Crypto news and market updates. What happened, what's moving, what's next.
Joined March 2024
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‼️ FELIX JAUVIN BACKS BITCOIN AND ZCASH FOR A MONETARY COMEBACK
@fejau_inc sees renewed appeal in permissionless money and holds both BTC and ZEC.
“Returning to this idea of a permissionless, more money-like crypto, like Zcash… makes a lot of sense to me.”
“I got into this space from a macro lens first, into Bitcoin, because it made a lot of sense to me.”
“I'm not dismissive of it. I own Bitcoin and I own Zcash.”
“They're both going after an interesting play there that I think is gonna see a bit of a resurgence.”
Ft. @alessandrorisk
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‼️ UNISWAP BEATS WISE
@sserrano44 compares sending 1,000 Brazilian reais to Argentina: roughly 285,000 pesos through Wise versus 315,000 through Uniswap using tokenized currencies.
That’s about 10% more received in the example presented, making the case for blockchain payments between neighbouring countries.
“It's already better for small transactions than the traditional system.”
“If you go to Wise and you try to send 1,000 reais to Argentina, you're gonna get 285,000 pesos.”
“If you do it already on Uniswap… you're gonna get 315.”
Ft. @Bankless @TrustlessState
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‼️ ZCASH IS HEADING TO $200 OR $5,000?
@koolkrypto223 sees Zcash as a sharply divided bet over the next year.
“Zcash can't really just go up at a 10% CAGR.”
“Massive bounces of adoption, and price bringing more adoption, bringing more price increases… or it's just gonna bleed out as it has in the past.”
“Zcash is one of those things where it's either going to, if you zoom out in a year, it's going to $200 or it's going to $5,000.”
“It's kind of difficult for it to just chug along.”
Ft. @TrustlessState @Bankless
‼️ RAN: EVERYONE’S GIVING UP ON CRYPTO. THAT’S WHEN YOU BUY.
@cryptomanran sees crypto’s collapsing confidence as an entry signal.
“Scott Melker says you're probably not gonna get rich in crypto. That's when I know you are gonna get rich in crypto, and that's when I know you need to start deploying.”
“The sentiment has turned so badly around crypto.”
“I think it's the bottom. It's not the end.”
Full Show: youtube.com/live/vW5xgyMfzmw
‼️ BITCOIN’S BULL CASE HAS GOTTEN WEAKER
@fejau_inc says quantum concerns are making Bitcoin harder to defend in institutional investment meetings. ETFs have opened access, but he argues some allocators still want answers before committing capital.
“You hear from big investment committees that it's like, look, we gotta figure out this quantum thing.”
“I can't go in front of an investment committee and defend this thesis right now until we figure that out.”
“There's a lot of capital that would want to buy it, but we need to sort these things out and get on top of it.”
“I'd say it has gone weaker in the last year.”
Ft. @alessandrorisk
Full Interview: youtu.be/BXv4B_3yC-k
‼️ hyperliquid:native HAS WHAT ethereum:native IS MISSING.
@cryptomanran says token fundamentals are driving this cycle.
“Fundamentals means that there's either gonna be scarcity or there's gonna be value accrual, or both. Hyperliquid has managed to do both.”
“A whole lot will never come onto the market or will come onto the market at a very late stage in time. A whole lot of those are staked.”
“It's gotta have scarcity. It's gotta have a way to share revenue with its token holders, or both. ETH has neither.”
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‼️ sui:native CO-FOUNDER: THE WEB ISN’T READY FOR BOTS WITH BRAINS
@EvanWeb3 warns that AI agents could overwhelm systems designed for humans.
“A lot of that infrastructure built for humans breaks down. It doesn't apply anymore.”
“The web is built for humans.”
“Now you have a bot that has a brain attached to it.”
“Two minutes later, it comes back with a different way.”
“In the next hour, it's already figuring out, reverse-engineering your entire web stack and figuring out where the vulnerability is.”
“Your business is like, ‘What the heck do I do with this?’”
Ft. @CryptoMichNL @new_era_finance
‼️BITCOIN IS “VERY, VERY CLOSE TO THE BOTTOM”
@cryptomanran points to Fibonacci support around $73,000–$74,000 and an approaching golden cross as reasons for optimism. He also sees similarities with Bitcoin’s 2013 bottom, suggesting a potential recovery if that pattern repeats.
“I think we're very, very, very close to the bottom.”
“In a bull market, Bitcoin usually doesn't go much below this Fibonacci level… just under $74,000.”
“I think that we are really starting to bottom when it comes to crypto.”
“You can see the golden cross is about to happen.”
“We might repeat this 2013 fractal… the fractals look almost identical.”
Full Show: youtube.com/live/35hR5quiYbk
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‼️ JUST IN: QUANTUM FEARS ARE HOLDING BACK CRYPTO INVESTMENT
@EliBenSasson says concerns about quantum computing and AI threatening cryptography are weighing on major asset allocators.
“AI is still sucking all of the oxygen in the room in terms of investments and mindshare.”
“That is also a weight on asset allocators, on investors, when they see Bitcoin, when they see Ethereum, when they see other chains.”
“Many of these asset allocators are looking up to us, asking us, ‘What do you say about it? Can you help us solve the problem?’”
“I'm 100% sure that this is something that impacts investment right now.”
Ft. @KevinWSHPod
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‼️ AI AGENTS WILL DRIVE STARKNET ADOPTION
Zcash and Starknet co-founder @EliBenSasson predicts AI agents will lead blockchain adoption.
“We'll be quickly moving to a financial world where much of our actions and activities are now managed by agents on our behalf.”
“We will want our agents to do more for us.”
“The agents are gonna find it much easier to transact on things like Starknet, and then the humans are gonna come along.”
“Finally, the large banks and traditional institutions, they'll come last.”
Ft. @KevinWSHPod
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‼️ MAX DESSALE: ZCASH COULD REPLACE GOLD IF ASTEROID MINING BREAKS ITS SCARCITY
@maxdesalle explores a speculative future where asteroid mining expands gold’s supply, then floats Zcash as a possible replacement.
“What replaces gold then? It might actually be Zcash.”
“It's like just intergalactic scalable money.”
“The supply getting inflated because somebody brought it from a different island… that would probably happen to gold as well.”
Ft. @arjunkhemani
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‼️ONDO PLANS TO BRING ANTHROPIC ON CHAIN ON IPO DAY
Ondo Finance’s Global Head of Institutional, Matthieu de Vergnes, says the company plans to offer tokenized Anthropic exposure through Ondo Stocks from its IPO day, following its approach with SpaceX.
“We were the first ones to provide access on-chain to SpaceX.”
“We're gonna replicate this with Anthropic.”
“Everything I just described earlier now applies to Anthropic.”
“If you have a wallet and an internet connection, the day of IPO you will be able to access Anthropic.”
Ft. @CoinDesk
‼️ RIPIO CO-FOUNDER SAYS LOCAL CURRENCIES ARE TOKENIZATION’S NEXT WAVE
@sserrano44 expects tokenization to expand beyond dollar stablecoins, equities and bonds into local currencies.
“We're seeing an explosion in tokenization of equities, Treasuries, bonds… the last few months has been growing really fast.”
“I think the next thing is going to be the tokenization of local currency.”
“It's just the progression of that tokenization from the most liquid, most used asset down into everything.”
“Everything will be tokenized, including local currencies or non-USD currencies.”
Ft. @TrustlessState @Bankless
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‼️RAN’S STRATEGY: BUY ONLY WHEN THE MARKET HITS EXTREME FEAR
@cryptomanran compares weekly DCA with buying only during extreme fear. At one peak in his backtest, the selective strategy returned 778% versus 343% for weekly buying.
“The orange line says if you deployed every single week, and the green line shows you what happens if you just deployed when we were in extreme fear.”
“In the spikes, your flat DCA would have given you 343% return, but your extreme-fear DCA would have given you 778% return.”
“The more patient and disciplined that you are, the more you can just deploy in extreme fear, the more money you will make in the peaks.”
Full Show: youtube.com/live/yNjLx_bdK44
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‼️RIPIO CO-FOUNDER SEES A $100 TRILLION TOKENIZATION OPPORTUNITY BEYOND THE DOLLAR
@sserrano44 argues that tokenization will expand into local currencies, pointing to what he estimates is a $100 trillion non-USD market.
“Everything will be tokenized, including local currencies or non-USD currencies.”
“In terms of the size, non-USD currencies is $100 trillion.”
“Smaller money supply, but larger yields.”
“How much of that gets tokenized? … Today is 0.002%.”
Ft. @TrustlessState
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ILLIA TARGETS BILLIONS OF USERS WITH TOOLS TO OWN THEIR MONEY AND DATA
@ilblackdragon says growing up in Ukraine after the Soviet Union’s collapse shaped his mission.
“I've seen savings disappear. I've seen currency hyperinflate. I've seen effectively, like, your opinion doesn't matter.”
“You should own your assets. You should own your data. You should own your power of choice.”
“Until we get there, the mission is not done.”
“We're gonna keep building this up until this whole stack is really working and in the hands of billions of people.”
“This is just the start.”
Ft. @cryptomanran
‼️ NEAR HIDES THE ORIGIN OF HYPERLIQUID POSITIONS
@cryptomanran calls confidential perpetuals a potential breakthrough. @ilblackdragon clarifies that NEAR currently obscures where a position’s funds came from, while the position itself remains visible on Hyperliquid. Hiding the position is a future goal.
Ran: “I think the next big thing was confidential perps on Hyperliquid.”
Illia: “Importantly, for now, we're only abstracting the path. On Hyperliquid, you'll still see the position open, but you don't know whose position that is.”
Illia: “You can have the origin of the position hidden, but it's still visible in Hyperliquid.”
Illia: “Going forward, we want to effectively move into confidentiality there as well.”
Full Interview: youtu.be/q6DJCivzLyE
‼️ BREAKING: ILLIA CALLS BITCOIN THE MAIN QUANTUM RISK
@ilblackdragon contrasts Bitcoin’s slow approach to upgrades with NEAR’s adaptable account model.
“Bitcoin is indeed the main risk.”
“On NEAR, the account model is not attached to cryptography.”
“Back in 2018, when we were designing NEAR, we were like, ‘Quantum computers will come at some point. We should be able to plug cryptography in and out as we want.’”
“On NEAR, you don't need to move your assets. You don't need to go bunker mode.”
“You just rotate your keys.”
“That's already available. Now the tooling is propagating. Our Meteor wallet enables this with one click.”
Ft. @cryptomanran
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‼️ JUST IN: AI AGENTS CAN ACCESS COMPUTE BY STAKING NEAR
@ilblackdragon describes a model where AI agents hold and stake NEAR to receive ongoing inference capacity. The aim is to give agents access to compute without spending their tokens each time.
“If you hold NEAR and you stake it, you can get access to inference.”
“Agents now can just hold NEAR and have some amount of inference constantly provided to them.”
“We're trying to actually build the capacity of turning NEAR into this AI asset.”
“You hold this asset instead of spending it. You hold it, and it gives you rights to compute.”
Ft. @cryptomanran
‼️ CHARLES HOSKINSON: RENT OUT AI TRADING SCRIPTS WITHOUT REVEALING THE CODE
@IOHK_Charles describes Midnight City as a marketplace where creators could lease AI agent skills instead of giving them away. His example uses a trusted execution environment to let others run a trading script while keeping its code private.
“I can share my agentic trading script with you. You can't see it, and you can't steal it. So I can lease it and rent it, as opposed to just give it to you.”
“You can load trading scripts in with your agent. The agent could do stuff wherever the DeFi is at, off-chain or on-chain.”
“Don't matter if it's in Binance or Coinbase, or if it's on Ethereum or Cardano.”
“You make a return, the return goes to where you want it… wherever the user wants to have it.”
Ft. @Cardano