BIZAR

Ape with a Bloomberg. Spotting the absurd in markets, macro, crypto. Anti-tribal. No advice, just a bizarre viewpoint.

[BIZAR @BizarCoin]

https://t.co/mC6Xq5yj7I

[BIZAR @BizarCoin]

@EricBalchunas Nice work @benjamincowen
Right up my alley.

[BIZAR @BizarCoin]

@saif_aldareei Man, if they could only introduce a proper AI assisted dictation that automatically recognizes language and formats text correctly, that would be marvelous!

[BIZAR @BizarCoin]

@RaminNasibov Shantaram

[BIZAR @BizarCoin]

https://t.co/OpU0rfDthP has been updated with the latest skill version, reflecting Opus 4.8 capabilities and respective activation. Now includes an effort recommendation, so that you correctly choose the model's required effort level. YT, Bizar

[BIZAR @BizarCoin]

https://t.co/mC6Xq5yj7I

[BIZAR @BizarCoin]

@signulll Coffee is simply something you haven’t grasped yet. It’s culturally embedded in societies. Go to Italy and observe what happens in espresso bars. Go to Turkey and try a Turkish Coffee. You’ll rethink your statement 😎

[BIZAR @BizarCoin]

@mvanhorn @elonmusk @nikitabier @github @slashlast30days Credit where credit is due.

[BIZAR @BizarCoin]

@coinbureau For obvious reasons, duh!

[BIZAR @BizarCoin]

@CryptoHayes You are a proper shady individual, Arthur. Talked up your book (“holy trinity”) and led your retail followers into becoming exit liquidity for you. Ruthless.

[BIZAR @BizarCoin]

@signulll East block roots, 90s rap, GFC frontrow -> bizarre viewpoint

[BIZAR @BizarCoin]

@Tradermayne Sadly true. It’s bizarre that this happened in plain sight and that mainstream financial media still features him so prominently.

[BIZAR @BizarCoin]

@udiWertheimer @saylor You’re really ruthless 😎

[BIZAR @BizarCoin]

@nobrainflip Kudos. So far you’re bang on.

[BIZAR @BizarCoin]

Worth the read.

[Udi Wertheimer @udiWertheimer]

i don’t like the attempt from some insiders to paint the zcash bug disclosure as “heroic”

it’s not heroic. it’s a systemic problem

yes they paid a smart researcher to find bugs and he did. that’s great

but the issue isn’t that the bug existed

the issue is that zcash, unlike almost any other cryptocurrency, enables a unique class of bugs, where if they’re exploited no one would know

this unique class still exists. the fact that they fixed this specific bug is immaterial. mythos could find 8 others. and then mythos 2

bugs can exist in all cryptocurrencies. they can exist in btc or eth or sol. but if someone exploits them we will IMMEDIATELY KNOW and limit the damage

with zcash, when someone secretly finds a bug and exploits it, WE WILL NOT KNOW

imagine if the kelpdao hack was exploited but it somehow magically wasn’t visible onchain. the attacker stole 300m but no one would know. and aave and other apps would assume everything is fine not knowing that they secretly have a hole in the balance sheet. how much wider would the damage have spread by the time we found out?

this is the real issue. not a specific bug. the systemic vulnerability: if a hack happens, we won’t know until much later

and a lot of zcashers have been trying to downplay the severity of this fundamental issue for years (including yesterday when this was first disclosed but played down)

regardless of this specific bug, i don’t think zcash is a safe place to store meaningful wealth long-term, until the design fundamentally changes

i wish zcashers were more open about that. that would’ve been heroic

[BIZAR @BizarCoin]

Today’s a good day to put in stink bids in crypto… that’s if you believe any of it will survive this.
Cash trading in Grayscale’s ZCash trust will be telling. there is a meaningful chance we see double digit zcash prints and a 5 handle on BTC later.
Proper Black Friday in full swing.

[BIZAR @BizarCoin]

@leadlagreport They being the voices in your head, Michael?

[BIZAR @BizarCoin]

@itsolelehmann Traveling lite, Ole, huh? 😂

[BIZAR @BizarCoin]

@ourelion @CryptoHayes I took my profits. ⬇️
Probably even before AH sold. I did so specifically because he was pumping HYPE, which Arthur loves doing with coins he wants to offload. To me that’s really poor ethics. That is my point.

[BIZAR @BizarCoin]

@CryptoHayes @grok what was Arthur’s take in NEAR and HYPE until today? How did he communicate vis-a-vis his followers and what do make of the business ethics of his 180 move?

[BIZAR @BizarCoin]

@CryptJynx They do. They also have other problems. Hist vol being one of them. P/L vol being another. Helios needs to be spun out.

[BIZAR @BizarCoin]

@itsolelehmann How about medvi’s revenue trajectory and revenue per employee trajectory?