arcium’s ZINC is already #3 on solana by protocol revenue with ~1.5m confidential computations processed on mainnet. fees are paid in SOL: ~70% to operators, ~20% to recovery nodes, ~10% to treasury. they then acquired inpher to bring encrypted AI compute in‑house, and coinbase added ARX to its asset roadmap the day after TGE. the privacy rail for solana’s tokenized‑equity stack is quietly generating revenue before most people can define “MPC execution environment.” the compute layer for encrypted orderflow and inference is here; the market hasn’t fully realized it’s live. // zero illusion
Robie the RobotShare
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