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Mutasco (🐝) retweeted
MSTR and ASST are "Amplified Bitcoin". That means they can outperform bitcoin to the upside, but also underperform bitcoin to the downside. In this week's video, I walk through the math behind "Amplified Bitcoin"...
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Eric Conner says being an ETH maxi cost him the entire Solana cycle, so he sold some $ETH for $HYPE and later added LIGHTER $LIT instead of picking a side in the perps war. "I was an ETH maximalist for years, and because of that, I missed the whole Solana cycle. I saw it early. I could have rotated. I was just stubborn." "That was my aha moment." "I told myself I'm never going to tie myself to just one coin again." "And in a growing space like perps, why would you? There's plenty of pie. There are going to be multiple winners, not one."
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Today is a monumental day for @doublezero. We're launching our second Layer 1 blockchain, home to one of the most attractive perps markets for traders. Beginning today, traders and their AI agents can now obtain full book, Level 4 data, delivered over DoubleZero's high performance global fiber network via multicast. Our launch today includes full perps market coverage, including every HIP-3 market. This is a game changer for traders, and I can't wait for you to get your hands on it.
DoubleZero Edge now carries data from @HyperliquidX. Streams are entirely uncapped, every market, every order, the full L4 book including HIP-3. Introducing the first-class path to Hyperliquid’s order book, and the fastest commercially available feed on the market.
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Mutasco (🐝) retweeted
My first interview with Josh Swihart, founder and CEO of Zcash Open Development Lab (ZODL). 0:00 Intro 0:45 Zcash was objectively dying 3:36 What revived Zcash 7:11 Swaps: the killer feature 8:41 What was broken at ECC 10:54 A dev fund that looks like a government 11:30 The fork excuse 12:20 Why ECC went for-profit 13:34 Balaji: too big to kill 16:05 Zodl's roadmap 16:44 The parallel polis 18:25 Building a parallel financial system 19:10 Seed phrases are antiquated 21:57 Desktop wallet, multisig & time locks 24:50 Bitcoin has been captured 26:21 Bitcoiners hedging into Zcash 27:00 How Zcash avoids capture 29:25 Do ETFs matter? 30:25 The biggest Bitcoin maximalist lie 31:58 Bitcoin's quantum problem 34:35 Peter Todd and the soundness bug 36:35 Will Zcash overtake Bitcoin? 37:23 Zcash in the hands of billions 37:39 Store of value vs. currency 38:43 Should the transparent pool die? 41:19 Exchanges have no excuse (Gemini vs. Coinbase) 44:00 Quantum recoverability & the post-quantum roadmap 45:58 The most secure place to store funds 46:19 Tap-to-pay, Flexa & CrossPay 49:08 Stablecoins as the Trojan horse 49:52 Outro
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Mutasco (🐝) retweeted
Zcash
Researchers built an AI that doxes any "anonymous" reddit account in under a minutes for $2. eth zurich and anthropic published a terrifying paper proving that "practical anonymity" on the internet is officially dead. they built a fully autonomous ai pipeline that takes your pseudonymous posts, extracts your identity signals, searches the web, and figures out exactly who you are. no human investigator needed. the numbers are actually mindblowing.. - 67% of hacker news users identified correctly - when the system makes a guess, it is right 90% of the time - it even unmasked scientists whose interview transcripts were explicitly redacted for privacy the scariest part? even time doesn't protect you.. they tested users who took a full year break and changed their interests. the ai still matched their old and new profiles with 90% precision. it sees through your persona changes like they aren't even there. there is no defense against this. the agent splits the work into tiny, benign tasks like "summarizing a profile" or "ranking candidates." no api safety guardrail is going to flag it because no single step looks malicious.. every throwaway account. every "nobody will connect this to me" comment. it’s all just searchable micro-data now.
Community note
Paper shows LLM agents re-ID 67% of tested HN users (LinkedIn-linked then stripped) at 90% precision for $1-4 in minutes. Authors note these easier than typical pseudonymous accounts; lower for careful/Reddit users. Not "any" account. arxiv.org/abs/2602.16800 decrypt.co/379228/ai-can-…
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Okay, this got me good πŸ˜‚πŸ˜‚πŸ˜‚
Out of β‚Ώubblegum.
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Mutasco (🐝) retweeted
The Treasury plans to sell $44 billion 7 Year Notes today; the auction results will be announced just after noon CDT.
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Mutasco (🐝) retweeted
There’s 21M Bitcoin, Saylor will keep on buying, Strive will keep buying, retail will keep buying, new corporate treasuries will launch, sovereign wealth funds will keep buying (and they won’t tell you), African dictators will buy and yes, there will always be sellers as numbers go up. But for every seller, you’ll eventually get more and more buyers who are looking to hold for another 10 years. Eventually, there won’t be any left. $1M Bitcoin isn’t a prediction about hype. It’s a thesis about what happens when unlimited demand meets a finite monetary asset.
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Mutasco (🐝) retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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Mutasco (🐝) retweeted
What I love about James is that he is an utterly manic bull but uses a long-term time horizon in all of his posts and basically a combination of all of this works every time. Either crypto is on an adoption curve or it's failed. If it's on an adoption curve, all of these entry points are perfect over time, not an exact price. @JamesEastonUK Be like James.
Valhalla is ours.
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