Privacy coins take off again 🛫, what can I ambush? ❓
The Ethereum Argentina event drives the privacy track, focusing ambush opportunities on ZK and emerging protocols.
Market situation and Argentina environment
⦁ Argentina has a high cryptocurrency adoption rate, with gradually relaxed policies, and active Web3 innovation.
⦁ Regulations put pressure on privacy coins, but are friendly towards compliant ZK and privacy protocols.
Mainstream and emerging privacy token recommendations
⦁ Conservative (40%): ZKsync (ZK)$ZK Arbitrum $ARB (ARB), Railgun (RAIL)
⦁ ZKsync: Leading ZK in the Ethereum ecosystem, high institutional attention.
⦁ Railgun: Layer2 native privacy protocol with strong innovation.
⦁ Growth (35%): Starknet ($STRK STRK), Mina Protocol (MINA)
⦁ Starknet: Unique Cairo ecosystem, cutting-edge technology.
⦁ Mina: Extremely lightweight + native ZK-SNARKs.
⦁ High-risk (20%): Secret Network (SCRT), Nym (NYM)
⦁ Secret Network: Cross-chain privacy computing platform, with great potential for small market cap explosion.
⦁ Nym: Mixed network infrastructure, underlying privacy track of Web3.
⦁ Hedge allocation (5%): Monero (XMR), Zcash (ZEC)
⦁ Established anonymous coins, mainly focused on maintaining value but greatly affected by global regulations.
Key ambush timing and logic
⦁ The Aztec mainnet, ZKsync Atlas upgrade, and the approval of Ethereum privacy proposals are layout windows before and after.
⦁ If Argentina's policies further recognize privacy assets, it will drive an explosion in the South American market.
Risk reminder
→ Global regulations are tightening, with a high risk of policy changes
→ ZK technology is still rapidly iterating, facing security and competition pressures
→ Small market cap projects have severe volatility and limited liquidity
Ambushing compliant ZK and innovative privacy protocols in the Ethereum ecosystem in advance is the preferred direction under the current Web3 boom in Argentina. Control positions to diversify risks and closely monitor policy changes. #隐私币生态普涨
