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lesabre
@lesabrefomo
shooters shoot
加入 January 2026
234 正在关注    6.2K 粉丝
with PRL trading around $1.5b fdv, I’m struggling to see why NOCK at roughly $75m fdv is not a layup over the next 3-12 months? I understand why PRL gets the AI premium. But a ~20x valuation gap feels excessive given that nock has several advantages: - It is further along technically - A large portion of miner emissions has already been absorbed by the market - It is a general-purpose verifiable compute / PoUW protocol rather than a single-workload bet - It has a credible path to expand into AI workloads such as MatMul if that demand materializes - It is aiming at app settlement, private/verifiable computation, and ZK-based infrastructure, not just one AI compute niche - It has a native privacy/verifiability angle through ZK proofs - Its fair-launch supply dynamics may now be more favorable after months of miner distribution im very bullish on proof of useful work becoming a major narrative over the next year. But with fair-launch PoW assets, the earliest phase is often dominated by emissions and miner selling. That can make the asset uninvestable until enough supply has been distributed and absorbed. That is where I think nock may have a structural advantage: it is already further through that emission overhang while still being valued like an obscure technical project, not like a PoUW narrative asset. with prl proving the demand for PoUW projects and nock being the furthest along, I dont see how nock isnt a pretty solid bet here over the next 3-12 months. nock nock
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