Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡🐺

@robustus Not only have I never sold a single one of my FR, I have consistently bought more since then. @zooko

I asked Claude to analyze how much of the original Zcash founders-reward/dev-fund that was issued from mining rewards during 2016-2024 has likely been sold to date (informed by an analysis of zec's price action & various price peaks & trading volumes):

Etherealize are calling for a $250,000 $ETH. Their thesis? $ETH is "productive money": A store of value like gold or Bitcoin, but with a native staking yield built in, the way a T-bill compounds on top of a reserve asset. That combination has never existed before in a single asset. Their $250k target applies a blended gold + BTC market premium to that productive yield layer. The three demand drivers they're looking at: 1. ETF adoption pulling in fresh institutional capital 2. Staking yield demand from allocators who want return on reserve assets 3. AI/tokenization infrastructure locking up ETH as base-layer collateral Every one of those vectors reduces circulating supply while expanding the denominator ETH is being priced against. In short: The market is still pricing $ETH like tech. The repricing happens when it gets priced like money.

RESEARCH: State-level adversaries are currently archiving encrypted blockchain data, intending to decrypt it once quantum computing reaches sufficient capability. For @Zcash, whose architecture is built around hiding transaction metadata, this ‘Harvest Now, Decrypt Later’ threat shapes the protocol’s post-quantum roadmap.

🚨 BREAKING: INDOPACOM COMMANDER ADMIRAL PAPARO TELLSENATE ARMED SERVICES: "BITCOIN IS A VALUABLE COMPUTER SCIENCE TOOL AS POWER PROJECTION" AND THAT "BITCOIN IS A REALITY, A PEER-TO-PEER, ZERO TRUST TRANSFER OF VALUE... THAT SUPPORTS INTERESTS OF THE UNITED STATES OF AMERICA"

TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

Quantum topic is too nuanced for most people, so if you omit recoverability and turnstiles, you are not accurately describing Zcash's soundness position. Dev highlights some of the reasons why Zcash is in a great spot here, and there are many more:

Cybertruck is so awesome. Until you’ve tried it out, you have no idea, because there’s nothing like it. Best product Tesla has ever made to date.

Bitcoin is insurance against fiat. ZCash is insurance against Bitcoin.

zcash will be best prepared for quantum and won't be close btw with quantum, there's not only a threat to stealing funds but also to breaking privacy and tracing past private activity due to the way most systems implement privacy, they are almost all vulnerable zcash i) is the least vulnerable because of its zk design not leaking any details, ii) already has a quantum proofing roadmap in the works today to be ready by summer

JASON: “Elon seems to think we're gonna have one robot for every human.” JENSEN HUANG: “I'm hoping more … We're millions of people short in labor today. We're actually really desperately in need of robotics. All of these companies could grow more if they had more labor.”

I don't think people understand how insane this actually is... Nasdaq just partnered with Kraken to enable 24/7 trading of tokenized stocks. The craziest part is it'll run on Kraken - not through traditional brokers like Schwab or TD. Last week the Fed, FDIC, and OCC confirmed tokenized securities receive the same capital treatment as traditional securities. Kraken also just gained access to Federal Reserve payment rails, putting a crypto firm inside the same core settlement infrastructure used by major banks. Think about what that means. A crypto exchange is now becoming the platform where tokenized equities trade globally, 24/7, 365 days a year. This is how trillions move on-chain. We're in the calm before the storm. Mass adoption is coming and Mass rotation of capital is coming with it.

Zcash Open Development Lab (ZODL) has secured over $25 million in funding from a16z, Paradigm, Winklevoss Capital, Coinbase Ventures, Cypherpunk Technologies, Maelstrom (family office of Arthur Hayes), Chapter One, David Friedberg, Haseeb Qureshi, Mert, Balaji and others. If you aren’t familiar, Zcash Open Development Lab (ZODL) is the team formerly known as Electric Coin Company (ECC), the group that launched Zcash, and the creator of @zodl_app. The name is new, but our team has been building Zcash for a decade. A couple of years ago, my team and I set out to change the trajectory of Zcash with an uncompromising focus on the user experience for shielded ZEC. We released Zodl (then called Zashi) and have never looked back. The release of the normie-friendly wallet was the first step. Then came integrations with partners like Flexa for retail spending and Keystone for cold storage. Most recently, we worked with the NEAR team to unlock ZEC swaps through NEAR intents. It worked. The proof is in the numbers. The wallet has driven adoption of the Zcash shielded pool by over 400%, and facilitated more than $600M in ZEC swaps since October. Now is the time to build on that momentum and accelerate. In addition to Zodl, we are building Zallet, a full node wallet that will also underpin new desktop software. Ultimately, we intend to deliver a private, decentralized financial system as an alternative to legacy institutions. This funding allows us to bring these ambitions to life, without relying on Zcash dev fund grants to get there. I’m grateful for these investors who are partnering with us. These are exciting days for the ZODL team and Zcash more broadly. We’re in the dawn of a new era. We will get ZEC in the hands of billions. Download at zodl.com Onward.

🇺🇸 NEW: The United States Department of the Treasury admits crypto mixers have legitimate privacy uses on public blockchains.

Tachyon development has started! 🛡️ For context: if adopted, it will improve Zcash's scalability by 100x and offer a path towards post-quantum privacy.

"solana like scalability, but zcash" "this could be zcash's moment" - balaji encrypted money at planetary scale

I unironically think that in the year… let's say in 2050. That in the year 2050, that the total value (or "market cap") of 21 million ZEC could be worth more than the total value in the year 2026 of all money, goods, assets, and resources on Earth.

@PeterDiamandis Also, due to autonomy, Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude.

Coinbase CEO Brian Armstrong on crypto regulation: Banks should compete ... youtu.be/Vq_7hZW5jc4?si… via @YouTube

I’ve lost a few battles over the years, but I’ve never lost a war