Swizzle

Seeing an increasing number of new pairs survive their first couple days so far in January. Maintaining mindshare, and holding floors.
Just haven’t had any escape the trenches and appreciate into mid cap territory
That’s the next step we want to see for a true, healthy on chain season

Being measured and sophisticated with our thoughts was ev+ for a while there.
It feels like it’s nearly time to get really really dumb again though

It feels like it’s time to re-enter Solana

Fomo PnL cards during a bull run are going to be insane

For those wondering what exactly actually went down with all the $ZEC drama this morning, this is a pretty thorough and helpful breakdown.
TLDR: Complete nothing burger. BTFD

ZEC attempting a picture perfect sweep of the 470 area

I love when your friends have the same bag bias as you so when you say to the group chat you are buying the dip on x, they say “that’s a smart idea”
It doesn’t typically make me wealthier, but I do feel validated

Typical approach in crypto for PMF has been:
Usability —> scalability —> privacy (we are here)
Problem is building privacy into existing infrastructure as a top layer is a major bottleneck
Zcash:
Privacy as a foundation —> usability —> scalability (we are here)
Building on $ZEC may be the most Asymmetric opportunity of 2026

I think SkyClaw might be my quant

Altseason
(Except it’s only Zcash)

I’m in the poker room and they just called open seats for GCR and Naval, what is going on man

Bought a lot of Fartcoin at 360m

Playing WPT next few days
Most people play poker to try to make money. I flew to vegas as a way to forcibly distract myself from doing too much in the markets right now lol