Farmer retweeted
You STILL have a say in your future. Don't let others dictate where you should be. Have the courage, fight the odds, and create the future you believe in.
Farmer retweeted
We are living in a time where we have access to infinite intelligence. People decades ago could only dream of having the tools we have right now to build a business, a career change, or a world-changing discovery.
This is the best time to be alive, and I won't get tired of saying it.
Farmer retweeted
$ZEC is an extremely misunderstood asset, which is why there's still so much upside left.
ZEC started to bottom around April 2025, when @ebfull shared a blog post about Project Tachyon. Tachyon makes Zcash quantum proof and paves the way to scale Zcash to 50k TPS. And you cannot address quantum without addressing scalability since post-quantum cryptographic signatures are going to be an order of magnitude larger.
At the risk of sounding hyperbolic, the real bull case for Zcash is to fulfill Satoshi's vision: becoming peer-to-peer electronic digital cash. What many Bitcoiners gave up on. Zcash has the same properties as BTC, except it has a credible roadmap to scale to 50k TPS at the base layer, with built-in privacy. It's extremely ambitious, but that is the vision.
At the same time, I expect Bitcoin to undergo a crisis of confidence. Crypto participants have been conditioned to blindly believe BTC will hit new highs every couple of years. I believe these assumptions will be challenged as the quantum overhang looms large, and continued underperformance will drive more flows into ZEC. I would not be surprised if BTC trades like ETH last cycle.
Peter Thiel talks about the "Last Mover Advantage." That is, it's far better to make the last great development in a market and then dominate. Facebook vs Myspace. Google vs Yahoo. Zcash has dominated a small niche (privacy), and then it plans to scale to the ambitious goal, which is peer-to-peer electronic cash.
The ZEC trade closely resembles the SOL trade last cycle. ZEC's ability to move fast challenges a slow-moving incumbent (BTC), similar to how SOL challenged the ivory tower of ETH. History doesn't repeat, but it often rhymes.
There’s a fundamental mismatch between why Zcash is going up (Tachyon + last mover advantage) and the broader market’s understanding ("just a privacy coin"). Understanding this is a form of alpha/edge. I expect this knowledge gap to close when Tachyon hits mainnet in Q1 2027.
As a result, I expect the following over the next 1-2yrs:
1) Bitcoiners will start "silent quitting" and begin hedging their holdings with ZEC
2) Capital allocators that may have full ported BTC 5 years ago, will buy both ZEC and BTC as a bet on a sovereign SoV
3) Smart crypto developers to move on from other ecosystems to start contributing to Zcash
4) As ZEC continues to outperform BTC, people will start to seriously entertain the possibility of a flippening
5) $20,000 ZEC
Zigher.
How Zcash Flips Bitcoin This Cycle
0:00 $ZEC flipping BTC?
1:20 Second Mover Advantage
3:41 Project Tachyon: Path to 50k TPS
5:39 How To Think About Zcash
13:05 How Zcash gets to $20k
15:13 Their Bias is Your Opportunity
Farmer retweeted
The first step of any new startup should be to spend $100k on tokens to ruminate on the concept. New chips, new launch vehicles, new robots, etc etc all should have $100k tokens put into them as the very first step.
Farmer retweeted
this year alone: formal verification, block time speedups, PIR, quantum recoverability, and an entirely new node client
tachyon and full quantum proofing on track this very second!
this shows that "ossification" is empirically and demonstrably incorrect. there is absolutely zero argument there.
"if idea that I like doesn't get accepted by the node operators and devs, then it's ossified" is a false and emotional frame
zcash adds, evolves and upgrades plenty -- and is arguably top 2 in all of crypto right now on this specific dimension
Farmer retweeted
Akash was built on one belief: the cloud should belong to everyone.
The Akash core team believes our next chapter is on Solana, where the DePIN movement thrives.
This is your network, so you decide. Vote on Prop 346: mintscan.io/akash/proposals/…
Why Solana: akash.network/blog/why-we-se…
Farmer retweeted
What a beautiful front end.
We're excited to open our @HastraFi optimizer for public deposits soon.
Very soon.
Farmer retweeted
HEAR YE, HEAR YE! THE KINGDOM OF HASTRA SUMMONETH ALL SEEKERS OF GLORIOUS YIELDS!
HARK! SIR @phtevenstrong DOTH BESTOW UPON THEE HIS WISDOM, REVEALING THE FINEST YIELDS THROUGHOUT THE REALM!
HuuuuuuuZZAH! ⚔️🏰
@HastraFi
Since @mezzanine_fi's first vault will be a @HastraFi optimizer, let's take a look at the best yields in the Hastra ecosystem at the moment.
First, Hastra Base Yields
⇒ SMB: 6.76% APY
⇒ AUTO: 10.41% APY
⇒ PRIME: 6.15% APY
⇒ wYLDS: 3.52% APY
Now, Leverage and Tranches:
1. @kamino: The Hub of Hastra Leverage on Solana
➢ AUTO/wYLDS FIXED borrow: 25% APY
➢ PRIME/CASH 14.6% APY
2. @Morpho: The Hub of Hastra Leverage on EVM
➢ AUTO/USDC: 59.6% APY (low liquidity)
➢ PRIME/AUSD: 17.5% APY
➢ PRIME/USDC: 13.5% APY
➢ PRIME/PYUSD: 12% APY
3. @ExponentFinance: Solana's Yield Trading and Tranching Venue
➢ Senior AUTO: 11.36% APY (incentives)
➢ Junior AUTO: 18% APY (no incentives)
Farmer retweeted
The first Mezzanine vault just got bigger.
Prime Loop is now the Hastra Optimizer. It can draw on two @HastraFi assets: PRIME, which earns from home equity lending, and AUTO, which earns from consumer auto loans.
AUTO currently pays a higher native rate than PRIME, and a second source means the vault isn’t tied to one rate or one market’s capacity.
More room to find yield, more room to grow, all within the Hastra ecosystem.
Two yield sources in one tranched vault isn’t something you see often. Same two seats (junior and senior), more fuel.
Farmer retweeted
Do the labs have better algorithms for breaking crypto?
Independent of the answer, the most important thing is to have crypto agility. Zcash has proven this, with 3 upgrades happening in 6 months, and Tachyon planned for January. The protocol design has plans for how to turn off features to enable safe protocol upgrades. This is what Quantum Recoverability is, and it applies equally well if there's a non-quantum ECDLP attack.
We're equipped on multiple fronts to protect against future bugs. In the next cryptography upgrade, coming January, already slated features are:
- PQ transparent
- Switching to Tachyon
What people don't realize about Tachyon is it switches us to R1CS, and enables far more crypto agility away from elliptic curves. The nullifier derivation no longer depend on elliptic curves. We get far greater SNARK agility and can very quickly move to STARKs when any crisis comes.
Today's Zcash transparent UTXO's give a better security guarantee than an ETH address. @ZakuraZcash has solved the privacy and performance problem that were blocking rotating T-Addresses natively in the wallet. This is done using PIR to fetch balances, and its already live in Vizor. So its a short UX leap to get this backup plan.
In January, the Transparent pool will be upgraded to support hash based sigs, that can later be STARK aggregated.
Farmer retweeted
Choose your fighter.
Junior is the Yield Maxxer. Higher share of the yield, first in line when losses hit.
Senior is the Coverage Maxxer. Smaller share of the yield, with junior's capital standing in front of him.
Same vault, same strategy, two seats.
Pick your side.
Farmer retweeted
Fam! We have been cooking and it ain't just another move.
It is a fundamental shift in how we think media can bring about change.
zFLIX.fun will build the tools & kick start conversations as THE media for financial privacy View article
Farmer retweeted
We spend a lot of time asking what AI will take away from us. I’m more interested in what it gives us permission to do.
Diseases we considered incurable.
Problems we considered too complex.
Companies we thought required thousands of employees.