Barry Silbert

Zcash will do what Bitcoin couldn’t do Looking great for $ZEC Privacy narrative is more important now than ever

@LambofCrypto @CryptoWizardd in 2015, we had no clue there was $2 trillion in demand for a global, decentralized digital store of value like bitcoin. in 2015, we also thought bitcoin was, generally speaking, a private way to store and send value around the world. Zcash will benefit from now knowing better

@BarrySilbert @CryptoWizardd is this what btc 2015 felt like Barry Thanks -zoomer

$ZEC will lead the run this season. Just like doge did in 2021 4 digits $ZEC easy The pump to 700 was just the pre pump

Who should have the right to see your financial life? @Zcash offers optional shielded transactions that use zero-knowledge proofs to keep transaction details private. Grayscale Zcash Trust (Ticker: $ZCSH) is the only pure @Zcash $ZEC fund in the world.

zcash $ZEC is freedom money 🤝

Difficult to ban what you can’t see Zcash $ZEC is freedom money

Studying the 2015 Bitcoin fractal layed over top of the Zcash Nothing can hurt me

Crypto market cap: $2.68T If 5% is privacy and ZEC wins it: $134B ÷ 16.69M ZEC = $8,029 $ZEC is $385. Do the math.

There’s no world where $ZEC is not a top 3 coin by market cap. 5.2M/21M 🛡️

@ZacharyDash 2013-2014 bitcoin playbook, actually. 2015-2020 next

$ZEC is really just speed running the 2017-2021 Bitcoin playbook

The most asymmetric trade in #Crypto is sitting in plain sight at a $2.7 billion MC. Being an academic, I have spent time thinking abt the mathematical case for $TAO, reviewing frameworks & recent reports. $1 TRILLION #Bittensor Market Cap by Sept 2034 (~370x). Here’s how: 🧵

@wallstreetbets 🫡

$ZCSH daily volume more than doubled month-over-month, averaging ~$1.7M in April, per @TheBlockCo Grayscale Zcash Trust (Ticker: $ZCSH) is the only pure @Zcash $ZEC fund in the world. x.com/TheBlockCo/sta…

$TAO Bittensor and Grayscale: $GTAO is becoming the institutional rail for Bittensor I went as deep as possible to put this together. Grayscale’s strongest move and conviction for 2026 and beyond is TAO. More specifically, $GTAO, the single-asset Bittensor Trust built to provide regulated exposure to TAO. Grayscale describes the product as tracking the Bittensor market price, less fees and expenses, through shares backed by TAO per share. The scale is still early, but the structure is serious. GTAO began trading on OTCQX in December 2025 and became SEC reporting. Grayscale called it the first publicly quoted U.S. investment product designed to provide exposure to TAO. This places Bittensor inside the same product lifecycle Grayscale has used before: private placement, public quotation, SEC reporting, and eventually an ETF path. April 2026 showed real capital movement. Grayscale Bittensor Trust issued 182,600 shares to accredited investors through private placements. Those shares represented 3,488.07875456 TAO and about $1,000,457 in proceeds. After the issuance, the trust had 2,185,400 shares outstanding. GTAO shares are backed by TAO exposure. Demand from accredited investors leads to new share issuance. New issuance leads to more TAO represented inside the product. Over time, repeated cycles like this can turn GTAO into a regulated accumulation vehicle for institutional exposure to TAO. The ETF path is already documented. The April 2, 2026 S-1 amendment states that, once effective and listed on NYSE Arca, the sponsor intends to rename the product Grayscale Bittensor Trust ETF. The filing also states clearly that the Trust’s purpose is to hold TAO and provide investors exposure through its shares. The comparison with the Decentralized AI Fund is straightforward. The AI Fund is a basket product that expresses the theme. GTAO is a single-asset vehicle that expresses conviction in Bittensor itself. Grayscale’s own research reinforces this. In its Artificial Intelligence Crypto Sector report, the firm identified Bittensor as the largest project by market cap in the sector and listed Grayscale Bittensor Trust as its primary AI-focused private placement product. BTC and ETH remain Grayscale’s mature macro products. GTAO is different. It is the emerging institutional product around the decentralized AI thesis. The facts are clear. GTAO is a single-asset trust GTAO is publicly quoted GTAO is SEC reporting GTAO has an ETF path GTAO received new issuance in April GTAO is tied directly to the leading asset in Grayscale’s AI framework Are you convinced or do you need more? If you need more, just wait and watch. You will be late. Shoutout to @_g_x_g, the dev guy with marketing vision and to all the haters of irrelevant AI tokens.

We've added Zcash support on @Quicknode ⚡ Zcash has gotten a lot of hype recently, but it’s a mature technology that’s been live in production since 2016. Unlike most privacy chains, Zcash gives users a choice: transparent (t-addr) or shielded (z-addr) transactions. With shielded transactions the sender, receiver, and amount stay private. Zcash is also faster than comparable privacy chains, with ~75-second block times and transaction fees often under a cent. Quicknode has launched transparent support for Zcash Mainnet and Testnet, archival data support, and full documentation. We'll be doing more with Zcash in the coming months. ➡️ quicknode.com/chains/zcash

Zcash ETF volume doubles as ZEC’s shielded supply hits record highs theblock.co/post/399264/zc…

I've been completely $TAO pilled. 💊 This is the most likely network to decouple from $BTC price action [crypto macro] over time. The architecture of Bittensor is absolutely brilliant : 128 subnets vying for incubation via emissions based on their production of intelligence [utility] which other subnets and users can tap into and leverage - profound. The way BTC changed money - Bittensor is changing AI. The merger of crypto x AI will seem obvious eventually - the way that Bitcoin does today. The demand for decentralized intelligence will go parabolic in the same way the demand for decentralized money has - it is apodictic.

The National Treasury has released its draft Capital Flow Management Regulations, proposing significant changes to how crypto assets are treated under South Africa's exchange control framework. Read our full stance here. Luno is preparing a formal submission to the National Treasury, and we encourage you to do the same. The public participation window is open until 18 May 2026.

Must read thread re State of Bittensor $TAO from @YumaGroup’s COO