RT Dan (@robustus)@aeyakovenko @0xMert_ @KyleSamani Exactly one of the things @QwQiao and I argued in 2018 for an SoV. You have to at minimum believe there will be a marker for it in the future, and ideally *some* direct use in economy. But you don't need high scale. https://t.co/KGM4Iu0olF ...

What’s cool about Zcash is that it can still change before $ZEC becomes a real SoV.Chances are low but not 0.Bitcoin is set in stone. Zcash is still evolving.Now, Starknet proposes adding a STARK verifier so L2s can run on Zcash without touching the L1. Becoming a competitor not for just BTC but also for ETH.If ZEC ever wants to challenge BTC as a SoV, it can’t just be a little better.It has to be MUCH better.Main upgrades so far:• Sapling (2018) made private transactions with zk-SNARKs• Blossom (2019) redu ...

a DAT makes way more sense for an SoV-esque, harder to access asset like Zcash (and BTC a few years ago) vs. the newer coinsit also physically helps improve the networkI feel like I could out shitpost Saylor ...

the way I see itsolana and hyperliquid will lead internet markets and tradingthen, bitcoin and zcash will lead internet-native SoVbeing familiar with mostly builder types in crypto due to my role, these ecos have the most authentic, high-agency builder typesnfazetardio ...

re: crypto portfoliosthat way I do it is a simple power-law barbell, nothing complexin any given market, there are 2-3 players who make up at least 80-90% of the dominance long-termso you apply this with a basic barbell and you'd hold 2-3 things for each end of the barbellthe interesting ends of the barbell in crypto imo are: SoV and DeFifor DeFi, I think SOL and HYPE end up dominatingfor SoV, I think BTC and encrypted BTC (ZEC) end up dominatingso my largest holdings are these four coins, with SOL and ZEC ...