LearnM0AR 🦥🦣

I am begging the industry to wake up and focus on this. Investors - insist on transparency, diclosures, and standardized data. Exchanges - onboard transparency metrics, penalize tokens that don't comply. Protocol founders - speak to your investors, make disclosures, tell your stories, and sell your token (no it's not scammy to do, this isn't 2021). If we don't fix this and soon, the industry as we know it will cease to exist.

Zcash's comeback is extremely inspiring to me. After the early hype faded, the core team and community persisted through YEARS of seeming irrelevance, sticking to their vision of unstoppable private money. That conviction is now paying off. Celestia has the same DNA. A cypherpunk vision of abundant, unstoppable blockspace, verifiable by anyone in the world. The early hype has faded, but we have a cracked core team committed to the mission, ready to keep going for however long it takes. We'll see it through.

Sean Bowe’s overview of the state of Zcash’s resilience against quantum computers, and his position on how it ought to evolve: seanbowe.com/blog/zcash-and… Make sure to read all the footnotes! I agree with footnote 6.

🎙️This week @annarrose & @GuilleAngeris talk with @zkDragon about the Osmosis journey through Cosmos booms & busts, how they survived the Terra crash, the shift back to privacy, Zcash usability upgrades via PIR & oblivious sync, killing shielded sync, faster blocks, post-quantum paths, and the future of private payments. zeroknowledge.fm/podcast/397/

youtu.be/SfyiBar1-EQ?si… @zkDragon FTW

@nicksvyaznoy @grok Eoy 2026 full post quantum zcash at 100tps March 2027 500 tps

I don't get how you are considered unemployable past 70-80 years old and yet that's the age group exclusively running most countries

Lets go! This will set Osmosis community, brand + tech up to benefit from further usage and growth of all Cosmos. This easies integration BD wise as well, focusing all the effort of Cosmos onto one-chain. This has been a huge painpoint for all RWA-related issues, and bridges. Despite app-chain bridges in principle fully solving this, the off-chain side shows massive economies of improvement with concentration on a single chain. Cosmos accrues value from its utility, with Osmosis' strong brand throughout crypto. Always prioritizing user safety, UX, MEV protection and most long-standing on-chain crypto players have used us.

@osmosis @sunnya97 Implications for Polaris?

Today we’re proposing something big for the Cosmos ecosystem. We’re bringing Osmosis directly into the Cosmos Hub. If approved by governance of both chains, the Osmosis DEX will be migrated natively on the Hub — unifying liquidity, governance, and security under one chain. This proposal reflects a natural evolution for Cosmos: sovereign experimentation followed by consolidation once infrastructure has matured. Osmosis has served as the primary liquidity venue of Cosmos since 2021. Now it has the opportunity to become native infrastructure of the Hub itself. OSMO holders would have the ability to convert to ATOM through a structured migration process, allowing the Cosmos to finally align around a single coordination asset. Finally, ATOM will have its first true revenue stream and direct exposure to the liquidity engine of Cosmos. For years the question has been: how does ATOM capture value from ecosystem activity? This proposal is our answer. Governance discussion begins today. Forum proposal ↓ forum.cosmos.network/t/proposal-dra…

And more good news for $TTD. FYI, Jeff Green already owns about 10% of the company. Conviction, backed by skin in the game.

The State of California has been run top to bottom by one party since 2011. Here are their results: 1) highest state income tax 2) highest rate of poverty 3) highest rate of unemployment 4) highest rate of homelessness 5) highest energy costs Hard to explain this away.

@checkmatexxxxxx When deflationary $TIA/PoG?

Post quantum cryptography is a structural tax on blockchains. The question is who pays it per transaction vs per validator. Today • Bitcoin ECDSA / Schnorr ( 64B signatures) • Solana Ed25519 ( 64B signatures) • Ethereum ECDSA (EOAs) • Zcash ECDSA / Ed25519 / RedDSA • Celestia validator signatures only (no user execution signatures) None are post quantum secure. Modern PQ signatures (e.g., Dilithium family) are 2–4KB. That’s roughly 30 70x larger than current 64 byte signatures. If migrated naively Execution heavy chains would process materially more bandwidth and heavier verification per user transaction. High TPS systems feel that friction most. Bitcoin’s throughput impact would be modest (already low TPS), but block weight and storage costs would rise. Ethereum would likely absorb pressure through gas repricing and rollup scaling. Zcash faces additional migration complexity due to its privacy proving systems. The structural distinction Execution chains pay the PQ tax per transaction. Data availability layers pay it primarily per validator. Celestia does not verify user execution signatures. Its cryptographic surface scales with validator consensus, not user TPS. It is not immune but its exposure is narrower. Post quantum is not a 2026 pricing event. It is a multi year engineering transition. Long term, architectures that can upgrade cryptography without degrading UX, fees, or throughput will capture structural premium.

@musalbas 🫡

6.5 years. cooking...

@buchmanster @penumbrazone @base Excited to try it out!

We're going after payments from first principles. Mobile-first signing. Fully private on-chain (thank you @penumbrazone). Easily allocate to DeFi yield. Pay and get paid in yielding assets. Deposit from @base or across the EVM ecosystem. With clearing via the Cycles Shielded Graph coming soon. The future of money is private and decentrally cleared. Cycles Pay is coming. A payments experience you couldn't even dream of.

@payy_link When more physical cards?!?

meet our product stack.

@checkmatexxxxxx Fewer base assets 🎯

Why the fuck does every project need a new token? If I’m building an app on Ethereum, why do I need an app coin at all? Just use ETH. Abstract it. Hide it behind the UI. Call it whatever you want but under the hood it’s still ETH. New tokens don’t add innovation. They add friction, dilution, and exit liquidity. Most “app tokens” exist because teams want a fundraising vehicle, not because the product needs one. Users want apps. Not 15 volatile coins and 4 extra swaps. The future is fewer base assets, better abstractions, and tokens only where they’re actually required.

@cyclesmoney 👀

Money is the killer app and we haven't even started

I love crypto I will always believe It's an incredible community Crypto and AI were born as siamese twins Anyone that was in both pre AlexNet understands this Elon, Sam Altman, Balaji, etc were all interested in both Two sides of the applied math coin That will merge again

We were in a bull market from Jan ’23 through roughly Oct ’25. We’re in a bear market now. Sentiment is as low, or lower, than I’ve ever seen it. And I think a lot of that is driven by this anxiety people have around “not gonna make it.” Crypto, for a lot of folks, was financial freedom technology in the sense that they could get rich quick. And that just didn’t play out the way many market participants hoped, including VCs. Most funds are performing horribly. A lot of managers are kicking themselves that they didn’t put up Kyle Samani-type returns and haven’t generated the kind of wealth that lets them retire today. People keep asking what happened to altseason. Two things. First, way too many coins hit the market at way too high valuations. A lot of that supply was driven by the usual VC / CEX / market maker machine just dumping inventory onto retail. There was simply too much to absorb and not enough fresh demand this time around. Second was meme coins. Meme coins completely hijacked retail mindshare. Way more than NFTs ever did. Retail basically said, “If the VC + exchange casino is rigged, we’ll go play in our own casino.” And they did. Liquidity that would’ve gone into venture-backed alts rotated into memes where people felt like they actually understood the game and had a shot. So when people ask where altseason went… it happened. Just not where most funds were positioned. It happened in memes, not in your standard VC-funded coins. So where are we today? We’re in a bear market. And zooming out for a second, BTC is still less than 50% off all-time highs. That’s honestly a pretty shallow dip by historical bear market standards. So can we go lower? Yes. Can we go way lower? Also yes. 80% drawdowns have happened before and it wouldn’t be crazy if we saw something like that again. My base case is this probably drags through late ’26, maybe even into ’27. So where does that leave us? We’re not leaving crypto. But the opportunity set has definitely changed. And honestly I think for the better. You should start framing the world in crypto-enabled businesses instead of just crypto companies. Things like robotics. AI. Energy. Space. It’s a big world out there. Crypto is just infrastructure that plugs into all of it. Take some time to explore your curiosities again. Put your head down and build. This isn’t the part of the cycle where you try to be a hero. Your job is to stay alive. Start accumulating positions in assets that actually have fundamentals. Real revenue. Real cash flow. Buyback and burn mechanics. Actual usage. Actual distribution. You have to ask yourself… is this team trying to build a real business, or are they just playing token games? Because that gap gets exposed fast in a bear. May the odds be ever in your favor.

One week later, might have to title this weeks post "Software is Dead...Again...Again!!"