God. Discipline. Certainty.
4.6K posts
Updated Crypto: $ZEC $CYPH bittensor:native Equites: $ZETA $RIVN $OSCR $GEMI $RKT $NKE $SNAP $BEAM
I went to the second Bitcoin conference ever, 2011 in Prague. It was exciting and the energy was palpable, I would have never guessed at the time where Bitcoin would be now. I wasn't all in, this was very much an exciting toy project to me and I focused too much on the shortcomings (mainly the lack of privacy). This month I was at the @zodl_co summit in Prague, almost 15 years later. In a way the energy was similar. But Bitcoin is a trillion dollar asset now and crypto has become an entire industry. What I witnessed was a room full of world class cryptographers, protocol engineers, builders, industry leaders, investors, and more who are really going for it. Everybody I talked to was really committed. Many are all in. Nobody thought this is an experiment. This time I'm all in. This time we will separate money and state for good. The next 15 years in crypto will be incredible.
Raoul Pal on his recent Zcash allocation: "In the world of store-of-value there is only one - or there was only one, really." "But now we've got another one which is a sub-section of that." "Privacy, in the world, has value." "I think people will understand that more, so therefore, it's a very easy trade. It's $BTC w/ privacy." FT @RaoulGMI @KevinWSHPod @RealVision.
Over the last 15 days, Zcash was 23.8x over-weighted on NEAR swaps (volume/mkcap). That's the highest of any asset tracked and the highest I have seen for Zcash. Zcash +$5.9M of net flows in the time range. Bitcoin is under-weighted vs market cap and has lost $21.1M in net flows. Over the last year, $111M of net flows from Bitcoin to Zcash on NEAR.
*GOOGLE AGREES TO BUY 100% OF INITIAL OUTPUT FROM ARKANSAS 'STEEL RIVER' SOLAR + BATTERY PROJECT - FT *PROJECT TO DELIVER 1.6GW OF SOLAR & 2GWh BATTERY STORAGE BY 2029 *100% DOMESTICALLY-SOURCED SOLAR PANELS TO BE SUPPLIED BY FIRST SOLAR, BATTERIES BY LG PHOENIX $GOOGL $FSLR
Should the Zcash transparent pool be phased out? Yes, and "compliance" is not a reason to keep it. 00:00 Why I changed my mind 00:25 Gemini proves shielded works on exchanges 02:03 Quantum: privacy is protection 02:45 Viewing keys make shielded fully compliant
$PYPL $CYPH $ZEC $ENPH $RIVN $ZETA $RKT 2026 portfolio, all-in
Privacy chains have always traded auditability for privacy ironwood by eom is the first serious attempt to have both - making ZEC supply verifiable day one via turnstile migration + adds quantum recoverability to the new shielded pool imo market is still underpricing what this means for zcash:native
Over the last 15 days, Zcash was 23.8x over-weighted on NEAR swaps (volume/mkcap). That's the highest of any asset tracked and the highest I have seen for Zcash. Zcash +$5.9M of net flows in the time range. Bitcoin is under-weighted vs market cap and has lost $21.1M in net flows. Over the last year, $111M of net flows from Bitcoin to Zcash on NEAR.
