yuxiao|base.eth(@yihao010):Zama seems very close to its TGE. A privacy project that has raised over $100M is clearly positioning itself as a category leader. While its privacy tech is impressive, I don’t think major investors are giving it a $1B valuation purely because of the technology. Long-term, projects like this are preparing for large-scale institutional asset migration onto public blockchains. As long as that trend continues, privacy-driven infrastructure with real institutional demand will keep its fundamental value narrative intact. @zama #ZamaCreatorProgram

yuxiao|base.eth

@yihao010

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加入 April 2018

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yuxiao|base.eth@yihao010

2025.11.28 02:08

Zama seems very close to its TGE. A privacy project that has raised over $100M is clearly positioning itself as a category leader. While its privacy tech is impressive, I don’t think major investors are giving it a $1B valuation purely because of the technology. Long-term, projects like this are preparing for large-scale institutional asset migration onto public blockchains. As long as that trend continues, privacy-driven infrastructure with real institutional demand will keep its fundamental value narrative intact. @zama #ZamaCreatorProgram#

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