Joined November 2020
Pinned Tweet
“The solution to the problem, which you see in life, lies in living in a way that makes the problems disappear. The fact that life is problematic means that your life does not fit life’s form. You must therefore change your life, and once it fits the form, what is problematic will disappear. But don’t we have the feeling that someone who sees no problem in life is blind to something important, indeed to the most important thing of all? Don’t I want to say that he is just living blindly, like a mole, and that if only he could really see, he would see the problem? Or shouldn’t I say rather: a person who lives rightly will not experience the problem as sorrow, and therefore as something problematic, but rather as a joy; that is, as a kind of luminous halo around his life, not as a doubtful background.” Wittgenstein, 1937 notebooks (MS 118)
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ZEC has only just surpassed its previous circulating market cap ATH % against BTC that it set way back in 2017 (1.4%). There is nothing else in crypto that has been around this long that has seen a resurgence like this in BTC terms.
bought more zcash and ready for the next round of re-rating target for the cycle remains 5-10% of btc
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this is so good
This explains Zcash, Pearl, etc.
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this is a genuinely lovely exchange. the effects AI will have are going to ripple across all of us in unique and unexpected ways
As @friedberg and I discussed last week
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DL retweeted
People read one emotional Matt Green tweet about public key encryption, spent 0 seconds thinking about it, and decide to panic. Sure ECDLP will be broken with QC's one day. But there's so many levels to this being wrong to panic over. - 0 actual progress on attacking anything - We have tons of alternate plans available. - Quadratic advantage hash-based PKE - Lattices - Multivariate polynomials - A whole field of KEM's from fine grained cryptanalysis. (Fun fact, works even if P=NP) Sure you can wake-up and choose doomer and be wrong. We have decades of cryptography to draw from on for all the above options, AND how to build a lot of what we want from UX tweaks without PKE. PKE just made a lot much easier, and less web of trust routing like.
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The $ZEC pool is now live on THORChain. The network churned and every node is watching the Zcash chain. @Zcash now has a truly permissionless venue. Trading is the next step. Liquidity is shallow for now and will grow over time, so trade with caution in the early days.
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I’ve never been more bullish on anything as I am on $ZEC. It has a cracked and functional dev team. It’s quantum recoverable. It doesn’t have the Saylor overhang. On narrative it's a simple pitch. Everyone missed Bitcoin but actually Bitcoin has some problems and now maybe you get another go. When you zoom all the way out on the chart it has the helpful first candle that makes everything since look small. It implements Satoshi's original digital cash vision which Bitcoin failed to achieve. It's not tied to fundamentals - it's only comp is Bitcoin which is 50x the price. So in a bull market it can absorb all the excess liquidity. And right now people are targeting 10% of Bitcoin's price as a goal. But if it gets there the goal will shift to a full flippening. And at that point it would seem possible. Tbh I think maybe it is possible.
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ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 parabolic ethereum:0x808507121b80c02388fad14726482e061b8da827 next
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pretty much undefeated to fade CT whenever it goes full panic mode
a lot of people are really scared about Garrets position but this feels a lot like the "dump" after the Greyscale ETP launch than anything to do with Garret before he showed his full hand today, Garret's liquidiation price was in the high to mid 4000s, no one really thought we were going there anytime soon. especially the larger allocaters who have driven this move (see Ardi's twet below) ZEC PA today is mimicking other recent parabolic coins (VVV, near) that are also down similar amounts so more likely we are just seeing some healthy consolidation meanwhile CT is doing its usual hyperventilating @notthreadguy xitter.cf/ArdiNSC/status/2101344…
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Bitcoiners who sold for Zcash through NEAR intents are up massively as a group. Together their ZEC stake is worth $736M and represents 468,606 ZEC or 2.92% of the network. Strong showing. It would be worth $200.4M if left in Bitcoin (just back to break-even vs if they had sold to cash btw!). Backfill still in progress btw, data from Oct 11, 2025 to present. zecstats.com/encryption
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zcash:native , near:native , hyperliquid:native , agents Feb 28th
Replying to @ZoomerOracle
shielded $ZEC to USDC through near intents to fund hyperliquid wallets (and then back) is the future path I’ll ask my agents to use to build shielded wealth privacy is underpriced. intents are underpriced
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a lot of people are really scared about Garrets position but this feels a lot like the "dump" after the Greyscale ETP launch than anything to do with Garret before he showed his full hand today, Garret's liquidiation price was in the high to mid 4000s, no one really thought we were going there anytime soon. especially the larger allocaters who have driven this move (see Ardi's twet below) ZEC PA today is mimicking other recent parabolic coins (VVV, near) that are also down similar amounts so more likely we are just seeing some healthy consolidation meanwhile CT is doing its usual hyperventilating @notthreadguy xitter.cf/ArdiNSC/status/2101344…
People keep wondering how the $ZEC move continues extending after every pullback. The latest participant data makes it pretty obvious why. Mid-sized CVD, representing trades between $10K and $100K, is still printing new highs. Retail-sized trades below $10K and institutional-sized trades between $100K and $10M are now aggressively buying alongside them. The last time we covered this data, mid-sized participants were carrying almost the entire rally while everyone else watched from the sidelines. Now, for the first time during this run, all three cohorts are pushing higher together. Pretty interesting how the participants who missed most of the rally from $400 are being forced to buy $ZEC above $1,500.
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DL retweeted
for zcash, privacy is often misunderstood as the end all be all that certainly serves a clear market segment and is incredibly important but I posit the more significant part of privacy is its role in enabling a better monetary asset privacy enables choice, but more importantly it enables the safe haven and fungibility required for a true internet-native SoV internet-money by default has historical information attached to it which means that one coin may not actually be fungible for another coin (i.e if the Canadian government determines your coins came from those supporting the truckers, they can come after you for years into the future) i.e the money you receive shouldn't come with the baggage of those who held it before you cash does not have this problem and is devoid of all information which enables true fungibility and higher liquidity in the limit, and so too must internet-native money have this property even with gold and other offshore holdings, there's a reason people (used to) put them in Switzerland to take advantage of bank secrecy but with Zcash, we now scale this to the entire planet. that's the point of tech: scale now, all you need is an internet connection and a cryptographic keypair to get all these benefits that were only available to a select few so, even if you're someone who doesn't need the privacy aspect of zcash, it's still foundational for enabling a better monetary asset along with quantum proofing and performance upgrades trillions
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happy FOMC day brotherz
This quoted post is unavailable.
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I stepped back from Zcash protocol work today. I spent years on the cryptography behind shielded pools, Halo, Orchard, Ironwood, and Tachyon. Zcash is not acting responsibly. It is racing toward planetary-scale, post-quantum private money and gambling with the financial system.
I stepped back from Zcash protocol work today. I spent years on the cryptography behind shielded pools, Halo, Orchard, Ironwood, and Tachyon. Zcash is not acting responsibly. It is racing toward planetary-scale, post-quantum private money and gambling with the financial system.
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2019: “GPT2 is groundbreaking in two ways. One is its size, says Dario Amodei, OpenAI’s research director. The models “were 12 times bigger, and the dataset was 15 times bigger and much broader” than the previous state-of-the-art AI model” theguardian.com/technology/2…
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you guys ready for the financial panopticon?
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