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@mkuegi

In it for the tech. #DeFi enthusiast. privacy is normal. This is no financial advice! DYOR trading @ https://t.co/xYluuUzTyD

Katılım Haziran 2013
234 Takip Edilen4.9K Takipçiler
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Kügi
Kügi@mkuegi·
The two fractals I am looking at right now: $BTC and $ZEC. BTC its just the previous cycle scaled. ZEC its the first hype cycle of BTC. No idea of this holds. But I am a simple man. If it works, it works. So far, it works.
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Kügi@mkuegi·
@the_nassar If the last category does not get the idea behind the poll, they deserve the outcome...
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Said Nassar
Said Nassar@the_nassar·
I have a theory about BIP110. This poll will either prove it or destroy it. Be honest 👇
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Kügi@mkuegi·
@zodl_co [x] I am in this picture and I like it.
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Jeremiah
Jeremiah@jeremiahrogers·
In the last five days, Zcash moved from 24x over weighted by volume on NEAR to now 33x. Basically: Zcash is way bigger on NEAR than it is in market cap (and this is increasing). The question is: does volume on NEAR predict the future?
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Jeremiah@jeremiahrogers

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.

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Kügi@mkuegi·
One of the great things about the #ZCash community: Its one of the first and only crypto communities that I know where (constructively) critical voices are really encouraged and engaged with from every level (even up to the founders and core devs). Thats how a project really grows.
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Kügi@mkuegi·
If maxis continue to fight over BIP110, they might even miss that bitcoin:native is actually bottoming...
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Kügi@mkuegi·
* Saylor says he will sell BTC to support the cash reserve and buy back MSTR + STRC -> BTC a bit under pressure * Saylor sells BTC -> BTC up * Saylor sells MSTR, doesn't buy/sell BTC -> BTC up not good for MSTR holders. very good sign for bitcoin:native
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Janel Comeau 🍁
Janel Comeau 🍁@VeryBadLlama·
1996: can't use the internet without your phone 2010: the internet stretches before you like the vast expanse of a new frontier. You dance through it, unhindered. Unburdened. You have never heard of 2-factor authentication. 2026: can't use the internet without your phone
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
95% of investors likely have no idea what they really own. Let me re-phrase that. 95% of investors like to have no real idea of what they own.
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Kügi@mkuegi·
Me trying to understand zk-SNARK and how they are used in #ZCash. Working my way from simple interactive zk games (Schnorr?) to elliptic curve math (Pedersen Commitments?) to making it non-interactive (Fiat Shamir?) and finally polynomials (making it succinct). Just to realize that this is Groth16 but Orchard uses Halo 2 which seems to be a completely different beast...
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Kügi@mkuegi·
@DylanLeClair @saylor @Strategy > saylor maxxes out Strc to buy btc at the next top > next bear is brutal again > Mstr btc holdings go below total issued $STRC > wave of Strc panic we saw this round will be dwarfed next bear
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Dylan LeClair
Dylan LeClair@DylanLeClair·
@saylor @Strategy > BTC doesn’t die > Divs keep being paid > Sellers run out of coins > BTC starts climbing a wall of worry > Fear quietly flips to disbelief > Pref credit spreads tighten > MSTR engine clicks back into gear > Skeptics remain shrieking into the void > Bull market
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calle
calle@callebtc·
I’ve never used any of this for coding: • MCPs • subagents • agent coordinators • memory systems • loops or graphs Agentic coding is becoming like photography: people obsess over the latest gear, optimize every inch of their workflow, and still never produce a beautiful photo worth looking at. Don't waste time on productivity larping. Plan, code, win.
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Sean Bowe
Sean Bowe@ebfull·
I'm particularly impressed with my own team's work on Ironwood, particularly Tachyon's @MariusMargulus who has been stitching together lemmas with the help of cryptographers from @zkSecurity, @zodl_co and others! Here's a visualization of just a subset of the proofs needed.
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Sahil Bloom
Sahil Bloom@SahilBloom·
Major cheat code for life: The ability to recognize things that don’t matter. The world will pressure you to care about every single thing. To chase every problem. To take every slight personally. To have opinions on everything. Reject that trend. Focus on a few, ignore the rest.
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Sean Bowe
Sean Bowe@ebfull·
Ironwood goes live in ten days. The possibility of counterfeiting bugs in our project has kept me awake at night. No more. Mathematical proof that undetectable counterfeiting bugs don't exist in Ironwood changes how even *I* feel about Zcash, as a protocol dev of ~10 years.
Zakura@ZakuraZcash

Ironwood goes live in 10 days. The Great Ironwood Migration achieves three goals: - Provide a credibly sound shielded pool - Give evidence no counterfeiting occurred in Orchard - Re-establish the circulating supply of ZEC. Here's what you need to know... 🧵

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