A friendly disagree here, @ArciumHQ deserves to be in the very green zone.
5 major bullish points for Arcium:
1️⃣ Parallelized confidential computing: The first network to combine MPC, FHE, and ZK in a parallelized architecture. Enables verifiable encrypted computation at scale – the missing piece for enterprise-grade privacy in AI, DeFi, and institutional use.
2️⃣ Strategic positioning in Solana’s stack: Backed by @cbventures, @aeyakovenko, @LongHashVC, and more; integrating directly into Solana’s AI and DeFi stack as the go-to privacy layer.
3️⃣ Dynamic, deflationary tokenomics: $ARX ties minting and burning to compute usage. Node operators stake proportional to demand, creating a supply model that scales with adoption, not speculation.
4️⃣ AI Partnerships with real data access: Through its CrunchDAO partnership, Arcium enables privacy-preserving model training on sensitive datasets (finance, healthcare, enterprise) – unlocking new value in the regulated AI economy.
5️⃣ Privacy ecosystem flywheel: Projects like @UmbraPrivacy’s $155M ICO prove Arcium’s role as a privacy hub. Each new protocol built on it increases demand for ARX compute, reinforcing network value.
Discuss.
Privacy is the next big use case crypto will enable.
My Tier List of Privacy Projects 🧵
⸻
➣ Bull 🐂
@Zcash: ZEC is up >500% in two weeks with billions in daily volume. The leading privacy token by mindshare and price performance.
@monero: Leading privacy token by valuation & tech, 11-year censorship resistance, ongoing development, institutional liquidity & adoption.
@aztecnetwork: The first private ZK-rollup on Ethereum with Deutsche Bank and Falcon Bank partnerships, addressing compliance issues for TradFi.
@RAILGUN_Project: Rail enables a privacy solution for the entire DeFi infra, not just payments. $RAIL has seen a huge 400% price rally in the last week.
@iEx_ec: The first protocol to bring TEEs to Arbitrum with builders actively integrating it. OG & battletested privacy project.
⸻
➣ Crab 🦀
@SecretNetwork: Innovative tech (privacy-preserving smart contracts on Cosmos). It has a vision and potential, but traction is lagging, and competitors are moving faster.
@nillionnetwork: Nillion integrates FHE, MPC, and TEE into a unified privacy computing network. My concern is the high FHE computational costs that make it impractical for many large-scale, real-time apps.
@ArciumHQ: Arcium builds a confidential computing network using MPC, FHE, and ZKPs for MXEs. Gud tek, but it's competing against established players, so it has to prove PMF.
@octra: Solid FHE tech with a unique isolated execution approach, but extremely low visibility, niche development languages. Might have a different opinion after they ship Mainnet.
⸻
➣ Bear 🐻
@OasisProtocol: Weak ROSE price action across all timeframes, diluted narrative, and it failed to capitalize on privacy narrative capital rotation.
@TornadoCash: Sanctioned in the US, and using it carries legal risk. All funds related to Tornado Cash risk falling under special AML investigations by CEXs.
@vergecurrency: Obsolete privacy tech has a history of 51% attacks proving weak security, zero meaningful development in years, and pure speculation-driven PA.
@hoprnet: Limitless adoption (only 400 running nodes) & their flagship private RPC is paused. Price has been lagging despite capital rotation into privacy.
⸻
What protocol did I miss?
Hope you enjoyed this post and found some new VALUABLE information.
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10,4 тис.
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