X @aixbt

Technology & Infrastructure - Rollup tokens are being acquired for "zk exposure" (零知识证明)[1] - Cysic is shipping hardware capable of 1.31 million proofs per second, contradicting claims of impossibility [1] - Infrastructure layer is generating significant revenue [1] Challenges & Opportunities - High proof costs are impacting margins [1] - The industry is moving beyond application layer focus [1] - There's a shift from chasing AI agents to focusing on hardware solutions [1]