Christian

BREAKING: Sergey Nazarov says Chainlink could become the backbone of tokenized funds. $1T Fidelity Int. launched $FILQ with Chainlink-powered onchain NAV data. Nazarov compared Chainlink’s role in RWAs today to how decentralized oracles helped DeFi grow from under $100M to over $200B.

The next major infrastructure race in AI may not be over bigger models or larger GPU clusters, but rather over who controls the computation itself. For the last two years, the market has focused on scale: • Bigger GPU farms • Faster inference • More tokenized assets onchain But beneath both the AI and tokenization booms, a shift has emerged: Enterprises increasingly want the benefits of shared infrastructure without surrendering control of their data, workflows, treasury movements, or AI systems. The same problem now exists across both AI and finance: Public infrastructure was built for transparency. Enterprises were not. A global bank cannot realistically expose the following onto fully transparent infra: • treasury flows • customer balances • settlement relationships • proprietary AI systems And AI agents are creating an even bigger challenge. Unlike chatbots, agentic systems maintain: • memory • credentials • tool access • payment permissions This creates entirely new attack surfaces and massive centralized data honeypots. That is why confidential infrastructure is starting to matter. And many of the efficiency pressures now reshaping AI infrastructure are the exact problems FHE developers have already spent years solving: • reducing compute overhead • optimizing inference efficiency • compressing encrypted operations The likely result is the emergence of private, customer-controlled computational environments operating on shared infrastructure. In practice, this could allow: • banks to settle tokenized assets privately • enterprises to run AI on encrypted proprietary data • institutions to prove compliance without exposing transactions • public blockchains to support confidential execution The market spent the last few years optimizing for openness and scale. The next few years will probably require scale, interoperability, and confidentiality all at the same time. The future has never looked brighter for confidential computation. Recommended reading: arxiv.org/abs/2604.18788… us.nttdata.com/en/news/press-… research.grayscale.com/reports/2026-d… itpro.com/infrastructure…

@jussy_world Respectable picks

Top 5 Privacy coins I'm watching rn: 1) $ZEC (Zcash) Lets you send money with full privacy using pure math, zero-knowledge proofs The network proves your transaction is real without ever seeing your sender, receiver, or amount 2) $NEAR Confidential Payments / Confidential Intents, transactions execute inside hardware where the data is encrypted and isolated from node operators 42% of activity is confidential in just 6 weeks 3) $RAIL (Railgun) Privacy shield for Ethereum and DeFi, you can hide your balances and do private trading and swaps 4) $ARX (Arcium) Encrypted supercomputer on Solana Runs private computations on fully hidden data for secure DeFi and apps Encrypted AI, private perps, confidential tokens 5) $UMBRA (Umbra) Private wallet on Solana Shielded transfers, balances, and trades while keeping everything composable + ownership via metadao Also, try @loyal_hq it's another Solana private wallet & AI Agent, you can shield assets, earn yield, super cool Each one of those offers privacy in a different way (Optional privacy, confidential L1, DeFi shield, encrypted computing, private ownership) What are you holding/watching?

The 4th Amendment was supposed to prevent a surveillance state. Yet we're surrounded by cameras, tracked by our phones, and surveilled without warrants. It's not working. Surveillanceaccountability.com

Eric Hughes on the need for anonymous transaction systems. If you read through it, he describes Zcash 23 years before it was created.

The banking lobby wanted a full ban on stablecoin yield. They lost. Activity based rewards on USDC survived the Clarity Act, and Coinbase walked out with the most valuable customer acquisition tool in fintech still intact. 💰 ~ Alex views x.com/i/broadcasts/1…

Privacy is a human right.

Government buying data is warrantless surveillance with a receipt.

This is a huge use case unlock.

The tokenized asset market crossed $30 billion last month and has stayed there. Roughly the size of an elite university endowment. As recently as mid-2024, it was below $3 billion. 10x in under two years. What changed: the GENIUS Act, mature institutional onchain infrastructure, and a wave of financial institutions moving from pilots to production — all at roughly the same time.

Cross-chain risk is now being repriced in real time. Chainlink CCIP is becoming the secure-by-default standard for serious capital.

Makes sense

Different categories of tokenized assets have scaled at very different rates. Asset-backed credit hit $1 billion in market cap in just 185 days. Specialty finance crossed the same threshold in under two years. At the other end of the spectrum, venture capital took more than seven years to reach $1 billion, while active strategies took nearly as long. More complex structures with longer time horizons take more time.

BLOCKCHAIN EXPANSION UPDATE Chainlink services expanded across the following blockchains: CCIP • Creditcoin • Neo X • Tempo CRE • Ink Data Streams • Robinhood Chain (testnet) Data Feeds • Ink

Agreed

Something nice about Zcash is that many different camps agree that it's truly crucial for the world. The Winklevii, Vitalik, a16z, Toly, Balaji, Paradigm, Mert, Naval, Multicoin, etc. all support it. Only exception is Bitcoin maxis, and it's pretty easy to understand why.

$VVV is now available to trade on Robinhood.

This is already what the 4th Amendment says, but the Surveillance Accountability Act actually defines "search" so that the government can no longer pretend that buying our data and searching it at will doesn't count.