1/ Solana is becoming the most privacy-capable blockchain in crypto. @Spacemandev of Cohort 3's @Seedplex_io sat down with @Yrschrade to understand how @ArciumHQ is unlocking encrypted capital markets on @Solana — and it's way bigger than just privacy. Full interview 👇+ 🧵

2/ @ArciumHQ is the encrypted execution engine for Solana. Here's what makes it different: Privacy 1.0 (ZK Proofs): Isolated encrypted state Privacy 2.0 (Arcium): Encrypted SHARED state This unlocks an entirely new design space.

3/ What this enables on Solana: ✓ Dark pools & encrypted capital markets ✓ Confidential lending protocols ✓ Smart order routing across multiple dark venues ✓ Onchain programs managing confidential token balances ✓ Private AI training & inference with proprietary models

4/ Key tech breakthroughs: • 16,000x faster than FHE • Runs on basic hardware (no TEEs needed) • Dishonest majority security (only needs 1-of-n honest nodes) • MPC protocol you can actually build with • Write Rust, get encryption. All in a trustless, decentralized way

5/ Arcium works where privacy chains fail because it's a network extension on Solana, not its own L1. That means it can: - Tap Solana's existing liquidity from day one - Avoid cold start problem for dev adoption - Switch between public and private execution

6/ The institutional unlock is massive. Institutions can now: • Park millions without exposing P&L • Trade confidentially while tapping Solana's public liquidity • Access TradFi-style confidential trading venues onchain

7/ Timeline: Mainnet Alpha: Q4 2025/Q1 2026 🤞 Mainnet Beta: Fully permissionless nodes coming soon Teams building: @UmbraHQ - incognito mode for Solana Cohort 2’s @CrunchDAO - encrypted ML/AI Cohort 3’s @Seedplex_io - democratized, private access to early stage equities

@UmbraHQ @crunchDAO @seedplex_io TLDR: Encrypted capital markets are coming.