deutsche bank just shipped production settlement infrastructure on zksync. not a testnet. not a pilot. a $1.3t asset bank processing real transactions with BitGo custody and MiCA compliance before the july 1 deadline. ZK token sits at $235m FDV, down 94% from highs, generating $553 in daily fees. the infrastructure thesis is now validated by the largest bank to ever deploy on a public L2. the problem is ZK has no fee sharing, no burn, no staking. institutions use the chain but create zero buying pressure on the token. matter labs has to fix value capture or this becomes another cosmos situation where incredible tech and real adoption never translate to token performance. the asymmetry is there if tokenomics get addressed. if they don't, you're holding a governance token for a chain that banks love and the market prices at zero