草莓牛奶girl
ALEO Holder
High-Frequency Trader
1.9 Months
4 Following
34 Followers
33 Liked
3 Shared
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Why Aleo is a potential stock that cannot be ignored in the next cycle
If you are still chasing those old public chains that have already increased tenfold or a hundredfold, perhaps it's time to shift your focus to more cutting-edge and foundational tracks. Today, I want to seriously discuss a project that excites me greatly - Aleo. This is not just another new public chain; it attempts to solve the fundamental contradictions that have existed since the birth of blockchain.
1. Core Value: What pain points does it actually solve?
Imagine this: every transaction and interaction you make online is fully visible to everyone. This is the current state of most blockchains - **the transparent shackles**.
1. Core Value: What pain points does it actually solve?
Imagine this: every transaction and interaction you make online is fully visible to everyone. This is the current state of most blockchains - **the transparent shackles**.
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Views on ZEN Coin
Fundamental Advantages
Ecological Layout: As one of the first privacy projects to migrate to Coinbase Base, deeply integrated with DeFi platforms like Aerodrome, liquidity mining APY remains above 15%, attracting stable capital inflow.
Technical Features: Utilizing zero-knowledge proof (zk-snarks) technology, providing end-to-end encryption, balancing privacy and compliance, suitable for scenarios with data privacy needs (such as enterprise supply chains, government invoices, etc.).
Compliance Barriers: After the SEC dismissed lawsuits against its related parties, it became one of the few compliant targets in the privacy coin track, attracting institutional funds to layout through over-the-counter channels.
Market Risks and Challenges
Competitive Pressure: Other privacy projects in the Base ecosystem (such as Aztec) may divert funds, requiring attention to their technology iterations and market share changes.
Regulatory Uncertainty: Although current compliance is strong, cryptocurrency regulatory policies still have variables; if more exchanges delist or regulations tighten, it may affect liquidity.
Technical Implementation Risks: The landing progress of the L3 mainnet and sidechain ecosystem needs close attention; any delays or technical issues may affect market confidence.
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Holding ZEC has multiplied by 5 times in a month, the underlying logic of the surge that I understand
As a personal investor who has been watching ZEC for more than half a year, seeing it soar from 54 dollars to 372 dollars, with a 30-day increase of over 570%, and my holdings multiplying by 5 times, I have also grasped the core logic behind this surge—it's fundamentally not an accidental market speculation, but the inevitable result of the collision of three forces: 'policy, capital, and supply-demand.'
1. Halving expectations: The hardest price increase logic has been realized in advance
The rule of 'halving must rise' in the crypto circle has been verified again with ZEC. On November 18, ZEC will undergo a block reward halving, cutting from 3.125 coins directly to 1.5625 coins, which means the daily new supply will be halved. For old investors like me, halving equals 'upgraded scarcity.' As early as the end of September, large holders began quietly accumulating, and I also entered the market with a small position at that time.
1. Halving expectations: The hardest price increase logic has been realized in advance
The rule of 'halving must rise' in the crypto circle has been verified again with ZEC. On November 18, ZEC will undergo a block reward halving, cutting from 3.125 coins directly to 1.5625 coins, which means the daily new supply will be halved. For old investors like me, halving equals 'upgraded scarcity.' As early as the end of September, large holders began quietly accumulating, and I also entered the market with a small position at that time.
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ZEC (Zcash) has recently risen mainly due to the following factors:
Growing demand for privacy
In the context of tightening global regulations, market attention to financial privacy has increased. ZEC, as the first privacy coin to adopt zero-knowledge proof technology, can completely keep transaction information confidential, aligning with users' demands for privacy protection, especially during periods of regulatory policy adjustment, where its privacy attributes become an important factor in attracting funds.
Halving expectations and institutional interest
ZEC's block reward is halved every four years, similar to Bitcoin's halving mechanism. Market speculation ahead of the halving has driven price increases. At the same time, institutions like Grayscale have launched ZEC trust products, providing channels for institutional funds to enter the market, enhancing market confidence.
Technological upgrades and ecosystem development
ZEC continues to undergo technical iterations, such as the Halo upgrade, which optimizes zero-knowledge proof efficiency and reduces transaction costs. In addition, DeFi projects (such as Thorswap and HyperLiquid) have integrated ZEC, supporting privacy cross-chain transactions and derivative contracts, expanding application scenarios and attracting capital inflows.
Market sentiment and celebrity effect
Comments from some well-known investors (such as Naval Ravikant) expressing optimism about ZEC, along with increased market attention to the privacy coin sector, have driven short-term speculative sentiment. After plummeting on 'Black Friday', ZEC quickly rebounded, demonstrating resilience that has also attracted risk capital to enter. #zec
Growing demand for privacy
In the context of tightening global regulations, market attention to financial privacy has increased. ZEC, as the first privacy coin to adopt zero-knowledge proof technology, can completely keep transaction information confidential, aligning with users' demands for privacy protection, especially during periods of regulatory policy adjustment, where its privacy attributes become an important factor in attracting funds.
Halving expectations and institutional interest
ZEC's block reward is halved every four years, similar to Bitcoin's halving mechanism. Market speculation ahead of the halving has driven price increases. At the same time, institutions like Grayscale have launched ZEC trust products, providing channels for institutional funds to enter the market, enhancing market confidence.
Technological upgrades and ecosystem development
ZEC continues to undergo technical iterations, such as the Halo upgrade, which optimizes zero-knowledge proof efficiency and reduces transaction costs. In addition, DeFi projects (such as Thorswap and HyperLiquid) have integrated ZEC, supporting privacy cross-chain transactions and derivative contracts, expanding application scenarios and attracting capital inflows.
Market sentiment and celebrity effect
Comments from some well-known investors (such as Naval Ravikant) expressing optimism about ZEC, along with increased market attention to the privacy coin sector, have driven short-term speculative sentiment. After plummeting on 'Black Friday', ZEC quickly rebounded, demonstrating resilience that has also attracted risk capital to enter. #zec
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