An
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She found a use for your cloud bill. AI workloads deserve better economics.

We raised $500M at an $11B valuation to transform how people interact with technology.






1/ Why do so many projects rush their token launches? Over the past few years, many crypto projects have pushed out tokens too early. The reasons aren’t mysterious: Funding pressure: When the market slows, teams rush TGE just to survive. “Exit through token”: Some teams complete TGE → then quietly slow down development. Airdrop first culture: Users expect free tokens, forcing teams to hype instead of build. In plain terms: for many projects, TGE is an exit, not a beginning. 2/ Risks & advantages when joining the auction Upside: If FHEVM becomes a standard for DeFi, private stablecoins, or health/identity data, a 10–20× from the expected clearing price ($0.03–$0.05) isn’t far-fetched. Tech risk: FHE is still more expensive than zk today, but ZAMA’s funding gives them a long runway to optimize. Public testnets already show real throughput. Market risk: Auction happens during an uptrend. A market reversal could slow demand for privacy assets but sealed bid reduces panic dynamics. Regulatory: ZAMA sells encryption infrastructure, not a “privacy coin”. Risk lower than typical anonymity projects. Liquidity: 10% supply unlocked on day one, likely listings on top exchanges, meaning strong early liquidity. #NFA #DYOR @zama








