Building @FoglightPrivacy: onchain per-customer privacy pools for regulated crypto operators on existing EVM chains. DMs open for pilots and investors.
introducing shhh.
the quiet index for shielded ETH on Ethereum.
aztec. tornado cash. railgun. 0xbow.
only cumulative deposits. nothing else.
https://t.co/wkBV0ZXxnr
sunday vibe-coding and i catch myself dragging screenshots into claude code by hand like a caveman. meanwhile codex has the ⌘⌘ flex (double-tap command, whole window just lands in the thread).
10 sec fix:
settings > keyboard shortcuts > screenshots, remap "copy selected area" from ⌃⇧⌘4 to ⌥C
now ⌥C to grab a region, ⌃V in the terminal. done.
caveman era: over.
@b3dotfun@mert@RAILGUN_Project@arbitrum clever workflow, but look at the sequence: shield, wait in the pool, spin up a fresh wallet, unshield through a relayer, swap, bridge.
that's a lot of steps to privately fund one wallet. it looks like the orchestration is the real adoption barrier, not "crypto".
@gnosispay Deleted an earlier tweet that asked users to withdraw funds. Most users will not be able to do so, but we are actively working to contain the damage. We believe we can contain the majority of it, and in any case, we will ensure that all users are made whole.
2023: 700M ARB locked over 4 years + $36M when ARB closed at $1.55.
2026, with that vesting still running until 2027: They’re already back asking for another 230M ARB (2.3% of total supply) + $16M + 1.7k ETH; for just the next 12 months.
At current prices, that’s $43M total.
EOY price path since 2023: $1.55 > $0.72 > 0.19. Probably 0.07 by end of 2026.
The original allocation wasn’t even finished and they’re already requesting a massive new bag. ARB holders aren’t investors here. We’re the permanent exit liquidity service. And honestly it feels the same for ETH, AAVE, OP, etc. This is the real risk for DeFi. Not AI.
The Arbitrum Foundation is asking the DAO for ~$43.5M to fund another year of operations.
- $16M in RWAs/stablecoins
- 1,740 ETH (~$3.5M)
- and 230M $ARB (~$24M).
230M ARB is ~3.7% of total supply. For a year.
Meanwhile the DAO made $23.49M in revenue in 2025.
So the Foundation is operating at 2.3x DAO revenue.
shipped a "shielded this week" delta.
+13,938 ETH shielded across Ethereum privacy protocols this week.
Tornado Cash drove 85% of it (+11,783). Railgun +2,096. 0xbow +60.
introducing shhh.
the quiet index for shielded ETH on Ethereum.
aztec. tornado cash. railgun. 0xbow.
only cumulative deposits. nothing else.
https://t.co/wkBV0ZXxnr
@0xcyp@gami_vc yeah it's wild. that post sent me down a rabbit hole and i ended up shipping https://t.co/7CR6AOqrWh over the evening.
cumulative shielded ETH across aztec, tornado, railgun, 0xbow. ~6M and counting.
@thelearningpill Good framing.
The missing product detail is usually the visibility matrix: public observers learn nothing useful, authorized teams can inspect their own customer flow, other operators get no cross-pool view, and the infra vendor is not the universal decryptor/legal-fuse
Bank-level privacy on public chains needs a visibility matrix:
1. what public observers cannot read
2. what the institution's authorized teams can inspect
3. what other institutions cannot see
4. what the infrastructure provider cannot decrypt
5. how authorized disclosure works under institutional process
Privacy without that matrix becomes sloganware.
@domefoundation@base Custody is only one boundary.
For regulated operators, another one is disclosure scope: private to the public chain, visible to authorized internal teams, invisible across other operators, and not decryptable by the infra vendor.
We've shaped the product around legal questions, not the other way around. The customer is the CASP, not Foglight. We use ERC-4337 bundlers instead of operating our own relayers. Per-customer pools were chosen specifically to clear Art. 79 ambiguity.
Formal legal opinions are budgeted post-raise.
I’ve spent the last few cycles building DeFi systems: 88mph, Timeless, Bunni.
Public chains expose too much for regulated finance.
Next: @FoglightPrivacy.
Per-customer privacy pools for existing EVM chains, with authorized disclosure built in.