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David Hoffman explains why he sold his CryptoPunk PFP and swapped it into Zcash "The investment case for Bitcoin is Michael Saylor's gonna buy a ton of it. The investment case for ETH is Tom Lee's gonna buy a ton of it. That's a tweet thesis not an article."...

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Kai

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52,730 просмотров • 3 месяцев назад •via X (Twitter)

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Avi says Monero is used for privacy, Zcash is used to invest in privacy "You have these two privacy coins, Zcash and Monero. Monero is the coin that's actually used for privacy, Zcash is the coin that's used to invest in privacy. That's really the distinction" "That's why Zcash has an ETF and Monero is never going to get an ETF, because it is used by criminals" "Zcash is kind of something people like to buy because they like to feel good about themselves, which I do, it feels good when Zcash goes up 25%. But it is something I don't necessarily think will last forever"
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Avi says Monero is used for privacy, Zcash is used to invest in privacy "You have these two privacy coins, Zcash and Monero. Monero is the coin that's actually used for privacy, Zcash is the coin that's used to invest in privacy. That's really the distinction" "That's why Zcash has an ETF and Monero is never going to get an ETF, because it is used by criminals" "Zcash is kind of something people like to buy because they like to feel good about themselves, which I do, it feels good when Zcash goes up 25%. But it is something I don't necessarily think will last forever"

The Wolf Of All Streets

19,629 просмотров • 1 день назад

Arthur Hayes made the case for Zcash as the privacy complement to Bitcoin. Andy's reaction: "I can see Zcash at $2,000-$3,000. Anybody can understand the need for private money. Zcash is going on a generational run." Rob: "I own Zcash. As Bitcoin gets institutionalized, Zcash is becoming the chaos hedge."
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Arthur Hayes made the case for Zcash as the privacy complement to Bitcoin. Andy's reaction: "I can see Zcash at $2,000-$3,000. Anybody can understand the need for private money. Zcash is going on a generational run." Rob: "I own Zcash. As Bitcoin gets institutionalized, Zcash is becoming the chaos hedge."

The Rollup

157,796 просмотров • 4 месяцев назад

LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case mert and Tushar Jain join us to make the case for Zcash 🛡️ as crypto’s private store of value. In the episode: - why privacy may be crypto’s missing primitive, - the “private Bitcoin” thesis, - how $ZEC becomes a Schelling point, - shielded pools, quantum risk, and the return of cypherpunk money. Enjoy. -------------- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts
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LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case mert and Tushar Jain join us to make the case for Zcash 🛡️ as crypto’s private store of value. In the episode: - why privacy may be crypto’s missing primitive, - the “private Bitcoin” thesis, - how $ZEC becomes a Schelling point, - shielded pools, quantum risk, and the return of cypherpunk money. Enjoy. -------------- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts

Bankless

193,074 просмотров • 3 месяцев назад

Ansem explains why zcash:native should trade at a much higher ratio to bitcoin:native "Zcash has a lot of the same features as Bitcoin, but it's quantum-resistant and it's private. A lot of the core believers who were early to Bitcoin were also early to Zcash" "When a ton of smart people work on a really hard technological problem, solve it, and the only thing missing is attention, those are typically the best trades" "Zcash should benefit from Bitcoin doing well, and it should be at a much higher ratio to Bitcoin than it currently is"
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Ansem explains why zcash:native should trade at a much higher ratio to bitcoin:native "Zcash has a lot of the same features as Bitcoin, but it's quantum-resistant and it's private. A lot of the core believers who were early to Bitcoin were also early to Zcash" "When a ton of smart people work on a really hard technological problem, solve it, and the only thing missing is attention, those are typically the best trades" "Zcash should benefit from Bitcoin doing well, and it should be at a much higher ratio to Bitcoin than it currently is"

Market Bubble

39,596 просмотров • 1 месяц назад

.Ansem 🐂🀄️ on Zcash: "Zcash has a lot of the same features as Bitcoin, but it's quantum resistant and it's also private. The early believers in Bitcoin were the early believers in Zcash." Zcash is encrypted Bitcoin.
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.Ansem 🐂🀄️ on Zcash: "Zcash has a lot of the same features as Bitcoin, but it's quantum resistant and it's also private. The early believers in Bitcoin were the early believers in Zcash." Zcash is encrypted Bitcoin.

Will McEvoy

26,671 просмотров • 1 месяц назад

.Josh Swihart 🛡 on why Bitcoiners are migrating to Zcash: "Naval said it best: Bitcoin is a hedge against the US dollar, and Zcash is a hedge against Bitcoin." The hedges have hedges.
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.Josh Swihart 🛡 on why Bitcoiners are migrating to Zcash: "Naval said it best: Bitcoin is a hedge against the US dollar, and Zcash is a hedge against Bitcoin." The hedges have hedges.

Cypherpunk ($CYPH)

30,655 просмотров • 2 месяцев назад

Zach Pandl says Zcash has massive upside: "Bitcoin is 93% of that category, and Zcash is 0.3% of that category." "A lot going for it, a modest market cap." "I have pretty high aspirations for what we can see from Zcash this year and beyond."
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Zach Pandl says Zcash has massive upside: "Bitcoin is 93% of that category, and Zcash is 0.3% of that category." "A lot going for it, a modest market cap." "I have pretty high aspirations for what we can see from Zcash this year and beyond."

Etan

48,598 просмотров • 3 месяцев назад

.@zkdragon on his Zcash origin story: "Zcash is part of what got me into cryptocurrency... I worked with a professor at UC Berkeley who's also one of the founding scientists of Zcash, Alessandro Chiesa." Zcash attracts the smartest minds.
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.@zkdragon on his Zcash origin story: "Zcash is part of what got me into cryptocurrency... I worked with a professor at UC Berkeley who's also one of the founding scientists of Zcash, Alessandro Chiesa." Zcash attracts the smartest minds.

Will McEvoy

13,513 просмотров • 13 дней назад

So, why did the Winklevoss twins launch cypherpunk - the first Zcash Treasury Company? Why are they bullish on Zcash 🛡️? Can Bitcoin and Zcash coexist? I caught up with Tyler Winklevoss and Cameron Winklevoss last week for Cointelegraph - here's everything they said about Zcash 👇 "We're huge fans of Bitcoin. We're hodlers, of course, and also huge fans of Zcash, which we view as encrypted Bitcoin." "Bitcoin is where you store your value and Zcash is where you transact or spend your value. And so we launched a DAT, a treasury company for Zcash, but it's really dedicated to privacy and self-sovereignty to help mainstream these ideas. The catalyst for Bitcoin was the financial crisis of 2008. And the catalyst for privacy is the dawn of the age of AI." You can find the full interview on Cointelegraph YT channel below 👇
6:04

So, why did the Winklevoss twins launch cypherpunk - the first Zcash Treasury Company? Why are they bullish on Zcash 🛡️? Can Bitcoin and Zcash coexist? I caught up with Tyler Winklevoss and Cameron Winklevoss last week for Cointelegraph - here's everything they said about Zcash 👇 "We're huge fans of Bitcoin. We're hodlers, of course, and also huge fans of Zcash, which we view as encrypted Bitcoin." "Bitcoin is where you store your value and Zcash is where you transact or spend your value. And so we launched a DAT, a treasury company for Zcash, but it's really dedicated to privacy and self-sovereignty to help mainstream these ideas. The catalyst for Bitcoin was the financial crisis of 2008. And the catalyst for privacy is the dawn of the age of AI." You can find the full interview on Cointelegraph YT channel below 👇

Gareth Jenkinson

115,069 просмотров • 9 месяцев назад

. Tushar Jain admits Zcash 🛡️ reminds him of early Bitcoin - and explains exactly what convinced him the momentum was real "I love the momentum, I love the use case, I love the community around it. It reminds me of early Bitcoin days, and that's really encouraging" "What I did after it traced back is I talked to a lot of the people who were really bullish on Zcash last year, and they were still bullish. They were still sticking to their guns" "Sometimes there's a tailwind that you can just capture. The hard part is distinguishing something that has a genuine tailwind versus a flash in the pan - is it a hot money game, or are people actually buying into the story here?" Podcast out tomorrow! Multicoin Capital
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. Tushar Jain admits Zcash 🛡️ reminds him of early Bitcoin - and explains exactly what convinced him the momentum was real "I love the momentum, I love the use case, I love the community around it. It reminds me of early Bitcoin days, and that's really encouraging" "What I did after it traced back is I talked to a lot of the people who were really bullish on Zcash last year, and they were still bullish. They were still sticking to their guns" "Sometimes there's a tailwind that you can just capture. The hard part is distinguishing something that has a genuine tailwind versus a flash in the pan - is it a hot money game, or are people actually buying into the story here?" Podcast out tomorrow! Multicoin Capital

MR SHIFT 🦁

39,479 просмотров • 1 месяц назад

Zcash is one of the few crypto assets with a clear lane and little direct competition Mert’s thesis on Zcash comes down to scarcity of competition. “It’s a tiny asset, and it’s a PvE.” “Everybody needs privacy.” “It probably is the closest thing to the cypherpunk ideal of crypto from the early days still out there today.” “Who’s trying to be private money exactly?” Crypto has become crowded with trading apps, launchpads, perps and other financial products. Privacy is a different category entirely. Zcash has a clear use case: private money. And the network effect matters. As the anonymity set grows, competing against it becomes harder because a new privacy network isn’t simply competing on technology. It also has to build the same level of liquidity, users and anonymity from scratch. That gives Zcash a potentially powerful moat. Everyone is fighting to become the next trading platform. Zcash is fighting for something much harder to replace: private money. w/ mert
0:40

Zcash is one of the few crypto assets with a clear lane and little direct competition Mert’s thesis on Zcash comes down to scarcity of competition. “It’s a tiny asset, and it’s a PvE.” “Everybody needs privacy.” “It probably is the closest thing to the cypherpunk ideal of crypto from the early days still out there today.” “Who’s trying to be private money exactly?” Crypto has become crowded with trading apps, launchpads, perps and other financial products. Privacy is a different category entirely. Zcash has a clear use case: private money. And the network effect matters. As the anonymity set grows, competing against it becomes harder because a new privacy network isn’t simply competing on technology. It also has to build the same level of liquidity, users and anonymity from scratch. That gives Zcash a potentially powerful moat. Everyone is fighting to become the next trading platform. Zcash is fighting for something much harder to replace: private money. w/ mert

Kaiz 🐂🀄️

13,392 просмотров • 4 дней назад

The $ZEC Bull Case w/ mert and Tushar Jain: - Zcash 🛡️ as a private store of value - why crypto without privacy isn’t really crypto - the institutional path for Zcash - quantum risk, shielded pools, and what comes next 🟢 Early access is out now for Premium members! 📅 Out on public feeds Tuesday, May 19.
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The $ZEC Bull Case w/ mert and Tushar Jain: - Zcash 🛡️ as a private store of value - why crypto without privacy isn’t really crypto - the institutional path for Zcash - quantum risk, shielded pools, and what comes next 🟢 Early access is out now for Premium members! 📅 Out on public feeds Tuesday, May 19.

Bankless

17,440 просмотров • 3 месяцев назад

"Zcash to $1,000 is pretty much written in the stars." The market's pricing Zcash like a privacy coin. Rob's thesis says it's mispricing an AI-and-quantum insurance policy.
1:17

"Zcash to $1,000 is pretty much written in the stars." The market's pricing Zcash like a privacy coin. Rob's thesis says it's mispricing an AI-and-quantum insurance policy.

The Rollup

31,170 просмотров • 19 дней назад

My impromptu interview with threadguy about zcash, our altcoin cycle, and the future of bitcoin 1:31 breaking down the Zcash exploit 9:59 selling Bitcoin for the first time 14:17 hype is the better crypto index 16:29 the low-cap revenue bull case 20:36 BTC to a hundred million
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My impromptu interview with threadguy about zcash, our altcoin cycle, and the future of bitcoin 1:31 breaking down the Zcash exploit 9:59 selling Bitcoin for the first time 14:17 hype is the better crypto index 16:29 the low-cap revenue bull case 20:36 BTC to a hundred million

Tulip King 🌷

74,835 просмотров • 2 месяцев назад

"I run my company on Solana, but personally I hold Zcash" Mert explains why he personally holds Zcash ($ZEC), and why he doesn't see it as a competition: "Privacy is the last peeve. It doesn't really interfere with anybody else's goals, except maybe Bitcoin." "I still run my company on Solana. But personally, I hold Zcash, because what Solana aims to do is completely different from what Zcash does." "Same with all the major chains except Bitcoin." "Why would there be only one store-of-value money in a digital world? There's no reason to be zero-sum, especially now."
1:44

"I run my company on Solana, but personally I hold Zcash" Mert explains why he personally holds Zcash ($ZEC), and why he doesn't see it as a competition: "Privacy is the last peeve. It doesn't really interfere with anybody else's goals, except maybe Bitcoin." "I still run my company on Solana. But personally, I hold Zcash, because what Solana aims to do is completely different from what Zcash does." "Same with all the major chains except Bitcoin." "Why would there be only one store-of-value money in a digital world? There's no reason to be zero-sum, especially now."

The Rollup

19,417 просмотров • 6 дней назад

.mert on why he believes in Zcash: "While there are still people in jail for writing privacy code, this is the time to make the push. Zcash embodies what the cypherpunks built crypto for: cryptography for individual rights and privacy." The original thesis is still intact.
1:28

.mert on why he believes in Zcash: "While there are still people in jail for writing privacy code, this is the time to make the push. Zcash embodies what the cypherpunks built crypto for: cryptography for individual rights and privacy." The original thesis is still intact.

Will McEvoy

67,653 просмотров • 2 месяцев назад

Threadguy explains why he slammed Zcash this weekend “Everybody in the stock market is so rich right now. Everybody is up so much money… there is just trillions of dollars that have been printed in the stock market” “They’re ripping everything. We’re doing photonics now, everything’s an AI bottleneck… anything that could be remotely related to AI that hasn’t pumped, rip that, South Korea stocks now… rip that” “When I saw the metals to full AI to South Korean stock rotation I’m like people are desperate for some reflexivity” “There’s three assets in crypto that just haven’t moved Hyperliquid, Zcash and Bitcoin. Zcash is like an $8B coin… it’s worth nothing” “I’m watching Google add $500B in a day and I’m saying to myself man they’re gonna pop it” “Bitcoin, Zcash and Hyperliquid all of a sudden look good. I was bidding Zcash a little bit but then I just slammed over the weekend” “Bitcoin, Zcash, Hyperliquid are the three set up… I just got the tingle”
2:25

Threadguy explains why he slammed Zcash this weekend “Everybody in the stock market is so rich right now. Everybody is up so much money… there is just trillions of dollars that have been printed in the stock market” “They’re ripping everything. We’re doing photonics now, everything’s an AI bottleneck… anything that could be remotely related to AI that hasn’t pumped, rip that, South Korea stocks now… rip that” “When I saw the metals to full AI to South Korean stock rotation I’m like people are desperate for some reflexivity” “There’s three assets in crypto that just haven’t moved Hyperliquid, Zcash and Bitcoin. Zcash is like an $8B coin… it’s worth nothing” “I’m watching Google add $500B in a day and I’m saying to myself man they’re gonna pop it” “Bitcoin, Zcash and Hyperliquid all of a sudden look good. I was bidding Zcash a little bit but then I just slammed over the weekend” “Bitcoin, Zcash, Hyperliquid are the three set up… I just got the tingle”

Jack

64,548 просмотров • 3 месяцев назад

This week, #Zcash dropped nearly 50%! (In short, it’s had an #inflation bug for more than 4 years and now there are more rats scurrying from the ship than a Hantavirus hoax cruise) I’ve always been highly suspicious of Zcash, and with good reason: In short, Zcash is basically short for Zionist Cash, and they actually had a seed round done by the CIA, the developer buying privacy focused cryptocurrencies. Zcash has raised 500,000 from In-Q-Tel, the venture capital arm of the US CIA. You also might want to know that Zcash's headquarters are six minutes away from the CIA headquarters. Then there's Zcash and the Epstein files... including the email correspondences between Madars Virza, a co-founder of Zcash, and Jeffrey Epstein. Those emails reportedly involved tax documentation and income related to Zcash linked work along with a gift package sent to Epstein.
1:53

This week, #Zcash dropped nearly 50%! (In short, it’s had an #inflation bug for more than 4 years and now there are more rats scurrying from the ship than a Hantavirus hoax cruise) I’ve always been highly suspicious of Zcash, and with good reason: In short, Zcash is basically short for Zionist Cash, and they actually had a seed round done by the CIA, the developer buying privacy focused cryptocurrencies. Zcash has raised 500,000 from In-Q-Tel, the venture capital arm of the US CIA. You also might want to know that Zcash's headquarters are six minutes away from the CIA headquarters. Then there's Zcash and the Epstein files... including the email correspondences between Madars Virza, a co-founder of Zcash, and Jeffrey Epstein. Those emails reportedly involved tax documentation and income related to Zcash linked work along with a gift package sent to Epstein.

The Dollar Vigilante

27,773 просмотров • 2 месяцев назад

"Privacy might feel great when Zcash is up 30%. It doesn't feel great when it's down 30%. We need private stablecoins" Kain on the obvious thing in crypto that nobody has landed yet "I went down the Zcash rabbit hole and the challenge is the core asset is the only one that is private on Zcash. In order to have privacy, you hold Zcash properly shielded. But it's somewhat volatile" "It seems really obvious that we need private stablecoins. Zcash has thought about this, the community has multiple proposals. But no one's really landed it" "Tornado Cash had a USDC pool for a long time. But it's not enough to just have one pool. You need enough for it to actually work and be scalable"
2:00

"Privacy might feel great when Zcash is up 30%. It doesn't feel great when it's down 30%. We need private stablecoins" Kain on the obvious thing in crypto that nobody has landed yet "I went down the Zcash rabbit hole and the challenge is the core asset is the only one that is private on Zcash. In order to have privacy, you hold Zcash properly shielded. But it's somewhat volatile" "It seems really obvious that we need private stablecoins. Zcash has thought about this, the community has multiple proposals. But no one's really landed it" "Tornado Cash had a USDC pool for a long time. But it's not enough to just have one pool. You need enough for it to actually work and be scalable"

Laura Shin

69,679 просмотров • 3 месяцев назад

Ansem: Zcash is Swiss banking in your pocket “Instead of having to look at different bank accounts and different places to store your wealth, Zcash allows you to have access to that at any point in time and take it with you anywhere” “If you have a billion dollars in Bitcoin and send somebody $100, anybody you sent that to now knows you have a billion dollars in Bitcoin” “If you have a billion dollars in Zcash and send somebody $100, they don’t know how much you have in your actual address” “That’s the core reason I think Zcash differentiates from Bitcoin” “In my opinion, Zcash is the second best store of value behind Bitcoin. Right now it trades at around a $7B market cap, so I think it has a lot of room to do well and a lot of room to grow” “In 2016, Bitcoin was around $200 and now it trades at $80,000. In 2016, Zcash was around the same price it is right now…”
2:41

Ansem: Zcash is Swiss banking in your pocket “Instead of having to look at different bank accounts and different places to store your wealth, Zcash allows you to have access to that at any point in time and take it with you anywhere” “If you have a billion dollars in Bitcoin and send somebody $100, anybody you sent that to now knows you have a billion dollars in Bitcoin” “If you have a billion dollars in Zcash and send somebody $100, they don’t know how much you have in your actual address” “That’s the core reason I think Zcash differentiates from Bitcoin” “In my opinion, Zcash is the second best store of value behind Bitcoin. Right now it trades at around a $7B market cap, so I think it has a lot of room to do well and a lot of room to grow” “In 2016, Bitcoin was around $200 and now it trades at $80,000. In 2016, Zcash was around the same price it is right now…”

Market Bubble

119,513 просмотров • 3 месяцев назад