Are your shielded zcash:native quantum safe today? According to @zmanian, if you have a @zodl_app wallet, your coins should be safe. Full deep dive on all things Zcash in a new @Edge_Pod below with the Zaki and @sudo_ml from @sovright_ 👇

New @Edge_Pod's out! Zcash shields ZEC. But @RAILGUN_Project shields any asset. ETH, tokenized BTC, RWAs, DAI, USDC, USDT... and then it lets you use Ethereum DeFi privately. "I want my privacy mechanism to be on Ethereum." @tsu_kareta on the incognito mode for Ethereum.

One of many great finds by @Nomaticcap in this week's DeFi Frontier in The Edge Newsletter is this new yield-bearing tokenized gold (PAXGy) by @paxoslabs is really cool! Earn 3% APY on gold. PAXGy is a receipt token backed by PAXG, whose entitled quantity of PAXG grows over time.

If I shield ZEC, what can I do with it? Answer: Hold it or transfer it, right? To do any DeFi with it, I have to unshield it? So to swap in/out, I give up privacy first? I guess I could shield ZEC, transfer to other shielded addresses, then unshield later to store/spend/use it. But most CEXs only accept unshielded ZEC? So if I buy ZEC on a CEX, it has to be transparent ZEC and if I withdraw/send that ZEC to a wallet, the CEX has me now linked. In order to spend ZEC, practically speaking, then I have to unshield it, because very few, if anyone, accepts shielded ZEC? Ofc, I could pay someone else with a shielded address, if I can track someone down willing to accept shielded ZEC. All this to say, I can store value indefinitely in shielded ZEC and potentially transfer/pay it to other wallets, but the path post-buying ZEC, and prior to shielding ZEC, is likely doxxed onchain through an exchange relationship. So I can't buy/acquire ZEC, without exposing myself. And I can't use ZEC as money, without unshielding it? But it is money? Superior private money? Just money I can't use?

Important to note: > @Kinetiq_xyz raised <$2m, fractions of a fraction of competitors in staking, trading, and other general purpose ecosystems - with orders of magnitude greater results > if we did this with barely any capital, not hard to imagine what we will do with a bit more capital > my singular job is to make @Kinetiq_xyz // @Markets_xyz // @Enter_Elysium as huge as computationally possible Those who can, do Those who can’t, FUD

The kinda response I wanted to hear from @vladtenev to confirm they’re just being practical with Bitstamp due to all the proper licensing in place, to start offering perps to US customers. “We’re supportive of onchain perps, offchain perps. What product we offer first depends on regulatory structure and what’s permissible. And I think we’re also open to offering multiple products. We don’t necessarily want to have one way." ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 drawdown overblown, and would expect violent repricing back above $5 if we get any announcement of Lighter getting CFTC licensing or a RH integration in coming weeks/months. Don’t need equally bullish news to return LIT to new highs but there will be some “oh shit” moments as sellers digest this follow-up.

A 118-year-old asset manager just made @ethereum the legal record of ownership for an actively managed bond fund. Active credit management, a UK-regulated fund, and the register of record on a public network. That's the single source of truth, in production.

Unironically, Vitalik’s latest blog post was all about Ethereum’s future as a new crypto class, and he’s unapologetically obsessed with delivering that vision. This is what I mean when I say Ethereum is crypto. It’s literally the only place this mindset exists.

Options can seem complicated. So in this video, I'm breaking them down through @DeriveXYZ - from calls and puts to actually understanding the UI. We then put it into practice with: • @koolkrypto223 's call spread strategy • How options could hedge positions on @DeFiSaver Would you use options to hedge your lending positions via DeFi Saver? Let me know

I disagree here regarding $LIT unlocks being a nothing burger The Bitstamp FUD is pretty irrelevant, but the unlock FUD isn't, and it'll increasingly be the biggest impediment to allocations to $LIT in the next quarter if they aren't sorted out/gotten ahead of The "bullish unlock" as a phenomena is highly contextual and nuanced. The market "knows" these are coming, but they've also been conditioned by @HyperliquidX to expect them to be lighter 😏 than the current unlock schedule indicates. If they come out as scheduled, it'll be a problem. Lighter has one of the most talented teams in crypto, but that also means that team has some of the most optionality and leverage if they want to pivot to AI or other crypto startups. Unless Vlad can evangelize the team and get them to buy in to price targets 10x or 50x higher, as I'm sure Jeff did with the Hyperliquid team, there's a whole lot of talent that can get paid a whole lot of money elsewhere. At the end of the day, it's all about trust. If Vlad get's ahead of the unlocks and communicates the plan effectively and can rally the investors/team into buying in for higher/longer, it'll be a huge headwind removed from $LIT. But the market doesn't extend the same level of blind faith to Vlad as they do to Jeff, quite the opposite. News, deals, and events from Lighter have regularly felt leaked and front ran as opposed to Hyperliquid which is pretty airtight. In this regard, there really is no second best compared to @HyperliquidX; they are in a league of their own with regards to community trust and good will. I'm buying $LIT here because I think the Bitstamp news was a knee-jerk reaction to a headline that ultimately means nothing, but if I'm wrong, it'll likely be due to poor handling of the upcoming unlocks. The setup did just become more contrarian and asymmetric though, and I think the invalidation of the $LIT wall of worry regarding unlocks/Bitstamp combined with even the slightest hint of good news from the CFTC could lead to pretty explosive upside if people are sidelined after this.

Imagine you could shield any token on Ethereum. Imagine you could actually do things with DeFi, privately. @RAILGUN_Project is private DeFi for holding tokens, sending payments, and general DeFi applications (DEX swaps, yield vaults)... but you don't have to touch ZEC. Download the @anondotinc wallet for Railgun below. ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d