Why didn't zkSync continue to fall as expected?
Happy believes that the main reason is that zkSync represents the correctness of the Zero-Knowledge Rollups technology route in L2, and it "cannot fall down".
A few weeks ago, Happy analyzed the data of zkSync and believed that its valuation was too high. However, Happy recently saw an AI + DePIN L2 project based on ZK Stack - #Heurist . This made Happy see the route competition.
The Optimistic ecological competition pattern of the #Rollups technology route is almost a foregone conclusion. On the Zero-Knowledge route, zkSync seems to have dominated, so its main competitor is the Optimistic route.
So, what can Heurist bring to zkSync?
According to the official description, Heurist is a decentralized GPU cloud platform dedicated to AI computing. Its foundation is the DePIN protocol, which allows GPU owners to provide computing resources without permission and access an environment for running AI or other GPU-intensive workloads through a simple API/SDK.
From the description, we can extract two key pieces of information: one is DePIN, which means that computing power providers can get rewards; the other is that it supports AI services, making it convenient for AI developers to build their own AI through the platform and make profits.
In short, Heurist can supplement the #AI and #DePIN tracks for the zkSync ecosystem. Heurist also received strong support from zkSync, received an airdrop of 2.4 million ZK tokens, and won first place in the zkSync hackathon.