Zer 🐊

@Colasama @kneegrow68763 Do it, thanks

@kneegrow68763 you know what, maybe I should consider publishing it...

FYI. There is a fuck ton of long liquidation targets if $ZEC goes down further.

@metaversejoji I'd love to hear your thoughts on ZEC

one trade to make it all back?

@mert look how happy he is x.com/saylor/status/…

> Transparency is a feature, not a bug false, actually. source: satoshi talking about zk privacy in 2010

@mert @saylor @RayDalio Leave him alone

@saylor @RayDalio no x.com/mert/status/20…

While Bitcoin gets a lot of attention, it hasn’t played the safe-haven role many expected. In my view, there are a few reasons why. First, Bitcoin lacks privacy. Transactions can be monitored and potentially controlled, which is why central banks aren’t looking to hold it. Second, it also has a high correlation with tech stocks. When investors get squeezed in other areas of their portfolio, they sell their Bitcoin to cover it. Third, it’s a relatively small and controllable market, whereas gold stands alone. There is only one gold. Ultimately, gold is more widely held, deeply established, and still plays a central role in the global system.

@blknoiz06 xd

what you're discounting here is that $ZEC has gone through 10 years of accumulation, by the most long-term aligned people in crypto cannot compare to altcoins that go 10x on launch in < 1 year with large VC supply overhang & mostly retail perps moonboys refer to chart below

@blknoiz06 zcash

up

@ThePumponomics @mert Thanks for sharing your opinion

@sebcic3301 @mert private money that’s on the path to quantum resistance at only 6b mc with no regulatory overhang that is very cheap all things considered

Can anyone explain what’s going on with ZEC’s price? I get BTC as a store of value, is ZEC a private version of that? @mert @ThePumponomics

@jaggedah @ThePumponomics @mert Also, offshore wealth isn't about privacy alone. It's about favorable jurisdiction, banking services, tax/legal optimization, succession planning, etc.

@jaggedah @ThePumponomics @mert I think my question is why hold ZEC if I already have BTC as a store of value and other tools for privacy? I don't see two stores of value coexisting, you'd just use ZEC as a passthrough to anonymize and exit.

@ThePumponomics It's easier said than done. I think the most relevant thing is that the trader be capable of controlling their mind and following a certain number of rules that work for them. It's important to enjoy the process.

most of us (me included) dont have an edge in crypto. not a real one. i cant read charts better than anyone else. i'm not smarter than the market. what i have is a process. buy when sentiment is terrible. concentrate in a few high conviction positions. hold longer than feels comfortable. sell when everyone thinks it's never gonna go down ever again. delete the ticker. move on. that's it. there's nothing proprietary about any of it. anyone could do the exact same thing. the reason most people don't is because following it requires doing the opposite of what feels right at every single step. buying feels wrong in a bear. holding feels wrong in a drawdown. selling feels wrong in a bull. the process is simple. you don't need to be right often. you just need to be right big.

Iran never won a war, but never lost a negotiation!

@smartestxyz @HyperliquidX awesome, thanks for sharing!

After chatting with many teams about their development and the current state of their projects, the next @HyperliquidX House of all Finance paper is finally here. (drive.google.com/file/d/1uikw-E…)

@toly @buffalu__ @0xngmi Just get started

@buffalu__ @0xngmi Just do both.

Game Theory

@0xfishylosopher Good post

@uwwgo But I agree that the future is bright.

@uwwgo Crypto, by definition, seeks to give users ownership and enable them to make informed decisions. Gas is part of the mental model of how the system works. Comparing it to Tempo is also not good in my opinion, since Tempo is a blockchain for payments; it is not a valid benchmark.

ERC-20 is the worst thing that ever happened to Ethereum. I hate it. I have had to built around it for years. Thus, I wrote a hit piece on ERC-20. Here's the TLDR on why the standard is terrible: 1.) You cannot attach information to a transfer This makes programmatically building logic on erc20 payments impossible. That's really dumb. 2.) approve(). Self-explanatory. 3.) ERC-20 and Ether are both "coins", but they are different. This is very very very confusing for normies and makes for horrible UX. Read my full hit piece on the worst standard in Ethereum history here: hugo0.com/blog/how-erc20…