a16z 趋势洞察：2026 年，隐私将成加密行业的关键护城河

Group 1 - Privacy is becoming a crucial competitive advantage in the blockchain space, as existing blockchains have significant shortcomings in privacy features [2][3] - The concept of "privacy network effects" is introduced, where privacy not only enhances security but also creates a lock-in effect for users, making them less likely to switch chains [2][3] - The transition between private and public chains poses risks of identity exposure, making privacy a core requirement for most real-world applications [2][3] Group 2 - The emergence of new chains with privacy features could lead to a "winner-takes-all" dynamic, where a few privacy-focused chains dominate the market due to user loyalty [3] - The need for decentralized communication tools is emphasized, as reliance on centralized servers poses risks of government intervention and data breaches [5][6] - The concept of "Secrets-as-a-Service" is proposed, which aims to integrate privacy as a fundamental infrastructure rather than an afterthought, ensuring data access control and client-side encryption [8][9] Group 3 - The DeFi sector is urged to shift from heuristic security practices to a principle-based approach, focusing on enforcing key security attributes through code [11] - The evolution from "Code is Law" to "Spec is Law" reflects a need for systems to automatically enforce security properties, potentially preventing attacks before they occur [11] - AI-assisted tools are being developed to help create specifications and invariants, streamlining the process of ensuring security in DeFi applications [11]