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During this time, I've been looking at the data of L2, and one phenomenon has become increasingly clear:
When the market does not have particularly strong narrative pressure,
In cases where the application end requirements are not considered "explicit."
The usage curve of @tenprotocol is still continuing to grow.
This made me realize that TEN might be validating something that is quite different from mainstream rollups:
When real scenarios requiring "hidden execution processes" begin to emerge on the chain,
The logic of the execution layer will shift from "scalability" to "whether complex operations can run on-chain."
From AI to gaming to finance, the interactive structures of projects like DraeAI, Havona, Puffin, and Maya clearly indicate:
They are not designed to apply for ecology,
but because the existing L2 cannot accommodate their execution requirements.
This is like when institutions treated Bitcoin as collateral back in the day—
It's not that someone said it should be this way, but rather that the entire industry has naturally reached that stage.
The privacy execution of TEN (TEE) is not something that no one does, nor is it a technology that cannot be achieved.
What is truly lacking is whether the "scenario is ready."
In the past few years, AI, iGaming, and on-chain settlement logic have lacked a usable environment;
Now these demands are becoming apparent, and TEN is becoming meaningful.
In other words:
It's not that TEE suddenly became stronger,
Instead, the execution of privacy itself has finally become necessary.
I heard that $TEN TGE is coming soon.
I believe this "demand-driven execution layer path" is worth continuing to follow.