Five tokens to watch: ARX, ZAMA, NEAR, PEAQ and CODEC
Post183 words
Short list of five tokens with one-line theses: Arcium's MPC compute, Zama's FHE for institutions, NEAR's agent economy infra, peaq's machine economy base layer and Codec's robotics stack.
5 tokens with gud tech/narrative alignment for the next few weeks and months that I'm eyeing rn:
- $ARX (encrypted supercomputer powered by decentralized MPC network for private AI, and all sorts of encrypted compute use cases, incl their confidential token standard cSPL on Solana)
→ DYOR: @Arcium
- $ZAMA (FHE protocol that enables confidential assets to be issued, traded, and managed on public blockchains with heavy focus on enabling institutions through private, verifiable, and programmable onchain computations)
→ DYOR: @zama
- $NEAR (open infrastructure powering the agent economy, enabling confidential execution & inference, capable of >1 million TPS, and unifying liquidity across 30+ chains)
→ DYOR: @NEARProtocol
- ethereum:0x1eef208926667594e5136e89d0e9dd6907959197 (the base layer for the machine economy, enabling robots to do business onchain, and empowering anyone to activate their machines, finance them, and build new multichain apps around them)
→ DYOR: @peaq
- solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump (full robotics stack: simulate and train in SimArena, build on Codec’s framework (Fabric as compute layer, OPTR as runtime), get on a factory floor through the foundry (their accelerator program), and fund your idea on @machinedotfun)
→ DYOR: @codecopenflow
What came next · since 08 Sep 2026
Show how the 5 covered assets moved
This is a landscape piece, not a set of calls. Price moves since publication are shown as market context.
Since then
Maps are snapshots; see each asset's hub for later coverage.
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis or market take is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.