Project hub

Aleo

14 pieces · Dec 2022 to Jan 2026 · 4 flagship

Sectors

Privacy11 ZK8 L1/L27 DeFi2 RWA1 Prediction markets1

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Coverage per year

22022

92023

12024

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12026

Price and coverage

ALEO $ALEO

Calls: None yet
Since listing: −99%
vs BTC: −99%
Now: $0.0389

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Aleo

Map05 Jun 2024The Ultimate ZK Landscape 2.0: zkVMs, zkEVMs, proving, aggregation and privacyLandscape of the ZK stack by category: zkVMs, zkEVMs, universal proving and verification layers, proof aggregation, hardware acceleration and privacy projects. Asks the audience what is missing.Breakdown27 Aug 2025Programmable privacy: the next multi-billion dollar infrastructure layerSummary of the A1 Research report on programmable privacy. Compares MPC, FHE, TEEs and ZK trade-offs, maps 12 projects by approach, and argues winners will use hybrid architectures and win on developer abstraction.Breakdown10 Jan 2023Aleo deep dive: a private and programmable zk L1, ZEC and ETH hybridMega-thread on Aleo as a natively private and programmable L1. Covers ZEXE offline execution with on-chain proofs, the zkCloud, a private DEX example, the Leo language, Aleo Studio, package manager and snarkOS.

Timeline · every piece, newest first

2026 1

21 Jan 2026A1 Research 2026 outlook: tokenization, prediction markets, privacy, agentsTL;DR of A1's 2026 outlook: tokenized stocks and private equity scale, stablecoin yield wars, parlays drive prediction markets, onchain credit scoring, production privacy tech, ZK prover competition and DePIN for robotics.ThesisRWAPrivacyPrediction markets

2025 1

27 Aug 2025Programmable privacy: the next multi-billion dollar infrastructure layerSummary of the A1 Research report on programmable privacy. Compares MPC, FHE, TEEs and ZK trade-offs, maps 12 projects by approach, and argues winners will use hybrid architectures and win on developer abstraction.BreakdownPrivacyAIDeFi

2024 1

05 Jun 2024The Ultimate ZK Landscape 2.0: zkVMs, zkEVMs, proving, aggregation and privacyLandscape of the ZK stack by category: zkVMs, zkEVMs, universal proving and verification layers, proof aggregation, hardware acceleration and privacy projects. Asks the audience what is missing.MapZKPrivacy

2023 9

08 Nov 2023Seeding privacy with Namada: private gas seeding and cross-chain asset useShows Namada use cases: seeding fresh addresses with ETH for gas, moving assets into Aleo or ATOM privately, and acting as a bridge between transparent chains and Penumbra, while breaking linkability.ExplainerPrivacy

10 Oct 2023ZK themes to watch: hybrid proofs, zk interop, proving services, Manta, ZK RaaSLists five zk areas he is tracking: zk fraud proofs in hybrid optimistic rollups, zk-powered interop, RISC Zero proving as a service, Manta's Solidity-native zk layer versus Aleo's new language, and ZK rollup-as-a-service.Market takeZKL1/L2

13 Jul 20232023 crypto narratives: LSDfi, zkEVMs, DA, app-specific rollups, privacy, RWALists the narratives he is positioned in: LSDfi, zkEVMs, recursive L3 scaling, hyperscalable DA, app-specific rollups, privacy, interoperability, parallel VMs, WASM/RISC-V VMs, RWA (pending regulatory clarity) and perp DEXes.ThesisL1/L2PrivacyDeFi

11 Jul 2023Privacy stack reading map: ZK, HE and TEE primers plus leading privacy projectsArgues privacy will be a major narrative and indexes his primers on ZK proofs, homomorphic encryption and TEEs together with deep dives on eleven privacy projects, flagging DarkFi as the next one to cover.MapPrivacyZK

28 Jun 2023Anticipated L1s for the next cycle: Manta, Aleo, Sei and Aptos reading listShort thesis that most tokens from the last cycle's ATHs will not repeat, followed by an index of his deep dives on four highly anticipated L1s.MapL1/L2

24 Apr 2023Top 5 privacy projects: Manta, Aztec, Secret, Aleo and ZcashPersonal top-five privacy list with a one-line positioning for each: Manta as a programmable privacy L1 on Substrate, Aztec as a private zk-rollup, Secret as a TEE-based Cosmos L1, Aleo as a Zcash and Ethereum hybrid, and Zcash as the zkSNARK pioneer.OtherPrivacyZK

19 Apr 20232023 narratives: zkEVMs, privacy L1s, restaking, modular DA and perpsAuthor's narrative watchlist for 2023: zkEVMs, zk privacy L1s, restaking, WASM and RISC-V L2 VMs, interoperability, DA layers, shared sequencers, rollup SDKs, recursive L3s, EIP-4844, account abstraction, parallel VMs, identity and perps.ThesisZKL1/L2Ethereum

13 Jan 2023Privacy project map: ZK-based chains vs TEE-based networksGroups privacy projects by technique: ZK-powered ones (Aleo, Manta, Mina, Aztec, Dusk, Zcash, Railgun) versus TEE-based ones (Secret Network, Oasis Cipher ParaTime), linking prior deep dives for each.MapPrivacyZK

10 Jan 2023Aleo deep dive: a private and programmable zk L1, ZEC and ETH hybridMega-thread on Aleo as a natively private and programmable L1. Covers ZEXE offline execution with on-chain proofs, the zkCloud, a private DEX example, the Leo language, Aleo Studio, package manager and snarkOS.BreakdownPrivacyZKL1/L2

2022 2

31 Dec 2022Messari 2023 thesis on private L1s: Zcash, ETH hybrid and AleoQuotes the Messari 2023 thesis that Ethereum may not solve base layer end-to-end privacy for years, leaving room for a pure-play private L1 like Zcash or a ZEC-ETH hybrid, and points to Aleo as a candidate.Market takePrivacyL1/L2

27 Dec 2022ZK and modular stack watchlist: zkEVMs, zkVM, Aleo and EspressoSelection of projects under review: zkEVMs (Scroll, zkSync, StarkWare, Polygon Hermez, Kakarot), RISC Zero zkVM, Specular EVM-native optimistic rollup, Aleo private L1 and Espresso decentralized sequencers. States a modular bull stance.MapZKL1/L2Privacy

Often covered with

Manta Network45 Aztec28 Zcash33 RISC Zero53 Scroll26 zkSync41 Dusk8 Railgun7

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