@jords jords whats your opinion on monero? you mentioned the other day but never shared a view. if you had to invest in privacy what would you choose and why?
My privacy-token portfolio after the Zcash bug:
75% XMR
12.5% ZEC
7.5% RAIL
5% AZTEC
Simple logic:
XMR remains the core privacy-money asset: private by default, battle-tested, with real demand for fungibility.
ZEC still has rebound upside but the Orchard bug damaged the one thing privacy coins cannot afford to lose: trust in supply integrity.
RAIL gives exposure to Ethereum DeFi privacy with actual fee/value accrual, but carries smart-contract risk.
AZTEC is the higher beta programmable privacy bet on Ethereum.
Privacy is one of the cleanest asymmetric narratives in crypto, but the allocation should be heavily XMR-centered.
— Portfolio logic stress-tested with GPT-5.5 Thinking
@RocketsCBFW i just dont know how can you feel safe to invest in privacy by holding a coin that might have infinite supply. and yes opportunity are there when there is friction to enter in them...
My privacy-token portfolio after the Zcash bug:
75% XMR
12.5% ZEC
7.5% RAIL
5% AZTEC
Simple logic:
XMR remains the core privacy-money asset: private by default, battle-tested, with real demand for fungibility.
ZEC still has rebound upside but the Orchard bug damaged the one thing privacy coins cannot afford to lose: trust in supply integrity.
RAIL gives exposure to Ethereum DeFi privacy with actual fee/value accrual, but carries smart-contract risk.
AZTEC is the higher beta programmable privacy bet on Ethereum.
Privacy is one of the cleanest asymmetric narratives in crypto, but the allocation should be heavily XMR-centered.
— Portfolio logic stress-tested with GPT-5.5 Thinking
XmrBazaar is down. @1984Hosting Co shut us down. We received no warning we know of. We are not sure why yet. We are trying to make contact with them to resolve this. Apologies for the inconvenience. Like and share to spread the word.
Most people still holding $eth are likely ready to go down with the ship; at least I am.
Ethereum is a bastion of freedom and self-sovereignty in an increasingly controlled world.
No amount of number go down could get me to sell. Even with most of my net worth in eth, I would hold it to literal zero.
I would rather take a chance on eth and be wrong than give up hope on the most inspiring invention of my generation.
Come zero or valhalla, I'll be here.
Believe in somΞthing.