Mac retweeted
约翰·麦卡菲被问了无数次“成功的秘诀”，终于懒得再装了。
他直接说：你不会喜欢这个答案。
许多人终其一生都在拼命努力、频繁试错、疯狂内卷，结果依然在原地打转。
不是能力不够，也不是机运未到。
因为你本质上是一个被死死拴在海底的气球。
气球生来就该向上浮。
真正把你按在深水区窒息的，不是天赋的贫瘠，而是你身上的负重：
恐惧、怨恨、失望，以及对受害者身份的执念。
这些烂绳子不斩断，你再怎么折腾，也绝不可能浮出水面。
斩断它们，你浮到顶端只是一种物理必然。
麦卡菲给出的解法极其冷酷，只有一句话：
立刻切断，绝不恋战。
伴侣惹毛你、合伙人背刺你，如果你在 10 秒钟内还无法翻篇，这局你就已经彻底输了。
因为那已经是过去。
10 秒前是过去，10 小时前是过去，10 年前同样是过去。
在这个物理世界里，过去根本不存在。
你每多愤怒一秒，都是在用现在的生命，为死掉的幽灵支付巨额租金。
停止反刍，停止怨恨，剪掉所有往下拉扯你的下坠力量。
困住你的从来不是残酷的外部世界，而是你自己死死攥着、舍不得松手的那根烂绳子。
Mac retweeted
Well
Initially planned to buy back a smaller position. But there's only so much $ you can put on the SP500/gold for your retirement before it becomes marginally irrelevant
How do you allocate when you already have everything?
You just push forward with your best idea.
And my best idea is still $ZEC. By a wide margin. Honestly, I struggle to comprehend how the whole market is not reaching the same conclusion yet. And this is where the alpha lies i guess
People have been conditioned for a decade to believe that "you don't compete with Bitcoin". You leave Bitcoin alone, as a special snowflake, and you build other "blockchain" things aside (Defi, L1s, NFTs, launchpads, RWAs, Perps...). And rightfully so. Everyone who tried by the past got burnt hard. You only need 1 digital SoV. One chair if you will
What if this time is different? The leap of faith going from analog SoVs like Gold to Bitcoin was a phenomenal tour de force. What would it take to leap from $BTC to $ZEC? Lindy wise, what is a 7 year difference in the grand scheme of things? Is ossification still a moat in the age of AI and quantum? Isn't privacy worth a shot in a world of govs overreach?
Do you think you'll have many more chances at buying the next Bitcoin in the future? And if you discount everything I said by 90%, isn't 10% of Bitcoin's value a target worth betting on?
It's time to dream again
(chart attached for tactical management)
LGW
Mac retweeted
I care about privacy exactly for every day payments
Now I can hold ZEC hot or cold, spend it chain/currency agnostic in any currency supported by NEAR to friends or for goods (wallet does this under the hood, but manual is easy too), or use it to top up a card, without ever revealing my balance to anyone (except tax man and occasionally maybe partially an exchange to route to the bank), with fast settlements
I do this, today, for most of my every day spends
Whenever I need to provide KYC related documents, I just pull the data
Focusing on high-revenue, low-FDV (under $500M) protocols is a proven framework for smaller portfolios seeking asymmetric upside without taking on total meme-coin risks.
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