大匡
大匡|Oct 16, 2025 03:44
Brothers, today let's continue to learn about the $130 million privacy computing project @ zama_he Let's start with the conclusion: Zama is not piling up new terms, but replacing the old problem of "on chain disclosure=privacy absence" with a new paradigm of "default encryption, verifiable computation". It makes FHE (Fully Homomorphic Encryption) an infrastructure that developers can truly use, allowing contracts to complete calculations without decrypting data, both confidential and composable. Once this narrative is implemented, it will be a parallel track to the 'public transparency chain'. Why isn't this an idle tech show? Several hard signals are in place: Zama announced a Series B of $57 million in June this year, valued at over $1 billion, and with a Series A of $73 million in 2024, it has raised approximately $130 million, entering the "infrastructure echelon" of the crypto privacy track. On the same day, they released the "Confidential Blockchain Protocol" together with the public beta network, putting money and products in one picture, which is a typical rhythm of strong execution. Performance is the most concerning aspect for everyone. Zama has compressed the key step of TFHE, "bootstrapping," to within 1ms (even reaching microsecond level on the GPU side), which is tens of times faster than earlier CPU versions. This means that "encrypted computing" is no longer naturally slow like a snail, and many daily scenarios now have available time scales. Whether developers can use it or not determines the fate of such technology. Zama's fhEVM has created a compatibility path: Solidity writes contracts and introduces encrypted numeric types to call FHE capabilities, avoiding forcing the team into a dead end of "relearning cryptography". The supporting libraries and examples are regularly updated on GitHub, corresponding to the landing goal of "enabling ordinary EVM teams to run demos within two weeks". Ecological linkage is not just talk. On the security component side, OpenZeppelin is jointly building a "security token" interface and tool library, focusing on the implementation of basic capabilities such as encrypted balances and encrypted transfer amounts (note: the official document clearly states that the library is undergoing rapid iteration and is not yet an unofficial audit version, and needs to be evaluated for production purposes). On the infrastructure side, Zama and Conduit have built a dedicated Arbitrarum Rollup as a protocol gateway and acceleration layer, with the goal of offloading FHE computing from the main chain while maintaining verifiability and low cost. In the future, this "confidentiality contract capability" will be distributed to the Conduit ecosystem. Incentives for creators and developers have also been institutionalized. On the content side, there is a Creator Program with a monthly bonus pool of 50000 US dollars. Those who rank first can receive USDC or exchange for ZAMA after TGE; On the technical side, there is a Developer Program with two tracks totaling $20000 per month, which includes "runnable demos" and "universal tools/SDKs" in the review process. These small high-frequency incentives aim to quickly create a batch of reusable samples. How to participate so as not to just be a bystander? Give a practical path: first, use their public beta network and developer center to run the minimum closed loop - collect test assets, complete a confidential transfer and "encryption decryption" round trip, and then compare the changes in account level and contract interaction with Dune/block explorer; If you are a team, prioritize migrating a "privacy essential small feature" to fhEVM (such as encrypted bidding, encrypted whitelist limit), and don't become a fat person in one go. The risks and precautions should also be clarified: firstly, the current environment is not a main network production environment, and components are still evolving rapidly. It is necessary to distinguish between testing and real business; 2、 The official has repeatedly emphasized that ZAMA has not yet been issued, and any tokens with the same name appearing in the market should be considered high-risk or scams; 3、 The confidentiality contract library of OpenZeppelin is an iterative version and is not included in its regular audit and bounty program. Access parties need to build their own defense lines. My positioning for Zama is' a universal layer that makes privacy the default option '. If it keeps the three things of "availability+performance+composability", DeFi's confidentiality matching, institutional compliant encrypted payments, and private proof of identity and reputation will naturally grow. The timing of the mainnet and TGE is worth keeping an eye on, but what's even more worth doing is to throw a real scenario of the team into it now and run it to see if you can get an additional incremental business that must be on chain and kept confidential. @Zama_he solves the old logic of 'on chain must be public', turning 'privacy' into infrastructure; What you need to do is to verify its speed and usability in your hands as soon as possible. Waiting for market consensus to form before competing for the front row often results in a delay of half a beat. ZamaCreatorProgram
+3
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads