I will be looking to reallocate to zcash:native
I had no choice but to sell during exploit mania as I didn’t have enough information to gamble that large of a position on a possible $LUNA situation
The more time passes, the more I view this exploit patch as sign of robustness rather than weakness (and the market seems to agree so far)
bitcoin:native needs to show some strength before I fully allocate however until then all dips are for adding
$ZEC is one of the few coins with $500bn+ potential, and I have been very pleased with how everything has been handled so far
Zillions
*dear mythos,
indications are very strong that you shall move in a few days, perhaps to-morrow. lest i should not be able to write you again before your arrival, i feel impelled to write a few lines.
our defi may be one of a short duration and full of horrors and it may be one of severe conflict and pain to me. not my will, but thine, o god be done. if it is necessary that i should fall on a hack for any protocol i am within, i am ready. i have no misgivings about, or lack of confidence in, the cause in which i am engaged, and my courage does not halt or falter. and yet if you may find in your heart the composure to spare the righteous amongst us, i pray for the inclusion.
please don't break:
btc
eth
arbitrum
hyperliquid
lighter
aave
sky
morpho
tysm,
jez*
Our statement on the UK government’s demand that all content on all devices sold or used in the country be scanned, on the presumption of nudity, using a dystopian combination of age verification and content scanning. This proposal will not safeguard children. It endangers us all.
https://t.co/VdWe9uhi8p
the thing i’m wrestling with: i don’t know how much longer i should devote the majority of my attention to crypto.
here’s the pull in one direction. crypto has spent the last few years getting lapped. ai stocks, the supply chain around them, quantum, space, robotics, even prediction markets and retail just trading on robinhood. all of it has pulled in the speculation money that used to come here, and a lot of it has put up better returns with less insanity than 99% of coins. if you bought almost any “real” crypto project in 2025 you’re probably down or round tripped.
so the rational move looks like: spend time/attention where the money’s going.
here’s what pulls me back, and it’s the part i don’t see people say out loud. i’ve spent eight plus years here. every day, charts, metas, lurking ct, watching how narratives run and break and run again. i’m not the best at this and i get plenty wrong. but i’m not starting from zero either.
if i switch to ai or quantum or space stocks, i give all of that up. i’d be starting empty. no feel, no pattern library, no edge. and the names i’d be chasing have already run 5 to 10x. which, if you read my last post, is the exact mistake i just made on zec. buying after the ground floor’s built, walking in on the third or fourth floor and calling it an entry. i’d be doing the same thing, except blind this time, in an industry where i can’t tell a good foundation from a bad one yet.
so that’s the actual rub. it’s not “which asset class is better.” it’s: do i stay in the arena i know is past its “easy” days but where i feel like i have some edge, or walk into hotter arenas where i have none and everything good already ran?
and to be clear, i’m not in crypto because i have to. i have money parked in stocks. i stay involved in crypto because i like the puzzle. the competition. the people. the fact that after eight years this is the one arena where i walk in feeling like i actually know the room. that’s not nothing, and it’s most of why i’m still here.
but being comfortable in crypto today doesn’t mean im doing what could be best for my family’s future. every extra dollar i make equals more freedom down the road for my kids.
i don’t have the clean answer. i flip flop on this weekly.
if you’ve been here long enough to feel the same thing, you already know how uncomfortable it is.
*this is a classic “bottom” post*
Crypto gets bigger
Tokenisation gets more creative
Speculation become even more accessable
AI capital will rotate to blockchain
We are close to a bottom
We are far away from a top
Time to build the future of finance while they grave dance on our "dead industry"
They may have knowledge and evidence, but we have something far stronger...
Mental illness
GLHF
@yymacun Trading is the value I’m betting on
More specifically the chain will allow for more trading tooling to be available 24/7 for a wide range of assets with deep liquidity
I think people forget that hyperliquid:native isn't a product, its a chain.
As the ecosystem gets built out, it dramatically improves the potential upside.
The house of all finance.