naly ✓
@defi_naly · joined 27 Jul 2021
independent research on money, technology and the future • finding asymmetric opportunities before they become consensus • prev @balancer
14 103Followers
598Following
7 715Posts total
1.2MViews on collected posts
Son gönderiler
Yeni gönderiler aranıyor…
enjoyed this. very prevalent with AI enabling the creation of anything.
be conscious of subtracting from scope rather than adding. jack of all prompts, master of none.
https://t.co/aeqlnSQEnd
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near(dot)com has the perfect stack to actually garner public adoption via payments
> outside users make account with passkey, solves biggest bottleneck for adoption
> receive payments via simple cashtag or qr code, no need to deal with complicated public address
> split bills,
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scalability at a function of integration is near's superpower
you don't need to incentivise applications to build on you, you just integrate the best ones and unlock instantaneous liquidity and access for your userbase.
trillions.
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A Near Investment Thesis https://t.co/hdgsuDdisg
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@ika_xbt Do it! DMs open for feedback what we should add / improve
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@defi_naly @Zcash Why is this still at 600 views
Nice thread here
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27/ Want to go deeper on Zcash?
Follow the people driving it forward:
@zooko
@jswihart
@shieldedmark
@ShieldedLabs
@ThorTorrens
@ssaintleger
@mert
@KeenanRIVALS
@in4crypto
@juanaxyz00
@paulbrigner
@ZcashFoundation
@ElectricCoinCo
@zashi_app
@CryptoWizardd
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26/ That’s a wrap.
Now you know what Zcash is, and why it might be the most important asset in crypto that everyone’s suddenly talking about.
I’ll be dropping a full research piece on my Substack soon.
https://t.co/X8ouOFsQ8P https://t.co/73jDdx2GTT
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25/ ZEC isn’t just an asset. It’s a signal. A signal that cypherpunk philosophy still matters.
That you’re not just speculating; you’re opting out.
$ZEC is crypto’s quiet refusal to accept surveillance as the norm.
https://t.co/KJBnAjPiee
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24/ Competitors?
• Monero: broken heuristics, no institutional path
• Tornado: sanctioned, opt-in, mixer-based
• Privacy Pools: selective disclosure = chilling effects
• L2s: metadata leaks at L1 bridge
ZEC: Encrypted by design. Empowered by Lore.
https://t.co/ehHxfJlvYm
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23/ SECTION 4 — The Future
The roadmap is real:
• Crosslink = staking + faster PoS finality
• Tachyon = zk scaling breakthrough
• Shielded staking + DEX = yield + privacy
Zcash isn’t done. It has die-hard devs working night and day on it.
https://t.co/nMuT5GZ5hx
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22/ Asymmetric math:
1% exposure to ZEC = hedge against surveillance
If it fails? You lose a rounding error.
If it works? It could outperform your whole portfolio.
https://t.co/boVS560OPL
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21/ Yes, $50K ZEC is a BOLD (moonboi) projection.
But in a world edging closer to full surveillance…
Holding a small slice of an SOV asset with Bitcoin-like tokenomics and encryption?
That’s not just moonboy talk. That’s asymmetric defense.
A bet on freedom, not just upside. h
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20/ Okay, so what’s with the $50K $ZEC talk?
If privacy coins capture just 5% of Bitcoin’s TAM in a few years, and 1 BTC = $1M…
Then 1 ZEC = $50K becomes a plausible ceiling.
Not a prediction. A framework. For asymmetric bets on freedom tech. https://t.co/R1iF2HfyIA
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19/ Most miss this:
Zcash has alignment without centralization - ironically rare in crypto.
• ECC, ZF, Shielded Labs
• US + Swiss-based orgs
• No bans, no sanctions
• Snowden backed the launch
That’s real resilience, technical and social.
https://t.co/apU8iTICF2
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18/ Despite improving fundamentals (and a recent rally)…
• ZEC is still 50% down from its last cycle high
• Market cap peaked at $3.5B
• Currently around $2.4B
• All while shielded usage 4x’d over the past year https://t.co/zpKhypuEa6
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17/ BTC couldn’t hold $1,000 until its second halving.
$ZEC just crossed its second halving, the point where BTC’s price discovery began.
Inflation dropped from 12.5% → 4.2% in Nov 2024.
Next halving brings it to ~2%, then sub-1%. https://t.co/pQUWZhr3Fv
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16/ SECTION 3 — Tokenomics
$ZEC copies Bitcoin’s issuance curve.
• 21M supply cap
• Halving every ~4 years
• Front-loaded emissions
• No ICO, no premine, no VC grab
But unlike BTC, ZEC is 2 halvings behind. https://t.co/SmeB7pM2TT
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15/ Zcash privacy also strengthens with use.
The shielded pool is like a crowd: the more people in it, the harder it is to pick anyone out.
Today, over 23% of all ZEC is in the shielded pool, and that number is rapidly climbing. https://t.co/y6vCGOXbHu
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14/ Zcash is also evolving fast:
• @zashi_app — shielded UX, Ledger support
• NEAR Intents — chain-agnostic swaps + off-ramps
Meaning that ZEC is both shielded and swappable within a simple UX.
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13/ Most privacy in crypto leaks.
Mixers leak entry/exit data.
Rollups leak timing metadata.
Even Monero, despite its design, has faced heuristic attacks (e.g. chain‑reaction, newest input) in past periods.
Zcash’s shielded pool, by contrast, is unlinkable by default.
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12/ SECTION 2 — Product & Use Case
Zcash brings two core features to crypto:
1️⃣ Shielded Transactions: via zk‑SNARKs — when used, sender, receiver, amount, and memo are hidden.
2️⃣ Fungibility (within the shielded pool): every ZEC is indistinguishable from another, with no
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11/ Bitcoin had the Genesis Block. Zcash had The Ceremony.
One mined history. The other encrypted it.
If you believe that privacy is a collective right, Zcash is where it begins.
https://t.co/xnhRi8HqKu
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10/ The Radiolab episode covering the event reads like a sci-fi novel:
• Paper maps, no GPS
• Hardware burned in bonfires
• Random hotels, stripped of TVs
• Laptops slept with under pillows
• Phone batteries removed mid-convo
Paranoia? No.
OpSec for new money.
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9/ One participant used the codename John Dobbertin.
Years later, he came forward: @Snowden
The NSA whistleblower joined the Zcash ceremony not for profit, but for the public good. Encrypted money was the next frontier of freedom. https://t.co/cGvryt7t7P
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8/ Six people. Six cities. One mission: launch private money.
• Air-gapped machines
• Self-destructed drives
• Code typed under cardboard
• A wizard hat (yes, really)
If even one destroyed their shard, the key was safe.
It worked. https://t.co/p3TFcJBE6P
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7/ To launch the world’s first encrypted money, Zcash needed a key ceremony.
But if a single person had access to the full key? They could forge coins forever. Privacy would be dead. So they did something no one else had tried…
They split the key into shards. https://t.co/nkNQS
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6/ Zcash gives you:
✅ Native shielded transactions
✅ No metadata leaks when shielded
✅ No history = true fungibility
✅ No off-chain trust assumptions
✅ Legal, listed, and battle-tested
But this isn’t just about features.
Zcash has lore.
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5/ Why does this matter?
Because on-chain transparency + AI = perfect surveillance.
Wallets, transfers, links. Tracked in real time. By governments, exchanges, hedge funds, and LLMs.
Privacy isn’t optional anymore. It’s autonomy or control.
https://t.co/67DwmMH8Lx
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4/ It’s not a mixer. Not a bridge. Not a privacy add-on.
Zcash is the only base-layer ledger with end-to-end encryption.
Use shielded addresses, and your balances + transfers become invisible. https://t.co/ncek3YNfUH
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Aynı büyüklükteki hesaplara karşı
Son 90 güne ait 5 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.
Medyan görüntülenme1 495bu hesap92410K–100K için medyan
Erişim, %10.60%bu hesap3.62%10K–100K için medyan
Etkileşim, %0.79%bu hesap1.52%10K–100K için medyan
| Ölçüt | Bu hesap | 10K–100K için medyan | Oran |
|---|---|---|---|
| Gönderi başına medyan görüntülenme | 1 495 | 924 | 1.62× |
| Erişim (görüntülenme ÷ takipçi) | 10.60% | 3.62% | 2.93× |
| Etkileşim oranı | 0.79% | 1.52% | 0.52× |
Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
4.3K3 Oct
4.3K
5.3K
3.5K
5K
4.7K
3.2K
3.3K
687
11.2K20 Sep
38.7K22 Sep
1.5K
847
410
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
1.43%3 Oct
0.88%
0.82%
1.03%
0.71%
0.70%
1.01%
1.69%
0.87%
0.69%20 Sep
0.79%22 Sep
1.61%
2.36%
0.24%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes76.1%1 253 in total
Reposts8.7%144 in total
Replies3.6%59 in total
Quotes1.4%23 in total
Bookmarks10.2%168 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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