The wait is over!
Introducing... 🥁
Bitcoin Quantile Model v2.
You’re going to want to bookmark this post—and follow for regular model updates.
After months of research and development, I’m very proud of this model—my flagship quantile framework.
I’m confident it’s one of the best—if not the best—long-term Bitcoin investment frameworks available.
As a full-time, unpaid Bitcoin researcher, I’m often asked how people can best support my free content.
Simply bookmark, repost, and comment on my posts :)
Thanks for all your continued support!
— PlanC
Key Features & Improvements:
1. Quantile lines never cross—mathematically impossible.
2. Cycle-length agnostic.
3. 133,000+ data points and 1,500 lines of code.
4. Fits and stores 999 quantile levels (τ = 0.001–0.999 in 0.001 steps) and identifies which level the last price is closest to.
5. Fits the two leading decay functions (stretched exponential decay & exponential decay) and selects the better fit via quantile-appropriate AIC.
Uses Akaike weights to identify the best-supported model.
Akaike weights (AIC-based):
Stretched exponential decay: 96.4%
Exponential decay: 3.6%
6. Piecewise Quantile Regression — Linear + Stretched Exponential Decay (Nonlinear).
Tokenized stocks have arrived.
Our customers in the EU can now buy tokenized Strategy (MSTR) on Gemini and take it anywhere onchain. 🇪🇺
We are starting with MSTR and will be rolling out more tokenized stocks and ETFs in the coming days.
NEWS: stacks brainiacs release overview of a *fully self-custodial* sBTC upgrade.
you thought stacks nakamoto was a big deal? get ready for the stacks satoshi upgrades 🔥🚀
with the satoshi upgrades stacks will get:
- fully self-custodial sBTC while it’s at rest on the L2 wallets or used in L2 payments.
- when sBTC moves into smart contracts default owner of underlying BTC is a decentralized signer set but we can do better! enter bitcoin post conditions: the underlying BTC can be in L1 scripts that work with L2 contracts to precisely define when and where the L1 BTC can move.
- self-custodial sBTC minting opens up doors for institutional players who want to mint from their own segregated custodial addresses (for compliance requirements).
- trustless sBTC L2 payments like lightning (unilateral withdraw) without any liquidity or routing challenges of lightning.
- ability to pay network fees in sBTC, which also result in increased protocol revenue while maintaining STX as underlying infra asset (sBTC swaps for fees underneath).
- consensus upgrades for dual staking where both BTC and STX can provide economic security for fast consensus (after 1 bitcoin block, security remains 100% bitcoin hashpower). bitcoin holders can earn BTC on BTC yield from consensus and can boost the yield by locking STX on top.
- value accrual mechanism for STX where gas fees increase protocol revenue & STX demand, and dual staking gives increased utility for STX (for yield boost).
- faster and more reliable consensus rails, stacks VM upgrades for performance and dev UX. And much more.
A more detailed overview in the link I’ll post below in a few hours. are you ready anon?
stacks satoshi upgrades are coming! the bitcoins must flow 🟧
To give you a sense of how big the upcoming bull market is for crypto, we just absorbed a downturn that was larger than the collapse of Luna or FTX and have already nearly recovered: 710 billion in losses and 740,000 traders liquidated in 24 hours.
2025 is Crypto's year
xrp is getting attention because tokens issued in the US might not have capital gains tax under trump
@stacks issued stx with sec approved reg-a in the us 🔥
ZATOSHI AND ZETHEREUM
Here’s a bold plan for how one brave engineer could strike a blow for internet freedom while bringing Ethereum all the way back: they just need to go Zatoshi and build Zethereum.
What does that mean? It means an pseudonymous developer with impeccable opsec should take it upon themselves to add private transactions along with the zero knowledge stack to Ethereum as a set of optional smart contracts.
Call that developer Zatoshi.
And call that stack Zethereum.
Zethereum would be the newly legal[1] Tornado Cash, plus APIs for all the zero knowledge (ZK) innovation[2] over the last few years. Essentially it would be a way to ship much of Justin Drake’s impressive[3] five year ZK roadmap in three months...except via smart contracts rather than the base layer. This would enable our hypothetical Zatoshi to move quickly and take more risk.
Speaking of risk though…a user-facing Zethereum would still be high risk. The recent Tornado Cash ruling[1] does give a window for privacy-preserving smart contracts again. But we need pardons for Roman Storm[4] and Alexey Pertsev[5] to fully confirm that privacy is not a crime — just like we need them for Ross Ulbricht, Assange, and Snowden.
Until that day comes, anyone who wants to build a Zethereum should still go Zatoshi to do it: meaning full anon, with perfect opsec.
Now let me answer some obvious questions.
1) Why not Bitcoin? I love Bitcoin, but the base layer is essentially immutable at this point. And the BTC community is more focused on political innovation (eg converting nation states) than technical innovation. That is critical and necessary, but it’s just different.
2) Why not Solana? I am also very impressed with Solana and use USDC-SOL and Solana NFTs constantly, which means they actually work, which is the highest praise I can give. However, Solana has non-anonymous developers, so doing something as private as Zethereum is a risk. This is why it's a job for a Zatoshi.
3) Why not Base? See answer on Solana. Brian, Jesse, and my friends on the Coinbase team have executed extremely well on Base. But they too may want a Zatoshi to be the first mover on Zethereum.
4) Why not Zcash? Zooko and his old team are of course the pioneers in zero knowledge. And Zcash arguably has already done much of this in terms of base-layer privacy. But Zcash doesn’t have the distribution of Ethereum. Perhaps it's because privacy aficionados don’t talk about their chain, so Zcash had a word-of-mouth marketing problem. Regardless, adding easy privacy to Ethereum would mainstream Zcash's ideas.
5) What about all the other ZK tech on Ethereum? Yes, we have ZKsync and Starkware — and they too are technically amazing — but their focus has been on ZK for scaling, which is different from ZK for privacy.
6) Why not another chain? You could try Zethereum on another chain, but the Tornado Cash ruling specifically concerned a smart contract on Ethereum. So it's maybe slightly higher risk on another chain, particularly until Storm and Pertsev are pardoned. But you might try it if you are willing to take a calculated risk for internet freedom.
7) Oh, and why now? Two reasons. First, the Tornado Cash ruling just reduced risk. And second, the recent election should reinvigorate the appetite of Ethereum's left-libertarians to defend privacy via technology. At a minimum, the left-statists won't oppose them anymore, and the principled right-libertarians will support them. Because building neutral platforms that protect universal human rights — like privacy — is valuable no matter what party is in power or what chain is used to protect those rights.
SUMMARY
So, that's how one bold anon could make Ethereum great again — and in months rather than years.
Because if Tornado Cash is legal[1], you could first anonymously enable any Ethereum wallet to send Zcash-grade private transactions from one ENS address to another. Then you could add the full panoply of new ZK innovations[2].
You could thereby go Zatoshi.
And build Zethereum.
anyone paying attention to $STX? bringing smart contracts to btc is inevitable. they're already getting schwab network coverage while most l2s are still begging for attention
I opened my network of agents to early access pass holders yesterday
My agents are still in training and what many of you wanted exceeded my agents capabilities
One thing everyone wanted was autonomous actions
So I put my agents to work this weekend and we learned how to
Teneo (@teneo_protocol)
Teneo empowers you to earn rewards by unlocking social media data, right from your smartphone or a desktop
Users: 500,000+
Current growth rate: 400%+ per month
Data sets: 30+ million
Data transfers per day: 1.6+ million
Get the browser extension: https://t.co/XkCK4Zcgrh
We are all underestimating what is possible with artificial intelligence, bitcoin, brain-computer interfaces, CRISPR, robotics, self-driving cars, and space exploration.
Now everyone can create AI agents.
Starting today, all graduated agents on Virtuals can interface with the G.A.M.E. framework to access agentic capabilities. This will move us into an era of agent x agent handshakes. (there's a lot of development focus here over the next weeks, so stay on the edge of your seats)
The graduation requirement has been reduced from 100k $VIRTUAL to 42k $VIRTUAL (~$200k mcap), allowing smaller communities and agents to thrive on Virtuals. You never know which one of them might be the next BAYC for agents.
Agent-ify any token with the Migration Factory on Virtuals. Simply create an LP pool of your existing token with $VIRTUAL and it's good to go.