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Cysic

16 pieces · Jul 2025 to Feb 2026 · 1 flagship

Sectors

ZK12 AI5 Market structure5 DePIN4 L1/L21 Other1

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Coverage per year

152025

12026

No calls on Cysic since 2025 · show price and coverage

Price and coverage

Cysic $CYS

Calls: None yet
Since listing: −50%
vs BTC: −43%
Now: $0.113

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 16 piecesCalls onlyWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Cysic

Article25 Feb 2026ZK Proof Costs Are Collapsing: Here's Who Wins and Who Gets CommoditizedReport on the ZK proving stack in three layers: hardware, proving networks and applications. Proof cost fell from $2.00 in 2023 to $0.05 on ASICs; compares GPU, FPGA and ASIC bets, then the Boundless and Succinct networks.Breakdown30 Jul 2025Cysic's three-pillar ZK model: hardware, proving DePIN and enterpriseCysic 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.Breakdown08 Jul 2025Cysic network breakdown: ZK proof layer, Proof-of-Compute and dual-token designCysic is a Cosmos SDK network with EVM execution, CometBFT consensus and Proof-of-Compute, with provers, verifiers and validators on GPUs and ASICs. It has a CYS/CGT dual token, a 3-year halving schedule and 10% community allocation.

Timeline · every piece, newest first

2026 1

25 Feb 2026ZK Proof Costs Are Collapsing: Here's Who Wins and Who Gets CommoditizedReport on the ZK proving stack in three layers: hardware, proving networks and applications. Proof cost fell from $2.00 in 2023 to $0.05 on ASICs; compares GPU, FPGA and ASIC bets, then the Boundless and Succinct networks.ArticleZKDePIN

2025 15

31 Aug 2025Why ZK is the key to scaling blockchain computationArgues ZK decouples heavy computation from onchain verification, so chains only verify a succinct proof. Says high-performance L1s scale by raising hardware requirements, while ZK scales without that trade-off and enables AI, science and gaming workloads.ExplainerZKL1/L2

03 Aug 2025How the pre-TGE DeAI and ZK stack fits together: Cysic, Boundless, Anoma, AlloraSketches how several pre-TGE projects compose: Cysic supplies ZK hardware to Boundless' proving market, which supports Anoma intents used by agents running on Allora predictions trained on OpenLedger data, possibly on Bless compute.ExplainerAIZK

03 Aug 2025Weekly pre-TGE mindshare ranking: Union, Anoma, Theoriq, Cysic, OpenSeaReviews Kaito mindshare leaders: Union tops the 1D, 7D and 40D gain rankings, Anoma stays in the top 3, with Theoriq and Cysic spiking and OpenSea third. Flags INFINIT and Mira as next-week catalysts.DataMarket structureOther

01 Aug 2025Cysic joins Boundless as hardware prover with custom ZK ASICsExplains the Boundless and Cysic partnership: Boundless coordinates the verifiable compute market while Cysic supplies GPU clusters and custom ZK ASICs as a primary hardware prover on the mainnet beta.ExplainerZKTooling

30 Jul 2025Cysic's three-pillar ZK model: hardware, proving DePIN and enterpriseCysic 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.BreakdownZKDePIN

29 Jul 2025Cysic revenue model: ZK Air, ZK Pro, network fees and 60-80% margin SaaSCysic runs hardware (ZK Air, ZK Pro), a two-sided proving network with CYS and CGT tokens, and a high-margin SaaS arm. Flags execution complexity of three business models as the main risk.BreakdownZKDePIN

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure

27 Jul 2025Pre-TGE calendar for August 2025: MIRA, PROVE, THQ, ALLO, BLESSCalendar of expected TGEs and Kaito campaigns, with timing calls: MIRA and THQ imminent, PROVE feels imminent, ALLO early-mid August, BLESS in 3-4 weeks. Expects most launches between September and November alongside MegaETH, Monad and Anoma mainnets.Market takeAIZKMarket structure

24 Jul 2025Kaito leaderboards: yapper counts and smart followers by projectRanks Kaito leaderboards by active yappers and by average smart followers. Anoma leads on yapper count, MegaETH on smart followers, both of which determine how hard it is to climb a leaderboard.DataMarket structure

24 Jul 2025Cysic ZK-verified inference: GPU sumcheck and 10x speedup on CNN-4MCysic delivers real-time ZK proofs of neural network inference using a GPU-parallelized sumcheck protocol and custom CUDA kernels, reporting about 10x over prior benchmarks. A VerifiableModule wrapper integrates with PyTorch and TensorFlow.ExplainerAIZK

22 Jul 2025Cysic joins Succinct's prover network: vertically integrated ZK hardwareCysic's custom ZK hardware, GPU-accelerated proving and a verifiability-optimized L1 complement Succinct's permissionless proving layer by handling production workloads.Market takeZK

21 Jul 2025Research agenda July 2025: MegaETH, CLOBs, proving markets, DeAI, privacyA list of themes under active research: MegaETH, CLOB infra, proving markets, ZK infrastructure, ML networks, AI agents and robotics, stablecoins, RWAs, programmable privacy, BTCfi and Hyperliquid.OtherZKAIHyperliquid

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

09 Jul 2025ZK infrastructure heading to mainnet and TGE: proving, verification, interopLists nine ZK infra projects approaching mainnet and TGE across proving markets, proof verification layers, interop, zkEVM and privacy, and points to the author's 64-project ZK landscape.MapZK

08 Jul 2025Cysic network breakdown: ZK proof layer, Proof-of-Compute and dual-token designCysic is a Cosmos SDK network with EVM execution, CometBFT consensus and Proof-of-Compute, with provers, verifiers and validators on GPUs and ASICs. It has a CYS/CGT dual token, a 3-year halving schedule and 10% community allocation.BreakdownZKDePIN

Often covered with

Boundless42 Succinct38 Anoma33 Allora38 Union36 Theoriq18 Mira Network21 MegaETH46

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