My Zcash investment thesis

My Zcash investment thesis

I simply share my analysis of why I think that Zcash (ZEC) might be a good investment mid- to long-term as a high beta play, this post is not an id...

#Zcash

AI agents will need embeddable crypto wallets to pay other AI agents and services. Assuming that AI agents are rational actors, do you think they would prefer all of their economic activity to be transparent or private?

I want every financial regulator and bank compliance officer to loose their job. It's such just a waste of human potential that could surely be put to more productive use.

Use money that cannot be debased to escape inflation. Use money that cannot be traced to escape confiscation.

What's worse than having no privacy tech? Widespread privacy tech where most people think that it's good enough, but it isn't. It's the perfect honey pot. That's what has been happening with Tor for many years and I'm afraid that it will happen in crypto as well.

With the rise of AI you can be sure of one thing for the future: All the information that could be derived from a blockchain will be derived from the blockchain. It’s going to be perfect privacy or none. No shadows left to hide in.

By accident I ended up on the phone in Switzerland today with a fellow German from the same region where I grew up. Just your average Joe, telling me the same story: It's going downhill in Germany, no job opportunities, worse security, grim outlook. He left over 10 years ago and already became Swiss. Quote: "Switzerland is still like Germany during the times of the Deutsche Mark." I agree, I just hope Switzerland will never join the EU. The only people he knows from his hometown who stayed are the ones who inherited real estate or have secure state jobs. There is a quiet exodus of the productive people going on, it will be almost impossible to reverse course in the future. Good luck Germany 👋

When you are investing in altcoins, then BTC is the benchmark. When you are investing in ZEC, then XMR is the benchmark. So from an investment perspective, for ZEC to be worthwhile, it has to beat both BTC and XMR. I'm curious how that will develop over the coming years.

CBDCs are great. They'll sell the normies on the product category. Selling them a better product in the same category afterwards will be easy. "Hey, you want that, but without transaction fees, arbitrary account freezing, and full privacy?"

Instead of the government taking my money and putting it into a Bitcoin reserve, I would rather keep my money and put it into my own Bitcoin reserve. Thank you very much.

"It is the obsessive technological drive to eliminate all flaws that risks producing an excess of them — even in terms of the body’s mechanical function."

2025 – Sexuality and Love in the Era of A. I.

Some time ago, I read a newspaper article about reproduction through sperm donation.

Why should you use a stateful hardware wallet? A hardware (HW) wallet drastically reduces the attack surface. By contrast, a computer can be hacked much more easily, allowing an attacker to steal your key material. Whenever you sign anything with a HW wallet, always verify the destination address, amount, and fee on the wallet’s own display, because a compromised computer may show you something different from what you are actually signing. A stateful HW wallet lets you keep the key material (the seed phrase) in a more secure location than your computer. Ideally, it should contain a secure element that makes extracting the key material significantly harder, though you should still assume it could eventually be broken. If you use a stateless device such as the SeedSigner or Jade (in stateless mode), you must carry the key material with you. This makes it far easier to steal or, even worse, to copy without your knowledge.

"Legal plunder can be committed in an infinite number of ways. Thus we have an infinite number of plans for organizing it: tariffs, protection, benefits, subsidies, encouragements, progressive taxation, public schools, guaranteed jobs, guaranteed profits, minimum wages, a right to relief, a right to the tools of labor, free credit, and so on, and so on. All these plans as a whole—with their common aim of legal plunder—constitute socialism." - Frédéric Bastiat, The Law, 1850

Hello world 👋