Terrence Pluff

Founder, Humanity Protocol
@terencekwok · tracked since Feb 2026
Calls 4 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
AMZN long +25.2%
WLD long +13.5%
Worst Calls
TCEHY long -10.9%
MA long -8.0%
Most Mentioned
AMZN ×1
MA ×1
TCEHY ×1
Recent Calls
TCEHY long 3 months ago
AMZN long 3 months ago
MA long 3 months ago
Win Rate 50% Long 4 Short 0
Win Rate
7d 50%
30d 25%
90d 25%
Average Return +4.9% Long Return +4.9% Short Return -
Average Return
7d +1.2%
30d -4.8%
90d -5.4%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 19
$204.86
+25.2%
The speaker notes that Humanity Protocol has partnered with Mastercard (MA) for financial verification. He also validates his technology choice by noting that Amazon (AMZN) and Tencent (TCEHY) have been using palm scanning for payments for years. The adoption of biometric verification by legacy finance (Mastercard) and big tech (Amazon/Tencent) signals that this technology stack is moving to the mainstream. These companies are effectively the "picks and shovels" or the validated infrastructure providers for the biometric economy. LONG. Institutional validation reduces technology risk for these incumbents rolling out identity solutions. Slow consumer adoption rates for biometric payments due to privacy fears.
The speaker notes that Humanity Protocol has partnered with Mastercard (MA) for financial verification. He also validates his technology choice by noting that Amazon (AMZN) and Tencent (TCEHY) have been using palm scanning for payments for years. The adoption of biometric verification by legacy finance (Mastercard) and big tech (Amazon/Tencent) signals that this technology stack is moving to the mainstream. These companies are effectively the "picks and shovels" or the validated infrastructure providers for the biometric economy. LONG. Institutional validation reduces technology risk for these incumbents rolling out identity solutions. Slow consumer adoption rates for biometric payments due to privacy fears.
Consumer
Long
Feb 19
$520.26
-8.0%
The speaker notes that Humanity Protocol has partnered with Mastercard (MA) for financial verification. He also validates his technology choice by noting that Amazon (AMZN) and Tencent (TCEHY) have been using palm scanning for payments for years. The adoption of biometric verification by legacy finance (Mastercard) and big tech (Amazon/Tencent) signals that this technology stack is moving to the mainstream. These companies are effectively the "picks and shovels" or the validated infrastructure providers for the biometric economy. LONG. Institutional validation reduces technology risk for these incumbents rolling out identity solutions. Slow consumer adoption rates for biometric payments due to privacy fears.
The speaker notes that Humanity Protocol has partnered with Mastercard (MA) for financial verification. He also validates his technology choice by noting that Amazon (AMZN) and Tencent (TCEHY) have been using palm scanning for payments for years. The adoption of biometric verification by legacy finance (Mastercard) and big tech (Amazon/Tencent) signals that this technology stack is moving to the mainstream. These companies are effectively the "picks and shovels" or the validated infrastructure providers for the biometric economy. LONG. Institutional validation reduces technology risk for these incumbents rolling out identity solutions. Slow consumer adoption rates for biometric payments due to privacy fears.
Fintech
Long
Feb 19
$68.13
-10.9%
The speaker notes that Humanity Protocol has partnered with Mastercard (MA) for financial verification. He also validates his technology choice by noting that Amazon (AMZN) and Tencent (TCEHY) have been using palm scanning for payments for years. The adoption of biometric verification by legacy finance (Mastercard) and big tech (Amazon/Tencent) signals that this technology stack is moving to the mainstream. These companies are effectively the "picks and shovels" or the validated infrastructure providers for the biometric economy. LONG. Institutional validation reduces technology risk for these incumbents rolling out identity solutions. Slow consumer adoption rates for biometric payments due to privacy fears.
The speaker notes that Humanity Protocol has partnered with Mastercard (MA) for financial verification. He also validates his technology choice by noting that Amazon (AMZN) and Tencent (TCEHY) have been using palm scanning for payments for years. The adoption of biometric verification by legacy finance (Mastercard) and big tech (Amazon/Tencent) signals that this technology stack is moving to the mainstream. These companies are effectively the "picks and shovels" or the validated infrastructure providers for the biometric economy. LONG. Institutional validation reduces technology risk for these incumbents rolling out identity solutions. Slow consumer adoption rates for biometric payments due to privacy fears.
AI/Semi
Long
Feb 19
$0.37
+13.5%
The speaker states that verifying "physical proof of humanity" is now the most critical piece of infrastructure needed for the internet due to AI agents and deepfakes. He explicitly mentions Worldcoin (WLD) as the incumbent using iris scans, while his protocol uses palm scans. As AI agents flood the internet, "Proof of Personhood" becomes a prerequisite for any digital interaction (DeFi, social media, voting). While the speaker is competing with Worldcoin, the macro thesis validates the entire *sector* of biometric identity on-chain. If Humanity Protocol succeeds, it reinforces the narrative that biometric crypto-assets are essential utilities, not just speculative tokens. LONG. The sector is transitioning from "novelty" to "necessary security infrastructure." Privacy backlash against biometric data collection or regulatory bans on biometric tokens.
The speaker states that verifying "physical proof of humanity" is now the most critical piece of infrastructure needed for the internet due to AI agents and deepfakes. He explicitly mentions Worldcoin (WLD) as the incumbent using iris scans, while his protocol uses palm scans. As AI agents flood the internet, "Proof of Personhood" becomes a prerequisite for any digital interaction (DeFi, social media, voting). While the speaker is competing with Worldcoin, the macro thesis validates the entire *sector* of biometric identity on-chain. If Humanity Protocol succeeds, it reinforces the narrative that biometric crypto-assets are essential utilities, not just speculative tokens. LONG. The sector is transitioning from "novelty" to "necessary security infrastructure." Privacy backlash against biometric data collection or regulatory bans on biometric tokens.
Crypto
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