Boundless bull case and FDV target: Succinct PROVE as precedent
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Summarizes the Boundless bull case: chain-agnostic proving market, permissionless provers paid via Proof of Verifiable Work, 40+ integrations and a strong community. Targets a $1B to $2B FDV, using Succinct's PROVE as precedent.
Key claims
Integrated across 40+ ecosystems
Target FDV of $1B to $2B using Succinct PROVE as precedent
Metered rewards via Proof of Verifiable Work
The @boundlesshq bull case summary:
- Addressing a multi-billion dollar market
- Fully chain-agnostic proving market
- Bringing ZK everywhere + making it accessible
- Permissionless prover participation in competitive system
- Metered rewards for actual proving work done via PoVW
- PoVW = Proof of Verifiable Work (game-changer imo)
- Building unique tech with strong defensive moat
- Powering entire RiscZero ZK dev product suite
- Integrated across 40+ ecosystems and chains
- Translates fancy tech into mindshare & hype
- Strong community (what many infra projects fail at)
- Successful boostrapping strategy with "The Signal"
Will imo be a billion dollar launch, and am looking at Succinct / PROVE as an early precedent (target of $1B-$2B FDV for me).
Would argue Boundless could go even higher tho, so stay berryfied and keep yapping frens.
What came next · since 01 Aug 2025
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Zero has written 3 more pieces on Boundless since this one.
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