ZAMA

Privacy sector explosion: In-depth review of related bullish tokens 🔥

Simultaneously holding huge spot and short positions of $ZEC, the "10.11 insider whale" Garrett Jin @GarrettBullish has cut off floating losses of $30 million in $ZEC shorts! Is this a strong bullish signal for the future of $ZEC? 🤯

Indeed, $ZEC has surged nearly 100 times from the bottom, with ATH approaching $1600, making it a star token in this round of rallies, while also driving Fomo in the market for the privacy sector. Vitalik @VitalikButerin also said in a recent interview: "I will not give up privacy."

So, we have sorted out the capital rotation path of the privacy sector and the relevant beneficiary tokens! 👇

🚀 I. Four-step quick overview of core capital rotation in the privacy sector

1⃣ First buy tradable privacy assets ($ZEC)
2⃣ Then buy routers that make privacy a default experience ($NEAR)
3⃣ Then buy infrastructure for encrypted computing on public chains ($ZAMA)
4⃣ Finally, it's the turn of application plugins and old coins Beta ($RAIL / $ZEN / $DASH)

💡 II. Sharp comments on bullish tokens from "夯" to "拉"

👑 [Heng] $ZEC & $NEAR —— Pricing core and traffic entry point

$ZEC (Zcash) | The first choice for large capital in this round, the king of compliant privacy coins
Core data: Current price $1,508.87 | 7d +42.20% | Fully diluted valuation (FDV) ~$25.55 billion
💡 Core highlights:
👉 Compliant audit compatibility: Supports View Key, meets regulatory anti-money laundering requirements, and has a Grayscale trust channel, which is the only compliant channel for large capital to configure the privacy narrative.
👉 Clear chip structure: Circulation rate is close to 100%, without large-scale VC unlock selling pressure, and secondary market buying resistance is small.
👉 Strong capital bearing capacity: Market cap and liquidity rank high in the privacy sector, capable of effectively receiving hundreds of millions of funds in and out.

$NEAR (NEAR Protocol) | Chain abstraction router compatible with ZEC
Core data: Current price $4.19 | 7d +81.20% | Fully diluted valuation (FDV) ~$5.47 billion
💡 Core highlights:
👉 Seamless privacy experience: Through chain abstraction and multi-chain signatures, de-sensitized interactions are embedded as underlying routes. Users do not need to switch to dedicated wallets when operating on Ethereum or Solana, directly intercepting cross-chain interaction traffic.
👉 Both fundamentals and liquidity: As public chain infrastructure, it enjoys the support of AI, chain abstraction, and privacy narratives simultaneously, absorbing large amounts of capital, with a 7-day increase of 81.20%.
👉 "Futures airdrop" gameplay ignites the market (NEAR@3.33): NEAR's NEAR@3.33 (mailto:NEAR@3.33) first pushed the airdrop TVL to $70 million, triggering the first snapshot; the qualification is to keep NEAR privacy accounts over $100 and have made at least one privacy swap. Tokens are locked until NEAR three-day VWAP stands above $3.33 to be redeemed into circulating NEAR. Currently, NEAR price has far exceeded 3.3.

🥈 [Superior] $ZAMA / $RAIL —— Hardcore infrastructure and pure-blood plugins, high elasticity targets

$ZAMA (Zama) | Public chain fully homomorphic encryption (FHE) computing infrastructure
Core data: Current price $0.0862 | 7d +83.20% | Circulating market cap ~$213 million | Fully diluted valuation (FDV) ~$973 million
💡 Core highlights:
👉 Ciphertext computing generational upgrade: Leading the development of fhEVM, breaking through the limitation of ZK only being able to "verify", solving the pain points of MEV resistance and confidential DeFi.
👉 First-mover advantage in the track: Top project in the FHE track, high technical barriers, broad narrative space.
👉 High elasticity and odds: Circulating disk is about 21.8%, small market cap, high elasticity in the main rising wave (7d +83.20%); however, note the rhythm of later token unlocks.

$RAIL (Railgun) | EVM native smart contract privacy plugin
Core data: Current price $3.04 | 7d +52.20% | Fully diluted valuation (FDV) ~$182 million
💡 Core highlights:
👉 EVM native no cross-chain: Directly deployed as contracts on Ethereum mainnet and major L2s, users can complete zero-knowledge private transfers without bearing cross-chain bridge risks. Vitalik has publicly used and recommended it multiple times.
👉 100% fully circulated without selling pressure: Market cap is only around 182 million, light chip structure, is an excellent application layer Beta during capital overflow stage.

⚖️ [NPC] $XMR —— Top anonymity, but severely limited liquidity

$XMR (Monero) | Fundamentalist anonymous currency, trapped by compliance reviews
Core data: Current price $571.95 | 7d +9.20% | Fully diluted valuation (FDV) ~$10.75 billion
💡 Core pain points and current situation:
👉 Extremely strong anonymity mechanism but cannot comply: Default mandatory anonymity and hidden addresses across the network, top anti-censorship capabilities; but due to non-compliance with FATF travel rule, delisted by most mainstream CEXes globally.
👉 Severe liquidity discount: Entry and exit blocked by DEX and OTC over-the-counter markets, institutional funds cannot enter on a large scale, resulting in only a 9.20% increase in 7 days against the backdrop of a sector-wide rally, lacking price elasticity in the secondary market.

🪨 [Done pulling] $ZEN /$DASH —— Old coins whose mechanisms have been de-sensitized and technology has become outdated

$ZEN (Horizen) | Old coin catch-up after stripping privacy pools
Core data: Current price $7.70 | 7d +23.90% | Circulating market cap ~$141 million | Fully diluted valuation (FDV) ~$162 million
💡 Core pain points and current situation:
👉 Native privacy functions removed: To avoid the risk of exchange delisting, the official has actively abandoned Shielded Pools, essentially transforming into a general modular EVM chain, lacking native privacy competitiveness.
👉 Purely driven by emotion: Circulation rate reaches 87.3%, recent increases mainly driven by low market cap rebound and sector memory, lacking independent fundamental support.

$DASH (Dash) | Payment token with outdated architecture
Core data: Current price $56.60 | 7d +6.00% | Circulating market cap ~$726 million | Fully diluted valuation (FDV) ~$726 million
💡 Core pain points and current situation:
👉 Outdated mixing mechanism: Still adopts CoinJoin scheme based on master nodes, lacking cryptographic technical advantages compared to modern ZK and FHE, easily tracked by on-chain analysis, and facing CEX censorship pressure.
👉 Bottom of capital attention: Only increased slightly by 6.00% in 7 days, severely lagging behind in the sector-wide explosion, low capital recognition, typical marginalized old coin.

🗞 顶级 #CryptoGainers & 跌幅榜：周二，8月25日（24小时）

📈 最大涨幅榜

Union $U +61.74%
Dog (Bitcoin) $DOG +19.35%
Cysic $CYS +16.30%

📉 最大跌幅榜

Zama $ZAMA -11.24%
Ribbita by Virtuals $TIBBIR -10.77%
Official Trump $TRUMP -9.63%

🗞 顶级 #CryptoGainers 和跌幅榜：周四，7月30日（24小时）

📈 最大涨幅

Union $U +141.74%
SanDisk Tokenized bStocks $SNDKB +20.55%
Akash Network $AKT +10.37%

📉 最大跌幅

KAITO $KAITO -12.04%
MemeCore $M -11.84%
Zama $ZAMA -10.72%

探索欧洲X-Perps上新上市的热潮。加密货币：$KAITO $JTO $BONK $WLFI $ZAMA 传统金融：$HOOD $QCOM $COIN $PLTR

24小时涨幅前五名在#KuCoin上（2026年7月24日）

1. $ALKIMI - $0.001456 (+37.26%)
2. $AKE - $0.002346 (+32.48%)
3. $ELA - $0.3273 (+31.08%)
4. $ZAMA - $0.0559 (+29.39%)
5. $GF - $0.004341 (+24.99%)

#Ku24hour

🗞 顶级 #CryptoGainers 和 Losers：周四，7月23日（24小时）

📈 最大涨幅

$RIF +77.90%
Lorenzo Protocol $BANK +35.36%
Zama $ZAMA +29.87%

📉 最大跌幅

DeXe $DEXE -45.48%
BUILDon $B -27.49%
Tesla Tokenized Stock $TSLAX -13.74%

新 X 空投刚刚登陆欧洲经济区：$ZAMA

→ 持有 OKX 上的合格资产
→ 选择参与并交易
→ 赚取奖励

加入新货币 App。

刚刚：Multicoin合伙人Tushar Jain表示，$HYPE的解质押并非为了出售。隐私问题很重要，因为资金不断被追踪，迫使钱包轮换以及做多$ZAMA和$ZEC。

🚨MULTICOIN的TUSHAR JAIN：我们解押了大量HYPE头寸，不是为了卖出，而是因为隐私至关重要！

Tushar Jain透露，Multicoin昨天解押了大量$HYPE，强调并非为了出售。

原因：链上追踪迫使不断轮换钱包。机构需要隐私才能在资本市场转向链上时高效运作。

他强调了做多$ZAMA（私有DeFi）和$ZEC（私有价值存储）。

🧑‍💻 以下是以太坊生态系统中与开发活动相关的顶级加密货币，按开发活动排名。方向指标代表每个项目自上月以来的排名变化：

➡️ 1) @metamask $mUSD 🥇
📈 2) @chainlink $LINK 🥈
📉 3) @ethereum $ETH 🥉
📈 4) @zama $ZAMA
📈 5) @ethstatus $SNT
📈 6) @decentraland $MANA
📉 7) @starknet $STRK
📉 8) @aztecnetwork
📉 9) @tether $USDT
📈 10) @worldcoin $WLD

📖 阅读关于@SantimentData从项目仓库中筛选显著GitHub活动数据的方法，以及为什么它对加密货币交易如此有用：

🔖 在此处收藏我们基于ETH的项目观察列表，查看加密货币中其他人看不到的内容。

亚马尔 vs 姆巴佩。第二轮 🇫🇷🇪🇸

1.3M $ZAMA 比赛日奖金在 Outcomes 上，由 @zama 提供

领取您的每日500积分并试试看 →

🧑‍💻 以下是按开发活动排名的加密货币隐私币项目前十名。方向指示器表示每个项目自上次更新以来的排名变动：

➡️ 1) @chainlink $LINK 🥇
📈 2) @zama $ZAMA 🥈
📉 3) @aztecnetwork $AZTEC 🥉
➡️ 4) @dashpay $DASH
📈 5) @zcash $ZEC
➡️ 6) @hoprnet $HOPR
📉 7) @nym $NYM
➡️ 8) @duskfoundation $DUSK
➡️ 9) @monero $XMR
📈 10) @firoorg $FIRO

📖 了解 @SantimentData 用于过滤项目仓库中显著GitHub活动数据的方法，以及为何它对加密货币交易如此有用：

🧐 在此追踪我们的隐私项目观察列表，并分析哪些项目基于开发活动和其他关键指标脱颖而出：

✅ 行为分析，由Santiment提供。

我很高兴能够持有以下协议的仓位。

$NEAR - AI项目，持续建设并实现收入增长。
$TAO - 迷人的区块链，被严重低估（仅由于子网近期的问题）。
$EIGEN - 回调了所有涨幅（我本应在那里卖出），但预计从这里将明确突破进入上升趋势。
$W - 我的Solana策略，因为Solana已经表现优异，我预期还有更多上涨空间。
$ONDO - 最佳RWA项目之一，由于近期资金流入和底层TVL，应该会交易得更高。

我对$OP和$SEI的仓位不确定，因为它们表现严重不佳。

我将继续评估这些仓位，因为有许多协议开始强势复苏，可能适合：
- $JUP、$JTO、$ZAMA等。

如果你错过了：$ZAMA已在Flash Earn Lite上线。订阅并质押应用内，即可加入并分享625万ZAMA奖池。先到先得↓

🧑‍💻 以下是加密货币中按开发情况排名的前10大隐私币项目。方向指标代表自上次更新以来每个项目的排名定位：

➡️ 1) @chainlink $LINK 🥇
➡️ 2) @aztecnetwork $AZTEC 🥈
➡️ 3) @zama $ZAMA 🥉
➡️ 4) @dashpay $DASH
📈 5) @nym $NYM
📉 6) @hoprnet $HOPR
➡️ 7) @zcash $ZEC
➡️ 8) @duskfoundation $DUSK
➡️ 9) @monero $XMR
📈 10) @verge $XVG

📖 阅读@santimentdata关于从项目仓库中筛选重要github活动数据的方法，以及为何这对加密货币交易如此有用：

🧐 在此跟踪我们的隐私项目观察列表，并根据开发活动和其他重要指标分析哪些项目脱颖而出：