CryptoGoodStuff

Freedom is the illusion

[CryptoGoodStuff @Cryp_goodstuff]

特朗普极端关税政策背后推手--Stephen Miran

特朗普极端关税政策背后的智囊是谁？认识一下Stephen Miran。目前让大家资产血流成河的关税政策很可能出自他手。

[CryptoGoodStuff @Cryp_goodstuff]

https://t.co/Yyljst7M13

[CryptoGoodStuff @Cryp_goodstuff]

https://t.co/4X9pararal

[区块链行情研究 @qkl2058]

https://t.co/KTgrMCQIX8

[数字游民Jarod @jarodise]

https://t.co/axnI97HPc9

[CryptoGoodStuff @Cryp_goodstuff]

@xiaomucrypto 狗逼 Sam Altman

[CryptoGoodStuff @Cryp_goodstuff]

总结一句话：
Zcash 的隐私功能终于开始被真实用户大规模采用，而且建立在非常硬核的密码学基础上。 现在他们正往“隐私+高性能”的方向冲刺。Delphi Digital 认为，这代表着真正的隐私币采用拐点来了，隐私可能从“小众功能”变成基础设施级别的东西。如果你想看完整报告，他们在帖子里放了链接（需要会员权限）。
简单说就是：Zcash 最近很猛，隐私池增长爆炸，用户真金白银在用。😎主要爆点Zcash 的隐私池（Shielded Pool） 在过去一年里，从占总供应量的 11% 暴增到 30%。这个增长速度比之前整整 8年 的总和还要多！用户们现在主动把 ZEC 转进隐私池，而且转进去后就不太愿意再转出来（“粘性”很强），相当于把这些币从流通中“锁住”了，形成了供应减少的效果。为什么最近两年突然爆发？过去两年有三个关键变化：密码学升级：现在完全不需要信任任何第三方（去除了信任假设）。
移动端钱包终于好用了：用户体验大幅提升。
Near Intents 出现：让用户可以无托管地从其他链跨链转入 ZEC。
最近30天数据：通过 Near Intents 的 ZEC 交易量达到 2.85亿美元，而同期 BTC 才 3.48亿美元（已经非常接近了）。
隐私保护有多强？Zcash 的隐私是信息论级别的（information-theoretically secure）：发送者、接收者、金额全部被加密。
所有隐私交易在数学上看起来完全一样，无法区分。
每笔交易都能零知识证明没有伪造币，但完全不泄露任何细节。
即使未来量子计算机来了，也拿不到有用信息（抗量子）。
技术进展Orchard 升级：彻底消除了原来的“可信设置”（trusted setup），现在是默认的隐私池。
接下来是 Tachyon：改进交易验证和批量处理方式，大幅提升吞吐量，让隐私交易能支撑真正的经济规模。

[Delphi Digital @Delphi_Digital]

Zcash's shielded pool went from 11% to 30% of total supply in a single year.

This is more growth than the previous eight years combined.

Users are actively moving coins into the shielded pool and keeping them there. Shielded ZEC tends to be stickier, acting as a supply sink that removes coins from circulation.

Three things changed in the last two years: the cryptography no longer requires any trust assumptions, mobile wallets actually work, and Near Intents gave users a non-custodial way to rotate into ZEC from any chain.

In the last 30 days alone, ZEC has done $285M in volume on Near Intents versus $348M for BTC.

That adoption is built on real cryptographic guarantees.

The privacy is information-theoretically hidden. Sender, receiver, and amount are all encrypted in a way that makes transactions mathematically indistinguishable from one another.

Every shielded transaction cryptographically proves no coins were counterfeited without revealing any transaction details. There's no information for a quantum computer to extract.

The next phase is scaling. Orchard eliminated the trusted setup entirely and became the default shielded pool.

Tachyon comes next, reworking how transactions are validated and batched to push throughput toward the levels needed for real economic activity.

Now the privacy needs to work at scale.

[CryptoGoodStuff @Cryp_goodstuff]

@BensonTWN 不会是调用的google API吧

[CryptoGoodStuff @Cryp_goodstuff]

@ssslumdunk @byreal_io tvl 1000...

[CryptoGoodStuff @Cryp_goodstuff]

@legodewantara 兄弟荷尔蒙分泌挺好啊

[CryptoGoodStuff @Cryp_goodstuff]

@TaoRay 墙内的精英画像是什么样的啊？高官厚禄么，还是jack ma。这些生态位也不缺人啊

[Benson Sun @BensonTWN]

Haseeb 列出了他心目中 Top3 的 Crypto VC

第三名：Dan Robinson（Paradigm）
不只是投資人，更是 Uniswap V3 的共同作者、Flashbots 的早期貢獻者。很多項目選擇 Paradigm 的原因就是想跟 Dan 合作。

第二名：Chris Dixon（a16z）
Crypto VC 的開山祖師。2013 年就領投 Coinbase B 輪，後來又在眾人看衰時押注 Uniswap A 輪。他幾乎定義了我們今天談論 Crypto 的語言。

第一名：Kyle Samani（Multicoin）
真正的逆向投資者。Solana 種子輪的傳奇投資，加上 FTX 崩盤後依然死抱不放的信念，讓他成為史上最強 Crypto VC。

Haseeb 自評大概 Top 10，可能有 Top 5，但還沒超越這三位。

很喜歡他的結尾：
Dan Robinson saw it clearly.
Chris Dixon saw it first.
Kyle Samani saw it through.

[CryptoGoodStuff @Cryp_goodstuff]

@BensonTWN @coinkarma_ 扩容么？想赛钱进去

[CryptoGoodStuff @Cryp_goodstuff]

@donamarahp @NEARProtocol lol hahhaa

[CryptoGoodStuff @Cryp_goodstuff]

@tuixueche aave比jup还好一点，aave起码大部分资金还是回购支持了holder

[CryptoGoodStuff @Cryp_goodstuff]

@traderxiaoxia 包亏的 别删帖 两年后来看

[CryptoGoodStuff @Cryp_goodstuff]

@feibo03 @AirdropAlchemis 哈哈哈

[CryptoGoodStuff @Cryp_goodstuff]

@_FORAB 按照一个估值算法，在相对底部回购拖底比较好，自己有多少砸盘心里没点b数么，回购价格不起来怪社区？

[CryptoGoodStuff @Cryp_goodstuff]

@narkmeta you are chief bragging officer

[CryptoGoodStuff @Cryp_goodstuff]

Work is currently underway on an ecosystem sustainability framework—potentially including mechanisms for directing NEAR Intents fees into a community-governed treasury—that is designed to support long-term economic sustainability and strengthen incentive alignment across the ecosystem.

This holistic model of growing ecosystem revenues, strengthening economic sustainability mechanisms, and ensuring sustainable emissions keeps the utility of the $NEAR token at the center of the protocol’s next era of growth and provides the pathway for NEAR to become a foundational protocol in the global economy.

[CryptoGoodStuff @Cryp_goodstuff]

@NEARProtocol NEAR intents is an amazing product, already getting attraction. Just wondering any value capturing feature coming to near token.