.@Toly on why privacy becomes a moat after PMF

Watch full fireside from @consensus2026:

@toly Lagging feature, leading infrastructure. That's the tension. Privacy will be a requirement. The infra can't wait until then. Nobody builds a roof during a storm. Good thing KausaLayer started early.

@toly Probably you guys heard about memecoin season 1 is started, so lets go, create, climb do crazy shits and earn solana:Bb4jR951QtVjeFAYFLBYXDSMKjbTDroCLPbFLdd7pump

@toly oh shiii hey @toly @mert @dev_skill_issue look privacy...

@toly That fierce little kitten with the red bandana? He’s not just riding the rocket… he IS the rocket. Mouth wide open, eyes locked on the moon, screaming “RED KITTEN CREW 4 LIFE! @RedKittenCrew_ @TheRoaringKitty

@toly <encrypted> execution for the first time ever allow privacy to become a moat by enabling more superior applications gMPC

@toly anatoly, thoughts on Big Chungus please

@toly GUD TEK

@toly $WOLIENS = $WOJAK + $Aliens YOU AR NOT GONNA FIND A STRONGER NARRATIVE THAN THIS CA: 9q4YpAo4XnLZjEUcYdXPRuw3jMEgn6o9CUCftxugpump

@toly There is no full adoption without privacy. With @ZeraLabs SDK you will be able to simply integrate fully compliant privacy everywhere

@toly 🚀 $AVC is now officially LIVE on Raydium! The gates are open. Liquidity is flowing. ⚡ 💬 Join the community: @AvicenaHQ 📌 CA: AVCsT4qdJejSiFKaq77awPQKvAVWMcdX2RGDT8chta8g #AVC #Raydium #Solana #Crypto

@toly $arcane is coming on sol = full privacy mode activated

@toly What's the answer 👀

@toly Toly hitting the nail on the head again. Privacy after PMF is going to be the next big moat. Meanwhile smol TROL is quietly building with soul and character, no noise needed 😌

@toly AMERICA IS BACK!! Simple. Powerful. Unstoppable!!

@toly Shiron is for those who build, not just those who watch. 👀🔥 #Solana #Pumpfun #Shiron

@toly Full supply to market. Diamond hands only.
The owls are wide awake.

@toly For me that means i can focus on growing recurring payments on solana first then extend it for privacy. It's already on the roadmap, but growth and finding PMF seem to be more important.

@toly $Kori is very early with @DEXchangeNOW

@toly solana is not a privacy chain btw

@toly 100% agreed privacy is not something lagging its a missing feature that is the reason we are building privacy on-chain, which is the most important missing link!

@toly for solana (as a chain), privacy doesn't need to be the top priority as trillions come online, but for product like in @GholaXYZ's, built on solana, users overwhelmingly believed privacy was the PMF

@toly Toly dropping truth: privacy as the post-PMF moat is next-level 🔥

@toly Find PMF and then add privacy. That's our plan.

@toly

@toly 🙏🙏🙏

@toly no one pays more for privacy but it’s a good addition

@toly 面白い視点ですね。プライバシーが成功後に重要性を増す理由が気になります。

Toly is spot on, as always 🔥 Privacy isn’t just a “viral growth feature” - it’s a real moat that only turns on after you’ve achieved strong PMF. First you deliver the speed, low fees, and UX that Solana is already famous for worldwide. Once volumes scale to trillions, privacy becomes a must-have. Competitors shouldn’t see your flows, users don’t want their data exposed, and regulators will always create tension - but the technology needs to be ready. That’s exactly why Solana is in the perfect position right now: we’ve already proven global product-market fit, and the next layer - privacy (ZK, confidential transactions, account abstraction 2.0) - will turn the ecosystem into a mature capital markets layer where data becomes an advantage, not a vulnerability. Thanks, Toly, for the clear vision. The ecosystem is just getting started. Privacy after PMF is the next level, and Solana is going to nail it 🤝 @toly @solana ✊

@toly If you want privacy on Solana check out $UMBRA @UmbraPrivacy @Arcium

@toly toly always brings the heat

@toly then i’m building the right thing

@toly Only Privacy on Solana

@toly uodl