Nillion thesis: blind compute, Curl MPC and the NIL airdrop
Quote375 words
Bullish call$NIL−88%since listing, moved against the callHow it played out ↓Breaks down Nillion as an orchestration layer for privacy-enhancing technologies. Its Curl MPC scheme, built on Meta's CrypTen, targets efficient private LLM inference and avoids FHE overhead and TEE vendor trust. Also covers the NIL airdrop.
Key claims
7.5% of NIL supply airdropped to community and developers
Airdrop claims close Feb 3
Curl is optimized for LLM inference operations
Enter the Era of Blind Compute
Nillion mainnet is ahead and the $NIL airdrop is already here.
The AI narrative will recover and @nillion is one of the top tier infra plays in the vertical.
TL;DR on the AI agent thesis for Nillion ↓
Nillion is an orchestration layer for privacy-enhancing technologies (PETs), a.k.a. a blind compute network.
The network's key innovation lies in its unique architecture, and its novel MPC protocol, which efficiently handles non-linear operations critical for AI workloads in a privacy-preserving context, while providing information-theoretic security.
Its recently developed MPC scheme "Curl", based on Meta's CrypTen framework, and built in collaboration with UC researchers, is specifically optimized for efficiency in LLM inference operations.
With Curl, Nillion overcomes traditional MPC limitations while avoiding the performance issues of FHE and the vendor trust requirements that come with TEEs.
In the context of AI agents like @Thales_ai, Nillions' infra enables encrypted storage (longterm memory), and fully encrypted RAG architectures (Retrieval Augmented Generation a.k.a. allowing agents to reference external knowledge bases during generation while maintaining data privacy throughout the process).
As the network matures, it will even support private model training and inference (leveraging the above-mentioned tech).
The network's flexibility in combining different privacy technologies (MPC, FHE, TEEs) allows for customized approaches based on specific use case requirements, which opens up an entirely new whitespace for builders in crypto x AI.
Its adaptability, combined with the efficient handling of AI workloads, uniquely positions Nillion as a potential standard for privacy-preserving AI infra, and especially as the agent narrative continues to accelerate, that's very promising.
Nillion will imo also increasingly gain adoption with enterprise deployments, and open up an entirely new multi-billion dollar vertical in the form of personalized AI (agents) that work with sensitive data, where privacy and regulatory compliance are crucial.
Congrats to the @nillion team for this major milestone and glad to be building with your top tier tech with @Thales_ai.
🪂 Also: 7.5% of the supply will be airdropped to community and developers, with claims closing on Feb 3rd.
Token probably dropping right after with mainnet launch.
Will be huge imo, so if you're part of the community, don't forget to claim!!!
gNillion and check 🧵 below for all the airdrop details. ↓
QUOTING @nillion
As Nillion approaches its third phase with the Alpha Mainnet launch, we’re thrilled to announce the NIL airdrop. NIL airdrop is our way of rewarding the Nillion community members and early adopters, complementing our Community Round in 2024. Here’s the details 🧵 t.co/LT
As Nillion approaches its third phase with the Alpha Mainnet launch, we’re thrilled to announce the NIL airdrop. NIL airdrop is our way of rewarding the Nillion community members and early adopters, complementing our Community Round in 2024. Here’s the details 🧵 t.co/LT
How the call played out · since 20 Jan 2025
Prices as of 23 Oct 2026This piece takes a view on $NIL, so that move is read against the call.
−88%
Moved against the call · since it listed on 25 Mar 2025, 2 months after this piece
- At listing
- $0.725
- Now
- $0.0841
- vs BTC
- −88%
- After 1 month
- −47%
- After 3 months
- −61%
- After 1 year
- −95%
- High since
- 0.0% 25 Mar 2025
- Low since
- −96% 02 Aug 2026
Since then
Zero has written 4 more pieces on Nillion and $NIL since this one.
- Nillion MPC plus io.net GPUs: a private decentralized compute stack for AIOn Nillion
- Nillion as the orchestration layer for privacy-enhancing technologiesBullish call on $NIL
- io.net x Nillion: private decentralized compute stack for personalized AICovers $NIL
- io.net as a PMF case study in crypto, and why the Nillion tie-up mattersCovers $NIL
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.