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Mina

6 pieces · Jan 2022 to Jul 2023 · 2 flagship

Sectors

Privacy6 ZK5 L1/L22 DeFi1

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Coverage per year

12022

52023

Price and coverage

Mina Protocol $MINA

Calls: 1 bullish
Since first call, bullish: −98%
vs BTC: −99%
Now: $0.0728

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 Mina

Explainer06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.Thesis21 Jan 2022The bull case for privacy: ZK proofs, TEEs and the projects behind themMega thread arguing privacy will become central to crypto. Explains zkSNARKs and trusted execution environments, then maps projects to each approach: Zcash, Manta, Dusk and Mina on ZK, Phala and Secret on TEEs, and Haven for private assets.Explainer07 Jan 2023Trusted setups are fading: Halo on Zcash and Kimchi on MinaCorrects an earlier thread: Zcash's Halo proof system removes the trusted setup and supports recursion. Mina's Kimchi, a PLONK variant with bulletproof-style commitments, is also trustless and enables the fixed 22KB chain.

Timeline · every piece, newest first

2023 5

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

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

07 Jan 2023Trusted setups are fading: Halo on Zcash and Kimchi on MinaCorrects an earlier thread: Zcash's Halo proof system removes the trusted setup and supports recursion. Mina's Kimchi, a PLONK variant with bulletproof-style commitments, is also trustless and enables the fixed 22KB chain.ExplainerZKPrivacy

06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.ExplainerZKPrivacyL1/L2

2022 1

21 Jan 2022The bull case for privacy: ZK proofs, TEEs and the projects behind themMega thread arguing privacy will become central to crypto. Explains zkSNARKs and trusted execution environments, then maps projects to each approach: Zcash, Manta, Dusk and Mina on ZK, Phala and Secret on TEEs, and Haven for private assets.ThesisPrivacyZK

Often covered with

Manta Network45 Zcash33 Dusk8 Aleo14 Aztec28 Secret Network10 Scroll26 Railgun7

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