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Horizen

6 pieces · May 2024 to Oct 2026 · 3 flagship

Sectors

ZK6 Privacy3 L1/L23

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Coverage per year

42024

2025

22026

Price and coverage

Horizen $ZEN

Calls: None yet
Since listing: +51%
vs BTC: +17%
Now: $6.16

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, 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 Horizen

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.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

2024 4

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

25 May 2024zkVerify and the ZK proof verification market: $47M spent in 2023Argues proof verification will be a large market as ZK adoption grows, with Horizen's zkVerify an early mover. Cites Horizen estimates on current verification spend and expected proof volume.DataZK

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/L2

23 May 2024The ZK endgame: verifiable compute, field size and verification cost metricsOutlines Gevulot's vision that most global compute eventually ships with proof of execution, and the two metrics it proposes for tracking progress: proof field size and on-chain verification cost. Frames a modular ZK stack of proving, verification and messaging layers.ThesisZK

Often covered with

Aztec28 Zcash33 Railgun7 Gevulot6 Monero8 Anoma33 Citrea15 Starknet39

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