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$ARX

9 pieces · Jul 2026 to Oct 2026 · 1 flagship

Sectors

Privacy9 AI7 Solana3 ZK1 L1/L21 Perps1

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Coverage per year

92026

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 $ARX

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.Map28 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.Thesis23 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.

Timeline · every piece, newest first

2026 9

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

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

Often covered with

Arcium26 Venice5 NEAR Protocol73 Zcash33 Zama17 Phala13 Aztec28 Nvidia20

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