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August non-farm payrolls badly missed expectations, pushing the market-implied probability of a September Fed cut to 100 %. Yet traders are treating the number as a harbinger of recession, not a green light for risk assets. Below are key takes from analysts, translated and edited for clarity. --- Tom Lee: “Rate-Cut Rally” Could Echo 1998 and 2024 Bitmine CEO Tom Lee expects the Fed to begin cutting in September. In both 1998 (LTCM bailout) and 2024 (regional-bank scare), equities and crypto r...

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Artificial Intelligence (AI) is a technology that simulates human intelligence to perform tasks, capable of processing vast amounts of data, recognizing patterns, and providing decision support. Decentralized Finance (DeFi) is a financial system based on blockchain technology, aiming to provide financial services without intermediaries through smart contracts, such as lending, trading, and yield farming. In the fintech field, AI enhances the efficiency and precision of financial services thro...

DeepSeek Dominates the App Store: Chinese AI Stirring Up the Overseas Tech Scene
DeepSeek Disrupts the Overseas AI Community, Causing a Stir in Silicon Valley
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Recession Trade Overrides Rate-Cut Hopes: Where Do U.S. Equities and Crypto Go Next?
August non-farm payrolls badly missed expectations, pushing the market-implied probability of a September Fed cut to 100 %. Yet traders are treating the number as a harbinger of recession, not a green light for risk assets. Below are key takes from analysts, translated and edited for clarity. --- Tom Lee: “Rate-Cut Rally” Could Echo 1998 and 2024 Bitmine CEO Tom Lee expects the Fed to begin cutting in September. In both 1998 (LTCM bailout) and 2024 (regional-bank scare), equities and crypto r...

AI + DeFi = Financial Freedom? Unveiling How DeFAI Disrupts Fintech!
Artificial Intelligence (AI) is a technology that simulates human intelligence to perform tasks, capable of processing vast amounts of data, recognizing patterns, and providing decision support. Decentralized Finance (DeFi) is a financial system based on blockchain technology, aiming to provide financial services without intermediaries through smart contracts, such as lending, trading, and yield farming. In the fintech field, AI enhances the efficiency and precision of financial services thro...

DeepSeek Dominates the App Store: Chinese AI Stirring Up the Overseas Tech Scene
DeepSeek Disrupts the Overseas AI Community, Causing a Stir in Silicon Valley
What Cysic Is Building
Cysic is a ComputeFi project laser-focused on zero-knowledge-proof (ZK) hardware acceleration. Its end-game is to tokenize every step of the stack—from silicon design, through network orchestration, to the final conversion of raw compute into tradable assets.
Hardware Road-Map: GPU Now, ASIC Later
Short term: squeeze the most out of consumer GPUs. A universal SDK plus the ZKPoG end-to-end optimisation suite already delivers up-to-52× speed-ups on off-the-shelf cards.
Long term: go custom. The in-house C1 ASIC is taped-out and two devices are on the drawing board—pocket-sized ZK Air and the rack-scale ZK Pro—chasing the last drop of performance-per-watt.
Inside Cysic Network
Built with Cosmos CDK, the chain runs Proof-of-Compute (PoC) instead of Proof-of-Stake. Hardware, consensus, execution and application layers are bundled into one modular slab.
Today 42 k Prover nodes and 100 k+ Verifier nodes crunch ZK tasks; 13 million test-net transactions have already settled.
AI Playbook
Serverless Inference: one-click APIs for Llama-3, QwQ-32B, Phi-4, Llama-Guard, etc.
Agent Marketplace: three launch agents (X-trends hunter, logo generator, Pump.fun publisher) paid in Solana USDC.
Verifiable AI: GPU-accelerated ZK proofs that wrap inference results, turning “trust me” into “prove me” at 52× real-time.
ComputeFi & Consumer Scenes
Digital Compute Cube Node NFTs turn hashrate into yield-bearing, governance-granting securities.
The palm-sized DogeBox 1 home ASIC mines Dogecoin while simultaneously validating ZK proofs, closing the loop DOGE → CYS → DogeOS.
Ecosystem & Funding
Partnerships with Succinct, Scroll and others.
Pre-A round closed at US 12 million, led by HashKey Capital and OKX Ventures.
Headline Risks
ComputeFi still needs product-market fit; ZK demand is nascent; ASIC tape-out is a white-knuckle ride; AI differentiation is thin; plenty of rival zkMarketplaces lurk.
Part I – Industry Landscape of ZK Hardware
GPU = general-purpose parallel workhorse (CUDA, OpenCL, mature).
FPGA = reconfigurable Lego for fast-moving algos, but pricey at scale.
ASIC = fixed-function silicon that, once algorithms stabilise, delivers 10-100× the perf/W and becomes the only economically rational choice—exactly what happened to crypto mining.
Part II – Cysic’s Tech Moat
ASIC Track
C1 chip: zkVM-based, high-bandwidth, still partially programmable.
ZK Air (plug-in dongle) and ZK Pro (datacentre blade) share the same die.
HyperCube IR, the bespoke intermediate representation, lets circuits hop between hardware targets without rewrite; single C1 die hits 1.31 M Keccak proofs/s (13× vs GPU).
GPU Track
Universal SDK outruns open-source backends (Plonky2, Halo2, Gnark…).
ZKPoG stack, co-designed with Tsinghua, optimises the full pipeline from witness to polynomial commitment; 52× peak on an RTX-4090, 22.8× average.
Together they form a classic hardware–software co-design flywheel: GPU for iteration, ASIC for annihilation.
Part III – Protocol Layer: Cysic Network, a PoC Universal Proof Layer
Four modular floors:
Hardware Layer – CPU/GPU/FPGA/ASIC/DogeBox
Consensus Layer – Cosmos CDK + CometBFT + PoC (stake your tokens AND your hashrate)
Execution Layer – EVM-compatible contracts route tasks, collect votes, bridge settlements
Product Layer – plug-and-play markets for ZK proofs, AI inference, mining, HPC
Workflow: task posted → Provers race (GPU/ASIC) → Verifiers sample-check → results batched on-chain.
Prover nodes bond 10 CYS; Verifier nodes bond 0.5 CYS and can run on a phone.
9.1 k tasks settled, 700 k CYS/CGT paid out so far.
Part IV – AI: Cloud, Agents, Verifiability
Serverless Inference
Pay-per-call access to frontier models; no cluster babysitting.
Agent Marketplace
Autonomous swarms collaborate off-chain, settle on-chain; users pay only for success.
Verifiable AI
ZK proofs guarantee that the model you think ran is the model that actually ran, without revealing weights or inputs. GPU-level parallelisation of Sumcheck, custom finite-field kernels and the same ZKPoG stack shrink proof time from hours to seconds, making real-time attested AI finally practical.
PyTorch/TensorFlow wrappers mean devs add one line and get “inference + proof” back.
Bottom Line
Cysic is betting that tomorrow’s decentralised economy will need two things in infinite supply: fast ZK proofs and trusted AI inference. By minting its own silicon, SDKs and twin-token economy, it is trying to corner the market on both—before the algorithms, and the demand, fully harden.
What Cysic Is Building
Cysic is a ComputeFi project laser-focused on zero-knowledge-proof (ZK) hardware acceleration. Its end-game is to tokenize every step of the stack—from silicon design, through network orchestration, to the final conversion of raw compute into tradable assets.
Hardware Road-Map: GPU Now, ASIC Later
Short term: squeeze the most out of consumer GPUs. A universal SDK plus the ZKPoG end-to-end optimisation suite already delivers up-to-52× speed-ups on off-the-shelf cards.
Long term: go custom. The in-house C1 ASIC is taped-out and two devices are on the drawing board—pocket-sized ZK Air and the rack-scale ZK Pro—chasing the last drop of performance-per-watt.
Inside Cysic Network
Built with Cosmos CDK, the chain runs Proof-of-Compute (PoC) instead of Proof-of-Stake. Hardware, consensus, execution and application layers are bundled into one modular slab.
Today 42 k Prover nodes and 100 k+ Verifier nodes crunch ZK tasks; 13 million test-net transactions have already settled.
AI Playbook
Serverless Inference: one-click APIs for Llama-3, QwQ-32B, Phi-4, Llama-Guard, etc.
Agent Marketplace: three launch agents (X-trends hunter, logo generator, Pump.fun publisher) paid in Solana USDC.
Verifiable AI: GPU-accelerated ZK proofs that wrap inference results, turning “trust me” into “prove me” at 52× real-time.
ComputeFi & Consumer Scenes
Digital Compute Cube Node NFTs turn hashrate into yield-bearing, governance-granting securities.
The palm-sized DogeBox 1 home ASIC mines Dogecoin while simultaneously validating ZK proofs, closing the loop DOGE → CYS → DogeOS.
Ecosystem & Funding
Partnerships with Succinct, Scroll and others.
Pre-A round closed at US 12 million, led by HashKey Capital and OKX Ventures.
Headline Risks
ComputeFi still needs product-market fit; ZK demand is nascent; ASIC tape-out is a white-knuckle ride; AI differentiation is thin; plenty of rival zkMarketplaces lurk.
Part I – Industry Landscape of ZK Hardware
GPU = general-purpose parallel workhorse (CUDA, OpenCL, mature).
FPGA = reconfigurable Lego for fast-moving algos, but pricey at scale.
ASIC = fixed-function silicon that, once algorithms stabilise, delivers 10-100× the perf/W and becomes the only economically rational choice—exactly what happened to crypto mining.
Part II – Cysic’s Tech Moat
ASIC Track
C1 chip: zkVM-based, high-bandwidth, still partially programmable.
ZK Air (plug-in dongle) and ZK Pro (datacentre blade) share the same die.
HyperCube IR, the bespoke intermediate representation, lets circuits hop between hardware targets without rewrite; single C1 die hits 1.31 M Keccak proofs/s (13× vs GPU).
GPU Track
Universal SDK outruns open-source backends (Plonky2, Halo2, Gnark…).
ZKPoG stack, co-designed with Tsinghua, optimises the full pipeline from witness to polynomial commitment; 52× peak on an RTX-4090, 22.8× average.
Together they form a classic hardware–software co-design flywheel: GPU for iteration, ASIC for annihilation.
Part III – Protocol Layer: Cysic Network, a PoC Universal Proof Layer
Four modular floors:
Hardware Layer – CPU/GPU/FPGA/ASIC/DogeBox
Consensus Layer – Cosmos CDK + CometBFT + PoC (stake your tokens AND your hashrate)
Execution Layer – EVM-compatible contracts route tasks, collect votes, bridge settlements
Product Layer – plug-and-play markets for ZK proofs, AI inference, mining, HPC
Workflow: task posted → Provers race (GPU/ASIC) → Verifiers sample-check → results batched on-chain.
Prover nodes bond 10 CYS; Verifier nodes bond 0.5 CYS and can run on a phone.
9.1 k tasks settled, 700 k CYS/CGT paid out so far.
Part IV – AI: Cloud, Agents, Verifiability
Serverless Inference
Pay-per-call access to frontier models; no cluster babysitting.
Agent Marketplace
Autonomous swarms collaborate off-chain, settle on-chain; users pay only for success.
Verifiable AI
ZK proofs guarantee that the model you think ran is the model that actually ran, without revealing weights or inputs. GPU-level parallelisation of Sumcheck, custom finite-field kernels and the same ZKPoG stack shrink proof time from hours to seconds, making real-time attested AI finally practical.
PyTorch/TensorFlow wrappers mean devs add one line and get “inference + proof” back.
Bottom Line
Cysic is betting that tomorrow’s decentralised economy will need two things in infinite supply: fast ZK proofs and trusted AI inference. By minting its own silicon, SDKs and twin-token economy, it is trying to corner the market on both—before the algorithms, and the demand, fully harden.
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