Privacy in crypto is finally getting real support. Tornado’s ban got reversed, EU said ZK is okay
And now there's a new chain that actually rewards you for staying private..👀
This might be the start of a new meta. Here’s why.. A thread:🧵👇
2/
Data Protection is no longer illegal
In just the last few months:
▸ Tornado Cash's OFAC ban was overturned in U.S. courts
▸ EU approved ZKPs as compliant under new digital ID and finance laws
This isn't a future bet. It's an inflection point.
3/
A new meta might follow next ?
When ETH staking got institutional → LST meta exploded
When RWA got frameworks → real-world asset meta took off
Now privacy is crossing the same regulatory threshold.
4/
But privacy never had PMF - because it never paid.
Tornado, Zcash, Monero are all great tech.
But no reason to stay private.
No yield and no flywheel.
Use → exit → done.
Until one protocol decided to change it
5/
Enter @namada - the first L1 flipping this model completely.
Namada introduces actual PMF to data protection by bringing native incentives through:
▸ MASP (Multi-Asset Shielded Pool)
▸ SSR (Shielded Set Rewards)
Let's break down why this design just makes sense:
6/
Instead of using fragmented shielded pools, Namada created MASP - one unified pool for all assets.
Whether it’s ETH, USDC, ATOM - everything goes into the same set.
This strengthens two things at once:
▸ Liquidity
▸ Anonymity
The more assets in, the harder it is to trace anything out.
7/
Now it flips the game theory with Shielded Set Rewards
SSR is Namada’s built-in incentive model that pays you $NAM for shielding assets and holding it
Every time you shield, you’re strengthening the entire anonymity set.
It literally pays you to make the system more private.
8/
One of the most scalable flywheels:
▸ SSR rewards early users → more assets get shielded
▸ Pool grows → anonymity deepens
▸ Value > cost → organic growth kicks in
Over time the less subsidy needed and system becomes self-sustaining
Privacy becomes profitable and permanent.
9/
Here's how anyone can shield and earn:
▸ Go to
▸ Connect your Namada wallet
▸ Select $NAM or any asset and shield
That simple. You can transfer anonymously or just hold it or stake it to keep earning yield.
10/
Looking at the metrics :
▸ Total Shielded Value: $1.65M
▸ 30d TVL Growth: +320%
▸ IBC Assets Supported: 10
▸ Unique Addresses: 80,864
With current Staking APY around 15.10%
11/
Token: $NAM
They went for a fair launch with full supply out from Day 1 so no future dilution.
▸ Market Cap/FDV: $28M
▸ Supply Staked: 33.15%
Pretty undervalued for an L1 with all supply circulating and users already staking imo
12/
Comparing to existing privacy infrastructure:
You’ve got Tornado Cash, Zcash, and Monero as legacy players. But Namada stands in a league of its own with :
▸ Only one supporting multi-chain assets
▸ Only one with an incentivization model
▸ Only one with better supply dynamics
13/
The future thesis:
All existing privacy solutions are chain-specific.
Namada is the first that works across ecosystems AND has economic incentives.
If privacy goes mainstream, this becomes the plug-and-play layer that ships by default in every ecosystem.
That’s a wrap!
Got any questions about this thread? Drop them in the comments, and I’ll be happy to help.
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And if you found this useful, I’d really appreciate a follow: @Axel_bitblaze69
Thanks for reading! 😉
18.8 ألف
0
المحتوى الوارد في هذه الصفحة مُقدَّم من أطراف ثالثة. وما لم يُذكَر خلاف ذلك، فإن OKX ليست مُؤلِّفة المقالة (المقالات) المذكورة ولا تُطالِب بأي حقوق نشر وتأليف للمواد. المحتوى مٌقدَّم لأغراض إعلامية ولا يُمثِّل آراء OKX، وليس الغرض منه أن يكون تأييدًا من أي نوع، ولا يجب اعتباره مشورة استثمارية أو التماسًا لشراء الأصول الرقمية أو بيعها. إلى الحد الذي يُستخدَم فيه الذكاء الاصطناعي التوليدي لتقديم مُلخصَّات أو معلومات أخرى، قد يكون هذا المحتوى الناتج عن الذكاء الاصطناعي غير دقيق أو غير مُتسِق. من فضلك اقرأ المقالة ذات الصِلة بهذا الشأن لمزيدٍ من التفاصيل والمعلومات. OKX ليست مسؤولة عن المحتوى الوارد في مواقع الأطراف الثالثة. والاحتفاظ بالأصول الرقمية، بما في ذلك العملات المستقرة ورموز NFT، فيه درجة عالية من المخاطر وهو عُرضة للتقلُّب الشديد. وعليك التفكير جيِّدًا فيما إذا كان تداوُل الأصول الرقمية أو الاحتفاظ بها مناسبًا لك في ظل ظروفك المالية.