$NIL may have experienced a sudden drop.
But I am just as bullish on it.
The world will someday realize the importance of private compute.
Will take a while.
$NIL is one of my favorite privacy coins aside from $ZEC $ALEO $RAIL $LOCK
i am bullish for @nillion as it is going to @ethereum and its largest unlock is the self-reinforcing economic flywheel that forms once $NIL becomes an ERC-20 integrated into the largest ecosystem in crypto
i analyzed the flywheel in the simplest, most high-leverage structure:
1. more access → more developers → more private compute usage
moving to ethereum places NIL in front of:
• millions of wallets
• thousands of dev teams
• every major infra stack (restaking, L2s, deFi, ai agents)
this drastically increases the surface area for private compute demand.
more devs = more blind compute workloads = more NIL utility.
2. more utility → more onchain NIL activity → deeper liquidity
as private compute usage grows:
• more NIL is staked + used for execution fees
• more NIL circulates through ethereum-native primitives
• more NIL flows into liquidity venues, collateral markets, and restaking layers
utility drives velocity, and velocity attracts liquidity.
the token becomes something people need, not just trade.
3. deeper liquidity → lower friction → more integrations
with deeper liquidity on ethereum:
• CEXs integrate
• DEX LPs thicken
• bridges support routing
• lending markets whitelist NIL
• structured yield protocols include it
when the cost of integrating NIL drops, it becomes a default choice for devs.
integration cost falls → ecosystem surface area expands.
4. more integrations → more composability → explosion of new use cases
once NIL lives inside the ethereum lego stack, it becomes:
• a collateral type
• a restaking asset
• a payment asset for private ai
• a settlement asset for encrypted data trades
• a governance asset for cross-protocol privacy experiments
5. more use cases → more compute demand → stronger NIL fundamentals
more private ai inference, more blind compute jobs, more encrypted coordination…
all of it requires NIL to run the Nillion 2.0 compute layer.
that demand funnels back into:
• staking
• node rewards
• execution fees
• governance participation
• long-term token sinks
compute demand → token demand → network strength.
My bull thesis for private compute is that I believe AI companies have been stealing data to train their models and a notable AI company may be misusing stolen data for unknown unethical reasons, for which a whistleblower died while trying to expose the company.
And AI safety is an issue. The whole incident with Sam Altman being fired and reinstated within mere days all started because of AI safety.
AI needs to be safe. And private and guarded data is safety for users.
Privacy will be huge someday.
And private compute even more so.
And AI safety is an issue. The whole incident with Sam Altman being fired and reinstated within mere days all started because of AI safety.
AI needs to be safe. Private and guarded data is safety for users.
Privacy will be huge someday because people are losing faith in governments and institutions.
And in the age of AI, private compute even more so.
$NIL is gonna be my $ZEC moment.
Privacy will be huge someday because people are losing faith in governments and institutions.
And in the age of AI, private compute even more so.
$NIL is gonna be my $ZEC moment.
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