Notes
Your top swaps on MetaMask this week:
$ONDO - @OndoFinance
$XCL - @xCellar_
$PNKSTR - @token_works
$RAIL - @RAILGUN_Project
$SPX - @spx6900
🦊
good to see most of those old posts getting aged so well.
alpha coded $RAIL
$RAIL remained undervalued.
the only privacy infra with over $5M Annual revenue.
around 77% of supply is staked.
It's a privacy system built directly onchain for Ethereum, BSC, Polygon, and Arbitrum.
Ethereum foundation, and Vitalik both HODL large positions.
Zcash $ZEC 带动隐私板块的炒作，这块其实玩DeFi偶尔会涉足，想保证隐私但又不想把资金沾上黑钱(毕竟进了tornado这个地址可能就废了)，那么这个需求就很明确了。
EVM上用过比较多的是Railgun，这个东西V神也在用。另外市场解读还有对ZK系的带动，个人在关注的是Succinct基础设施类。
Railgun的原理，基本就是将 Zcash“移植”到了EVM，增加了一定扩展性，另外Base上还有一个Veil Cash，没用过，但看起来跟Railgun类似。
ZK链的问题还是在生态和应用，技术无法拯救生态的低迷。
如果对这个领域感兴趣，我更倾向于研究纯应用和纯底层技术方案。
$RAIL $VEIL $PROVE
The @ethereumfndn has staked 50,000 $RAIL.
The EF can now take part in RAILGUN governance and claim active governor rewards from protocol fees.
RAILGUN is and always will be a technology aligned with Ethereum values.
时隔 3 个月，以太坊基金会用于支持 DeFi 生态的 EF: DeFi Multisig 多签地址终于有动静了👀
三小时前做了两件事
1️⃣ 向 Railgun 质押了 5 万枚 $RAIL （V 神经常使用的隐私协议）
2️⃣ 从 Aave 中借出了 200 万枚 $GHO（Aave 稳定币）
钱包地址 https://t.co/seKLdMTOpN
本文由 #Gate 大门交易所 | @Gateio_zh 赞助
Market Updates:
🔸 American Eagle ( $AEO) adds 50M shares to buyback; Q4 revs $1.6B (est. $1.6B); Q1 off to slow start; sees FY25 revs declining low-single digits (est. +2.97%).
🔸 Calavo Growers ( $CVGW) Q1 adj. EPS $0.33 (est. $0.29); revs +21% y/y to $154.39M (est. $161.55M); says Mexico tariffs won’t significantly impact operations.
🔸 Tesla ( $TSLA) partners with Baidu ( $BIDU) to enhance ADAS in China (Reuters).
🔸 Adobe ( $ADBE) Q1 adj. EPS $5.08 (est. $4.97), revs $5.71B (est. $5.66B); reaffirms FY25 targets; Q2 revs guidance $5.77B-$5.82B (est. $5.8B).
🔸 Intel ( $INTC) appoints Lip-Bu Tan as CEO, replacing interim co-CEOs.
🔸 SentinelOne ( $S) Q4 EPS (-$0.22) (est. -$0.21); revs +29% y/y to $225.5M (est. $222.33M); FY26 revs guidance $1.007B-$1.012B (est. $1.03B).
🔸 UiPath ( $PATH) Q4 adj. EPS $0.26 (est. $0.20); revs +4.5% y/y to $423.6M (est. $424.9M); Q1 revs guidance $330M-$335M (est. $367.4M).
🔸 Marvell ( $MRVL) files mixed securities shelf.
🔸 Microsoft ( $MSFT) upgraded to Buy from Neutral at DA Davidson.
🔸 Phreesia ( $PHR) Q4 EPS (-$0.11) (est. $0.11); revs $109.7M (est. $108.9M); maintains FY26 revs $472M-$482M, adj. EBITDA outlook.
🔸 Dentsply Sirona ( $XRAY) downgraded to Hold from Buy at Needham.
🔸 Berry ( $BRY) Q4 adj. EPS $0.21 (est. $0.15), revs $187.79M (est. $173M); Q4 production +5% QoQ, +1% YoY; FY25 production 24.8-26 MBoe/d (93% oil); capex $110M-$120M.
🔸 Cummins ( $CMI), Paccar (PCAR) shares down as EPA moves to reverse EV rules; Jefferies sees downside risk if 2027 prebuy doesn’t happen.
🔸 Freight Car ( $RAIL) Q4 revs $137.7M (est. $152.02M); sees FY25 railcar deliveries 4,500-4,900, revs $530M-$595M; Q4 gross margin 15.3% (vs. 9.6% y/y).
🔸 Murphy Oil ( $MUR) acquires FPSO vessels in Gulf of Mexico; cuts annual costs by $60M, reaffirms 2025 capex.
🔸 Sunnova ( $NOVA) exploring restructuring, possible bankruptcy; holds $8.5B in debt (WSJ).
pay attention to $RAIL
$RAIL is one of the most underrated project in web3 right now.
@RAILGUN_Project shares 52% of revenue from treasury with stakers.
more than 90% of the $RAIL supply is staked right now.
They got @VitalikButerin as an active user.
DCG bought $10M worth $RAIL in Jan 2022 from open market.
Community backed project with growing usage.
making more monthly fees than $APT $SEI and many other billion dollar projects.. Past 6 months avg for $RAIL fees is around $200K every month.
$RAIL is trading below $50M market cap, fully vested.
while other Privacy focused infra projects are raising at billion dollar valuations.
repricing imminent, sooner or later.
P.s: I've bought some $RAIL, and thought should reshare this alpha with you.
track fundamental growth: https://t.co/eX0P1TZcP3
don't ape blindly.. its going to be slow mover at start untill it get the attention.
One of the most experienced VC Fund Digital Currency Group had two major privacy bets in the past two cycles: Zcash and Horizen.
Zcash did 22x in the 2016-17 bull cycle. Horizen did 33x in the 2020-21 bull cycle.
Horizen was a step ahead of Zcash in terms of privacy tech and usability.
The alpha here: DCG took another privacy bet at the end of 2021 on a privacy-focused coin that supports confidential transactions, and Vitalik is an active user.
They have a yield-sharing governance token, and the protocol is generating around $30K in weekly fees with fewer than 20 active users. Just imagine the potential when the protocol starts getting bridge-level adoption. Across is doing 15K daily active users - huge potential.
Most of the people using that privacy-focused protocol are moving large sums of money in a private manner, around $12M every week from 120 weekly active users, averaging around $100K per user - loved by users.
They are also going to allow DeFi-based private transactions, as their DAO passed a recent proposal on integrating smart wallets - bullish catalyst.
The project is also sharing 2% of the DAO revenue with governance token holders in $DAI, $RAIL, and $ETH - great utility.
The project's name is @RAILGUN_Project, and the token name is $RAIL. It's trading below $70M FDV - easy 10x from here once it gets the right attention.
Additionally, DCG bought $10M worth of $RAIL from the open market at an average price of $2.5M, based on unusual volume detected on December 31, 2022.
They announced the investment publicly too, which you can check here:
https://t.co/ehDkTdMxBo