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$PROVE

5 pieces · Jul 2025 to Aug 2025

Sectors

ZK4 Market structure3 AI2

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Coverage per year

52025

Price and coverage

Succinct $PROVE

Calls: 2 bullish
Since first call, bullish: −81%
Since latest call, bullish: −81%
Now: $0.184

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly 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 $PROVE

Thesis01 Aug 2025Boundless bull case and FDV target: Succinct PROVE as precedentSummarizes 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.Market take20 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 take29 Jul 2025Boundless Kaito allocation and TGE outlook: 0.25% of supply in rewardsPuts Boundless' 0.25% Kaito allocation in dollar terms ($2.5M at $1B FDV) and sketches expected TGE structure: sale, 10-20% initial unlock and 5-10% airdrop. Expects Succinct's PROVE to set a $1B-$2B FDV precedent.

Timeline · every piece, newest first

2025 5

01 Aug 2025Boundless bull case and FDV target: Succinct PROVE as precedentSummarizes 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.ThesisZK

29 Jul 2025Boundless Kaito allocation and TGE outlook: 0.25% of supply in rewardsPuts Boundless' 0.25% Kaito allocation in dollar terms ($2.5M at $1B FDV) and sketches expected TGE structure: sale, 10-20% initial unlock and 5-10% airdrop. Expects Succinct's PROVE to set a $1B-$2B FDV precedent.Market takeZKMarket structure

29 Jul 2025PROVE airdrop FDV scenarios: 1B max supply mathWith PROVE max supply at 1B, each $500M of FDV equals $0.5 per token. Expects billion-dollar valuations for ZK narrative leaders; airdrop registration closes 3 August.DataZK

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

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

Often covered with

Succinct38 Boundless42 Kaito46 Mira Network21 Theoriq18 Allora38 Bless Network17 Cysic16

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