Alexander(@ahbeaudry):privacy sector circulating mcap went from ~$13.1b to ~$32.6b in 180 days. that's +149%. zcash:native alone is roughly 63% of the entire market now. i don't think this is just a flash in the pan hype cycle. ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 and DTCC are showing up on the same open transaction layer as @FireblocksHQ, which is the kind of setup institutions actually need if they're going to move size onchain without leaking their strategies. my take is privacy is going to be a required infrastructure for institutional adoption. without it i'm skeptical you get hundreds of millions of institutional capital onchain in a serious way.

2026.10.27 01:10

privacy sector circulating mcap went from ~$13.1b to ~$32.6b in 180 days. that's +149%. zcash:native alone is roughly 63% of the entire market now. i don't think this is just a flash in the pan hype cycle. ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 and DTCC are showing up on the same open transaction layer as @FireblocksHQ, which is the kind of setup institutions actually need if they're going to move size onchain without leaking their strategies. my take is privacy is going to be a required infrastructure for institutional adoption. without it i'm skeptical you get hundreds of millions of institutional capital onchain in a serious way.