I told you I liked $Avici as a trade at $0.4
I’m now telling you I like $Umbra as a trade at $1
Mainnet is less than two weeks away and @kru_tweets has a load of catalysts he’s been holding back:
-sdk going live, already six projects building on umbras sdk with another 50+ applications. Some very big projects in the list….any project on solana can use umbra to add a privacy layer
-Wallets, swaps, shielding all going live with mainnet launch. Currently closed beta has 6k users signed up ready to go once its open next week
-Umbra will generate revenue from all tx’s as well as projects using their sdk
-Only exposure to @Arcium which promises to be a privacy leader. Expect more on this re umbra <> arcium
-Highest meta raise @ $155mil. Vc bid already there since the raise and lots of onchain evidence of more vc’s/institutions loading the last two weeks…..
-Zec <> Sol bridge going live soon. Built using umbra tech and it will free up new liquidity for privacy
$Rail is the sdk privacy layer for evm @ $180mil
$Umbra is about to become the sdk layer for solana @$10mil
Privacy szn
Ownership szn
Umbra szn
Really like $Avici as a trade here
-$35mil committed in the sale but 90% refunded = instant sidelined demand
-Currently around Ico price
-Legit adoption and demand for their product. Whilst $Karma is a great project, $Avici is much further down the line in it’s development and adoption = should be worth multiples more
-No unlocks to worry about
-Best placed to establish themselves as the neo banking leader onchain, a narrative which I only expect to gather more interest in the months to come
Market uncertainty has created a price inefficiency here presenting good r/r
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