the only was to make "fuck you money" is to trade hated assets. doge offended blockchain purists so much they completely rejected the idea of memecoins. pepe was a "bear market memecoin" so got counted out every year only to make multiples ath's. wif ran while everyone called solana a "useless casino". neiro ran through the "fake neiro" fud with half of ct calling it "the wrong dog". when everyone agrees an asset is "the future" all of the buyers have already bought. so the more doubters something has, the more room for future buyers there is. another layer to this is if the coin was able to generate hate it's capable of generating an emotional reaction. hate is always better than "idgaf". the next time your tl is laughing at a coin for no fundamental reason, look closer.

being bullish on robinhood chain seems to be a contrarian thesis these days. time to load up on more $cashcat.

zcash dates to watch: sep 30th code freeze: last day for features, if it’s not ready, it will wait for the next upgrade. oct 6 testnet: the official zcash testnet switches to 25-second blocks. first real look at whether the upgrade works. oct 20th mainnet decision: devs look at testnet and either lock the mainnet block height or delay. nov 5th mainnet target: nu7 goes live if oct 20 is a yes. what nu7 does: - blocks every 25 seconds instead of 75 - same amount of zec issued per day - old v4 transactions stop working - leftover sprout coins can’t be spent after that plus 60% of fees get set aside and start coming back to miners in 2031. q4 belongs to $zec holders.

tokenized stock market cap is $3.5b. 100x smaller than the stablecoin market. expecting this to close down to a 10/1 gap at market top like cat coins vs dogs last cycle. which means tokenized stock market will probably 10x from here.

thinking of buying a cat and calling her $cate.

2021: 1 $zec could buy you airpods. 2026: 1 $zec can buy you a macbook.

zcash isn't pumping because of the "narrative". it's pumping because it's the only privacy asset institutions are allowed to own. grayscale’s spot etf just hit $1b aum in a month so they filed the next product: a high-income zcash etf that pays every two weeks off options. it has spot, options and a yield wrapper which improves accessibility. meanwhile the tech itself is getting faster. NU7: 25-second blocks, testnet on october 6 and mainnet targeting nov 5th. so you have distribution exploding and the product getting 3x faster. fuck you, zigher.

my portfolio: $ZEC $PUMP $PENGU $ANSEM $CATE + some other narrative plays. what am I missing?

pumpfun is the most underrated business in crypto history. through every meta there's been a wave of competition trying to "take pumps lunch" and we've seen something similar recently with stonkfun. yet pump still makes $10m/week. incredible, really.

this is probably the most underpriced event rn. koreans are the biggest gambling degenerates on earth and now we have pudgies in their retail stores. I have zero doubts when retail comes back, koreans will ape $PENGU because it's familiar. billions will pengu.

when in doubt, zoom out.

"the $zec local top is in". DOES IT MATTER??? for years we've been sold a dream of decentralisation and privacy only for btc to become a part of tradfi. zcash is our last chance to deliver satoshi's promise. this project is bigger than a short term chart.

your weekly reminder that this cycle hasn't topped until robinhood is one of the top 3 tvl chains.

CREDIT WHERE DUE

bitcoin will make an ath in q4. pass it on.

if we learned anything last cycle it's to "never marry your bags" for longer than 3 months. last bull market started with gaming coins running, then ai coins, then solana nfts, then solana animal coins, then sui, then solana ai shitcoins, then hyperliquid, then launchpad wars. what i'm saying is just because something is outperforming now, doesn't mean it will outperform in 3 months time. hold your high conviction plays but set a rule when to rotate them into stables. it's the only way to win.

1 eth in 2021: $4.9k 1 eth in 2026: $2.7k 1 zec in 2021: $320 1 zec in 2026: $1,550 I have no doubts $zec will flip eth in price per token before year end.

I dont know who needs to hear this but $near isn't any version of $zec. near bulls just rotate their thesis every cycle: 2017: an ai lab 2018: a blockchain. 2020: human-readable accounts for mass adoption. 2021–22: "the scalable ethereum killer." then Aurora, then the rainbow bridge, then chain abstraction, then “Blockchain for ai.", then user-owned ai, then agents, then confidential intents when privacy started printing. now let's look at zcash: launched in 2016 as bitcoin with the one thing bitcoin refused to add: shielded payments. same 21 million cap, proof of work and halvings. it's been the same product with the same thesis since 2016. the only project we should compare with $zec is bitcoin.

"pepe whales" will be this cycles new "doge whales" "doge whales will be this cycles new "litecoin whales" $cate sends it's regards.