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Anoma

33 pieces · Nov 2023 to Oct 2026 · 5 flagship

Sectors

L1/L214 DeFi14 Privacy12 Market structure10 ZK9 AI6

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Coverage per year

32023

2024

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22026

Price and coverage

Anoma $XAN

Calls: None yet
Since listing: −96%
vs BTC: −95%
Now: $0.00879

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 Anoma

Map11 Oct 2026Privacy ecosystem map v1: private money to confidential computePrivacy asset map with mcap/FDV, 7d and 30d moves and ATH distance. Notes STRK up 99% in 7d on the quantum trade and Arcium's ARX trading 370x below ZEC and 19x below VVV on mcap.Explainer14 Nov 2023Intents explained: declarative constraints, solvers and mempool designsExplains intents versus transactions (declarative outcome vs imperative path), solver roles, MEV implications and three intent propagation designs: permissionless, permissioned and hybrid mempools, with use cases.Map16 Oct 2026Privacy ecosystem map v2: private money, payments and programmable chainsPrivacy token map with mcap/FDV, 7d and 30d moves and distance from ATH across private money, payments and programmable chains. Notes 4.96M ZEC shielded (29.2% of supply, an ATH), Monero's FCMP++ stressnet and STRK up 193% in 30 days.

Timeline · every piece, newest first

2026 2

16 Oct 2026Privacy ecosystem map v2: private money, payments and programmable chainsPrivacy token map with mcap/FDV, 7d and 30d moves and distance from ATH across private money, payments and programmable chains. Notes 4.96M ZEC shielded (29.2% of supply, an ATH), Monero's FCMP++ stressnet and STRK up 193% in 30 days.MapPrivacyZKL1/L2

11 Oct 2026Privacy ecosystem map v1: private money to confidential computePrivacy asset map with mcap/FDV, 7d and 30d moves and ATH distance. Notes STRK up 99% in 7d on the quantum trade and Arcium's ARX trading 370x below ZEC and 19x below VVV on mcap.MapPrivacyZKL1/L2

2025 28

07 Aug 2025The Orda thesis: intent-based FX settlement for $250B of stablecoinsArgues roughly $250B of stablecoins is cut off from the $7.5T/day FX market because AMMs fit one-way flows poorly, liquidity is fragmented and there is no programmatic bank-rail last mile. Proposes an intent-centric solver layer, which Orda builds on Anoma.ThesisStablecoinsDeFi

05 Aug 2025Boundless proving market and OP Kailua tractionNotes over 2,000 provers live on Boundless, a decentralized proving market with metered rewards integrated across 30+ protocols. Explains OP Kailua as a plug-and-play way for OP Stack rollups to adopt ZK settlement.ExplainerZKL1/L2

04 Aug 2025How Anoma solvers work: intent pool, bundles and competitionWalks through Anoma's intent pool: users publish intents, autonomous solvers match and bundle them into atomic transactions, and the fastest, most efficient bundle wins the fee. Rules are enforced cryptographically, so solvers need no trust.ExplainerDeFiMarket structure

04 Aug 2025Boundless integrations map: 20+ chains and protocols using the proving marketLists Boundless integrations across L2s, rollup-as-a-service providers, interop and Bitcoin projects including MegaETH, Anoma, Citrea, Union, Wormhole, Taiko, Linea and Base. Presents it as evidence of real traction for the proving market.MapZKL1/L2

03 Aug 2025How the pre-TGE DeAI and ZK stack fits together: Cysic, Boundless, Anoma, AlloraSketches how several pre-TGE projects compose: Cysic supplies ZK hardware to Boundless' proving market, which supports Anoma intents used by agents running on Allora predictions trained on OpenLedger data, possibly on Bless compute.ThesisAIZK

03 Aug 2025Weekly pre-TGE mindshare ranking: Union, Anoma, Theoriq, Cysic, OpenSeaReviews Kaito mindshare leaders: Union tops the 1D, 7D and 40D gain rankings, Anoma stays in the top 3, with Theoriq and Cysic spiking and OpenSea third. Flags INFINIT and Mira as next-week catalysts.DataMarket structureOther

01 Aug 2025Anoma ecosystem overview: the 23 Intent Initiates cohortMaps the 23 teams in Anoma's Intent Initiates cohort, from private CLOBs and solver networks to AI intent hubs and payment orchestration. Notes 100+ teams joined the builders program for devnet.MapDeFiPrivacyTooling

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure

26 Jul 2025The agentic stack map: data, verification, compute and cross-chain layersMaps ten layers of the next agentic wave, from attributable data and predictive feeds to verified inference, ZK-proven inference, shared compute, cross-chain infra, swarm coordination, IP chains, VLA operators and private compute.MapAIPrivacyTooling

25 Jul 2025Anoma bull case: intent-centric infra, ecosystem and testnet tractionBull case for Anoma: intent-centric infra addressing liquidity fragmentation, dozens of builders, strong community via a gamified testnet, Boundless ZK proving partnership and a Kaito campaign. TGE FDV could reach $1B+.ThesisDeFiL1/L2

24 Jul 2025Kaito leaderboards: yapper counts and smart followers by projectRanks Kaito leaderboards by active yappers and by average smart followers. Anoma leads on yapper count, MegaETH on smart followers, both of which determine how hard it is to climb a leaderboard.DataMarket structure

24 Jul 2025Kaito pre-TGE arena: 24h attention leaders Theoriq, Anoma, UnionIdentifies the 24h attention leaders in Kaito's pre-TGE arena and what drove each: Theoriq's sale terms, Anoma's testnet hype and Union's 1% Kaito allocation announcement.DataMarket structure

21 Jul 2025Anoma intent-centric infra: private CLOBs, cross-chain DEXes and agentsLists use cases enabled by Anoma's intent-centric architecture, including private CLOBs, cross-chain DEXes and lending, chain-abstracted AI agents and generic match-making. Frames it as crucial infra plumbing and one of the bigger launches this cycle.BreakdownDeFiPrivacy

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

11 Jul 2025What makes Anoma different: intent layer composability and infra abstractionOutlines six differentiators for Anoma: user-centric infra abstraction, deploy once and connect to any chain, intent-layer composability, expressive apps, scale-free design and programmable data sovereignty.BreakdownOtherPrivacy

09 Jul 2025SWIFT parallels for DeFi messaging and Anoma's intent-based positioningDraws on SWIFT's network effects (30M+ daily messages across 11k banks) to argue neutral composable infra wins DeFi interop. Anoma's intents, solver networks and fractal scaling could become invisible plumbing if it captures early liquidity and solver mindshare.ThesisDeFiOther

07 Jul 2025Modular infra teams worth backing: Union, Boundless, Fluent, Caldera, AnomaAfter criticizing extractive modular launches, names teams the author thinks will last because of top tier tech and genuine care for communities: Union, Boundless, Fluent, Caldera, Anoma, Succinct, with MegaETH added.Market takeL1/L2ZK

04 Jul 2025Pre-TGE infra protocols with Kaito leaderboards: ZK, compute, AI and rollupsA list of nine pre-TGE infra protocols with Kaito leaderboards, each with a one-line role, spanning ZK proving, ML networks, interop, compute, real-time EVM, intents, AI training and RaaS.MapZKAIL1/L2

01 Jul 2025Anoma ecosystem map: 20+ teams building on intent-centric infrastructureProfiles the teams building on Anoma's devnet, from confidential DEXs and intent solvers to cross-chain execution engines, matchmaking frameworks and AI resource coordination. Highlights privacy-preserving multichain CLOBs as the standout use case.MapDeFiPrivacyAI

30 Jun 2025Anoma and privacy-preserving multichain orderbooks in the CLOB warsExplains how Anoma's resource model, three-layer privacy architecture and intent-centric matching enable private, atomic cross-chain CLOBs without bridges. Notes the devnet is missing shielded execution, solver incentives and cross-chain coordinators.ExplainerPrivacyDeFiPerps

26 Jun 2025Infra season: major projects nearing mainnet and TGE to watchLists nine infrastructure projects approaching mainnet or TGE with one-line descriptions: intents, ZK proving marketplaces, AI data chains, shared compute, predictive intelligence, real-time EVM and rollup-as-a-service.MapL1/L2ZKAI

26 Jun 2025Counter-takes on infra winners and losers: ZK, RaaS, intents, restakingPartly agrees that Hyperliquid reset standards but pushes back project by project on a list of supposedly dead infra: Zama, RISC Zero, Caldera and Anoma. Agrees shared sequencing and EigenLayer copycats are in tough spots, and adds Fluent, Sovereign Labs and zkML as alive.Market takeZKL1/L2Market structure

26 Jun 2025Anoma valuation context: $243M Series A FDV and a reported $1B roundCorrects a low $100M FDV scenario as unrealistic: Anoma previously raised at $243M FDV and reportedly sought $40M at $1B in 2024. Notes large final rounds are often announced just before TGE.DataL1/L2DeFi

25 Jun 2025Namada's free market launch: why a fully liquid day-one token was deliberateArgues Namada's fully liquid launch was a deliberate design to make non-believers sell at the lowest price and let the community accumulate cheaply. States the author holds the airdrop and bought more after TGE, calling the bottom in.ThesisPrivacyL1/L2

25 Jun 2025Anoma fact sheet: $57.8M raised, investors and foundersCollects Anoma funding facts: $57.8M across three rounds from 40 investors, Polychain and CMCC as leads, Electric Capital in all three rounds, and the last round in May 2023.DataL1/L2DeFi

25 Jun 2025Anoma explained: intent-centric OS and the Kaito yapper allocationExplains Anoma as a distributed OS where users submit intents and solvers compose them into balanced cross-chain transactions on a generalized UTXO resource model, with no bridges. Also covers the 1% supply Kaito leaderboard allocation.ExplainerDeFiL1/L2

24 Jun 2025Namada: the multi-asset shielded pool and its valuation gap to ZEC and XMRExplains Namada's MASP built on Zcash's Sapling circuit, unified anonymity set, conversion circuit, IBC support and viewing keys, with a how-to for shielding. Argues NAM at about 3% of ZEC and under 0.5% of XMR valuation is mispriced.ThesisPrivacyL1/L2

09 Jun 2025Why onchain financial privacy needs a multichain layer: Namada's MASPArgues privacy is a fragmented-UX problem across transparent chains and explains how Namada's MASP, unified anonymity set, shielded actions over IBC and viewing keys address it. Notes privacy guarantees scale with shielded set size.ExplainerPrivacyDeFi

2023 3

17 Nov 2023The NAM economy: token utility, inflation streams and governanceExplains NAM utility (validators, shielded pool incentives, governance, public goods funding), its three inflation uses, genesis commitment of at least 20% to retroactive PGF, and the proposed Namada and Zcash alliance with a NAM airdrop to ZEC holders.BreakdownPrivacyMarket structure

16 Nov 2023Intent-centric landscape map: infrastructure, solvers, apps and walletsLandscape of intent-centric projects compared across expression, solver candidates, solving process, selection and settlement, from CoW Swap and UniswapX to Essential, SUAVE and Anoma, grouped into infrastructure, supporting facilities, enterprise and consumer apps.MapDeFiToolingMarket structure

14 Nov 2023Intents explained: declarative constraints, solvers and mempool designsExplains intents versus transactions (declarative outcome vs imperative path), solver roles, MEV implications and three intent propagation designs: permissionless, permissioned and hybrid mempools, with use cases.ExplainerDeFiMarket structureEthereum

Often covered with

Boundless42 Union36 MegaETH46 Allora38 Kaito46 Zcash33 Cysic16 OpenLedger34

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