dd

amo amas amat amamus amatis amant | @optimist

[dd @defidami]

Earlier today I built a position in solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA

It's one of the few projects I can see getting mainstream adoption and ushering in a new primitive.

I also love that there's interest from industry leaders (both in and outside of crypto)

Billion dollar coin in the making

[Pine Analytics @PineAnalytics]

@UmbraPrivacy, a privacy-focused payments app on @solana, moved from a TestFlight beta to a public App Store release on May 30. The app handles ordinary wallet functions — sending and receiving tokens — but its defining feature is shielded transfers: users deposit assets into shared on-chain pools and can then send or withdraw to other wallets in a way that severs the public link between sender and receiver. Because funds are commingled in the pool, an observer can see money enter and leave but cannot reliably match a withdrawal to the deposit that funded it.

The pools currently support seven assets: USDC, USDT, SOL, Umbra's native UMBRA token, a cash-like token, and two tokenized equities — Tesla (TSLAx) and an S&P 500 product (SPYx) — letting users route stablecoins, SOL, and tokenized stocks through the same privacy layer.

On-chain, value locked across the pools has grown from near zero in March to roughly $460K as of June 1, though it's concentrated: the native UMBRA token accounts for about 73%, with USDC, USDT, and SOL making up most of the rest. Weekly flows show roughly $1.2M deposited against $800K withdrawn since late March with deposits exceeding withdrawals in most weeks.

[dd @defidami]

Uh guys... are we finally gonna get the most anticipated token in the TCG space?

[dd @defidami]

yo @phygitals it's time

[dd @defidami]

yo @phygitals it's time

[Zeneca🔮 @Zeneca]

TCG meta in full swing

[px @px_721]

optimist was always about surfacing early opportunities through research

pearl is just one example

follow @optimist for more down the line

[dd @defidami]

@JW100x gUmbra

[dd @defidami]

It doesn’t take a genius to realise that private vesting will become the default and industry standard mode of vesting from now on.

Whether you like it or not, the majority of VC’s and teams don’t want every single transaction scrutinised and available to the public.

The token unlock market is a $97 Billion segment and it will all flow through solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta

[Streamflow @streamflow_fi]

Streamflow is partnering with @UmbraPrivacy to bring private vesting to @solana 

Token vesting is one of the largest distribution mechanisms in crypto, yet nearly all of it has been fully public and traceable until now.

Together, we’re giving projects a new way to distribute tokens with confidentiality built in.

Happy to be building this with Umbra 🤝

[dd @defidami]

@GhostHash1 @solanamobile solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 cooking

[The Block @TheBlockCo]

Solana privacy layer Umbra launches confidential vesting with Streamflow targeting $97B token unlock market https://t.co/H19P9MpAnC

[Umbra Privacy @UmbraPrivacy]

https://t.co/6HpLYlCNOm

[JW @JW100x]

Umbra is the only answer to this, and it isn't close

There are two core aspects that make up Railgun:

1. The wallet frontend, where you can swap / transfer privately

2. The SDK, where any EVM project can apply Railgun's privacy features

Umbra is comprised in a similar way, where the frontend wallet is available to swap / transfer privately, and shield any native SPL token. In theory, Umbra can have hundreds of shielded pools such that you can swap to any asset privately, you can even make Bitcoin private via a WBTC shielded pool. Umbra can make any token private

Additionally, the Umbra SDK can be implemented into any native Solana project, giving Umbra privacy to anything in the Solana ecosystem. There are multiple projects that have already integrated the SDK, and many more in the pipeline

Though a key difference between the two, and why I would give Umbra a distinct edge over many competitors, is the relationship between the token $Umbra and the underlying business IP. Through ownership governance, investors have direct utility into the Umbra IP, you hold ownership in the business, can make decisions with tokens, and have a direct relationship with the team. This is not a gas-token, nor is it an emissions-token, this is a pure utility driven token that has direct exposure to the underlying business

> Revenue from the wallet is distributed to the Umbra IP
>> Revenue from any project using the Umbra SDK is distributed to the Umbra IP

With ZK / MPC hybrid setup, Umbra is the most pure form of privacy on Solana, with multiple available revenue streams, with an ownership-token structure that directly benefits token holders

Higher

[primed @primed25]

i don't think y'all understand how fast ts will move

umbra will be a top privacy token in crypto soon

[dd @defidami]

@0xKyrie_Eleison Umbra to $10+

[Simon Dedic @sjdedic]

Imagine a privacy token, but instead of purely idealistic cypherpunk vibes and speculation, there’s an actual product that generates revenue and the token gives you real ownership of it.

And as the cherry on top, it’s powered and actively pushed firsthand by arguably the most exciting privacy protocol in crypto right now.

Who’s building this?

Oh right, $UMBRA.

[JW @JW100x]

You never trade your Umbra, you buy it and forget you ever even hold it

Selling is not something you consider when you hold the best privacy application in crypto, with the most token-aligned team in crypto, all while privacy is finally beginning to take flight

/UODL

[dd @defidami]

I think buying solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta here is one of the easiest trades you can take this year.

Last year I laid out my top two privacy picks and ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d has started to catch a nice bid on the back of the Kohaku SDK going live.

UMBRA has arguably a better product and is sitting at a 6m mcap while RAIL is at a 240m mcap.

There's a saying that goes: "A few times a year there's free money on the floor, your job is to pick it up".

This is one of those times.

[dd @defidami]

kohaku sdk gonna be integrated into most evm wallet providers

umbra’s sdk gonna be integrated into most sol apps and wallet providers

2026 is the year for privacy and most are/will be sidelined

$umbra
$rail

[dd @defidami]

@SolRouterAI Inference Capital Markets

[dd @defidami]

@cryptolimbo https://t.co/viW4pfagqh

[dd @defidami]

@OGDfarmer @openservai Some extra info to add regarding $ROUTER

- It’s more private than Venice - it’s private at the hardware level, not just in-app

- The dev is extremely well connected within the Solana ecosystem

- Openserv can (most likely will) use Router’s API to ensure privacy in its eco

[dd @defidami]

solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 + solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta

It will be obvious in hindsight

[Barry Silbert @BarrySilbert]

The "privacy" era in crypto has officially begun

[dd @defidami]

@avotoast team sells 8figs worth every couple of weeks so you're probably good