investor. co-owner @metadaoproject. ex @lidofinance

cyberspace
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owning a piece of metadao is like owning a royalty on the success of internet-native organizations (tokens > equity) on solana apart from the team being best-in-class, that's why im bullish and believe that meta is currently seriously undervalued
not only this, but metadao also accrues a small % of each project's token which means that holding meta gives you exposure to every project launched on it
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the best investors share traits with philosophers, builders, and monks in addition to being able to synthesise huge amounts of information with a high degree of open mindedness, an investor needs to be able to convert that synthesis into a yes/no decision they need to be comfortable with failure (and introspective enough to learn from their mistakes accurately) they need to have enough courage in them to be extremely aggressive when the obvious opportunity strikes but humble enough to see clearly the limits of their circle of competence, to constantly worry that they might be missing something, and to understand the inevitability of unknown unknowns they need to be cautious enough to ensure survival no matter what happens and patient enough to do nothing when that obvious opportunity is not present (which means most of the time)
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One of the common attacks against privacy, which comes straight out of the Nazi playbook, is to build a web of laws, administrative hurdles, and everyday routines that make self-disclosure the default When you turn this sort of disclosure into a condition for ordinary life, you are able to separate the collective into groups, and to analyze and assess those groups individually: Do they have a religion that we don't approve of? Do they have a race that we don't approve of? Do they have associations that we don't approve of? Do they have assets that we think should be confiscated? From there, you have the foundations that enable you (or a future more malicious power) to act against those groups, separately from the collective The only way this can happen though is if people are persuaded that max disclosure is a normal condition to participating in everyday life To hold ZEC is to take a stance against this extremely short-sighted and dangerous philosophy that is starting to take root across the world (a philosophy that was responsible for millions of deaths only a century ago without the scalability advantages that technology currently enables) It's to believe in the possibility of a world in which disclosure is consensual A world in which the individual exists on an equal level to the State rather than being subservient to it A world in which these sorts of atrocities and power asymmetries are no longer possible
Bitcoin is insurance against fiat. ZCash is insurance against Bitcoin.
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he's right. if bitcoin was truly crypto it would be private
bitcoin is not crypto
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zcash is the internet's swiss vault
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Mert single handedly revived SOL out of its post-FTX grave He simply moving on to conquer even greater challenge Reviving ZEC, the ultimate dead coin which many failed to revive before And he is succeeding! Incredible feat, books will be written
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my answer to why zcash can't be copied (even if you somehow manage to bootstrap a $1bn+ shielded pool and a mission driven group of world class cryptographers) "firstly, what you can't copy is the proof of work distribution over 10 years... with no premine, with no ICO, with 10 years of down only, with miners having to sell all the time secondly, it's very difficult to get a social layer that has people that have lived through the cypherpunk era, in the 1980s in the 1990s, when they had to stand up to the government, when they had to risk prison to defend cryptography that sort of culture and philosophy no longer exists in the current generation. so i don't think that it's possible to recreate"
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protecting individual privacy requires defending fungibility just like cash or unnumbered gold coins, each coin should be unburdened by its history (aka hal finney test) what i've heard from those on the ground is that the DC overton window has shifted towards zk ids and proof of innocence. but without understanding the 2nd order effects re linkability, associations, and the inevitable chilling effects that follow if we don't succeed in shifting this overton window further during this administration we will, in all likelihood, end up living and raising our kids in a dystopia of our own making. one in which self-censorship is the norm, and everyone is a suspect until proven otherwise innocent until proven guilty is a bedrock principle of law in well-ordered societies: we still have it in America and it is worth fighting for this is the hill crypto needs to die on
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“and then you click shield”
you're really gonna wanna encrypt your bitcoins when aoc is president zetardio
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dump already fully retraced. wild
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how much is the cabal paying tyler for this?
Make sure you have a Plan B and a Plan Z
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Replying to @OddStockTrader
deeper than that. influencers only showing the high points of their lives makes people think that their entire lives are like that
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whichever you way you look at this, 800,000 zec of additional buy pressure backed by tyler and cameron, who really get the cypherpunk ethos, is a good thing bullish
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if you’re buying zec today download @zashi_app, send some of it there, and shield it when it’s shielded you're effectively holding it in an encyrpted black hole that can't be surveilled forget about it for a few weeks if you can (this is how you get strong privacy) after that you can send smaller amounts out when you want/need to use it you can swap within the app with near intents. sending to @payy_link usdc is pretty good for spending privately bonus: download @nym (pay for it in zec) and use it as your mixnet. get a @KeystoneWallet and interact with zashi with a hardware wallet
Your privacy comes for the fact that you started with ZEC in your self-sovereign, shielded wallet. That’s all you need (in this simple example).
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Replying to @TheStalwart
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if macro doesn’t tank us, zec will fly the shielded pool hasn’t budged. there are effectively no long term holders selling
The only people rotating out of Zcash are traders. Shielded assets are still in the shielded pool, comfy. Nothing has change, up and to the right.
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"cypherpunk is starting out as a zcash dat over time it will invest in privacy technologies, technologies that promote self-sovereignty. that's the mission really based on the cypherpunk manifesto that was written in 1993 zcash is a fork of bitcoin, same tokenomics, there will only be 21M zec. it's basically encrypted bitcoin when we think of bitcoin, storing your value there, it's very transparent we think the two coins go hand in hand all the people that love zcash, also love bitcoin. they're OGs in bitcoin the bitcoin community we met in 2012 was like 10 people. a few people here and there. in silicon valley, you could fill a room of maybe 20 people who believed in it and understood those same people that were excited about bitcoin back then are also the same people excited about zcash today we think that ai is going to catalyze zcash and the need for privacy you really want to have both [bitcoin and zcash]. you want both" @tyler and @cameron (c. 7:28)
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comfy in shielded
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no one owns enough zec
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i've been so burnt by zec in the past i'm simply not going to bet on it continuing to reach a higher mcap each cycle i'm going to ignore that the recent halving cut inflation by 66% and that the next one will make the inflation rate comparable to gold i'm going to ignore the strong signs of p/m fit with zashi and near intents i'm going to ignore the fact that the size of the shielded pool has grown exponentially over the last 12 months i'm going to ignore the global push towards all-encompassing surveillance and the increasing risk of future capital controls i'm going to ignore that zcash is starting to appeal to the next generation in a meaningful way see you at $1000
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7 days ago btc: $125k zec: $175 today btc: $110k zec: $245 remarkable
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a sloth and a mamo conquering the world together
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interesting
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big mamo energy 🤜🤛 lazy sloth energy
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“If you see a proposal for an electronic money system, check to see whether it has the ability to preserve the privacy of financial transactions the way paper money does today. If not, realize that the proposal is designed to harm, not help, individual privacy.” Hal Finney
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the next zcash is zcash
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bought some zec (and will buy more if it corrects more) apart from the fundamentals improving drastically over the last year (from a UX, organizational, and shielded pool adoption front) it feels like there's finally a meaningful vibe shift underway (fuelled by a new crop of younger holders like @mert and @arjunkhemani) my simple left curve thesis here is that the importance of privacy is up only over the next decade and zcash = most lindy privacy protocol -- with a social layer that's as cypherpunk as it gets and a very simple narrative (surveillance dystopia insurance) which i feel is just starting to resonate culturally the UX flow from shielded zec (@zashi_app) to private usdc payments (@payy_link) is very smooth today and will only improve -- i honestly think this will become my main crypto use case over the next months i also think zec probably gets more mindshare + flows as more OGs become jaded with the nonstop ponzi scheme metas, vc dumps, and quickening institutional takeover of this space zec is still down ≈35% from it's dec 9 high, while the orchard pool privacy set --green line below -- has increased by 4x since then (zec is also still ≈85% down from it's last cycle high of ≈$320 -- a time when the fundamentals and regulatory climate were significantly worse imo) the ECC feels like it has the right leader in @jswihart and the presence of @shieldedlabs (independent organization based out of switzerland) ensures there isn't a single point of failure (from a contributor / jurisdictional pov) anymore @zooko 's belief and persistence is unshakeable + @ebfull = 🐐
Replying to @goodalexander
What i do: - buy ZEC (shield it) - swap between ZEC and SOL using Zashi wallet - @theprivacycash on SOL - payy for stable spending
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zec shielded pool literally looking vertical
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nearly everyone who owns zec still feels underweight
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some people are wondering why zcash is outperforming let me reverse the question and ask you what else is there that has stayed true to the same vision for a decade, doesn’t have unlocks, mercenary farmers, or competition and appeals to the current zeitgeist?
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zec will continue to be volatile on the way up. this is feature not bug it rewards those with high conviction the most, and allows new buyers to cycle in best way to avoid getting shaken out is to shield an amount you can afford to lose and forget about it
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true there is a lot of potential asymmetry left in zec but you should also assume that 50%+ drawdowns are possible at any time
$ZEC is one Peter Thiel comment aways from beeing 5 digits
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the longer zec consolidates here the better
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you guys want V to be more active and authentic on here. then you turn around and crucify him for making a joke. what a mess
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thesis has evolved but still think celestia has a shot at making a huge comeback over the next 12 months will post a diff with current thoughts soon
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Replying to @henloitsjoyce
going into debt is definitely worth a free meal
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gmamo. fundamentals looking good this morning
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bought some more zec
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celestia has incredible momentum right now
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zcash fixes this problem if your privacy solution doesn't that's fine. but don't turn around and call zcash too idealistic to make yourself feel better zec is freedom money. and as financial flows continue to become more politicised, and connections more risky, the premium for something like zec is going to be very high
Replying to @zooko
For example, the way the government of Canada under Justin Trudeau seized the Bitcoin donations that people from around the world made to the Canadian Trucker protestors. That's not an aberration, that's the inevitable consequence of mandatory transparency.
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zcash (encrypted payments) within x (encrypted chats) would be dope
I don’t trust Signal anymore
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sending 0.1 zec to the first 10 weird mamos who respond to this with a zcash address
New decree from the Mammoth dictatorship: All colourful, furry, or corporate mamos are outlawed and must face extinction. Only the mentally disturbed and weird shall survive. Mamos shall be weird again.
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gmamo. mamut finally acquired 🫡 personally, this is a dream come true -- not only am i totally in love with his depth of expression and minimalist hand-drawn aesthetic, but perhaps more importantly mamut symbolizes the genesis of the entire @mammothoverlord collection: so he is, in a very real sense, the first mamo -- the one that gave birth to all the others. i honestly don't think i've been this excited about owning something since my dad gifted me my first pair of race skis back when i was 15.. logging off for now and opening a bottle of red. hope you all have a great weekend 🦣
Replying to @sacha @ssaintleger
Mamut was the 'Proto Mamo' and the very first iteration that went onto spawn 9998 other Mammoths. I have no idea who is looking after this Mammoth sadly. 🦣
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i believe in sloths
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tia crashed from ≈$1.5 to below $1 on 10/10 meanwhile activity has picked up meaningfully and price has remained around ≈$1 if the bull continues i expect tia to make a solid recovery from here (with technical improvements for high performance chains and bullet/payy/noble on the horizon). how high it can go is anyone's guess if we enter a bear, i don't expect the price to fall by all that much. there are no sellers left in other words it's a somewhat risky but v clear asymmetric bet
Today is the second anniversary of Celestia's mainnet. Two years' worth of iterations, learnings, ups and downs, and thousands upon thousands of Git commits. When you're building something new, you can get some things right, but you also get a lot wrong. We certainly did. I've been working on Celestia for 6 years, and have been in crypto for 15 years. I've seen the industry evolve and mature over time, from the early cypherpunk days in 2010, to the ICO craze in 2017 where everyone believed that Web3 will entirely replace Web2 and we're going to put everything on chain, to today: a more matured perspective on where blockchains actually have product-market fit. Similarly, Celestia also launched with a "build whatever" mindset, trying to be something to everyone, without a clear focus on what kind of chains people were actually going to build on Celestia's high throughput. We burned many cycles going down unproductive rabbit holes. But taking this approach led us somewhere more powerful than we could've planned: we found a hot spot of product activity. Over the past year, numerous high-performance onchain trading products have begun choosing Celestia. Why? Today, Celestia is the *only* way to ship the lowest latency onchain trading venues by any metric. You get: • 2ms latency with rollup frameworks like Sovereign SDK, • 6 second finality on Celestia (100x faster than other rollup base layers), and • ~200k TPS worth of bandwidth. Celestia is the only product that offers this combination, with projects like Bullet, Hibachi, VEX, RISE, Ethereal, and XO Market already pioneering this frontier with Celestia underneath. And while building around the needs of these projects... we now have a short-cut for doubling down in this direction :) More soon.
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"the zcashers have been bonded together by 9 years of a shared slump and they refuse to quit because of the values that it means to them the values are human agency and human dignity and the consequences of that for society" @zooko
zooko up now
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zec has fully retraced this morning's crash. not sure if it will hold, but interesting to see
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the more insane zec holders prove themselves to be, the more capital will ultimately flow into zcash
druck on why he changed his mind on bitcoin (may 2021 interview)
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the mammoth will be the most important symbolic animal associated with crypto in 20 years time every household will recognise @mammothoverlord s and what they stand for if you don't believe me or don't get it, i don't have time to try to convince you, sorry. 🦣
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gmamo
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becoming a mammoth means being: patient (long term games only — if it takes a decade or two to achieve success then so be it) persistent (we continue to move forward no matter how low the morale or how terrible the conditions) calm (whatever problems we are faced with, we know we can figure out a way to surmount them without making a fuss) community first (we are loyal and take care of our own) strong and dependable (we are the rock that others look towards when the going gets tough)
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600k+ net zec inflows into the orchard pool over the last 5 days long term holdings are continuing to increase exponentially amidst all the speculation
size of shielded pool is a fairly good proxy for long term holdings (though it's probably still a significant underestimate until ledger support happens) interestingly, amidst all the speculation, the orchard pool has increased in size by ≈40,000 ZEC over the last week
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bounce
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what if @celestia was a fur logo and a furry mammoth crashed into it
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gmamo added a new mammoth to the reserve. a rare 1/1 that goes by the name of OG Mamo we are all future OG's right now
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justin drake on why DA is the only sustainable source of flows for L1s
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zec still feeling like an underwater beachball. just be patient
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if you’re looking at zec’s resilience here, and are still convinced that this time is no different, i’m afraid i don’t really know what to say to you at this point
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i love celestia
I love Celestia
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zcash lore is insane
There's nothing else in the digital currency space like the cryptographic technique underlying #Zcash. It's a moonshot: risky, but certain to change everything if it succeeds.
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pretty impressive how they also managed to shill it to snowden
If the FBI had to shill a privacy coin to crypto bros, that'd be ZCash
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gmamo e/mammuthus acquired
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gmammoth
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celestia
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ethereum is culturally v underrated (but it takes a non western person to realize it) the fact that V can identify with US values but does not have US dominance as a 🧠🪱 makes the underlying ethos more palatable across cultures, geographies, countries ethereum is far from perfect, but when it comes to a cross-cultural schelling point (for people, nations, communities), there is no 2nd best
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celestia
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i think it’s safe to say the meme has reached escape velocity
This Zcash move reminds me of Bitcoin in the early days!
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mammoth blocks are inevitable
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top 40. still early
Zcash is top 50 in coinmarket cap Next target for $ZEC is top 25
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this is what you call missing the forest for the trees you've got to assume that any transparent address on any chain you've used will be deanonymized by an ai at some point so going from a transparent address on a CEX to a shielded address on zcash (via another transparent address) is equivalent to going from an ethereum /solana/bitcoin address to a shielded zcash address once you're in the shielded pool there is no information leakage past that point (it doesn't matter where your funds originally came from) no one can see what you've chosen to do with those funds without your consent this has strong parallels with gold fwiw. approx 22% of gold is stored as numbered (non fungible) bars in vaults. but you can reset provenance (in a sense shield it) by turning that gold into another form (recasting, jewelry, etc) -- unnumbered gold coins already preserve this property by default to a certain extent gold's ability to be free from connections in this way is one reason why dalio thinks it is a more appealing sov than btc long term. its ability to be stored in a non-private / non-fungible way (e.g in vaults) doesn't detract from that, it just gives it broader appeal
Good Alexander explains how Zcash took control of the privacy narrative “Zcash made a special deal with the exchanges so that the offramps aren’t really private. The Monero founder says that Zcash sold out”
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if you're looking at the zcash graph, look at mcap not price supply was v constrained first 3 months and inflation was v high until nov last yr (last halving) inflation is now ≈4% and will drop to ≈2% next halving first year it's really made any sense to hold zec from a tokeonomics pov zec is up ≈600% vs btc since that halving
If you bought $ZEC the first time it was at $300 in 2016 (when $BTC was ~$700) you are now down ~99.5%. If you bought $ZEC the second time it was at $300 in 2018 (when $BTC was ~$15,000) you are now down ~85%. If you bought $ZEC the third time it was at $300 in 2021 (when $BTC was ~$55,000) you are now down ~50%. But sure, this time is different.
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celestia: price vs usage (last 12 months)
I’m getting SOL $8 vibes from TIA rn. TIA is a bet on the onchain economy growing 100-1000x and the rollup vision being right. Hard not to be long here after it roundtripping its entire move since TGE.
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the zcash memetic warfare division (permissionless, organic, unpaid, unstructured) is the best i’ve ever seen skillsets are perfectly complemenatary feels like being a part of the avengers
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bitcoin was right to reject programmability but wrong to reject privacy
If you told me 6 months ago that Zcash would start absorbing Bitcoin’s original use-case, I’d have laughed. Today, I’m not so sure... In fact, I believe a strong case can be made that BTC's original cypherpunk vision has been hijacked. Not just because it has underperformed things like the $QQQ's, but because its role as a sovereign, censorship-resistant, private medium of wealth storage and transfer has been hollowed out... For example, ~9% of all BTC sits in US ETFs or government treasuries today; custodial, surveilled, fully transparent structures where individual sovereignty is basically zero. At the same time, global financial surveillance is accelerating. From EU stablecoin balance caps, eventual roll outs of CBDC’s across a range of jurisdictions and the very real possibility of a more interventionist, anti crypto “democratic socialist” US government. What many no longer discuss is that Bitcoin actually had an opportunity to fix this over a decade ago... The Zerocoin proposal, a cryptographically sound privacy layer designed specifically for Bitcoin, was brought to the community in 2013. It could have become Bitcoin’s native shielded transaction system or at least a sidechain that preserved the asset’s cypherpunk roots. But Bitcoin Core rejected it. Not because it didn’t work, but because the culture had already begun shifting toward “don’t change Bitcoin,” ossification, and risk-aversion. The team behind Zerocoin eventually left and created Zcash, implementing the privacy Bitcoin refused to adopt. Against that backdrop, Bitcoin has no credible way to shield balances or transaction flows. Even Satoshi openly acknowledged this limitation in 2010: “If a solution was found, a much better, easier, more convenient implementation of Bitcoin would be possible.” He was talking specifically about privacy. If you go back through Bitcointalk archives, it’s clear a lot of early Bitcoiners believed that if stronger cryptographic tools existed then, Bitcoin would’ve implemented them from day one. That sentiment never fully went away, and as modern ZK proving systems have matured, it’s resurfaced in a very real way. This is (IMO) one of the biggest drivers behind ZEC’s recent outperformance today. But why ZEC then and not $XMR? Monero is obfuscation, not encryption; so it is weaker from a technical POV. Further, XMR's branding as a “darknet coin” permanently limits its mainstream legitimacy. Zcash, on the other hand, has consciously rebranded itself around freedom, sovereignty, and cryptographic integrity, not as the preferred currency of criminals... ///// The larger, more recent and timely unlock for ZEC though, is less around its branding but more around recent advances in UX. Last month, NEAR Intents fully integrated ZEC, rolling out Zashi Swaps. This has helped enable native, shielded, cross-chain swaps directly onchain and on mobile (without having to use a CEX).This is the infrastructure ZEC never had. And since its gone live, the market has reacted. $ZEC has already gone from ~$78 to a peak of ~$800 before settling in the ~$500 range today, and on Near Intents it’s now out-voluming Bitcoin: 30D: $390M ZEC vs. $272M BTC 7D: $168M ZEC vs. $94M BTC These flows tell a very clear story: since its become trivial for users to rotate their BTC into ZEC in a fully non-custodial, private way, they've begun doing it. You can also see this playing out directly on-chain. Since October 1st, nearly 1 million ZEC (+25%) has moved into shielded pools, almost all of it driven by a vertical explosion in the Orchard pool once intents + mobile UX went live. Nearly 5M ZEC is now sitting in shielded pools. Another important point: the Winklevoss twins have publicly thrown their support behind ZEC. While it may be easy to write them off as low signal these days, them throwing their weight behind a new token is very significant. People forget how instrumental they were to Bitcoin’s early breakout, they: - were among the first major BTC whales (held ~1% of supply) - helped shape the macro narrative in 2013 - provided early liquidity pipelines - and they helped legitimize Bitcoin to institutions at a time when nobody else could. In this sense, their backing isn’t symbolic but also signals to a very specific class of early adopters that ZEC is worth paying attention to. Their alignment with the Trump administration also adds a non-trivial political dimension... And it’s not just them. An increasing number of early BTC whales, have started to acknowledge that ZEC is picking up the values Bitcoin has slowly drifted away from. You can feel that shift in tone if you track who’s resurfacing in the conversation Finally, ZEC has also stood out because it’s been one of the only PvE assets since the October upgrade went live, not PvP like the rest of the space has felt. Where most of crypto has been existing participants trading against each other (plus some ETF- and DAT-specific flows), ZEC has actually pulled in new capital: - BTC holders rotating for privacy reasons - off-chain capital looking for sovereignty guarantees - and even Silicon Valley technologists who still believe in and want exposure to the original cypherpunk ethos. When you put all of this together: - institutional/government capture of BTC - rising global surveillance - Satoshi’s own comments about Bitcoin’s missing privacy layer - Bitcoin core’s refusal to adopt Zerocoin or any credible privacy upgrade (forcing its creators to build Zcash instead) - OG Bitcoiners revisiting the “what Bitcoin should have been” argument - ZEC’s technical superiority over XMR - the Zashi/Intents UX unlock - volume flipping BTC - shielded supply going parabolic - major early Bitcoin figures (Winklevoss + others) now supporting ZEC - ZEC being one of the few PvE assets this cycle …it becomes difficult to ignore the possibility that $ZEC is stepping into the role Bitcoin abandoned, a store of value with privacy and sovereignty built in.
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zec up 4% on the hourly is quite something if you're betting that crypto will recover, you should be betting on the fastest horse (this sort of relative strength has been consistent over the last month)
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this comparison between bitcoin and zcash is full of broken mental models enabling e2e encryption at the base layer fundamentally changes the targeted censorship attack vectors against a shielded zec user vs a bitcoin user (neither the nodes, the miners, or even the receiver receive any information about a z-> z transfer; the receiver only sees that they've received funds) in @ebfull's words: "there is no quantum computer or powerful AI that will be able to look back at the Zcash blockchain 1000 years from now and figure out who made every fully shielded transaction. That information, among other things, never even touches the ledger. It's already gone." so modulo app control, the attack surface that is important to hit a shielded zec user with targeted censorship is largely about network-level tracing (which requires a mixnet like @nym) as long as you're using a good mixnet zcash’s encryption renders the full nodes, miners, and stakers mostly irrelevant to this sort of attack sustained mass censorship of the shielded pool is also unlikely because all mining proceeds are paid out through shielded transactions so if a mining pool prohibits shielded transactions generally, the miners will receive no revenue from the consensus protocol, and move on to another pool that allows them to make money p.s am currently running a zcash full node on my macbook
You may be wondering, if Zcash is so great why doesn’t Bitcoin just release an upgrade with zero-knowledge proofs? This can be done easily, but it would be a trade-off that would undermine what makes Bitcoin great in the first place. No, Zcash is not “encrypted Bitcoin”. Here is a good explanation: 1. Bitcoin’s decentralization = low barrier to verification Bitcoin’s design goal is that anyone can verify the entire chain independently on modest hardware — a laptop, Raspberry Pi, or old PC. That’s why blocks are small (1–4 MB) and scripts are simple. This ensures: •Thousands of full nodes worldwide •No reliance on trusted intermediaries •Resistance to capture by miners or large entities If zk-proofs were required for every transaction, validation would demand much higher CPU and RAM resources — possibly even specialized hardware — instantly raising the bar for who can run a node. 2. Computational weight of zk-proofs Generating or verifying zk-SNARKs/STARKs isn’t cheap: •Proof verification requires heavy elliptic-curve operations and complex cryptographic circuits. •Block validation would shift from “check digital signatures and UTXO balances” (light) to “verify nested algebraic proofs” (heavy). Even modest increases in computational cost, when multiplied across millions of transactions and thousands of nodes, quickly become prohibitive. That means only data centers, exchanges, or well-funded actors could afford to validate — precisely what Bitcoin was built to avoid. 3. Centralization cascade Once fewer people can run nodes, several risks appear: •Information asymmetry: fewer independent verifiers means the community relies on a handful of entities to tell them what the “real” chain is. •Censorship pressure: regulators can target those large node operators. •Consensus risk: if only a small cluster maintains the chain, collusion or software errors could silently change rules. This mirrors what happened with Ethereum, where zk-rollup infrastructure is now maintained by specialized teams rather than the average user verifying everything locally. 4. Bitcoin’s deliberate simplicity Satoshi’s architecture was minimal for a reason — simplicity preserves decentralization. Bitcoin’s “ossified” culture treats new cryptography as adjacent layers (e.g., Lightning, sidechains) instead of modifying the core protocol. Embedding heavy zero-knowledge proofs into Bitcoin’s base layer would make node operation resource-intensive, concentrating validation power in fewer hands and eroding the system’s decentralization — the very thing that gives Bitcoin its trustless integrity.
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gmamo
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gmamo
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for the avg investor, the best way to not get shaken out of zec is to put a % in that you can afford to lose the way up will, no doubt, be extremely volatile. you want to have enough that it's meaningful, but not so much that you're regularly checking price shield and forget
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added a wartime mamo to the mammoth reserve a rare 1/1 known as Rvturn 2 Iwo Jima no doubt he will be needed
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gmamo it's always darkest before the dawn
time is a flat circle
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hyperliquid official UI next week for spot zec
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does anyone know who owns mamut the mamo? interested in talking
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gmamo. excited to announce an unprecedented @MammothOverlord x @Swatch partnership store will go live shortly. 1000 watches available. only mamo holders can purchase 🦣⌚️🦣⌚️🦣⌚️🦣⌚️🦣⌚️🦣⌚️🦣⌚️🦣⌚️🦣⌚️🦣
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btc hanging on by a thread and zec simply does not care wild
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never sell 100% of a reflexive asset in the middle of a mania
never short a reflexive asset
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one of the best things about zcash winning is that it shows other teams that it’s ok to think long term, even in crypto you don’t have to be constantly chasing the latest meta stay true to your vision and grind it out (obviously the approach you take to fulfilling it will evolve, that’s ok)
Turns out you really can reason from first principles, and then just wait a decade+ for the world to get there.
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one thing that's come out of the zec rally for me is that eth folks are more likely to complement zcash with a weird sense of superiority (almost feels backhanded) whereas sol folks are more likely to see it as complementary not competitive (they genuinely want zcash to win)
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the last time zec was at this price was yesterday
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if you’re in crypto and you don’t want bitcoin, ethereum, solana, and zcash to succeed, then you’re not really in crypto
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There's nothing else in the digital currency space like the cryptographic technique underlying #Zcash. It's a moonshot: risky, but certain to change everything if it succeeds.
There's nothing else in the digital currency space like the cryptographic technique underlying #Zcash. It's a moonshot: risky, but certain to change everything if it succeeds.
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wow
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start small, end mammoth
Start small, end mammoth
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don't think people realize yet how much of a 0 to 1 moment zashi + near intents is
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s + m ❤️
Replying to @zmanian
4. Mamos & sloths
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if btc recovers, i think we fly again if you’re shorting zec right now, you’re shorting crypto
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need to shake out all the folks who are worried about short term price movements
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