Recently, @boundless_xyz has been quite active, reminiscent of last year.
Last year was the year I was most interested in ZK, although it was the year of BTC narratives, during that time ZK still had a significant voice on BitVM (although it was opZK 😂).
At that time, @RiscZero and @SuccinctLabs took two completely different paths, R0 chose to focus on applications and build a collaborative environment. SP1 chose to follow ETH and was the first to launch a usable ZKRollup solution - RSP. To be honest, the results were remarkable; several L2s adopted RSP or modified versions of RSP. Although later R0 followed up by making OP Layer2 ZK-compatible, the excitement was short-lived. (To be precise, the Layer2 race has ended; everyone realized that Layer2 is just a SaaS that costs 3000u a month.)
Now R0 and SP1 are also on two distinctly different paths. Succinct chooses to focus solely on its own brand; products are secondary, the key is to establish its name. R0, on the other hand, has chosen to step back and fully support its own Boundless, so most of the current activities revolve around Boundless.
There isn't much to say about financing; these ZKVM projects are all top-tier and, overall, have the fastest speeds (of course, there are many other ZKVMs, like nexus, zkm, lita, blah blah blah, which we can discuss later).
From the overall positioning, Boundless seems more like an ecosystem software package, encompassing a series of products from top to bottom, allowing developers to easily build their own content, from proof services, verification contracts on various chains, related ZK programs, execution layers, and so on.
However, to be frank, the main core business of both R0 and SP1 still lies in the computation network they provide externally, which is also the core of ZK. Therefore, in the future, the two will engage in an arms race due to the economic models and participation levels of this computation network. So, to put it straightforwardly, the best way to participate in ZKVM projects is to become part of the computation network, which means running nodes (GPU nodes are more important).
However, that said, the use cases of ZKVM still revolve around simplicity; in most cases, they are proving things that are difficult to compute on-chain, with common examples being cross-chain data reading and writing or Rollup mechanisms that ensure security. These things feel a bit too far from consumers, and I hope there will be more scenarios closer to consumers in the future. (Perhaps RWA has a strong demand in this regard... but decentralized RWA itself seems a bit strange...)
I've always thought ZK is a very magical and interesting technology; unfortunately, it still needs a strong wind to be recognized in the current environment. However, I remain firmly optimistic about the future of ZK (not necessarily in Web3).
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Kaito Conspiracy Disk @stayloudio Participation Method: KOLs violate their conscience to flatter from various angles
Core Idea: A new paradigm for PUA KOLs, successfully replacing the KOL cycle, consulting plans, and business order models. By using a wolf-like competitive approach, KOLs brainwash themselves to find angles.
Summary: Solved the previous issue where KOL calling projects still required payment Modified the standard paradigm of the project party's own promotional plan Through the big-pie drawing model, let KOLs promote in advance, brainwashing retail investors to buy in
Inspiration: Just as Binance Alpha's listing effect allows countless dormant projects to opportunistically dump. Other projects can also choose to cooperate with KAITO, where in the early stages, they only need to pay Kaito's cooperation fee to gain tens of thousands of free KOL resources; traditional Agent agencies are no longer effective.
True innovation, a hundred times more innovative than @boopdotfun, the real grass-eating and milking model has been initiated, and the good days are yet to come.
I recommend a CLOB that looks comparable to @KuruExchange. @CrystalExch
The interface design and interactive process are very good, it looks pleasing to the eye, and the current activity strategy is clear, it is worth investing in.
https://t.co/TYlAXTg1bh
After trying it, the UX is very good, and it also supports price limits and gradient prices.
It also supports Chinese language (+10 points)
The only drawback is that I don’t know why it takes a very long time to place an order (about 3 seconds). I don’t know if it’s a network problem or a limitation of the private keyless wallet.
📦 @SuiNetwork This matter actually tells us one thing
The so-called blockchain is built on a consensus layer, and this consensus layer determines the validity of all assets in your blockchain. As long as the consensus layer agrees, the blockchain can arbitrarily issue, transfer, or destroy any token balance you have. They can freely agree to block your transaction from being sent.
However, some chains clearly can do this to recover losses, but they just don't, like ZKSync. They clearly have a way to do it, but they just choose not to, and the outcome is self-evident.
In fact, I don't think it's wrong to do so. Consensus is not only about blockchain consensus; it also includes the consensus of retail investors. Everyone says they focus on technology and the underlying layers, but in reality, it is not that important. What matters is the price of the coin, speed, and transaction fees. This is also a form of consensus, so modifying consensus to protect user assets is not also an expansion of consensus and decentralization?
But some chains, even after being hacked, still put up a facade. I can't even be bothered to criticize them; those centralized sequencers can easily shut down, yet they think they are maintaining decentralized dignity. It's just funny to think about.
The feeling can be summed up in four words: 'Flaws do not hide the excellence'
Currently, the functionality is very limited, only providing a looping buy Agent bot. Even the recharge process is extremely laggy and slow, and all interactions are done through the front-end UI. I don't even know what the Agent dialog box on the left is for, as I haven't said a word.
It's purely a fixed process execution; actually, the other issues are not too significant. The problem is that it's just too slow—10 minutes to recharge, 5 minutes to swap, and in the end, the only feature is a scheduled purchase.
As it stands, this product holds no appeal for me. I hope it can improve in the future.
I think I've discovered something. The projects being launched now are all abandoning the community and turning to the leaders. The community can easily be treated as data to be discarded.
I won't say much more, but I think that after spending so much money on something, you end up airdropping me this little bit of garbage. What happened to the promised quantity? What about the distribution ratio? Are the rules changeable at will?
To turn around and give a huge share of gifts just to flatter your exchange, treating us early supporters like dogs?
@heyibinance Can you please manage these projects? At first, they treat users as treasures, but once they establish a relationship with Bian, they kick users aside like dogs. Is there really a need for such projects to go on Bian? Is it really reasonable for the core of a project not to be with the users but to be with the token? Does it make sense for such a token to be listed?
I worked hard to build a project for so long, and in the end, is it not better for alpha users to just move a little?
To put it bluntly, these project parties still need a father to discipline them. After users have been treated like grandsons for so long, they have now truly become grandsons.
I demand that these project parties refund the things I originally purchased. If they can't deliver on their promised rights, then they shouldn't make promises. Is it still somewhat human to go back on your word like this?
I think I've discovered something: the projects being released now are all abandoning the community and turning to face the leaders. The community can easily be discarded as data.
I'm not saying much, but I think spending so much money on something only for you to airdrop me this bit of garbage, where's the promised quantity? Where's the allocation ratio? The rules can just be changed at will?
Turning around to flatter your exchange, directly giving out huge gift packages, treating us early supporters like dogs?
@heyibinance Can you manage these projects? In the beginning, they treat users like treasures, but once they get into good relations with Bian, they kick users aside like dogs. Is there really a need for such projects to go on Bian? Is it really reasonable for a project's core to be in tokens instead of users? Does it have any meaning for such tokens to go up?
I’ve worked hard to build a project for so long, yet in the end, it’s not even as good as an alpha user just moving their fingers.
To put it bluntly, these project parties still need a father to manage them; users have been treated like grandchildren for so long that they’ve now truly become grandchildren.
I demand these project parties refund me for what I originally purchased; if you don’t want the rights, then don’t make promises. Is it still somewhat human to go back on your word now?
Currently, valuable DAPPs are all focused on liquidity. From Uniswap to AAVE, from Euler to Pendle, from DYDX to Hype. Finally, there are Pumpfun and Fourmeme.
All products have a core that creates different rules around liquidity.
If you want to create an application that can last, you must understand what your core is. Whether it's a platform, NFT, or DeFi, each has its own clear target audience.
If the product you create or the new term you coin has no core and does not revolve around liquidity, it can simply be categorized as MEME. When the tide goes out, it will become worthless.