#隐私币和隐私钱包 The first key milestone after Zama's mainnet launch is here—the OG NFT claim portal opens today. Based on on-chain data, the signals behind this are worth paying attention to.

First, the practical application value of technological breakthroughs: FHE fully homomorphic encryption enables confidential ERC-20 transfers on Ethereum L1, with a single transaction cost of $0.13. This indicates that the cost bottleneck of privacy computing is being broken. Compared to previous solutions, this data is significant—it means that privacy interactions are moving from theoretical to usable stages.

The opening of the NFT claim portal essentially signals the start of ecosystem incentives. From a fund flow perspective, early participants can acquire NFTs at nearly zero cost, but the subsequent liquidity and value-bearing potential need to be observed. The key is to watch the scale of claims and subsequent holder behavior—if many whale addresses participate, it indicates growing market confidence in the privacy ecosystem; if large transfers or exchange inflows occur shortly after claims, that’s another signal.

The privacy computing track is still in its early stages. The practical significance of Zama’s current move is to lower the barrier for user participation, allowing more on-chain participants to experience the actual effects of privacy interactions. In the short term, attention can be paid to trends in contract interaction data and address activity.