They said crypto was “decentralized.” Arkham shows you that wallets don’t lie.
Arkham started with a bold goal: deanonymize blockchain flows and make entity-level tracking mainstream. Today, its AI-powered platform ingests multi-chain data, clusters wallet ownership, and links it to real-world entities — from exchanges and funds to hackers and insiders.
At the core is the Intel Exchange, a marketplace where users can buy/sell crypto intelligence. This turns on-chain sleuthing into a new “data economy” powered by $ARKM.
Max supply: 1B
Utility: staking, bounties, governance of Intel Exchange
Distribution: team, investors, ecosystem, bounty reward.
ARKM is pioneering a new sector: “DeFi for data.” Instead of paying firms like Chainalysis, anyone can contribute research and get paid. That’s a paradigm shift for on-chain intelligence.
Growth of Intel Exchange listings & bounties
Cross-chain data coverage
Adoption by security teams & regulators
Circulating supply unlocks
Arkham isn’t just a dashboard — it’s the marketplace for blockchain intelligence. If on-chain data is the new oil, $ARKM is building the refinery.
2. EigenLayer (Restaking Protocol)
ETH staking was just the beginning. Restaking multiplies its power.
EigenLayer extends Ethereum security to other protocols. Instead of bootstrapping their own validator set, new chains and apps “rent security” from ETH stakers who restake via EigenLayer.
This creates a new primitive: Shared Security-as-a-Service. Developers save costs, while stakers earn extra yield.
No official token yet (speculation around $EIGEN)
Current incentives: points system rewarding early restakers
Likely utility: governance, coordination of operator sets, security service payments
Why It Matters:
Restaking could redefine Ethereum’s moat. If successful, every new rollup or middleware can plug into ETH security — making Ethereum not just a settlement layer, but the base trust layer of Web3.
Total ETH restaked (already billions locked)
Operator adoption & risk management
Token launch mechanics
Competition from other restaking models
EigenLayer is more than yield farming — it’s the start of a modular security market. If ETH is digital gold, EigenLayer is the vault service renting it out.
What if your wallet balance was tied to your eyeball?
Deep Dive:
Worldcoin is building a “proof of personhood” layer using biometric data. Users scan their iris with the Orb device, get a World ID, and receive $WLD tokens.
The idea: differentiate humans from bots in a world of AI spam, while distributing a universal basic income-like token globally.
Tokenomics:
Max supply: 10B
Circulating supply: small % (heavily vested)
Utility: identity verification, governance, ecosystem payments
Criticism: heavy VC allocations, centralization of Orbs
Why It Matters:
AI-generated accounts are already swarming crypto. A scalable identity layer could be the missing piece for governance, social media, and financial systems.
What to Watch:
Orb adoption outside crypto-native regions
$WLD price vs. unlock schedule
Regulatory scrutiny (biometrics = sensitive data)
Developer adoption of World ID as an authentication standard
Worldcoin
is controversial — but if identity becomes a bottleneck, the first mover in proof-of-personhood could be massive.
