optimist

Frontier Research & Investments

Views are our own and NFA

[optimist @optimist]

https://t.co/omexE3Wst7

[JW @JW100x]

A summary of our latest report on solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta:

- Umbra has built Nimbus, a multi-chain privacy network powered by ZK.
- 5 second private transfers, 10-12 second private swaps, about 2x faster than NEAR Intents.
- Three guardian nodes run in AWS Nitro enclaves on Turnkey's Verifiable Cloud and co-sign transactions alongside three other attesters.
- Nimbus’s growth is owned by UMBRA. Nimbus will have no separate token. Eligible protocol fees from both the application and the network accrue to the same UMBRA-governed business.
- Nimbus has a head start in the quantum race. Its recipient notes use ML-KEM-768, a lattice-based key encapsulation mechanism, together with AES-256-GCM encryption, protecting financial records against future quantum decryption.
- Robinhood’s solution for auditable privacy. Tokenized finance needs confidentiality alongside accountable records. Nimbus could supply that capability beneath trading, treasury, and payments products whose users expect both.

Would highly recommend giving this a full read, the best piece of work we have ever put out, and an interesting inflection point in the market.

K-Shape recovery for the privacy sector.

[optimist @optimist]

https://t.co/D1aBzxJws5

[optimist @optimist]

https://t.co/w57Kr6ExdX

[optimist @optimist]

Today, optimist is launching our telegram channel, for early access to research reports and market insights.

All optimist related content will be distributed over our telegram channel first. Link below.

<O>

[JW @JW100x]

It’s been 2 years since I started @optimist and I think it might have the most grassroots motion in all of crypto.

From some of the best research that actually benefits projects, to scanning/trading consistently early opportunities, and even directly advising projects as partners, and soon to introduce investment media, optimist is turning into a complete empire with actual signal amongst the market.

Any project that wishes to discuss their future, the optimists stay winning.

[optimist @optimist]

Trade by @CryptoMurren

[optimist @optimist]

It pays to be an optimist

[optimist @optimist]

https://t.co/2XOMGBOG2C

[JW @JW100x]

For those that are confused about privacy, read this:

[optimist @optimist]

0xFf09, allegedly a wallet funded by 0xb5E (a16z-affiliated wallet), has been slowly accumulating over $1.5M of PRL.

Pearl is seemingly the silent liquid play in the blockchain-enabled computation space, unlike any other.

A list of VCs who have followed @prlnet PRL:

a16zcrypto, Dragonfly, BH Digital, VanEck
USV, Variant, Framework, Delphi, 1kx, CoinFund, 1confirmation, BigBrain, Hypersphere, y2z Ventures, Lattice, GBV Capital, Slow Ventures, BanklessVC, CompoundVC, Caballeros Capital, Amentum Capital, Relayer Capital, and 3rd Street Capital.

[optimist @optimist]

https://t.co/2MXNHDa5d9

[optimist @optimist]

https://t.co/2MXNHDa5d9

[optimist @optimist]

We’re pleased to have supported the latest proposal as Umbra continues its push toward public Mainnet

An impressive team building an even more impressive product, we’re grateful to have contributed through beta testing over the past few weeks

Disclosure: optimist is an investor in Umbra

[Umbra Privacy @UmbraPrivacy]

Proposal 002: Passed ✅

Audits funded. Ops budget approved. See you on Mainnet.

[optimist @optimist]

https://t.co/QBNQUuciQT