH, especially RISC-V and zk RISC-V have received a lot of attention. The zkVM has a large track with many projects, let's categorize and briefly introduce them:
1/RISC-V Instruction Set -Boojum 2.0 @zkvm has many projects, some have their own instruction sets, and some are traditional instruction sets (MIPS, RISC-V, WASM, etc.) Which other companies are in RISC-V?
-OpenVM @axiom_xyz team transformed to make zkVM
-Risc0 zkVM @RiscZero @boundless_xyz this is quite famous, the earliest project to combine RISC-V with zk SP1 @SuccinctLabs recently became quite famous, not going into detail
-Polygon's Hermez team zkVM ZisK RISC-V VM https://t.co/hNuUb77f5M
-Boojum 2.0 MatterLabs https://t.co/AaD59lBtmQ
2/WASM Instruction Set @ligero_inc operates in mobile browsers, a memory-efficient zero-knowledge proof virtual machine (zkVM) that supports P2P games and anonymous credentials without external validators for privacy protection applications
@DelphinusLab zkwasm has developed many zk proofs for various game categories in its target market
@NovaNet_zkp WASM instruction set still targets privacy, aggregation, and parallelization proofs on small devices and edge devices, as well as zkML direction
3/Own Instruction Set -@0xMiden zkVM is a zkVM project that has been spun off from Polygon, focusing on privacy, recently announced $25 million investment from a16z and others
-@valida_xyz zkVM also focuses on improving efficiency, but it seems there hasn't been much noise lately https://t.co/d8G2f3B3cu
4/MPIS Instruction Set -ZKM @ProjectZKM has created a relatively old instruction set, known for its compactness, and this market is only played by itself