@confidence1199
Big picture
ZK stole the spotlight, but FHE might eat the world.
ZK = compress trust.
FHE = compute in the dark.
Zama’s fhEVM makes Ethereum FHE-native → DeFi, AI, healthcare, governance all run on encrypted rails.
This is the operating system of the 2030s.
Alpha from funding
Zama’s unicorn raise (€49M led by Pantera + Blockchange) isn’t hype it’s traction.
$50M+ in contracts already signed
FHE compression breakthrough (20,000× → 50×)
fhEVM on Ethereum + Base
The moat here is math, not marketing.
Tokenization angle
Real tokenization isn’t about wrapping TradFi.
It’s about confidentiality.
With FHE, you get:
Encrypted voting for PE funds
Encrypted payouts
Encrypted transfers
Zama is already building this with OpenZeppelin + Inco.
Governance / State OS
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