Whale takes, market insights, and news filtered for what moves markets.
Joined May 2024
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🚨 A HUGE ZCASH RALLY DOESN’T CHANGE CORY’S VIEW
“It doesn't mean anything in the long run.”
@swan CEO, @CorySwan dismisses the run and expects Zcash’s chart against Bitcoin to look like “the Empire State Building” four or five years from now.
📽️: @alessandrorisk
🚨 IF YOU’RE NOT BUYING ZCASH NOW, WHAT ARE YOU WAITING FOR?
@cryptomanran sees opportunity in Zcash’s selloff. With ZEC struggling around $1,000 and down roughly 50% by his estimate, he argues these levels are attractive for anyone without exposure.
“It's the dying trade of the cycle, which is starting to break down. And that for me is a very, very, very good thing.”
“If you don't have exposure to Zcash and you're not buying Zcash at these levels, I don't know what's wrong with you.”
Full Show: youtube.com/live/vW5xgyMfzmw
🚨 GOOGLE’S HUGE EARNINGS MAY NOT LAST
@fejau_inc argues that part of Google’s earnings strength came from its stake in Anthropic rising in value.
“A lot of Google's earnings was them owning a piece of Anthropic.”
“I don't really see Anthropic doing another double anytime soon.”
“Obviously that part of the earnings… we're not gonna get that repeated again anytime soon.”
📽️: @alessandrorisk
Full Interview: youtube.com/watch?v=BXv4B_3y…
🚨 RAN CALLS ETH “A DOG WITH FLEAS” OVER L2 VALUE CAPTURE
@cryptomanran draws a sharp distinction between Ethereum’s usefulness and ETH’s investment appeal. His sarcastic praise targets a model where L2s can generate substantial fees while paying comparatively little to settle on Ethereum.
“ETH is a dog with fleas. You're not gonna convince me otherwise.”
“You can generate $100 million worth of fees on your L2… and you can just give ETH $100,000.”
“I wanna ride that bus every fucking day of the week.”
“As a chain, it's unfuckingbelievable.”
📽️: @andyyy @robbieklages
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🚨 DAN IVES JENSEN HUANG CHINA’S TOP ESPIONAGE TARGET
@DivesTech argues that Jensen Huang’s position makes him an exceptional target for Chinese intelligence.
“From a spying perspective, not even a debate, it's Jensen.”
“If you were gonna put a list together, he is one, two and three.”
“It's someone that has like nine security guards, multiple chiefs of staff. I mean, so much scrutiny on him.”
“Singapore and so many of the companies there… obviously it's an epicenter.”
“No different than parts of the United States in terms of what we see in Singapore between China and so many companies there.”
📽️: @APompliano
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🚨 NVIDIA LOOKS CHEAPER THAN JPMORGAN ON FORWARD EARNINGS
@cryptomanran argues the AI selloff has pushed valuations far below dot-com extremes.
“Nvidia's cheaper now than JPMorgan.”
“The reason why the market's doing that is because they don't believe Nvidia's circular revenue, so to speak.”
“It's going into its earnings on the lowest multiple that we can pick up on our chart here.”
“AI chips are the cheapest they've been in 15 years.”
“This market, to me, doesn't seem overvalued… from a forward P/E point of view.”
Full Show: youtube.com/live/35hR5quiYbk
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🚨 ZCASH IS ALREADY EASIER TO USE THAN BANKS
@arjunkhemani contrasts delays in banking with sending and spending Zcash.
“Banks are so frustrating, man. You just have money stuck there for days and weeks, and people don't even care. People just take that for granted.”
“Zcash is already easier to use than banks.”
“You receive it in seconds, and you're able to spend it as well.”
“If people want USDC or people want Bitcoin, you can just pay them in whatever currency they desire.”
“A lot of people I know are already using it as money.”
Ft. @maxdesalle
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🚨 BITCOIN’S SLOW ADOPTION IS NO SURPRISE
@EliBenSasson argues that financial technology takes years, sometimes centuries, to become widely accepted.
“Money and the economic rails are just things that take a very long time to get adoption.”
“Things like credit cards took decades to get adopted.”
“Even things like ATMs took many years for people… decades for people to get adapted to.”
“It's not surprising that the new rails are taking time.”
“There are a bunch of technological challenges that we've been solving… things like privacy and scale and low costs.”
📽️: @KevinWSHPod
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🚨 THEY’VE CALLED ZCASH A PUMP AND DUMP SINCE $80
@arjunkhemani pushes back on Bitcoin supporters dismissing Zcash’s rally.
“A lot of Bitcoiners are getting really upset that Zcash’s price is going up, and everybody’s just calling it a pump and dump.”
“They’ve been calling it a pump and dump since it was like $80.”
“There probably will be a certain threshold where they do get in.”
📽️: @maxdesalle
🚨 ONDO EXEC: ONE TOKEN CAN HOLD A DIVERSIFIED PORTFOLIO AND SERVE AS COLLATERAL
Matthieu de Vergnes, Ondo Finance’s Global Head of Institutional, says tokenized stocks can do more than sit in a wallet.
“Our stocks are eligible as collateral on platforms such as Morpho and others, where you can effectively put up your stock as collateral and then borrow against it.”
“All of a sudden, you have in a single token a diversified exposure across multiple assets.”
“We've actually done this in partnership with other asset managers, and particularly we've done it with BlackRock.”
“It's all managed with one token that, by the way, can also be used as collateral on-chain.”
“You're able to put up stock as collateral instead of having to put stablecoins as collateral. So you have capital that's at work that you're using as collateral.”
📽️: @CoinDesk
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🚨 THIS ALTCOIN SIGNAL WARNED OF THE CORRECTION
@cryptomanran says altcoin open interest overtaking Bitcoin’s signaled excessive speculation and helped shape his correction call.
“When the altcoin open interest is higher than the Bitcoin open interest, that indicates exuberance in the market.”
“This is when I called the correction.”
“I said, ‘Look, guys, we're in for a correction. I'm 7% in cash. I'm holding my 7% in cash.’”
“I got a lot of hate for it. Now it's starting to pay dividends.”
“That indicator is starting to move down here. The sentiment is starting to change. We're back in fear.”
Full Show: youtube.com/live/yNjLx_bdK44
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🚨 ZCASH WAS THE START. ILLIA SAYS PRIVACY NOW EXTENDS TO BTC, ETH AND STABLECOINS
@ilblackdragon says NEAR’s confidentiality features let users hold multiple assets privately.
“You can move it into USDT on Tron and actually pay for something.”
“Before, if you do pay for something on Tron, everybody would see how much money you have on your account. Here you wouldn't.”
“We actually launched now the privacy or confidentiality for all the assets.”
“You can actually hold any asset, USDT, USDC, Bitcoin, Zcash itself, Solana, Ethereum, etcetera, privately as well.”
📽️: @cryptomanran
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🚨 SWAP BITCOIN FOR SHIELDED ZCASH WITHOUT A NEAR ACCOUNT
@ilblackdragon explains how NEAR facilitates swaps between Bitcoin and Zcash, delivering funds to a shielded Zcash address.
“You were able to effectively buy Zcash, a non-smart-contract asset, with your Bitcoin.”
“You don't even need to have a NEAR account.”
“Here is a deposit address for Bitcoin. Here is my shielded Zcash address to receive Zcash. And the NEAR network, in a decentralized way, actually facilitates that.”
“We can do this with any smart-contract or non-smart-contract chain pretty easily because we have the underlying architecture designed that way.”
📽️: @cryptomanran
🚨 NEAR INTENTS OVERCOMES ZCASH’S EXCHANGE ACCESS HURDLE
@ilblackdragon says exchange access has been a hurdle for Zcash.
“The challenge with Zcash has been that, because it's a decentralized network with confidentiality, the centralized exchanges have been not very excited to list it.”
“When you go to decentralized exchanges, they all live on a single chain. Uniswap lives on Ethereum, Jupiter on Solana.”
“Because NEAR Intents really enables connecting all the chains, you are able to effectively buy Zcash, a non-smart-contract asset, with your Bitcoin.”
“You don't even need to have a NEAR account.”
📽️: @cryptomanran
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🚨 ILLIA: AI AGENTS WILL BRING TRILLIONS IN GLOBAL TRADE ON CHAIN
@cryptomanran asks whether AI agents could split financial activity into billions of transactions. @ilblackdragon sees an even bigger shift: agents coordinating everyday life and global commerce, with blockchain settling the value.
Ran: “Basically break up every transaction into billions of small transactions… am I being delusional?”
Illia: “I think you're not delusional. I think you're applying it to the wrong example.”
“Your phone, your laptop, your watch, your car will be one agentic system. That agent will have all the context about you.”
“Every interaction that you usually have with other parties is gonna be facilitated by these AI agents.”
“The reality is the business side of this. They're actually moving around millions of tons of steel and shipping all of the products across the world.”
“That's where you have trillions of dollars worth of value. That's what's gonna be settled on-chain, and AI is gonna be the facilitator for that.”
🚨 WORKING HARD NO LONGER MEANS GETTING AHEAD
@m3_melody argues that workers’ purchasing power has fallen far behind the promise of upward mobility.
“Henry Ford always thought it was very important that his employees could afford his cars.”
“Today, if you work at an auto manufacturing plant, you would not be able to afford a car in that year. No way, not on your median salary.”
“We've come so far afield from the idea that if you work hard, you're gonna get ahead.”
“It got so much worse after the Great Financial Crisis.”
📽️: @alessandrorisk
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🚨 AI AGENTS WILL SETTLE TRILLIONS ON CHAIN
@ilblackdragon envisions personal agents coordinating everyday tasks across your devices. But he sees the biggest opportunity in business: agents managing global trade and using blockchain to settle trillions of dollars in value.
“Every individual, a person, will have their own agent. Your phone, your laptop, your watch, your car will be one agentic system.”
“That agent will have all the context about you, and that agent will be effectively transacting with all kinds of other agents all the time.”
“Every interaction that you usually have with other parties is gonna be facilitated by these AI agents.”
“The reality is the business side of this. They're actually moving around millions of tons of steel and shipping all of the products across the world.”
“That's where you have trillions of dollars worth of value. That's what's gonna be settled on-chain, and AI is gonna be the facilitator for that.”
📽️: @cryptomanran
🚨 ZCASH ACCESS IS A BREAKTHROUGH FOR NEAR INTENTS
@ilblackdragon explains how NEAR Intents lets users swap Bitcoin for Zcash delivered to a shielded address, without needing a NEAR account.
“You were able to effectively buy Zcash, a non-smart-contract asset, with your Bitcoin.”
“You don't even need to have a NEAR account.”
“You can just say, ‘Hey, here is a deposit address for Bitcoin. Here is my shielded Zcash address to receive Zcash.’ And the NEAR network, in a decentralized way, actually facilitates that.”
“We can do this with any smart-contract or non-smart-contract chain pretty easily because we have the underlying architecture designed that way.”
📽️: @cryptomanran
🚨 CHARLES HOSKINSON CALLS MIDNIGHT “A VPN FOR DEFI”
@IOHK_Charles describes Midnight as a privacy layer for using DeFi across chains like Ethereum and $ADA.
“You just click the button in your wallet, and then through Midnight, you can do DeFi on other chains like Ethereum or Cardano, and you have privacy.”
“From the chain's perspective, it's the Midnight network, not you as a person.”
“When we talk to clients, especially enterprise clients, institutional clients, the TradFi world, they're incredibly excited because they have strong privacy requirements.”
“They can't really reveal the trades and positions of their customers and the people that they work with.”
📽️: @Cardano
🚨 US HOMES ARE TOO EXPENSIVE FOR MOST AMERICANS
@m3_melody argues home prices have outpaced what households can afford. Using her three-times-income benchmark, a $90,000 household income supports a $270,000 home, well below the prices she cites.
“Let's be generous and say the median household income in the US is $90,000. That means you could basically afford a home for $270,000.”
“We are way off the mark.”
“Most Americans cannot afford these homes.”
“Who is going to buy not only their primary homes, but their second vacation home, their rental portfolio?”
“We've been through years of speculation in the housing market… I think we're coming to the end of this road.”
📽️: @alessandrorisk