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Feb 16
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$294.13
$263.11
-10.5%
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LONG
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Zach Pandl
Grayscale
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Zack states investors should focus on "mega trends" in crypto: Regulatory clarity driving Stablecoins/Tokenization, and "The 3 Ps" (Privacy, Prediction Markets, Perpetual Futures). He explicitly names Ethereum, Solana, Chainlink, Zcash, and Hyperliquid as beneficiaries. While the broader market is de-risking, capital will concentrate in protocols that provide the infrastructure for these specific high-growth verticals. ETH/SOL/LINK capture the tokenization/stablecoin layer, while ZEC/HYPE capture the innovation in privacy and derivatives. LONG these specific assets as structural winners of the "Differentiation Trade." Continued correlation with the broader Tech/Growth equity sell-off. |
Unchained (Chopping Block)
Does Bitcoin Win or Lose In The Great AI-Tech...
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Feb 12
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$233.07
$263.11
+12.9%
|
AVOID
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Justin Drake
Researcher at Ethereum Foundation
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Privacy pools are the "very first target" for quantum computers because funds can be stolen "without anyone noticing" (unlike Satoshi's coins where theft is visible). If the core value proposition (privacy) is broken AND the supply can be silently hyper-inflated/drained, the asset becomes uninvestable. The "store now, decrypt later" risk also retroactively destroys the privacy value of past transactions. AVOID privacy coins that rely on elliptic curve cryptography without immediate migration plans. Privacy chains successfully migrate to post-quantum SNARKs in time. |
Unchained (Chopping Block)
Is Nic Carter Right? How Serious Is Bitcoin's...
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Feb 12
|
|
$233.07
$263.11
+12.9%
|
AVOID
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Justin Drake
Researcher at Ethereum Foundation
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Quantum computers break the soundness of the cryptography used in privacy pools (like Zcash). Unlike public chains where theft is visible, a quantum attacker could drain a privacy pool silently. No one would know the inflation occurred or funds were stolen until the pool is empty. This makes them the "first target" for quantum attackers. AVOID. Existential threat to the core value proposition. Quantum timeline delays. |
Unchained (Chopping Block)
Coinbase Earnings, Bitcoin vs Tech, and Crypt...
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Feb 06
|
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$240.61
$263.11
+9.4%
|
WATCH
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Thread Guy
Crypto Commentator / Streamer
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ThreadGuy mentions "Bang bang on Zcash" and notes that Vitalik Buterin has been "bull posting" about Zcash (ZEC). Narrative Rotation. When a major industry figure (Vitalik) endorses a legacy coin during a market reset, it often triggers a rotation of capital into that specific asset ("The Vitalik Pump"). WATCH for momentum continuation. Privacy coins face regulatory headwinds; this may be a fleeting narrative pump. |
Thread Guy
It’s NOT over!? Crypto is bouncing? - Market ...
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Feb 06
|
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$240.61
$263.11
+9.4%
|
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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$251.84
$263.11
+4.5%
|
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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$295.73
$263.11
-11.0%
|
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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$399.83
$263.11
-34.2%
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LONG
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Thread Guy
Crypto Commentator / Streamer
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Zcash is up ~9% and trading with strength. This fits the "Ideology" side of the Barbell Thesis. If the market isn't buying revenue (HYPE), it wants pure ideology. Privacy is the core ideology of crypto, and ZEC is the repricing vehicle for that narrative. LONG. It is one of the three charts (alongside HYPE and PUMP) that Thread Guy identifies as signaling a market shift. Delistings from centralized exchanges due to privacy concerns. |
Thread Guy
Bitcoin is about to PUMP...? Crypto Onchain i...
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Jan 27
|
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$399.83
$263.11
-34.2%
|
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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