Founder @halo__xyz | opinions are my own, not an offer for investment advisory services
NY / London
Joined March 2020
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Daniel retweeted
NEW EPISODE - The Complete Zcash Roadmap
@Zcash co-founder @ebfull and Zcash protocol contributor @zkDragon break down what's next for $ZEC: scaling with Tachyon, preparing for quantum threats, and the future of private money.
The complete Zcash deep dive for everyone curious about where the project is headed.
CHAPTERS
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0:00 Why Zcash Matters Now
07:53 AI Makes Privacy Urgent
11:20 The Zcash Development Roadmap
17:33 Privacy Without Compromises
25:26 Scaling Zcash With Tachyon
39:42 Private Wallets and Proof of Work
41:06 Zcash's Quantum Defense Roadmap
1:00:53 AI Threats and Formal Verification
1:12:53 Security Through Multiple Assumptions
1:19:37 Why Payments Come First
1:25:54 Funding Proof-of-Work Security
1:29:34 Governance and Coinholder Voting
1:34:53 ZEC Price and Protocol Threats
Daniel retweeted
@zkdragon on Tachyon:
"Today, to process a million transactions in a block, a full node has to verify a million ZKPs. With Tachyon, it verifies one. And the state bloat is gone. Zcash has achieved the stateless blockchain everyone talked about."
Infinite scalability.
Daniel retweeted
The biggest takeaway from the ZCG debate is that most people who want ZCG either don’t understand principal agent problems, or they don’t care about violating them.
Zcash doesn’t need to re-invent the governance wheel. Stakeholder voting has worked in capital markets for centuries. Coinholder voting is just the onchain form-factor.
Experimenting in governance is not part of the Zcash mission. Its mission is privacy.
It’s time to end ZCG and all the distractions and misalignment that come with it.
Daniel retweeted
Only nuclear company chosen by the Navy, Army and Air Force.
@RadiantNuclear is America's Nuclear company.
The @USNavy has selected Radiant to deploy our Kaleidos microreactor at Naval Weapons Station Crane, Indiana.
With this selection, Radiant is now the only nuclear microreactor company with partnerships across the Army, Navy and Air Force.
The Navy has more than 70 years of safe reactor operations. It wrote the playbook on reactor safety. Earning its confidence is powerful independent validation of Kaleidos.
This milestone moves us closer to our goal: reliable, resilient nuclear power wherever the mission demands. Through our work with all three branches, we’re building a clear path from military deployment to nuclear energy at scale for government and commercial customers.
Read more details here: radiantnuclear.com/news/navy…
ALT A landscape image showing a truck hauling a large container marked "Radiant" across a desert landscape at sunset. In the sky above the scene, logos for "America's Navy," "U.S. Army," and "U.S. Air Force" are prominently displayed.
Daniel retweeted
$GOOG 🤝 @Quicknode ❤️
Getting there step by step
#20 is decent & not bad for a 6 man band
NoVig has Sydney Sweeny
Underdog has hawk tuah
@thetailgateapp got grit and a team that ships
Daniel retweeted
This is Zcash Founder btw Zooko Wilcox-O'Hearn
Satoshi Nakamoto literally cites Zooko's blog on decentrailzed money on Bitcoin's first webpage
Satoshi was looking for a way of zero-knowledge-proofs and this is exactly what zcash:native solves!
ZEC going from $0 to $17bn in less than a decade is important, because Zcash is important for society. A civilization requires three coordination primitives to survive and prosper: communication, computation, and money. Zcash is money. Money for an infinite civilization.
ALT https://www.coingecko.com/en/coins/zcash?chart=type%3Dmarket_cap%26mode%3Dline%26timeframe%3Dmax
Daniel retweeted
A regret of mine is not being old enough at Bitcoin’s inception in 2009 (I was 9) to be a proponent in the biggest revolution in money for 6,000 years since Gold became adopted as a SOV in ancient Egypt.
I will seize that opportunity with @Zcash
Zcash is the greatest revolution in money since Bitcoin. We live in an increasingly surveilled world uncovered by advancing frontier models probabilistically determining who you are, where you are and how much you own.
Public blockchains, by nature of broadcasting transactions to the network, have been inherently flawed since their inception. Our own, Satoshi, recognised this and hypothesised an encrypted future.
We are in the throes of the greatest monetary revolution in history, with digitally hard encrypted money replacing surveilled fiat money in an ever-Orwellian world.
Privacy is a fundamental human right, and artificial intelligence is jolting human intelligence into realising it.
Be a part of human history.
Stay encrypted.
zcash:native
Daniel retweeted
ANOTHER GAJILLION DOLLARS FOR AI INFRASTRUCTURE
Daniel retweeted
In the dying breaths of this cycle it doesn't so much matter what $ZEC goes to in $USD terms from here; enough good work has already been done there. It does matter, however, at the next bottom where $ZECBTC & $ZECUSD consolidates. Over the last couple months, the work it's done in $ZECBTC terms is most notable to me.
Put another way, this late cycle price action from $ZEC is not all that unique in $USD terms, but it is unique in $BTC terms. At the same time, you have to always respect that, for now, $BTC sets the entire mood of the cryptoasset market on a medium-to-long term time frame. You can escape $BTC's mood-setting for a time, but likely not for long.
Before new-age trolls claim something about me and $ZEC that's untrue, I've been watching, learning & supporting this one since launch in 2016, you can check the X receipts.
Daniel retweeted
there is no defensible reason to continue with token/equity splits like this in 2026
VVV and Capital
Measured by revenue, Venice has become the largest company at the intersection of AI and cryptoeconomics.
Today, we announced Venice’s first round of outside capital, a $65m Series A led by @dragonflyvc, valuing Venice’s equity at $1 billion.
Since we are an atypical company, this thread describes how this equity raise relates to the most valuable asset we have on our balance sheet, our capital token base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf