Stealth Treasury Model

The Stealth Treasury Model defines how ZKFund controls and moves capital without ever exposing a public treasury wallet.

In ZKFund, there is no address you can monitor, no balance you can track, and no transaction history you can analyze. This is intentional.

A public treasury turns capital into a signal. A stealth treasury turns capital into a governed state.


Treasury Without a Wallet

Traditional funds, even on-chain ones, revolve around a visible wallet:

  • One or more addresses

  • A readable balance

  • A traceable transaction history

ZKFund removes this concept entirely.

The treasury in ZKFund is not an address. It is a private state managed by rules, proofs, and constraints.

Control over assets comes from:

  • A valid governance proposal

  • A finalized vote

  • Approved execution proofs

  • Verified settlement constraints

Not from possession of a private key.


Why Public Treasuries Fail

A public treasury leaks information even when nothing “bad” happens.

Over time, observers can infer:

  • Strategy shifts from balance changes

  • Risk exposure from asset composition

  • Internal decision timing from transfers

  • LP behavior from inflows and outflows

This turns the treasury into a permanent intelligence source.

The Stealth Treasury Model exists to eliminate this leak entirely.


How Stealth Treasury Works

Assets governed by ZKFund:

  • Are held in shielded form

  • Move only through ZK Pool settlement

  • Are never associated with a fixed public address

Internally, the treasury state tracks:

  • Asset ownership

  • Allocations

  • Accounting variables

Externally, none of this state is visible.

From the chain’s perspective, the treasury does not exist as an object that can be inspected.


Rule-Based Control, Not Key-Based Control

In a stealth treasury, assets cannot be moved by “signing a transaction”.

They can only move when:

  • Governance authorizes an action

  • Execution thresholds are satisfied

  • Settlement rules are respected

Even a fund creator or manager cannot bypass these rules.

This ensures:

  • No unilateral control

  • No insider drain risk

  • No emergency key abuse

Authority is enforced by logic, not by trust.


Resistance to Observation and Targeting

Because there is no treasury address:

  • There is nothing to monitor

  • Nothing to front-run

  • Nothing to attack directly

The treasury cannot become:

  • A whale wallet

  • A MEV target

  • A social or legal pressure point

Capital exists, but it is operationally invisible.


Compatibility with Governance and Audit

Despite being invisible, the stealth treasury remains fully governed and auditable.

  • Every state change requires governance approval

  • Every movement produces a proof receipt

  • Rule compliance is always verifiable

Auditors can verify:

  • That funds were not misused

  • That constraints were respected

  • That no unauthorized action occurred

Without ever seeing balances or addresses.


Long-Term Privacy Guarantees

Unlike obfuscation techniques that degrade over time, the Stealth Treasury Model provides durable privacy.

There is no transaction history to mine. There is no address graph to analyze. There is no accumulation of metadata.

Privacy does not decay as the fund operates.


Why Stealth Treasury Is Foundational

Without a stealth treasury:

  • Private governance leaks at execution

  • Strategy becomes observable

  • LP privacy collapses

The Stealth Treasury Model ensures that capital can be governed, moved, and audited without becoming visible.

It is the reason ZKFund can support real funds—not just experiments—on public blockchains.

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