Notes
The fact the IRS put a bounty on Monero, so many countries banned it, they tried to attack the network and failed, and then try to push an alternative like Zcash onto you
And it STILL can’t go down
Means it’s gonna go up A LOT
When you throw everything you can at something and can’t stop it
Get out of the way or join it
$XMR is a $50,000+ dollar coin long term
It is the best long term investment in crypto
And the most needed cryptocurrency in the world
Last tweet of the morning. Watch me send $100 in $XMR to @Anna_Bandura using just her X handle with @cakewallet !! #monero
Privacy coins like $XMR and $ZEC faced the heat over compliance concerns, but $PROVE isn’t one of them.
As a ZK infrastructure token, it’s fully compliant and perfectly positioned to lead Korea’s next zero-knowledge narrative.
$PROVE is the only ZK infrastructure token still listed.
Here’s why that matters👇
➡️ Unlike traditional privacy coins that hide transactions (and raise red flags for regulators), $PROVE doesn’t power private currencies; it powers secure, compliant infrastructure.
➡️ Think of it as the backbone for scaling, verification, and legitimate privacy in Web3. Not hiding money. But protecting data. Not secrecy. But integrity.
Here’s what makes PROVE stand out:
✅ The only ZK + privacy-related token supported by top exchanges & accessible to Korean investors.
✅ Already used by 35+ crypto projects, securing over $4B in onchain assets.
✅ While competitors face DAXA warnings, -87% drawdowns, and inflation issues, PROVE keeps building.
✅ Korea may have closed the door on privacy coins , but it just opened a new one for ZK infrastructure like $PROVE
We hold $PROVE, do your own research
正好今天大跌情绪又下来了，不Fomo的时候就接着上集写完隐私赛道的二三代以及当前的现状
第二代 - @TornadoCash @RAILGUN_Project
Tornado Cash：可能是最多人用过也是最知名的隐私协议了，到现在为止在法律，道德，甚至政治上都饱受争议
抛开理念，Tornado Cash可以近似抽象的理解成Dash+Zcash+智能合约，用ZK证明你存过那笔钱，用Dash的混币理念把进去的钱各种混。且因为智能合约的支持既能混U也能混ETH
Railgun：应该是V神最喜欢的隐私协议，他本人应该不止一次在Tweet中提到，也经常用。Railgun是直接在ETH上用ZK技术实现了隐私账户的概念，你把钱存到隐私账户里，它就变成了“私密余额”
这东西的好处是除了私密转账，他还能与Defi协议集成，比如私密的借贷或者Swap。所以从技术上讲，感觉Railgun的隐私账户+Uniswap/Curve应该可以类似实现Tornado Cash的效果，虽然匿名性肯定没有Tornado Cash的混币好。但好像也没怎么看有黑客这么干过，有知道的老铁麻烦留个言或者DM我
其实二代应该还有个我之前很喜欢的项 @aztecnetwork
22-23年感觉因为监管的原因基本处于停摆的状态，后面就没再怎么跟了，刚去看了眼貌似Twitter还在活跃，应该是有新的产品或者方向
第三代：Aleo，Oasis，Manta，Phala，Secret，Zama……
第三代其实很好理解，就是直接做隐私通用型智能合约公链，L1 L2都有，在上面开发的所有DAPP都天然具备隐私功能。至于技术选型也是五花八门，ZK，MPC，TEE，以及最新的FHE。
这些技术每个拎出来都够单独开个贴，就不细说了，每个都有自己的优劣势，大家自行研究就行。值得一说的是每个隐私链的生态都惨不忍睹。说白了纯隐私公链这东西目前基本没啥PMF，不像Tornado Cash作为一个DAPP, 好歹黑客和想要隐藏踪迹的巨鲸/机构还在用。不信你去看下“最为天王”的Aleo K线就秒懂。
三代基本上技术发展就暂时到头了，再玩出个花无非也就那四个技术挑两个组合下取长补短。但隐私的新趋势其实不是“纯隐私公链”，而是在链的协议底层就支持隐私，尤其是针对合规的隐私
比如V神25年4月提出了简化的Layer-1隐私路线图，明确呼吁钱包原生集成像Railgun这样的隐私工具
再比如Solana有Token Extension，相当于SPL代币标准的扩展，里面是可以实现部分隐私功能的，比如A给B转账，A与B的地址无法隐匿，但是金额/余额可以隐匿。本质上实现了“对不同主体提供不同视角的数据暴露层级”，拿来做RWA与合规相关的东西就非常适合。
再再比如最近的稳定币公链，Plasma，Codex，Arc，Tempo，Stable等几个，不少都表示会考虑 “Optional privacy features that support regulatory compliance”，跟Solana那个Token Extension类似，在协议底层加入可选隐私的选项，既能实现用户的部分需求，又符合监管
总而言之，隐私这个赛道一直很Tricky，一边是赛博朋克精神+政治正确的高势能，一边是一二级市场的隐私项目基本都不挣钱+没有PMF的窘境。不知道这次纳瓦尔喊单能让圈内对隐私的注意力持续多久，真的是“隐私之路路漫漫其修远兮”
至于说今天火遍全网的币安修线事件，我建议大家可以去看@Loki_Zeng 的贴 - 这应该是最为公正客观+技术透彻的分析，链接放在这
https://t.co/kCvaCJKjdF
今天市场开始了幅度不大的二探，一众主流都在跌的时候， $ZEC 却在逆势上涨
难不成真的Gen Z Cash了？或者说加密朋克精神回归？
Anyway，Zcash作为隐私币的鼻祖，估计20年Defi Summer入圈之后的朋友了解就不多，在这简单做个隐私赛道的科普，以及为什么最近Zcash又被纳瓦尔喊起来了
篇幅有限，很多技术细节不展开讲了，感兴趣了老铁看到一些技术名词可以自行研究
隐私赛道基本上可以分四代
第零代 - BTC （伪隐私）
BTC其实是有隐私功能的，但不强。核心实现就是基于UTXO和找零地址换新的技术。简单来说就是小明要从地址A发送5个BTC给小红，消耗了一个7BTC的UTXO，5个BTC去了小红地址，剩下两个BTC找零去了一个新地址B，这个B地址也是小明所有（每次自动新生成）
对于散户而言，几笔交易之后想Track这个资金来向很费劲，但对于专业机构而言，链上数据透明的情况下是可以逆向归集出整个资金的来源和Flow的。所以说BTC的隐私是个“伪隐私”
关键名词 - UTXO（从来没有什么BTC，有的只是UTXO），找零机制
第一代 - 达世 门罗 大零币
基本上17年左右进圈的对这三个币都很熟悉，当时的隐私三剑客
1. 达世 $Dash - 弱隐私 -基于BTC的代码开发，可以看成一个隐私加强版BTC，用的也是最好理解的混币技术 CoinJoin协议（Tornado Cash那个方向，但技术实现完全不同）
把一堆人的交易按照等额UTXO分阶段混一下，再重新发给大家，整个UTXO的这套链路就不好追踪了。但隐私性有限，非常专业的分析器仍然能挖出不少信息来。且还得标准等额，比较麻烦
关键名词 - CoinJoin协议
2. 门罗 $XMR - 强隐私+强制隐私 - 用的环签名技术，把真实签名与多个诱饵签名混合，让外界无法确定具体签名者身份，基本不可破解。
除此之外它还能隐藏金额，以及用一次性接收地址隐藏接收方。所以BTC从暗网走向光明洗白之后，暗网那边就是门罗接班了。但最近算力被Qubic主导之后门罗基本处于一个凉凉的节奏，且强制隐私的特性使得它监管极其不友好，难
关键名词 - 环签名
3. 大零币 Zcash $Zec - 本文的主角，ZK的鼻祖 - 超强隐私+可选隐私
Zcash刚出来的时候天价开盘（1Zec = 1.9BTC,且总量相等，也就是说Zcash FDV最开始超越BTC过，虽然时间很短）
后来市场不太买单，说有了深黑（99%隐私的门罗），我们还需要纯黑（100%隐私的Zcash）么？Zcash的币价也一路走低至今，从未掀起太多波澜
但公平来讲，Zcash虽然没什么PMF，但具备着币圈“划时代的技术意义”，毕竟他是第一个把现在大家熟知的零知识证明zk-SNARKs技术大规模应用于加密货币。没有Zcash，是不会有后面的Tornado Cash和各种隐私协议的，你也看不到Zk-Sync，Starkware这些ZK L2，以及目前越来越多的ZK DAPP之类
零知识证明相当于完全加密了交易数据，发送方、接收方和交易金额都对外不可见，属于100%超强隐私。更好的是它这个隐私还是个可选项，你可以选择透明交易，部分隐私，和全隐私。这在当前监管环境下比门罗友好太多了
关键名词 - 零知识证明
那么问题来了 - Zcash最近涨疯主要是纳瓦尔喊单，那句“BTC是法币的保险，Zcash是BTC的保险” 越来越深入人心，应该怎么理解？
BTC是法币的保险 - 如果法币体系崩溃了（恶性通胀、资本管制、政治不稳定），你可以用比特币作为“逃生舱”。就算不发生这些，就政府不停印钞这事儿就是板上钉钉的事儿，你至少可以拿BTC来做价值存储工具对冲。非洲南美很多金融动荡通胀高企的国家就更不用说了
Zcash是BTC的保险 - 比特币的链上透明性（交易公开）可能成为它的软肋，Zcash这样的隐私币可以提供补充或替代。在这个BTC越来越走向合规“登堂入室”的年代，如果国家或机构开始严厉监管比特币（如监控钱包、限制交易、追踪地址），它的Anti-Censorship“抗审查”属性将被严重削弱，而这本应该是BTC被发明的初心（好吧，部分初心，点对点电子现金那个初心已经无了- -）这时候我们还有Zcash来延续加密朋克精神，捍卫金融自由
啊忽然发现太长了我写不动了，明天再写Tornado Cash，RailGun，Aleo这些二代三代隐私币
最后说个好玩的，可能99%散户不知道的点 - 大家熟知的ZK-Rollup （比如Zk-sync和Starkware），其实跟ZK没啥关系，严格意义来讲他们应该叫Snark Rollup或者Stark Rollup，或者更学术一点叫“Validity Rollup”，唯独ZK-Rollup是最不准确的。
但这不重要，谁规定了老婆饼里非得有老婆呢？哈哈
原因我不讲了，当做一个思考题留给大家：）
Privacy coin season is real. $ZEC, $XMR, $DASH, $DCR, $XVG — all up big.
🔹 21% rally in privacy tokens overall
🔹 Zcash up 130% MoM
🔹 Dash +61% in a week
🔹 Monero surges after attack
Full episode of The Weekly. 🔽
Im sad that I wasn’t a billionaire to accumulate the most Monero of anyone on Earth before it took off
We won’t get to have this cheap of Monero for much longer and once the shift happens, there will be no going back to these dirt cheap prices 😭
With mandatory digital IDs, CBDCs, everyone issuing their own stablecoins
Everything will be traced and controlled so easily
These changes in the world are happening fast and are historical catalysts to much greater adoption, greater urgency, and faster speculation in the world to own $XMR
Glad u been looking into it for urself more
Monero makes too much sense
In a world where everything we do is logged and tracked online, every money transfer is monitored and to even pull cash out of the bank u need permission and have limits on transfers
Monero is the strongest adopted digital currency in history to this point (that actually protects freedom and privacy for everyone in the world no matter where you come from)
Bitcoin can be digital gold
But its simply not gonna protect and preserve our freedom and privacy like Monero
I’ve sat back for some time and evaluated everything @CrashiusClay69 has said about $XMR
My first reaction was not to get excited at all
But I spent time studying learning and coming to my own conclusions over time
He’s right about where this thing is headed and its inherent
Monero’s consensus is under fire.
The Qubic mining pool now controls 2.18 GH/s of Monero hashpower.
This would be enough to trigger a 51% attack that forced Kraken to suspend $XMR deposits until 720 confirmations.
The community is weighing fixes: from merge mining with Bitcoin to Dash’s ChainLocks, which would add a masternode layer to prevent reorganizations even if attackers had more raw PoW.
But with Qubic already voting to target Dogecoin next, the urgency goes beyond Monero.
If ASIC-resistant chains remain exposed, how long before other PoW networks face the same pressure?
Realizing we are one move away from $XMR going from $260 to $10,000
- Gambling Economy
- Cartels adopting
- IRL Adoption
- Major corporations like steam/microsoft accepting
- A @Saylor copy cat for Monero
- Retail Hype
- Off Shore Banking
- Crypto Money Laundering
- People
一些后续：精彩，这是心理战啊。
自从上周 $XMR 被 Qubic 官宣 51% 攻击之后，社区事后复盘得出了几个结论：
1. Qubic 在上周所谓 51% 攻击时，并不真的拥有 51% 的算力，仅是短时内临时达到 35% 左右。
2. Qubic 连续出了 6 个 XMR 区块，疑似是自私挖矿。
所谓自私挖矿，就是自己挖到了区块，但是先憋着并不公布出来，等到攒到六个一口气出来变成最长链。这样让诚实矿工的 5 个区块（次长链）废掉，实现双花。
PS：我灵魂画手粗略画了个草图凑乎看。
其实，哪怕我只有 1% 的算力，我理论上也可以连挖 6 个区块，只不过概率太小，而 35% 算力概率就蛮大的。
我简单算了一下。这只是自然概率，按照门罗一天 1440 个区块，35% 算力数学期望每天就可以攻击成功 2.6 次。这还没算自私挖矿的加成，算上就更高，否则 Qubic 未必舍得花钱短时间内租算力冲击 6 块。
为什么这种模式叫自私呢？是因为憋区块的话，为了保证成功率，里面往往不装交易，很多都是空块，浪费了区块空间。
说回正题，而且 Qubic 也没有双花，很多交易所 XMR 充值要 10 个区块确认，当然它是也没动力真的攻击。
所以你可以理解 Qubic 既没有 51% 算力，也没有 51% 攻击，只是浅浅秀了一下肌肉，然后发了宣传稿，号称完成了 51% 攻击。
但是为什么说它是心理战呢？
因为事件一出，很多矿工居然投降真的加入了 Qubic 矿池，导致截至昨天，Qubic 的算力一度真的超过了 50%。
所以这不是算力战，而是心理战。
这是某种对矿工的威慑——
你不加入 Qubic 的矿池，那么你将来挖的区块就有可能作废掉，影响收成；加入了，虽然属于助纣为虐，非但损失，甚至还能双挖😂
矿工也不全是骨头硬的，有很多还是要算经济账的。
紧接着，它们官宣了下一个目标就是狗狗币。不过我认为，狗狗币基于莱特币矿机，这个是有 Asic 的，未必那么简单，但是它们是玩心理战的高手。
所以这个官宣本身可能就是什么新的心理战。
叹为观止，这叫 Fake it till you make it，很难翻译，直译的话就是：“先假模假样吹起来直到吹着吹着牛逼变成了真的”。
🔥Günlük Altkoin RSI Haritası
**RSI değerlerinde 70'in üstü aşırı alım bölgesini gösterir ve dolayısıyla bir düzeltme beklenirken, 30'un altı aşırı satım bölgesini temsil eder ve bir tepki yükselişi beklenir.
Aşırı alım bölgesindeki altkoinler; $MYX $ALPINE $AERO $CTSI $SKL $OG $HOME $BSW $AIOT $TAG
Aşırı satım bölgesindeki altkoinler; $XMR $ERA $TA $GPS $NAORIS $BR #BROCCOLI714
Qubic reached 20-30% hash rate
Monero was never successfully 51% attacked
Not even close.
Ppl fell for clickbait headlines as usual.
Bitmex debunks the clickbait and sets the record straight, W
-- coinbase ceo giving @lexfridman a high-level rundown about why $XMR actually makes the world a safer and better place for everyone.
"People should fight for privacy and freedoms of all kind. Privacy of money is a good thing, and I'd like to see more of that in the future" -
Ah so this is why they are 51% attacking $XMR
the gov has long wanted to break Monero since they had a $600k bounty to crack it
Now they are paying @c___f___b and his company to take over it
100% guaranteed
🧵 Top PoW Coins by Address Count & Market Cap – July 2025
💥 The most held PoW coin isn’t just $BTC!
Here’s the full breakdown 👇
1.🟧 $BTC
📬 Addresses: ~55M
💰 Market Cap: $2.36T (#1)
2.🐸 $DOGE
📬 Addresses: ~8.0M
💰 Market Cap: $39.2B (#8)
3.🟣 $XMR
📬 Addresses: Unknown (privacy protected)
💰 Market Cap: $6.0B (#25)
4.💚 $ETC
📬 Addresses: ~2.83M
💰 Market Cap: $3.65B (#33)
5.⚡ $LTC
📬 Addresses: ~8.56M
💰 Market Cap: $9.06B (#18)
6.💰 $BCH
📬 Addresses: ~25.7M
💰 Market Cap: $10.5B (#17)
7.🧱 $KAS
📬 Addresses: ~54.8M
💰 Market Cap: $2.95B (#40)
8.🔧 $ETHW
📬 Addresses: ~392.9M (inherited from ETH fork)
💰 Market Cap: $197M (#248)
9.🛡 $ZEC
📬 Addresses: Unknown (mostly shielded)
💰 Market Cap: $702M (#103)
🔍 Source: https://t.co/rvZ9FQn9tL + @CoinMarketCap
💬 Which PoW coin do YOU bet on this cycle?👇
#BTC #DOGE #KAS #ETHW #PoW #Crypto #Bitcoin #Altcoins
⸻
🧵【2025年7月 PoW 币种地址总数 & 市值排名】
💥 持币地址数量（非零余额地址）最多的 PoW 币不是 $BTC！
👇全面榜单来啦：
1.🟧 $BTC
📬 地址数：~55M
💰 市值：$2.36T (#1)
2.🐸 $DOGE
📬 地址数：~8.0M
💰 市值：$39.2B (#8)
3.🟣 $XMR
📬 地址数：隐私保护，无法追踪
💰 市值：$6.0B (#25)
4.💚 $ETC
📬 地址数：~2.83M
💰 市值：$3.65B (#33)
5.⚡ $LTC
📬 地址数：~8.56M
💰 市值：$9.06B (#18)
6.💰 $BCH
📬 地址数：~25.7M
💰 市值：$10.5B (#17)
7.🧱 $KAS
📬 地址数：~54.8M
💰 市值：$2.95B (#40)
8.🔧 $ETHW
📬 地址数：~392.9M（分叉继承自ETH）
💰 市值：$197M (#248)
9.🛡 $ZEC
📬 地址数：未知（大多为隐私地址）
💰 市值：$702M (#103)
🔍 数据来源：https://t.co/rvZ9FQn9tL + @CoinMarketCap
💬 哪个PoW币你最看好？欢迎评论👇
#BTC #DOGE #KAS #ETHW #XMR #LTC #PoW #Crypto
🚀顶级 PoW 代币 – 90 天表现排名（截至 2025 年 7 月）
1. 🐶 $DOGE ：+50.68%
2. 🕵️ $XMR : +50.27%
3. 💚 $ETC : +44.63%
4. ⚡ $LTC ：+40.55%
5. 💰 $BCH ：+40.03%
6. 🔧 $ETHW ：+37.10%
7. 🧱 $KAS ：+31.39%
8. 🟧 $BTC ：+19.88%
9. 🛡️ $ZEC ：+6.88%
🔍 $DOGE & $XMR领先
📈 $ETHW 表现优于$BTC
🔥 $KAS 获得发展动力
在本轮周期中，你押注哪一个？ 👇
#Crypto #Altseason #PoW #BTC #ETHW #DOGE #XMR #KAS #ETC
🚀 Top PoW Coins – 90-Day Performance (as of July 2025)
1.🐶 $DOGE: +50.68%
2.🕵️ $XMR: +50.27%
3.💚 $ETC: +44.63%
4.⚡ $LTC: +40.55%
5.💰 $BCH: +40.03%
6.🔧 $ETHW: +37.10%
7.🧱 $KAS: +31.39%
8.🟧 $BTC: +19.88%
9.🛡️ $ZEC: +6.88%
🔍 $DOGE & $XMR lead the pack
📈 $ETHW outperforms $BTC
🔥 $KAS gains traction
Which one are you betting on this cycle? 👇
#Crypto #Altseason #PoW #BTC #ETHW #DOGE #XMR #KAS #ETC
monero user -> Lex Friedman asking @brian_armstrong about $XMR -- but backtracks when remembering that "free speech" and advocation of Monero is politically forbidden.
"Monero... forget that specific example" ~ thought crime.
It's past time to end censorship in crypto, and
Monero: Why Governments Hate It ❓
Every transaction you make is tracked (including Bitcoin). Governments, tax agencies, banks.. they all want visibility and control.
@monero - $XMR flips the script.
Unlike most cryptocurrencies, Monero is truly private. Transactions can’t be linked, balances can’t be viewed, and identities stay hidden, if used correctly. That’s why it’s disliked by regulators, banned from major exchanges like Binance and Kraken, and constantly under scrutiny.
But the more it’s suppressed, the more people get curious. Classic Streisand Effect.
If you’re looking for privacy in your crypto moves, here’s a basic method I use (not financial advice; always DYOR):
1⃣ Buy Litecoin (LTC) from any major exchange. It’s fast and cheap.
2⃣ Use trocadorapp (it's reliable and aggregates rates well) to swap LTC for XMR.
3⃣ Send your XMR to a subaddress in your Monero wallet. I use Cake Wallet for this; it's simple and user friendly.
Why all this effort?
Because it gives you real privacy. You’re in control. No one sees your balances, spending, or movements unless you choose to share them.
If privacy is part of why you got into crypto, Monero still stands out as the strongest option.
It’s not about hiding. It’s about sovereignty.
So, have you used $XMR? What's your setup like? Any other privacy coins you rate?
