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Opacity

6 pieces · Mar 2025 to Aug 2025 · 1 flagship

Sectors

AI4 Privacy4 ZK3 Tooling2 DePIN2 L1/L21

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62025

Start here · the strongest pieces on Opacity

Thesis14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.Map06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.Map21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.

Timeline · every piece, newest first

2025 6

01 Aug 2025ZK season watchlist: 14 ZK infra projects heading into TGE seasonWatchlist of 14 ZK projects including Boundless, MegaETH, Succinct, Opacity and Fluent. Expects ZK mindshare on Kaito to rise further as many of them approach TGE.MapZKL1/L260 likes

26 Jul 2025The agentic stack map: data, verification, compute and cross-chain layersMaps ten layers of the next agentic wave, from attributable data and predictive feeds to verified inference, ZK-proven inference, shared compute, cross-chain infra, swarm coordination, IP chains, VLA operators and private compute.MapAIPrivacyTooling37 likes

26 Jul 2025Opacity Network explained: MPC and zkTLS proofs of private Web2 dataOpacity lets users prove facts about Web2 data without exposing it, using randomly selected MPC notaries, garbled circuits, oblivious transfer and zkTLS. Nodes run in TEEs and restake on EigenCloud for slashing, with all attempts logged onchain.ExplainerPrivacyZK40 likes

21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.MapZKPrivacyAI50 likes

14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.ThesisAIDePINPrivacy44 likes

06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.MapAIDePINTooling250 likes

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OpenLedger34 Allora38 io.net71 Mira Network21 Fluent27 Lit Protocol7 Arcium26 eOracle32

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