Alpha Tracker retweeted
Another major investment in America thanks to President Donald J. Trump and Republicans!
Yesterday, President Trump was in Texas highlighting the economic success his policies have delivered.
We're proud to be part of that momentum.
T1 is building G2_Austin, an advanced photovoltaic manufacturing facility in Texas, with an estimated 2.1 GW Phase 1 capital expenditure in excess of $500 million. G2_Austin is expected to create an estimated 1,500 high-paying advanced manufacturing jobs with a $120 million payroll in Milam County, Texas, while helping to reshore a critical industry.
This investment would not have been possible without the leadership of President Trump and his administration.
We are investing big in America, because it is the greatest country in the world. 🇺🇸
Yesterday, President Trump was in Texas highlighting the economic success his policies have delivered.
We're proud to be part of that momentum.
T1 is building G2_Austin, an advanced photovoltaic manufacturing facility in Texas, with an estimated 2.1 GW Phase 1 capital expenditure in excess of $500 million. G2_Austin is expected to create an estimated 1,500 high-paying advanced manufacturing jobs with a $120 million payroll in Milam County, Texas, while helping to reshore a critical industry.
This investment would not have been possible without the leadership of President Trump and his administration.
We are investing big in America, because it is the greatest country in the world. 🇺🇸
Alpha Tracker retweeted
Cypherpunk mined and added 5,944.17 ZEC to our treasury in September (Sep 1–30), at 94.4% fleet uptime.
As of 9/30/26, we ZODL 332,361.67 ZEC, ~1.96% of the network.
Onward.
Alpha Tracker retweeted
🚨 THE SIGNS THAT THE AI BOOM IS BUILT ON FAKE REVENUE ARE NOW HERE.
Here is what is really happening 🧵
lmao
it took Zcash devs less than 24h to design against the recent fearmongering
in fact, Zcash will be resistant (on transparent side) by January
$10,000
Here's our plan for quantum-safe, unlinkable, rotating taddrs. Possible with Zcash, today.
While others are worrying about the viability of rotating transparent addresses, we're already solving linkability.
zakura.com/engineering/trans…
Alpha Tracker retweeted
New Short Thoughts article - The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Indicator
Denial is most easily found in market breadth indicators. I follow one in particular that seems to give a strong signal every few decades.
Alpha Tracker retweeted
The Epoch project was created to stay ahead of threats to crypto.
Zcash has proven this past year how quickly we address challenges with 3 upgrades happening in 6 months. Zcash defenders don’t rest, so that Zcash users can.
nitter.gq/ShieldedLabs/status/21…
Introducing Epoch, Shielded Labs’ new research and engineering project focused on hardening Zcash from future threats:
AI-powered hackers
Quantum Computing risk
Adversarial governments
We plan to achieve this through formal verification of critical code and by deploying “post-everything” cryptography.
Epoch will ensure Zcash remains designed for the threats we face today and for whatever comes next. ⤵️
Alpha Tracker retweeted
how it feels when you poop and the water splashes back on your cheeks and tight little hole
It’s important for your future that you understand Zcash. You can’t have zero knowledge about zero knowledge.
Thus, this year's Network State Conference will include a Zcash Zummit, featuring Zcash leaders Zooko Wilcox (Shielded Labs), Sean Bowe (Tachyon), Eli Ben-Sasson (StarkWare), Josh Swihart (Zodl), Josh Lee (Vizor), Dev Ojha (Zakura), Evan Forbes (Valar Group), Maxime Desalle (Winklevoss Capital), and Tom Howard (Zcash Labs).
In-person attendees will even receive some free ZEC. So: come to Singapore on October 9.
ns.com/conference
Alpha Tracker retweeted
Picomatch does around 500M downloads a week.
One developer maintains it. His name is @jonschlinkert.
His work makes up around 7% of all Node.js downloads.
He's never been funded. We're changing that, and 100% of fees go to his GitHub.
Alpha Tracker retweeted
Assets you swore you'd never sell:
- HYPE
- ZEC
Assets you can now instantly borrow up to $100k against instead of selling:
- HYPE
- ZEC
Guess that works out.
Alpha Tracker retweeted
7.4% through 2049 if anyone wants a piece of data center debt kinda backed by Meta...
The scalability upgrades accelerating performance to 50,000 TPS
Dev Ojha (@zkDragon) explains how Zakura is rebuilding Zcash infrastructure for scale:
0:00 - Why Zcash needed a new full node
3:01 - The path to 50,000 TPS
7:02 - Building the most hardened Zcash node
8:35 - What’s coming next
Alpha Tracker retweeted
“Regarding memory chips—which have seen the sharpest price surges this year—Chen observed that while many industry players continue to publicly predict price increases extending through the end of next year, the reality is that inventories are actually overflowing. Suppliers from mainland China are flooding the market with volume, acting as price disruptors; as for this period of price volatility, "those in the know understand the situation."”
Acer CEO says memory chip supply is rising. Remember the shortage in normal RAM was created by repurposing for HDM but now the production for normal RAM is ramping up - as it always does .
money.udn.com/money/story/56…
Alpha Tracker retweeted
Cypherpunk mined 3,023.13 ZEC in our first 14 days of mining (Aug 18–31), at 95% fleet uptime.
As of 8/31/26, we ZODL 326,417.51 ZEC, ~1.93% of the network.
Onward.
Alpha Tracker retweeted
Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down.
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.
2. Competition is coming up fast, slowing benefits incumbents.
3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery
4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
































