12.5K @conviction_meta Right now, $ZEC is still over-valued at 9B MC - higher than 7/10 top neocloud companies
$SOL is still valued at 44B MC, higher than $NBIS & $CRWV, the top 2 neoclouds
$DOT is still valued at 1.4B, higher than AI infrastructure companies with 800 VC such as $AOSL & AI defense companies like $PDYN scoring military contracts
$ANSEM & $CASHCAT are valued higher than power solution companies like $PPSI & robotics companies such as $SERV beating revenue expectations multiple quarters in a row
12.5K @conviction_meta Right now there are multiple cryptocurrencies valued above a $1B MC with zero fundamental value while the current participants are devaluing all speculative assets
At the same time, there are stocks that have accumulated for the last decade with continued growth, increasing revenue, and demand focused on the AI boom that are extremely undervalued
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13.0K @_TomHoward Zakura client already discovered and patched a miner ddos bug! Network was always safe, now mining rewards are safer.
299 @ZakuraZcash New Zakura Release: 1.0.1
Our team discovered some vulnerabilities that affected Zebra, which Zakura inherited in our initial release. We coordinated with the @ZcashFoundation on new releases for both of our projects to fix these issues.
No user funds were at risk.
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58.3K @therollupco Happy Friday from South Florida.
Big day for CLARITY…will we get any clarity?
Alpaca just closed a $135M raise. Privacy tokens, mainly ZEC, are having a moment with Chamath’s latest thinkpiece.
HYPE, LIT, AERO consolidate and seeing a lot of bearish calls out there.
We think end of 2026 and into 2027 is a strong time for crypto, so we remain patient.
Couldn't ask for a better pair today. Holly Atkinson of 1inch on solving DeFi's liquidity problem, and Andre Cronje of Flying Tulip on ftUSD and onchain yield.
Feels like 2020 again!
Let's have a good one heading into the weekend.
1:00PM ET @holdoesdev - @1inch
2:00PM ET @AndreCronjeTech - @flyingtulip_
See you on the show.
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