Notes
🕶️ 隐私之战全面升级:这是价值 610 亿美元的赛道版图
隐私赛道正在进入加速期:
⚡ 总市值已达 $61B
⚡ 日交易量超过 $4.98B
⚡ 即使在盘整期,需求依旧强劲
这不是情绪推动,而是 资金正在悄悄转向“原生隐私”基础设施。
我把整个生态按功能拆了一遍,供你快速理解 ↓↓
1️⃣ 完全隐私链(核心层)
网络级 / 智能合约级 / 并行执行
$NYM @nym
$HOPR @hoprnet
$XEL @xelis_project
$ABEL @PQabelian
$DUSK @DuskFoundation
$GHOST @GhostWareOS
2️⃣ 隐私 DeFi(匿名流量中心)
混币、跨链、做市、协议基础设施
$MANTA @MantaNetwork
$TORN @TornadoCash
$LOCK @HoudiniSwap
$SPKY @GhostyCash
$UFI @PureFi_Protocol
$SIS @symbiosis_fi
$MAV @mavprotocol
$FUL @FulcromFinance
$DERI (Deri Protocol)
$WEFI @wefi_official
$TAROT
$IZI @izumi_Finance
$ETHDYDX @dYdX
$FOX @ShapeShift
3️⃣ 可编程基础设施
$LITKEY @LitProtocol
$LUMIA @BuildOnLumia
$MTP @MTP_Network
4️⃣ 支付 / 数字现金层(隐私即默认)
$ZEC @Zcash
$XMR @monero
$DASH @Dashpay
$BDX @BeldexCoin
$ZANO @zano_project
$ARRR
$ERG @ergo_platform
$FIRO @firoorg
$PIVX @_PIVX
…(等 20+ 个原生隐私币)

$NYM
-10.29%
$HOPR +2.62%
$XEL -4.33%
$ABEL $DUSK -9.6%
$GHOST -10.05%
$MANTA +2.49%
$TORN -3.09%
$LOCK $SPKY -1.91%
$UFI $SIS -29.48%
$MAV +2.12%
$FUL +3.01%
$DERI $WEFI $TAROT $IZI -23.59%
$ETHDYDX -5.27%
$FOX -3.5%
$LITKEY -1.52%
$LUMIA -3.45%
$MTP -6.59%
$ZEC -3.77%
$XMR +2.8%
$DASH -5.91%
$BDX +2.41%
$ZANO -6.66%
$ARRR +2.22%
$ERG +1.74%
$FIRO -4.7%
$PIVX -3.61%
MARKET HIGHLIGHTS
AUTOS:
🔸 GM & Ford drop as Trump imposes 25% import tax on foreign cars (effective April 3); European & Asian automakers also down.
🔸 S&P Changes: Cava ( $CAVA) replaces Altair ( $ALTR) in S&P MidCap 400 (March 31) after Siemens acquires Altair.
🔸 Crypto: GameStop ( $GME) plans $1.3B convertible notes offering to buy Bitcoin.
EARNINGS:
🔸 MillerKnoll ( $MLKN): Q3 EPS $0.44 in line, revenue $876.2M (miss); Q4 guide below estimates.
🔸 Nio ( $NIO): Raises $450M via share placement for EV development.
🔸 Petco ( $WOOF): Q4 EBITDA beats, but weak Q1 & FY guidance.
🔸 Steelcase ( $SCS): Q4 EPS beats; Q1 revenue & EPS guidance above estimates.
INDUSTRIALS & MATERIALS:
🔸 Chemours ( $CC) upgraded at Mizuho;
🔸 Liberty Energy ( $LBRT) upgraded at Morgan Stanley.
🔸 HB Fuller ( $FUL) beats Q1 EPS, guides FY revenue lower.
FINANCIALS:
🔸 Jefferies ( $JEF) Q4 EPS misses; cites challenging capital markets.
HEALTHCARE:
🔸 Medicaid overpaid insurers ( $CI, $HUM, $UNH, $ELV), per WSJ.
🔸 Nkarta ( $NKTX): Q4 EPS beats, cash runway to 2029.
🔸 Soleno ( $SLNO): FDA approves Vykat XR for genetic disorder.
🔸 Zentalis ( $ZNTL): Files mixed shelf offering up to $250M.
TECH & MEDIA:
🔸 $AMD downgraded at Jefferies (AI concerns, competition).
🔸 S&P Changes: Angi ( $ANGI) replaces ODP in SmallCap 600.
🔸 3D Systems ( $DDD): Q4 EPS misses, weak FY guidance.
🔸 Concentrix ( $CNXC): Q1 EPS & revenue beat, reiterates FY outlook.
🔸 OpenAI nears $40B funding at $300B valuation (Bloomberg).
🔸 Verint ( $VRNT): Q4 EPS & revenue miss, weak FY guidance.

