Original ｜Odaily Planet Daily (@OdailyChina)
Author｜Golem (@web3_golem)
The date and specific mechanism for ZETA's migration to Solana have finally been set. On November 7, the ZetaChain community passed the second governance proposal regarding ZETA's migration to Solana with 100% approval votes.
The proposal shows that ZetaChain L1 will officially cease operation at block height 20,755,000 (expected around December 9, 2026), and staking rewards will stop at the same snapshot height. ZetaScan will continue to be available and will provide a read-only RPC archive node, running until October 31, 2027.
On the same day, users can claim ZETA on Solana 1:1 on ZetaHub, with no deadline and no fees of any kind (including SOL). Only one signature is needed for the migration to succeed. Users' ZETA balances on exchanges will be converted by the exchanges, with no action required from users.
At the same time, on December 9, ZetaLabs, ZetaChain's private AI product focused on the crypto field, will also launch.
ZetaLabs extends ZetaChain's interoperability philosophy to the AI field. While keeping user data encrypted, it integrates AI large models, contextual memory, agent payments, and real-time market data sources into one platform. According to official disclosures, more than 120,000 users have already joined the waitlist, showing the community's expectations for this product.
Previously, Odaily Planet Daily analyzed why shutting down L1 would be beneficial for ZetaChain (related reading: "Why would shutting down L1 be beneficial for ZetaChain?"). With the improvement of ZETA tokenomics combined with the release of the new product ZetaLabs, the transformed ZetaChain can no longer be ignored by the market.
ZETA achieves deflation, value capture logic upgraded from "Gas" to "Token"
55 million ZETA to be burned, official commitment not to sell newly unlocked tokens in 2027
According to the second governance proposal for ZETA's migration to Solana, the total supply of ZETA tokens will decrease after the migration is completed, burning approximately 55 million ZETA from the 2.1 billion base.
The token burn comes from the validator incentive allocation (10% of total supply, i.e., 210 million ZETA). Because ZetaChain L1 will be completely shut down, there will no longer be incentives for network validators. As of the official shutdown of ZetaChain L1, the issuance of validator tokens was approximately 155 million, so the remaining unissued 55 million ZETA will be burned.
After the migration, these 55 million ZETA will be deposited into a Solana burn reserve controlled by the ZetaChain Foundation and burned monthly in 2027, with one-twelfth burned each month, approximately 4.6 million ZETA, on fixed burn dates. By the end of 2027, the total supply of ZETA will become 2.045 billion (initial supply minus burned amount), meaning that starting from 2027, ZETA will become a deflationary token.
At the same time, according to the token unlock plan at ZetaChain's TGE in 2024, all ZETA allocations for core contributors and investors (totaling 44.91 million) will be fully unlocked by January 1, 2027.
ZETA token unlock schedule
In addition, ZetaChain officially commits not to sell the foundation's newly unlocked ZETA throughout 2027 (unlock allocations from the user growth pool, ecosystem growth fund, protocol treasury, and liquidity incentives), further reducing the circulating supply of ZETA in the market.
Upgrading from Gas value to Token value
After the migration is completed, the token utility of ZETA will also undergo major changes.
In the past, ZETA existed as the gas fee for the ZetaChain L1 network, capturing the value of ZetaChain L1 network activity and ecosystem development, and relied only on staking incentives to reduce market selling pressure. The fragility of this token value capture logic lies in the fact that once network activity is low or the ecosystem is sluggish, users' willingness to hold ZETA declines, causing the token to fall, which in turn reduces investors' willingness to stake, and ZETA's value falls into a "death spiral."
After the migration is completed, this situation will change. ZETA's value capture logic will be upgraded from "blockchain Gas" to an "AI product Token" with actual practical value.
Starting from the first quarter of 2027, users can use ZetaLabs Premium by locking ZETA without paying fees, and the ZETA still belongs to the users. In addition to supporting USDC stablecoins and bank cards for purchasing AI credits, ZetaLabs also allows users to choose to pay with ZETA tokens. At the same time, ZETA will still serve as the governance token of ZetaLabs, and users can use ZETA to vote on which markets, data sources, and AI models ZetaLabs will support in the future.
In summary, in the future ZETA will have practical value in three aspects: AI membership subscriptions, Token purchases, and project governance. In order to obtain more advanced AI features, users will naturally have actual locking and purchasing demand for ZETA, thereby reducing the circulating supply of ZETA in the market and increasing some actual buying demand.
Of course, the foundation of this new positive value cycle for ZETA is that users are willing to lock or spend ZETA to use ZetaLabs.
ZetaLabs: A private AI assistant built for crypto users
Today, the crypto field is riding a wave of AI Agent usage, but there is still a considerable gap between ordinary AI products and the actual needs of crypto users.
For example, AI cannot obtain real-time market data in a timely manner, has difficulty understanding users' past on-chain operations, and cannot directly access various services in the crypto ecosystem. Users often need to switch repeatedly between market platforms, block explorers, AI chatbots, and various trading tools.
ZetaLabs emerged precisely to change this situation.
ZetaLabs is a private AI application launched by ZetaChain on Solana, built specifically for crypto users. In addition to integrating multiple AI large models and real-time market data, its biggest feature is connecting users' private memory, on-chain behavior, and market information, so that AI is not just answering questions, but can truly understand the needs of crypto users.
ZetaLabs has better crypto adaptability and is more in line with crypto users' usage habits. Currently, more than 120,000 users have joined the ZetaLabs waitlist. Once ZetaLabs officially launches, it will surely deliver impressive results.
Owning context like owning a wallet
Privacy is the foundation of ZetaLabs.
Currently, most AI products on the market send users' contextual memory to large model providers, and users do not actually own their own "memory." Especially for crypto users, their wallet addresses, asset status, and investment strategies are at risk of being leaked.
With ZetaChain's encrypted memory technology, ZetaLabs encrypts users' chat records, research, and contextual memory, and even ZetaChain officials cannot read this information. When conversing with large AI models, the large model only receives the minimum information needed to answer the question and cannot access all of the user's historical records.
ZetaLabs also inherits Zetachain's interoperability philosophy, turning users' contextual memory into an asset that can be taken anywhere at any time. No AI platform should have the right to revoke, censor, or seize users' contextual memory. ZetaLabs allows users to transfer the same encrypted memory between AIs such as ChatGPT, Claude, and Grok without leaking any private information.
ZetaLabs's memory is not limited to users' chat records with AI. ZetaLabs also has a Bloom feature that can precipitate users' on-chain operation records into private memory, encrypted by the users themselves. This means that users' on-chain activities are no longer just transaction records scattered across different blockchain explorers, but can become important context for AI to understand users.
For crypto users, whether it is which projects they have participated in in the past, what on-chain operations they have performed, or the trading habits they have formed over time, all can be precipitated through Bloom. AI can therefore understand questions in combination with users' own historical activities, rather than starting from scratch in every conversation.
Crypto Radar Provides Personalized Information in Real Time
Another major pain point for crypto users using ordinary AI is that data is always somewhat lagging and inaccurate, seriously affecting investment decisions. On ZetaLabs, users can use plain and easy-to-understand language to ask AI questions about cryptocurrencies, perpetual contracts, prediction markets, stocks, and commodities, and AI will answer based on real-time market data.
ZetaLabs also comes with a crypto radar, which can provide personalized market information in real time based on users' contextual memory, helping users filter out content related to their own areas of interest from massive amounts of market information.
This feature is not simply aggregating market news onto a page, but attempts to let AI provide more targeted market information based on users' areas of interest and historical context. Although a general-purpose AI Agent can also complete this work after training, it still requires a large amount of time, tokens, and data for training, which is quite difficult for ordinary crypto users.
At the same time, ZetaLabs also supports the x402 protocol, making it easy to integrate with other AI Agents, automatically purchase on-chain micropayment services on demand, and call data, APIs, and related capabilities provided by other Agents or service providers.
ZetaChain's Positive Developments Will Land in 30 Days
On December 9, ZetaLabs will officially launch with the above debut features. And in Q1 2027, according to the official roadmap, ZetaLabs will also undergo more upgrades, such as the Premium version releasing in-depth research reports for specific markets, sending any on-chain transaction record to AI to obtain the most concise analytical description, adding tokenized stocks and market sentiment analysis, linking personal contextual memory to more applications, and exploring AI quantitative strategies...
In 30 days, ZETA's new tokenomics and brand-new product narrative will enter the delivery stage. From connecting chains to chains in the past, to connecting AI today, ZetaChain's story continues.
