Ansem puts @Zcash in the same category as some of crypto's biggest historical re-ratings, with $100B+ as the territory he believes $ZEC can attack “Zcash is in a very similar spot where I think it can accelerate pretty aggressively into that $100B+ territory” “The best trades in crypto have always been the re-rating of these select few assets that are able to get close to that $100B mark” “You saw it with ETH after Bitcoin, you saw it with Solana after Bitcoin” “I think the Zcash thesis is just super clean for people to understand, makes a ton of sense for retail and institutions” w/ @blknoiz06

Your first AI trading bot shouldn't touch real money @milesdeutscher uses Alpaca's MCP setup to connect Claude directly to market data and trading tools, then starts everything in paper mode. Build the strategy, test the execution, find the broken configs and only introduce capital once the system behaves as expected. AI is making the build easier. Testing still matters.

Raoul Pal bought Zcash around $300, and his thesis is surprisingly simple “I own Zcash, and I managed to buy it recently at 300 and something bucks” “Could it be 10% of Bitcoin's market? Yeah, that makes total sense” “It's a private version of Bitcoin” For @RaoulGMI, $ZEC has an easy narrative to understand and communicate: Bitcoin-like monetary properties with privacy built into the asset. He also sees privacy becoming a broader crypto theme, with smart contract platforms building different forms of privacy around compliance and permissioning. His @Zcash bet comes down to a simple idea: private money can command a meaningful share of the Bitcoin narrative.

Ansem learned one of trading's most painful lessons during the NFT boom: you can nail the thesis and still miss the entire trade “I had people telling me to buy CryptoPunks when they were sub $10K, they might even have been sub $5K” “I faded a lot of the NFT stuff, and when NFTs popped off and did well, I was like, NFTs are going to do well on Solana” “If you think DeFi is going to happen on SOL, you think onchain is going to happen on SOL, NFTs are also going to happen on SOL” “Even with that thesis, I still missed all the Solana NFTs” w/ @blknoiz06

CZ still rejects the idea that one tweet killed FTX @KevinWSHPod brings him back to the Nov 2022 post announcing Binance would dump its remaining FTT, days before FTX collapsed. @cz_binance argues that a company with real customers, a working product and properly managed cash should survive a competitor selling its position. His tweet may have accelerated the run but the problems inside FTX were already far bigger than the tweet itself.

Market Bubble ep.21: full conversation with @rasmr_eth Front-running the next rotation, social apps, Stonk, HYPE, Zcash, Pump and where onchain attention is moving next 0:00 - Front-running rotations and the Stonk trade 3:41 - Launchpads, social apps and the next onchain thesis 7:35 - Zcash, HYPE, Pump and cutting-edge tech 10:30 - Bitcoin, HYPE and the Bitget hack 13:38 - Leverage, PnL and the influencer trade

Raoul Pal thinks the next population boom won’t be human “This new wave of digital immigrants, AI and robots” “This is adding to the intelligence workforce in infinite numbers” “In five years time, there’s billions of economic agents who are transacting and doing economic activity” His thesis is that AI agents and robots could add an entirely new class of economic participants without the demographic constraints of humans. They transact, consume compute and electricity, and can potentially produce more at lower marginal cost. If that scales anywhere close to his scenario, AI doesn’t just improve productivity. It expands the effective economic population itself. w/ @cryptomanran, @RaoulGMI

Ran Neuner says today’s RWAs are where the internet was when magazines first went online: migration comes first, the real innovation comes after “We call them real-world assets, it’s just the migration of traditional assets onto blockchain rails” “I think the first step is taking the magazines and putting them onto the internet, and that’s what I think RWAs are” “Once we do that, the old financial system is working on new rails” “I think the same thing is going to happen with real-world assets” w/ @cryptomanran

One launchpad won't fit every coin @rasmr_eth views the market splitting into different venues built around different trading behavior. Pump dominates the fast, liquid low-cap game. New pair mechanics open another lane where communities can trade around their own ecosystem assets, with ZCAT/ZEC as an early example. Different mechanics, different users, different markets. The launchpad itself is becoming part of the trade.

Miles calls AI UGC ads genuinely powerful, especially when the attention flows directly into a product you own “You would essentially learn to optimize ad generation through a product like Higgsfield” “It was really smart because it was trend jacking or fame jacking a big name, so the video could get a lot of views, but it was using that to funnel into a product” “This stuff is genuinely really smart” “UGC ads in themselves are really, really powerful, but I think they’re more powerful when they’re attached to your own agency or your own product” w/ @milesdeutscher