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.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
7
Repost
Share

Comment

0/400

BagHolderTillRetire

· 22h ago

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.

View OriginalReply0

ProbablyNothing

· 22h ago

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.

View OriginalReply0

ImpermanentSage

· 22h ago

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.

View OriginalReply0

CryingOldWallet

· 22h ago

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.

View OriginalReply0

PaperHandSister

· 22h ago

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?

View OriginalReply0

GasFeeVictim

· 22h ago

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.

View OriginalReply0

GasOptimizer

· 22h ago

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.

View OriginalReply0

Trending Topics
View More
#
GT2025Q4BurnCompleted
11.56K Popularity
#
GateSquareCreatorNewYearIncentives
16.93K Popularity
#
GateAIOfficiallyLaunches
30.32K Popularity
#
JusticeDepartmentSellsBitcoin
13.05K Popularity
#
My2026FirstPost
153.47K Popularity

Hot Gate Fun
View More

1
日他马
日他马
MC:$0.1Holders:0
0.00%
2
日塌马
日塌马
MC:$3.54KHolders:1
0.00%
3
GAi
GateAi
MC:$3.73KHolders:3
0.93%
4
胡汉三回来了
我胡汉三又回来了
MC:$3.58KHolders:2
0.09%
5
HHS
我胡汉三又回来了
MC:$3.58KHolders:2
0.09%

Sitemap

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.

Trending Topics

GT2025Q4BurnCompleted

GateSquareCreatorNewYearIncentives

GateAIOfficiallyLaunches

JusticeDepartmentSellsBitcoin

My2026FirstPost

Hot Gate Fun

日他马

日他马

日塌马

日塌马

GAi

GateAi

胡汉三回来了

我胡汉三又回来了

HHS

我胡汉三又回来了

Pin

Your First Words Matter!
Share your first post on and split $10,000 in New Year rewards.
Post with #My2026FirstPost to share your New Year wish
2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you!
Ends on Jan 15, 2026, 16:00 UTC
2026 starts with this post!

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.

Trending Topics

GT2025Q4BurnCompleted

GateSquareCreatorNewYearIncentives

GateAIOfficiallyLaunches

JusticeDepartmentSellsBitcoin

My2026FirstPost

Hot Gate Fun

日他马

日他马

日塌马

日塌马

GAi

GateAi

胡汉三回来了

我胡汉三又回来了

HHS

我胡汉三又回来了

Pin

Your First Words Matter! Share your first post on and split $10,000 in New Year rewards. Post with #My2026FirstPost to share your New Year wish 2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you! Ends on Jan 15, 2026, 16:00 UTC 2026 starts with this post!

Your First Words Matter!
Share your first post on and split $10,000 in New Year rewards.
Post with #My2026FirstPost to share your New Year wish
2026U Position Voucher, Gate New Year boxes, F1 Red Bull merch await you!
Ends on Jan 15, 2026, 16:00 UTC
2026 starts with this post!