Joined March 2025
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May 26
1/ Most privacy tokens died after Tornado got sanctioned.
One didn't.
One got endorsed by Vitalik, integrated by the Ethereum Foundation, and is now generating $4.9M/yr in fees.
Let's talk about @RAILGUN_Project and it's future 🧵
Full Dashboard: therailgunv5.vercel.app/
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May 27
You ain't ready for the next leg. ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d @RAILGUN_Project
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May 26
zcash:native : $10.6B mcap, $537K in annual fees.
ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d : $200M mcap, $4.62M in annual fees.
One of these is mispriced. The market is starting to figure out which.
ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d ran from $1.30 to $3.55 in a week.
Today's volume printed $4.44M — north of 7x the trailing average. This is what repricing looks like in real time.
The catalysts behind the move:
Vitalik publicly pushed $2.6M through the protocol. Not a tweet, not an endorsement — actual flow.
The Ethereum Foundation folded Railgun into the Kohaku SDK. Any wallet can now bolt on Privacy Mode without writing a line of ZK code.
Coinbase published research confirming the cryptography is quantum-resistant.
a16z flagged privacy as their #1 crypto thesis for 2026.
Grayscale added it to their 2026 Outlook.
The EU's AMLR delists Monero and Zcash in July 2027. @RAILGUN_Project is the only compliant option left standing.
74% of the supply is staked. Float is thin enough to feel every bid.
What hasn't happened yet:
Kohaku integrations are still in the pipeline. MetaMask, Rainbow, and Ambire have all signaled.
Ledger was just confirmed and isn't reflected in price.
Shielded TVL sits at $94M against Ethereum's $75B. The addressable market is roughly 800x current usage.
Every new wallet that ships tightens a float that's already barely liquid.
Run the math: ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d at $10 is a $572M coin. Against the Zcash comp, that's still cheap.
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May 26
The privacy sector got nuked in 2022.
Tornado sanctioned. Aztec Connect deprecated. Every privacy coin re-rated to zero.
The market decided privacy was uninvestable.
That decision is now ~3 years stale, and the gap is widening.
@RAILGUN_Project @RailgunIntern ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d
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May 26
Railgun does $4.9M/yr in fees on $91.88M TVL. That's a 5.3% revenue-to-TVL ratio.
Higher than Uniswap. Higher than Aave. Higher than Lido. $RAIL trades at a fraction of their multiples.
@RAILGUN_Project $RAIL
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May 26
1/ Most privacy tokens died after Tornado got sanctioned.
One didn't.
One got endorsed by Vitalik, integrated by the Ethereum Foundation, and is now generating $4.9M/yr in fees.
Let's talk about @RAILGUN_Project and it's future 🧵
Full Dashboard: therailgunv5.vercel.app/
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May 26
15/ Full dashboard with the data, charts, tokenomics breakdown, and full investment thesis is here: therailgunv5.vercel.app/
Not financial advice. Always DYOR.
But this is one of the cleanest infrastructure setups I've looked at this year.
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May 26
If this was useful, drop a like and a repost - helps more people find the research.
Following @buildArjun for more deep crypto threads like this.
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May 11
I have seen multiple tweets and comments that ask "Will $RAIL go up"?
The correct frame is not "will RAIL go up?" - it is "does this problem that $RAIL is solving become unavoidable?"
If yes, position early and hold through noise.
Full Report: therailgunv3.vercel.app/
$RAIL
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