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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."... show more

Kai

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52,730 次观看 • 4 个月前 •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"

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

82,280 次观看 • 1 个月前

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."

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 次观看 • 5 个月前

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

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

195,072 次观看 • 4 个月前

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"

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 次观看 • 3 个月前

🚨 RAN NEUNER: ZCASH COULD BE AS BIG AS BITCOIN Ran Neuner says his strongest case is that Zcash offers everything he values in Bitcoin, plus privacy. “I even believe that it can be as big as Bitcoin because Zcash is a better version of Bitcoin”

🚨 RAN NEUNER: ZCASH COULD BE AS BIG AS BITCOIN Ran Neuner says his strongest case is that Zcash offers everything he values in Bitcoin, plus privacy. “I even believe that it can be as big as Bitcoin because Zcash is a better version of Bitcoin”

Whale Narrative

13,818 次观看 • 14 天前

.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.

.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 次观看 • 4 个月前

.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.

.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 次观看 • 3 个月前

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."

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

48,616 次观看 • 5 个月前

.@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.

.@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 次观看 • 1 个月前

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 👇

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

118,611 次观看 • 10 个月前

Zcash is the kind of trade Ansem looks for before attention catches up Ansem’s Zcash thesis comes down to technology, people and attention. “Zcash has a lot of the same features as Bitcoin, but it’s quantum-resistant and it’s private.” “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.” ZEC shares much of Bitcoin’s monetary DNA while adding privacy and stronger preparation for quantum risk. Ansem also points to the overlap between early Bitcoin believers and people who recognized Zcash early. The trade becomes especially interesting when strong technical work already exists while market attention still lags behind it. That gap between fundamentals and attention is exactly the type of asymmetry Ansem looks for. He also views $ZEC through its relationship with Bitcoin. A stronger BTC should create a favorable backdrop for Zcash, while Ansem believes the ZEC/BTC ratio still has significant room to re-rate higher. The technology is built. The smart money is paying attention. Ansem is betting the ZEC/BTC ratio eventually catches up. w/ Ansem 🐂🀄️, mert, Zcash 🛡️

Zcash is the kind of trade Ansem looks for before attention catches up Ansem’s Zcash thesis comes down to technology, people and attention. “Zcash has a lot of the same features as Bitcoin, but it’s quantum-resistant and it’s private.” “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.” ZEC shares much of Bitcoin’s monetary DNA while adding privacy and stronger preparation for quantum risk. Ansem also points to the overlap between early Bitcoin believers and people who recognized Zcash early. The trade becomes especially interesting when strong technical work already exists while market attention still lags behind it. That gap between fundamentals and attention is exactly the type of asymmetry Ansem looks for. He also views $ZEC through its relationship with Bitcoin. A stronger BTC should create a favorable backdrop for Zcash, while Ansem believes the ZEC/BTC ratio still has significant room to re-rate higher. The technology is built. The smart money is paying attention. Ansem is betting the ZEC/BTC ratio eventually catches up. w/ Ansem 🐂🀄️, mert, Zcash 🛡️

Kaiz 🐂🀄️

27,841 次观看 • 27 天前

"ZCash similar to bitcoin with capped supply and proof of work asset, but also layers in privacy. It is a privacy token," says Grayscale's Krista Lynch after the firm launched the first Zcash ETF

"ZCash similar to bitcoin with capped supply and proof of work asset, but also layers in privacy. It is a privacy token," says Grayscale's Krista Lynch after the firm launched the first Zcash ETF

Bloomberg TV

62,014 次观看 • 1 个月前

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Kaiz 🐂🀄️

23,594 次观看 • 23 天前

Mert says Zcash gave NEAR momentum, but NEAR may have helped unlock Zcash first “You have to look at what outperforms the general market, which Zcash and NEAR have done” “If you just say it's encrypted Bitcoin, that's pretty much all you need” “It's questionable that Zcash would have went up as much if it weren't for NEAR in the first place” mert thesis is a two-way flywheel. Zcash brings a simple monetary + privacy narrative. NEAR Intents gives $ZEC more utility by connecting it to wallets, swaps and liquidity across other chains. More access creates more ways to use $ZEC beyond simply holding it on an exchange, while Zcash activity feeds back into the $NEAR ecosystem. Zcash 🛡️ brings the asset. NEAR Protocol expands where it can move and what it can do.

Mert says Zcash gave NEAR momentum, but NEAR may have helped unlock Zcash first “You have to look at what outperforms the general market, which Zcash and NEAR have done” “If you just say it's encrypted Bitcoin, that's pretty much all you need” “It's questionable that Zcash would have went up as much if it weren't for NEAR in the first place” mert thesis is a two-way flywheel. Zcash brings a simple monetary + privacy narrative. NEAR Intents gives $ZEC more utility by connecting it to wallets, swaps and liquidity across other chains. More access creates more ways to use $ZEC beyond simply holding it on an exchange, while Zcash activity feeds back into the $NEAR ecosystem. Zcash 🛡️ brings the asset. NEAR Protocol expands where it can move and what it can do.

Kaiz 🐂🀄️

52,461 次观看 • 7 天前

. 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

. 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 次观看 • 2 个月前

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

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 次观看 • 1 个月前

Ansem puts Zcash 🛡️ in the same category as some of crypto's biggest historical re-ratings, with $100B+ as the territory he believes $ZEC can attack “Zcash is in a very similar spot where I think it can accelerate pretty aggressively into that $100B+ territory” “The best trades in crypto have always been the re-rating of these select few assets that are able to get close to that $100B mark” “You saw it with ETH after Bitcoin, you saw it with Solana after Bitcoin” “I think the Zcash thesis is just super clean for people to understand, makes a ton of sense for retail and institutions” w/ Ansem 🐂🀄️

Ansem puts Zcash 🛡️ in the same category as some of crypto's biggest historical re-ratings, with $100B+ as the territory he believes $ZEC can attack “Zcash is in a very similar spot where I think it can accelerate pretty aggressively into that $100B+ territory” “The best trades in crypto have always been the re-rating of these select few assets that are able to get close to that $100B mark” “You saw it with ETH after Bitcoin, you saw it with Solana after Bitcoin” “I think the Zcash thesis is just super clean for people to understand, makes a ton of sense for retail and institutions” w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

53,216 次观看 • 7 天前

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.

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 次观看 • 4 个月前

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

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 次观看 • 4 个月前

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Kaiz 🐂🀄️

258,258 次观看 • 15 天前