The platform sits at the intersection of privacy and AI, two of the largest narratives in crypto right now. As we know, though, narratives in crypto follow those in the "real world," and there's another tailwind worth flagging: AI's broader shift from training to inference. Take the last few months for Anthropic. Reports of Claude seeming recently lobotomized are all over the internet. Anthropic itself shared that usage grew 80x more than expected, then partnered with SpaceXAI to use the entire compute capacity at the Colossus 1 data center: a system equipped with 220,000+ Nvidia GPUs and over 300 megawatts of power, enough electricity to run a midsize city.