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$ZEC

23 pieces · Jan 2022 to Oct 2026 · 9 flagship

Sectors

Privacy20 ZK10 L1/L27 Market structure3 AI3 Quantum2

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Coverage per year

32022

82023

2024

32025

92026

Price and coverage

Zcash $ZEC

Calls: None yet
Since first piece: +930%
vs BTC: +413%
Now: $1,232

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, 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 $ZEC

Explainer06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.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.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.

Timeline · every piece, newest first

2026 9

23 Oct 2026CYPH vs ZEC: 0.78x NAV on paper, 1.68x once the $0.001 warrants countTrackers show the Winklevoss-backed ZEC treasury CYPH at 0.78x NAV, but counting ~124M shares from $0.001 warrants puts it at 1.68x, so 1,000 CYPH equals 1.43 ZEC, not 3.08. It now trades as a miner with a treasury attached; watch ZEC per share into NU7.ThesisPrivacyMarket structure

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

12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.MapQuantumBitcoinEthereum

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

10 Oct 2026Bunker mode explained: AI, ECDSA risk and 6.26M exposed BTCJustin Drake warned ECDSA could break within months through AI-driven math; 6.26M BTC (31.2% of supply) sits in addresses with exposed keys. Cryptographers pushed back; Vitalik noted lattice schemes share the structured-math risk, favoring hash-based signatures.ExplainerQuantumBitcoinEthereum

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

17 Sep 2026Arcium: live MPC network with C-SPL and Blackthorn as ARX repricing catalystsArcium's MPC network is live while C-SPL (private money) and Blackthorn (private AI) are pending. ARX sits 610x below ZEC and 32x below VVV by his count, a gap he expects to narrow.ThesisPrivacyAI

15 Sep 2026Why he added ARX: C-SPL and Blackthorn as catalystsArcium's MPC network has run since Feb with 2.5M+ computations; C-SPL and Blackthorn would tie it to private money and private AI. ARX at $33M mcap is 33x below Venice with no unlocks until June 2027; risks are C-SPL delays and fees paid in SOL.ThesisPrivacyAISolana

16 Jan 20262025 crypto recap: what worked and what failedShort recap of 2025 teasing A1's report: memecoin mania died, RWAs and stablecoins surged, ETFs and DATs brought institutions, while 10/10 liquidations and TGEs-as-exits hurt.Market takeMarket structureRegulation

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

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

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

24 Apr 2023Top 5 privacy projects: Manta, Aztec, Secret, Aleo and ZcashPersonal top-five privacy list with a one-line positioning for each: Manta as a programmable privacy L1 on Substrate, Aztec as a private zk-rollup, Secret as a TEE-based Cosmos L1, Aleo as a Zcash and Ethereum hybrid, and Zcash as the zkSNARK pioneer.OtherPrivacyZK

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

13 Jan 2023Privacy project map: ZK-based chains vs TEE-based networksGroups privacy projects by technique: ZK-powered ones (Aleo, Manta, Mina, Aztec, Dusk, Zcash, Railgun) versus TEE-based ones (Secret Network, Oasis Cipher ParaTime), linking prior deep dives for each.MapPrivacyZK

10 Jan 2023Aleo deep dive: a private and programmable zk L1, ZEC and ETH hybridMega-thread on Aleo as a natively private and programmable L1. Covers ZEXE offline execution with on-chain proofs, the zkCloud, a private DEX example, the Leo language, Aleo Studio, package manager and snarkOS.BreakdownPrivacyZKL1/L2

07 Jan 2023Trusted setups are fading: Halo on Zcash and Kimchi on MinaCorrects an earlier thread: Zcash's Halo proof system removes the trusted setup and supports recursion. Mina's Kimchi, a PLONK variant with bulletproof-style commitments, is also trustless and enables the fixed 22KB chain.ExplainerZKPrivacy

06 Jan 2023SNARKs vs STARKs: Zcash, Mina, Dusk, Manta, Starknet and zkSyncLong explainer on SNARKs and STARKs: Zcash pioneered SNARKs, Mina uses them for a 22kb chain, Dusk and Manta apply them for privacy, zkSync for scaling. STARKs, used by Starknet, avoid trusted setup but carry compute overhead.ExplainerZKPrivacyL1/L2

2022 3

31 Dec 2022Messari 2023 thesis on private L1s: Zcash, ETH hybrid and AleoQuotes the Messari 2023 thesis that Ethereum may not solve base layer end-to-end privacy for years, leaving room for a pure-play private L1 like Zcash or a ZEC-ETH hybrid, and points to Aleo as a candidate.Market takePrivacyL1/L2

26 Jan 2022Zero-knowledge proofs explained: SNARKs, STARKs and Manta's private DeFiCovers ZK proof properties, SNARK versus STARK trade-offs (trusted setup, post-quantum risk, scalability), then Manta's DAP and DAX private payments and AMM, and closes with a map of ZK rollups on Ethereum.ExplainerZKPrivacy

21 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.ThesisPrivacyZK

Often covered with

Zcash33 Aztec28 Manta Network45 Monero8 Anoma33 Namada16 Arcium26 Aleo14

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