A clear market gap, and no Bitcoin L2 looks close to shipping programmable, shielded BTC with L1-native security, sane UX, and verifiable auditability.
ZK is the path, enabling selective disclosure, proof-carrying tx, and client-side proving enable private transfer + programmability without trusted bridges or mixers.
The win conditions: BTC-native settlement, wallet-grade UX, and liquidity routes that don’t leak metadata.
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@Zcash is showing us the high demand for a private Bitcoin model. I wonder which Bitcoin L2 will be there first to crack privacy in a real way?
Programmable, shielded BTC could be the ultimate meta.