Emmanuel Nwafor(❖,❖)

Privacy is a huge narrative, I think $VVV is the most intriguing primitive of it. Do people want private money (zcash, monero, railgun)? Yes in theory, but not proven in actual demand - private monetary transactions are only up minimally despite the coins being up 1000% on the narrative. Do people want private AI (vvv)? astounding yes. 3M plus organic users at a parabolic increasing rate. They don’t want their LLM queries and outputs monitored, they don’t want their privacy compromised or reliant on a central entity, adult AI generated content is probably the next trillion dollar industry (people have joked about calling vvv ‘gooner AI’ but a lot of smart investors have realized just how large this market will be).

Ritual is a lab for autonomous intelligence. The thesis is organized around what durable machine agency actually requires: emancipation from human control, strong privacy, mech design for compute markets, and consensus rules that can schedule and resurrect agents when they die.