Quadrillions: Privacy or Perish | Eli Ben-Sasson, Shaul Kfir, & Eric Saraniecki

Bullish:

• $RWA - Real world assets are positioned for major growth as privacy technology becomes the critical unlock for institutional adoption at scale

  • “It's not a big moment for privacy. I think it's a big moment for real world assets and the unlock is privacy.”

    Shaul·44:53
• $PRIVACY - Privacy-focused cryptocurrencies are undervalued and will appreciate as the market recognizes privacy as an essential feature, with assets capturing value through narratives they're best known for

  • “The price action on almost any sorry. On every asset I've seen so far, the price action is first and foremost attached to some mimetic value that captures something for which it is, you know, first or best known or something like that.”

    Eli·19:11
• $STRK - StarkWare is seeing rapid adoption with over 1000 BTC deposited in the past month from users generating yield by borrowing against their Bitcoin

  • “Now I believe there's over a thousand that came in over the past month, and the number is rising, quickly with people who are basically generating yield, you know, borrowing against their Bitcoin”

    Eli·37:36
• $ZEC - Zcash is positioned to benefit as market sentiment shifts toward recognizing privacy as a fundamental human value after years of being undervalued

  • “I'm very happy that sort of, you know, the collective mindshare now is is actually going after or interested in something that actually is a very important, you know, basic human value related to human dignity”

    Eli·45:05

Bearish:

• $ZKROLLUP - ZK rollups are potentially overvalued due to market misconceptions - they don't actually provide privacy despite widespread belief, only scalability through zero knowledge proofs

  • “Privacy is the missing feature. I I think there's this misconception also that a lot of these, you know, ZK roll ups sell privacy, and they don't.”

    Shaul·14:08
• $OP - Optimism may be overvalued based on market misunderstanding - their ZK implementations provide scalability, not privacy as many believe

  • “So so these are not actually announcements about the addition of privacy to these chains. It's just about using zero knowledge proofs to achieve higher scale.”

    Shaul·21:29