anoncast：能否成為「隱私賽道新星」？

r，Odaily 星球日報

With the conclusion of the "US court ruling that the US Treasury Department's sanctions on Tornado Cash smart contracts are illegal", its token TORN once rose more than 10 times to reach $43, and the privacy track has once again attracted high attention.

隨著「美國法院裁定美國財政部對Tornado Cash智能合約的製裁非法」的結論，其代幣TORN一度上漲10餘倍，達到43美元，隱私賽道再次引發高度關注。

Taking advantage of this momentum, anoncast, the anonymous speech application under the Base ecosystem Farcaster protocol that had previously caused market FOMO, has also returned to the spotlight.

趁著這個勢頭，之前引起市場FOMO的Base生態Farcaster協議下的匿名語音應用anoncast也重新回到了人們的視線中。

Initially, the project's token ANON was bought by Ethereum co-founder Vitalik and Base protocol head Jesse Pollak. Later, Vitalik highly praised it for "having a great opportunity to showcase the best of free speech while avoiding the quagmire of spam and low-quality content." Yesterday, the app and the official X platform account had another farce of "ANONFUN vs anonfun token capitalization dispute."

最初，該專案的代幣 ANON 由以太坊聯合創始人 Vitalik 和 Base 協議負責人 Jesse Pollak 購買。隨後，Vitalik 高度讚揚其「有一個很好的機會展示最好的自由言論，同時避免陷入垃圾郵件和低品質內容的泥潭」。昨天，該應用程式與X平台官方帳號又發生了一場「ANOFUN vs anonfun 代幣大小之爭」的鬧劇。

Can anoncast become a "new star in the privacy track" in the future? Can the market value of ANON token reach a new high of 100 million US dollars? Can anoncast and Clanker create new sparks? Where will anoncast go in the future?

anoncast未來能否成為「隱私賽道新星」？ ANON代幣市值能否再創新高1億美元？ anoncast和Clanker能否擦出新的火花？ anoncast未來將何去何從？

Odaily Planet Daily will discuss the above issues one by one in this article for readers' reference. (Note: The following content does not constitute investment advice, please choose investment targets with caution)

Odaily星球日報將在本文中一一探討以上問題，供讀者參考。 （註：以下內容不構成投資建議，請謹慎選擇投資標的）

ANON’s counterpart token: TORN, the leader in the privacy track

ANON的對應代幣：隱私賽道的領導者TORN

On November 27, court documents from the U.S. Fifth Circuit Court showed that a U.S. court ruled that sanctions on Tornado Cash smart contracts were illegal.

11月27日，美國第五巡迴法院的法庭文件顯示，美國法院裁定對Tornado Cash智能合約的製裁非法。

When the news came out, the industry was in an uproar.

消息一出，業界一片嘩然。

After all, Tornado Cash was previously sanctioned by the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), which caused a lot of controversy. Tornado Cash founder and core developer Alexey Pertsev and Tornado Cash developer Roman Storm were also approved or criminally prosecuted by the authorities in the Netherlands and the United States in May and September of this year, respectively. The project token TORN also fell from a high of around $436 to around $2. Now, the privacy track has ushered in a turnaround.

畢竟，Tornado Cash先前曾受到美國財政部外國資產管制辦公室（OFAC）的製裁，引發了不少爭議。 Tornado Cash 創辦人兼核心開發者 Alexey Pertsev 和 Tornado Cash 開發者 Roman Storm 也分別於今年 5 月和美國當局批准或刑事起訴。該項目代幣TORN也從436美元左右的高點下跌至2美元左右。如今，隱私賽道迎來了轉機。

Later, the news was confirmed by Paul Grewal, Chief Legal Officer of Coinbase, who wrote:

隨後，該消息得到了 Coinbase 首席法務官 Paul Grewal 的證實，他寫道：

Privacy wins. Today, the U.S. Fifth Circuit ruled that the U.S. Treasury Department’s sanctions against the Tornado Cash smart contract were unlawful. This is a historic victory for cryptocurrency and all those who care about defending freedom.

隱私獲勝。今天，美國第五巡迴法院裁定，美國財政部對Tornado Cash智能合約的製裁非法。對於加密貨幣和所有關心捍衛自由的人來說，這是歷史性的勝利。

Now these smart contracts must be removed from the sanctions list, and Americans will once again be allowed to use this privacy-preserving protocol. In other words, the government’s overreach can no longer continue. No one wants criminals using crypto protocols, but Congress did not authorize a complete blockade of open source technology because a small percentage of users are bad actors. These sanctions expand the Treasury Department’s authority beyond recognition, and the Fifth Circuit agreed.

現在這些智慧合約必須從制裁名單中刪除，美國人將再次被允許使用這種隱私保護協議。換句話說，政府的越權行為不能再繼續下去了。沒有人希望犯罪分子使用加密協議，但國會並未授權完全封鎖開源技術，因為一小部分使用者是不良行為者。這些制裁將財政部的權威擴大到面目全非，第五巡迴法院對此表示同意。

Specifically, the court ruled that while the Treasury Department has the authority to take action against ‘property,’ the open-source, immutable smart contracts at the heart of Tornado Cash cannot be owned by just anyone and therefore are not ‘property’ subject to sanctions.

具體來說，法院裁定，雖然財政部有權對「財產」採取行動，但 Tornado Cash 核心的開源、不可變的智慧合約不能由任何人擁有，因此不屬於「財產」的管轄範圍。

Simply put, the Tornado Cash incident helped the cryptocurrency industry achieve a temporary victory on the grounds of "technology innocence".

簡單來說，龍捲風現金事件以「技術無罪」為由，幫助加密貨幣產業取得了暫時的勝利。

No wonder Balaji Srinivasan, former CTO of Coinbase and a well-known cryptocurrency entrepreneur, cheered: "Privacy wins. Smart contracts win. Tornado Cash wins. And OFAC loses."

難怪 Coinbase 前首席技術官、著名加密貨幣企業家巴拉吉·斯里尼瓦桑 (Balaji Srinivasan) 歡呼雀躍：“隱私獲勝。智能合約獲勝。Tornado Cash 獲勝。OFAC 失敗。”

As a member of the Ethereum ecosystem, Base ecosystem's privacy application anoncast will naturally have its own place.

身為以太坊生態的一員，Base生態的隱私應用anoncast自然會有自己的一席之地。

First of all, from the perspective of ecological position, anoncast is one of the "three great sovereign personal toolkits". Previously, Vitalik discussed anoncast together with the popular product Polymarket, the crypto prediction market, this year, saying that both of them practiced the goal of "cryptocurrency is to achieve concrete changes in the world and make the world more free, open and collaborative"; anoncast officials also previously issued a statement saying that they are listed as "sovereign personal tool components" together with Polymarket and Railgun, the former ensuring freedom of speech for anonymous individuals; the latter two are public opinion prediction and privacy protocols respectively.

首先，從生態地位來看，anoncast是「三大主權個人工具包」之一。此前，Vitalik 與今年熱門產品 Polymarket 一起討論了 Anoncast，稱雙方都實踐了「加密貨幣是為了實現世界的具體改變，讓世界更加自由、開放和協作」的目標。 anoncast官員先前也發表聲明稱，它們與Polymarket和Railgun一起被列為“主權個人工具組件”，前者確保匿名個人的言論自由；後兩者分別是輿情預測和隱私協議。

Secondly, from the perspective of token market value, ANON's market potential is still in the early discovery stage. According to Coingecko data, TORN's market value was close to $150 million at one time, based on its total supply of 10 million and actual circulation of less than 4 million. The price of a single token was as high as $436. In contrast, according to GMGN data, ANON's total supply is 1 billion, and its current market value is only $28 million, with a single token price of only $0.028. According to the corresponding token supply: market

其次，從代幣市值來看，ANON的市場潛力仍處於早期發現階段。 Coingecko數據顯示，以總供應量1000萬枚、實際流通量不足400萬枚計算，TORN市值一度接近1.5億美元。單一代幣的價格高達 436 美元。相比之下，根據 GMGN 數據，ANON 的總供應量為 10 億枚，目前市值僅 2,800 萬美元，單枚代幣價格僅為 0.028 美元。根據對應的代幣供應量：市場