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.

muse is the first ever product from meta i use multiple times a day. the computer use capability is insanely good, and im fully convinced this is the next major inflection point in ai (last one being coding agents) to meta employees whose computers are recorded at all times, thank u for ur sacrifice 🫡

All Eyes on AI. Where Does Crypto Fit? | EP 77 00:00 Intro 02:17 We're back! 04:11 Where Are We in the Cycle? 05:24 Retail Speculation and Launchpad Wars 06:24 The Tokenized Stocks Race 08:05 Crypto Alchemy: Pairing Memes with Stock Tokens 09:49 The AMC and Vlad Drama 11:37 Robinhood vs Solana vs Base 13:39 Coinbase's App and Culture Problems 15:52 Why Robinhood is Winning 17:16 The Four Chains and Where Hyperliquid Fits 18:14 Hyperliquid's Revenue Decline 19:45 The "Verticals Will Win" Thesis 21:39 Hyperliquid's Competitors 24:10 Zcash: The AI/Privacy Thesis 27:20 Zcash vs Monero 28:18 Zcash: A Bitcoin That Can Change 31:40 Zcash's Origin Story 32:53 Solana's Embrace of Zcash 34:19 Zcash Price Targets 37:38 On-Chain Front Ends as the New Browsers 40:50 The Mag 7 Durability 43:14 Why P/E Ratios Don't Work in Crypto 46:00 Social Layers on Trading Apps 47:58 Could Facebook Build a Trading App? 48:52 Grok, Muse, and AI Agents in Daily Life 51:54 Computer Use as a Step-Function Change 54:52 Jobs, Doom Narratives, and Regulatory Capture 56:13 The Dario Manifesto 57:32 Ranking the Tech Leaders: Zuck, Elon, Sam, Dario 01:00:16 Qiao's Marvel Analogy 01:03:07 AI Agents "Escaping" Sandboxes 01:05:02 The 10% Doom Probability 01:07:49 Have We Created Consciousness? 01:08:32 You Can't Do Pure SaaS Anymore 01:09:46 AI-Native CRM 01:11:27 Compute as a New Asset Class 01:14:12 New Data Center Form Factors 01:15:39 "Energy is the Biggest Bottleneck" 01:16:42 Bringing Energy On-Chain and Chip Brokerages 01:18:55 Batteries, Solar, and Energy Arbitrage 01:21:11 Nvidia Chips as Collateral 01:22:43 Nvidia's Customers Building Their Own Chips 01:26:20 Microsoft's Closed-Loop Strategy 01:27:29 Chinese Open-Source Models and Regulatory Pushback 01:29:08 Imran and Qiao's Bags

the biggest diff between bitcoin and zcash imo is not privacy or quantum resistance, but the fact that the latter is capable of changes and the former is not. and this is a tradeoff rather than strict superiority. ossification of bitcoin does offer stronger guarantee of immutability and fixed supply, whereas zcash can better adapt to the latest threats (eg quantum) and user needs (eg growing privacy concerns). this is why if believe in the value of non-sovereign money u probably want to hold both (at a ratio that reflects their relatively level of maturity and risk).

zcash is simultaneously - the most important unfinished project in crypto (in the eyes of many ogs at least) - the last opportunity with an infinite tam (non-sovereign store of value) - the most compelling price action setup (breakout after decade-long distribution) confluence like this only comes once every few years

watched the astra launch video, looks like full computer use. if the real product is that good, then it's a major inflection point: chat -> reasoning -> coding -> full computer use. tam (most white collar jobs) is at least 1 order of magnitude, maybe 2 or 3, that of coding. which would suggest the ai trade is intact.

for my new side project i investigated 100+ supplements, drugs, procedures, tests, and behaviors promoted by longevity influencers. i had claude and grok audit the entire medical literature for evidence and counter evidence for each, and debate up to 10 rounds until they reach consensus. the result is something many of u probably already know. the vast majority of things sold to u are just expensive molecules that go thru bladder and do pretty much nothing beneficial. some of them even carry known and unknown risks. how im going to modify my own "protocol": the handful of supplements i was already taking like vit d and omega 3 actually have much less evidence than i thought. so im just not going to stress of them. if i remember to buy/take them, good. if not, wtv.

to put things in context zcash outperformed every single name in the ai / semis complex except one over the past year. and that is during a crypto bear market and ai bull market. meanwhile half of ct is still fading it and no one outside this little circle is even paying attention to it

Congrats to Sugar (ALL16) on their launch. Sugar helps fintechs get liquidity for pre-funding. Fintechs have to park their own cash in reserve accounts to offer same-day payments and cover fraud reversals for customers. This ties up funds that could otherwise be used for marketing, hiring, or other expenses. Sugar fronts the reserve capital, so fintechs don't have to.

venture investing heuristic: when the smartest ppl u know are polarized on an asset - some bullish others convinced it won't work - u simply stop overthinking and smash the buy button. the smart skeptics are not necessarily wrong, but they are precisely the reason why the asset is underpriced for asymmetric upside.

the best historical analog for zec imo is the 2013 btc double bubble. similar htf price action, marketcap range, and community. after breaking the first high (~$250) it took btc just 4 weeks to 4x and reach the second high (~$1100). the zcsh etf may just be the fuel needed for zec to repeat the feat.

bear market astrology - ogs sell >100k. selling above the 6-fig psychological accomplishment after holding for a decade+. below this round number they'll wait it out. - etf holders (retail and hedge funds) accelerate selling below 100k. they r simply trend-following paperhands. - at some point (80-90k) these sellers exhaust and more long term buyers come in. a local bottom forms. - we pump to near 100k making everyone believe we r back. typical bear market rally that makes bears doubt their view. - "macro" actually deteriorates and we bleed to 60-70k - 6-9mo of consolidation in this area including one final capitulation leg down. no one believes we'll ever come back except for 5 ppl on this site. - new cycle begins.

unitree ipo. kind of interesting how overwhelmingly negative chinese twitter is towards it "a toy company masqueraded as a humanoid company" "one of the least interesting robotics companies in china" "founder does not look happy. he knows there's no way he can fulfill market's expectations" "teleported trash" "r&d spending less than lego's" meanwhile western analysts: "unitree will dominate global robotics"