Oh you're hearing about @zama for the first time today? Just a reminder that 7 years ago, these madmen were already working on Fully Homomorphic Encryption 🤣 The encryption layer for public blockchains doesn't get built overnight. Still early.

Using @zama's confidential swap protocol, you can swap cUSDC for cWBTC, deposit into a vault, then move laterally between strategies. No unshielding. No disclosing size or direction, ever. This is what Zama's thesis actually becomes at scale: not just a privacy feature, a full confidential capital markets stack. Here's the part people miss IMHO. For large allocators, confidentiality isn't just a nice-to-have. It's a hedge. A visible position is a signal. A signal gets front-run. Every large trade on a transparent chain is a trade that tells the market what you're about to do next. Take that signal away, and you're not just private. You're protected from the exact mechanism that taxes size. That's why I think the share of institutional capital moving confidentially onchain only grows from here. Not because these allocators suddenly care about privacy as a principle. Because the alternative costs them money...

"The reception was the biggest one for any product we launched over the last two years. Everyone was contacting me in DMs." @SebVentures on the Steakhouse Confidential Prime USDC vault, in conversation with @randhindi and @analog_kyle. And this is not Zama saying it. It's the co-founder of Steakhouse. Steakhouse curates the two biggest vaults on @Morpho, the Prime USDC vault and the recently launched @RobinhoodCrypto vault. Hold, pay, swap, earn with confidential assets... Confidential USDC (cUSDC), Confidential USDT (cUSDT), etc... Brick after brick, a viable path to confidential onchain finance is taking shape, and big money is noticing. You're not bullish enough. Trillions. Zama.

Not sure people clocked this yet but @Zama is top 3 in Ethereum dev activity over the last 7 days, team is shipping non-stop, important numbers like the liquidity in the protocol is growing, and there's more products in the pipe... This is a serious recipe making confidentiality on public rails very real

"Zama is also running a launch campaign from now until the 22nd tied to the vault, with deposits of $10 or more entering users into a prize pool to win $1000 cUSDC. Every $10 = 1 entry into the draw with a maximum allocation of $500 per wallet."