ZKsync (ZK)

We are in 🙋‍♂️ 🗓️ Monday, June 8 ⏰ 3:30 PM EST 📍 Main Stage 📂 Private Atomic DvP: No More Trade-offs 👨‍💼 @gluk64 https://t.co/S2XAEk0r0n

There has been a lot of discussion on the @zksync governance forum around the proposed 2026 Prividium funding plan. My forum account is still awaiting approval, so I'll share my thoughts here. First, since the proposal was published on June 1, $ZK is down ~25%. While some may point to market conditions, ZK has also underperformed both ETH (-10%) and STRK (-15%) over the same period. It's difficult to ignore the market's reaction to the proposal itself (and that's before voting has even started, let alone implementation). Second, it's clear there is currently no sustainable bid for ZK in the open market. Promising future utility is not the same as delivering it. Crypto markets have stopped pricing in promises a long time ago. With that in mind, I believe @the_matter_labs @gluk64 should consider alternative funding approaches for Prividium 2026: 1/ Delay this proposal until the new features are live on mainnet and protocol revenue buybacks create a sustainable source of demand for $ZK. Deliver utility and value to holders first, then fund development from a stronger position. 2/ If funding is urgently needed, consider OTC deals with transparent terms (e.g. 6+ month lockups), or bring in a strategic investor willing to make a long-term bet on institutional adoption of Prividium. Matter Labs should be the first to send a clear signal that it is committed to growing token value, not just treating the token as a source of funding.

Tokenization is eating the world. Catch @Ozhar discussing the strategic role of Tokenized Deposits in the digital transformation journey of banks tomorrow at @SCB10X_OFFICIAL. Register 👇

Glad to have moderated a session at Southeast Asia Blockchain Week @SEABWofficial on: What Institutions Need Before They Trust Digital Assets: Tokenisation, Custody, Control, and Cross Border Confidence Had a great conversation with Rashu Jindel from @talostrading , Marco Cora from @zksync Foundation, Daniel Lee MBA LL.M CFtP from @CactusCustody and Aldwin Andikko from @BitGo on custody, institutional trust, tokenisation, and what still needs to be built before digital assets can scale with institutions. Funny enough, our session happened right after the TripleS concert. First, I was not sure if people were ready to go from concert mode straight into serious institutional digital assets mode. But I was really happy to see the audience stay engaged throughout the discussion. Big thank you to SEABW for the opportunity.

Banks are accelerating their pace of blockchain adoption in their efforts to stay competitive in the new digital assets economy. @SPGMarketIntel covered our work with @carinetwork powering the first 🇺🇸 tokenized deposit network. https://t.co/yuYAwXiFrt

Many people in crypto want “everything should be transparent onchain.” It sounds idealistic, but once you get to the level of banks, custodians, fintechs, or real financial institutions, the problem changes. They cannot possibly store all sensitive data on a public ledger. Imagine data such as: - counterparty transactions - internal balance - fund flow - liquidity position - transactions between business units - customer/partner data If all that were opened to the public, it would be more than “transparency” – it would be full exposure, which could become a compliance risk, a business risk, even a security risk. This is often missed in crypto conversations. We too often assume transparency = everyone must be able to see everything. In fact, for institutions, the important thing is not to publish all raw data to the internet, but to be able to prove that the process and results are valid. Here, Prividium from @zksync is interesting. Its approach is not just a “closed private chain,” but more like: Sensitive data stays within their own enterprise infrastructure, while the correctness of transactions and their outcomes can be proven using ZK proofs. Thus the raw data doesn’t need to leave, but the results can still be verified.

Zkat always has the proof! https://t.co/ZBIWEnqb1l

I'll probably vote YES. Prividium needs funding, and more circulating supply is healthier than keeping a massive overhang locked up. That said, ZKsync raised $250M+ from VCs, so using fresh $ZK emissions to fund operations isn't exactly ideal. Short term, this isn't particularly bullish for $ZK.

I'll probably vote YES. Prividium needs funding, and more circulating supply is healthier than keeping a massive overhang locked up. That said, ZKsync raised $ 450M+ from VCs, so using fresh $ZK emissions to fund operations isn't exactly ideal. Short term, this isn't particularly bullish for $ZK.

More developers are building where AI agents and ZK meet. @jet_halo hosted a zkVerify workshop at MuShanghai ( @themu_xyz), walking builders through zkApp development and a live Verifiable PnL demo. The takeaway is simple: • AI agents need proof • Trading needs privacy • zkVerify gives builders the verification layer to make it real