Hace 2 d
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.
Hace 3 d
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.
If you wanna support me, I'd appreciate a like, reply, and RT <3
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