Dan #noticing (@txds_) header
Dan #noticing (@txds_) profile picture

Swiss banker @zodl_app; views are my own

Austin, TX
Joined November 2025
Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)Photo by Dan #noticing (@txds_)
As zcash:native hits mainstream velocity, here's a little anecdote from Peter Thiel: Thiel admitted selling his Meta shares after IPO was a mistake because he believed scaling from a $100B val to $1T would be harder, when it actually turned out to be the easiest part. #noticing
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If size becomes sticky this becomes the most important product to launch on Solana since PumpFun
Today, Solana changes forever Introducing Solana Privacy Rings - encryption at the speed of Solana Rings are programmable, onchain environments for encrypting money, markets, and finance - without ever leaving Solana Now live on mainnet.
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> "Zcash has a marketing problem" > Barry said "hold my beer"
We’re all in on Zcash. Today, we’re kicking off a national campaign to support the community and also launching ZcashInvest.com, a hub to educate people and help them consider an investment in this privacy-focused asset (zcash:native). Join us in celebrating the Next Era of Crypto. #ZcashEra
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JP Morgan hasn't heard of Zcash yet
JP Morgan expects BTC to be the best performing asset of the next decade btw
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At the point where underallocated funds look around and realize that if they don't own Zcash, they will seriously underperform certain competitors (Multicoin, DCG, etc.). It's happened with HYPE and SOL, before that. Don't be zidelined
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and because of ETF + equity distribution, and general lack of narratives across all asset classes, you should ask yourself: Why not Zcash? Why not encrypted money at planetary scale?
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its never been more comfortable to be in zcash
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If you are buying memes on elysium, a hyperliquid L2 with no plans outside of being a hyperliquid L2, i seriously need you to reevaluate your life
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We should be building Zcash into a holy encrypted asset that is usable and moves at light speed. Anything else is a distraction or sin Milady in Christ mode
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if you live in texas pivot to zcash
if you live in texas pivot to living in asia
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Ride or die
Every where I look, I’m buying zcash
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Interesting analytics for pundits: $ZEC front ran prediction markets, pollsters, and the elections! Zillions my guys...
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Asset allocation outperformance I expect to continue as everything (EVERYTHING) becomes financialized
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zcash into jd vance 2028 will probably be all time before family planning and kids. GL
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Never before have i felt more empowered by Zcash The only asset to bet on Communism. Quite interesting when you think about it
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when the dust settles you will get less zcash than you deserve and more zcash than you need
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Every where I look, I’m buying zcash
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Friendly reminder that @maxdesalle is a disingenuous VC corporate shill with zero credibility in the actual community of value creators in the @Zcash ecosystem. He is a liar, a bigot, and a two-faced ethically bereft individual who deserves nothing but our contempt. He's garbage.
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Communism-in-disguise will be eradicated before zcash hits mainstream
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Interesting, cool its all semi-published. Some things discovered: Scaling made results worse. As budgets grew, cost per download went from about $176 to $640 to $850, and then to about $4,300 at Amsterdam. Berlin got roughly 30% of its own 300-wallet goal on the largest single grant. Paid acquisition is supposed to get cheaper as it scales, and this went the other way lol The metrics can't show adoption; "Conversations" are counted as condoms handed out. So nothing shows ZEC actually being used, which is the bar i think we should set? Most of it is payroll. About $172K a year is pay, and the lead alone is about 24% of the total ask. At this point it's a funded marketing team, not event funding, and it should be held to team-level KPIs. bro im just ngl $4k/download is just insanity 😅
Replying to @txds_
There's a detailed accounting of all spending on the forum. You do not see what you do not look for. Your ignorance of it is a you problem. Assuming we do not report expenses is a bad faith assumption that I'm tired of being subjected to. The world is bigger than your X timeline.
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I'm not joking about the condoms... The ETHDenver report says "+275 individual interactions talking about ZEC (measured in # of 'Protection is ZECsy' condoms given out)" The workshop application lists the same method as a tracking metric, and the ETHCC and DWeb reports repeat it.
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It is a bit like I am in a Zcash echo bubble, which is fine, necessary dialogue for us to build an asset that outlives us
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You have the ability to shape Zcash: building, debating, voting. The future is bright!
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