Notes
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Sillytuna(@sillytuna) was violently extorted, with 23.6M $aEthUSDC($23.6M) stolen!
The attacker has already converted most of the funds into 20.34M $DAI, while a smaller portion is being bridged to #Arbitrum and then deposited into #Hyperliquid to purchase $XMR.
https://t.co/icQlSqw0m1
https://t.co/CZxjqw85PE
https://t.co/gBLYoYC41u




Privacy coins are holding their ground.
Despite delistings from major exchanges and regulatory crackdowns, Monero transaction volumes remain above pre-2022 levels.
Nearly half of new darknet markets now exclusively accept $XMR, highlighting sustained demand for untraceable payments.
Network behavior analysis shows 14–15% of nodes operate unusually, potentially revealing transaction propagation patterns even without breaking encryption.
Monero’s Fluorine Fermi update now mitigates “spy node” risk, steering wallets to safer peers.
With privacy still in demand and technical safeguards improving, can XMR continue leading the shift in anonymous crypto payments?

从这波反弹行情,可以看出,可选的山寨币很少
Meme板块最强: $PEPE $Doge $Useless 我会认为是反扑扎空,看到doge涨,大家又说和马斯克相关的伟大叙事,这我没啥信仰,总之,二级这些meme,流动性都比较强,人话是大家还是愿意玩的。
AI板块: $Virtual 长期关注的,团队也是真的在做事,往往会带着TAO/render其他AI币一起反弹。上周项目方转了700万u币去币安,想上仓位都不知如何是好。
去年最牛的隐私板块: $ZEC $XMR 反弹幅度也挺好,这轮周期真的没有那么多很牛的山寨币。
春节档:看中了个 #我踏马来了 ,一姐这段时间常提到,大年夜不拉盘我就跑。还有一姐持仓中的 $KITE ,前面没关注,没机会上车,后面看看吧。
这轮玩山寨币的策略主要是,宁愿卖飞不死拿,多波段少格局,时刻保留子弹才是王道。
$ZEC ,门罗 $XMR ,达世 $DASH
在2025年后半年狂暴上涨
其共性在于两个字:隐私
隐私币的上涨
更多像资金在表达一个态度
链上资产规模越大,透明就越像一种缺陷
你可以接受交易可验证
但你很难接受自己像个直播间一样被围观
隐私能力要能进入主流公链的金融体系里,能被 DeFi、稳定币、机构资金直接用上
隐私要变成基础设施
@Arcium 就是冲着这件事来的
它的定位不是再造一条隐私链,而是做 encrypted compute
让数据在加密状态下也能被计算
交易、头寸、策略、订单流这些最敏感的东西,终于有机会在链上做到可用但不可见
Arcium 上主网,意味着隐私开始进入主流资本市场的结构里
1/ 加密世界的隐私缺口到底是什么
链上最大的问题不是能不能转账,而是转账之后会发生什么
你的资金路径公开
你的行为模式公开
你的仓位变化公开
你的交易策略公开
你越赚钱越容易被盯上,越大资金越容易被狙击
这会直接导致两件事
散户会被 MEV 吃掉体验
机构会觉得链上像裸奔,不敢把核心交易搬上来
所以隐私不是道德问题,是金融效率问题
2/ Arcium 在补的就是这个缺口
Arcium 做的是 encrypted compute
让应用在链上执行机密计算,同时还能保持可验证性
它覆盖的方向很明确
支付和稳定币
资本市场和 DeFi
AI 私密推理
机构和企业级用例
一句话理解
它想做的是 Encrypted Capital Markets
把加密市场从公开透明的游乐场,升级成能承接真实资本的金融系统
3/ 它已经跑出来的里程碑,信息量够大
融资
累计 1500 万美金
Coinbase Ventures、Greenfield 这些 VC 在
天使里有 Anatoly、Mert、Balaji、Meow 等 Solana 生态核心人物
收购
Arcium 收购了 Inpher
这家公司以前有 JP Morgan 和 Amazon 的支持,偏机密计算和 AI 隐私协议
生态
2025 年 5 月公开测试网
30+ pre-seed 团队用过
300+ hackathon 提交
Umbra 这个应用的 ICO 承诺金额做到 1.55 亿美金,Solana 历史最大
标准
它还在和 Solana 一起做 C-SPL
目标是机密代币的基础标准
这个东西如果跑通,后面 Solana 上很多资产和协议都会绕不开
4/ 重点来了,Mainnet Alpha 已经上线
Arcium Mainnet Alpha 已经 live,并且跑在 Solana mainnet 上
但它叫 Alpha,就说明它不是最终形态
目前网络是许可制
第一阶段 4 个节点运营者组成初始集群
先把稳定性和体验跑出来,再逐步增强隐私保证和去中心化
这个节奏其实更像做金融基础设施
先可用,再扩容,再开放
5/ 现在能参与的两件事
第一件,RTG
Arcium 的社区贡献系统 Retroactive Token Grants
替代传统空投和 InfoFi
逻辑是贡献换奖励,而不是刷数据拼运气
并且有 portal 能在 TGE 前看到自己的 token allocation
入口
https://t.co/2CdkEgKwgF
第二件,Umbra
Umbra 是 Arcium Mainnet Alpha 上第一款 live 应用
隐私钱包 + SDK
目前 closed beta
存款上限 500 美金
每周 onboarding 100 个用户
2 月公开发布,逐步解除限制

Dusk 页算在币安广场带起一波隐私赛道热潮,那分享一些主流隐私代币吧
早期代表包括 Zcash( $ZEC )、Monero( $XMR )、Dash( $DASH )、Litecoin( $LTC ),聚焦交易与地址隐私
新一代项目如 StarkNet( $STRK )、zkSync( $ZK )、Dusk( $DUSK )、Midnight( $NIGHT ),将隐私与 ZK、智能合约或合规场景结合
完全隐私方向则包括 NYM( $NYM )、HOPR( $HOPR )、XEL( $XEL )、ABEL( $ABEL )、GHOST( $GHOST )
@DuskFoundation #Dusk @scottchafin
New paid $XMR advertisement just dropped by central banker at World Economic Forum
Legendary move.
Gambler 0xD835 turned $3M into $18.35M in just 5 days.
5 days ago, he deposited 3M $USDC into Hyperliquid and went max-leverage short.
As the market fell, he kept rolling his profits into the position, pushing unrealized PnL above $15.35M.
Current positions:
1,667 $BTC ($148.2M)
45,523 $ETH ($134.8M)
928,898 $HYPE ($19.9M)
824 $XMR ($412K)

According to @zachxbt, a victim lost over $282M worth of $LTC and $BTC in a hardware-wallet social engineering scam.
The attacker swapped part of the $LTC and $BTC into $XMR, triggering a sharp spike in $XMR's price.
The attacker also used #THORChain to swap 818 $BTC($78M) into 19,631 $ETH($64.5M), 3.15M $XRP($6.5M), and 77,285 $LTC($5.8M).
Link:
https://t.co/RytHPoqVK4
https://t.co/0mE3CVaqkr
https://t.co/C8qVceFGPO



新年第一黑客大案直接点燃 $XMR :2026年1月10日晚上11点左右(UTC时间),一名受害者因硬件钱包社交工程诈骗损失了价值超过2.82亿美元的莱特币(LTC)和比特币(BTC)。
攻击者开始通过多个即时交易所将窃取的莱特币和比特币兑换成门罗币(XMR),导致门罗币价格飙升。
此外,攻击者还通过Thorchain将比特币桥接到了以太坊、瑞波币和莱特币。@zachxbt
被盗地址(205万莱特币,1459比特币):
bc1qluxw46r55wf3dnk9c652vrt4duadm3hpuktf86
bc1qpsmh26ja0fzzf286zulmt9eywujc2pggj40wzm
ltc1qly43c2prj4c2e85dcspzpjd36jnapnenldnr70
隐私币的热度永远不会消亡,它是存在于整个区块链世界最底层的逻辑,因为黑客永不灭,他们永远都能偷到区块链的大钱。

Top 20 Trending Coins on CoinGecko 🦎
This week, $XMR (@Monero) leads the pack, followed by $LIT (@Lighter_xyz), and $DASH (@Dashpay).
Are you keeping an eye on these?

The thing about Monero going to $100,000+ as a banned coin
Naturally there will be the “non illegal” private coin that succeeds and that’s gonna be Litecoin with MWEB
Litecoin is already at ATMs and one of the most popular payment options outside of Bitcoin in the world
Bitcoin is New York City
Litecoin is Chicago
When Bitcoin fees surge to $10-$100 bc it got cluttered from ordinals
That is UNUSABLE for payments
But Litecoin for payments is a penny. When Bitcoin is congested, you can use Litecoin. When Bitcoin is not congested you can also use Litecoin for payments bc it’s faster and cheaper.
And you can have legal privacy with MWEB.
Litecoin is HEAVILY undervalued against Bitcoin
Bitcoin = Road A when there’s too much traffic or too expensive to go on that lane
You switch over to Road B = Litecoin
There has already been a bidding war for control of Bitcoin supply
I believe the bidding war on Litecoin will inevitably happen and go down because it’s the most natural and organic extension of Bitcoin. The land here is cheaper. And just as effective. Actually, more effective.
Top preforming crypto last 7 days
$UNS +142%
$ARRR +126%
$QUAI +113%
$ARC +95.5%
$IP +80%
$RAIL +62%
$VVV +53%
$XMR +52%
$PLAY +50%
$CLO +49%
WE ARE SO BACK






























































