I always enjoy a good Arthur Hayes expose!
But the glazing of zcash? I don’t get it!
He correctly calls out tether xrp and BNB as being nothing burgers in terms of true crypto sovereignty but zcash?!? Yikes
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95 sats \ 0 replies \ @OT 12h
I don't buy the privacy coin narrative either. When did privacy become popular all of a sudden? Also, trading Zcash on exchanges IS NOT PRIVATE! Lol
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64 sats \ 0 replies \ @Scoresby 12h
He's pumping his bags. It feels pretty naked in this one.
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0 sats \ 0 replies \ @justin_shocknet 7h
Yea Lightning is the real privacy layer.
He's always a must read though for his insight on macro liquidity since Bitcoin is a battery for fiat, so the very things that forces the printer to turn on and charge that battery are the same things that drain the Bitcoin battery first.
April low was just under $75k, and that was relatively orderly MSM tariff fud. If the dollar wrecking ball really goes into motion I think he'll get liquidated at 80k.
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