6M Solana tx around 1.6M confidential computations gives Arcium a better proof point than most privacy infra launches: repeated compute demand before token liquidity. If ARX staking/scheduling routes fees to performant MXE clusters, confidential transfers, dark pools and private AI inference start looking like a Solana-native compute market instead of another standalone privacy chain. The catch is distribution and float: 20.88% unlocked at TGE is enough for price discovery, but privacy primitives only matter if apps make users unwilling to leak state for cheaper execution.

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