retail trader.
Joined February 2025
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OverClicker retweeted
about 2 hours after the blue wave and democrats already throwing out headlines about going after trumps crypto grifts. that was quick.
most likely, a democrat congress means two years of wealth tax talk, talk of billionaires paying their fair share, taxing unrealized gains, etc etc. and it's not a US only thing, every country is running some version of the same conversation about inequality right now.
every one of those headlines is free marketing for encrypted bitcoin (zcash).
and all of that is pointed at a ~20b market cap coin that has been the most reflexive thing in the market the last 12 months. it does not take much money to move it.
i think the narrative keeps building through ‘27 and into ‘28, and no other coin gets this kind of tailwind handed to it.
zec is a store of value, and narrative is what it runs on.
OverClicker retweeted
Les Canadiens auront un choix clair à faire lors des prochaines élections partielles.
Soit continuer sur la même voie avec les libéraux de Mark Carney : des coûts plus élevés, une hausse de la criminalité et une immigration hors de contrôle.
Soit choisir le plan des conservateurs pour vous faire économiser, protéger votre emploi, assurer votre sécurité, réformer le système d'immigration et rétablir la promesse du Canada.
Choisissez de mettre le Canada d'abord.
OverClicker retweeted
Security risks (AI-driven hacks, mathematical breakthroughs & quantum computing) have become increasingly concerning in recent weeks both personally & for the broader market.
$ZEC looks like the best way to play this, and the market is already showing us that with clear divergence vs BTC/ETH/SOL/HYPE/TOTAL3ES over the past couple weeks.
Additionally, short-term spot & derivatives positioning looks significantly cleaner vs earlier this month. ETF flows have just flipped positive again after ~3 weeks of outflows, while coin-denominated OI is at its lowest level since August.
Separately, OTC desks are still seeing strong interest from liquid & VC funds, with ZEC reportedly remaining one of the most bought altcoins by funds even at these elevated prices.
I generally view protocol upgrades as weak catalysts in isolation, but the January upgrade feels different. Tachyon addresses the scalability improvements the community has been waiting for, while the quantum component of the upgrade addresses one of the highest mindshare risks to the industry. Together, I think they make for a much stronger catalyst than either would on its own.
I haven’t looked too deeply into the underlying tech or whether the proposed upgrades will actually deliver meaningful quantum resistance, and I don’t care to. When all the tastemakers (Naval, Balaji, a16z, Paradigm, Dragonfly & Multicoin) are pushing the ZEC narrative as a hedge against BTC, the realities of what it’s tech can or can’t actually do aren’t part of the thesis.
The combination of improving positioning, continued institutional demand, relative strength & an increasingly powerful narrative makes for an attractive setup, even in shaky market conditions. I expect my conviction to continue building as we approach January.
I have no strong view on market direction over the coming months, and the quantum tailwind for ZEC is a headwind for BTC, so I’m hedged vs BTC on a vol-adjusted basis, but think a naked long is also justified.
Quantum is the crypto equivalent of cancer and ZEC is the cure. Don’t find yourself Zidelined on the road past $2k
OverClicker retweeted
most people still think @Quotrons404 is an nft play.
it's a bet on where tokenized stocks trade.
@krakenfx built @inkonchain. xstocks gives you equities onchain. quotrons is building the xstocks liquidity rails on ink.
trading on those pools makes fees. royalties and fees go back to the holders. hardwired terminals take supply off the market.
you're not buying a jpeg. you're buying a piece of the toll road.
OverClicker retweeted
Study @Quotrons404 experiencing the lowest % downturn out of all new projects onchain
OverClicker retweeted
I bought my first penguin a week after it launched and rode the wave up until a week before abstract was released and have not an NFT until @Quotrons404 around a month ago.
I realized that pfp NFTs were doomed and the team never wanted to admit it but there really was no "utility" to be added except for vibes.
Well now that the vibes have been permanently extinguished there is still time to hop on board the next legitimate narrative, tokenized equities.
Kraken and their parent company @Payward will be leading the way with their product, @xStocksFi, to be one of the first movers in this space and hopefully the fees will be routed through enough quotron pools that will make this a generational play.
If you still believe in NFTs, its time to wake up and realize the tides are shifting. This is your last chance to adopt the future of NFTs before you are completely left behind and become a relic of time.
QWO
OverClicker retweeted
Zuck moved his desk to $META AI Lab in April.
How could anybody in their sane mind bet against this?
OverClicker retweeted
Is everybody’s plan really to hold Ethereum and Solana this cycle while they get cucked by Hyperliquid and Zcash? I mean fair is fair but I really recommend looking at some charts and deeply considering why your bags aren’t back to all time highs yet
OverClicker retweeted
Tulip King explains why Zcash demand scales exponentially with wealth
"If you have $1000 you don't care if people know, you'll fully dox your wallet and P&L. But if you have $1M, maybe you want to keep $100k private. If you have $1B, maybe you want to hide half of that. The richest people in the world aren't Elon, they're the Saudi royal family, Putin, Kim Jong-un, autocrats who basically own entire GDPs. 100% of their money is private."
"So there's an exponential return to privacy where the richer you are, the higher percent of your money you want private. As Zcash gets bigger and can absorb larger flows, larger players buy it with a higher percent of their net worth, which creates this multiplier effect being pulled from the top. Privacy compounds in the shielded pool, the pool gets bigger, it becomes more private, so it's plus EV to hold because every block it gets better. That's how you get Zcash to a trillion."
OverClicker retweeted
Privacy matters when you have millions of dollars. CT might not be able to wrap their heads around this, but BTC is for the poors. For people with 10K to their name that live in counties where their dollars are being inflated away.
What wealthy individual publicizes their networth? Never met one.
I wanna be in the coin that rich MFers are bidding this cycle. That’s ZCASH.
RT @QwQiao: the biggest regret many early bitcoiners have is over trading. trying to catch 10% moves, using excessive leverage, shorting, b…
OverClicker retweeted
When OG 2021 nft whale @The_Bogfather says Quotron is the best NFT project since Pudgy and BAYC, just do yourself a favour and take the hint… (8fig networth btw)
