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building, crypto/ai

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@0xstanczyk guitar

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@orcapodfun ASYMMETRY

$CARG10

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@ddivixx $CARG10

[heat @heat]

mask ama summary ep. 2:

just finished today’s $mask ama with quai network and dashpay and i think the market is still looking at nullmask way too narrowly.

people keep reducing it to “privacy pool.”

that’s not really what the roadmap sounds like anymore.

the product already has real traction.

$12m deposited into the shielded pool.

60k+ users.

~$1m distributed in zec rewards.

~600 txs per day.

and the team said the launch feedback has been strong while the aml screening system has been performing well.

but the more interesting part is where they’re trying to take this.

solana.

more evm expansion.

private perps.

larger shielded pools.

private ens combined with utxos.

better withdrawal privacy.

and one thing that caught my attention a lot:

they’re building a new solana feature/product that they didn’t want to reveal yet, but described as something that basically doesn’t exist today.

if they actually deliver something genuinely new there, that could be a pretty revolutionary unlock for privacy on solana.

and that’s exactly why i think the scope here is becoming much bigger than “shield funds and withdraw later.”

the real thesis is starting to look more like private financial infrastructure.

crypto still has a massive design flaw that everyone somehow accepted as normal.

your wallet is basically a public bank account.

anyone can see what you hold.

what you receive.

what you spend.

where you send it.

how much you’re worth.

that’s insane when you actually think about it.

you wouldn’t walk into a coffee shop and hand the barista your full bank statement before paying.

but onchain we basically do the equivalent every day.

what i liked about today’s discussion is that they’re clearly not positioning privacy around “how do we hide shady activity.”

they’re positioning it around normal financial privacy while keeping compliance in mind.

and i think that distinction is huge.

privacy tech became toxic for a lot of builders after tornado cash.

not because the demand disappeared.

because the regulatory risk became impossible to ignore.

if nullmask can make privacy compliant enough for wallets, stablecoins, exchanges, businesses and apps to actually integrate it, then privacy stops being a niche destination.

it becomes a feature.

eventually maybe an expectation.

the ai angle also gets more interesting the deeper you think about it.

we’re moving toward a world where autonomous agents will hold funds, make payments, rebalance portfolios and interact with protocols.

do we really want every agent to operate with a wallet where the entire financial history is visible to anyone?

private agent wallets.

private stablecoins.

private payroll.

private treasury management.

private payments.

that market could end up being much bigger than “privacy coins.”

and that’s why i think $mask is starting to sit at the intersection of multiple narratives instead of just one.

privacy.

ai agents.

digital cash.

stablecoins.

enterprise.

zec.

solana.

evm.

perps.

and potentially a completely new privacy primitive on solana that we still don’t even know the details of yet.

the interesting part is that these don’t feel randomly glued together either.

they all point toward the same endgame.

make onchain finance private by default.

not hidden.

not unusable.

not regulatory suicide.

just private.

$mask isn’t trying to build somewhere you temporarily hide funds.

it’s trying to build the privacy layer underneath how people actually use crypto.

if they execute on that, the upside is way bigger than the current “privacy token” framing.

today’s ama made that thesis even clearer to me.

solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7

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@BitmanTW CARG10 SZN!!

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@CARG10X Scam account.

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@whoareyouu99 Congrats on the entry I am jealous

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@orcapodfun Orca holders SLEEEEEEPIN on this gem

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@0xstanczyk I mean yea was probably going to change your life but ok

[POD @orcapodfun]

the $CARG10 is live on solana:F4K2SbLNgyz9gzNqT8bPeLpRkxy4oMA9twaffUDdZtB6 🔟

The Cargo flywheel: every hour, 70% of its trading fees buys 10 tokenized stocks.

50% → wallets with 100K+ solana:F4K2SbLNgyz9gzNqT8bPeLpRkxy4oMA9twaffUDdZtB6
20% → wallets with 100K+ $CARG10
30% → platform

Hold both, get both.

CA: 5UUdjHNuDk1vGWwPwDgnskqZPDVnow9qAQ9JA3K8WbP7

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Check this out @bigwarzeth @heat @Aurelius0121

[POD @orcapodfun]

the $CARG10 is live on solana:F4K2SbLNgyz9gzNqT8bPeLpRkxy4oMA9twaffUDdZtB6 🔟

The Cargo flywheel: every hour, 70% of its trading fees buys 10 tokenized stocks.

50% → wallets with 100K+ solana:F4K2SbLNgyz9gzNqT8bPeLpRkxy4oMA9twaffUDdZtB6
20% → wallets with 100K+ $CARG10
30% → platform

Hold both, get both.

CA: 5UUdjHNuDk1vGWwPwDgnskqZPDVnow9qAQ9JA3K8WbP7

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@gajria I rlly bid at 30m then this happens 😐. But we going to 1b so it’s ok.

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@Monaco2027 Need to buy this but can’t till it opens again 🤣🤣🤣🤣

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@jordancandelas @Dame_Lillard lol not even close. Such a bad take it almost ruined my day

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@Mike_Ess_ solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7

[Tiko @tikoxbt]

If I was looking for a solana:HuAXPyDWDaMYFKuwQHpqL1oPnj93zdzWmtvFGzCeCUa7 entry, I’d be paying attention here

The more I looked into the numbers, the less this valuation made sense to me

If it’s been on your watchlist, give this a read 👇

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@heat Binance and Base this week 😁

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@tikoxbt @heat @fomo @seyong Becuase they care about memecoins. Mask doesn’t fit their narrative. It will though once it’s over $500mil

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@LukeGiroud @undftd1991 @Aurelius0121 People are silly. THIS IS A PRODUCTTTTT.

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@heat Just bid more lol.