Oasis Community

GN, my friend

Diode is building enterprise-grade privacy infrastructure for teams, networks, and AI — with Oasis at the core. This is what real-world privacy integration looks like. Learn more: https://oasis.net/blog/diode-private-infra-with-oasis

Hey, I'm doing great. thanks for asking.

You're welcome

Thanks for the detailed questions. I think the broader point you’re making is fair: announcements are one thing, but ultimately what matters is what those partnerships and investments translate into over time. For some of the examples you mentioned, particularly investments such as Midas, I don’t want to speculate about financial returns or specific strategic expectations without having figures that have been publicly disclosed. On the ecosystem side, I also don’t have a reliable consolidated set of numbers for SemiLiquid, io.net, Carrot, Privana and the various ROFL projects that would allow me to give you an accurate breakdown of users, transactions, compute usage or resulting ROSE demand. I’d rather be transparent about that than throw out numbers without proper context. I would also distinguish between the different initiatives here. An investment, an integration, an infrastructure partnership and a project building on Oasis aren’t necessarily expected to produce the same outcomes, so putting all of them against a single metric such as TVL doesn’t necessarily give the full picture. But, thanks for the detailed and useful questions. These are fair points to raise, and I’ll make sure to pass them along to our Product and BD teams so they can provide more context around the specific partnerships and investments you mentioned.

Thanks for the honest response. I appreciate that you don’t want to speculate or provide numbers without reliable data. However, the main point remains: none of the specific questions I raised could be answered with actual facts or metrics. The Communications team currently cannot provide the results of these investments and partnerships, so I think it is reasonable to ask when we can expect a public response from the Product/BD teams. For Midas specifically, I would like the team to explain what happened to the original $5M commitment, what was actually achieved on Sapphire, why the current data shows no Midas TVL on Sapphire today, and what Oasis expects from its new 2026 investment in Midas. For SemiLiquid, io.net, Carrot, Privana and the ROFL projects, I’m not asking for TVL as a universal metric. I’m asking for the relevant measurable results and current status of each initiative. So, could you please let us know approximately when the Product/BD teams will be able to provide a public, fact-based response? I’m looking for measurable results.

I addressed all these questions to the team, but as of now I couldn't give you an ETA as to when they will be sharing this information

I believe preparing these answers should not take much time. Tracking the results of your own partnerships, grants and investments should be an integral part of any such initiative from the very beginning. If the relevant metrics are not already being tracked internally, that would actually be an even bigger concern. I appreciate that you’ve passed the questions to the team, and I’ll wait for their public response.

For private swaps, the UX question I keep coming back to is execution metadata. Does Privana keep route selection and slippage details confidential too, or can users choose which parts become public with the final settlement?

Thanks, this clarifies the strategic shift, but it also raises an even more important question for me as an investor. If Oasis is moving away from competing for native TVL on Sapphire and instead wants to provide privacy and verifiable compute across other ecosystems, then what is the actual role of ROSE in this new model? Where will sustainable demand for ROSE come from if liquidity, applications and users remain primarily on Ethereum, Base, Arbitrum and other networks? You mentioned that you are exploring several ways to integrate ROSE into Privana that could affect its supply and demand dynamics. Could you explain at least at a high level what role ROSE is expected to play and what mechanisms are being considered to create organic demand for the token? This is a critical question for investors. Building successful infrastructure is one thing, but if the infrastructure can grow without requiring the native token, then the success of the technology does not necessarily translate into value for ROSE holders. I’m also still interested in the Midas Series A investment. I understand that the original $5M ecosystem initiative and the new direct investment are different things. But if the Foundation is now deploying capital into successful external companies, what is the specific strategic benefit to Oasis beyond potential financial returns from those investments? In other words, is the Foundation investing to make money from successful companies, or are these investments primarily intended to drive adoption, usage and value capture for Oasis and ROSE? I think this is the most important part of the new strategy that needs to be explained. Otherwise, there is a risk that Oasis becomes successful as a technology while ROSE itself has little or no fundamental demand. I’m looking forward to understanding how the team plans to avoid that outcome.

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gm ☕️

I’m assuming that embedding into other protocols is an initial step to guarantee future relevance that could eventually lead to other monetization opportunities as these relationships attract public use. This is logical but the long game requires patience. Looking forward to seeing initial results with Privana as Goose mentioned.

I agree that this seems to be the direction the team is taking. However, I think there is still a major missing piece: how will this increased usage translate into sustainable demand for ROSE? And honestly, I’m quite concerned about the launch of Privana. Since the announcement, there has been almost no visible marketing or effort to build an audience around the product. Even now, right before V1, there is very little public activity or awareness around it. The Privana X account currently has only 406 followers. I find this difficult to understand. If Privana is supposed to be a major part of Oasis’s new strategy and a potential driver of ROSE utility, I would expect the team to be actively building awareness, attracting users and creating demand before launch. Without a serious go-to-market strategy, I don’t see why we should expect significant initial adoption or usage, regardless of how good the underlying technology is. I’m therefore not only waiting to see what Privana V1 can technically do. I want to understand how the team plans to actually bring users to the product and, most importantly, how that usage will create sustainable demand for ROSE.

I think Oasis's strategic move opens new utility for Rose's continuous tech stack usage. For example, Carrotfunding adopting ROFL compute layer for its risk engine moving away from AWS would mean that the Rose used to sustain the computation through verifiability and attestations is continuous. So from a typical end user point of view, Rose use might not be measurable but since privacy as a solution is for the projects and products that adopt and integrate Oasis tech, the usage is perpetuating. In other words, it is less about evaluating everything through the lens of TVL metrics, and more about the sustainability of web3 via RWAfi, DeFAI, DePIN etc integrating privacy layer to become private by design - none of these are private by default and so, they go with Oasis.