2025-12-22 06:24:14

Recently, I tried using AI analysis tools to evaluate some ZK projects, which was quite interesting. For Brevis, the reasonable FDV valuation produced by this trap is about 50 million. But thinking carefully, this number does seem a bit conservative.

Similarly, in the ZK track, Succinct has reached an FDV of 200 million, while Brevis's technical solutions and application prospects are actually comparable. The market positioning of the two projects differs, but in terms of technical depth and ecological potential, Brevis's current valuation does seem to be undervalued. This may reflect the market's ongoing adjustment in understanding different ZK projects.

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MEVHunterLucky

· 2025-12-25 03:25

Ah Fu somewhat disagrees. The 200 million valuation for Succinct isn't set in stone; the market just likes to hype concepts. Brevis's technology is indeed solid, but whether it can benefit from this wave of dividends depends on whether the ecosystem can take off.

Is this AI valuation tool reliable? It feels like right now, ZK is just a game of information asymmetry—whoever tells the best story gets the higher valuation.

Being conservative is the right approach. Underestimating these things, by the time the market reacts, it might need to be re-priced. It's still a bit early to get on board now.

Brevis is indeed undervalued, but honestly, I'm not very interested in ZK projects. I still see more opportunities in MEV.

I just want to know how they calculated the base valuation of 50 million. It seems like the valuation methodology itself has issues.

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just_another_wallet

· 2025-12-24 00:33

I don't quite understand the pricing logic of AI tools, but giving 50 million to Brevis does seem a bit low... Succinct is already at 200 million, the gap is a bit ridiculous.

That being said, the ZK track now has a significant information gap and the understanding is still quite chaotic.

Brevis's technology is not bad, but the hype is lacking, and that's the real problem.

Wait, is AI valuation calculated this way? I feel like it's a bit unreliable...

The market is still in the pricing stage, nobody can clearly say how much each is worth, it's all a gamble anyway.

Succinct does have a hype advantage, but Brevis's stuff is really underestimated, I agree with that.

The key will be to see who produces results first; no matter how good the technology is, it's useless without application.

I actually think it's too early to go all in on any of them right now; the ZK story isn't finished yet.

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GasFeeCry

· 2025-12-24 00:31

A valuation of 50 million is too conservative; Brevis technology is not inferior to Succinct. It's really a great opportunity to seize the moment.

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0xDreamChaser

· 2025-12-22 06:51

The AI valuation tool runs at 50 million, but Succinct is already at 200 million... this gap is just too outrageous.

The Brevis technology is indeed not bad; it feels like the market is still exploring the ZK space, and the understanding hasn't quite caught up yet.

However, speaking of which, FDV is inherently a kind of metaphysics; can we really trust the tools?

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StakeTillRetire

· 2025-12-22 06:43

50 million? Forget it, Succinct is already at 200 million, why is Brevis so cheap... The valuation tricks of AI tools are just like that.

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TerraNeverForget

· 2025-12-22 06:35

The price of Brevis does seem to be underestimated, while Succinct is at 200 million, why is Brevis only 50 million...

Wait, can the estimates from AI tools really be trusted? This logic feels a bit forced.

The market expectations for the ZK track are so divided right now, it feels like night and day.

Why does Succinct have such a high premium? Is the technology really that strong? Or is it just pure speculation?

To be honest, the ecological potential of Brevis really hasn't been fully tapped, it might not be too late to enter a position now.

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