8 Comments
User's avatar
LM's avatar

I'll reluctantly be the one to ask. You mentioned alts. Have you looked into Zcash? Apologies if I missed in other posts.

Additionally, given your positions and long-term macro view on crypto generally, how impacted are you planning to be by where we are in the cycle? I'm leaning to just holding what I have and adding when it feels oversold. Crystallizing gains isn't as fun in year 10 of crypto as it once was and I can handle the movements.

Expand full comment
Arbitrage Andy's avatar

And that was the top 😭😭😭😭 jk, I think it’s different this time (insane take) but given institutional capital, where broader market is, etc. I don’t think Zcash pump will be the top. I don’t know too much about it except the privacy angle (monero similar)

Expand full comment
spartacus's avatar

Yeah things were pretty good until 10:57am today. Fun way to end the week.

Expand full comment
LM's avatar

I have to take full responsibility for this.

Expand full comment
sean's avatar

ZCash I think can go higher into the 300-400 range. It is 1 of 2 privacy coins, and would be actually private if you put it in the correct wallet.

Monero, I believe defaults to that, but I don't know what exchange to buy Monero on at the moment. @Naval's tweet on X a couple weeks ago really re-ignited ZCash back into play that we haven't seen in years. The market cap is low, and ZCash is a super rare crypto currency in a sea of 10,000 useless cytpo currencies that does something useful.

I bought in at $147 for transparency.

Expand full comment
Ed Y.'s avatar

My take on the Trump admins actions and telegraphing their moves. They are slowly but surely building up popular support by revealing how crazed and dangerous the left is. All of this is setting up for the potential invoking of the Insurrection Act, where the real action will take place. And when it happens, Trump can legitimately claim, don’t say we didn’t warn you.

Expand full comment
Canadian's avatar

What probability, if any, would you assign to the likelihood of the US govt acquiring stakes in BTC miners?

Seems like a strong possibility if they are going to have a strategic reserve, but maybe I’m way off base

Expand full comment
sean's avatar

$UAMY was a good find. Gemini, Grok and Chatgpt wouldn't give me that one in a hundred queries.

Expand full comment