hot take: onchain privacy has a much smaller market than most people realize.
some back of the napkin math:
- even on zcash, only 25-30% of transfers are shielded, since default is public transfers.
- a major chain like Solana's "real economic value" = ~2B in chain fees + jito priority ordering (from blockworks SOL dashboard)
- add on ~5B in application level fees, SOL ecosystem has ~7B in total economic value
- suppose 25-30% of tx vol is private - this would mean a solana privacy TAM of 1.5-2B.
lesson learned: its insanely hard to grow a unicorn through just private transfers...
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