My Investment Thesis on Why Nillion is the Most Asymmetric Opportunity
If you’re not paying attention to Nillion Network, you’re missing the most critical player in the convergence of blockchain and AI.
They have an elite team of world-class experts, and validated user traction.
Here’s why @nillionnetwork is the most asymmetric opportunity in the market right now 👇🧵
Key Takeaways
Strategic Partnerships: Collaborates with Meta, NEAR, Arbitrum, Ritual, and Aptos for privacy-preserving AI and blockchain solutions.
Elite Team: Includes Uber’s founding engineer, Hedera Hashgraph’s co-founder, and ex-Coinbase legal counsel.
Top Investors: Raised $25M from Hack VC, HashKey Capital, Animoca Brands, and Big Brain VC.
Real Adoption: 390,000 verifiers, 831GB secured, and 183M secrets verified.
AI x Blockchain Leader: Solves critical gaps with privacy-preserving AI and secure decentralized apps.
Market Rotation: Positioned to dominate as AI-driven capital flows into blockchain-enabled innovation.
1. They are Building Strategic Partnerships That Others Can’t Replicate
Nillion is solving privacy challenges for the biggest names in the industry and these are huge integrations that underline Nillion’s relevance across both Web2 and Web3 sectors:
1. @meta
Nillion is working with Meta to develop privacy-preserving large language models (LLMs), ensuring that sensitive data remains secure while enabling effective AI functionality. The best part is that they have collaboratively worked on a whitepaper!
The paper introduces Curl as a multiparty computation (MPC) framework specifically designed for privacy-preserving computations on large language models (LLMs). By using cryptographic techniques, multiple parties can securely collaborate to run computations on parts of encrypted data, ensuring that privacy is maintained throughout the process.
2. @NEARProtocol
In partnership with NEAR Protocol, Nillion is advancing data privacy and AI application development. This collaboration provides developers with sophisticated privacy tools, optimizing data storage and computation through Nillion’s blind computing technology, which enhances the security and efficiency of decentralized applications (dApps) 1.
3. @arbitrum
Nillion's integration with Arbitrum focuses on improving privacy for Ethereum-based applications, allowing developers to create decentralized finance (DeFi) solutions that safeguard user data while maintaining transparency.
4. @ritualnet
Nillion and Ritual are collaborating to create a trustless decentralized AI inference system. This partnership enables the processing of sensitive data without revealing its content, making it particularly useful for industries dealing with personal or proprietary information. The integration will empower developers to maintain confidentiality for both user input and AI models, facilitating secure AI applications across various sectors.
5. @Aptos
The partnership with Aptos aims to enable the development of new privacy-preserving applications on its blockchain, enhancing the capabilities for decentralized solutions that prioritize user privacy.
2. A Team That Knows How to Build Billion-Dollar Platforms
This is where most projects crumble with weak execution, weaker teams. Nillion is stacked with industry veterans who’ve built and scaled billion-dollar technologies before and have guys with backgrounds in the team like:
• Ex-Coinbase legal counsel: The regulatory foresight this space desperately needs.
• Meta AI researchers: The kind of minds that push boundaries in privacy and AI.
• OpenAI Forum contributors: At the center of the AI revolution.
• Alan Turing researchers: Unmatched expertise in cryptography.
• Uber engineers: Proven scalability at global scale.
The project has attracted some of the top talent in tech, including the
Co-Founder of Hedera Hashgraph 13 (Andrew Masanto)
Founding Engineer of Uber (Conrad Whelan),
Founder of Indiegogo(Slava Rubin)
Associate General Counsel of Coinbase (Lindsay Danas Cohen), and several other high profile team members 20 and advisors.
Here is a list of just a few of the amazing people involved:
CTO Conrad Whelan (https://www.linkedin.com/in/conradwhelan/ 43) was the Founding Engineer of Uber.
Chief Scientist Dr. Miguel de Vega (https://be.linkedin.com/in/migueldevega/en 14) is the inventor of Nillion and has authored 30+ global patents.
Head of Cryptography Dr. Elizabeth Quaglia (https://www.linkedin.com/in/elizabeth-quaglia-6a77b111/ 14) is a senior lecturer at Royal Holloway, University of London.
CEO Alex Page (https://www.linkedin.com/in/alexdpage/ 20) is an ex-Goldman Sachs investment banker and Hedera SPV GP.
Director of Crypto Tristan Litré (https://www.linkedin.com/in/litre/?originalSubdomain=de 9) was previously CTO of a DeFi platform.
CBO Slava Rubin (https://www.linkedin.com/in/indieslava/ 11) was the Co-Founder and CEO of Indiegogo.
CSO Andrew Masanto (https://www.linkedin.com/in/andrewmasanto/ 11) started two of the top 100 cryptocurrencies (Hedera Hashgraph and Reserve).
CMO Andrew Yeoh (https://www.linkedin.com/in/andrewyeoh 7) is an ex-UBS/Rothschild investment banker and Hedera SPV GP.
Head of Ecosystem Mark McDermott (https://www.linkedin.com/in/promack/ 9) previously led innovation partnerships at Nike.
GC Lindsay Danas Cohen (https://www.linkedin.com/in/lindsaydanas/ 6) is the ex-Coinbase Associate General Counsel.
3. Backed by the Smartest Money in the Game
They raise $25M from top-tier investors like
Hack VC (lead investor)
HashKey Capital
Animoca Brands
Big Brain VC.
Arbitrum (Strategic Contributor)
Worldcoin (Strategic Contributor)
Sei (Strategic Contributor)
4. Proof of Adoption: Real Users, Real Growth
Nillion is delivering really strong testnet stats at massive scale:
390,000 verifiers in the network
831GB of data secured
183 million secrets verified
5. Owning the AI x Crypto Whitespace
The AI and blockchain intersection is the $200 billion opportunity of the next decade. But most players are stuck chasing shallow use cases. Nillion dominates the whitespace with blind compute technology that opens up:
Privacy-preserving AI inference (an absolute game-changer).
Secure, trustless DeFi applications that the market desperately needs.
Private data storage for enterprises that can’t afford leaks.
Plug-and-play integration with any Web3 app.
Critical Context: Why Nillion Is Inevitable
If you’re watching AI soar and crypto cycle into irrelevance, you’re thinking too small. The rotation is coming—capital from AI will flow into the projects that solve real-world problems at the AI/blockchain nexus.
With $NVDA at ATHs, the question isn’t if this shift happens but when.
And when it does, Nillion is the only name that matters.
Here’s the reality: most projects in this space are vaporware. Nillion is the opposite. It’s already delivered tangible adoption, built institutional trust, and formed critical infrastructure partnerships.
This is bigger than catching the next $GOAT.
I am watching as Nillion is set to dominate the next cycle.
Bottom Line: Nillion Is the Next Billion-Dollar AI Play
shut up and take my money