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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.Thesis21 Oct 2026Arcium Blackthorn vs Venice: private AI inference without the Intel TDX chipVenice's encrypted mode relies on Intel TDX, which TEE.fail and DDRop attacks undermined; Arcium's Blackthorn removes the CPU TEE and splits session keys across MPC nodes. ARX trades at $49M mcap vs VVV at $1.3B, a gap he bets will close.Map27 Dec 2022Privacy and zk thread archive: Secret, Manta, Dusk and zkEVMsIndex of earlier privacy research: the privacy bull case, TEE infrastructure on Secret, Manta zk-tech with SNARKs, zk-enabled RegFi on Dusk, and the rise of the zkEVM.
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