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YEdu
@yashascore
v2 | Writing uncomfortable truths about money, systems and what we pretend we believe
๊ฐ€์ž… February 2024
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ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 made a new ATH In my opinion @zama is slowly becoming clear leader here in the confidential finance/FHE as the privacy layer for institutions, RWA and AI as it has distribution running through multiple channels: (1) direct integration with DeFi protocols (Morpho vaults) (2) institutional RWA platforms (T-REX Ledger) (3) developer adoption via TFHE-rs library and fhEVM tooling Another major reason for this run is that it has a moat which compounds๐Ÿ‘‡ More chains โ†’ more developers using TFHE-rs โ†’ more apps โ†’ more confidential volume โ†’ more fees โ†’ stronger case for fee switch โ†’ more ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 demand
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