interesting in some sense, NEAR could execute what ETH aspired to years ago i.e., it scaled via sharding & is now acting as the hub between many chains perhaps with a few tokenomics changes, you could bring back the programmable money dream monitoring *mute tweet*

“It is meaningfully different to be a Zcash user today than literally six weeks ago.” Dev Ojha (@zkDragon) joins me to discuss Zcash’s security and UX improvements since Ironwood went live: - A quantum-recoverable, formally verified shielded pool - Proving optimizations - Onboarding links from @vizorwallet - Ledger integration for shielded ZEC

been thinking more on coherent messaging re: NEAR let's ideate from first principles: - the product of capitalism is markets - capitalism -> markets -> competition -> specialization -> fragmentation - within the specializations, there will be dominant leaders in each category - SoV: gold, zec, btc - trading: solana, hyperliquid, robinhood, binance - currencies: usd, eur, gbp - and on it goes: ai inference, private compute, real estate, international stocks, metals, e-commerce yada yada - this requires connective tissue, which has been traditionally served via something like binance - but one centralized company can not serve this need for infinite markets. there are too many handicaps, lack of network effects, and singular points of risk and stoppage. this is a rare case of decentralization being necessary. neutrality is non-negotiable for unstoppable global trade. - now, you may see where I'm going and say: well Ethereum and Cosmos already tried this. but that's wrong. what they tried to do was structurally flawed - those models required the succeeding nodes (L2s and L3s) to be from within the ecosystem, but that is incoherent since i) you can't force success, ii) if one were to succeed, they would just want to own the platform - the other model is of course the Solana/Hyperliquid model of having everything concentrated on the L1. this model works. however this requires a high-degree of specialization to be competitive. you won't out nasdaq solana. - but, NEAR does not need to do this. where there is concentration, there is also the need for connection. - especially with their chain signature architecture, instead of forcing new internal nodes, they can just discover the successful ones and connect them to each other without ideology (see: NEAR intents supporting ZEC but also ZEC on Solana!) - importantly, this is PvE and not zero sum. the more markets succeed, the more interesting NEAR becomes, i.e if Solana is one continent, and AI another, and Zcash another, then NEAR is the silk road. so I think the coherent message for NEAR is: the market of markets — the capital of capital

Your token feed shouldn’t miss transfers Normal SPL transfers never put the mint in the list of account keys, so gRPC accountInclude filters never match it LaserStream's new matchMints flag matches pre/post balances to fix this

was trolled for leading zec listing on solana 1y ago now it's the top 3 most traded asset on the chain along with several derivative uses in defi not all things are zero sum. plan to also add a light client between zcash and solana to reduce trust assumptions zolana

An idea is not a startup, and a business is not a startup either. “With AI, you don’t necessarily need to spend a million dollars on hiring an engineering team first. You can just build a prototype. It doesn’t have to be good. It doesn’t have to be polished or anything.” “A startup is a different thing. A startup is something that starts very small and gets very big.” “Even $1 in revenue is infinitely better than $0 in revenue, because it’s a psychological hurdle that people will click the button to give you money.” @mert of @helius at Solana Summit Serbia

the biggest regret many early bitcoiners have is over trading. trying to catch 10% moves, using excessive leverage, shorting, buying the more volatile betas. on an asset that ultimately went 100, 1000, 10000x. and it looks like a lot of ppl are making the same mistake with zcash. zcash is not a trade. hold it. shield it. experience the magic of z-to-z transactions. and thank urself in a few years.

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

while it is annoying the gerontocracy seems to be against all frontier tech these days and while I feel for the hardworking crypto folks in DC & american friends there is no stopping this train unstoppable internet native money & markets at planetary scale come and take it

huge one of the biggest things missing from zec has been ledger not having shielded zec support with this, the shielded pool will go up in size, which will increase total anonymity, which will reduce risk for larger and larger deposits trillions