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Research

Here we share THE COI’s latest research.
We hope it provides perspective, inspires thoughtful discussion, and resonates with those who believe cybersecurity benefits from clarity, reflection, and reason.

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THE COI
Cybersecurity Industry Observation Framework

A conceptual framework for observing the structure and dynamics of the global cybersecurity industry.

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The Shadow Economy of Zero-Days

Zero-day vulnerabilities are framed as primordial assets underpinning cybersecurity, characterized by scarcity, temporal decay, and relational risk dynamics, circulating across legal and underground markets within a complex, trust-dependent ecosystem.

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Category 2
Technology Production
and Value Delivery

In the cybersecurity industry, the secondary category refers to the industrial system that transforms technological capabilities into products, tools, services, or financial instruments, and delivers them commercially to end users.

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2.1
Three Lenses of Technology

One may think of them as viewing the same object through different faces of a triangular prism, or as analogous to the Rosetta Stone—where multiple languages converge in their effort to describe a single underlying reality.

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Category 3
Third-Party Institutions (Tertiary Sector)

In the global cybersecurity market, there is no singular ultimate arbiter. Countless third-party institutions continuously emit judgment signals through their own symbolic systems.

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The De-Sacralization of Choice in Tech Products — A Turn from Ritual to Improvisation (2.1&4)

Agentic AI Is De-Sacralizing Tech Product Choice, Shifting Decision-Making from Structured Systems to Improvisational Composition.

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Global Publicly Listed Cybersecurity Companies, A Capital Market Snapshot of the Cybersecurity Industry

A Structural Mapping of the Global Cybersecurity Industry Through Public Markets and Listed Companies.

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Overseas Revenue Analysis of China Cybersecurity Listed Companies (2025)

A data-driven analysis of overseas revenue trends among China’s listed cybersecurity companies in 2025.

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About 3rd Party
Reference Framework

In the global cybersecurity market, no single arbiter exists. Instead, numerous third-party institutions express judgment through their respective symbolic languages.

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