It's becoming increasingly clear to me ZRO will be one of the winning assets of this cycle.
- ICE x Trade xyz partnership confirmed ICE is serious about working with blockchain native infra. Keep in mind it has been co-designing Atlas.
- AI progress in maths & Quantum fears are making it clear you need to be agile regarding cryptography and this is what the team has been preaching with Akita & Aerie.
- Agentic activity will require a transaction layer for micro payments and very few chains will be able to provide the required scale/tx cost/latency.
Very few asset are positioned to benefit from all these + have the right value-accrual mechanism baked in + low unlock overhang.