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Crypto Siege Lion
Crypto Siege Lion
meme玩家
10-23 21:42
Why do I value @cysic_xyz? Because it turns "computing power" into a verifiable, governable, and priced "liquid asset." This time, everyone's talking about AI and ZK, but few teams are truly turning "computing" itself into a market. Cysic's approach is bottom-up: chip (ZK ASIC) → cluster (GPU/CUDA) → network (Cosmos CDK + EVM) → market (task matching/multi-validation). The result: faster proofs, more stable finality, and discoverable prices. Cysic in three sentences: 1. Turning computing power into an asset: Rather than renting out a graphics card, every "verifiable computation" is transformed into a settleable output and cash flow. 2. Integrating hardware into the protocol: No longer relying solely on "software scheduling," chips/clusters become inherent capabilities of the network. 3. Aligning supply and demand: Multiple tasks, including ZK proofs, AI inference, mining/HPC, and more, are bid and settled in the same market. About the Token: $CYS is the "price meter" for fuel and production materials (fees, rewards, staking, and collateral). $CGT is the "steering wheel" (governance rights), obtained by staking $CYS and used to allocate computing pools and rules. Cysic believes that separating revenue rights (CYS) from governance rights (CGT) is intended to mitigate fluctuations across different cycles. By separating the "accelerator" and "steering wheel," the network's evolution is more stable. Why this track may be the next "basic market": Demand-side: Rollup/zkVM, cross-chain bridges, privacy applications, and AI reasoning have all proven to be constrained by cost and throughput. Supply-side: A single cloud provider or closed Prover-as-a-Service makes it difficult to achieve transparent pricing and fault resistance. Cysic uses PoC (Proof-of-Compute) to bring computational contributions into the consensus and scheduling layer, and then puts verification (cryptography/redundancy/consistency) front-end. We believe that when "latency/throughput/reliability" can be priced, the clearing price curve for computing power will be discovered, just like bandwidth/storage. The market will naturally stratify different latency levels (low latency is expensive, high latency is cheap), which is a sign of a healthy market. Implementation Observation Checklist (not a slogan, but a measurable KMI): The order depth and successful settlement rate of the task market (whether there is sustained real demand). End-to-end metrics: Single proof cost, P95/P99 latency, and retry rate. Governance: The staking scale and distribution of $CYS → $CGT, and whether computing pool allocation is decentralized. Hardware: The marginal efficiency (power consumption/throughput) of our proprietary ZK ASIC and GPU clusters, as well as the penetration rate of retail-grade computing power equipment. We believe that true compounding begins when "verifiable computing power" begins to be combined like "verifiable liquidity" (DeFi × ComputeFi). Final take: This isn't just another narrative; it's about abstracting computing from a "black box service" into "open, verifiable, and governable infrastructure." If this path works, next year we'll be discussing not just "transaction tokens," but "transaction latency, transaction throughput, and transaction credibility." DYOR / NFA. #ComputeFi #ZK #AI
Why do I value @cysic_xyz? Because it turns "computing power" into a verifiable, governable, and priced "liquid asset."

This time, everyone's talking about AI and ZK, but few teams are truly turning "computing" itself into a market. Cysic's approach is bottom-up: chip (ZK ASIC) → cluster (GPU/CUDA) → network (Cosmos CDK + EVM) → market (task matching/multi-validation). The result: faster proofs, more stable finality, and discoverable prices.

Cysic in three sentences:

1. Turning computing power into an asset: Rather than renting out a graphics card, every "verifiable computation" is transformed into a settleable output and cash flow.

2. Integrating hardware into the protocol: No longer relying solely on "software scheduling," chips/clusters become inherent capabilities of the network.

3. Aligning supply and demand: Multiple tasks, including ZK proofs, AI inference, mining/HPC, and more, are bid and settled in the same market.

About the Token:

$CYS is the "price meter" for fuel and production materials (fees, rewards, staking, and collateral).

$CGT is the "steering wheel" (governance rights), obtained by staking $CYS and used to allocate computing pools and rules.

Cysic believes that separating revenue rights (CYS) from governance rights (CGT) is intended to mitigate fluctuations across different cycles. By separating the "accelerator" and "steering wheel," the network's evolution is more stable.

Why this track may be the next "basic market":

Demand-side: Rollup/zkVM, cross-chain bridges, privacy applications, and AI reasoning have all proven to be constrained by cost and throughput.

Supply-side: A single cloud provider or closed Prover-as-a-Service makes it difficult to achieve transparent pricing and fault resistance.

Cysic uses PoC (Proof-of-Compute) to bring computational contributions into the consensus and scheduling layer, and then puts verification (cryptography/redundancy/consistency) front-end.

We believe that when "latency/throughput/reliability" can be priced, the clearing price curve for computing power will be discovered, just like bandwidth/storage. The market will naturally stratify different latency levels (low latency is expensive, high latency is cheap), which is a sign of a healthy market.

Implementation Observation Checklist (not a slogan, but a measurable KMI):

The order depth and successful settlement rate of the task market (whether there is sustained real demand).

End-to-end metrics: Single proof cost, P95/P99 latency, and retry rate.

Governance: The staking scale and distribution of $CYS → $CGT, and whether computing pool allocation is decentralized.

Hardware: The marginal efficiency (power consumption/throughput) of our proprietary ZK ASIC and GPU clusters, as well as the penetration rate of retail-grade computing power equipment.

We believe that true compounding begins when "verifiable computing power" begins to be combined like "verifiable liquidity" (DeFi × ComputeFi).

Final take: This isn't just another narrative; it's about abstracting computing from a "black box service" into "open, verifiable, and governable infrastructure." If this path works, next year we'll be discussing not just "transaction tokens," but "transaction latency, transaction throughput, and transaction credibility."

DYOR / NFA.

#ComputeFi #ZK #AI
baby
baby
Crypto Newbie
10-23 13:38
Today, I'll discuss Cysic's ambitions from the perspective of its ecosystem and roadmap. The content is taken from the whitepaper. If I find any errors, please feel free to discuss in the comments. Ecosystem: Flexible Adaptation for Multiple Scenarios ① Strong Compatibility: API-level compatibility with zkEVM (Scroll), zkVM (Succinct), and AI (Talus Gensyn). We partnered with Polychain to invest in DogeOS, transforming Dogecoin mining rigs into retail computing nodes. ② Real-World Case Studies: Verifiable AI uses ZK to verify LLM outputs to prevent fraud. DogeBox edge devices reduce AWS reliance, targeting a $2 trillion ZK+AI market by 2030. ③ Active Community: Activity increased by 25%, Yapper list offers a 0.6% $CYS reward pool, and idle GPUs can earn 20%+ APY. Cysic Roadmap Completed: Phase III testnet concluded in September, processing 14 million transactions, outperforming competitors by 2.5 times, and ASIC chips outperforming GPUs. 60x, verification cost 0.0004 $CYS/time, zero incidents Near-term: C1 chip deployment in October, pre-staking platform launch in November, TGE (community guesses November), mainnet launch by year-end/early 2026, cross-chain bridge launch in Q1 2026, mainnet TPS target 10,000 Future: Open-source ZKPoG, AI AgentFi, etc. in 2026; target computing power increase 100x, nodes over 1 million, TVL $100 million, DogeBox reduces cloud dependency for home devices Let me share my personal views on Cysic's core value: We will not compete with AWS, but instead leverage the DogeBox and other home devices to capture the market share, aiming for the 2 trillion ZK+AI market by 2030. Cysic's strengths: HashKey led the investment with 12 million yuan, and the testnet boasts 260,000 nodes and 13 million transactions, demonstrating strong execution capabilities. Its hardware chips offer a long-term advantage. However, its weaknesses include complex cross-domain verification, which may lead to a fragmented early ecosystem, and a roadmap lacking specific timelines. @leofanxiong @5herv1n @pulse327 @JOPI_piging @RaeWrh @AlexCooperWG @C0URTJESTR @cysic_xyz
Today, I'll discuss Cysic's ambitions from the perspective of its ecosystem and roadmap. The content is taken from the whitepaper. If I find any errors, please feel free to discuss in the comments.

Ecosystem: Flexible Adaptation for Multiple Scenarios

① Strong Compatibility:
API-level compatibility with zkEVM (Scroll), zkVM (Succinct), and AI (Talus Gensyn). We partnered with Polychain to invest in DogeOS, transforming Dogecoin mining rigs into retail computing nodes.

② Real-World Case Studies:
Verifiable AI uses ZK to verify LLM outputs to prevent fraud. DogeBox edge devices reduce AWS reliance, targeting a $2 trillion ZK+AI market by 2030.

③ Active Community:
Activity increased by 25%, Yapper list offers a 0.6% $CYS reward pool, and idle GPUs can earn 20%+ APY.

Cysic Roadmap

Completed: Phase III testnet concluded in September, processing 14 million transactions, outperforming competitors by 2.5 times, and ASIC chips outperforming GPUs. 60x, verification cost 0.0004 $CYS/time, zero incidents

Near-term: C1 chip deployment in October, pre-staking platform launch in November, TGE (community guesses November), mainnet launch by year-end/early 2026, cross-chain bridge launch in Q1 2026, mainnet TPS target 10,000

Future: Open-source ZKPoG, AI AgentFi, etc. in 2026; target computing power increase 100x, nodes over 1 million, TVL $100 million, DogeBox reduces cloud dependency for home devices

Let me share my personal views on Cysic's core value:

We will not compete with AWS, but instead leverage the DogeBox and other home devices to capture the market share, aiming for the 2 trillion ZK+AI market by 2030. Cysic's strengths: HashKey led the investment with 12 million yuan, and the testnet boasts 260,000 nodes and 13 million transactions, demonstrating strong execution capabilities. Its hardware chips offer a long-term advantage. However, its weaknesses include complex cross-domain verification, which may lead to a fragmented early ecosystem, and a roadmap lacking specific timelines.
@leofanxiong @5herv1n
@pulse327 @JOPI_piging
@RaeWrh @AlexCooperWG
@C0URTJESTR @cysic_xyz