2026 thesis: perps, privacy, predictionsmy rough prediction for 2025 was that the dopamine receptors of the masses would dry out by year-end and non-speculative regulatory-friendly things would get the spotlightwe are seeing this w the payments chains, stocks, and things like canton nowit seems this largely played out directionally correct and the question remains what happens next?I think a few things will happen:- crypto is made up of the commercial, the casino, and the cypherpunk- the cypherpunk aspect h ...

MetaDAO Overview - MetaDAO is an ownership coin where token holders control the treasury and all value accrual, making all decisions [1] - MetaDAO's structure is legally and market structurally binding due to its ownership coin setup and futarchy's treasury control [1] - MetaDAO can evolve based on decision market proposals, without needing to force utility or waste revenue on buybacks [2] Revenue Streams - MetaDAO currently generates revenue from a small percentage take rate on AMM fees, which also performs auto arbitrage [2] - Potential increase in the AMM take rate is being considered [2] - MetaDAO anticipates earning revenue from a percentage deposit fee on all ICO commitments, potentially exceeding AMM revenue in the short term [2] - Additional monetization methods exist, leveraging MetaDAO's role as an internet native capital formation layer [2] Founder Compensation & Market Perception - MetaDAO's founders are incentivized with 2% of the token supply for every 1 billion USD increase in market cap [2] - This compensation model was approved via futarchy, indicating market belief in its positive impact on the token's value [2] Visionary Statement - MetaDAO aims to reshape the fabric of society and the concept of value, similar to Bitcoin's initial goals [3]

memecoin supercycle -> cypherpunk sznbattbot🛡️ (@in4crypto):it's ztarknear season aka cypherpunk szn[s]tarknet[z]cash[n]earwith these 3 even you cannot fumble this cycle ...

Hackathon & Product Development - Colosseum's competitions are the biggest in tech broadly [1] - A tsunami of Cypherpunk-inspired products is expected to hit mainnet in the next few months [1] Solana Ecosystem - The Solana Cypherpunk Hackathon was the single largest hackathon in crypto history [1]

RT Bruce Fenton (@brucefenton)We spent this cycle kissing up to politicians, pushing for centralized treasuries and public companies, shilling for fiat based stablecoins and cheering for partnerships with banks.We deserve this market drop and worse.Old school centralized fiat based trad fi is broken. We either replace it and break away with real cypherpunk values of privacy and decentralization or the entire experiment is worthless.Opt out. Get off exchanges. Reject centralization. Go dark. ...

Industry Events - Cypherpunk 传奇人物 Adam Back 和 Shinobi 在 Bitcoin Amsterdam 大会上亮相 [1]

Core Principles & Mission - Zcash aims to invest in privacy technologies and promote self-sovereignty, based on the cypherpunk manifesto from 1993 [1] - Zcash is described as encrypted Bitcoin, sharing the same tokenomics with a capped supply of 21 million ZEC [1] Community & Vision - Early Bitcoin enthusiasts are also excited about Zcash, viewing both cryptocurrencies as complementary [1] - The speaker believes AI will catalyze the need for privacy, further driving the adoption of Zcash [1] Bitcoin & Zcash Relationship - Bitcoin is transparent in storing value, while Zcash offers encrypted transactions, suggesting users should utilize both [1] - Zcash and Bitcoin are seen as going hand in hand, appealing to a shared community [1]

Privacy & Cryptocurrency - The industry emphasizes that privacy is a fundamental right for every individual on the internet, not just a fringe case for criminals [2] - The industry views privacy as giving every individual the choice, dignity, and freedom in how they present themselves to the world, representing ownership over one's identity [1] - The industry highlights that privacy is about selectively revealing oneself to the world, not secrecy, and an anonymous system empowers individuals to reveal their identity when desired [1] Zcash Analysis - Zcash's design allows individuals to decide on the wallet level whether to shield their transactions, promoting user choice [1] - Zcash's shielded pool has surpassed billions of dollars, becoming the largest such pool in crypto, offering privacy for the masses [1] - Zcash's two-mode system is positioned as a Trojan horse for scaling privacy to a planetary scale [2] Technical Comparison - Encryption-based systems like Zcash are inherently stronger than mixer-based systems like Monero, as encryption allows for true vanishing [1] - Mixer-based systems rely on distraction and obfuscation, requiring constant motion, while true privacy comes from value at rest [1]

Market Trends & Dynamics - Zcash (ZEC) is potentially absorbing Bitcoin's original use-case as a sovereign, censorship-resistant, private medium of wealth storage and transfer [1] - Bitcoin's cypherpunk vision has been hijacked due to institutional/government capture and rising global surveillance [1][14] - Zcash's recent outperformance is driven by the maturation of modern ZK proving systems and its rebranding around freedom, sovereignty, and cryptographic integrity [5][6] Technological Advantages & Developments - Bitcoin Core rejected the Zerocoin proposal, leading to the creation of Zcash with privacy features [3] - Zcash has a technical superiority over Monero (XMR) because Monero is obfuscation, not encryption [5] - NEAR Intents fully integrated ZEC, rolling out Zashi Swaps, enabling native, shielded, cross-chain swaps [7] Investment & Adoption - ZEC volume on Near Intents has flipped Bitcoin: 30-day volume of $390 million for ZEC vs $272 million for BTC; 7-day volume of $168 million for ZEC vs $94 million for BTC [8] - Since October 1st, nearly 1 million ZEC (+25%) has moved into shielded pools [9] - Major early Bitcoin figures like the Winklevoss twins are now supporting ZEC, signaling its potential to early adopters [9][10] Capital Flows - ZEC has pulled in new capital from BTC holders rotating for privacy, off-chain capital looking for sovereignty guarantees, and Silicon Valley technologists [12][13]

Technology & Cryptocurrency - Starknet aims to make Bitcoin cypherpunk again, emphasizing privacy, trust minimization, and future-proofing [1]