Arthur Hayes将价值总计22.28百万美元的加密资产（包括15.2百万美元的Ethereum (ETH)）转移至交易所和做市商机构。# 被转移的资产还包括 $ENA, $UNI, $ETHFI, $AERO, $PENDLE 和 $ZAMA。

Arthur Hayes 看跌后市，减仓价值 $2608 万的多种代币。看他推文的意思是先卖掉，等跌到位了再去抄底。

卖出包括：
8,000 $ETH ($1900 万)；
1400 万 $ENA ($276 万)；
32.3 万 $UNI ($224 万)；
189 万 $ETHFI ($123 万)；
54.7 万 $AERO ($40 万)；
12 万 $PENDLE ($24 万)；
300 万 $ZAMA ($21 万)。

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：

🗣️ 我们的社交媒体数据显示，这些是推动本周末市场和讨论的热门币种：

🪙 Stellar $XLM：DTCC宣布计划将其代币化证券平台与Stellar网络整合，引发了集中的社交活动和XLM的新一轮购买。

🪙 Zama $ZAMA：Overnight Finance民事诉讼中的法院命令冻结导致Circle将Zama在以太坊上使用的cUSDC合约（0xe978F2…）列入黑名单，冻结了协议持有的约1260万美元USDC。

🪙 Bold $BOLD：关于BOLD的去中心化和预言机/多重签名风险的辩论：讨论集中在BOLD（一种类似Liquity的稳定币）依赖于主要价格预言机和由多重签名控制的可升级代理合约，用户争论这种单点预言机/多重签名暴露是否使BOLD的主权性降低或容易受到妥协或监管行动的影响。

🪙 XRP $XRP：提及XRP是因为新宣布的‘GCSE全球货币兑换系统’的宣传帖子将XRP列为支持的主要数字资产之一。

🪙 Tether $USDT：美国执法和司法行动针对与受制裁的伊朗实体相关的加密货币，包括报道的大额USDT冻结和扣押（特别是报道的3.44亿美元USDT在Tron上的冻结和约1亿美元的其他加密货币），加上法院命令和DOJ/FBI努力获取私钥并将资产移交给美国监管，引发了讨论。

🪙 Gamestop $GME：讨论集中在GameStop股票（GME）的活动和社区反应，继Ryan Cohen尝试的eBay交易和持续的模因股票动态之后。

🧑‍💻 以下是基于开发活动与以太坊生态系统部分或完全关联的顶级加密货币。方向指标代表自上月以来每个项目的排名定位：

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

📖 阅读Santiment方法，了解如何从项目仓库中筛选显著的github活动数据，以及为什么这对加密货币交易如此有用：

🔖 在此处收藏我们的基于ETH的项目观察列表，看看加密领域的其他人看不到的内容：

🧑‍💻 以下是按开发情况排名的加密货币十大隐私币项目。方向指标代表自上次更新以来每个项目的排名定位：

➡️ 1) @chainlink ethereum:0x514910771af9ca656af840dff83e8264ecf986ca 🥇
➡️ 2) @aztecnetwork $AZTEC 🥈
📈 3) @zama $ZAMA 🥉
📉 4) @dashpay $DASH
➡️ 5) @hoprnet $HOPR
➡️ 6) @nym $NYM
➡️ 7) @zcash $ZEC
📈 8) @duskfoundation $DUSK
📈 9) @monero $XMR
📈 10) @firoorg $FIRO

📖 阅读@santimentfeed的方法论，了解如何从项目仓库中筛选出值得注意的GitHub活动数据，以及为什么这对加密货币交易如此有用：

🧐 在此处跟踪@santimentfeed的隐私项目观察列表，并根据开发活动和其他关键指标分析哪些项目表现突出：