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How Zcash Flips Bitcoin This Cycle 0:00 $ZEC flipping BTC? 1:20 Second Mover Advantage 3:41 Project Tachyon: Path to 50k TPS 5:39 How To Think About Zcash 13:05 How Zcash gets to $20k 15:13 Their Bias is Your Opportunity

Taiki Maeda

121,863 subscribers

60,602 次观看 • 1 天前 •via X (Twitter)

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32 条评论

애기 的头像

애기1 天前

Does your wife know you married your bags taiki?

Imagyn 🐂🀄️ 的头像

Imagyn 🐂🀄️1 天前

@boboshield $20,000 per zec coin

Pumponomics 的头像

Pumponomics1 天前

that’s my quant

Mike 的头像

Mike1 天前

Big Zcash guy here, but tbh, no one seriously believed Bitcoin Cash (or Bcash heh) was going to flip Bitcoin. Actually, everyone knew there wasn’t a chance this would happen. There was no threat. Not sure if you were deeply involved during the 2017 run, but just an fyi. It’s incorrect to push that narrative.

gurb 的头像

gurb1 天前

Handsome

Douglas Tuman 的头像

Douglas Tuman1 天前

I agree, the winner of the “digital cash” crypto sector can flip bitcoin… but zcash is not the leader in that sector. Monero is. We also already have a tail emission. 😉

plainview | The Fartcoin Standard 的头像

plainview | The Fartcoin Standard1 天前

We're back

Insanity 的头像

Insanity1 天前

I reported this because I didn’t see a green dildo

nomad 的头像

nomad1 天前

Is this the same as fartcoin thesis

jgc 的头像

jgc1 天前

zcash flips btc at $20

Thomas Bahamas 的头像

Thomas Bahamas1 天前

I’m too bullish now

NX_Finance 的头像

NX_Finance1 天前

taiki we love you but this is retarded

Space_Is 的头像

Space_Is1 天前

$hype flipping $bnb narrative

Spijooo 的头像

Spijooo1 天前

the only coin that has the capability of flipping bitcoin is bitcoin

stylebender 的头像

stylebender1 天前

What about not flipping BTC but maybe at least 10% of the marketcap would be nice

Macro Bombastic 的头像

Macro Bombastic1 天前

respect the conviction but flipping btc is a whole different game man

0xYoda 的头像

0xYoda1 天前

why does zcash need 50k tps? (I am zcash holder)

Crypto Shifter 的头像

Crypto Shifter1 天前

zec flipping btc is a loud sentence on a day btc is down 1.5% second mover advantage only works if the first mover stops moving

Meek Zeeker 的头像

Meek Zeeker1 天前

@miragemunny

奶奶 capital 的头像

奶奶 capital1 天前

Flip btc?

Kevin Baldovich 的头像

Kevin Baldovich1 天前

Nope.

KhaiDao 的头像

KhaiDao1 天前

zcash at $1.2k with OI basically flat and funding barely positive means nobody's actually piling in for this flip narrative yet.

fan.jpg 的头像

fan.jpg1 天前

My quant is back

Jay Zcash 🛡️ 的头像

Jay Zcash 🛡️1 天前

The anonymous cat likes what you’re saying but is waiting for you to put the bag on

Aldo 的头像

Aldo1 天前

🤦‍♂️

Ella 的头像

Ella1 天前

ZEC flipping BTC is pure delusion; legacy privacy coins like this got sidelined by the market ages ago

Coop⏱️ 的头像

Coop⏱️1 天前

second mover advantage??

OJ 的头像

OJ1 天前

Good thesis but zcash isn't flipping Bitcoin even in yhe next 10 years

Redhood 的头像

Redhood1 天前

Living in the grand hyatt i see

Thinker.hl 的头像

Thinker.hl1 天前

Comment section too positive

lolo 的头像

lolo1 天前

🔥🔥🔥

videz🧪 的头像

videz🧪1 天前

Top signal?

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Grayscale states Zcash complements Bitcoin According to Grayscale Research, its thesis is that Zcash ($ZEC) is one of the biggest beneficiaries of the "second-mover advantage" compared with $BTC. $BTC, which has established itself as a sovereign store of value, is facing a need for the zero-knowledge privacy offered by $ZEC as AI-based financial surveillance emerges. Grayscale Research believes Zcash $ZEC has a real shot at capturing Bitcoin $BTC market share.

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259,273 次观看 • 6 个月前

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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.

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"If you had the ETH and you thought to yourself: what I want is to have my ETH over in this new wallet that's unlinked." You would think: "What I want is to convert half of my ETH into ZEC and hold it in ZEC." - zooko🛡🦓🦓🦓 ⓩ shilling Zcash 🛡️ on Bankless Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' | Zooko Wilcox-O'Hearn Monday Jan 26 📅

"If you had the ETH and you thought to yourself: what I want is to have my ETH over in this new wallet that's unlinked." You would think: "What I want is to convert half of my ETH into ZEC and hold it in ZEC." - zooko🛡🦓🦓🦓 ⓩ shilling Zcash 🛡️ on Bankless Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' | Zooko Wilcox-O'Hearn Monday Jan 26 📅

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40,899 次观看 • 8 个月前

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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

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75,485 次观看 • 4 个月前

My first interview with Josh Swihart, founder and CEO of Zcash Open Development Lab (ZODL). 0:00 Intro 0:45 Zcash was objectively dying 3:36 What revived Zcash 7:11 Swaps: the killer feature 8:41 What was broken at ECC 10:54 A dev fund that looks like a government 11:30 The fork excuse 12:20 Why ECC went for-profit 13:34 Balaji: too big to kill 16:05 Zodl's roadmap 16:44 The parallel polis 18:25 Building a parallel financial system 19:10 Seed phrases are antiquated 21:57 Desktop wallet, multisig & time locks 24:50 Bitcoin has been captured 26:21 Bitcoiners hedging into Zcash 27:00 How Zcash avoids capture 29:25 Do ETFs matter? 30:25 The biggest Bitcoin maximalist lie 31:58 Bitcoin's quantum problem 34:35 Peter Todd and the soundness bug 36:35 Will Zcash overtake Bitcoin? 37:23 Zcash in the hands of billions 37:39 Store of value vs. currency 38:43 Should the transparent pool die? 41:19 Exchanges have no excuse (Gemini vs. Coinbase) 44:00 Quantum recoverability & the post-quantum roadmap 45:58 The most secure place to store funds 46:19 Tap-to-pay, Flexa & CrossPay 49:08 Stablecoins as the Trojan horse 49:52 Outro

My first interview with Josh Swihart, founder and CEO of Zcash Open Development Lab (ZODL). 0:00 Intro 0:45 Zcash was objectively dying 3:36 What revived Zcash 7:11 Swaps: the killer feature 8:41 What was broken at ECC 10:54 A dev fund that looks like a government 11:30 The fork excuse 12:20 Why ECC went for-profit 13:34 Balaji: too big to kill 16:05 Zodl's roadmap 16:44 The parallel polis 18:25 Building a parallel financial system 19:10 Seed phrases are antiquated 21:57 Desktop wallet, multisig & time locks 24:50 Bitcoin has been captured 26:21 Bitcoiners hedging into Zcash 27:00 How Zcash avoids capture 29:25 Do ETFs matter? 30:25 The biggest Bitcoin maximalist lie 31:58 Bitcoin's quantum problem 34:35 Peter Todd and the soundness bug 36:35 Will Zcash overtake Bitcoin? 37:23 Zcash in the hands of billions 37:39 Store of value vs. currency 38:43 Should the transparent pool die? 41:19 Exchanges have no excuse (Gemini vs. Coinbase) 44:00 Quantum recoverability & the post-quantum roadmap 45:58 The most secure place to store funds 46:19 Tap-to-pay, Flexa & CrossPay 49:08 Stablecoins as the Trojan horse 49:52 Outro

Maxime Desalle

73,576 次观看 • 24 天前

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The Rollup

19,114 次观看 • 1 个月前

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

MR SHIFT 🦁

224,368 次观看 • 3 个月前

full interview with Mando 1:45 the VC coins are winning 12:39 bull cycle but not a monster 17:46 Zcash is the only 10x coin 19:30 holding $1.5M of Solana 23:13 no Bitcoin exposure this cycle 27:54 Monero is manipulated 30:47 you need delusional targets 33:43 the $LLY to $5 trillion bullcase 44:51 how Wintermute plays perps

full interview with Mando 1:45 the VC coins are winning 12:39 bull cycle but not a monster 17:46 Zcash is the only 10x coin 19:30 holding $1.5M of Solana 23:13 no Bitcoin exposure this cycle 27:54 Monero is manipulated 30:47 you need delusional targets 33:43 the $LLY to $5 trillion bullcase 44:51 how Wintermute plays perps

Counterparty

38,989 次观看 • 17 天前

the new sapling is live. 🛡️ trade Solana coins without ever leaving Zcash 🛡️, now on a sapling rebuilt from the roots up. here's everything sapling is today, and where it goes next 👇 1. the thesis privacy only matters if people actually use it. zcash has the strongest privacy in crypto. what it never had was the flow: the traders, the volume, a reason to show up every day. all of that lives on solana, in memecoins, the biggest on-ramp in crypto. zcash doesn't need to become a memecoin chain. it needs a road from where the traders already are. sapling is that road. every fee and every payout on sapling is ZEC, and every trade can start and end in your zcash wallet, without touching a solana wallet. no new chain to learn. no bridge to figure out. you come for the coins, and you cash out to a shielded zcash wallet. that's how privacy stops being a niche and becomes a habit: one trade at a time, from where people already are. the mission: be the first fully zcash-native launchpad on solana, and the first to bring its coins onto zcash itself. the first part is done. now we're building sapling into the home for every zcash holder. 2. trade from your zcash wallet connect Noir | Privacy first Wallet 🦓🦓🦓 ⓩ or Zodl. buy any coin with ZEC, sell with one face ID tap, and the ZEC lands back in your zcash wallet. no phantom. no SOL. no seed phrase. your account is a passkey, and only you control it. zcash in. zcash out. powered by NEAR Intents. 3. launch from your zcash wallet plant a coin with ZEC in a few taps. or launch it shielded: paid from zcash's shielded pool into a brand-new account made only for that coin. nothing sapling publishes says who launched it. 4. pick your pair • zcash:native • solana:he1iusmfkpAdwvxLNGV8Y1iSbj4rUy6yMhEA3fotn9A Helius liquid staking token, so the coin's liquidity earns staking yield every epoch, with nothing to do (we're thankful for mert for everything he's done for Zcash) zcash wallets trade both the same way: ZEC in, ZEC out. 5. every trade pays in ZEC every trade pays a 2% creator fee, turned into ZEC and split on chain by the sapling vault: • 0.80% goes where the deployer chose: themselves, their holders, any zcash wallet, or the Zcash Foundation, forever • 0.50% buys solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W and burns it • 0.50% deepens solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W/ZEC liquidity, LP burned so nobody can ever pull it • 0.20% runs sapling holder rewards go out automatically, and anyone can verify every run. sell to a shielded address and your ZEC arrives as a shielded note, with a receipt in its memo. 6. solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W is the rootstock 0.50% of every trade on sapling buys solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W and burns it, forever. so far: • 263 coins planted • $18M+ traded (15,344 ZEC) • $70K+ paid to holders, in ZEC • $57K locked in liquidity forever • 201.7M solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W burned (20%+ of supply) • 33M solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W locked (3.3% of supply) • 1.57 ZEC donated to Zcash 🛡️Foundation more activity on sapling = less solana:BZFYNPeQAEW3HWQ4DNsTVahC1n4ZjTgn6jB2nnBbB96W 7. roadmap • bunker mode • stocks: coins paired with tokenized stocks, starting with NVDAx • Sapling Terminal: trade anything on solana from your zcash wallet • Robinhood Crypto chain: the same zcash account, launching and trading with Pons • fully shielded payouts, straight to your shielded address • when ZSAs land on zcash, sapling coins become native zcash assets. already built on the ZSA testnet, open source: the path from solana's traders to zcash privacy is open, and it only gets wider from here.

Sapling

14,277 次观看 • 1 天前

"Prediction markets have basically killed the altcoin casino." The Wolf Of All Streets joins Jenn Sanasie to discuss why retail left alts, why $ZEC as "private Bitcoin" makes him want to puke, and where $BTC goes from here. 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight? 06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino 13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year

"Prediction markets have basically killed the altcoin casino." The Wolf Of All Streets joins Jenn Sanasie to discuss why retail left alts, why $ZEC as "private Bitcoin" makes him want to puke, and where $BTC goes from here. 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight? 06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino 13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year

CoinDesk

22,771 次观看 • 4 个月前