@pacbros

💡 Built a position in $UMBRA over the past few days. Here’s the thesis: One of the key reasons $AVICI ran so hard: 👉 It was the only option on Solana 👉 Similar projects on other chains had much higher valuations 🎯 A similar setup is forming for $UMBRA: 🔹 Valuation: ~$13M 🔹 The only privacy SDK layer on Solana 🔹 EVM equivalent: RAIL at ~$180M 🔧 50+ teams have applied to integrate Umbra’s SDK 🧪 Over 6,000 users already registered in closed beta 📅 Public access expected between Dec 1–7 Demand is strong, users are ready. Privacy is shaping up to be Solana’s missing infrastructure layer. Upcoming catalysts: ⏳ Mainnet in ~2 weeks 💰 Strong VC interest 🔗 Top Solana projects already building on the SDK 🌐 The only way to gain early Arcium exposure — Not financial advice, purely thesis-based exposure.

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