Nice to see $VFY and @HorizenLabs mentioned here, but the other ZK privacy play on @base to watch is $ZEN
➥ If ZK goes parabolic, 3 fires will burn at once: Privacy → Scaling → General
➊ ZK-Privacy | The compliance-ready black box
- ZK hides sender, receiver, and amount, I meant privacy at protocol level
- you’ll see huge demand from both regulated finance + AI training data protection
→ $ZEC’s revival = Grayscale allocations + Naval’s Bitcoin insurance quote = narrative ignition
→ Key tokens I’m watching atm: $ZEC $XMR $BDX $DASH $XVG $ARRR
➋ ZK-Scaling | The throughput endgame
- ZK-Rollups are still the strongest case for mass adoption
- but infra alone won’t moon without apps, that’s the challenge
→ Key project I'm watching: @brevis_zk @cysic_xyz
→ Key tokens: $STRK $ZK $LRC $ROSE
➌ ZK-General | The industrial layer
- ZK becomes middleware for everything bridges, private contracts, ID, AI inference
It’s the path to compression and cost-efficient proofs
→ true commercialization
→ Expect plays like $MINA $ALEO $AZTEC $PROVE $VFY $ZKC $IRON to heat up
Hybrid layer (Scaling + Privacy): $RAIL $ZEN
→ @RAILGUN_Project = privacy DApp layer for Ethereum
→ @HorizenLabs = ZK-as-a-Service infra for large-scale deployment
Both already have real TVL and onchain data, that’s why they move with $ZEC
Institutions & policy are now steering the ZK cycle more than pure tech narrative
Even @VitalikButerin impressed by @brevis_zk's Pico Prism recently
You’re watching a rotation in reverse order from compliance-friendly privacy → scaling infra → general ZK middleware

1.55万
23
本页面内容由第三方提供。除非另有说明,欧易不是所引用文章的作者,也不对此类材料主张任何版权。该内容仅供参考,并不代表欧易观点,不作为任何形式的认可,也不应被视为投资建议或购买或出售数字资产的招揽。在使用生成式人工智能提供摘要或其他信息的情况下,此类人工智能生成的内容可能不准确或不一致。请阅读链接文章,了解更多详情和信息。欧易不对第三方网站上的内容负责。包含稳定币、NFTs 等在内的数字资产涉及较高程度的风险,其价值可能会产生较大波动。请根据自身财务状况,仔细考虑交易或持有数字资产是否适合您。