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$ZK

4 pieces · Jun 2024 to Oct 2026 · 2 flagship

Sectors

ZK3 L1/L22 Privacy1 Quantum1 Market structure1 Regulation1

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Coverage per year

32024

2025

12026

Price and coverage

ZKsync $ZK

Calls: None yet
Since listing: −94%
vs BTC: −95%
Now: $0.013

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 $ZK

Breakdown17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.Thesis14 Sep 2024Make ICOs Great Again: how VC-dominated token launches broke crypto marketsLong argument that VC-dominated cap tables, low float and high FDV launches and market maker dynamics shift value from communities to insiders. Calls for regulated ICO platforms with KYC and reputation systems, using zkSync as the example.Breakdown01 Jun 2024The ZK trademark saga: Matter Labs, zkSync and the community backlashTimeline of the dispute over Matter Labs' ZK trademark filings in nine countries, from the ZK ticker beef with Polyhedra to the ZK pledge and its backlash. Concludes Matter Labs must withdraw the applications to repair trust.

Timeline · every piece, newest first

2026 1

17 Oct 2026Ethereum's ZK L2s in the age of quantum, privacy and AIStarknet, zkSync and Aztec outperformed ETH since 1 Sep (STRK +173%, ZK +81%, AZTEC +50% vs ETH -1.4%) on quantum and privacy exposure. Compares proof, privacy and PQ plans; the best proof story has the weakest privacy story against harvest-now-decrypt-later.BreakdownZKPrivacyQuantum

2024 3

10 Oct 2024Scroll SCR launch: $1.54B pre-market FDV below $1.8B funding roundExplains why the SCR launch is received poorly: a pre-market FDV of $1.54B below the $1.8B funding round, an airdrop seen as unfair and weak recent L2 launches. Previews a joint A1 Research and Redacted report.Market takeL1/L2ZK

14 Sep 2024Make ICOs Great Again: how VC-dominated token launches broke crypto marketsLong argument that VC-dominated cap tables, low float and high FDV launches and market maker dynamics shift value from communities to insiders. Calls for regulated ICO platforms with KYC and reputation systems, using zkSync as the example.ThesisMarket structureRegulation

01 Jun 2024The ZK trademark saga: Matter Labs, zkSync and the community backlashTimeline of the dispute over Matter Labs' ZK trademark filings in nine countries, from the ZK ticker beef with Polyhedra to the ZK pledge and its backlash. Concludes Matter Labs must withdraw the applications to repair trust.BreakdownL1/L2ZK

Often covered with

zkSync41 Matter Labs5 Starknet39 Aztec28 Anthropic11 Scroll26 A1 Research39 Legion6

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