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Monero

8 pieces · Dec 2022 to Oct 2026 · 3 flagship

Sectors

Privacy8 L1/L24 ZK3 DeFi1

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Coverage per year

12022

22023

2024

32025

22026

Price and coverage

Monero $XMR

Calls: None yet
Since first piece: +320%
vs BTC: −13%
Now: $614.83

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 Monero

Breakdown21 Apr 2023Manta Network deep dive: ZK privacy L1, Plonkup, MantaPay and tokenomicsResearch thread on Manta: why Zcash and Monero's mono-asset design is limiting, Manta's Polkadot parachain architecture, Plonkup proof system, MantaPay, zkNFTs, smart contracts, wallet, tokenomics, governance and team.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

2025 3

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

19 Jun 2025NAM listing: Namada as Zcash on steroids at a fraction of ZEC valuationFrames Namada as a way to bring privacy to any chain and asset, valued at only 7% of ZEC and under 1% of XMR at listing.Market takePrivacy

25 May 2025Monero resilience: pushing for ATH despite bans and delistingsNotes Monero is banned in several countries, delisted from major exchanges and targeted by European proposals, yet XMR pushes for ATH and the chain processes 25-30k transactions a day.Market takePrivacy

2023 2

11 Jul 2023HoudiniSwap: private cross-chain swaps routed through MoneroExplains HoudiniSwap's Conduit System, which routes swaps through non-KYC exchanges using Monero as a tunnel without ever holding user funds, unlike mixers. Argues non-custody aligns it with regulation.BreakdownPrivacyDeFi

21 Apr 2023Manta Network deep dive: ZK privacy L1, Plonkup, MantaPay and tokenomicsResearch thread on Manta: why Zcash and Monero's mono-asset design is limiting, Manta's Polkadot parachain architecture, Plonkup proof system, MantaPay, zkNFTs, smart contracts, wallet, tokenomics, governance and team.BreakdownPrivacyZKL1/L2

2022 1

27 Dec 2022Ring signatures explained and how Monero uses themExplains ring signatures: a group signs anonymously with personal keys, anyone can verify membership in the ring but not the signer. Needs no central group manager unlike group signatures, and is used by Monero.ExplainerPrivacy

Often covered with

Zcash33 Anoma33 Railgun7 Horizen6 Aztec28 Namada16 Citrea15 Starknet39

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