Former @GoldmanSachs trader. Privacy + AI surveillance + optional shielding + ETF access + supply tightness. This will create generational wealth
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When I worked @GoldmanSachs I always told my clients no trade is a trade, but zcash:native isn’t a trade; it’s bigger than a quick PnL swing. It’s an asset that will retire you and your family.
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I do not give a fuck if hackers used $Monero
You are NGMI if you care about this shit
Hope this helps
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Cope harder Zideliners
I love the taste of your salty tears
You ok hun?
zcash:native
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This new shielded bitcoin paper doing the rounds is laughable.
It’s Bitcoin showing up to the privacy party wearing Zcash’s coat and insisting it invented the sleeves.
They photocopied the shielded pool, stapled it to a public bulletin board, and called it L1 privacy.
zcash:native already ships the product. This ships a whitepaper, a fee multiple, and a sequel.
Broken down:
1. The door isn’t built.
Transfers inside the pool are specified. Getting BTC in and out is “companion paper coming soon.” That’s not a privacy protocol. That’s a restaurant that published the dessert menu and still hasn’t poured the foundation.
2. Bitcoin doesn’t enforce it.
Bitcoin nodes do not understand notes, nullifiers, or the proofs. They just order bytes. The actual money rules live in indexers. Disagreeing indexers = forked reality. Zcash miners reject invalid shielded txs. Here the base chain will happily confirm a beautifully formatted lie.
3. The anonymity set starts at zero.
Zcash has years of real shielded pool, real wallets, real volume, Ironwood live. This starts empty, optional, and four times more expensive. Optional privacy with a tiny set is a spotlight with extra steps. Timing, amounts, fees and the very public peg-in/peg-out still leak. The paper admits the exits aren’t even claimed to be private.
4. “No operators” is a branding choice.
You still need indexers, wallets that speak shbtc:, proof generators, and a PIPEs primitive described as experimental. That’s not “no trusted parties.” That’s “we outsourced consensus to whoever runs the better spreadsheet.”
5. Witness encryption as the lock.
PIPEs lock a key that only opens if you prove you followed the rules. Cute. Also: new crypto, new failure modes, and the thing that actually moves coins on L1 is still a regular Bitcoin spend with a paper trail at both ends. You didn’t delete the CCTV. You hung a curtain in the middle of the room.
6. Cultural mismatch.
Bitcoin’s whole personality is ossify, don’t touch consensus, every sat is public. This proposal is “please treat our 700-byte fanfic as money, and also pay miners 4× for the privilege.” Maxi reaction write-itself: if you wanted Zcash you should have bought Zcash.
Can’t blame them for trying though 🤣
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Risk assets are supposed to get wrecked when Treasuries sell off like this.
This is scarce private money getting repriced while the risk-free rate rips.
21M cap. Optional privacy. ETF can’t touch the shielded side.
Insanely bullish for zcash:native
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10Y at 5.14%. Highest since 2007. 30Y also screaming higher. Bonds sold. Duration died.
ZEC still ~$1,500 after $1,680.
16.95M / 21M issued. ~29% shielded. Tradable float is the squeeze.
Risk-free rate going up is not a reason to sell the scarce private coin.
It’s the reason the bid exists.
$ZEC
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Sit in shielded finite digital money and watch the fireworks explode around you (not nice fireworks) @TruthGundlach
The Fed did the micro hike one week ago and UST long rates fell….at first.
Now they are at the high of the year and very nearly the high of the past two decades.
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Buy hard digital private assets as countries lose control of their yield curve regimes and turn to normal folk to bail them out @TruthGundlach
The dilemma:
If the Fed hikes it will worsen the interest expense problem (since so much borrowing is at the short end).
If the Fed cuts it will worsen the inflation problem.
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OpenAI’s agent just hacked an Australian government site.
It hit a wall, found another door, and took files it wasn’t supposed to have.
That’s the future of software.
Agents that settle on transparent rails get mapped, frozen, and front-run.
Agents that settle in shielded ZEC don’t.
21M cap. ~29% already private. No KYC to spend.
This is why Zcash is the money layer for autonomous systems.
$ZEC
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10y just printed a 19-year high. Bonds dumped. Gold slipped ~1.5–2%. BTC sold off with it.
zcash:native did not.
That’s the whole trade.
Gold was supposed to be private bearer money. What you actually got is a bar in someone else’s vault, an ETF ticker, and a price that dies when real yields rip.
Bitcoin is public hard money. Fine until everyone realised it was public.
Zcash is what gold was marketed as.
When duration gets marked to market, the asset that still works is private scarce money — not the museum version.
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Bonds just dumped.
Ships getting shot at + hawkish Fed speak = yields up, duration getting punished.
zcash:native buyers did the opposite. They bought the dip hard.
21M cap. Shielded activity at 4-year highs. ETF bid showing up.
When shipping lanes and the Fed both get loud, people reach for money that can’t be watched.
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Zcash is my safe word @elonmusk
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People will begin asking @saylor questions about zcash:native when we start trading towards $5,000.
Why didn’t you choose zcash given it has the same tokenomics, but has added privacy unlike Bitcoin?
Zcash has made progress in the face of the quantum threat, how does Bitcoin compare?
What’s he going to say?
He’s in a pickle.
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$ZEC
Most alive tokens in crypto rn @TrustlessState
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I feel nothing until 100,000 @mert
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If you preached the death of zcash:native during the Ironwood debacle have a little think about things this morning.
Have a look in the mirror and just try and work out why you did that.
Was it the comfort and warmth of going along with the crowd?
Was it just simply because you enjoyed the dunk?
You need to get to the bottom of this because it’s keeping you poor.
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