2026-01-08 07:25:37

Recently, I came across some great project portfolios, many of which are on my watchlist. Projects like Canton Network, Avici Money, MetaDAO, Ethena Labs, and Tria each have their own unique features and are worth a deeper look.

I also want to add a few areas to watch. Privacy infrastructure projects like Arcium and Umbra Privacy are very interesting—they provide underlying privacy technology support and also offer practical application experiences on the consumer side. Additionally, OpenTensor is on my observation list; this project is backed by Grayscale and several institutions, which indicates market recognition based on its funding background.

Privacy, DeFi, and AI computing power are currently very active areas of innovation, and I feel more interesting projects will emerge in the near future.

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SoliditySlayer

· 01-11 06:47

The privacy track is really taking off. Arcium's approach definitely seems to have some substance. Canton and OpenTensor feel like they are competing, both backed by major institutions. Ethena is worth paying close attention to; there’s still an opportunity in DeFi. AI computing power still feels early; waiting a bit before jumping on might be more stable. The article is well-written, saving me a lot of research time.

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Fren_Not_Food

· 01-11 03:28

Privacy infrastructure is indeed booming. I'm also in talks with Arcium; their underlying technology is quite solid. OpenTensor's funding background is definitely strong, but it remains to be seen if it can truly be implemented later on. Canton and Ethena have been on my radar for a while, but with DeFi so competitive lately, you need to pick the right track. Having many tracks is indeed a good thing, but I'm worried about another cycle of rug pulls. We need to focus on projects with real applications. I haven't looked into Umbra in depth yet. Has anyone used it, or is it still in the conceptual stage? How about MetaDAO? It seems like the discussion around it isn't as high. The combined hype around privacy AI, computing power, and these three tracks feels like institutions are betting big. The question is whether to follow or not. I'm just worried about entering the market late; it seems like good projects have already been taken by early investors. It all depends on who can make privacy truly easy to use. Right now, everything is too complicated. Grayscale's endorsement definitely boosts confidence, but don't believe everything the institutions say.

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BagHolderTillRetire

· 01-08 07:55

The privacy track is indeed hot, but how is Umbra planning to commercialize it? It seems like there's been no movement so far. OpenTensor has Grayscale backing, which is decent, but it's uncertain when it will actually be implemented. Good funding background doesn't guarantee success. Which one is more worth investing in, Canton or Avici? Seeking advice. I'm optimistic about AI computing power, but I'm worried it might just be a bunch of projects hyping concepts again. This round definitely requires more digging. Compared to the initial batch of scam projects, it's much more reliable.

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ProbablyNothing

· 01-08 07:54

Privacy确实越来越激烈了，感觉大家都在抢滩登陆 How is Canton Network? Has anyone used it extensively or is it just theoretical? As for Grayscale's endorsement... institutional money pouring in doesn't necessarily mean the project will succeed; it depends on actual implementation. I've been listening to the AI computing power story from OpenTensor for a while, but I'm still a bit confused. Can someone explain the core logic? Looking at these projects together, the combination of privacy + DeFi is the direction I care about. Single-point breakthroughs are not very meaningful.

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ImpermanentSage

· 01-08 07:53

Arcium is indeed quite good; I am optimistic about the privacy infrastructure sector. OpenTensor has institutional backing, which makes it reliable; this is the true investment logic. Speaking of which, there are still too few projects combining DeFi and privacy. The assets Grayscale has invested in generally can't be easily moved. This wave is truly the calm before the storm of the track's explosion.

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CryingOldWallet

· 01-08 07:44

Privacy infrastructure is indeed gaining momentum, but why hasn't Arcium really broken out yet? OpenTensor has the backing of Grayscale, which is a plus, but the funding halo is fading quickly; it depends on actual implementation. Which is more worth jumping on: Canton or Ethena? How are friends choosing? All three major tracks are hot, but beware of the leek-cutting after capital floods in. Is Tria a dark horse? It seems less discussed than the previous ones. Will this wave of AI computing power just be another hype? Let's analyze with a sharp tongue but a soft heart.

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PaperHandSister

· 01-08 07:44

Haha, Canton, I'm watching that too. The funding progress is a bit slow. Is Grayscale supporting OpenTensor? That's interesting, I need to do some in-depth research. The privacy track is indeed booming, but don't get cut off, sisters. How about the Umbra project? Is it reliable? Has anyone used it? AI computing power is now super competitive, but it's all virtual, right? DeFi seems to be making a comeback? I'm still losing money. This wave of dividends doesn't seem to be for me, am I going to be passively cut again?

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GasFeeVictim

· 01-08 07:42

Privacy infrastructure is really hot right now, with Arcium and Umbra both keeping an eye on it. Just not sure when it will truly be implemented and used. OpenTensor has the backing of Grayscale, which is a pretty strong background, but it still depends on actual progress. I'm also watching Canton and MetaDAO. It seems that surviving this round is already a good outcome. The AI computing power track is quite competitive; it feels like only those with real differentiation will succeed. I haven't paid much attention to Canton Network. Can any experts provide a quick overview? Basically, it's a gamble on those with strong funding backgrounds. Others can wait and see for now. DeFi is still repeatedly tinkering with the underlying infrastructure. Privacy seems even more worth looking forward to. Whether projects like Ethena, a stablecoin, can succeed is still uncertain. Having strong funding backgrounds definitely helps with risk resistance, but it doesn't guarantee success either.

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GasOptimizer

· 01-08 07:37

For the privacy track, I need to create a comparison table of each project's implementation方案; otherwise, just looking at funding backgrounds makes it easy to get cut. OpenTensor has institutional backing, which is indeed impressive, but the key is whether the TVL growth rate and the actual Gas consumption fee model can outperform the average. Arcium and Umbra's dual-end layout approach is good, but I care more about on-chain evidence—real interaction data speaks louder, not funding news. This wave of privacy + AI combination indeed has arbitrage potential; let's wait for data validation.

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