2/ Why it matters:• Stablecoins are going mainstream• AI agent economies are now ~18.6% of all dApps• Enterprises want blockchain rails but can’t expose their entire financial historyOcash enables:✓ Private, compliant transactions✓ Regulator-ready audit proofs✓ A unified rail for humans and AI agents✓ A foundation institutions can finally use safely ...

Crypto Industry Trend - Stablecoins are settling trillions, indicating significant adoption [1] - Banks, fintechs, and enterprises are increasingly utilizing crypto rails [1] - The need for private transactions within regulatory frameworks is becoming critical [1] Ocash Solution - Ocash aims to be the first step toward an Open Cash System [1] - Ocash offers shield & send functionality in seconds [1] - Ocash ensures zero transaction-graph leakage [1] - Ocash supports lawful selective disclosure [1] - Ocash provides one engine for payroll, remittance, and enterprise rails [1] Core Value - Privacy is not just a feature but a fundamental infrastructure requirement [1]

Fundraising & Valuation - Umbra raised $3 million against $155 million in commitments [1] - Umbra's ICO was 51x oversubscribed [1] - Umbra is trading at a $20 million fully diluted valuation (FDV) [1] Solana Ecosystem - Solana processes $500 billion weekly stablecoin volume [1] - Western Union is building remittances on Solana [1] - PayPal is settling onchain [1] - Umbra's trading value is at 0.06% of Solana's Total Value Locked (TVL) [1] Market Need - There is a need for private transactions on Solana [1] - Umbra is the only native privacy solution on Solana [1]

we will make privacy great againacross all ecosystemsfasterBrian Armstrong (@brian_armstrong):Base is building private transactions.We acquired the Iron Fish team back in Mar 2025 to start working on this. More to share soon. ...

New System Introduction - Jito Labs introduces BAM (Block Assembly Marketplace), a new system for private, fair, and programmable transaction processing [1] - BAM is designed for Solana-native CLOBs, DarkFi pools, perps, and more [1] Key Features - BAM aims to revolutionize how Solana processes transactions with privacy, transparency, and verifiability [1] - The system is proposed to enhance Solana's competitiveness [1]