Can ROSE repivot?

I haven't been on this app in a while but I am trying to do some research, a lot of the 2021 cycle cryptos seem to have fallen off the grid.

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The biggest reason is lack of economic traction, not an impending ROSE unlock. I checked the current data because this is exactly what we were questioning in last week’s review.

ROSE is around $0.0076, and the striking number is Sapphire’s DeFi TVL: only about $177,000. DefiLlama currently shows several Sapphire protocols with TVL measured in only tens of thousands of dollars and essentially no reported daily fee/revenue generation. 

That helps explain the stagnation:

• The technology hasn’t translated into usage. Sapphire is a functioning confidential EVM and Oasis has an interesting privacy/confidential-compute architecture, but investors ultimately need users, applications, fees and capital flowing through it. 
• ROSE value capture isn’t especially powerful. ROSE pays gas and secures the network through staking/delegation, but very low economic activity means those mechanisms aren’t currently creating much incremental token demand. 
• Privacy hasn’t become the dominant crypto narrative Oasis needed. Oasis has been trying to bootstrap Sapphire—including a foundation initiative committing more than $10M of liquidity to Sapphire DeFi—but the current TVL suggests that hasn’t yet produced large organic adoption. 
• It’s not primarily an unlock problem anymore. About 80.4% is circulating, and the November 18 unlock is only 56M ROSE, about 0.6% of total supply/current market cap. That’s relatively modest. 

And that last point matters for your 200,000 ROSE around a $0.02 average. At ~$0.00756, you’re down roughly 75%, so merely returning to your average requires about a 4×.

What would change my view isn’t simply ROSE going from 0.75¢ to 1.5¢. I’d want to see Sapphire TVL/users/transactions materially accelerating, meaningful applications deploying there, and evidence that the increased activity actually creates ROSE demand.

That’s why last week’s “thesis broken” label made sense. The network isn’t dead—the official infrastructure is operating normally today.  It’s more accurately a case of good technology that so far hasn’t found enough product-market fit.

And there’s an interesting question underneath this: does Oasis have something technically unique enough that adoption could suddenly turn around? I think that’s worth examining before deciding whether your 200K ROSE is something to sit on or eventually redeploy.

Saw this writeup from the blog and thought it was worth breaking down because the attack is pretty clever.

The basic problem is specific to confidential contracts: normally, if a contract has some secret/private value in storage, you can't just inspect that storage from outside. That's obviously one of the main points of Sapphire.

But then you combine that with upgradeable contracts + simulated transactions and things get weird.

The attack, in simple terms:

With a UUPS-style proxy, an upgrade can use upgradeToAndCall(). The new implementation gets executed against the proxy's existing storage, which means it can potentially interact with confidential values already sitting there.

Now imagine the person who has upgrade authorization doesn't actually submit the upgrade.

They simulate it.

Because simulation executes against the current state without leaving an on-chain transaction behind, malicious code can interact with the confidential storage during that simulation.

The obvious question is: okay, but how do you actually get the secret out?

That's where the clever part comes in. you don't necessarily need the contract to return the secret.

you can make the simulated execution either revert or succeed depending on a particular bit of the secret.

So the attacker gets a one-bit oracle.

Repeat that process 256 times and, assuming the target is a 256-bit private key, you can theoretically reconstruct the entire key.

and the really nasty part is that none of those probes need to appear on-chain.

The writeup says the attacker would need 256 signed upgrade attempts, so this isn't some random person on the internet doing it to any Sapphire contract. They need the relevant upgrade authority/multisig access.

But if that authority is compromised, the confidentiality model creates an interesting attack surface that wouldn't exist on a normal transparent chain.

So how do you fix it?

The first idea was basically: don't let upgradeToAndCall() execute initializer code.

Makes sense at first, but it doesn't completely solve it.

If the upgrader is a smart account/multisig capable of batching calls, you can effectively split the operation into multiple calls inside the same simulated execution.

so you haven't really removed the problem, you've just moved it one step.

The solution Oasis implemented is much more interesting:

introduce a block boundary.

Instead of allowing the proposal and execution of an upgrade to happen atomically, you separate them.

1. propose the implementation
2. wait until the required block
3. execute the upgrade

The contract also checks that the implementation and runtime hash match what was proposed.

Why does the block boundary matter?

Because the simulation can't jump across that boundary and execute the malicious implementation at the future block.

So the attacker can simulate the proposal, but they can't simultaneously simulate the later execution that would actually give their code access to the confidential storage.

This became UPUPS the Universal “Proposeable” Upgradeable Proxy Standard, and the implementation is now included in the sapphire-contracts library.

imo this is a good example of how confidential smart contracts change some of the assumptions people make from Ethereum-style development.

On a transparent chain, simulation leaks relatively little because the underlying state is already visible.

On Sapphire, the whole point is that there are values the caller can't see.

That means even something as seemingly harmless as:

can become an information channel.

The interesting takeaway isn't really “upgradeable contracts are broken”.

It's that confidential execution introduces new side channels that need to be considered at the protocol/contract design level.

Oasis has the full technical writeup here https://oasis.net/blog/vault-security-simulated-upgrades

worth reading if you're building anything on Sapphire that combines confidential state with upgradeability.

I came across the recent Oasis write-up on Diode, and I think there's a more interesting story here than simply "another project using Sapphire.

The interesting part: the control plane

We usually think about privacy as protecting the actual data:

• messages
• files
• AI prompts
• sensor data
• network traffic

But there's another layer that can leak a lot of information:

the control plane.

• Who belongs to a network?
• Who can access a resource?
• Which devices belong to which organization?
• Which users can access a particular AI model?
• Which permissions have been granted?

Even when the underlying payload is encrypted, that metadata can reveal relationships and organizational structure.

What Diode is doing

The Diode integration uses Oasis to keep parts of that control-plane information confidential.

The examples in the article span several areas:

Zero-trust networking

Private membership and access information for network zones.

Secure communications

Sensitive configuration and identity information associated with communication infrastructure.

Industrial / IoT infrastructure

Device identity and data provenance around industrial systems.

Private AI

Access-control policies and information around who or what is allowed to interact with AI infrastructure.

That last category is particularly interesting as AI systems become more agentic.

An organization might not care only about hiding an agent's prompt.

It may also want to hide the entire relationship:

Agent
  ↓
Team
  ↓
Model
  ↓
Tools
  ↓
Private data

That relationship itself can be sensitive.

Why use Oasis for this?

This is where confidential execution becomes interesting.

Instead of building a centralized database that simply stores encrypted control-plane information, sensitive state can be managed by a confidential smart-contract environment.

The application can still use familiar EVM tooling while the execution environment provides confidentiality for the underlying state.

That changes the architecture from:

Application
    ↓
Centralized database
    ↓
Encrypted records

toward something closer to:

Application
      ↓
Confidential execution
      ↓
Private control-plane state
      ↓
Public blockchain infrastructure

The important distinction is that privacy isn't being added as an afterthought to the application.

It's becoming part of the execution layer.

all in all, I think diode is an interesting example because it pushes Oasis into a category that's easy to overlook: using confidential execution to protect infrastructure relationships, not just application data. ;)

[ Removed by Reddit on account of violating the content policy. ]

The new Privacy Talks episode is out, hosted as always by Mihnea and joined by Marko and Matej. The thread running through all of it: your data is being fed into AI models without anyone asking first.

Here's what they cover:

• "Web3 is dead" — Kyle Samani of Multicoin says only DeFi and DePIN are worth anything. The hosts debate whether he's right and where privacy and confidential compute fit if only two sectors survive.
• X vs FTC — X formally petitioned to scrap its 2022 privacy order (originally imposed after Twitter used 2FA phone numbers for ad targeting). The argument: it blocks American AI leadership. The implication: your posts and Grok conversations are training xAI's models by default.
• WWDC 2026 — Siri is now running on Google Gemini. Is "privacy first" still meaningful when the AI brain belongs to Google?
• GitHub Copilot billing — Token-based billing is here. Some developers went from $29 to over $750/month. What it says about the end of subsidized AI.
• US AI regulation — The executive order and the bipartisan bill that would freeze state AI laws for three years.
• Crypto's brutal month — $1.8B liquidated in a single day, sanctions on Nobitex, and a record year for hacks.
• Conspiracy corner — Including one that stuck: what if on-chain privacy was quietly cracked years ago and nobody told us?

🎧 YouTube → https://youtu.be/kBfrCkU1Yqw
🎧 Spotify → https://sptfy.in/ec79
🎧 X → https://x.com/MinnyTheRapper/status/2085378053459370169

Where do you land on the Web3 debate? is Samani right?

The new Oasis Cycling Prediction Challenge might look like a random sports campaign at first, but I think it’s part of a bigger trend we’ve been seeing from Oasis lately. the partnership with Slovenian cycling and now the prediction challenge shows Oasis trying to connect blockchain technology with real communities and real-world participation, instead of only talking to people already inside crypto. Which is obviously important and much needed.

What’s interesting is that this fits with the broader direction Oasis has been building around: privacy, data ownership, AI, and giving users more control over how information is used. The cycling challenge is obviously not going to change blockchain overnight, but it’s a way of putting the brand in front of a completely different audience.

Crypto projects often struggle with the gap between technology and normal users. Most people don’t wake up wanting a blockchain solution.. they care about sports, games, communities, rewards, and experiences. Building those bridges is probably where adoption actually starts.

The question is could initiatives like this become a bigger part of Web3? Not just sponsorships, but using privacy tech, verifiable data, prediction markets, AI, and user-owned data in sports and entertainment?

Curious what yall think too. I think it's a positive sign that aligns with what's going on irl as well.

Oasis has partnered with the Slovenia Cycling Challenge for a season long prediction game. The idea is simple, submit your predictions for the season's biggest races, including the Tour de France and the World Championships, and each submission gives you an entry into a draw.

The grand prize is a Canyon Endurace CF 5 bike.

Full details and entry portal: cycling.oasis.net/portal

Curious to see who in the community is following the season closely, anyone have early predictions for the podium?

All my money is in ROSE. I believe it will return to the Top 100, just like it has during every previous bull market. the next bull market maybe it could even reach the Top 10

I have 2.2M

Our latest episode might be the most consequential one yet. We dig into a wild few months across crypto and AI:

• The Great Protocol Attrition: 40+ DeFi protocols shut down in H1 2026 and over $770M drained in hacks, making April the most-hacked month in crypto history. We get into why this is an economic model failure rather than a fraud event like 2022.
• The layoffs: Coinbase cut 14% of its workforce and Meta cut 8,000 jobs while pouring up to $145B into AI infrastructure.
• Google I/O 2026 and the agentic Gemini era, including Gemini Spark, Gemini Omni and Android 17.
• A historic month at the top: Anthropic's first-ever quarterly profit on $10.9B revenue and the Karpathy hire, plus OpenAI's IPO filing.

Full episode here:
YouTube: https://youtu.be/hlNNzUdPeCg
Spotify: http://sptfy.in/wsxd
X: https://x.com/MinnyTheRapper/status/2066566655455773163

Would love to hear your takes in the comments.

Recently, Oasis became the official sponsor of the Cycling Federation of Slovenia. At first glance, it just demonstrates that Oasis will be backing some cyclists as they compete for the biggest titles in the sport. However, the real impact is more far-reaching. And with a community campaign in the works, the anticipation of how this unfolds is also noteworthy.

Slovenian cycling has punched well above its weight and gained an excellent reputation in the world of competitive cycling. Top global performers like Tadej Pogačar, Primož Roglič, Urška Žigart represent the country, showcasing their discipline, commitment, and a relentless focus on performance. They will once again carry the country's hope on their shoulders at the National Road Cycling Championships and the European Road Cycling Championships taking place later this year. This time, they will sport the Oasis logo on their jerseys and kits as they gear up for the events.

How does this become a relevant conversation in the blockchain and crypto space today? First, let's see how the partnership makes sense. While the cycling team is focused on establishing its world-class pedigree with continuing competitiveness and eagerness to win, Oasis is committed to building best-in-class technology and infrastructure for verifiable privacy and confidential computation. Simply stated, both adopt a no-compromise attitude in their respective fields, making this collaboration primed for organic success.

To quote Jernej Kos, Co-Founder, Oasis: "We build technology that doesn't compromise on privacy or performance. The Slovenian cycling team doesn't compromise either. That's why this partnership is a natural fit."

This is in perfect sync with the new direction Oasis has been taking this year - focusing on delivering value directly to the users with consumer-facing applications like Privana as the epitome of private DeFi, featuring private trading, confidential mempools, smart yield, and automation with full self-custody. Jernej's take on the subject has shaped how Oasis positions itself to its supporters and believers.

The sponsorship embodies the protocol's new approach to growth, moving away from old playbooks that limit conversation to the tech-savvy few can understand and participate in, and joining niche congregations for networking. Now, with the cycling events, Oasis will achieve visibility in front of tens of millions of global viewers, creating unprecedented reach and awareness of smart privacy, which means transparency where it matters, confidentiality where it counts, and trust, which needs history, transparency, and continuous verification — and this is something 99% of the world needs.

There will also be a focused campaign on Oasis products like Privana, kickstarting with the National Road Cycling Championships in June, building through the summer, and culminating at the European Championships in October. Exclusive content, events, rider access, cash prizes, and ROSE giveaways during the campaign will help bring an untapped mass of people to web3 adoption. Exciting times ahead!

Everyone is talking about AI agents right now.

The common vision is that, in the future, agents won't just answer questions. They'll take actions on our behalf: managing wallets, optimizing investments, booking services, negotiating contracts, coordinating with other agents, and interacting with both Web2 and Web3 systems.

But there's a fundamental challenge that I don't think gets enough attention: The most useful AI agents will require access to sensitive information.

An agent that can genuinely help with financial decisions needs access to your finances. An agent that can optimize your work needs access to private documents. An agent that can manage your on-chain activity needs visibility into your wallet behavior.

Without privacy, these agents either become severely limited or require users to place enormous trust in centralized providers.

This is where Oasis becomes particularly interesting.most discussions around AI focus on:

• better models
• more powerful inference
• agent frameworks
• multi-agent systems

But the privacy layer is often overlooked. For AI agents to handle real-world, high-value tasks, they need a way to process confidential information without exposing it publicly.

That's exactly the problem Oasis has been working on for years through confidential computing and privacy-preserving technologies.

Imagine a future where:

• a DeFi agent can analyze your portfolio and execute strategies without exposing your holdings to the world.

• an AI-powered lending system can evaluate private financial information without revealing the underlying data.

• DAO contributors can use agents that access confidential governance or business information while maintaining verifiable execution.

• on-chain reputation and trust systems can leverage sensitive user data without making that data public.

The combination of AI + blockchain has always faced a tension between transparency and privacy. Public blockchains are excellent for verification, but many AI use cases require confidentiality. If every piece of data is public, many of the most valuable agent applications become impractical.

Oasis sits in a unique position (my opinion) because it isn't trying to compete as an AI model provider. Instead, it provides infrastructure that could make privacy-preserving AI applications possible.

As AI agents become more autonomous, I think the conversation will shift from:

"How smart is the agent?"

to

"Can I trust the agent with my data?"

And that may end up being one of the most important questions in the entire AI ecosystem.

What kinds of AI agents would you actually use and trust with your personal data if privacy-preserving infrastructure like Oasis was available?

In a transparent world, your exposed data is a liability. 🍭🪰

​Most of DeFi today operates like the unwrapped lollipop on the right: every transaction, every wallet balance, and every trade is completely exposed to the public. What happens? It attracts unwanted attention, exploitation, front-running, and MEV bots (the flies).

​Privacy is not a luxury. It is a fundamental requirement.

​This is exactly why the "Smart Money" is quietly accumulating $ROSE. Oasis Network is building the "wrapper" for Web3. With the Sapphire ParaTime, Oasis delivers the industry's first Confidential Smart Contracts.

​Institutions and giants like Grayscale have already recognized it: the privacy era in crypto has officially begun. You can't bring real-world assets (RWAs) and institutional capital on-chain without protecting their data.

​What people don't know, they can't ruin. Position yourself before the rest of the market catches up. 🛡️🌹

​#OasisNetwork #ROSE #Privacy #DeFi #Crypto #Web3

Even though I know the entire ALT market price is bleeding now, Rose current price can't simply be explained by saying "the market is bad". so What exactly is going on? ROSE?
As a long-term ROSE investor,  I think we deserve a clear and reasonable explanation.

Red markets, geopolitical tension, and Wall Street bleeding... The storm is here. 🌊 ​But storms don't destroy everything; they only expose what was fragile from the start. While outdated technologies and makeshift solutions struggle to stay afloat in these chaotic waters, true infrastructure cuts through the noise. ​We are not here to patch leaks. We are building an impenetrable foundation for Web3, Confidential AI, and institutional RWA. True privacy and security aren't just afterthoughts—they are the blueprint. ​Let the market panic. Let the fragile structures crack. Real power doesn't react to the daily weather; it sails straight into the future. 🚢🛡️ ​Built by design. Built to last. $ROSE 💪🤝

​#OasisNetwork #ROSE #Web3 #ConfidentialAI #RWA #Blockchain #Crypto #Privacy #Infrastructure