Milan
32K posts






Not gonna lie, the longer I think about this, the less it feels like quantum + AI and the more it feels like a shift in how computation itself gets organized. Instead of isolated tools, you get networks of specialized intelligence working together : Agents coordinating intent → Marketplaces allocating resources → Validators checking outputs → Subnets optimizing execution And users interacting at the level of goals instead of infrastructure. Because most people don’t care how computation happens... they only care whether the system can reliably solve meaningful problems. @quipnetwork is building the marketplace where advanced compute can become accessible and economically aligned. @TheARCTERMINAL is building the interface layer where autonomous systems can actually make use of that complexity in real time. And together, they point toward a future where coordination itself becomes the real competitive advantage!





Day 13 of dropping my mid takes and a random manga panel till i reach 1k follower






we can all agree these are the most overrated narratives in crypto


everyone on CT is hyping fermah right now so i dig into it properly here's the honest picture, the green flags AND the real concerns nobody's talking about (bookmark this before you commit 3 months) ------------ the green flags : > a16z csx + lemniscap leading the seed round > good set of angel investors: balaji, polygon cofounder... > CEO has 15 years of zk experience, phd from ucla, built at mina protocol > live product, already proving zksync blocks, integrated with scroll > 2m+ proofs delivered at 99.5% success rate > 2-tier role system (contributor & og) not farming users for months they have realized that zk narrative already cooling and rebranded proactively into, fermah kernel (autonomous workflow engine) + flashcast (prediction markets) the fundamentals are genuinely strong tech + team + investors --------------- but here's what people aren't saying: > smallest raised in their competitive set, Succinct raised $55M, and fermah raised only $5.2M if there is a price war, fermah will be in a bad place > Gevulot has 300+ protocol partners Fermah has roughly 10 that gap is real and it will take time to close > they're building 4 products simultaneously Froben + Flashcast + Marina + Kernel one small team, limited capital, multiple verticals, not saying it’s a red flag but it's hard to execute it the best way > ZK narrative is genuinely cold right now, ZK tokens are down about 70-90% from ATH CT doesn't get excited about ZK infrastructure now that much, and in a bear market this affects TGE FDV more than product quality will > the DC role system exists, but except flashcast (focused on B2C) everyother product is for institutions not generally B2C focused (doesn’t need much of community involvement from that side) ----------- now you decide: i have given you all the green flags and the real concerns that are there strong team + real product + legitimate backers, that part is true execution risk and ZK narrative timing risk , that part is also true both sides of this picture are there, now do whatever you want with it lemme know are you farming fermah or skipping it? (drop your takes below 👀)

























