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Namada

16 pieces · Nov 2023 to Aug 2025 · 3 flagship

Sectors

Privacy14 L1/L25 DeFi4 ZK3 AI1 Other1

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Coverage per year

82023

2024

82025

Start here · the strongest pieces on Namada

Breakdown27 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.Map18 Jun 2025The Ultimate ZK Infrastructure Landscape: 64 projects across 8 verticalsMaps 64 ZK projects across zkVMs, universal proving, verification and aggregation, zkEVMs, app-specific rollups, hardware acceleration, ZK privacy and zkTLS.Breakdown02 Nov 2023Namada introduction: asset-agnostic shielded pool, Cubic PoS and the NAM roadmapIntroduces Namada, a Cosmos SDK L1 with a single multi-asset shielded pool derived from Zcash's Sapling circuit. Covers the vision, Cubic PoS slashing, MASP privacy mechanics, interoperability and governance.

Timeline · every piece, newest first

2025 8

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.BreakdownPrivacyAIDeFi

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

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

18 Jun 2025The Ultimate ZK Infrastructure Landscape: 64 projects across 8 verticalsMaps 64 ZK projects across zkVMs, universal proving, verification and aggregation, zkEVMs, app-specific rollups, hardware acceleration, ZK privacy and zkTLS.MapZKL1/L2Privacy

13 Jun 2025Namada mainnet phase 5: shielded pool, MASP and selective disclosureLists why Namada matters as NAM becomes transferable: a single shielded pool for all assets, a unified anonymity set, MASP based on Zcash's Sapling circuit, a conversion circuit, IBC DeFi and viewing keys for compliance.ExplainerPrivacy

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 8

08 Dec 2023Optimism RetroPGF3: how it compares to Arbitrum STIP and what it means for OPArgues RPGF3 is similar to STIP as treasury funding (30M OP, over $60M vs about $70M for STIP) but retroactive and broader, so less mercenary farming and a smaller OP-season effect. Expects retroactive DAO funding to be a 2024 narrative.Market takeL1/L2Other

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

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.ThesisPrivacy

13 Nov 2023Namada tech ELI5: MASP and Convert Circuit mechanicsTechnical explainer of Namada's Multi Asset Shielded Pool, derived from Zcash Sapling, covering shielding, shielded transfers and unshielding, and the Convert Circuit, which pays a shielded-set subsidy through epoch-based conversions.ExplainerPrivacyZK

09 Nov 2023Namada shielded actions: private DeFi across connected chainsExplains shielded actions, where users sign a sequence on Namada that triggers a transfer over IBC, a transparent trade on Osmosis and a return to the shielded set, breaking correlation between source and result.ExplainerPrivacyDeFi

08 Nov 2023Seeding privacy with Namada: private gas seeding and cross-chain asset useShows Namada use cases: seeding fresh addresses with ETH for gas, moving assets into Aleo or ATOM privately, and acting as a bridge between transparent chains and Penumbra, while breaking linkability.ExplainerPrivacy

07 Nov 2023Namada's unified shielded set: why one privacy pool for all assetsExplains Namada's single asset-agnostic shielded pool for fungible and non-fungible tokens, which enlarges the anonymity set and removes per-platform fragmentation, with low-volume assets benefiting most.ExplainerPrivacy

02 Nov 2023Namada introduction: asset-agnostic shielded pool, Cubic PoS and the NAM roadmapIntroduces Namada, a Cosmos SDK L1 with a single multi-asset shielded pool derived from Zcash's Sapling circuit. Covers the vision, Cubic PoS slashing, MASP privacy mechanics, interoperability and governance.BreakdownPrivacyZK

Often covered with

Zcash33 Anoma33 Aztec28 Aleo14 Monero8 Osmosis6 Zama17 Arcium26

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