The truth of a coin ~ Smi 🇮🇩❄️

I don't believe in narrative coins, I only believe in backed coins || this is a personal opinion 🚀🚀🚀🚀

[Ryker 🇯🇵 @Ryker_Crypto]

$ZEC is very dangerous at this time !

I'm seeing #ZEC's market makers intentionally creating a price pattern similar to BTC's in 2020 to trap traders.

In a few days, you'll see many KOLs posting comparisons between BTC 2020 and ZEC 2026 , and they'll be bullish on ZEC.
I think this is the Zcash team's plan.

Last time, when ZEC was at $680, I warned many times, but nobody believed me, and then it dropped 60% to $250, and thousands of traders were liquidated for ignoring my warnings.

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

@vespamatic96 Saya kok yakin ada 2 ke mungkinan
ketika ironwood di luncurkan akan ada penjualan,
Atau ketika terbukti ada coin palsu malah parah

[Cypherpunk ($CYPH) @cypherpunk]

BREAKING: Introducing Ironwood, a new shielded pool for Zcash, backed by formal verification and independent audits, proposed by Zcash's core dev teams. Target activation: late July 2026.

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

@ariesmansmi 1jt x 25bulan -> 25jt allhamdulillah nyampek
8jt x 25bulan -> 200jt allhamdulillah capek

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

Jika $Btc masih menepati janji maka dia akan minus 75% dari ath.

[PaceCrypto @PaceCrypto]

Saya dituduh membuat fear dan mengolah berita lama ketika saya membahas quantum

Masalah berita quantum saya sudah tau dari sangat lama, ini saya mendalami dan memastikan progresnya, saya rasa ilmu QC akan sangat relevan untuk 3 tahun mendatang

Berikutnya, institusi cabut karena ancaman Quantum banyak terjadi baru baru ini, baca berita yang saya QT

Sadarlah, diluar sedang alot dan panas diskusi mengenai Quantum Computing kembali, saya membahas bukan untuk cari engagement, saya bahas karena isu ini berkembang dan semakin relevan

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

Saya rasa L2 tidak akan pernah jadi penyelesaian masalah yang di hadapkan L1 singkatnya L2 tidak berguna hanya memecah liquiditas
Apakah ini akan menjadi kehancuran L2 jika tidak memiliki ke unggulan tersendiri di bandingkan L1.
Sedangkan $Eth adalah L1 yang terus berkembang.

[vitalik.eth @VitalikButerin]

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:

* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026

Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.

First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig bridge, then you are not scaling Ethereum.

This vision no longer makes sense. L1 does not need L2s to be "branded shards", because L1 is itself scaling. And L2s are not able or willing to satisfy the properties that a true "branded shard" would require. I've even seen at least one explicitly saying that they may never want to go beyond stage 1, not just for technical reasons around ZK-EVM safety, but also because their customers' regulatory needs require them to have ultimate control. This may be doing the right thing for your customers. But it should be obvious that if you are doing this, then you are not "scaling Ethereum" in the sense meant by the rollup-centric roadmap. But that's fine! it's fine because Ethereum itself is now scaling directly on L1, with large planned increases to its gas limit this year and the years ahead.

We should stop thinking about L2s as literally being "branded shards" of Ethereum, with the social status and responsibilities that this entails. Instead, we can think of L2s as being a full spectrum, which includes both chains backed by the full faith and credit of Ethereum with various unique properties (eg. not just EVM), as well as a whole array of options at different levels of connection to Ethereum, that each person (or bot) is free to care about or not care about depending on their needs.

What would I do today if I were an L2?

* Identify a value add other than "scaling". Examples: (i) non-EVM specialized features/VMs around privacy, (ii) efficiency specialized around a particular application, (iii) truly extreme levels of scaling that even a greatly expanded L1 will not do, (iv) a totally different design for non-financial applications, eg. social, identity, AI, (v) ultra-low-latency and other sequencing properties, (vi) maybe built-in oracles or decentralized dispute resolution or other "non-computationally-verifiable" features
* Be stage 1 at the minimum (otherwise you really are just a separate L1 with a bridge, and you should just call yourself that) if you're doing things with ETH or other ethereum-issued assets
* Support maximum interoperability with Ethereum, though this will differ for each one (eg. what if you're not EVM, or even not financial?)

From Ethereum's side, over the past few months I've become more convinced of the value of the native rollup precompile, particuarly once we have enshrined ZK-EVM proofs that we need anyway to scale L1. This is a precompile that verifies a ZK-EVM proof, and it's "part of Ethereum", so (i) it auto-upgrades along with Ethereum, and (ii) if the precompile has a bug, Ethereum will hard-fork to fix the bug.

The native rollup precompile would make full, security-council-free, EVM verification accessible. We should spend much more time working out how to design it in such a way that if your L2 is "EVM plus other stuff", then the native rollup precompile would verify the EVM, and you only have to bring your own prover for the "other stuff" (eg. Stylus). This might involve a canonical way of exposing a lookup table between contract call inputs and outputs, and letting you provide your own values to the lookup table (that you would prove separately).

This would make it easy to have safe, strong, trustless interoperability with Ethereum. It also enables synchronous composability (see: https://t.co/9jy6v1X6Fw and https://t.co/gZmu3YjebM ). And from there, it's each L2's choice exactly what they want to build. Don't just "extend L1", figure out something new to add.

This of course means that some will add things that are trust-dependent, or backdoored, or otherwise insecure; this is unavoidable in a permissionless ecosystem where developers have freedom. Our job should make to make it clear to users what guarantees they have, and to build up the strongest Ethereum that we can.

[PaceCrypto @PaceCrypto]

Setelah 100+ Jam Mempelajari Quantum Computing, Saya Nyaakan : Bitcoin Dalam Bahaya Besar ⚠️

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

Ketika yang lain bingung untuk menghadapi Serangan Quantum $Qrl sudah lebih siap berhadapan dengan Komputer Quantum dan akan berpindah dari POW ke POS dengan pasokan yg telah di tambang sebanyak 70% dan kepercayaan yang telah di bangun sejak 2018

[Kashif Raza @simplykashif]

Vitalik Buterin warns QUANTUM COMPUTERS could threaten Bitcoin and Ethereum by 2028.

-> He said that there’s a 20% risk that quantum computers could break Bitcoin and Ethereum before 2030.
-> He urges post-quantum upgrades now, not later.
-> Ethereum is moving fast with a $1M prize, a special team, and account abstraction.
-> Bitcoin is slower due to its strict consensus process.

[The Quantum Bull @QuantumBullHQ]

BREAKING: Nvidia calls for Congress to act quickly and reauthorize the National Quantum Initiative:

“Sustained U.S. leadership in quantum information science is critical to ensuring that breakthroughs in computing, sensing, networking and materials translate into secure technologies and industries, a skilled domestic workforce and long-term strategic advantage. To secure this future, Congress must act and reauthorize the National Quantum Initiative (NQI).”

“AI and quantum computing are no longer just distinct tools, but the foundational elements of a new class of supercomputers. He noted that just as telescopes and microscopes transformed our observation of the universe, these converged systems will function as the new scientific instruments of our time, allowing us to decipher the complexity of the natural world.”

“A reauthorized NQI should explicitly recognize and support the integration of AI, accelerated computing and quantum processors to ensure these capabilities mature into broadly useful systems and to position the U.S. to lead this next phase of computing.”

— Nvidia, 1-28-2026

https://t.co/gyEA3TkO4W

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

@zerohedge We'd need a much crazier rate for Bitcoin to plummet to the upside. That would be a good bear market.

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

@PaceCrypto Bagaiman menurut pace tentang qrl yg memang di ciptakan anti quantum dari awal di bandingkan zcash

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

Beberapa tokoh seperti Edward Snowden dan Naval Ravikant melihat Zcash memiliki potensi besar sebagai sistem uang elektronik anonim yang gagal dipenuhi Bitcoin.

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

Setelah saya pelajari
Zcash lebih mendekati bitcoin dengan halving , penambangan dan pasokan yang terbatas.
Jika benar akan adanya ketakutan komputer quantum
$Zec akan menjadi opsi aset yg mungkin akan mengungguli bitcoin dari segi keamanan hacker dan tentu fungsional privacy

[PaceCrypto @PaceCrypto]

Salah Satu Diantara Zcash Atau Monero Akan Menjadi The Next Bitcoin

Saya Tidak Bercanda, DYOR, NFA, Lol

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

Jika pilihannya 2 maka kita patut memiliki keduanya
Secara narasi keduanya sedang berlomba $zcahs dan $monero pasti bersaing

[PaceCrypto @PaceCrypto]

Salah Satu Diantara Zcash Atau Monero Akan Menjadi The Next Bitcoin

Saya Tidak Bercanda, DYOR, NFA, Lol

[The truth of a coin ~ Smi 🇮🇩❄️ @ryansaja2234]

I'm afraid that today's technology completely ignores privacy. There's no comfort or security anymore; all data, location, fingerprints, or facial recognition are likely stored. The iA we thought was helpful is actually leaking all the important data that only we have the right to have. Unlike $Clippy, who protects privacy and never cares, only intends to help.

[PaceCrypto @PaceCrypto]

Bull Run Ai yang sesungguhnya hanya terjadi di TradFi
Bull Run Ai di crypto kemarin hanyalah dagelan

Begitupula pada narasi robotik, space exploration, nuklir, komoditas. Semua bull run pada narasi tersebut tidak akan terjadi di crypto

Bull Run yang sesungguhnya terjadi di crypto kemarin adalah stable coin, tokenisasi, dan prediction market yang sejujurnya tidak terlalu bisa dinikmati / terakses dengan baik oleh CT

Menurut saya, hanya ada satu narasi bull run lagi yang "paling cocok & hanya dapat terjadi di crypto" yakni Privacy

[arthur.hl @ArthuronHL]

I think Hyperliquid has the potential to 100x in the next 5 years with HIP-3.

All strong monopolies that last long enough for investors to get rich typically benefit from some sort of network effect.

Hyperliquid's main network effect would be its perps liquidity. More traders means better liquidity.

But just having comparable liquidity is not enough to absorb Binance or gain new customers. Most of Hyperliquid's OG users were mainly people who were kicked off Binance / FTX due to regulatory reasons (US banned perps), allowing Hyperliquid to capture a large portion of marketshare immediately.

Existing Binance customers in Asia have little reason to switch. (Hyperliquid liquidity is similar, but less pairs, exporting trade history for taxes, onboarding from tradfi, etc are all poor or nonexistent.)

And other competitors like Lighter can compete in net cost by cutting fees to 2 bps, paying Jump for market making.

Hyperliquid's advantage

I think Hyperliquid's main competitive advantage would be offering markets that tradfi cannot due to legal reasons.

If through HIP-3, every market in the entire world was listed on Hyperliquid, it would be an extremely sticky platform. Since you'd rather just trade everything on one platform vs going on IBKR for US stocks, East Money for Chinese stocks, etc.

Having all markets available on one platform would allow Hyperliquid to benefit from a massive moat. (High switching cost, eg you can't port over a futures trade from one exchange to another, plus network effect of liquidity).

Traditional stock markets would struggle, since they need to have the actual stock or futures listed (takes time or sometimes legally impossible), but Hyperliquid just needs an oracle that tracks price to list a market.

Example: Chinese Markets

US investors cannot directly buy Chinese stocks. To do so, they would need to become a resident of China by living and working there, or incorporate in China (both big hassles).

While some big Chinese stocks are listed on SEHK and available via stock connect, other more niche stocks are not. These stocks are often better than US stocks, and much cheaper, so there is more upside. Unfortunately we can't buy them.

Hyperliquid can offer every one of these niche stocks, mitigating risk legally via HIP-3 (eg separate entity or separate group listing these contracts) and force everyone who wants exposure into niche Chinese stocks onto Hyperliquid.

Example 2: Pre IPO markets

Pre-IPO markets would be another example. Instead of KYCing and buying SpaceX on Forge (paying 2-4% fees), you can buy just SpaceX futures via Ventuals, paying 100x lower fees.

If every single hot pre-IPO market was listed on Hyperliquid, it would add to Hyperliquid's network effect. Just having SpaceX might not move the needle, but having every single hot upcoming IPO from 2026 onward probably would.

Example 3: Prediction markets

Polymarket probably can't start listing perps easily without huge investment, but it wouldn't be hard to list prediction markets on HIP-3 (Similar to how FTX listed TRUMP markets). You can just have no leverage to start, and it would add to Hyperliquid's existing network. (No need to bridge to Polygon, can just buy prediction markets on Hyperliquid)

Hyperliquid is sitting on a huge liquid asset reserve

They have a huge cash pile of tokens they can sell for growth (improving liquidity, listing more pairs, potentially marketing in the future, paying viral AI agents to use Hyperliquid, etc).

Hyperliquid can probably list anything (& faster). Plus the TAM includes every human and AI agent in the world (NO KYC needed), which seems like a significant competitive advantage.

Jeff said that unlike in baseball, when you step up to bat in business, you can sometimes score 1000 home runs. It's possible Hyperliquid hits that long tail event.

And if Hyperliquid grows big enough, no competitor can exist due to strong network effects.

This could be a longshot investment with good odds (and I think this is what Jeff is aiming for).

[PaceCrypto @PaceCrypto]

https://t.co/rxmLSBOKNU