Recently, I noticed that Zama, a project in the privacy sector, has been making frequent moves. This project, which has secured over 100 million in funding, has been valued directly at the 1 billion level by institutions.

Many people focus on its technological strength, but I think the more critical aspect is the timing—traditional assets need to be massively put on the blockchain, and the issue of privacy protection cannot be bypassed. What Zama does is this underlying capability.

The current node is quite delicate. The demand for privacy infrastructure is amplifying, and it's not just hype; it's a genuine functional demand that is growing. As long as the trend of RWA (Real World Assets) being brought on-chain continues, the value of this type of infrastructure will only increase.

The issuance of the token should be around the corner, and it is worth keeping an eye on.