Recently, many people have been discussing $BREV. My judgment is straightforward — the technology is indeed solid, and the funding background is visible, but as an investment target, it’s hard to stand out.

First, let's talk about the technical logic. The idea of this project is to offload computational burdens from the chain to off-chain processing, since on-chain verification is expensive and slow. Complex calculations are done off-chain, and only the verification results and proofs need to be sent back to the chain, which significantly improves efficiency compared to purely on-chain computation. From an engineering perspective, this approach has no issues.

The funding background is also strong. Binance Labs and Polychain have invested, and major applications like Uniswap and MetaMask are collaborating, indicating that it’s not an obscure project. In terms of tokenomics, a closed-loop design has been implemented — using BREV requires payment, and staking nodes also need to use it, theoretically creating ongoing buying demand.

But here lies the problem. How competitive is the ZK track right now? No matter how advanced the technology is, there are many competitors in the space, and funds are dispersed across various projects, making it difficult to concentrate and generate a big market movement. I’ve always believed that purely technology-driven track investments have a ceiling — even the most native projects find it hard to dominate market enthusiasm and capital flow. $BREV is no exception in this regard.