Arthur Hayes: "governments have already de-anonymized Monero. in the AI era, Zcash is the ultimate 1000x." the Kraken story isn't an outlier. it's the compliance layer catching up to what cryptographers already know. Monero's privacy guarantees weren't broken by exchanges. they were broken by state-level actors. the freeze is downstream of that. Zcash shielded supply hit 29% of total issuance this month. institutions can touch it without going dark on the regulators. capital is already picking the version that scales. the full Hayes/Naval case is in the clip.

Day 2: Zcash at @EXXXOTICA . @rollergirlVi and @kate_stapes in Mama's zcash kitchen. Giving away protections for your body and your money. Privacy is ZECsy.

weekly price changes, 16–23 October: - SPX: −0.47% - NDQ: −0.79% - SOXL: −10.79% - BTC: −0.34% - ETH: −1.10% - ZEC: +6.28% pretty far from a bloodbath granted SOXL was weak which i think is warranted

Crypto has two years before the US government will hunt us down, target us, jail us and even kill us. Before the evil eye turns its cold gaze towards the people building a free anonymous p2p future. Why? The global order is disintegrating. The US people will see a drop in their living standard. This will breed resentment and radicalization in politics. Crypto will become the easiest scapegoat for the incoming democrat government in two years. There will be intense lawfare the likes we have never seen before. This will radicalize crypto and be the start of a new crypto wars which we will win. Change is not gradual but sudden. Things compound & accelerate. Lenin said there are decades where weeks happens, and weeks when decades happen. We are entering an inflection point when the political, economic, and technological order will change faster and faster. The next two years will define the future of anonymity, free speech and sovereignty. 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗦𝗲𝗶𝘀𝗺𝗶𝗰 𝗦𝗵𝗶𝗳𝘁𝘀 The US offers security to rich arab oil states in exchange for them backing the US dollar. This arrangement is called the petrodollar system. It is why the dollar is the most powerful currency in the world. The Iran war has been a disaster for the US. It has been unable to protect its bases and is forced to move out of the middle east. It is locked in an unwinnable conflict. The US cannot guarantee protection for its arab friends. This will severely harm the petrodollar system. These costs won't be passed onto elites but to common working people in the US. Saudi, Turkey, Pakistan and Saudi are forming a confederation to guarantee their own security - a signal of the failing US led order. Their plans include extensive transport and energy networks which bypass and sideline Israel. Israel which is a western colony in the middle east has become a pariah state even by formerly close US allies. Saudi asked the US for help with the Houthis in Yemen but the US refused. Since the US is unable to guarantee security, China will fill the vacuum. China is friends with Iran and can get security guarantees from Iran. At home, the economic consequences of declining American influence will not be distributed equally. The costs of geopolitical upheaval and economic restructuring will fall on ordinary people. Political priorities will shift to economic insecurity, inequality, and the environment. The tech elite might retain substantial resources and influence, but the broader population will face a difficult economy. These pressures will breed resentment and radicalize US politics with economically populist democrats like Bernie Sanders and Alexandria Ocasio-Cortez coming to power in the 2028 elections likely winning the presidency. Crypto will be the easiest and most convenient scapegoat for populist democrat rhetoric. Key core issues will be economy and environment. Crypto is unpopular with a perception of being linked to fraud, extraction, tax avoidance, speculation and Trump. All easy targets for populist democrat politicians seeking power. The existing lawfare operation against cypherpunk agorists will intensify to levels we have never seen before. I have been targeted by this. Deported from 2 countries this year, detained by police and questioned in 4 other countries and taken to a room by a police squad asked to sign a document without being able to talk with my lawyer. I'm not unique either. The most radical in crypto suddenly find themselves "under investigation" or charged with money laundering: @raythewarchief @rogerkver @rstormsf And this lawfare won't be limited to just cypherpunks and cryptobros but more widely directed against rich tech elites. For this reason they have been investing in network states - making deals with foreign governments to have their own enclaves to operate from. The risk from western states is simply becoming too great and they are diversifying out of the US in anticipation of a regulatory & legal war.

A closer look at the card. The texture! 👌

On the very expensive Porsche Mission S you have to use your phone for navigation and entertainment, like on the cheap $20k Slate truck, or an old car.

Zcash is an IQ test and everyone endorsing it has failed.

Easter Egg: Every Runabout will come with a stout engine designed for longevity. But…..the engine mount in the chassis and the transmission tunnel are also designed to accept common swaps like the LS, K, and B58 from day one for customers who like to void warranties. We call it a doomsday hedge…you call it what you want.

Still looks great imo. This is NOT a quick trade and something that typically plays out over weeks, not hours/days. Worst case is that I am completely wrong and my BTC and HYPE bags decrease a small amount, but with pair trading I am comfortable holding on to either asset. 🤷

Today marks a new chapter for @Ledger. We’re introducing Ledger Atom™️, a security and privacy device built to protect everything you value. Ledger Atom runs your everyday apps, with a secure chip, a secure screen, and Ledger OS™️ for the moments that matter. Your money. Your identity. Your messages. Your agents. Everything important to you, secured by Ledger. Shipping in Summer 2027. Reserve yours now: shop.ledger.com/pages/ledger…

BAYC needs to think beyond the floor price. 🦍 What about introducing payment plans and a Yuga ecosystem loan facility for prospective holders who can’t afford a BAYC in one lump sum? Spread the cost. Build ownership. Bring fresh liquidity into the ecosystem. With NFT marketplaces like Blur and Magic Eden now out of the picture, BAYC could lead by creating real financial utility around NFT ownership. Imagine accessible instalments, collateral-backed loans and a responsible path to owning a BAYC. The NFT ecosystem needs innovation, not just another marketplace. Make the Yacht Club more accessible. Bring new money on-chain. Revive the culture. @BoredApeYC @yugalabs #BAYC

Vibe coding, DIY hardware, and 3D printing will lead to a renaissance in arcade-style gaming.

“They can't trace Monero, bullshit.” Let's be clear: Zcash leaks at its own edge. When coins go into or out of the shielded pool, the amount shows on Zcash’s own chain. Monero has no edge like that. Every amount is hidden (RingCT), every receiver gets a one-time address, and every spend sits among decoys. You can’t follow coins across Monero’s ledger. But a thief doesn’t live inside Monero. They have to get in and get out, and the doors are often public. A hypothetical scenario, using XMR1 on Hyperliquid: - The thief swaps stolen USDC into XMR1. Hyperliquid is a public chain, so the wallet, size and time are all on the record. - They withdraw to native XMR through the bridge in 9 lots of ~210, one about every 40 minutes. The withdrawals are public. Nobody sees what happens inside Monero after that. - Two days later, 9 deposits of ~209.9 XMR come back through the bridge and mint XMR1 to a fresh wallet. Same count, same sizes less fees, same 40-minute rhythm. Or the same shape turns up somewhere else, as BTC out of a swap desk worth the same at that hour. All we can do is match the way in to the way out. But that leaves plenty to go on: how many lots, how big, when, and many more markers that people don't realise. That’s not a weakness in Monero. Monero does its job. Almost everything leaves a trace. Walk through a room and you leave a scent. You can’t see it, but the right sensor picks it up. On-chain it’s the same: the trail is always there, you just need the right instrument to see it.