#稳定币 Keep an eye on Zama's mainnet launch. FHE encrypted stablecoin transfers only cost $0.13, and this threshold has now dropped to a usable level.

Honestly, privacy assets have always been a niche track, but from the movements of internal traders at exchanges, more and more large funds are positioning themselves in privacy-related holdings. The key is that the emergence of privacy stablecoins like cUSDT has changed the game—previously, privacy assets had poor liquidity and high transaction costs. Now, with native on-chain privacy transfer solutions, large fund activities are no longer exposed on the chain, which is very attractive to some aggressive traders.

Recently, I’ve been observing how quickly top traders are following the privacy narrative. Some have long been positioning around the FHE concept, and now the mainnet launch is the moment to realize those plans. If your risk appetite is high, you might consider following privacy asset traders with smaller positions during this window— but be sure to set stop-losses, as the volatility of privacy concepts often exceeds expectations, requiring sufficient risk buffers.

How far the privacy narrative can go by 2026 is still uncertain, but at least now there is a reliable technical foundation, no longer purely story-driven.