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Trade your shielded $ZEC for confidential USDC on Ethereum, without ever unshielding it. No bridge. No custodian. No wrapped ZEC. And the amount never shows up on chain. I connected @zama and @Zcash to make it work. Live on testnet 👇 What it is ZEC Desk is a small trading desk on Zama's FHEVM, on Ethereum Sepolia. On one side there's cUSDC, a dollar token whose balances are encrypted. On the other side there's shielded ZEC on Zcash testnet. You can trade either way. Built on Zama's model Zama's Confidential RFQ is already live on Ethereum mainnet, open to everyone: It runs confidential swaps with encrypted quotes, a sealed-bid pick on chain and a hidden floor. ZEC Desk takes that same model and extends it to native shielded ZEC. Zama's swap settles both legs on one chain, inside its own contract, so a Zcash leg can't plug into it directly. Here that leg lives on Zcash and settles minutes later with a proof, so the mechanics run in my own contract. It's a sketch of how native ZEC could sit next to Zama's swaps one day, with no wrapped token. How a trade works (buying ZEC) 👇 1️⃣ You lock cUSDC in the desk. The amount is encrypted. 2️⃣ Makers send encrypted quotes. Nobody sees anyone else's price, or the minimum you'll accept. 3️⃣ The contract picks the best one under FHE. 4️⃣ The winning maker sends shielded ZEC to your Zcash address, with the order's reference in the memo. 5️⃣ A zero-knowledge proof shows that payment happened, and the contract releases your cUSDC to the maker. If no proof arrives in time, your cUSDC comes back to you. Selling is the same in reverse: the maker locks cUSDC, you pay the ZEC, and the proof releases the cUSDC to you. Why these pieces Each piece does one job. Zcash keeps the payment private. Zama keeps the amounts encrypted and can still compute on them. Seam, the Zcash light client I built last month, connects the two: a contract checks every Zcash block header itself, and a RISC Zero proof shows a shielded payment reached the right receiver. The transaction, the note and the address never touch the EVM chain. The masked amount This was the hard part. Seam's proof used to write the paid amount in the clear, and ZEC amount × price gives away the dollar amount. So the amount is masked. The contract adds an encrypted one-time mask to the encrypted amount and reveals only the sum, which looks random to everyone else. The mask comes from a secret that the side receiving the ZEC hands to the payer. The proof checks that the payment was at least the sum minus the mask, and never states the amount. One-time pads are old, and Zama's RFQ uses one too. Using one to hand a value from FHE to a ZK proof is the part I haven't seen before. If you have, please send it my way. No vault, no signers Seam can read Zcash, but it can't take ZEC from anyone. So the design never needs someone to pay ZEC on someone else's behalf. Whoever pays, pays from their own wallet, and the escrow on the EVM side enforces the deal. The side that paid the ZEC can prove it itself, so nobody depends on the other side's goodwill. Seam does more than this Any EVM app that needs to know a shielded payment happened can use Seam: pay-with-ZEC checkouts, escrows, payouts, cross-chain orders. This desk is one example. Where it stands ↓ Testnet only, unaudited. On 12 November 2026 I ran a Buy end to end: ➡️ Settled with a proof: ➡️ One proof: 2 minutes on a rented RTX 4090, about $0.25 for the whole session ➡️ Gas per Buy on Sepolia: about 7.6M, in six transactions ➡️ A Sell also ran on Sepolia, up to the maker locking its cUSDC; it settles through the same proof step ➡️ Seam's light client is now deployed on Ethereum Sepolia too, next to Base Sepolia Where it can go ↓ → The desk only needs Zama's FHEVM and a cUSDC. Both already run on Polygon, where following Zcash costs a fraction of Ethereum mainnet. → Zama keeps adding chains. On any cheap EVM chain it reaches, the same desk can run, and if it comes to Base, Seam's relay already runs on Base Sepolia. → Zama's roadmap also goes beyond the EVM, to chains like Solana. Seam's verifier would need a port there. → On Ethereum mainnet, following Zcash header by header would cost over 2B gas a day, so batched header proofs are next for Seam. What it can't do yet - Settlement takes minutes, not seconds. Zcash confirmations set the pace, not the GPU. - Right now I'm the only maker, and a maker needs ZEC, cUSDC and a GPU. - Amounts are hidden, but EVM addresses are public. Read more ↓ Seam on Seam: ZEC Desk:

ZEC 大多头 Taiki Maeda 终于扛不住了？ 11 月 12 日，加密交易员 @TaikiMaeda2 表示，已平掉 zcash:native 永续合约多头仓位，但仍将继续持有 ZEC 现货。 值得注意的是，他公布的交易记录显示，过去一年累计盈利约 304.68 万美元，回报率高达 394.92%。 尽管选择退出合约战场，Maeda 并没有改变对 ZEC 的长期看法。他仍看好 ZEC 在 2027 年的表现，认为 Tachyon 有望解决比特币面临的部分核心问题。 更有意思的是，他还自嘲称，这次平仓或许会成为一个「见底信号」。 从高杠杆多头到保留现货，Maeda 的操作释放了一个信号：短期不愿继续承担合约风险，但长期依然押注 ZEC。 连大多头都选择暂时离场，ZEC 的下一轮行情会不会反而因此迎来转机？

随着今天 zcash:native 价格大幅下挫跌破 $1,000，资管 / 对冲基金 Abraxas Capital 在 Hyperliquid 上持有 ZEC 空单的两个地址，仅在 ZEC 仓位上就浮盈 $3498 万。 两个地址目前未平仓位的总浮盈则高达 $1.18 亿。 地址： -------------------------------------------------------------------------- #Bitget# 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

ZEC 单日暴跌近 20%，Hyperliquid 84.4% 的百万美元级多头地址陷入浮亏，巨鲸合计被套约 2374 万美元。 Hyperliquid 上 zcash:native 从昨夜高点 1,199.20 美元一路跌至今日午后低点 965.79 美元，区间跌幅约 19.5%，截至发稿暂报 987 美元，24 小时跌幅约 14.7%。 据统计，全市场 32 个持仓价值超过 100 万美元的 ZEC 多头地址中，已有 27 个陷入浮亏，占比 84.4%，合计浮亏约 2,374 万美元。 这 27 个地址合计持有约 12.26 万枚 ZEC，价值约 1.21 亿美元，占上述巨鲸多仓的 90.2%，相当于 Hyperliquid ZEC 永续合约总未平仓量的 29.5%。32 个地址的加权建仓均价为 1,127.26 美元，较当前价格高出约 12.5%。 其中，地址 0xc36a 浮亏最严重，持有约 1.35 万枚 ZEC 多仓，建仓均价 1,229.96 美元，目前浮亏约 327 万美元，清算价为 894.23 美元。 此外，地址 0x8f74 今晨被强平全部 567 枚 ZEC 多仓，亏损约 11.25 万美元；地址 0xb200 过去 24 小时内更是连续三次被强平，累计涉及 324 枚 ZEC。 从高位追多到连续爆仓，ZEC 这轮回撤正在将 Hyperliquid 上的大额多头仓位推向清算线。

Zcash's shielded pools are back near record levels. Most of the ZEC that left after the Orchard bug came back within weeks of the new Ironwood pool launching in late July. That recovery comes weeks before NU7 is planned to go live in November. The upgrade would cut the target block time from 75 seconds to 25, giving payments and swaps their first confirmation about three times sooner.

10月必须知道的山寨大事件： hyperliquid:native 8亿美元解锁、 ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 一次放14亿枚， base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 上7条链，CME上 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 （完整总结版） 10月1日 sui:native ：常规解锁，约1326万枚。 10月2日 solana:J6pQQ3FAcJQeWPPGppWRb4nM8jU3wLyYbRrLh7feMfvd ：约16.6亿枚悬崖解锁，约占当前流通盘47.7%，价值约1.13亿美元。 2Z：解锁后继续每周释放约3110万枚，一直持续到2029年。 10月5日 ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 ：约14.1亿枚投资人代币集中解锁，约占流通量14%，原本分散到2028年的投资人解锁被提前合并。 ENA：StablecoinX持有的约30.3亿枚ENA锁定期结束，但出售仍受Ethena Foundation限制。 ENA：团队和基金会后续月度解锁继续。 10月6日 hyperliquid:native ：核心贡献者理论解锁约992万枚，按近期价格对应8亿美元以上，约占流通盘4%—4.5%。过去实际领取量经常低于理论值，重点看链上实际Claim。 ETH：Glamsterdam升级正式登陆Sepolia测试网，主网上线仍瞄准Q4，具体日期未定。 monad:native ：Monad在新加坡Open大会公布“Privacy is coming”相关隐私产品/基础设施。 ZEC：NU7测试网推进。 solana:CLoUDKc4Ane7HeQcPpE3YHnznRxhMimJ4MyaUqyHFzAu ：Sanctum计划销毁约2.59亿枚SANC，相当于总供应25%。 10月7—8日 TOKEN2049 Singapore：2.5万+参会者、7000+家公司、300+嘉宾，BlackRock、J.P. Morgan、Morgan Stanley、Nasdaq、NYSE、CME等机构参与。 sui:native ：Sui Basecamp举行，重点看AI Agent、自动支付、稳定币、Agentic Finance，以及600万+ TPS现场测试。 10月8日 ripple:native ：XRPL Permission Delegation预计激活，允许账户在不交出主密钥的情况下授予其他账户特定权限。 10月9日 XRP：XRPL Batch原子批量交易及配套安全修复预计激活，可把多笔交易打包执行，适合链上结算、支付和DvP场景。 10月11—12日 aptos:native ：约1130万枚常规解锁。 10月14日 美国CPI：9月通胀数据公布，直接影响10月底美联储预期。 10月15日 filecoin:native ：Protocol Labs和Filecoin Foundation六年归属结束。 FIL：每年约6670万枚归属释放消失，只剩约2200万枚/年的区块奖励，毛新增供应下降约75%。 美国PPI公布。 10月16日 ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 ：约9260万枚月度解锁。 10月17日 solana:DBRiDgJAMsM95moTzJs7M9LnkGErpbv9v6CUR1DXnUu5 ：约6.18亿枚解锁，约占流通盘10%。 10月19日 ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 ：CME计划上线Uniswap期货，标准合约1万枚UNI，Micro合约1000枚UNI。 bitcoin-cash:native ：CME同步计划上线Bitcoin Cash期货。 10月20日 ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd ：约2360万枚解锁。 zcash:native ：NU7主网激活决策窗口。 10月21日 AERO：Aerodrome和Velodrome正式合并升级为Aero。 base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 ：首发覆盖7条链：Base、Ethereum、OP、Arc、Ink、Robinhood Chain、Arbitrum。 10月25日 plasma:native ：约2.28亿枚解锁。 10月27—28日 FOMC：美联储10月议息会议，28日公布利率决定。 10月底 OP：月度解锁。 solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn ：10月累计预计释放约70亿枚。 solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN ：10月累计预计释放约2800万枚。 SOL、WLD、RAIN等：持续线性释放。 10月内： canton-network:native / Canton：DTCC Tokenization Service计划10月正式上线，首批重点是DTC托管的美国国债，后续扩展到股票、ETF等证券。 near:native ：Bitwise现货NEAR ETF上线后的第一个完整资金流月份，首日净流入约3550万美元。 ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 ：V4存款已经突破10亿美元，并继续向Base、Arc扩展。 ethereum:0xe28b3b32b6c345a34ff64674606124dd5aceca30 ：CypherOS目标仍是Q4。 ethereum:0x808507121b80c02388fad14726482e061b8da827 ：继续预告无收益资产的PT/YT市场。

算力攻击不一定长得像租来的 GPU。 2018 年 9 月 6 日，Zcash 社区论坛那条 ASIC 长帖走到 #27353#/4847。bitcartel（公开署名，亦写作 比特卡尔 / Simon Liu）没有再争论「参数再调一档够不够」，而是把观察压成两句： “So ASICs can be used to attack a network…” “…perhaps it wasn’t someone renting GPUs from NiceHash, but actually Equihash ASICs that were used to attack Zencash and Bitcoin Gold.” 先把攻击面说清楚：ASIC 不只是提速工具，也可以被用来打网络。再补一句当时许多人容易漏掉的可能——表面上像 NiceHash 租 GPU，骨子里也许是 Equihash ASIC 在打 ZenCash 与 Bitcoin Gold。他把「租算力」与「专有矿机」拆开看，提醒社区别把攻击外观误认成攻击本质。 这和同帖里别处谈的「社会契约」「个人立场」不是同一条线。#4847# 盯的是攻击归因：当哈希战争发生时，你凭什么判断对手手里拿的是可租的 GPU，还是已经量产的 Equihash ASIC？归因错了，对策就会跟着错——你会以为关掉租算力市场就够了，却放过真正改变战场形态的那一侧。论坛公开记录里留下的，不是口号，是一次对「攻击长什么样」的纠偏。 把时间线往后接：论坛里把「ASIC 可被用来攻击网络」写进公开讨论，工程上再往前一步，就是让工作量证明本身更难被专有矿机垄断。Scash 协议骨架贴近 Bitcoin，PoW 选 RandomX——文档写明任何人只要有一台电脑就能参与出块、帮助保护网络；RandomX 先在 Monero 网络落地，并成功抑制了专用 ASIC 矿机的发展路径。家用电脑重新成为默认参与者，而不是专有矿机广告里的旁观者。公平挖矿不是口号墙，是让攻击侧更难用「一套专有硬件」改写整条链的参与门槛。 下次再看见「有人在砸链」的传闻，你会先问：那是租来的 GPU，还是已经量产的 ASIC？ #scash# #算力攻击# #EquihashASIC# #RandomX# #家用电脑#

pump/sol & pump/usd pairings, swapped some more solana into pump betting on weekly close > .0055 and .01+ shortly after already 5x off bottom from summer & leading altcoin thus far this cycle believe this breaking ATHs will raise ceilings for all new launches, still very underowned, yearlong accumulation & buybacks remain consistent with crosschain mobile app gaining traction ---- other general market thoughts zec 400 to 1600 in Q3, up from 40 in september of 2025, (500M -> 20B mcap) by far the top crypto performer of the past year, entering the double bubble turbulent area where price action becomes most volatile and blow off top ensues, i believe btc 2017 is best comp, aggressive uptrend+selloffs all year btc eth & sol holding above range highs after good move off the lows from the summer, pa has been clean, no large liq runs yet but believe most are still offsides, think higher before pullbacks hype & lit have been strong but recently sold off p aggro on robinhood perps integration news, believe this is the time period where it will make the most sense for hyperliquid & lighter to be aggressive with marketing, especially hyperliquid as i feel they have dominated but mostly exhuasted all of the liquidity of the crypto native cohort, hyperliquid has ~100k active traders? RH has 25M DAUs, want to see hyperliquid move aggressively into marketing towards more retail but also tradfi HNWI clients, am sure they are already thinking of ways to do this but is necessary step for them becoming 1T+ behemoth as Jeff envisions, partnership with Kraken on US integration is a big step this is also the area where i expect a lot of builders to capitalize, HL builder codes are designed in such a way that retail frontends can build easily on top, believe gamified hyperliquid mobile apps will be some of the most successful crypto apps this cycle, similar to trading terminals success last cycle with onchain coins, social trading has been huge sofar with onchain coins, but PNLs on perps are much larger & whoever figures out how to tap that liquidity wins huge ---- timing altcoins zec uptrend started sept 2025 hype uptrend started jan 2026 pump uptrend started july 2026 ZEHYPERPUMP still strongest 3 imo stating because i believe it will be important to be able to determine where different altcoins are in their market cycles, crypto does not trade one to one anymore, btc eth sol were all in downtrend for most of the year while hype outperformed aggressively, pump was in downtrend for a year straight while zcash pumped 20x, alt szns are an ever-rotating game, not something that happens all at the same time, being able to recognize when certain trends are beginning and others are ending is a necessary skill for compounding wins together if i had to guess in terms of timing macro trends in three parts, id say zec is in its last third, hype is in its middle third, & pump is in its first third it takes time for a base to build on assets before demand outweighs supply and uptrend begins & the opposite happens at tops when supply eventually outweighs demand go look at old coinbase & robinhood charts, same trend diff timeframe ----- anyway my point being i believe we are entering a new phase for alts doing well, onchain & cex alts, cex alts currently have extreme discounts because of how poorly they did last cycle, imo this is your opportunity for identifying gems in the piles of trash, because there are some out there and most still believe crypto is a scam there is a lot of sidelined capital looking for things to bid, VCs & smart retail alike the time to make your list of which coins to start buying is now, everything is floored ------ TLDR: Q4 bias: bullish, pullback + OI wipe in October, early bull market but late lev entries dangerous, high conviction spot positions safe highest conviction: PUMP invalidation levels: 74k, 73, .0034, 750, 95 concerns: rates/war/dxy strength

9.30梭哈晨报： 这个美光超预期了，但是毛利率不及预期市场又砸了，挺好玩的，反正只要有任何一个不满足市场预期就是利空？ 1. $BTC 可恶的画门，昨天一堆人追上去，空军止损，然后直接回来了，溜溜球行情吗？ 2. $ETH 跟着大饼画门，二哥不笑大哥； 3. $SOL 小弟生态最近很火热，金狗频出，但是资金乱打了； 4.灰度旗下 Zcash ETF 完成“3-for-1”份额拆分，今日起按拆分后基准交易； 便宜的zcash etf能买到了； 5.渣打银行预测：Ethena USDe 规模将达 400 亿美元； 持续喊单中，渣打银行仓位应该挺大的 6.Solana Company溢价5%完成1500万美元融资，资金拟用于增持SOL或回购股票； 少有几个还活着的财库啊； 7.BPI：MSCI新分类标准或仍将Strategy与Metaplanet排除在外； 8.美伊谈判陷入僵局，鲁比奥向伊朗代表团下「逐客令」； 9.Hyperliquid开发团队HyperLabs申请赎回375万枚HYPE，价值约3.375亿美元； 预计10.7号抵达战场； 10.ESMA提议扩大MiCA监管范围，拟覆盖DeFi入口、质押及加密借贷服务； 11.BitMart公布初步重组方案：用户可选择即时分配、黑客追回代币或未来收益代币； 黑客是什么故事，怎么不做了，又变成重组了，有瓜吗？ 12.美 SEC 起诉两家私募基金：涉嫌虚假销售 OpenAI、SpaceX 等 Pre-IPO 股份并挪用投资者资金； 话说，有没有可能起诉币圈的交易所？ 13.Michael Saylor：STRC优先股10月股息率仍维持12%； 难怪一直这么没钱拉盘了； 14.美联储卡什卡利：预计今年再加息一次，2027年再加息一次； 15.Aave创始人：密切关注MetaMask质押事件，Aave市场未受影响； 到底是什么人还在用小狐狸？ 16.Chainlink推出Fulcrum跨链机构回购产品； $link 好久没表现了； ----------------- 都忘记了要说点啥了，昨天追高的全部被套住了，还是得设止损啊，这都比我设置的止盈的地方亏的多多了😭。 本视频由 @mingyue00001 明月老祖，昨天逃顶的男人贡献。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#