Privacy is becoming the biggest opportunity in crypto
people still think privacy = anonymous transactions
they’re missing the bigger shift ▼
AI is creating massive demand for private computation, this market could reach over $50B by 2034
the new privacy stack is being built around:
- TEEs
- FHE
- zkML
- confidential AI
- encrypted computation
- private agents
- verifiable offchain compute
projects already building in this direction:
@PhalaNetwork@OasisProtocol@SecretNetwork@NEARProtocol@mindnetwork_xyz@aztecnetwork@MinaProtocol@Zcash@nillion@gensynai
I just vibe coded a tool based on BTC dominance + market cycles
https://t.co/OpvXKjhDi1
- 4 inputs
- 72 deterministic states
- tells you where we are in the cycle
still early experiment. Improving it every day
all thanks to @Param_eth for helping shape this 🫡
Something big is happening on Ethereum
- active addresses all time high
- staked ETH all time high
- new addresses all time high
- daily transactions all time high
Babylon Protocol’s valuation doesn’t match its fundamentals at all.
> $5.93B TVL
> $196M FDV
> total raised: $103M
> TVL-to-FDV ratio: 30x
> DeFi TVL holding strong
> recently raised $15M from a16z
$BABY is the only BTC DeFi protocol still holding multi-billion TVL without a major drop.
look what changed in just 2 years:
- gold out of hand
- silver out of hand
- bitcoin $100K
- stocks all time high
- real estate up
- energy up
the only thing that didn’t move?
altcoins 🥲
> be @monero $XMR
> launched in 2014
> no VC, no premine, no marketing
> hunted by regulators
> delisted from 70+ exchanges
> surviving every attack
> devs never stopped shipping
> still pushing toward ATH
> sitting in the top 10 alts
> total gain: 273,900%
Bitcoin miner txn fees have collapsed
a block pays miners two things:
- block reward: 3.125 $BTC
- transaction fees
daily txn. fees are down to ~2.5 BTC
Look at the difference:
- 2017 peaked around 1100 BTC
- 2020 peaked around 200 BTC
- 2021 spent the year near 150 BTC
- 2024 hit ~400 BTC
- normal days average 10–20 BTC
Now it has dropped to just 2.5 $BTC on average and we haven’t seen this low since Bitcoin’s early days.