Sentiment around $ZAMA is noisy, but the tell was how
@Zama Protocol handled the public sale refunding the liquidity pledge prioritizes long‑term alignment over optics. I’m not here for a day‑1 print, I’m here for the rails
The underpriced piece is UX: clean viewing‑key rotation, shared decryption policies for teams and DAOs, payer‑pays private flows for B2B. If those ship, private finance becomes normal, not niche. Token‑wise
I’ll watch whether encrypted compute fees, KMS/operator rewards, and coprocessor markets form real demand sinks instead of farm‑and‑dump incentives. Feb 2 sets tone; my dashboard is contracts invoking FHE ops per day, coprocessor utilization, time‑to‑decrypt, and builder retention
#ZAMA