Northwind Capital

web3 capital intelligence & tokenomics advisory

[Northwind Capital @northwind_eth]

9.4 we called for $Zcash to hit 1k$
4.9 that call materialized. Universe works in strange ways
#degenquant $ZEC #bitcoin

[Alex 👽 @AlexesNakamoto]

Saylor after checking the Bitcoin chart.

[Northwind Capital @northwind_eth]

Thats whatsup

[Northwind Capital @northwind_eth]

$ZEC flying as called, not surprised, see ya at $1k

[Northwind Capital @northwind_eth]

Consensus is a lagging indicator, being outside of it is the edge that pays.

Thesis still intact, Q4 will do the talking

#Eth #Zec #Strk #Btc

[Northwind Capital @northwind_eth]

Absolute scarcity
Censorship resistant
Hedge against monetary debasement

All in

#bitcoin

[Northwind Capital @northwind_eth]

Everyone's talking about the SpaceX IPO. Almost no one's talking about the fact that they're sitting on 1.19 Billion dollars worth of Bitcoin

Bullish.

#Spacex #Bitcoin #Elonmusk

[Cypherpunk @cypherpunk]

.@mert:

"All of crypto needs to start doing formal verification, simpler arithmetic, and open source. That's fundamentally how we get out of this."

@TachyonZcash is built for exactly that: it's provably sound, quantum proof, and is coming by end of year.

[Northwind Capital @northwind_eth]

Looks like CT collectively forgot having a cashposition, if so, tf are u guys doing?

Yes Ipo’s are draining the most liquid market on planet earth but capital rotates back, nothing broke

Deploying here, see ya at Ath’s in Q4

#Ethereum #bitcoin #crypto #zcash #bitmine #Saylor

[Northwind Capital @northwind_eth]

@LongTermSats @saylor @WarrenMB7 *never be a net seller

[Starknet @Starknet]

In 2010, Gavin Andresen built the original Bitcoin Faucet. It gave away 5 BTC at a time, distributing 19.7k BTC in total, helping bootstrap Bitcoin’s early holders.

We’re borrowing the same idea for strkBTC.

The Faucet will open in 48 hours.

Register: https://t.co/byGTQ7OANN

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

Wow, Zcash right now # 14 on Coinmarketcap, nearing top 10, something that hasn't happened since the launch 12 years ago.

Some projects live in the future. Just takes time for the rest to catch up. Zcash, Starknet, future proof stuff.

[Northwind Capital @northwind_eth]

$ZEC pumping so violently Apple stocks api gave up 🤣😭

[Northwind Capital @northwind_eth]

@JacobKinge Meanwhile web3 in HongKong, jampacked

[Northwind Capital @northwind_eth]

Just landed in Frankfurt after last weeks Web3 Festival in Hong Kong.

What an event, wild to see the web3 mometum in Asia

Highlight was Vitalik laying out the short-term Eth roadmap. Vit knows whats coming.

Hong Kong is seriously bout that life.

#web3festival #Ethereum

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

ELI5 of @avihu28's brilliant paper:

1. In a Bitcoin tx there are two parts:
(1) The first part used to show that you own a Bitcoin. That part can be made post-quantum safe.
(2) The second part that says who controls it next. That part can also be made post quantum safe.
BUT, till yesterday, the ONLY THING binding the two parts together was a *quantum susceptible signature*.

This means that Darth Vader can see your TX, take his quantum computer, break your quantum susceptible signature, and replace your second part (sending the Bitcoin to your friend) with his second part (sending the Bitcoin to himself).

Avihu found a brilliant way, which uses another brilliant idea (BINOHASH) by the brilliant @robin_linus, to BIND together the two parts in a way that is unbreakable by a quantum computer. So now even Darth Vader cannot take your bitcoin.

The downside, acknowledged by Avihu, is that this solution comes with a tech-ish complex UX and won't be cheap. It can serve as a fall back solution but a better one would be to agree to a soft fork that allows for Bitcoin transactions to be signed with post quantum secure signatures.

Which option do you prefer?

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

I don't care it CT is slightly dead (well, I care a little bit), crypto itself (as in the technology and community) is reinventing and shipping non stop. Not dead!

[Northwind Capital @northwind_eth]

@bhairaj48398886 It’s just out of narrative right now, so of course it feels dead. These things always look lifeless at the bottom… then suddenly everyone pretends they believed in it all along. ZK is mission critical for the entire system, it’s just not as sexy as Hyperliquid

[Northwind Capital @northwind_eth]

Most altcoins are down 90%. A lot of them will never recover. Computing simply moves too fast and some aren't built for what's coming. But others are. The opportunities right now are insane. What ever you do, Pay attention and don't fumble the next run

$ZEC $STRK $ETH $ZK $BTC

[Northwind Capital @northwind_eth]

Reports coming in that Iran demand ships passing through the Strait of Hormuz to pay tolls in Bitcoin

Source: Financial times

#bitcoin #iran #war #Financialtimes