futurez retweeted
Threadguy exposes the truth about guys making Zcash price predictions while holding zero coins.
"Seemingly everybody is on the timeline making vague tweets about hiding in Zach longs. I go back and forth on this and even use it to my advantage, finagling the narrative to fit my bias when the pain trade is up."
"But my real takeaway is that crypto Twitter is just not signal anymore. Li Jun Wang got some coins. MK4 got some coins. But these guys tweeting targets? They do not have coins, bro. I've completely given up on CT as a positioning metric."
futurez retweeted
Well
Initially planned to buy back a smaller position. But there's only so much $ you can put on the SP500/gold for your retirement before it becomes marginally irrelevant
How do you allocate when you already have everything?
You just push forward with your best idea.
And my best idea is still $ZEC. By a wide margin. Honestly, I struggle to comprehend how the whole market is not reaching the same conclusion yet. And this is where the alpha lies i guess
People have been conditioned for a decade to believe that "you don't compete with Bitcoin". You leave Bitcoin alone, as a special snowflake, and you build other "blockchain" things aside (Defi, L1s, NFTs, launchpads, RWAs, Perps...). And rightfully so. Everyone who tried by the past got burnt hard. You only need 1 digital SoV. One chair if you will
What if this time is different? The leap of faith going from analog SoVs like Gold to Bitcoin was a phenomenal tour de force. What would it take to leap from $BTC to $ZEC? Lindy wise, what is a 7 year difference in the grand scheme of things? Is ossification still a moat in the age of AI and quantum? Isn't privacy worth a shot in a world of govs overreach?
Do you think you'll have many more chances at buying the next Bitcoin in the future? And if you discount everything I said by 90%, isn't 10% of Bitcoin's value a target worth betting on?
It's time to dream again
(chart attached for tactical management)
LGW
