☑️프라이버시 내러티브, 이번엔 아즈텍(Aztec)인가

바이낸스 프리마켓에 상장된 아즈텍(Aztec), 이제 내일이면 TGE네요. 일정이 가까워지면서 시장에서도 슬슬 방향성 체크하는 구간입니다.

1. 프라이버시 구조
- 기존  :  프라이버시를 얹는 구조
- 아즈텍 : 프라이버시가 기본값
프라이버시 인프라 체인에 가까운 구조

2. 기술 스택
- PLONK : zkSync, Polygon 등 주요 체인 활용
- Noir : ZK 회로 개발 언어, 빠르게 성장 중인 개발 스택

3. 투자 서사
- a16z $100M 투자, 아즈텍(Aztec)
- 프라이버시 = 블록체인 기본값(금융 인프라 경쟁 영역)

4. 활용 영역
- 기관 거래 / 스테이블코인 / RWA / 온체인 금융에서 컴플라이언스 + 기밀성 동시 충족 구조

프라이버시 내러티브에 기관 수요, a16z 서사까지 붙은 구조라서 단순 신규 토큰이라기보단 인프라 대표 체인으로 자리 잡을지 지켜볼 구간 같네요.

#KOL

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☑️Privacy Narrative, This Time It's Aztec

Aztec, listed on the Binance Premarket, will reach its TGE tomorrow. As the deadline approaches, the market is slowly assessing its direction.

1. Privacy Structure
- Existing: Structure that adds privacy
- Aztec: Privacy as the default
Structure close to a privacy infrastructure chain

2. Technology Stack
- PLONK: Utilizes major chains such as zkSync and Polygon
- Noir: ZK circuit development language, rapidly growing development stack

3. Investment Narrative
- a16z invests $100M in Aztec
- Privacy = Blockchain default (Financial infrastructure competition)

4. Application Areas
- Institutional transactions / Stablecoins / RWA / Structure that simultaneously meets compliance and confidentiality in on-chain finance

With the privacy narrative, institutional demand, and the a16z narrative attached to it, it seems like a time to watch whether it will establish itself as a leading infrastructure chain rather than simply a new token.

#KOL

The previous Polymarket player made a staggering $106,000 in one year with 61,793 trades.

A small profit yielded $100,000.

Ethereum
Daily market data review and trend analysis, produced by PANews.
1. Market Watch: Tonight at 21:30, the US Bureau of Labor Statistics will release the January non-farm payroll report and make an annual baseline revision. The market expects only 70,000 new jobs to be added in January, with the unemployment rate remaining at 4.4%. However, many economists predict that the data may be far lower than expected, even close to zero growth, and the annual revision may erase more than one million jobs. The market is betting that the Federal Reserve may cut interest rates two to three times this year. Analysts point out that if the non-farm payroll data is lower than expected, the dollar will be under pressure, and gold may have a chance to rebound. ...

Trading Moment: With the non-farm payroll data release imminent, Bitcoin is challenging the 65,000 support level. The market is likely to remain volatile in the short term.

Despite being worth hundreds of billions, his living room was still leaking after he was released from prison.