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Aztec

28 pieces · Jan 2022 to Oct 2026 · 9 flagship

Sectors

Privacy24 ZK19 L1/L27 Ethereum7 AI5 Quantum2

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Coverage per year

12022

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Start here · the strongest pieces on Aztec

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.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.Breakdown17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.

Timeline · every piece, newest first

2026 7

18 Oct 2026Rektober outlook: quantum, privacy, AI, robotics, DeFi, RWA and HyperliquidDespite a weak market, he sees renewed opportunity in PQ and privacy infra, AI and robotics exposure, maturing DeFi (perps, onchain options, propAMMs), RWAs and a widening Hyperliquid ecosystem. Links his recent write-ups on each theme.Market takePrivacyAIHyperliquid56 likes

17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.BreakdownZKPrivacyQuantum73 likes

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/L262 likes

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/L297 likes

10 Oct 2026Bunker mode explained: AI, ECDSA risk and 6.26M exposed BTCJustin Drake warned ECDSA could break within months through AI-driven math; 6.26M BTC (31.2% of supply) sits in addresses with exposed keys. Cryptographers pushed back; Vitalik noted lattice schemes share the structured-math risk, favoring hash-based signatures.ExplainerQuantumBitcoinEthereum41 likes

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps55 likes

01 Jan 2026Programmable privacy as a leading 2026 narrativeCalls 2025 the breakout year for privacy led by Zcash and expects programmable privacy to lead 2026, pointing to ZK (Aztec), MPC (Arcium), FHE (Zama) and TEE (Phala) as the stack to study.ThesisPrivacyZK31 likes

2025 7

02 Dec 2025Aztec token sale valuation: ~$295M FDV floor and community-first floatArgues the public Aztec sale prices below the private round, with a community-liquid float, no team or investor unlock for 12 months, and zkPassport compliance, filling the gap left by absent programmable privacy in crypto.ThesisPrivacyZKEthereum78 likes

13 Nov 2025Aztec explained: zk-zk rollup architecture and the CCA token saleBreaks down Aztec's privacy-native zk-zk rollup (PXE plus AVM, Protogalaxy folding, Goblin Plonk, client-side proving in Noir) and the Uniswap-co-built continuous clearing auction with a $350M FDV floor.BreakdownPrivacyZKEthereum58 likes

31 Oct 2025Aztec overview: privacy-first hybrid ZK rollup, not a zkEVMDescribes Aztec as an opinionated L2 with public and private state in one environment and zk-zk rollup architecture. Covers client-side privacy circuits, Protogalaxy and Goblin Plonk, and Noir.BreakdownPrivacyZKEthereum22 likes

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.BreakdownPrivacyAIDeFi52 likes

21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.MapZKPrivacyAI50 likes

09 Jul 2025ZK infrastructure heading to mainnet and TGE: proving, verification, interopLists nine ZK infra projects approaching mainnet and TGE across proving markets, proof verification layers, interop, zkEVM and privacy, and points to the author's 64-project ZK landscape.MapZK72 likes

01 May 2025Aztec public testnet: programmable privacy on EthereumPreviews Aztec's public testnet: a fully decentralized validity rollup with private smart contracts in Noir, combining public and private execution and state. 120 participants ran sequencers and provers on Sepolia for a month, producing 70k+ blocks.BreakdownPrivacyZKEthereum25 likes

2024 5

25 Oct 2024Privacy matters: PETs for AI and a map of encrypted compute protocolsArgues privacy-preserving technologies (MPC, ZK, FHE) are needed for AI on sensitive data and as AI agents dominate onchain activity. Lists encrypted-compute protocols for AI and separate private DeFi infrastructure.ThesisPrivacyAI29 likes

24 Oct 2024AltVM season: Fuel and Eclipse live, Movement, Fluent and Aztec nextMaps the altVM wave on Ethereum: Fuel (FuelVM) and Eclipse (SVM) live, with Movement (Move), Fluent (EVM, Wasm, SVM) and Aztec soon. Notes altVM momentum outside Ethereum from Aptos, Sui, Solana, Initia and TON.Market takeL1/L257 likes

13 Sep 2024Aztec ProverNet results: third-party ZK proving contestReports the results of Aztec's ProverNet, where third parties ZK proved Aztec blocks for the first time. Gevulot won the custom category and led generic at 419s average.DataPrivacyZK17 likes

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.MapZKPrivacy112 likes

23 May 2024Gevulot: the universal proving layer of the modular ZK stackDeep dive on Gevulot's prover and validator node design with custom prover sets, and its use cases: validity rollups, proof aggregation, zkVMs, ZK bridges, verifiable RPC, zkML, zkFHE and ZK coprocessors. Notes the devnet is live and a $6M seed led by Variant.BreakdownZKL1/L227 likes

2023 8

14 Nov 2023Namada's mission: financial privacy as a public good and unified anonymity setFrames financial privacy as a public good and traces shielded transfers from Zerocash and Zcash to multi-asset pools. Argues Namada's unified anonymity set improves privacy over per-asset pools, especially for low-volume assets.ThesisPrivacy19 likes

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/L2PrivacyDeFi18 likes

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.MapPrivacyZK23 likes

02 Jun 2023Privacy in zk-rollups: validity rollups versus truly private zk-zk rollupsArgues most zk-rollups use succinctness for scaling, not the zero-knowledge property, so they offer no privacy. Truly private rollups like Aztec encrypt inputs and outputs and prove correctness of each private transaction.ExplainerPrivacyZKL1/L25 likes

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.OtherPrivacyZK8 likes

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.MapPrivacyZK46 likes

13 Jan 2023Index: Book of Alpha, rollups, modular, privacy and zk threads (Jan 2023)Bookmarkable index of the author's research: cryptography and privacy primers, Web3 essays, research tools, Ethereum rollups, zkEVM, airdrop guides and the modular thesis series.MapEthereumL1/L2Privacy90 likes

11 Jan 2023Aztec deep dive: private ERC-20 transfers and Aztec Connect for private DeFiExplains Aztec as an app-specific ZK rollup using a UTXO note model and join-split proofs for shielded transfers, and Aztec Connect, which batches calls to L1 DeFi protocols via bridge contracts to deliver cheap privacy with L1 liquidity.BreakdownPrivacyZKEthereum33 likes

2022 1

26 Jan 2022Zero-knowledge proofs explained: SNARKs, STARKs and Manta's private DeFiCovers ZK proof properties, SNARK versus STARK trade-offs (trusted setup, post-quantum risk, scalability), then Manta's DAP and DAX private payments and AMM, and closes with a map of ZK rollups on Ethereum.ExplainerZKPrivacy26 likes

Often covered with

Zcash33 Arcium26 Railgun7 Aleo14 Starknet39 zkSync41 Zama17 Manta Network45

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