Many people compare VVV and ARX, but actually, the two aren't competitors—they're upstream and downstream players in the privacy AI space. VVV, as an application layer, has successfully validated the market demand for privacy AI. But private interactions are just the starting point. High-value scenarios like finance, enterprise, and AI Agents still require foundational security capabilities. Arcium focuses on encrypted execution networks, handling data encryption computation and trusted execution, serving as the infrastructure backbone for privacy AI development. The ARX TGE isn't just about launching a new token; it's a critical moment for the market to reassess the foundational infrastructure of privacy AI. Applications create demand, but infrastructure determines the ceiling of the industry.