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Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $0.05
$0.05 +0.0%
LONG Katherine Wu
Host / Starkware
Physical attacks on crypto holders (kidnappings, home invasions) have risen 75% year-over-year. Criminals are using public ledger data to target individuals in the real world. The transparency of public blockchains, once a feature, is becoming a physical liability for high-net-worth individuals. This creates a non-speculative, safety-driven demand for privacy technologies (specifically Zero-Knowledge Proofs) that allow value transfer without exposing net worth to local criminals. Long Privacy Infrastructure and ZK-rollups (like Starknet) as they transition from "regulatory evasion tools" to "personal safety necessities." Regulatory bodies may conflate personal privacy tools with money laundering facilitation despite the safety argument. Unchained (Chopping Block)
Crypto Power, Political Pressure, and Real-Wo...
Feb 06 $0.05
$0.05 +0.0%
LONG Tomas Corzir
Post-Quantum Ethereum Team Lead at Ethereum Foundation
Tomas explicitly mentions that "Native Account Abstraction" (smart contract wallets) is the superior defense because you can rotate the signature scheme inside the contract logic without moving funds. He specifically cites Starknet as an example of a chain doing this natively. Legacy wallets (EOAs) are tied to their private keys and are hard to upgrade. Chains that enforce Account Abstraction at the protocol level (like Starknet) will have a much smoother, cheaper migration to post-quantum security. This architectural advantage will drive capital migration to these L2s as the quantum threat narrative heats up. Long L2s with native Account Abstraction (specifically Starknet) as the "easiest migration path" for capital. Adoption of these L2s stalls for reasons unrelated to quantum (e.g., user experience or fees). The Block
EF researcher explains Ethereum's plan to tac...