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Rotated some BTC to ZEC. ZEC is now my biggest bag.
My STRC/BTC thesis partially invalidated due to Saylor mismanaging it in my eyes
Just as HYPE is capturing inflows from overvalued L1 tokens like ETH/SOL, ZEC likely sees inflows from BTC as a quantum/privacy/Saylor hedge.
Pleased to share that EF Treasury has executed another programmatic liquidity rebalancing. We unstaked 21,271 ETH to support ops, grants, and ecosystem runway. This remains fully aligned with our 10-year horizon and was executed at levels that optimize for long-term stability.
Google engineer used internal search data to place $2.75M in Polymarket bets.
$1.2M profit before they got caught.
Second federal case like this in two months.
Mert and Toly pushing to cut $SOL inflation.
Toly wants to double the disinflation rate with new SIMDs.
Network actually fixing its model while everything else just talks.