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Privacy has been on "a sort of decrease across society for the past 20 years" and AI is the next step down. Will McEvoy, CIO of Cypherpunk, tells Remy Blaire that's exactly where Zcash and private communications applications come in as the counter to that prevailing macro theme.

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39,266 次观看 • 7 天前 •via X (Twitter)

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Hemskets | Pillar | Midnight Ambassador 的头像

Hemskets | Pillar | Midnight Ambassador7 天前

@will__mcevoy @cypherpunk @RemyBlaireNews Zcash showed private transactions work years ago. Midnight builds on that idea but with privacy on demand, you choose what to share and what stays private, not all or nothing. @MidnightNtwrk

Maxime Desalle 的头像

Maxime Desalle7 天前

@will__mcevoy @cypherpunk @RemyBlaireNews So true

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Will McEvoy on why Cypherpunk went all-in on Zcash: "Cameron and Tyler have been following Zcash since 2016, when it launched. I joined up with them a little more than four years ago. We've been investing in AI, defense and longevity, and the through line is AI" "One of the core observations we made is that AI is extremely powerful from a surveillance perspective. We're in a structural decline in privacy, really since the advent of the internet. Phones, social media, comms apps, AI is just the latest step down" "Zcash was the first and largest production version of zero knowledge proofs, which Satoshi talks about early on, if something like ZK could be put into production, that would be a massive feature improvement to Bitcoin" "Privacy is a prerequisite to the Bill of Rights here in the United States. Privacy is core to being an American" "Bitcoin's great. It's what got me into the space. It's a massive technological revolution. But it's not private. That's why we launched Cypherpunk"

Will McEvoy on why Cypherpunk went all-in on Zcash: "Cameron and Tyler have been following Zcash since 2016, when it launched. I joined up with them a little more than four years ago. We've been investing in AI, defense and longevity, and the through line is AI" "One of the core observations we made is that AI is extremely powerful from a surveillance perspective. We're in a structural decline in privacy, really since the advent of the internet. Phones, social media, comms apps, AI is just the latest step down" "Zcash was the first and largest production version of zero knowledge proofs, which Satoshi talks about early on, if something like ZK could be put into production, that would be a massive feature improvement to Bitcoin" "Privacy is a prerequisite to the Bill of Rights here in the United States. Privacy is core to being an American" "Bitcoin's great. It's what got me into the space. It's a massive technological revolution. But it's not private. That's why we launched Cypherpunk"

Cypherpunk

49,110 次观看 • 7 天前

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 • 20 天前

.Cameron Winklevoss: "As we enter the dawn of AI, privacy is ever more important. The people who are in Zcash are also OG Bitcoiners and cypherpunks as far back as the 90s, zooko🛡🦓🦓🦓 ⓩ being one of the founders of Zcash. He is an OG cypherpunk."

.Cameron Winklevoss: "As we enter the dawn of AI, privacy is ever more important. The people who are in Zcash are also OG Bitcoiners and cypherpunks as far back as the 90s, zooko🛡🦓🦓🦓 ⓩ being one of the founders of Zcash. He is an OG cypherpunk."

Cypherpunk ($CYPH)

42,041 次观看 • 4 个月前

CIO of publicly traded Cypherpunk believes zcash:native could be valued as high as 15% of Bitcoin "ZCash takes the best features of Bitcoin; the features that make what it is today, and adds privacy" "It takes 21 million hard cap. It takes proof of work mining and similar emission schedule" It is the "private and encrypted version of Bitcoin."

CIO of publicly traded Cypherpunk believes zcash:native could be valued as high as 15% of Bitcoin "ZCash takes the best features of Bitcoin; the features that make what it is today, and adds privacy" "It takes 21 million hard cap. It takes proof of work mining and similar emission schedule" It is the "private and encrypted version of Bitcoin."

Nick O’Neill

40,503 次观看 • 9 天前

"We may be in a moment in time where we have the least amount of privacy... maybe ever... In that environment, you can think about privacy as a very scarce asset... When supply is decreasing, it's very likely that the price should be a lot higher." -- Will McEvoy

"We may be in a moment in time where we have the least amount of privacy... maybe ever... In that environment, you can think about privacy as a very scarce asset... When supply is decreasing, it's very likely that the price should be a lot higher." -- Will McEvoy

Cypherpunk ($CYPH)

24,805 次观看 • 5 个月前

Tushar Jain (Multicoin Capital) explained why zcash:native stands out as one of the strongest opportunities heading into 2026. He believes the demand for financial privacy will only grow as more activity moves on-chain, and sees Zcash as one of the few projects truly built for that purpose. Zcash is one of the few projects built specifically for that offering real private transactions while staying true to crypto’s original cypherpunk vision. This is also exactly why Multicoin has built a meaningful position in zcash:native. Strong conviction from a top fund. Definitely worth watching. Full episode👇

Tushar Jain (Multicoin Capital) explained why zcash:native stands out as one of the strongest opportunities heading into 2026. He believes the demand for financial privacy will only grow as more activity moves on-chain, and sees Zcash as one of the few projects truly built for that purpose. Zcash is one of the few projects built specifically for that offering real private transactions while staying true to crypto’s original cypherpunk vision. This is also exactly why Multicoin has built a meaningful position in zcash:native. Strong conviction from a top fund. Definitely worth watching. Full episode👇

AuraX

13,524 次观看 • 2 个月前

Zach Pandl says financial privacy has been in a decades-long bear market, and AI is the catalyst that ends it: "Our thesis is that's at an inflection point, driven above all by AI. That's the major technological change in our world right now, and it raises real questions about privacy and the surveillance tools coming in the next few years." "The Zcash thesis, the Zama thesis, we're just getting started, and there's potentially significant upside to some of these assets."

Zach Pandl says financial privacy has been in a decades-long bear market, and AI is the catalyst that ends it: "Our thesis is that's at an inflection point, driven above all by AI. That's the major technological change in our world right now, and it raises real questions about privacy and the surveillance tools coming in the next few years." "The Zcash thesis, the Zama thesis, we're just getting started, and there's potentially significant upside to some of these assets."

The Rollup

25,905 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

115,069 次观看 • 9 个月前

Arthur Hayes on why Near and Zcash form the core of his privacy trade: "Zcash is the first place you go. Enabling anonymous value transfer to any chain is huge." "Near: 20x potential. Zcash: 5x over the next year. Didn't scale Near as large as Zcash, the higher the target, the higher the risk." "These two form the core of my privacy thesis. Profiting from the realization that privacy matters in an AI, big tech, big government universe."

Arthur Hayes on why Near and Zcash form the core of his privacy trade: "Zcash is the first place you go. Enabling anonymous value transfer to any chain is huge." "Near: 20x potential. Zcash: 5x over the next year. Didn't scale Near as large as Zcash, the higher the target, the higher the risk." "These two form the core of my privacy thesis. Profiting from the realization that privacy matters in an AI, big tech, big government universe."

The Rollup

95,573 次观看 • 3 个月前

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

68,696 次观看 • 17 天前

How will autonomous AI agents shape the future of Ethereum? In Episode 20 of the Agents Unleashed podcast, maybrier ☴ talks with Tomasz K. Stańczak, Co-Executive Director of the Ethereum Foundation, about Ethereum’s next decade and the rise of agentic AI, both on and off-chain. In this episode: • Strategic priorities for Ethereum’s next upgrades • Why cypherpunk values like privacy + decentralization still matter • How AI agents could use Ethereum as their coordination + verification layer • What “identity is defined by privacy” really means in an AI world 02:05 – Tomasz on his role at Ethereum Foundation 04:21 – What about Ethereum’s mission resonated with him 06:48 – The Foundation's strategic priorities for AI 10:09 – Keeping cypherpunk values alive 15:34 – The next 10 years: AI, robotics, and blockchain 20:55 – Identity, privacy, and AI agents 26:30 – Predictions for the future of the AI user interface 31:36 – Call to action for builders This episode is sponsored by Sigil Fund

How will autonomous AI agents shape the future of Ethereum? In Episode 20 of the Agents Unleashed podcast, maybrier ☴ talks with Tomasz K. Stańczak, Co-Executive Director of the Ethereum Foundation, about Ethereum’s next decade and the rise of agentic AI, both on and off-chain. In this episode: • Strategic priorities for Ethereum’s next upgrades • Why cypherpunk values like privacy + decentralization still matter • How AI agents could use Ethereum as their coordination + verification layer • What “identity is defined by privacy” really means in an AI world 02:05 – Tomasz on his role at Ethereum Foundation 04:21 – What about Ethereum’s mission resonated with him 06:48 – The Foundation's strategic priorities for AI 10:09 – Keeping cypherpunk values alive 15:34 – The next 10 years: AI, robotics, and blockchain 20:55 – Identity, privacy, and AI agents 26:30 – Predictions for the future of the AI user interface 31:36 – Call to action for builders This episode is sponsored by Sigil Fund

Olas (formerly Autonolas)

17,462 次观看 • 1 年前

“The idea is that this is the eyes and ears for AI” In 2027 we’ll wake up to a world where everyone is wearing AI cameras on their face. Privacy will be extinct. And the biggest opportunity of the next decade will be giving it back.

“The idea is that this is the eyes and ears for AI” In 2027 we’ll wake up to a world where everyone is wearing AI cameras on their face. Privacy will be extinct. And the biggest opportunity of the next decade will be giving it back.

Will McEvoy

16,547 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

193,074 次观看 • 3 个月前

“A huge miss for India is the manufacturing piece. Manufacturing as a % of GDP has been 18-20% for the last 10 years, 20 years and even 30 years. India has to step up manufacturing step by step start small and then go up the value chain , says Pranjul Bhandari of HSBC Full episode out now on The Money Mindset ✨

“A huge miss for India is the manufacturing piece. Manufacturing as a % of GDP has been 18-20% for the last 10 years, 20 years and even 30 years. India has to step up manufacturing step by step start small and then go up the value chain , says Pranjul Bhandari of HSBC Full episode out now on The Money Mindset ✨

Sonia Shenoy

19,569 次观看 • 3 个月前

"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"

"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

69,831 次观看 • 3 个月前

LIVE NOW - Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' Zcash 🛡️ founder zooko🛡🦓🦓🦓 ⓩ joins Bankless to argue that privacy is back on the critical path, that AI turns chain surveillance into pattern-recognition at scale and that the real bottleneck for cypherpunk tools has always been UX and onboarding. We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable. -------------- TIMESTAMPS 0:00 Intro 0:46 What Failed 3:58 What Succeeded 5:04 Institutional Adoption 6:53 Areas Neglected 10:51 The Cypherpunk Vision 18:53 Can The Cypherpunks Win? 23:19 Crypto’s Path to Success 27:44 Crypto vs Linux 30:39 AI Cypherpunks? 33:05 Optimism 35:49 AI Surveillance 37:10 Zcash 43:02 Zcash Dev Fund 51:45 Zashi is now Zodl Governance Drama 56:32 Zcash Privacy Practices 1:15:56 AI Privacy Consequences 1:22:31 Is Zec a Store of Value 1:26:01 Encrypted Bitcoin? 1:29:01 Ethereum Privacy & Anoma 1:33:14 Closing & Disclaimers

LIVE NOW - Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' Zcash 🛡️ founder zooko🛡🦓🦓🦓 ⓩ joins Bankless to argue that privacy is back on the critical path, that AI turns chain surveillance into pattern-recognition at scale and that the real bottleneck for cypherpunk tools has always been UX and onboarding. We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable. -------------- TIMESTAMPS 0:00 Intro 0:46 What Failed 3:58 What Succeeded 5:04 Institutional Adoption 6:53 Areas Neglected 10:51 The Cypherpunk Vision 18:53 Can The Cypherpunks Win? 23:19 Crypto’s Path to Success 27:44 Crypto vs Linux 30:39 AI Cypherpunks? 33:05 Optimism 35:49 AI Surveillance 37:10 Zcash 43:02 Zcash Dev Fund 51:45 Zashi is now Zodl Governance Drama 56:32 Zcash Privacy Practices 1:15:56 AI Privacy Consequences 1:22:31 Is Zec a Store of Value 1:26:01 Encrypted Bitcoin? 1:29:01 Ethereum Privacy & Anoma 1:33:14 Closing & Disclaimers

Bankless

60,682 次观看 • 7 个月前

Candace Owens says she has a Dead Man’s Switch that will be Activated if anything Happens to Her… Text messages, emails, private communications, videos, and private legal documents… “If anything happens to me, you guys will know exactly who it is that has been making my life a living hell over the past couple of years..“ Clip Full Show

Candace Owens says she has a Dead Man’s Switch that will be Activated if anything Happens to Her… Text messages, emails, private communications, videos, and private legal documents… “If anything happens to me, you guys will know exactly who it is that has been making my life a living hell over the past couple of years..“ Clip Full Show

MJTruthUltra

1,066,950 次观看 • 11 个月前

Will McEvoy on why privacy is the most important investment thesis in technology right now: "Internet: step down in privacy. Phones: another step down. Social media: another. AI: very large step down." "We have never had less privacy than we do today. Privacy technology is a hedge against surveillance and AI's negative externalities." "No one is working on privacy in public markets. Apple says they are, but there's not another public company focused on privacy outside of us."

Will McEvoy on why privacy is the most important investment thesis in technology right now: "Internet: step down in privacy. Phones: another step down. Social media: another. AI: very large step down." "We have never had less privacy than we do today. Privacy technology is a hedge against surveillance and AI's negative externalities." "No one is working on privacy in public markets. Apple says they are, but there's not another public company focused on privacy outside of us."

The Rollup

24,339 次观看 • 3 个月前

WaveTek is officially live on @Solana 🌊 The encrypted liquidity layer has arrived and the portal to Zcash 🛡️ and Starknet (Privacy Arc) is open 🌀🛡️🥷 Welcome to the next level of Private DeFi 💰🔒

WaveTek is officially live on @Solana 🌊 The encrypted liquidity layer has arrived and the portal to Zcash 🛡️ and Starknet (Privacy Arc) is open 🌀🛡️🥷 Welcome to the next level of Private DeFi 💰🔒

WaveTek

25,662 次观看 • 9 个月前