Why play $PLONK alone when you can drag your frens into it?
The team has added raids where 2–5 players can take on 25 waves, with 5 bosses.
There are also different siege roles and shared loot.
This is very likely gonna grow into a really big game in the #Solana ecosystem.
$PLONK #P2E
https://t.co/NhyyUhYoMN
Privacy narrative is everywhere right now with $ZEC and $VVV leading.
Ethereum itself is also pushing the privacy lane, but it probably never becomes a privacy chain in the Zcash/Monero sense.
The chain stays public underneath while an entire privacy layer gets built above it.
Wallet privacy, private orderflow, shielded transfers, encrypted balances, private execution, private DeFi, selective disclosure… are some of the privacy tech I can name.
Somehow almost every piece of that stack went from research to something usable in 2026.
@fluidkey has 28K+ users, generated 1.4M+ privacy-preserving addresses and processed $900M+ transfers using stealth addresses.
Meaning you can receive money without permanently doxxing one reusable wallet to everyone paying you.
@RAILGUN_Project gives Ethereum an actual shielded asset layer too.
A 2026 study looked at 186,356 unshielding spends across RAILGUN/Hinkal and found real-world constraints reduced average anonymity sets by ~40-59%.
3,679 txs ended up with 10 possible senders or less. 1,228 had an anonymity set of one.
FHE finally started looking less like cryptography twitter fanfic.
@zama | ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 launched confidential USDC yield through a Steakhouse/Morpho vault where individual positions stay hidden while aggregate information can remain public.
– $40M+ shielded TVL in ~7 weeks
– $65M+ total shielded two days later
They’ve also shown confidential OTC settlement with GSR, confidential payroll/payments and encrypted tokens.
@theInterfold is building encrypted coordination where multiple parties can compute on private inputs using FHE + ZK + threshold MPC, without trusting a single operator or TEE.
Mainnet Alpha is live with 512K+ $FOLD bonded to ciphernodes and 4.53M+ delegated, with auctions, private voting and shared analytics coming next.
@aztecnetwork is attacking general private execution.
Its Alpha is already connected to Ethereum with real staking, governance and user txs, but the network is unaudited, privacy isn’t fully hardened and meaningful secrets shouldn’t live there yet.
@fhenix raised $22M+ for CoFHE infrastructure, but current deployments are still largely on testnet.
@inconetwork went another direction and leaned more on TEEs for encrypted computation, announcing confidential tokens on Base mainnet in September.
@ethereumfndn’s Kohaku is trying to build privacy-first wallet tooling, but the repo still says major parts are WIP, unaudited and not production ready.
The thing with privacy is companies don’t necessarily need anonymous money.
They need payroll, treasury balances, trade size, inventory, collateral and counterparties to NOT be broadcast to the entire internet while still keeping settlement auditable.
Ethereum privacy rn is basically at the point where the edge pieces are becoming real, but the center is still unfinished.
And there probably won’t be one winning privacy primitive.
> ZK for proving private state transitions.
> FHE for computing over encrypted balances/state.
> MPC/threshold crypto for distributed key authority.
> TEEs when latency matters more than pure cryptographic trustlessness.
> private mempools for hiding intent before execution.
> stealth addresses for unlinkability.
Ethereum underneath all of it for public settlement. That’s also where Ethereum has a pretty unique edge.
There’s an actual world here with @OfficialPlonk
You gather resources, craft gear, fish, trade with other players, fight mobs and bosses, build up your character and participate in an economy that actually exists inside the game.
And the interesting part is this:
$GOLD has an in-game use → you can trade it at the market → convert it into $PLONK → $PLONK gives you access to progression and higher tiers.
You can even work towards T3 by holding 1M $PLONK.
Then there’s the boss economy, real SOL rewards from certain events and a world ledger tracking the activity happening inside the game.
All running straight from the browser.
GameFi works a lot better when the game itself is the reason you stay, and the blockchain quietly sits underneath.
Plonk feels like it’s building in that direction.
As I said before GameFi might actually be coming back.
Vlad’s been pretty bullish on AI lately. If you’re scanning RH for some AI names, here are a few low caps under $1M:
> @Fab_RWA | $Fab | $750K mcap: First-mover AI inference flywheel + RWAs for GPUs. Gives tokenized stock rewards. Product is live with 900+ GPUs running globally.
> @buildaureon | $Aureon | $150K mcap: AI agents that auto-rebalance your portfolio based on your strategy. Partnered with @prismassets ($PRISM ~$10M mcap rn).
> @NavenNetwork | $NAVI | $280K mcap: Agentic trading infra. The first x402 & MPP facilitator on RH.
> @parley_rh | $Parley | $460K mcap: The first social layer for AI agents on RH.
> @sleuthintel | $Sleuth | $400K mcap: Shipping an intel terminal + PM coverage + agent economy.
> @UseSurplus | base:0xc52aedec3374422d7510e294cfaa90799595cba3 | $200K mcap: AI inference layer. Connect GPT / Claude to sell unused refs → earn NVDA.
It turns out bought the top is not bad at all. I think Q4 2026 will be the $Zec show and privacy meta can eventually makes it.
Sharing you my watchlist again, icym:
> @monero | $XMR | $9B mcap: private cash that outlasted CEX bans
> @zama | ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 | $125M mcap: FHE rails for encrypted DeFi on existing chains, $595M wrapped, 1k confidential TPS benchmark.
> @Arcium | $ARX | $34M mcap: best privacy play on Sol for encrypted DeFi, payroll and AI, 1M+ confidential computations done.
> @theInterfold | $FOLD | $21M mcap: ciphernodes bond FOLD to run FHE + ZK + MPC for private auctions, voting and shared data.
.@fomo is the perfect example of a project that won by making crypto look illegal to power users.
– anyone can sign in with Apple/email, fund with Apple Pay/card
– one balance across Solana, Base, BNB, Monad, ETH and RH
– gas sponsored on most of them, then buy whatever is moving from the same feed
The growth of this app is literally insane.
At Series B on June 22 they had 625K users, $4B cumulative volume and 110M+ social interactions.
68K of those users bought crypto for the first time through Apple Pay.
Right now they got:
– 2M+ users, still adding 30K+ users/day → ~3x in 10 weeks
– 100K–130K daily traders
– $9.21B lifetime volume
– $2.38B weekly volume ATH
– $10.48M weekly fees ATH
– $55M+ gross fees
– 64M trades
Their edge is fomo doesn't need to predict which chain wins.
Whenever retail rotates from Solana trenches → BNB → RH → Base, the user doesn't need to bridge, create another wallet or relearn another terminal.
A trade on fomo can also become content, which is the primitive most other trading terminals don't have.
KOL positions sit in the feed, they attach a thesis to it, people follow them, see what they're buying and can take the same trade themselves.
And fomo actually pays ppl if that attention turns into volume.
Trader Rewards means you get rewarded if someone trades a coin from your thesis. It comes from the trading fee economics, but the exact reward formula isn't public yet.
They don't need to create an airdrop rumor, they already created a pretty good flywheel to acquire and retain users:
– Trader Rewards pays the person creating the alpha/content
– Clans add identity + competition
– the feed gives everyone a reason to come back and see what their graph is buying
At this point if a team building a trading app needs a thread to explain why normies should open it, they already lost to fomo.
Just bought some $FRONG.
$CASHCAT got listed to Robinhood Exchange before and pumped.
Today, $FRONG and $JUGGERNAUT were added as Robinhood assets.
Not sure if they can pump from here or eventually get listed on the Robinhood exchange, but rn
I’m betting a little here.
NFA
even with the broader market pulling back slightly, $UNI is still holding around the $7 area pretty well
more importantly, @Uniswap keeps seeing new catalysts emerge:
- 90K+ v4 hooks have been initialized and linked to deployed pools.
- @AnchoredFi tokenized stocks are now live on Uniswap Apps via Arbitrum.
- $PONS ranked #1 among top swaps on Uniswap Apps for the week of 8/30–9/6.
- Uniswap Labs has also purchased $PONS for long-term alignment.
$UNI is showing relative strength while the ecosystem continues expanding across hooks, RWA, and app activity.
NFA.
Where does @arbitrum actually make money, and how does that affect $ARB?
i used to see Arbitrum mainly as an L2 making money from activity on Arbitrum One.
but the model is now much broader than that.
According to the latest Arbitrum Foundation report on Sep 2, ArbitrumDAO recorded $6.19M in income in H1 2026, with gross margin on protocol revenue at around 97%.
Income came from 4 sources:
> transaction fees on Arbitrum One.
> Timeboost, where users pay extra for priority execution.
> Arbitrum Expansion Program (AEP).
> treasury income.
in Q3, @RobinhoodCrypto went mainnet in July and uses the Arbitrum stack.
Under AEP, Robinhood Chain shares 10% of net protocol revenue: 8% goes to the ArbitrumDAO Treasury and 2% to the Developer Guild.
DeFiLlama data shows that Q3 2026 so far:
> ~$1.58M in tracked gross protocol revenue.
> ~$1.40M came from Robinhood Chain fee share.
> after the Developer Guild share, around $1.12M has flowed to the DAO Treasury.
in the last 30 days alone, revenue was around $856.6K, with $825.2K coming from Robinhood Chain - over 96%.
This is the part that changed my thesis on Arbitrum.
Before: Activity on Arbitrum One -> Arbitrum makes money.
Now: Companies build chains with Arbitrum -> those chains grow -> ArbitrumDAO captures part of the economics too.
#Robinhood is the first clear example showing that this model can generate meaningful revenue.
and the market also seems to be starting to price in that story. from Sep 1 to the ATH on Sep 6, $ARB gained around ~140% as Robinhood Chain revenue surged.
What i’m still waiting for is a clearer way for $ARB to benefit directly from DAO revenue.
The DAO already has real revenue, but ARB holders still don’t receive that cash flow directly.
Still, the direction looks quite positive:
More chains using Arbitrum -> more DAO revenue -> more reason for $ARB to get attention.
DYOR & NFA.