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$ZAMA

6 pieces · Jul 2025 to Sep 2026

Sectors

Privacy6 AI3 Perps1 Solana1 Robotics1 Ethereum1

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Coverage per year

32025

32026

Price and coverage

Zama $ZAMA

Calls: 1 bullish
Since first call, bullish: +113%
vs BTC: +106%
Now: $0.0753

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 6 piecesCalls onlyWeekly 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 $ZAMA

Map28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.Thesis23 Sep 2026Why ARX: MPC as the one privacy stack across money, compute and AIArgues Arcium's MPC covers what Zcash (no programs), Zama (FHE speed, 13-node committee) and Venice (TEE trust) each miss. ARX at $45M mcap sits 570x below ZEC and 32x below VVV, with C-SPL and Blackthorn not yet live.Thesis27 Jul 2025Why Zama: FHE confidentiality layer with fee burn and hardware roadmapZama is a cross-chain FHE confidentiality layer combining FHE, MPC and ZK, with Solidity-native FHE contracts and an off-chain coprocessor network. Bull case rests on a >$1B valuation, 70% FHE tooling share, fee burn and a hardware path to 10k+ TPS.

Timeline · every piece, newest first

2026 3

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps

23 Sep 2026Why ARX: MPC as the one privacy stack across money, compute and AIArgues Arcium's MPC covers what Zcash (no programs), Zama (FHE speed, 13-node committee) and Venice (TEE trust) each miss. ARX at $45M mcap sits 570x below ZEC and 32x below VVV, with C-SPL and Blackthorn not yet live.ThesisPrivacyAISolana

08 Sep 2026Five tokens to watch: ARX, ZAMA, NEAR, PEAQ and CODECShort list of five tokens with one-line theses: Arcium's MPC compute, Zama's FHE for institutions, NEAR's agent economy infra, peaq's machine economy base layer and Codec's robotics stack.MapPrivacyAIRobotics

2025 3

28 Jul 2025Zama funding and positioning: $139.3M raised, over $1B valuation pre-TGEZama raised $139.3M from Pantera, Hack VC and Multicoin and is valued above $1B before TGE. It is building a programmable FHE confidentiality layer for L1s and L2s covering private lending and dark pools.BreakdownPrivacy

27 Jul 2025Zama fee burn economics: $3.5M per TPS per yearZama burns 100% of fee revenue, tying deflation to usage. Under the initial fee model 1 TPS on a host chain yields $3.5M a year and 300 TPS yields $1B, with hardware acceleration as the scaling path.DataPrivacy

27 Jul 2025Why Zama: FHE confidentiality layer with fee burn and hardware roadmapZama is a cross-chain FHE confidentiality layer combining FHE, MPC and ZK, with Solidity-native FHE contracts and an off-chain coprocessor network. Bull case rests on a >$1B valuation, 70% FHE tooling share, fee burn and a hardware path to 10k+ TPS.ThesisPrivacyEthereum

Often covered with

Zama17 Arcium26 Venice5 NEAR Protocol73 Aztec28 Bittensor34 Hyperliquid114 Zcash33

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