ZK ZKsync Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:00
Sep 20
Sep 20
Milk Road
ZK L2s offer better on-chain privacy
ZK-based L2s like ZKsync, Aztec Network, and StarkNet use ZK/ZK-SNARKs to shield and mask transactions, and Katie finds them more interesting than pure privacy chains like Zcash because they can also attest that information is true on-chain without revealing the underlying data.
11:17
Jan 23
Jan 23
Unchained (Chopping Block)
Bullish on ZK stack capabilities
Luca is bullish on the ZK stack because after early usability problems it is now on par with the EVM, and building on ZK gives unique capabilities that other stacks do not have. He says he is glad Pudgy Penguins/Abstract picked it and that it now has its own bullish setup.
02:36
Jan 22
Jan 22
1. THE FACT: China's domestic NEV sales have reached a temporary peak.
1. THE FACT: China's domestic NEV sales have reached a temporary peak, but exports are picking up the slack, and new measures to support domestic demand are expected in the coming days/weeks.
2. THE BRIDGE: While domestic sales are temporarily plateauing, strong exports and anticipated government stimulus measures will continue to support the growth of Chinese NEV manufacturers.
3. THE VERDICT: Long Chinese NEV manufacturers, anticipating new government support measures and strong export performance.
About ZK Investor Commentary
Across the available history and selected sources, Buzzberg tracks ZK (ZKsync) across 5 sources: 6 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 67% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 9 total trade ideas tracked. Latest voices: Katie Talati, Luca Netz, @briantycangco.