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Feb 06
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$292.78
$118.70
-59.5%
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WATCH
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Joshua Lim
Global Co-Head of Markets at Falcon X
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The rise of "Agentic AI" (AI agents conducting commerce) requires automated, untraceable micropayments. Current stablecoins may not offer the privacy required for autonomous AI economies. This creates a renewed fundamental use case for privacy coins (Zcash, Monero) to serve as the transactional currency for AI agents. A speculative "call option" on the growth of the AI Agent economy. High regulatory risk (KYC/AML) remains the primary overhang for privacy coins. |
Unchained (Chopping Block)
'No More Dry Powder to Come Into Tokens': Why...
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Feb 04
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$372.53
$118.70
-68.1%
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WATCH
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The Host
Crypto Analyst/Commentator
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The privacy sector is valued at only $15-20B despite being a critical need, but it currently trades as a "boring beta" to Bitcoin. Privacy is an "insurance" trade—it doesn't matter until it is desperately needed. While fundamentally undervalued, it lacks a hype catalyst and will likely just follow Bitcoin's slow grind upward rather than outperforming on its own. WATCH. Good risk/reward fundamentally, but high opportunity cost compared to AI/Crypto intersection plays. Delistings from exchanges; regulatory bans on privacy coins. |
Thread Guy
The EVIL TRUTH Behind The Bitcoin Crash..
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Feb 02
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$118.7
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LONG
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Thread Guy
Crypto Commentator / Streamer
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ThreadGuy identifies privacy as the "most underpriced narrative in the world," noting the sector is worth only $15-20B. As geopolitical unrest and surveillance increase (Epstein files, K-shaped control), the fundamental need for private transactions grows. These assets likely trade as a high-beta proxy to Bitcoin but with higher asymmetry due to low valuations. LONG. A contrarian bet on the necessity of privacy in a surveillance state. Regulatory bans and delistings from centralized exchanges (CEXs) liquidity drying up. |
Thread Guy
Crypto is in TROUBLE.. and only ONE THING can...
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Jan 27
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$118.7
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LONG
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Avi Felman
Principal / Portfolio Manager at GoldenTree (Implied role based on context/history)
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Avi notes that "humans will always commit crime" and need a place to store/move illicit value, explicitly naming Monero (XMR) and ZCash (ZEC). As geopolitical instability rises and governments weaponize the banking system (seizing assets), the utility value of privacy coins—which act as digital bearer assets outside the surveillance state—increases fundamentally. LONG. A hedge against total surveillance and banking censorship. Delistings from major centralized exchanges (Binance/Coinbase) due to regulatory pressure. |
1000x Podcast
When Will Metals Top?
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