Tulip King puts shielded Zcash in the same “magic” category as his first experiences with Bitcoin and DeFi “You look at that shielded balance, and then you’re like, oh my god, I could send this anywhere, and nobody would know” “The only other time in crypto I’ve had that feeling was Bitcoin and DeFi” “Do the ZEC magic. Shield a little bit of Zcash” For @tulipking, using shielded ZEC creates the same kind of conviction he felt when first self-custodying Bitcoin and discovering DeFi. The product experience becomes the thesis: hold private money, transact privately, understand why it matters firsthand. His message is simple: try shielded $ZEC before forming an opinion on @Zcash.

Threadguy says he’s tired of people saying “the chart looks good” instead of having a real opinion "I think saying the chart looks good is the worst framing ever. It's so stupid, like are you bullish or bearish?" "The chart can help inform your thesis but the chart can look good one minute then bad the next... you can always draw a new line" "I like to have a world view, It's way more fun than saying the chart looks good because you don't worry about the chart looking bad that much"

Threadguy explains why you don't want to be the “Fed guy” “You don't want to be the Fed guy” “You don't want to be the guy that gets called in on other people's podcasts and interviews to talk about what you think the Fed is going to do” “No kid grows up and thinks I want to be a left tackle” “But somebody's got to do it, okay”

(FULL OF ALPHA) My appearance on stream today. We talked about the reflexive price loop Zcash [road to $1 trillion] is in and who's buying it, why Derive is the most underpriced derivatives protocol in crypto, and what the hell Pearl is 0:20 Crypto Twitter has no conviction 5:10 Zcash trillion dollar price loop 11:21 Ethereum is not money 19:19 who's actually buying Zcash? 24:53 the Derive bull case 33:27 HYPE can’t compete in options 38:28 Pearl is AI-secured Bitcoin 46:36 miners are switching to AI 49:09 a real man's coin

The new generation of crypto streamers and podcasters may be biased, but they produce far more actionable content than prior generations. The biggest reason why is because they’re actually active in markets. While I get the sense that the content encourages more crowding into the same retail favorite coins (many hosts tend to reflect what is topical), I also think it provides newcomers with a really good pulse check on the market. This ultimately reduces the friction for retail to get involved. So over time I expect it will lead to more people trading. Especially on our 24/7 permissionless trading platforms.

Threadguy explains why Fooled by Randomness is the worst book he's ever read "Fooled by Randomness is my least favorite book I've ever read in my entire life. There's this category of trader that drives me crazy, these hyper-intellectualizing guys who try to justify why every single thing moves any direction, and Nassim Taleb is just perpetually hating on everyone making money because he believes his method is more Lindy. His whole bit is that in 99 out of 100 lifetimes he wouldn't blow up, but he just happened to live in the one reality where he's not rich. It's 500 pages of seething cope." "Mando said something to me that actually changed my life. He was like, you know you can just be in the best coin all the time, you can just always be in the thing that's going up, you don't have to DCA down. Zcash has gone from $500 to $1400, why wouldn't you just buy some at some point? You can rage at it and how it doesn't fit your risk management profile, or you could just buy some."

god bless this zcash pump. not just because i hold it but because it further solidifies cryptos significance to the world and your ability to make it if you stay curious and solvent for long enough. oh and also because i hold it

Threadguy explains how every zoomer under 25 just snap-call gets crypto now "I'm sitting at dinner next to this really talented 20 year old, he works at a crypto company, he's been there 2 months, he's not a crypto guy, he was not buying NFTs in 2021. But he just gets it, he's trading on-chain, he's banked 5 figures, no hesitation, fully gets it. In 2021 trying to explain crypto to my peers was like speaking a foreign language, it made no sense. Now every person sub 25, even if they've never touched crypto, they just off rip snap-call get it." "The bottom half of zoomers, the younger half, they're the Fortnite Roblox generation that grew up on this stuff. There's no longer going to be onboarding into crypto, it's not going to require conscious thought, they just get it. They understand coins the way they understand Fortnite skins. It just makes sense, it's not a thing you have to think about."

Threadguy says Zoomers understand crypto in a way that millennials never could “In 2021, when I was explaining to people my age or older than me what crypto was, it was like a foreign idea. It just made no sense” “Now in 2026, every person under 25, even if they’ve never interacted with crypto, just gets it off the rip” “The age range of Zoomers is 14 to 29, which is crazy. If you’re in the younger half of Zoomers, you’re part of the Fortnite and Roblox generation. You understand coins, Fortnite skins, and NFTs. It just makes sense” “At this stage, there’s no longer going to be onboarding into crypto. It’s not going to be something that requires conscious thought. They just get it”

Tulip King explains why Zcash is destined to go to $10,000+ “I think it’s an ascendant coin. Money is gold, seashells, whatever it is. Bitcoin has some flaws, like quantum and privacy, that were able to push Zcash to a certain point. But the funniest thing about money is that price is the product. This is something Bitcoin OGs were good at pushing. BTC becomes an easier hold as the price goes up” “We’re starting to enter the reflexive price loop for Zcash. Maybe your timeline is 10 years. It hit $1,000. It has the potential to hit $10,000. Does anybody think private money will be less important in 10 years than it is now?”