$CYPH
What did early crypto equities build around?
$RIOT → BTC mining
$CAN → BTC mining infrastructure
$CYPH → 326K+ $ZEC treasury
→ ~18% of Zcash hashrate
→ ZODL
→ ???
CYPH owns ~2% of the supply AND produces more of it.
But here's where I'm looking next...
Tachyon is being designed to remove the scaling barriers around private payments.
Its roadmap literally includes a Payment Protocol designed to scale shielded payment delivery while preserving privacy.
And CYPH says it plans to invest in, acquire, or build complementary privacy technologies.
Treasury → Mining → Infrastructure → Payments?
Could this be a glimpse of what's coming next for CYPH?
zec breaks $2,800 July 2026; then $50,000 summer of 2030 as quantum fears begin to tangibly materialize, later crossing $200,000 in 2034, and $360,000 in 2038
I unironically think that in the year… let's say in 2050. That in the year 2050, that the total value (or "market cap") of 21 million ZEC could be worth more than the total value in the year 2026 of all money, goods, assets, and resources on Earth.
«Shielded Labs с радостью объявляет, что Виталик Бутерин сделал пожертвование в поддержку дальнейшего развития #Crosslink, ориентированного на безопасность обновления консенсусной архитектуры Zcash. Средства будут направлены на переход Crosslink от стадии прототипа к постоянной стимулируемой тестовой сети и далее к полноценной готовности к запуску в основной сети.
Crosslink усиливает существующий Proof-of-Work консенсус Zcash за счёт добавления параллельного уровня финализации, защищающего сеть от реорганизаций блокчейна и атак отката. Производство блоков и вся экономическая активность продолжают происходить в PoW-цепочке, тогда как механизм финализации закрепляет блоки и обеспечивает более надёжные гарантии необратимости транзакций и блоков. Это снижает риск двойного расходования и повышает доверие к подтверждениям. Более сильная финализация позволяет сокращать требования к числу подтверждений для бирж, повышает надёжность кроссчейн-интеграций и создаёт предсказуемость, необходимую приложениям, зависящим от стабильного подтверждения операций. В итоге Zcash становится проще интегрировать в более широкую криптоэкосистему без потери существующих свойств безопасности.
Пожертвование Виталика будет направлено на доработку существующего прототипа Crosslink до готового к внедрению решения, включая запуск постоянной стимулируемой тестовой сети, в которой участники смогут получать вознаграждение в $ZEC, и подготовку к запуску в основной сети.
На этом этапе основное внимание будет уделено проектным спецификациям, анализу безопасности, аудитам, координации с кошельками и инфраструктурными провайдерами, а также активному взаимодействию с сообществом Zcash. Как и в случае любых крупных изменений протокола, запуск в основной сети будет зависеть от технической готовности, результатов проверок безопасности и широкой поддержки сообщества.
Комментируя пожертвование, Виталик отметил:
«Zcash является одним из самых достойных уважения криптопроектов с неизменным фокусом на приватности. Работа Shielded Labs над Crosslink позволит повысить безопасность Zcash при меньших издержках, что поддержит его долгосрочную устойчивость».
Shielded Labs — швейцарская организация поддержки Zcash, работающая над созданием неудержимых приватных денег. Мы сосредоточены на развитии протокольных проектов, укрепляющих долгосрочную безопасность и устойчивость сети Zcash. Shielded Labs финансируется за счёт пожертвований держателей и сторонников Zcash и работает независимо от фонда разработки и вознаграждений за блоки. Это пожертвование стало вторым вкладом Виталика в Shielded Labs. Его первая поддержка в 2023 году позволила сформировать специализированную команду, сосредоточенную на развитии Crosslink.
Shielded Labs выражает благодарность Виталику за его постоянную поддержку #Zcash. На протяжении многих лет он остаётся сторонником проекта и участвует в обсуждениях архитектуры протокола и вопросов безопасности. Мы ценим его вовлечённость в экосистему Zcash и готовность поддерживать развитие решений, делающих сеть сильнее и устойчивее.»
Exceptional analysis here and it aligns with my base case that the current #BTC price is the low and will reverse. Too many assets are hovering at the same decision point. If those levels were going to fail with conviction, they would have done so already.
I thought now would be an appropriate time to show you this chart on #silver that I posted a few weeks back. Panic selling creates irrational analysis. Always zoom out. This is a textbook, 46 year cup and handle. I've shown the measured move possibility and how it aligns with fib levels.
There will always be large pullbacks after a big run up. We could easily see price retest where price broke away from the cup and handle at around $48-$50 if this is a bank selloff happening right now. They are trying to scare people away from gold and silver and back to collapsing fiat. Remember, it's not the dollar anymore, it's a bank note (loaned asset with interest attached).
Gold and silver values have been held down by the central bankers for a very long time as those assets, like crypto, are a threat to their precious, fake paper Monopoly money! If people are investing in gold, silver, and crypto, they are not buying fiat.
What we are seeing is society understanding the true value of metals and proof of work crypto due to scarcity and the work required to create them. People are running away from the Monopoly money. The system is coming to an end right in front of our eyes! True value is always associated with scarcity of an asset and the work required to create it.
Retail’s asleep on Litecoin. 😴
Institutions are stacking quietly. 💰
While current price of $LTC drifts around $67, institutions like @Grayscale, have $152.79 million in assets in the $LTCN Litecoin Trust.
@CanaryFunds's $LTCC slowly but surely growing, with figures between $7.4M - $9.1M in assets.
That’s not people giving up.
That’s smart money positioning early.
Then you have DATs like @LuxxfolioH's $LUXFF, recovering from their lows at $0.12, back up to $0.25.
And then @LiteStrategy (formerly MEI Pharma) quietly pivoting into a full digital asset treasury, stacking ~930k LTC after a $100M raise. $LITS is preparing for launch.
And here’s what most still aren’t pricing in yet:
:: ⚡️ :: LitVM :: ⚡️ ::
Litecoin is about to become programmable.
🔥 DeFi.
🔥 AI agents.
🔥 Tokenized real-world assets.
All landing on a chain with 14+ years of uptime and zero drama.
Retail chases narratives.
Institutions buy infrastructure.
$1,000 LTC isn’t a meme.
It’s what happens when utility finally meets scale.
Stack Litecoin. Stay Lit. 🔥
Zashi adds Tor Protection during wallet restore, and this matters more than you might think.
When you restore a wallet, your client syncs historical data from a lightwalletd server. Without Tor, 3 things leak:
Your IP address goes to the server operator. They now know your approximate location and can tie it to this wallet activity.
Your wallet’s age is visible through the block height you start syncing from. This metadata builds user profiles.
Your ISP sees you connecting to Zcash infrastructure. They can’t read the transactions, but they know you’re a crypto user. In hostile jurisdictions or on monitored networks, that’s enough.
Wallet restore is especially sensitive because you’re pulling your entire transaction history at once - maximum metadata exposure.
If you’re restoring after a security incident, the operational security matters even more.
Tor fixes this. The server sees a Tor exit node instead of you. Your ISP sees encrypted Tor traffic instead of Zcash connections. Your wallet age and IP remain decorrelated from your on-chain activity.
So, why did the Winklevoss twins launch @cypherpunktech - the first Zcash Treasury Company?
Why are they bullish on @Zcash? Can Bitcoin and Zcash coexist?
I caught up with @tyler and @cameron last week for @Cointelegraph - here's everything they said about Zcash 👇
"We're huge fans of Bitcoin. We're hodlers, of course, and also huge fans of Zcash, which we view as encrypted Bitcoin."
"Bitcoin is where you store your value and Zcash is where you transact or spend your value. And so we launched a DAT, a treasury company for Zcash, but it's really dedicated to privacy and self-sovereignty to help mainstream these ideas. The catalyst for Bitcoin was the financial crisis of 2008. And the catalyst for privacy is the dawn of the age of AI."
You can find the full interview on @Cointelegraph YT channel below 👇
Privacy and Zcash, Near, Starknet --
- @Zcash -- resistance money privacy (if I need to run with only my pants, and I'm being persecuted by the state, I can still run with this).
- @NEARProtocol -- easy integration with other chains.
- @Starknet -- programmability (the ability to build DeFi, economy, financialization), scale and UX.
So, Zcash is the safe haven that provides you shelter, Near is the route to get in and out of it, and Starknet is the lively, functional city built within that safe haven ;-)
Privacy Coins Tier List
Everyone talks about privacy.
Almost no one builds it right.
So we ranked the few that actually did.
🔴 S Tier : ZANO, XMR, ARRR, ZEC
$ZANO :
→ Hybrid PoW/PoS, mandatory RingCT, confidential assets, stealth staking, and the Zarcanum protocol fusing zk-SNARKs with RingCT.
→ No transparent transactions ever. Confidential assets, privacy stablecoins, bridges.
→ The only chain delivering scalable, enterprise-ready privacy.
#1 by design.
$XMR :
→ Still the backbone of digital fungibility.
→ Ring signatures, stealth addresses, and Dandelion++ routing.
→ A decade of battle testing has made it the reference standard.
$ARRR :
→ Pure zk-SNARK shielding. No optional privacy, no transparent layer.
→ Komodo dPoW security ensures censorship resistance.
→ Privacy maximalism embodied.
$ZEC :
→ The academic origin of zk-SNARKs and the seed of modern privacy tech.
→ Despite optional shielding, over 30% of 2025 transactions use full privacy mode.
→ Regarded as the institutional face of zero-knowledge research.
🟠 A Tier: ANYONE, BDX
$ANYONE :
→ A privacy operating system for Web3.
→ Combing private identity, soulbound reputation, and verifiable voting.
→ Positioned as the gateway between private computation and human identity. 2026 breakout candidate.
$BDX :
→ Mandatory mixing, staking, and encrypted messaging.
→ Growing as a payments-layer alternative with consistent on-chain activity.
→ A steady, underrated performer in privacy infrastructure.
🟤 B Tier: SCRT, ERG, ROSE, FIRO, PIVX
$SCRT :
→ Private smart contracts on Cosmos and EVM rails.
→ A leader in programmable privacy but with partial visibility trade-offs.
$ERG :
→ Sigma protocols, local mixers, and Rosen bridge architecture.
→ An academic’s coin, but adoption remains niche.
$ROSE :
→ Enterprise-grade zk enclaves for data privacy.
→ Used in institutional partnerships, less so by individual users.
$FIRO :
→ Lelantus Spark technology and verified anonymity sets.
→ Solid research, weaker liquidity.
$PIVX :
→ Governance-driven privacy through zPIV and masternodes.
→ Active, community-led, and historically resilient.
🟡 C Tier: ZEPH, DASH, NYM, DUSK, TORN
$ZEPH :
→ Monero fork with an over-collateralized stablecoin.
→ Interesting experiment, still early and unproven.
$DASH :
→ Fast, but PrivateSend is opt-in and traceable when skipped.
$NYM :
→ Mixnet-level metadata privacy, not full transactional privacy.
$DUSK :
→ Focuses on private securities and compliance frameworks, not personal anonymity.
$TORN :
→ Once essential, now sanctioned and risky to interact with.
Symbol of what happens when privacy meets regulation head-on.
🟢 D Tier : CCD, XEL, AZERO, ALEO, LITKEY, SENTINEL
Ecosystems with limited recent activity or uncertain privacy focus.
Innovation potential exists, but 2025 traction remains minimal.
Still present in code, waiting for a second act.
𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 : 𝘛𝘩𝘪𝘴 𝘵𝘪𝘦𝘳 𝘭𝘪𝘴𝘵 𝘪𝘴 𝘢𝘯 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵, 𝘰𝘱𝘪𝘯𝘪𝘰𝘯-𝘣𝘢𝘴𝘦𝘥 𝘢𝘴𝘴𝘦𝘴𝘴𝘮𝘦𝘯𝘵 𝘰𝘧 𝘱𝘳𝘪𝘷𝘢𝘤𝘺 𝘤𝘰𝘪𝘯𝘴 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘰𝘳 𝘢𝘯 𝘰𝘧𝘧𝘪𝘤𝘪𝘢𝘭 𝘳𝘢𝘯𝘬𝘪𝘯𝘨.
𝘛𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘺 𝘦𝘷𝘰𝘭𝘷𝘦𝘴, 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘴 𝘢𝘥𝘢𝘱𝘵, 𝘢𝘯𝘥 𝘢𝘯𝘰𝘯𝘺𝘮𝘪𝘵𝘺 𝘪𝘴 𝘢𝘭𝘸𝘢𝘺𝘴 𝘶𝘯𝘥𝘦𝘳 𝘴𝘪𝘦𝘨𝘦.
𝘋𝘠𝘖𝘙, 𝘢𝘶𝘥𝘪𝘵 𝘤𝘭𝘢𝘪𝘮𝘴, 𝘢𝘯𝘥 𝘷𝘦𝘳𝘪𝘧𝘺 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘰𝘸𝘯 𝘵𝘰𝘰𝘭𝘴.
𝘙𝘦𝘮𝘦𝘮𝘣𝘦𝘳: 𝘗𝘳𝘪𝘷𝘢𝘤𝘺 𝘪𝘴𝘯’𝘵 𝘢 𝘱𝘳𝘰𝘥𝘶𝘤𝘵.
𝘐𝘵’𝘴 𝘢 𝘥𝘪𝘴𝘤𝘪𝘱𝘭𝘪𝘯𝘦.
𝘚𝘵𝘢𝘺 𝘴𝘰𝘷𝘦𝘳𝘦𝘪𝘨𝘯.
12% of the new coin issuance in every new Zcash block goes into a community-controlled “lockbox” for funding Zcash development. It currently contains 75,000 ZEC, worth $40M. https://t.co/3NxbelZr3O
We will never stop building.
Adding Zashi devs, Zcash core devs, Zashi support, security, partnerships.
We need people that know their shit, know how to ship, will build a better world w/privacy, unflappable, have high EQ / respect for others.
Can you up our game? DM me.
A few things have changed in Zcash since Jan 2024:
- @zashi_app, launched world-class UX for ZEC
- @ShieldedLabs, new team of core contributors
- integration with @FlexaHQ for retail payments
- 2nd Zcash halving
- fundamental gov change (no ECC/ZF control)
- no direct dev fund (all grants based)
- the community has grown massively w/ fresh voices
- shielded hardware w/ @KeystoneWallet
- @near_intents w/ Zashi integration for swaps
- @Maya_Protocol DEX support
- @ebfull driving Tachyon to deliver scale
- wrapped ZEC on @solana
- Perps on @HyperliquidX and @rhea_finance
- 4X shielded pool growth
- 9X shielded tx growth (tz, zt, zz 30dma)
What'd I miss?
Good News .. Contacted @zashi_app support and with their help I was able to get the token..
The fault was from the exchange i deposied to...
Great app!! Great customer support 👏
@zashi_app@near_intents It's sick what @near_intents has built, but not surprising if you've been paying attention to all the Chain abstraction talk on NEAR protocol.
Good to see Zashi has jumped on it, you should too.