在針對金融監控的全球抵制浪潮中，Privacy Coins 重回聚光燈下

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Privacy coins are outperforming most of the crypto market in 2026, with assets like zcash, ycash, monero, zano, and midnight each posting gains tied to rising demand from both institutional and retail players, record onchain usage, and a global pushback against financial surveillance. Privacy Coins Reclaim Spotlight Amid Global Pushback Against Financial Surveillance Key Takeaways - Zcash hit $600 in May 2026, with Grayscale filing for a spot ZEC ETF that could reshape institutional privacy coin access. - Monero’s FCMP++ beta launched May 6, 2026, upgrading anonymity proofs against 150M+ blockchain outputs. - Midnight mainnet went live in 2026 with Google Cloud and Moneygram building on its zk-privacy infrastructure. - Zano participants send fUSD reserves past $10M as private stablecoin use climbs Privacy Coin Sector Roars Back Zcash (ZEC) touched $600 during intra-week trading in early May 2026, logging gains of 30 to 70% in a single week. That follows an 800% run in 2025, when the coin peaked near $740 before retracing. Shielded pool adoption now accounts for roughly 30% of ZEC’s total supply, up from 8% in prior years, meaning a growing share of the coin is actively used for confidential transactions. That metric has become a key signal for institutional investors who want utility data, not speculation. Moreover, earlier this year, Multicoin Capital disclosed a significant ZEC position built since February, citing confidential finance as essential infrastructure for onchain markets. The firm highlighted its position at Coindesk’s Consensus in Miami. Other exposure has come from funds linked to Arthur Hayes and Cypherpunk Technologies. Those disclosures triggered short squeezes and tens of millions in futures liquidations, amplifying weekly price moves. Grayscale has filed to convert its Zcash Trust into a spot exchange-traded fund (ETF), which would make it the first privacy coin ETF in the United States. The SEC completed a long review in January 2026 with no enforcement action, reducing a major regulatory overhang. Robinhood also added ZEC to its platform, expanding retail access. Upcoming protocol work includes Tachyon for faster private transactions and Zcash Shielded Assets for private custom token issuance. Zcash Fork Ycash Sees Tailwinds Alongside this, ycash (YEC), a 2019 fork of Zcash that shares its genesis history and Equihash-based privacy tools, posted weekly gains of 50 to 57% alongside ZEC’s breakout. Trading in the $0.45 to $0.57 range with daily moves of 7 to 12%, YEC has drawn traders looking for amplified exposure to the same privacy narrative. Still, liquidity is thinner, making moves sharper in both directions. Monero Readies for Upgrade Monero ( XMR) hit price levels between $500 and $800 so far this year, including multiple all-time highs, driven by onchain resilience and the biggest protocol upgrade in years. On May 6, 2026, the FCMP++ (Full-Chain Membership Proofs) and CARROT upgrade launched on beta stressnet. It replaces Monero’s existing ring-signature model with proofs against the entire blockchain history, now exceeding 150 million outputs. The result is a massively expanded anonymity set with improved scalability and lower transaction fees. Audits are ongoing. Monero’s development team describes it as the most important privacy advance since RingCT, and analysts covering the space broadly agree. Delistings from major exchanges over the past two years did not suppress XMR usage. Onchain activity remained steady, and price discovery continued through decentralized venues. Confidential Assets on Zano Grows Zano, a layer-one (L1) blockchain with mandatory privacy through ring signatures, stealth addresses, and confidential transactions, is building a private asset economy through its Confidential Assets feature. Enabled by the Zarcanum hard fork, Confidential Assets lets anyone issue custom tokens that inherit the same privacy protections as native ZANO. Senders, receivers, and amounts are fully hidden. All issued assets share a single anonymity set with the base coin, making them indistinguishable onchain. The flagship product is Freedom Dollar ( fUSD), a privacy-focused, over-collateralized algorithmic stablecoin launched in May 2025. It is pegged to the U.S. dollar, backed by audited ZANO reserves that recently passed $10 million, and transacts with no visible counterparty or balance data. Merchants can accept fUSD through the non-custodial Zano.cash point-of-sale system without KYC exposure. Beyond stablecoins, Zano’s infrastructure supports private NFTs, DEX trading, escrow, synthetic assets, and marketplace tokens. The ecosystem currently includes more than 12 applications. Midnight Attracts Institutions Midnight, developed by Input Output Global within the Cardano ecosystem with roughly $200 million in backing from Charles Hoskinson, launched mainnet in late March 2026 following a December 2025 genesis block. It uses zero-knowledge proofs for selective disclosure, meaning users and institutions control exactly what data is visible to auditors or regulators, while keeping everything else private. That model addresses a problem transparent blockchains have not solved: institutions cannot expose trading strategies, client data, or fund positions on a public ledger. Midnight launched with a partner set that includes Google Cloud, Moneygram, Worldpay, Bullish, Etoro, Pairpoint by Vodafone, and Blockdaemon. These partners are running federated nodes and deploying applications from day one, targeting confidential prime brokerage, tokenized real-world assets, digital identity, and compliance-sensitive settlement workflows. Hoskinson has described the product as fixing what he calls blockchain’s “design flaw” for mass adoption. Appetite for Financial Privacy Keeps Expanding The broader context tying these projects together is a shift in how financial privacy is valued. Regulators in South Korea, the Netherlands, and Australia pushed stricter anti-money laundering (AML) and know-your-customer (KYC) rules targeting privacy coins in late 2025. The Financial Action Task Force issued updated guidance on anonymity-enhancing technologies during the same period. Rather than suppressing demand, those moves made the case for privacy assets more visible. Users and institutions seeking censorship-resistant transactions responded by adding exposure, not reducing it. Capital has rotated into privacy coins as a distinct sector, with funds breaking long-term technical resistance levels. The combination of thin liquidity from exchange delistings, rising institutional interest, and real onchain usage data has produced outsized moves in privacy-related assets. Many expect the structural tailwinds to continue, though further delistings or banking restrictions remain real risks. The sector is no longer driven by retail speculation alone. Institutions treating financial privacy as a practical requirement, not a political statement, are now a material part of the demand picture.

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ID：d02df2f2bc

来源：Bitcoin.com

发布：2026-05-08 17:50:43

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