MrBlockMarketCap

Spotting future giants 🧠 Threads that hit. No noise, just vision. 📈 Following money, not fame. #CryptoAlpha

[MrBlockMarketCap @BlockMarketCap]

Stay away from the $FIO token.
This manipulated token was recently added and is under Binance's supervision. It will be removed within the next 4 weeks.
$FIO = Market Manipulation
#FIO #MANIPULATION #BINANCE

@joinFIO

[MrBlockMarketCap @BlockMarketCap]

@jordanw24 @RjeyTech Keep saying whatever you want. Summary: you don't have the iPhone Duo. Your opinion is invalid. 🤡🤡

[MrBlockMarketCap @BlockMarketCap]

@jordanw24 @RjeyTech You're not an Apple fan. You're naive. Besides, you don't have an iPhone Duo to speak with authority or knowledge. I do, that's why I'm telling you the truth.

[MrBlockMarketCap @BlockMarketCap]

@LocalHaoles @leeovery @jbrooksuk I say and feel the same.

[MrBlockMarketCap @BlockMarketCap]

@leeovery @jbrooksuk I agree and think the same, since I have the iPhone Duo and I'm very happy with it.

[MrBlockMarketCap @BlockMarketCap]

@alpennec

[MrBlockMarketCap @BlockMarketCap]

@TrueGemHunter

[MrBlockMarketCap @BlockMarketCap]

@randhindi You're the Cristiano Ronaldo of cryptography. Whenever you speak or appear, it's known that something important is about to happen.

[MrBlockMarketCap @BlockMarketCap]

@CryptoGodJohn solana:HgTGdc29D5bDMrDvsCLnorxz899VyDj7ZN7FPa6vpump

Don't keep it a secret. It's $Veil.

[MrBlockMarketCap @BlockMarketCap]

@randhindi @rstormsf You are a visionary

[MrBlockMarketCap @BlockMarketCap]

@priors_trade @pendle_fi Congratulations🌴

[MrBlockMarketCap @BlockMarketCap]

@raycashxyz Congratulations, amazing data! I'm one of them! @raycashxyz

[MrBlockMarketCap @BlockMarketCap]

@sherwoodagent The launch is coming soon!!!! Or is it just me? robinhood:0xf8bc08092c06db6148114dcf82af881f1085f92b

[MrBlockMarketCap @BlockMarketCap]

@cryptorover

[MrBlockMarketCap @BlockMarketCap]

@alpha_pls

[MrBlockMarketCap @BlockMarketCap]

@AltcoinSherpa

[MrBlockMarketCap @BlockMarketCap]

@JesusMartinez In my opinion, you're just another sheep, following a short-sighted herd. That's not how it works.
🐑🐑🐑🐑🐑🐑🐑🐑🐑🐑

[MrBlockMarketCap @BlockMarketCap]

@hmalviya9 @hmalviya9

[MrBlockMarketCap @BlockMarketCap]

This sounds confident until you separate the technologies you just lumped together.

“Zama is just Aleo with better dress” is simply wrong.

Aleo is an L1 built around zero-knowledge execution: private computation happens off-chain and a proof of correct execution is verified on Aleo.

Zama is a confidentiality layer designed to sit on existing chains. It uses FHE so contracts can compute on encrypted shared state without exposing the underlying data.

ZK: prove a computation was correct without revealing the inputs.

FHE: compute directly on encrypted inputs/state.

Different architecture. Different trust/computation model. Different product. Different market.

And merchant adoption of Zcash has almost nothing to do with Zama.

ZEC is trying to be private money.

ZAMA does not need people buying coffee with ZAMA.

Zama’s thesis is that the money and assets people already use — USDC, USDT, BTC wrappers, RWAs, DeFi positions, payroll, OTC trades, treasury assets — need confidentiality when moved onto public blockchains.

Ironically, your “stablecoins will win” argument strengthens that thesis.

If trillions eventually move through stablecoins and tokenized assets on public ledgers, institutions are not going to happily broadcast balances, salaries, counterparties, order sizes, treasury movements and trading strategies to the world.

That is precisely the problem confidentiality infrastructure is trying to solve.

“ETH lost the plot on privacy” is also outdated.

Ethereum’s current privacy roadmap explicitly discusses FHE and cryptographic coprocessors for applications requiring shared hidden state: private AMMs, confidential lending and sealed-bid markets.

That is almost a description of the design space Zama has been building for.

And “they’re onboarding gamblers, nothing else” is demonstrably false.

Zama has already moved beyond a testnet narrative:

• confidential USDC/USDT on Ethereum
• 16 confidential Morpho vaults across multiple assets and institutional curators
• >$90M shielded TVL reported by September
• confidential payroll on Ethereum mainnet
• a confidential OTC trade with GSR
• confidential RWA infrastructure through T-REX

You can absolutely make a serious bearish case against Zama.

Question FHE performance.

Question decentralization assumptions.

Question KMS/coprocessor architecture.

Question token value capture.

Question whether institutional demand becomes large enough.

Question whether Ethereum eventually absorbs part of this functionality natively.

Those are real arguments.

But “Aleo with better clothes + Zcash merchant adoption is slow + crypto is a casino” is not a technical critique of Zama.

It’s three unrelated narratives stitched together.

And the funniest part is that your strongest prediction — stablecoins becoming the dominant onchain money — creates MORE need for confidential computation, not less.

[Raycash @raycashxyz]

They don't just know how your money moves.

They know you.

Give them less to see with Raycash.

Powered by @zama

[MrBlockMarketCap @BlockMarketCap]

Making stablecoins my everyday spend with @raycashxyz. Join me: https://t.co/A9gkMZiiIH