To me, the missing piece of the Futarchy eco was privacy I already own a bank (@AviciMoney), I own the future of DeFi (@omnipair), and I own the ENA of Solana (@solomon_labs)... but on the privacy side, I was still missing something inside the Futarchy @MetaDAOProject eco That said... and if you’ve read this far you already know what I’m talking about... today I decided to own @UmbraPrivacy $UMBRA Not gonna go super deep since most of you already know what Umbra does, but in short: Umbra is building Solana’s privacy layer, offering private transfers, private swaps, confidential amounts, and an SDK any Solana project can integrate. But the important part is this: Two weeks after their MetaDAO audit proposal passed, the team realized that shipping only an SDK would slow down adoption, so they shifted and started building the first privacy wallet on Solana as a reference implementation. They’re not waiting for others to adopt privacy; they’re proving it themselves Their product right now includes: 1⃣ Shielded pool supporting private transfers + private swaps 2⃣ Confidential balances and amounts via C-SPL 3⃣ Gasless withdrawals through a relayer network 4⃣ Wallet with native key creation, social logins, imports, hardware wallet support, and built-in compliance screening 5⃣ Anonymous internal swaps + private send/receive flows 6⃣ Full compatibility with standard Solana addresses Release 1 is almost complete. After launch, they’ll ship public/private swaps (powered by Jupiter or Titan) inside the app + encrypted transaction history Their Infra / Architecture: ✅ Umbra uses @Arcium’s encrypted execution layer for confidential balances + private state ✅ C-SPL (part of Arcium stack) provides the standard for confidential transfers on Solana ✅ Umbra adds the shielded pool, private swaps, relayer network, and SDK on top, forming a unified privacy layer any wallet, DEX, or app can integrate The product is great, but what’s even more bullish is the eco adoption happening before mainnet: ➡️ The SDK is their primary GTM path, over 50 teams in the first integration cohort ➡️ Several hundred users already on the wallet waitlist ➡️ ORE + other ecosystem teams integrating the SDK - ➡️ First-party wallet gives Umbra direct onboarding, removing reliance on external wallets Upcoming catalysts: ✅ Mainnet launch - December 10th ✅ SDK release to cohort-one teams next week ✅ App Store launch for the wallet ✅ Accumulating interest from ecosystem participants like @SOLBigBrain ✅ Strong dev demand for encrypted user flows + private balance handling ✅ Increasing narrative alignment around compliant privacy after recent Solana leadership commentary To me, @UmbraPrivacy is positioned to become the default privacy layer on @Solana The combination of: 1⃣ a composable privacy SDK 2⃣ a first-party wallet 3⃣ strong infra (Arcium + C-SPL) 4⃣ ecosystem integrations 5⃣ real demand 6⃣ real product ...gives them full control over both dev adoption and user experience + They're approaching mainnet with huge momentum, strong dev interest, a large integration pipeline, and a polished product stack ready for real usage And with its closest competitor sitting ~$181M (Railgun) Heavily undervalued imo Futarchy Mode