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Arcium

26 pieces · Oct 2024 to Oct 2026 · 5 flagship

Sectors

Privacy24 AI18 Solana7 DePIN5 ZK3 L1/L23

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Coverage per year

32024

122025

112026

Price and coverage

Arcium $ARX

Calls: 6 bullish
Since first call, bullish: +32%
Since latest call, bullish: 0.0%
Now: $0.213

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Arcium

Map11 Oct 2026Privacy ecosystem map v1: private money to confidential computePrivacy asset map with mcap/FDV, 7d and 30d moves and ATH distance. Notes STRK up 99% in 7d on the quantum trade and Arcium's ARX trading 370x below ZEC and 19x below VVV on mcap.Map17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.Market take18 Oct 2026Rektober outlook: quantum, privacy, AI, robotics, DeFi, RWA and HyperliquidDespite a weak market, he sees renewed opportunity in PQ and privacy infra, AI and robotics exposure, maturing DeFi (perps, onchain options, propAMMs), RWAs and a widening Hyperliquid ecosystem. Links his recent write-ups on each theme.

Timeline · every piece, newest first

2026 11

23 Oct 2026Arcium Blackthorn supply gap: 600 to 4,500 rentable confidential GPUs worldwideArcium's survey of about 80 providers, cited in Four Pillars' Blackthorn deep dive, counts only 600 to 4,500 rentable confidential GPUs, about 0.04% of capable NVIDIA chips. Blackthorn drops the host enclave and binds the GPU to the live key exchange; Charité Berlin is reportedly its first production partner.ThesisPrivacyAI

21 Oct 2026Arcium Blackthorn vs Venice: private AI inference without the Intel TDX chipVenice's encrypted mode relies on Intel TDX, which TEE.fail and DDRop attacks undermined; Arcium's Blackthorn removes the CPU TEE and splits session keys across MPC nodes. ARX trades at $49M mcap vs VVV at $1.3B, a gap he bets will close.ThesisPrivacyAI

18 Oct 2026Rektober outlook: quantum, privacy, AI, robotics, DeFi, RWA and HyperliquidDespite a weak market, he sees renewed opportunity in PQ and privacy infra, AI and robotics exposure, maturing DeFi (perps, onchain options, propAMMs), RWAs and a widening Hyperliquid ecosystem. Links his recent write-ups on each theme.Market takePrivacyAIHyperliquid

11 Oct 2026Privacy ecosystem map v1: private money to confidential computePrivacy asset map with mcap/FDV, 7d and 30d moves and ATH distance. Notes STRK up 99% in 7d on the quantum trade and Arcium's ARX trading 370x below ZEC and 19x below VVV on mcap.MapPrivacyZKL1/L2

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps

23 Sep 2026Why ARX: MPC as the one privacy stack across money, compute and AIArgues Arcium's MPC covers what Zcash (no programs), Zama (FHE speed, 13-node committee) and Venice (TEE trust) each miss. ARX at $45M mcap sits 570x below ZEC and 32x below VVV, with C-SPL and Blackthorn not yet live.ThesisPrivacyAISolana

17 Sep 2026Arcium: live MPC network with C-SPL and Blackthorn as ARX repricing catalystsArcium's MPC network is live while C-SPL (private money) and Blackthorn (private AI) are pending. ARX sits 610x below ZEC and 32x below VVV by his count, a gap he expects to narrow.ThesisPrivacyAI

15 Sep 2026Why he added ARX: C-SPL and Blackthorn as catalystsArcium's MPC network has run since Feb with 2.5M+ computations; C-SPL and Blackthorn would tie it to private money and private AI. ARX at $33M mcap is 33x below Venice with no unlocks until June 2027; risks are C-SPL delays and fees paid in SOL.ThesisPrivacyAISolana

08 Sep 2026Five tokens to watch: ARX, ZAMA, NEAR, PEAQ and CODECShort 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.MapPrivacyAIRobotics

12 Jul 2026Arcium analytics dashboard: network pulse, MXE leaderboard, holder mapFree realtime dashboard on open Arcium data: computations, clusters and nodes from the explorer, a ranked MXE program leaderboard, a Helius-based holder scan, CoinGecko valuation scenarios and Grok sentiment.Build logPrivacyToolingSolana

01 Jan 2026Programmable privacy as a leading 2026 narrativeCalls 2025 the breakout year for privacy led by Zcash and expects programmable privacy to lead 2026, pointing to ZK (Aztec), MPC (Arcium), FHE (Zama) and TEE (Phala) as the stack to study.ThesisPrivacyZK

2025 12

31 Oct 2025Arcium C-SPL and Western Union's 2026 Solana stablecoinWestern Union plans a stablecoin on Solana in 2026, and Arcium's MPC-powered C-SPL confidential token standard could add private payments on top. Framed as an example of the value network extensions bring to an L1.Market takePrivacyStablecoinsSolana

28 Oct 2025Solana catalysts: ETF, Firedancer, Alpenglow, network extensionsLists Solana catalysts: spot SOL ETF filings, Firedancer, Alpenglow finality of 100-150ms in early 2026, Jito BAM, DoubleZero and network extensions like Bullet and Arcium. Concludes it may be the best bet among majors besides HYPE.ThesisSolanaL1/L2Regulation

26 Oct 2025Five reasons to watch Arcium: MPC privacy network on SolanaLists why Arcium matters: privacy narrative gaining traction, leading MPC network, acquisition of its largest Web2 competitor, confidential compute demand across AI, healthcare and DeFi, and a Solana-first but chain-agnostic design.ThesisPrivacySolana

23 Oct 2025MPC primer: Arcium's BDOZ and Cerberus protocol explainedWalks through Arcium's MPC primer: secret sharing, Beaver triples, BDOZ MACs for malicious security, and Cerberus optimizations including multicast and identifiable cheating. Explains the offline/online phase split.ExplainerPrivacy

28 Aug 2025The DeAI stack by layer: apps, agents, execution, data, compute, privacyMaps the DeAI stack into eight layers with example projects: application/UX, agent infra, AI-native execution, inference, data marketplaces, GPU compute, privacy, and storage/DA. Stresses the space is broader than compute networks and agent coins.MapAIDePINPrivacy

27 Aug 2025Programmable privacy: the next multi-billion dollar infrastructure layerSummary of the A1 Research report on programmable privacy. Compares MPC, FHE, TEEs and ZK trade-offs, maps 12 projects by approach, and argues winners will use hybrid architectures and win on developer abstraction.BreakdownPrivacyAIDeFi

21 Jul 202520 pre-TGE projects without Kaito leaderboards: ZK, privacy, AI and CLOB infraA watchlist of 20 pre-TGE projects without a Kaito leaderboard, grouped implicitly across Bitcoin ZK rollups, proof verification, AI infra, CLOBs, privacy (MPC, FHE), stablecoin infra and oracles.MapZKPrivacyAI

14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.ThesisAIDePINPrivacy

27 Jun 2025Data confidentiality as a blocker for AI startups and the case for MPCObserves from two Swiss startup pitches that data confidentiality and compliance recur as the main challenge for AI products handling sensitive user data. Argues MPC networks such as Arcium, Nillion and Lit are built to address it.Market takePrivacyAI

17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.MapAIDePINPrivacy

11 Jun 2025Ultimate Crypto x AI Landscape Overview (first edition)Initial 4-part landscape of DeAI across compute, privacy, verifiable ZK compute, training, user-owned models, inference networks, storage, agents, identity, IP, data and InfoFi. Later reworked into the 14-category version.MapAIDePINPrivacy

09 Jun 2025Three infra token sales on Legion: Arcium, Inference Labs and eOracleSummarizes three upcoming Legion public sales: Arcium's MPC confidential computing on Solana, Inference Labs' zkML marketplace, and eOracle's restaking-secured modular oracle network that could challenge Chainlink.BreakdownPrivacyAIDeFi

2024 3

11 Dec 2024AI agent infra stack map: frameworks, compute, wallets, privacy, inference, dataMaps the infra categories key for AI agents with example projects: agent frameworks, decentralized GPU networks, TEE and MPC agent wallets, chain-abstracted smart wallets, privacy-preserving compute, verifiable inference and programmable data feeds.MapAIDePINPrivacy

28 Oct 2024Solana network extensions: ecosystem map and how they differ from L2sLists projects under Solana's network extensions and argues the term is defined by functionality while L2 is defined by architectural criteria, so the two are not equivalent. Points to an A1 Research summary.MapSolanaL1/L2

25 Oct 2024Privacy matters: PETs for AI and a map of encrypted compute protocolsArgues privacy-preserving technologies (MPC, ZK, FHE) are needed for AI on sensitive data and as AI agents dominate onchain activity. Lists encrypted-compute protocols for AI and separate private DeFi infrastructure.ThesisPrivacyAI

Often covered with

NEAR Protocol73 Zama17 Aztec28 Nillion35 Zcash33 Phala13 Bittensor34 Solana60

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