Boye

quantus:native bull case, one liner = quantum zcash. The tailwind tell > cybersec stocks are at ATH and continues to rip > AI accelerates quantum risk nitter.gq/drakefjustin/status/21… The bet > quantus:native, your private quantum secure money is the only 'call option' on if quantum risk materialises The asymmetric reflex upwards > bottlenecked by being purchaseable only via Near.com or @rhea_finance > pre-FOMO or other listings for distribution > tiny float that it only takes ~$4m to 2x this > liquidity pool so thick at about $16.2m that any whale can size $ millions into this with minimal slippage > everyone is locked up until a year later, else it's just daily mining emissions of 1,956 QTC/day which is absorbable ASSUMING they decide to sell quantum resistant private cash > At $141, this equates to ~$38m mcap, zcash:native is at $22b. 578x upside. And if not this is probably the fairest "seed" pricing you'd get vs plenty other infra wtv cashgrab > No way the whales in ZEC wouldn't funnels millions into this The backing > Near's a phenomenal partner that's shipping mad, they are basically the Solana of this cycle > QTC also rides on this momentum

This blew up more than I expected, thank you to everyone who read it. Since the article went out: • The near:native listing is imminent. The QTC token contract on NEAR went live on 28 Sept and a solver has already registered on it. • Price is now hovering around $100 per quantus:native • Hashrate has tripled with it, and @QuantusNetwork now puts the cost of mining a coin at around $45 to $80 Now for the interesting part. I've been monitoring the Quantus github and there have been some potentially huge developments over the past 48-72h. Back in July, NEAR became the first major chain to let you switch your account to a quantum-proof key. The switch is one transaction and you keep your account and everything in it, but you need a wallet that can create and hold that kind of key, and today that's one wallet, @MeteorWallet Quantus built its whole chain on ML-DSA, the NIST post-quantum signature standard, which is the same scheme NEAR adopted in July. So its wallet already makes the kind of key NEAR now accepts. In the past 72h Quantus pushed code to GitHub that lets a Quantus wallet, including the offline cold wallet, be the key to a NEAR account: open an account where it's the only key, sign any NEAR transaction, and sit as a voting member on a NEAR treasury through Trezu. As far as I can tell that makes the Quantus cold wallet the first offline quantum-proof signer for NEAR. This is exact gap Near One's CTO, Anton Astafiec (@_bendersgreat_) flagged in May, when he wrote that current hardware wallets don't support quantum-safe signing at all and the goal was "to collaborate with hardware wallet manufacturers to bring new solutions to the market as soon as possible." It hasn't been tested live yet, by their own notes, and it doesn't cover Intents swaps. But put it next to the rest of what we know: - Quantus maintains forks of NEAR's core software - NEAR's bridge factory deployed the token contract - NEAR Foundation is co-hosting the QDay conference - And now a Quantus key can sit on a NEAR treasury That reads like two teams building together rather than a project getting listed. So the questions I'm now asking are whether the Quantus cold wallet ends up as the default quantum-proof key for NEAR, and whether NEAR's own treasuries end up with one on them. If either is yes, next week's listing is the smaller of the two stories.

🔴 A very interesting shift in capital just hit base:0x23a2847d772803f9efc64b4277b782b06296fe51 🔴 A brand new base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf whale has just made the single largest USD buy on $DOT @usedotai since inception This wallet bought 25k worth of $DOT (2.9m DOT tokens) at 7.2m mcap More and more $VVV whales have began racing their way to the top 10 @usedotai holder list This week we have seen big $HYPE and $VVV wallets splashing their way in Stronger capital is accumulating @usedotai as liquidity matures Bigger buys are coming in, with less and less slippage affecting the chart As $DOT liquidity hits 550k, this is a significant milestone for the project, community, and @usedotai team @usedotai is on a fast pace to hit 1m in liquidity If this behavior repeats across multiple wallets, the resulting increase in unique holders and sustained bid-side liquidity can materially change $DOT ‘s market structure Info per @nansen_ai Wallet below 👇🏻🔴 basescan.org/address/0xAf4c9… app.nansen.ai/profiler?addre…