Privacy in crypto is finally getting real support. Tornadoâs ban got reversed, EU said ZK is okay
And now there's a new chain that actually rewards you for staying private..đ
This might be the start of a new meta. Hereâs why.. A thread:đ§ľđ
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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.
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A new meta might follow next ?
When ETH staking got institutional â LST meta exploded
When RWA got frameworks â real-world asset meta took off
Now privacy is crossing the same regulatory threshold.
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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 â exit â 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:
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Instead of using fragmented shielded pools, Namada created MASP - one unified pool for all assets.
Whether itâs 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 Namadaâs built-in incentive model that pays you $NAM for shielding assets and holding it
Every time you shield, youâre 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 â more assets get shielded
⸠Pool grows â anonymity deepens
⸠Value > cost â 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:
Youâve 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.
Thatâs a wrap!
Got any questions about this thread? Drop them in the comments, and Iâll be happy to help.
Stay updated by joining my Telegram:
And if you found this useful, Iâd really appreciate a follow: @Axel_bitblaze69
Thanks for reading! đ
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