$XMR / $ZEC = anonymity-first, fighting regulators by living outside the system $ROSE = smart privacy, trying to be the bridge where privacy + compliance can coexist the core tech angle is confidential compute. Sapphire is their confidential EVM runtime, built around TEEs. so data stays private during execution, but you still get selective disclosure when audits or compliance are needed. the privacy narrative is also getting upgraded by AI. agents running strategies on a public ledger are basically leaking their own alpha and wallet state. @OasisProtocol leans into this with ROFL (Runtime Offchain Logic), which is verifiable offchain compute inside TEEs, with onchain attestation. ROFL is a trust-minimized compute layer. you run heavy logic offchain (AI inference, trading logic, intent solving), then get cryptographic proof onchain that it ran correctly. ppl are starting to realize this gud tek, so $ROSE doubled from the bottom. the ecosystem is getting denser too: > Ocean’s confidential Predictoor → real $ROSE rewards > SemiLiquid building custody-native credit rails > Zeph, WT3, agent infra using ROFL > Accumulated Finance, Midas, Neby, Thorn filling the DeFi side > Nvidia GPU TEEs coming → private LLM compute onchain becomes real for smth positioning itself as the private layer for institutional AI, credit, and asset management, breaking out $130m cap while $ZEC and $XMR sit past $10B feels mispriced. think a solid privacy trade here.