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We had a talk about prediction markets in the office today and the key takeaways were this: 1. Aside from stablecoins, prediction markets are the only crypto product that has made it into the mainstream. 2. Prediction markets are primarily retail. Because there are few

It just routes to Jupiter? They’re not even deploying any contracts or liquidity on solana? — does Uniswap really just suck?

I thank @0xTulipKing everyday for pointing me in the right direction 🙏

There's an interesting prisoners dilemma for the sovereigns buying gold. Who's gonna be the last one to drain their UST reserves? -- the chart could honestly accelerate even more from here

Had a couple hours solo drive today and passed the time listening to @0xTulipKing articles that I hadn’t had a chance to read yet. One of the most underrated gigabrain accounts on this app. Send this mfer to 100k+ followers with haste.

not gonna lie, one more bullpost about $ZEC from @0xTulipKing and I’m going to buy it

The boomers got the opportunity to buy stocks at the pico bottom, bless them. The zoomers are getting the opportunity to buy the next forms of money (Bitcoin, Gold, & Zcash). -- you can make the argument we've actually drawn the better hand

I'm not convinced this is much of a top signal. Retail is typically the exit liquidity of institutions, while institutions are typically the exit liquidity of sovereigns. So long as central banks keep diversifying reserves out of dollars and into gold, I doubt retail buy/sell

I think what's more interesting than neobanks is what comes after. What does it look like for somebody to be able to spend $1 Billion dollars completely unencumbered? What new types of products and services do the crypto bros want? -- who's building an investable business/token

Here's the neobank thesis

These types of upgrades will be hugely beneficial to Zcash in the long run. I think Zcash network should scale throughput such that ZEC can be used more like cash, which was the original intent of Bitcoin. Bitcoin can be the pristine SoV while ZEC can be cash (private & fast)

weekly log(ZEC) actually says $3k+?

Applying the Murad framework to ZEC: 1. Coin has a Cult-like Community:✅ Yes, the privacy bros are cultish. 2. Coin New to this Cycle:🟨 I think ZEC is new to the scene for many given its lack of relevance since 2017. 3. Coin represents a New Category / New Theme:✅ The

Calling ZEC "2014 Bitcoin" is very meaningful. It means that ZEC absolutely is not money... but it could become money. Don't forget in 2014 when Bitcoin was trading under $1,000 -- it was priced fairly given the unlikeliness of survival, that's where I see ZEC today. If it was

I think the move here is to buy then literally forget you even bought

Trying to divine some wisdom aligning zcash to bitcoin, ancient charts say we can juice more out of the move. But to go higher we'd run out of parallels to bitcoin's price history. That's fine since the market is very different to the 2013/14 Bitcoin market, but you're gonna have

"Why are you holding stocks? That's my high level takeaway there." @0xTulipKing on whether @ayyyeandy should rotate Coinbase stock into Galaxy stock and why the entire premise might be wrong.

Ansem tweet sends coin higher -> bull market Ansem tweet sends coin lower -> ???? market

Is the appchain thesis right: Hyperliquid & Zcash are the two breakout projects of the cycle imo