(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 canโt compete in options
38:28 Pearl is AI-secured Bitcoin
46:36 miners are switching to AI
49:09 a real man's coin