Let me explain ZERO in detail. I have a position, so the following analysis may not be objective, everyone. The route of many AI coins is: Let's first shout, 'We want to reshape AI.', Add another picture that looks very much like a future city, The final white paper is filled with the message of a community with a shared future for mankind. After reading it, all you need to remember is one sentence: Brother, what exactly do you do But the ZERO/c0 compute project is slightly different. It didn't come up to talk about the end of the universe first, but did something very simple but crucial: Transforming ordinary people's GPUs into profitable AI computing nodes. Simply put, what c0 mpute wants to do is: You have a question to ask AI, Don't throw it all to big companies like OpenAI, Anthropic, and Google, Instead, it is thrown to a distributed GPU network. Someone contributes graphics cards online, Someone is using AI, C0mpute is responsible for scheduling in the middle, Finally, the user receives the answer and the worker receives USDC. It's like in the past, people only went to five-star hotels for meals, C0mpute said: The big brother downstairs who can cook can also take orders as long as the dishes are served on time Its first value point is the product, not the PPT. C0 Compute already has a web version API、worker、 Image generation staking、treasury， There is also a c0 computer code. This is very important. Because in the crypto AI arena, the product form of many projects is: Official website: Yes Twitter: Very fierce Document: Like Poetry Product: Please wait for the cosmic signal But c0 mpute can at least see things running now. The second value point is that its API design is very clever. It does OpenAI compatible API. What does it mean? Developers don't have to rewrite their own projects, As long as the original address for calling OpenAI is replaced with the address for c0 compute, theoretically it can be connected. This is very important. Because the biggest fear of AI projects is not technical brilliance, But it's troublesome for others to use. The infrastructure that can truly grow must be: Don't worry about how complicated it is behind my back, you need to connect it easily The third value point is that ZERO's value capture mechanism is relatively clear. Let's make it clear here: You don't need to buy ZERO to use c0 computer. The user buys credits with USDC and then uses credits to pay for AI inference. What's the use of ZERO? It's not a gas cylinder, Not every AI question needs to burn a little ZERO. It is more like a value return voucher for this network. Online revenue enters the crisis, Then a portion was bought back from ZERO and destroyed, Part of it will be distributed in USDC to the stake holders. So the core logic of ZERO is not 'forcing users to buy coins', But if the network really makes money, token holders can see the return flow. This is much clearer than many projects that 'we will empower in the future'. The fourth value point is that staking is not just decoration. ZERO staking has three functions: Get USDC rewards, Get free credits, If you are a worker, after meeting the staking standards, you can still increase your revenue. This ties the token and the network supply side together. It's not the kind of design where 'stake will obtain spiritual shareholder status'. The fifth value point and the most FOMO in the market is Shard. What is Shard? in a word: Let a too large AI model not have to fit into a graphics card, But it is broken down into many pieces and distributed among different machines. The previous problem was: The model is too large for a single card to hold. Distributed to different machines, it will also be delayed by network latency. It's like several people moving a big table together, having a meeting every step of the way, and in the end, the table doesn't move, and the people get tired first. Shard's core breakthrough is to enable these dispersed GPUs to collaborate while maintaining impressive speed. In public information, it has already shown: The 744B model runs at around 30 tok/s across multiple GPU locations; The 120B model runs at approximately 40 tok/s across 3 4090 frames. That's why the market is excited. Because if this direction continues to be implemented, c0 compute will not just be a "small model crowdsourcing inference", but will have the opportunity to tell a bigger story: Ordinary consumer grade GPU networks can also support large-scale model inference. This sentence is very penetrating. One of the biggest problems in the AI industry now is that computing power is monopolized by a few giants. The story of c0 mpute is: Big factories have their own computer rooms, But there are also dormant graphics cards among the general public. If it can be organized, it is also a new type of AI infrastructure. The sixth value point is that it has a public data panel. I really like this. Because the project team dares to display data on workers, jobs, tokens, users, credits, and treasure, at least it shows that it is willing to be tracked. Of course, the data is still very early. This must also be made clear: C0 Compute is not a mature AI infrared company at the moment. The actual payment scale is still small. Shard has not yet become a formal production model in the public API. In the early stages of the return of treasure, a large portion is more likely to come from transaction fees rather than AI usage revenue. So ZERO's most accurate positioning now is not: A large-scale AI infrastructure that has been proven. But rather: DeAI projects that have genuine products, strong technical signals, token reflow designs, but are still in the early stages of validation. This determines its trading logic. When it comes to ZERO, we can't just look at the popularity on Twitter. What we really need to focus on are a few issues: When will Shard enter the public API? Can workers join the Shard network with just one click? Will credits spend continue to grow? Will USDC deposits increase? Is c0 computer code used by real developers? Will the Virtuals ecosystem really integrate? Will the future of treasure gradually shift from being driven by transaction fees to being driven by product revenue? If these issues gradually receive positive feedback, ZERO's narrative will be upgraded from 'technical demo' to 'product capability'. If not, then it's a very exciting AI meme market. To summarize: The value of c0 compute is not that it claims to be AI. There are too many projects claiming to be AI now, and even menus are almost filled with AI agents. What's really interesting about it is: It integrates GPU, AI inference, developer API, worker revenue, staking, and treasure buyback into a closed loop. This closed loop is still small, But the direction is right, And Shard added a layer of imaginative space for "technological breakthroughs" to it. So my opinion on ZERO is: It's not a mindless myth, It's not just an ordinary air coin. It's more like an early engineer project, suddenly discovered by the market: Wait, this guy seems to be really building something Next, we'll see if it can turn the demo into a stable product; Transform heat into usage; Reflux transaction fees into real AI revenue. This is the real winner behind ZERO.