just saw the zcash documentary 'starring' zooko and i think zec is honestly going to at least 50-100B, violently when i entered crypto for the first time in 2017, zcash was the first coin i ever studied, even before bitcoin itself ofc i could only understand half of the whitepaper bc i don't have a PhD in cryptography, but i still was studying for an informatic engineering degree, so i could grasp the potential of the project and in fact, a month after i bought into that tech (and bought the coin on kraken), jp morgan announced they would use zcash's underlying tech, ZK-SNARKs, in their blockchain pilots or whatever zec was the first coin with which i made money by simply holding and selling, not trading a few days later, i bought a new computer and transformed it into a mining rig to mine zec i was not doing it for the money, but for the tech i wanted to help make a future with private, decentralized money possible i mined a lot of zec, but i eventually had to sell all of them bc i was broke at that time, trying to also make a business out of a startup that built a small mining farm and organized education events for cryptocurrency enthusiasts and curious life was though back then, and the bear market erased all my capacity to support zcash but zec was always there, in the back of my mind i was deeply convinced that zcash would be what bitcoin had to be, but for some reason couldn't bitcoin was and is plagued by heavy anarchy that makes so hard to do any change ever - i wasn't there for the zerocoin debate, but i witnessed the months-long debate for segwit and the block size war that ended up with the bch and bsc forks it's true that bitcoin is decentralized money, but it's also no-one's money incentives are not properly aligned if people that made 10000x are still influencing the future of the project - they're no hungry for progress anymore, they just want to maintain the status quo and newcomers, instead, want everything and fast, and that's bad as well bc ofc why should it be good zcash, on the other hand, has a system to align incentives bc a portion of tx fees fund continuous development that will inevitably change over time and always be replaced by people hungry for the best outcome possible, always this bull market is not over, it's not as we expected: money is rotating all into zec, bc recent developments and integrations weren't and still aren't fully priced in, and the gap is now closing but also, the more zec in shielded, the more privacy is solidified, and zec's value increased: so we can say there's a correlation between zec in the shielded pool and zec's price right now 30% of zec supply is shielded, so maybe zec should be 30% of btc? may be far fetched, but maybe not? this would put zec's fair value at 33k and zec's fair market cap at 539B it that'd be the case, it would mean zec's trading at a 98.8% discount nfa dyor

wtf is $ORE btw

my quant tells me bulls were just waiting for the 500$ dip (which if you remember i predicted a few hours ago) and sent zec back where it belong, i.e. on a path to 1000$ by mid december zetardios

a couple of months ago, as i came back from japan where i went for webX, i was in a very bad state i felt like i couldn’t do anything, felt forced in the day-to-day without a way out then i clicked i started taking some decisions that were not easy i took a roughly two weeks time off from day-to-day work to focus on my soul and mind i listened the book of taoism for 10+ times in less than a week, almost like a ritual i forced myself to do nothing for hours at a time, to enjoy the sun, a walk i focused every effort on playing tennis, which i found was an incredible way out of my decision fatigue at first, it was very bad, i felt i was not going anywhere, i was losing myself and then, at some point after a few weeks, everything made sense again i picked up the idea of working on a new avax economics path, i started to use a paper notebook to jot ideas on, and i started saying yes to everything turns out, when you say yes when you want to say it, it’s also way easier to say no when you want to say it i started treating myself as a platform to grow ideas and seed value i decided to focus 100% on my routine and to avoid travel as much as possible, bc i found out that travel kills routine way more than i imagined it took me TWO MONTHS to find a good, natural, smooth routine that could actually fuel my creativity every single day and now i feel in a perfect state, incredibly creative yet productive, connected but also isolated i never felt so aligned with my universe, so free think about what you want from your life, and then stop everything to learn how to get it that’s the only way to truly build something valuable

coins and amounts i think will be generational wealth money by 2030 (tens of millions) 1 BTC 2,000 AVAX 5 ETH 10,000 VANA 1,000 ENA 10 AAVE 100,000 PENGU 100 TON 5,000 AERO ofc it might change, but this is what i think now

if you’re so weak you can’t stand a red 4h price action you’re ngmi

i think we all know what's happening here this small zec dump is to rotate profits into other altcoins, finally kickstarting altseason that's good hold on to your bags boys and girls we're in for a good ride

ok yesterday's zec top was nonsense but it's not going back to 40$ you were FUDing the top at around 200$ and it went down 125$ you were FUDing again when it peaked at 300$ and it retraced 30% to 200$ you couldn't believe it when it went to 375$, and were happy that it retraced again to 300$ it went to 480$ and you still thought this was a pump and dump, and it retraced -20% to 375$ then someone (prob blackrock) truly pumped it to 700$ (!) and you called the top (but me too), and it's prob now retracing to around 480-500$ to meet with the monthly trendline i'm zodling, are you?

i took some profits is that how you do it? small but satisfying

the starknet-style zcash L2 and the red bridge L1 may be the biggest leap for zcash along with tachyon, and provide IMMENSE value for privacy interactions now, we're used to just shield our coins, with either zcash on their pools, or on on tornado cash but when we need to USE those coins, like in DeFi, we have to be transparent why can't we simply use DeFi PRIVATELY? like, basically render explorers unusable by shielding everything: sender, recipient, amount, but also STATE DIFFS, that can be stored in UTXOs on the L1 no one would know what you did with your money, WHATEVER you did with it if privacy goes everywhere and explorers are useless, i might go look for another job lol joking, we're just now exploring and executing on a strategy for maybe the MOST POTENTIALLY PROFITABLE market segment it's not over, it's just becoming much more exciting and high stake!

let's all hope that zec is going down violently on nov 24 so that we can all sell our MON airdrop and buy zec MUAHAHAHAHAHAHA

about avax price action: DATs are actually a net good for the token when you buy tokens as a DAT, you're buying it a bit like a fund would you have a time window in which you need to make your LPs happy and just like with funds, LPs for DATs expect a 5-10x from their investment to justify it so DATs are actually very much incentivized to find ways to make the price of avax go up i don't remember, and i don't even want to make real-world examples, but let's say a DAT raises 1 billion dollars to buy AVAX from a mix of OTC and market over 5 years in order for the DAT to be profitable in itself, it needs to buy some tokens at a discount and some at market price, so it's lowering their avg buying price so let's say this DAT buys 1 billion dollars of AVAX (which in this example is at 20$), at 10$ at its inception, so it has 2 billion dollars worth of AVAX at that time in this simple case, the DAT is valued at 2 billion dollars and it's mNAV is 2 billions (1X mNAV) the goal of the DAT is to make its LPs very happy with a 5-10x ROI, so at the end of the 5 or 10 years, in an ideal world, it needs to have a 5 or 10 billion dollars valuation with the same 1x mNAV or even less so what it does? at its inception, not only it says that has bought tokens at a discount, but it also says that LPs who chip in will buy equity of the DAT at a discount! So LPs are VERY interested in buying that this ofc don't always happens, bc a token may be very much requested by wall st and LPs buy equity at 1x mNAV but in cases in which the DAT needs to convince LPs, it may provide a discount on the equity, so that if the LP wants to cash out, they can have a small profit right away (if there's a counterpart to take that equity ofc) even in these cases that i mentioned, the DAT still needs to make that 5-10x, so it's INCENTIVIZED to make avax price go up in any way and this is how DATs work, thank you for coming to my ted talk

i've been working on this for a few months now, a few minutes every day to not go over lovable limits 🤣 just finished vibe coding v1 of a web app that lets me gauge how bull or bear the market is. still need to finish documentation to explain how it works in my mind, but the basic idea is that to me, bulls are here when avg stablecoin yields go over 10%, or in general when they grow (higher leverage in the market), and also when Pudgy NFTs are going higher in my mind, stablecoin yields are a proxy of the leverage of the market, while Pudgys are a proxy of retail interest there's buttons to take snapshots of the values at any given time but don't over-use it, i only got a limited number of requests that i can make using these edge functions 😅 the chart will only make sense in a few weeks when there's enough historical data, but it's a good start imho to just look at these few data points every few hours or days - i'll do it for sure, that's why i built it lol lmk what you think! yields.world

this is probably how we'll remember 2025

interestingly, among the gpt models that are racing for the best trader competition, NO ONE has ever even touched ZEC they're not degen enough, or maybe they were instructed in not believing in privacy coins?

just saw this red candle on the hourly zecusd chart we're probably doomed and going to zero

ok fuck it i don't know how to read the chart anymore it's going to 1,000$, or 10,000, who knows pure price discovery let's enjoy the ride

let's be real btc still has a big buffer down to 96k to still maintain its multi-year trendline i'm no genius, but seems like btc is headed towards a higher top into the first months of 2026, if it doesn't go below 96k this month otherwise, a new trendline would be formed, and that'd be a whole other story

buying zcash at 622$ is like buying bitcoin at 622$

can’t be real

few things are exciting these days like: - ranting on x and watching weird convos happen between people who maybe would have never even talked with each other - opening pokémon packs and pulling a god pack these two things have much more in common than you think