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THE CZ INTERVIEW.
@cz_binance @therollupco
00:00 Intro
00:10 CZ Feeling Good After Ringing NASDAQ Bell
00:46 BNB Chain Dominating Tokenized Assets
02:17 World Needs Access to Onchain Liquidity
03:26 Exporting U.S. Capital Markets
05:13 CZ's Take on Tokenization Pushback
06:28 Future Of Onchain Finance in USA
People will regret fading Zcash over the coming weeks to months, in our view.
It’s tough to see now, but at lower levels sentiment will be awful but the opportunity will be ripe for the taking.
Or, perhaps it’s over.
I simply choose to believe in something, with good (enough) entries for the long haul.
In any case, as always: stay safe and stay smart.
$ZEC
👀👀👀
$ZEC
Zcash developer community has momentum ...
... and lots of diehard OGs 🛡️🛡️🛡️
Quick blog post from @charlieperk4: grayscale.com/the-stack/zcas…
Jensen really about to be fired???? Oh goodness
…..
HUANG'S NVIDIA REIGN IN JEOPARDY AS EXIT ODDS HIT 80%
NVIDIA'S BOARD COULD MEET AS SOON AS TODAY TO DECIDE CEO JENSEN HUANG'S FUTURE AMID ALLEGATIONS INVOLVING TWO AFFAIRS. NO DECISION HAS BEEN CONFIRMED.
PREDICTION MARKETS NOW PRICE AN 80% CHANCE HUANG EXITS BEFORE JULY 2027, VERSUS 70% BEFORE JANUARY. ...
$NVDA
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Dan is 100% right.
Senator Warren will not stop this train no matter how hard she attacks Trump's crypto dealings - the two issues of pro-crypto regulation & Trump's ethics are far different issues.
Dan Tapiero says there’s not much Elizabeth Warren can do to roll back crypto now.
“Five years ago we had nothing.”
“You have many institutions, Morgan Stanley, but then of course you have BlackRock, you have many different ETFs.”
“So there’s nothing that Elizabeth Warren necessarily is going to be able to do about it.”
“The horse has left the barn.”
@DTAPCAP @50TFunds
The macro quant speaks…
bitcoin:native
Right now you can buy BTC at a price lower than each of the last 82 day closes except yesterday. It has declined for 6 straight weeks and retraced its summer breakout right back into the 200 day moving average after the Nasdaq had a -16% peak to trough decline and we saw a climactic macro selling event. If you want to go even further down the spectrum, ETHBTC is red going on 8 weeks in a row. At worst this is a great risk/reward setup to try the long side, at best its an attractive swing long opportunity. 90k BTC by year end is on my bingo card.
Eric is right.
Trading crypto is incredibly difficult — investing long-term with a “slow money” mindset is the way.
Eric Saraniecki of @CantonNetwork says this pullback doesn't matter because real change takes years, so pick what you believe in and hold it.
"I like to quote Don Wilson a lot. He always says that trading crypto is by far the hardest market he's ever traded. And when you hear that out of someone like Don, it's just like, 'Okay, who am I to say anything other than that?'
"People expect these overnight, instant changes to market structure. It just doesn't happen. Unfortunately, the timeline is not that fast on these things. I'm 12 years in, and I jokingly say I'm a third of the way through my journey."
"Anyway, there's a ton of great stuff going on. Token price is token price. Get into the stuff you like and hold it as a super long-term investment."
Ryan VanGrack, vice chairman of Coinbase, says each successive Congress is more pro-crypto.
"The House passed Clarity with 78 Democrats joining their Republican colleagues."
He points to Stand With Crypto's member ratings for the claim that this new Congress will have more pro-crypto, pro-regulation members than the one that preceded it, and that a setback or a delay does not change the trajectory of the industry.
@RVanGrack @coinbase @standwithcrypto
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🏴 LIVE: DAS LDN DAY 2! Institutional Bull Run Continues. Portfolio & Thesis Update. Interviewing The UK Parliament, Circle, Dan Tapiero, Baillie Gifford, Canton, & RockawayX xitter.twitterapi.xyz/i/broadcasts/2LPrXLRyZ…
