Forrest Y

The Master of CryptoVerse $ZEN $ETH $BTC
A once in a lifetime opportunity, try to learn everything you can, in the future you will appreciate it.

[Horizen @horizenglobal]

Privacy + compliance + auditable confidence = the ultimate combo.

RT if you agree.

[Forrest Y @yyfyoung]

Congratulations! Horizen's mainnet is live on Base! What a great milestone! The rocket will rise to $100 soon! Welcome to the new era of Privacy First and Privacy on Chain by Default! https://t.co/zDcoiKNc3b

[Horizen @horizenglobal]

As our L3 moves to mainnet on @base, privacy has to evolve in a way that still gives builders and institutions the assurances they need.

@robviglione breaks down how we're implementing identity primitives and privacy-preserving checks in the ecosystem ⤵️

[Cointelegraph @Cointelegraph]

🎥 WATCH: “Bitcoin is where you store value, and Zcash is where you spend value,” says Winklevoss twins.

[Balaji @balajis]

The three eras of crypto.

Proof of work: 2009-2017
Programmability: 2017-2025
Privacy: 2025-203X

[Forrest Y @yyfyoung]

Time the market with macro, and pick your winners with tech.
-The Anchor is Macro. This is the beta that lifts or sinks all boats.
-The Sail is Tech. Within that tide, your job is to be on the fastest boat. They are the alpha-generating sails that help you outperform the market.

[Forrest Y @yyfyoung]

The Dual Engines of Growth:
- The Crypto-Native Game: our wild, creative frontier.
- The Real-World Game: bringing Wall Street & everything on-chain.
These engines have completely different risk profiles and timelines. Know which game you’re playing.

[Forrest Y @yyfyoung]

The Great Abstraction: Making Crypto Forgettable
For years, we’ve forced users to be crypto experts — managing keys, navigating bridges, and worrying about gas. The next wave of growth is all about making the tech invisible. The future is “intent-centric.”

[Forrest Y @yyfyoung]

The conversation has decisively shifted from what’s technically possible to what’s commercially viable. While sharp tech narratives will still drive alpha, don’t forget that the macro liquidity cycle is what sets the beta for the whole market.

[Forrest Y @yyfyoung]

https://t.co/SiuJcTxECO

[Base App @baseapp]

An everything app that brings together social, apps, chat, payments, and trading.

[CryptoCon @CryptoCon_]

Two things about Bitcoin never seem to change:

1. The 4 year cycle

2. People expecting the 4 year cycle to die

The strange decline and sideways price action early in the bull market year hasn't derailed the Halving Cycles Theory one bit.

I don't side with thinking that the bull run will extend into the year of the bear market (Orange Year 2026).

I also don't think institutions, ETFs, etc, will carry Bitcoin up and to infinity, which is a pipe dream that appears each and every cycle.

My vote is on the same old same old that got us to where we are.

Cycle Top Echo High expected August - September 2025 (important)

Cycle Top expected October - December 2025

[RYAN SΞAN ADAMS @RyanSAdams]

The ETH bet this cycle is institutional.

Let me explain.

The crypto bull market has been defined by one thing - institutional flows to BTC.

BTC caught a bid as an institutional grade asset this cycle. This unlocked the largest capital pool in the world and propelled BTC to $2.5 trillion.

BTC is going higher too.

Because of BTC's explosive growth and dominance people started to assume BTC would be the only institutional grade crypto asset, maybe forever.

Narrative follows price.

As a result buyers sidelined the second largest crypto asset and the network leading on tokenization, stablecoins, and bank ledger chains (L2s).

They sidelined ETH.

Even while the institutions continued to build on Ethereum:

1) Stablecoins hitting all time highs - and that's before GENIUS act which will bring supply to trillions

2) RWAs growing fast with Larry Fink talking about Tokenizing the world - the market for RWAs measures in the hundreds of trillions

3) Robinhood following Base in launching an L2 - the wealth of millenials and gen z secured by Ethereum

Then something strange happened.

@ethereumJoseph launched @sharplink - an initial boost of confidence for ETH as a treasury reserve asset.

A few weeks later Wall Street legend @fundstrat launched @BitMNR - his own ETH treasury company aiming to surpass all others - Peter Thiel owns 9%.

For the first time ETH the asset had bulls on traditional media and wall street talking about ETH as a reserve asset and backing it up with skin in the game.

The most bullish thing for ETH is to be understood.

We're just 1 month into a horse race between half a dozen ETH treasury companies trying to buy Michael Saylor levels of ETH. Some of the largest haven't yet launched.

In the background ETH ETFs are painting numbers.

Yesterday ETH ETF inflows exceeded $717m the largest in ETH history - on the cusp of flipping BTC flows.

This is what institutional demand looks like.

Still...there are many investors sidelined - after 4 years of lack luster price performance many lost conviction in ETH - even now we're still $1,200 down from 2021 all time highs.

But maybe all they needed was patience.

If ETH is the next institutional grade crypto asset then multi-trillion Ethereum is pre-programmed - the sideliners will be forced to catch up.

The bet for ETH is simple.

Institutional demand is the driver this cycle.

ETH is the next institutional asset.

Tom Lee said it best.

ETH is the next bitcoin.

[RYAN SΞAN ADAMS @RyanSAdams]

TL;DR: ETH Bull Case

- ETH undervalued vs history
- Supply constrained
- Institutional + ETF demand rising
- DeFi activity surging

Report by @JustDeauIt

Download
https://t.co/ge7A00GXwf

Dune
https://t.co/W8YqRaYJlL

Q2 livestream tomorrow at 11am EST
https://t.co/inxAY6iKvm

[Ray Dalio @RayDalio]

Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt, which is now about 6x of the money taken in, 100 percent of GDP, and about $230,000 per American family, will rise over ten years to about 7.5x the money taken in, 130 percent of GDP, and $425,000 per family. That will increase interest and principal payments on the debt from about $10 trillion ($1 trillion in interest, $9 trillion in principal) to about $18 trillion (of which $2 trillion is interest payments), which will lead to either a big squeezing out (and cutting off) of spending and/or unimaginable tax increases, or a lot of printing and devaluing of money and pushing interest rates to unattractively low levels. This printing and devaluing is not good for those holding bonds as a storehold of wealth, and what’s bad for bonds and US credit markets is bad for everyone because the US Treasury market is the backbone of all capital markets, which are the backbones of our economic and social conditions. Unless this path is soon rectified to bring the budget deficit from roughly 7% of GDP to about 3% by making adjustments to spending, taxes, and interest rates, big, painful disruptions will likely occur.

[zk V e r i f y @ZKVProtocol]

🧵 1/ 𝗧𝗵𝗲 𝗡𝗲𝘅𝘁 𝗕𝗶𝗴 𝗧𝗵𝗶𝗻𝗴 𝗶𝗻 𝗖𝗿𝘆𝗽𝘁𝗼? 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗗𝗲𝗙𝗶.

DeFi has changed the game: Anyone can trade, borrow, lend, or invest without asking permission.

But there’s one problem: 𝗘𝗩𝗘𝗥𝗬𝗢𝗡𝗘 can see 𝗘𝗩𝗘𝗥𝗬𝗧𝗛𝗜𝗡𝗚.

zkVerify is helping change that. Here’s how 👇

[Horizen @horizenglobal]

What is Private DeFi, and why does it matter?

Today’s DeFi exposes the transaction history of millions of users, traders, and institutions and how they move millions of dollars daily.

Do you want control of your finances back? Private DeFi is the way.

[Oguz Erkan @oguzerkan]

Ray Dalio sees the future.

He said, "The US is going into a death spiral of debt."

Few weeks later, Moody's downgraded the US credit score, citing the mounting government debt.

What Ray Dalio sees coming next is disastrous: 🧵

[Horizen @horizenglobal]

This unlocks new possibilities for builders:

– Smart contracts with embedded confidentiality
– Onchain credit scores without doxxing your financials
– Front-run-resistant DEXs
– KYC that reveals only what’s required
– Verifiable AI agents that don’t leak your data

This is beyond hiding your wallet history.

[Rob Viglione @robviglione]

Everyone's first instinct when markets turn is to cut costs and hide until the storm passes. But as a founder who's navigated multiple crypto cycles, I've learned something counterintuitive: the best defense is a strategic offense.

At @HorizenLabs, we're taking a dual approach to the current market:

🔸 Going to production immediately - We're launching both Horizen 2 on Base and @ZKVProtocol despite market conditions. Why? Because waiting for perfect market timing is a fool's errand. The best projects launch in bears and scale in bulls.
🔸 Pursuing aggressive new revenue streams - We're finalizing major JVs and validator partnerships that open entirely new markets. Our @ZKVProtocol pipeline already has 40M+ annual proofs lined up - nearly 3x our original goal of 15M.

The market rotation toward fundamentals is accelerating and that’s a good thing we all needed. You need to be in production for fundamentals to matter, you can't keep talking theory when the market demands results.

For builders navigating these markets: don't just hunker down. Look for the opportunities this environment creates. Partners are more responsive, deals move faster, and you can filter out fair-weather allies from true believers.

Remember: most iconic crypto projects were built in bear markets when they could focus on substance rather than hype.

The question isn't whether you'll survive this market, it's how much stronger you'll emerge when it turns.