Идеи
Bitcoin bottomed, bullish with STRC support
Bitcoin has bottomed due to exhausted marginal sellers, predictable large-scale buying by Strategy via STRC, and extreme bearish sentiment (fear & greed at historic lows). The reflexive cycle of STRC enabling more Bitcoin purchases will drive prices higher. He is long Bitcoin spot and perps.
Zcash is a reflexive privacy hedge
Zcash is a highly reflexive asset: price increases improve its narrative (privacy, quantum resistance, regulatory clarity). He holds a small position based on SEC investigation closure, A16Z backing, same supply schedule as Bitcoin, and potential as a Bitcoin hedge. If it breaks above $500, it could rally strongly.
Farm Saturn onchain STRC for yield
Onchain versions of STRC (Saturn, Apex) allow yield farming by providing liquidity. He is actively farming Saturn points, expecting a token generation event. This leverages the same STRC reflexivity and could be rewarded with tokens.