Cysic's three-pillar ZK model: hardware, proving DePIN and enterprise
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Cysic combines ZK hardware sales, a proving DePIN and enterprise services, and can act as a prover on both Succinct and Boundless. Bullish on the vertical integration but unsure how it holds up against focused competitors.
Key claims
Three pillars: ZK hardware, ZK proving DePIN, ZK enterprise services
Participates as prover operator on Succinct's network
Risk: focused competitors in each niche
What about Cysic?
@cysic_xyz is another major player in the ZK infra game.
However, Cysic is quite a unique one, considering its overall business model, which is based on three pillars:
- ZK hardware sales
- ZK proving DePIN
- ZK enterprise services
Potentially a competitor in terms of proving network, Cysic can also function as a complementary prover operator that participates on Succinct's network (which is actually the case) or on Boundless' proving market.
Bullish on the vertical integration and breadth of the business model / product offering (Cysic is a proper ZK powerhouse), but also curious to see how they will hold up vs. more focused competitors in the specific niches.
QUOTING @zerokn0wledge_
The ZK Endgame: Boundless vs. Succinct ZK season is upon us, and the ZK infra market is projected to grow to >$10B by 2030. Meanwhile, Boundless and Succinct are shaping up to be the proving dominators. What many fail to understand tho, is that while similar, they are different
The ZK Endgame: Boundless vs. Succinct ZK season is upon us, and the ZK infra market is projected to grow to >$10B by 2030. Meanwhile, Boundless and Succinct are shaping up to be the proving dominators. What many fail to understand tho, is that while similar, they are different
What came next · since 30 Jul 2025
Since then
Zero has written 1 more piece on Cysic since this one.