4 天前
Nice to see $VFY and @HorizenLabs mentioned here, but the other ZK privacy play on @base to watch is $ZEN
➥ If ZK goes parabolic, 3 fires will burn at once: Privacy → Scaling → General ➊ ZK-Privacy | The compliance-ready black box - ZK hides sender, receiver, and amount, I meant privacy at protocol level - you’ll see huge demand from both regulated finance + AI training data protection → $ZEC’s revival = Grayscale allocations + Naval’s Bitcoin insurance quote = narrative ignition → Key tokens I’m watching atm: $ZEC $XMR $BDX $DASH $XVG $ARRR ➋ ZK-Scaling | The throughput endgame - ZK-Rollups are still the strongest case for mass adoption - but infra alone won’t moon without apps, that’s the challenge → Key project I'm watching: @brevis_zk @cysic_xyz → Key tokens: $STRK $ZK $LRC $ROSE ➌ ZK-General | The industrial layer - ZK becomes middleware for everything bridges, private contracts, ID, AI inference It’s the path to compression and cost-efficient proofs → true commercialization → Expect plays like $MINA $ALEO $AZTEC $PROVE $VFY $ZKC $IRON to heat up Hybrid layer (Scaling + Privacy): $RAIL $ZEN → @RAILGUN_Project = privacy DApp layer for Ethereum → @HorizenLabs = ZK-as-a-Service infra for large-scale deployment Both already have real TVL and onchain data, that’s why they move with $ZEC Institutions & policy are now steering the ZK cycle more than pure tech narrative Even @VitalikButerin impressed by @brevis_zk's Pico Prism recently You’re watching a rotation in reverse order from compliance-friendly privacy → scaling infra → general ZK middleware
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