Daniel

Managing Partner @halo__xyz | opinions are my own, not an offer for investment advisory services

[Eddy Lazzarin ☀️ @eddylazzarin]

Incredible transparency and honesty from Zcash devs. I'm glad they found this issue and moved fast to help the network get secured.

There isn't a better way to handle these issues.

[Sherpa @0xSherpaXYZ]

Good luck finding better pricing on the Knicks vs Spurs tonight.

Negative VIG of 1.72%

@thetailgateapp is the only app in sports that will actively give you arbitrage opps that can be executable within a single account.

Going to be rolling this out to select users starting today.

Comment your Tailgate username below if you want to be considered early access.

[Sherpa @0xSherpaXYZ]

May was another record month for @thetailgateapp in terms of users and volume.

5 straight months of up only.

NFL season is gonna be a movie.

[The Anino Group @the_anino_group]

In the past year, Zcash has seen the following:

-Ran from sub-$50 per $ZEC to over $500, with a peak near $700–$750

-Outpaced Bitcoin across multiple stretches and earned the title “Encrypted Bitcoin”

-Climbed from outside the top 100 in market cap to the top 20 range

-Shielded pool grew from ~1.8M to just over 5M $ZEC, nearly 3X growth

-Delivered major usability upgrades through @jswihart and team, including work on Zodl wallet and NEAR Intents integration for shielded swaps

-Zodl raised $25M+ from Paradigm, a16z, Winklevoss Capital, Coinbase Ventures and others to keep improving Zcash usability

-Grayscale filed to convert its Zcash Trust into the first-ever U.S. spot privacy-coin ETF

-Attracted major institutional buying from Maelstrom Fund, Cypherpunk Technologies, Multicoin Capital and others, with Cypherpunk planning to acquire 5% of all $ZEC

-Foundry Digital launched an institutional-grade Zcash mining pool in April 2026

-SEC closed its two-year investigation into the Zcash Foundation with zero enforcement action

-Multiple teams are actively building and running testnets to improve Zcash’s usability, long-term viability, security, scalability and value proposition: Tachyon, Crosslink, NSM, ZSAs and more

-Tachyon is being lead by the very same @ebfull who was key to the Halo 2 Zcash upgrade. Some of the worlds best cryptographers are working on this project alone.

-Shielded Labs raised over $2M from the Winklevoss twins and Vitalik Buterin to continue work on Crosslink, NSM and Dynamic Fees. This is the same team consisting of the very same @zooko who is why Zcash exists.

-Governance participation, voting interest and demand for better voting infrastructure have all grown meaningfully

-Development activity across Zodl, Shielded Labs, Zcash Foundation, Tachyon and other independent teams has reached all time highs, with new wallets, block explorers, marketplaces and integrations being built

--

You don't do all of this within a year only to see Zcash disappear.

Zcash is winning.

Zcash is here to stay.

ZODL

[Blockworks @Blockworks]

Introducing the Transparency Alliance.

An industry-led alliance establishing the Token Transparency Framework as the standard for token market disclosures.

[Will McEvoy @will__mcevoy]

New Zcash ad just dropped

[Alex Jupiter @AlexJupiter23]

I just swapped bitcoin:native for zcash:native on the @THORSwap dapp using @NEARProtocol with my @Trezor. Damn. Very smooth all around.

[ika @ika_xbt]

"zcash already pumped so much, i'm late"

we're just starting ser

[Sherpa @0xSherpaXYZ]

Fun fact is that @thetailgateapp has more users and does more volume than all of these combined.

Just building for people in the real world not on CT

[Barry Silbert @BarrySilbert]

zcash:native

[Beth T @bethTmufc]

Kdb got 20 assists with prime City & Aguero

Henry got it with prime Arsenal

How has Bruno done it with all these missed chances & with Amorim playing him cdm half the season 🤣

[Taiki Maeda @TaikiMaeda2]

My entire bloodline chanting my name as I continue to buy an irresponsible amount of $ZEC

[Daniel @dhoward]

@Defi_Warhol @ether_fi Missing @usemotocard

[Sherpa @0xSherpaXYZ]

Interesting it appears Polymarket is experimenting with fractional ticks for MLB totals markets.

fractional cent ticks would be magical

[Beff (e/acc) @beffjezos]

SF bro: "hey man, got any available GPUs?"
NYC broz:

[Domer❤️‍🔥 @Domahhhh]

@roundrobin42 Want to offer a robust reply to this, but just in case I die in the next day or so, I did want to quickly point out that this article sucks and you're an idiot.

[Daniel @dhoward]

@zawy3 100%

[Daniel @dhoward]

@ZeMariaMacedo Use @usemotocard

[Daniel @dhoward]

@socialgraphvc @TradeOnsight @onit_fun @ratio_dot_you @sharexyz Crazy you missed some of the best ones @thetailgateapp @curiouscamilo @PredictParity

[Roberto Riccio @rriccio]

To anyone concerned about the 'VCs stopped investing in crypto' narrative, here's a list of investors actively deploying:

- @1confirmation
- @1kxnetwork
- @6thManVentures
- @BHDigitalAssets
- @CMT_Digital
- @cbventures
- @hiFramework
- @halo__xyz
- @HivemindCap
- @lattice_fund
- @Maven11Capital
- @metalayervc
- @multicoin
- @NorthIslandVC
- @preludexyz
- @hi_Reverie
- @standardcrypto
- @WhiteStarCap

We know this from first-hand experience – they've backed @alliance startups over the past few months.

If you're raising, you should talk to them.

(This list is top of mind and not comprehensive. I'm definitely missing many names. But I'll try to keep it up to date.)