AA｜链上交易员

$ARX is one of the more interesting privacy bets coming to Solana. @Arcium is building encrypted compute infrastructure, allowing apps to process sensitive data without exposing user balances, inputs, or transaction details. Why ARX is worth watching: • Arcium is positioned as Solana’s leading privacy protocol, with one of the most active encrypted compute networks globally. • The network has routed over 5M transactions, averaging roughly 10,000 daily transactions, while recently reaching a new transaction high. • Its C-SPL standard brings private balances and private transfer amounts to Solana tokens. This gives teams a path to build privacy-first payments, payroll, OTC trading, private funds, and compliant off-ramp products. • C-SPL is already being integrated by privacy-focused off-ramps, showing early demand beyond a concept stage. • Arcium acquired Inpher’s core team and technology. Inpher worked on private computation, partnered with NVIDIA, and previously raised $25M from JPMorgan. • Arcium raised $14M from Coinbase Ventures, Jump, Greenfield, Toly, Mert, and others. Its last public sale implied a $200M FDV. Focus on my key word “jump” • ARX launches with 21% circulating supply, with public-sale tokens representing only 2% of supply. There are no further unlocks for 12 months after TGE. • Expected listings include Coinbase⁠, Bybit⁠, Binance⁠ Alpha, and Kraken⁠. The core thesis is simple. Solana has speed and liquidity. Arcium adds confidential computation, allowing applications to use private data without turning into black boxes. If encrypted balances, private transfers, and confidential onchain applications become a major category on Solana, ARX sits close to the infrastructure layer. I wasn’t eligible but best believe will scoop a little at these levels I expect a short squeeze to play out in the coming days due to the fud