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🎙️ Ep 258 is live
📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t a Fluke — And Just The Beginning
✨ Featuring @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian
youtu.be/TdkUIxHg-RQ
🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. the-edge.xyz/p/the-zcash-com…
The Edge Podcast retweeted
Bet you don’t know which famous investor was one of @Zcash's earliest backers 🤔
We also ask who’s been the main buyer of $ZEC lately.
Both in the clip below. Full conversation in the quoted post 👇
🎙️ New @Edge_Pod
📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t A Fluke — And Just The Beginning
0:00 - Intro
2:46 - Zaki and Sudo’s background
7:04 - What drew Zaki and Sudo to Zcash full time
12:52 - What triggered the price run for ZEC
19:02 - Two phases of Zcash’s redemption
22:04 - Why Zcash is special vs other chains
25:10 - The privacy toggle in Zodl
29:40 - How to buy ZEC privately
32:55 - The Orchard pool vulnerability
43:09 - Will shielded ZEC be safe in a PQ-world?
45:19 - Could minted ZEC be hiding in Orchard?
48:17 - The ecosystem map for Zcash
51:32 - Cypherpunk’s role (CYPH) in Zcash
54:50 - PoW vs PoS debate in Zcash
57:09 - How Zcash governance actually works
1:03:54 - What is Sovright building for Zcash?
1:08:37 - What DeFi's possible for ZEC in the future?
1:13:57 - Why Zcash is the "middle thing"
1:17:03 - Closing
🙏 Thanks to @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian for joining us!
The Edge Podcast retweeted
🎙️ New @Edge_Pod
📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t A Fluke — And Just The Beginning
0:00 - Intro
2:46 - Zaki and Sudo’s background
7:04 - What drew Zaki and Sudo to Zcash full time
12:52 - What triggered the price run for ZEC
19:02 - Two phases of Zcash’s redemption
22:04 - Why Zcash is special vs other chains
25:10 - The privacy toggle in Zodl
29:40 - How to buy ZEC privately
32:55 - The Orchard pool vulnerability
43:09 - Will shielded ZEC be safe in a PQ-world?
45:19 - Could minted ZEC be hiding in Orchard?
48:17 - The ecosystem map for Zcash
51:32 - Cypherpunk’s role (CYPH) in Zcash
54:50 - PoW vs PoS debate in Zcash
57:09 - How Zcash governance actually works
1:03:54 - What is Sovright building for Zcash?
1:08:37 - What DeFi's possible for ZEC in the future?
1:13:57 - Why Zcash is the "middle thing"
1:17:03 - Closing
🙏 Thanks to @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian for joining us!
The Edge Podcast retweeted
New @Edge_Pod!
A few years ago, Zcash looked almost dead.
A lot changed: price is up 40x, zcash:native wallets work, and there's huge flows into ZEC.
These Zcash builders say the price run is no fluke.
"It's not like we did the year of Zcash and it's over now. It's just the start."
The Edge Podcast retweeted
Is @metricxyz The Biggest Opportunity Since Hyperliquid?
I wrote about why I think it could be.
What I like about the “Morpho of DEXs,” the risks I’m still digging into and why I’m planning to LP ahead of a potential airdrop.
the-edge.xyz/p/is-metric-the…
The Edge Podcast retweeted
Fiskantes reminded me of @zeroxkyle's pitch for robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 on a recent @edge_pod.
At the time, ORBIO was in an uptrend, days shy of an ATH $0.12 and tbf has retraced 85% to $0.02 since.
His thesis stands: great founder, novel product, good vertical (tokenized inference markets)
The Edge Podcast retweeted
How is @Zcash and @RAILGUN_Project different in under 2 min 👇
What if you could get Zcash-style privacy without leaving your ETH, stablecoins, or DeFibehind?
“A lot of the design language, if you will, and, like, the architecture of Railgun definitely tips its hat to Zcash. I don’t think we make any bones about that.
“A lot of the premises, like, the shielding, for example, come from that nomenclature.”
“What makes it different is that, you know, Zcash is, you know, primarily for ZEC. Now they’re … talking about shielded assets and this sort of thing that might come to fruition in the future, which could be really interesting. But the way it exists today, it’s for ZEC.”
“And what Railgun is designed to do is be that sort of shielded mechanism for ETH, USDT, DAI, stablecoins.
“If we look at the transactions that are happening in crypto, the number one thing is send stablecoins to somewhere. Like, people wanna use stablecoins.”
“And so, yeah, I think that that’s really the … big difference: the access to DeFi and to stablecoins.”
ft. @DeFi_Dad, @Nomaticcap & @tsu_kareta of @RAILGUN_Project
What if your Ethereum wallet had an incognito mode, without giving up the DeFi you use?
“Railgun is a suite of smart contracts. And what they’re designed to do is create a private address standard.
“So very similarly to how Zcash works, you have the public side of Zcash and private side of Zcash. Railgun is handling that private side of Ethereum.”
“So what you do is you can generate a new private address with your seed and use that … private address, just like you would a 0x address.”
“And so a lot of the research that happens around Railgun is how do you make it do everything that a public address can do?
“Like, how you tap into the burgeoning economy that is on EVM and do that in a private way without doxing your wallet?”
“And so you can sort of think of it as, like, the incognito mode for Ethereum.”
ft. @DeFi_Dad, @Nomaticcap & @tsu_kareta of @RAILGUN_Project
What if you could get Zcash-style privacy without leaving your ETH, stablecoins, or DeFibehind?
“A lot of the design language, if you will, and, like, the architecture of Railgun definitely tips its hat to Zcash. I don’t think we make any bones about that.
“A lot of the premises, like, the shielding, for example, come from that nomenclature.”
“What makes it different is that, you know, Zcash is, you know, primarily for ZEC. Now they’re … talking about shielded assets and this sort of thing that might come to fruition in the future, which could be really interesting. But the way it exists today, it’s for ZEC.”
“And what Railgun is designed to do is be that sort of shielded mechanism for ETH, USDT, DAI, stablecoins.
“If we look at the transactions that are happening in crypto, the number one thing is send stablecoins to somewhere. Like, people wanna use stablecoins.”
“And so, yeah, I think that that’s really the … big difference: the access to DeFi and to stablecoins.”
ft. @DeFi_Dad, @Nomaticcap & @tsu_kareta of @RAILGUN_Project
The Edge Podcast retweeted
🎙️ New @Edge_Pod
🥷 You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi
0:00 - Intro
1:55 - Why privacy matters
4:18 - What is Railgun?
5:50 - How to do a private swap with Railgun
9:42 - Railgun is like a safe, but not a mixer
12:47 - Common uses of Railgun
16:50 - The privacy set problem explained
20:00 - Is Railgun similar to an L2?
23:48 - Balancing act of unstoppable access
25:49 - Railgun vs Zcash differences explained
30:47 - Which apps can I use with Railgun?
33:25 - Wallet-level privacy vs app-level privacy
41:41 - Railgun’s relationship with the EF
47:43 - Will privacy be optional?
52:16 - RAIL token: staking, governance, and yield
54:32 - Closing
🙏 Thanks to @RAILGUN_Project Privacy Researcher @tsu_kareta for joining us!
🎙️ Ep 257 is live
🥷 You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi
✨ Featuring @RAILGUN_Project Privacy Researcher @tsu_kareta
youtu.be/-yl0pIABuMU
🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. the-edge.xyz/p/you-know-zcas…
The Edge Podcast retweeted
New @Edge_Pod's out!
Zcash shields ZEC.
But @RAILGUN_Project shields any asset.
ETH, tokenized BTC, RWAs, DAI, USDC, USDT... and then it lets you use Ethereum DeFi privately.
"I want my privacy mechanism to be on Ethereum."
@tsu_kareta on the incognito mode for Ethereum.
The Edge Podcast retweeted
DeFi Frontier is live 🚀
I look at:
✅ @forestroadvault's USDfr yielding ~35% APY
✅ @Infinit_Labs APEX MS vault that's yielded ~34.5%
✅ @OverwriteIntern the agentic options terminal
✅ @superformxyz - earn 32% yield while holding Tesla
Full report:
the-edge.xyz/p/forest-road-v…
The Edge Podcast retweeted
These vaults from @superformxyz are actually pretty game changing.
Own one of their tokenized Tesla stocks and earn ~32% yield over the next 176 days by holding the @pendle_fi PT.
Very very cool to see.
I'm not involved with Superform in anyway, just think this type of product could get very big 👀
Also, if curious where the yield comes from, check out the 2 min clip in my post below 👇
Here's how everyone's winning in this market:
🔹YT - 48% Long Yield APY + campaign rewards
🔹PT - Buy 1 TSLA with 0.877 TSLA (i.e. $TSLA on discount)
🔹LP - Earn 47% APY by providing liquidity
Do more with stocks on Pendle.
The Edge Podcast retweeted
How do you go long AI inference demand?
@zeroxkyle explains inference capital markets and why he thinks @AskVenice base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf is such a clean trade.
"It is a very simple token directly correlated to how much people use it."
🎙️ New @Edge_Pod
✊ Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis
0:00 - Intro
2:22 - Background at DeFiance Capital
4:57 - Moving back to fundamentals
11:53 - Memecoins led back to fundamentals
22:19 - StablecoinX Ethena DAT trade
25:04 - Why altcoin DATs are more interesting
27:29 - DeFi yield for public markets
30:53 - The founder is all that matters
38:30 - What are inference capital markets?
44:50 - Why Venice VVV is a clean trade
50:13 - Orbio, a degen bet on AI inference
53:21 - Ranking Kyle’s investments by sector
1:02:44 - Up-and-coming tokens
1:05:13 - October and is the market bottom in?
1:10:45 - Closing
🙏 Thanks to @zeroxkyle for joining us!
The idea will change. Back the founder who can turn it into a real business.
“I go through this cycle of investing and going through ups and downs of, like, 80 projects, and I come back to literally founder is all that matters. Like, founder, founder and team.”
“You can have a great idea, flavor-of-the-month idea, but chances are you’re gonna have to pivot, iterate five, ten times along the way. You’re gonna get smacked in the face.”
“I’ve always wondered what ‘get it’ means because this term was introduced to me by a guy who… who’s ex-Wall Street. You know, he’s always like, ‘They just don’t get it.’”
“But I think what it translates to is, like, business sense, like, that very specific skill, the ability to convert, like, your determination and your intellect and your skills into a tangible business and have the business sense to run it well.”
ft. @zeroxkyle, @DeFi_Dad & @Nomaticcap
The next AI trade could be the app people actually use, not just another token with an AI narrative.
“You run a trained model to get answers. And when I say Venice is tied to inference, I mean that VVV is Venice’s main capital token.”
“So each Diem gives you a dollar of Venice usage per day forever on any model, and you create it by locking up your stake of VVV.”
“Obviously, it’s great that the token has all of this. And what this translates to is that the market perceives this token to be the de facto vehicle to express their view of AI.”
“But there’s a so much cleaner and simpler long where you can long, like, the model… Like, the app that people use directly, and that’s Venice.”
ft. @zeroxkyle, @DeFi_Dad & @Nomaticcap