NAM listing: Namada as Zcash on steroids at a fraction of ZEC valuation
Thread72 words
Frames Namada as a way to bring privacy to any chain and asset, valued at only 7% of ZEC and under 1% of XMR at listing.
Key claims
NAM valued at about 7% of ZEC and under 1% of XMR
$NAM trading is live and this could be a huge opportunity.
@namada is basically @zcash on steroids, able to bring privacy to any chain and asset out there.
Yet it is valued at only 7% of $ZEC and less than 1% of $XMR.
Wait until the market wakes up to this. t.co/KGD2oouwZM
@namada @Zcash Will dive into this with a bit more depth soon, stay tuned for my $NAM $NAM $NAM thesis.
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What came next · since 19 Jun 2025
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This market take reads the setup without making a call on the token, so price moves since publication are shown as market context.
Mentioned for context
No reliable price feed for $NAM.
Since then
Zero has written 2 more pieces on $NAM since this one.
- Namada's free market launch: why a fully liquid day-one token was deliberateBullish call on $NAM
- Namada: the multi-asset shielded pool and its valuation gap to ZEC and XMRBullish call on $NAM
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