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$NAM

9 pieces · Nov 2023 to Jun 2025 · 1 flagship

Sectors

Privacy9 L1/L22 ZK2 DeFi1 Market structure1

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Coverage per year

42023

2024

52025

Start here · the strongest pieces on $NAM

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.Thesis24 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.Breakdown17 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.

Timeline · every piece, newest first

2025 5

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

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

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 4

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

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

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

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Namada16 Zcash33 Anoma33 Monero8 Cosmos20

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