Skip to content
Archive

Post

Back to @QwQiao

Q QwQiao
qw
@QwQiao

think over a ~3 year time horizon crypto will meaningfully outperform stonks, and zcash will outperform the rest of the crypto

· 70K Views

37 Reposts 10 Quotes 643 Likes 114 Bookmarks
replies reposts likes
60 replies collected of 69 X reports
ioachim viju @IoachimViju · A

@QwQiao zcash cabal pump

7
risk/reward @read_the_tape ·

@QwQiao Damn. He’s back. Surely not the entirety of “crypto” tho? 🤨 What’s the thinking behind Zcash aside from what’s already in the widespread narrative on CT?

1 2
YonLe @thanhtan1105 · D

@QwQiao 3y gives enough runway but zcash still needs applications that actually embed shielded flows into daily use.

2
S.A. @Wagmi_forever · D

@QwQiao Do you really believe in ZCash, or are you just saying that because you're interested in advertising?

1 9
Melio @MelioHL · 13K D

@QwQiao i respect the conviction on zcash but $ZK is where the real asymmetric risk is rn

1 3
Sqwezee.hl @M1ttelmeer · D

@QwQiao the privacy narrative never lands until its the only thing left standing u might be onto something

2
Somo @somonaut · 16K

@QwQiao agree

2
Nua Rebirth @thenuarebirth · D

@QwQiao outperform above and beyond the reversion would be the best case lots of lost ground to cover

1
Hex @hexinshalla ·

@QwQiao sounds like a trash talk, whats your bull case here make your point

3
Jenkins @_Olivetree_7 ·

@QwQiao Lmao

5
Herrsosa @HerrSosa9 ·

@QwQiao In that world (and in the world of AI), how do you think DeFi will fare?

1
phazed @Phazed00 ·
2
SuckyTrader ⛏️ @suckytrader · C

@QwQiao yes but dont sleep on ore, imo itll out perform zcash

4
Victor Vernissage @tech_mingler ·

@QwQiao how are you people still shiling Zchash. There are some real programmable privacy protocools like Aztec and Aleo. It's like saying you like Bitcoin more than Ethereum.

4
mert @mert · 1.9M A

@QwQiao big news

1 84
iCrypto @balanced818 ·

@QwQiao bingo

1
obama @sicsemperfiat ·

@QwQiao @mert Oh shut up

1
𝗔𝗸𝘂 @akuxbt · 10K D

@QwQiao amazing news

1
Bᴇʀʀʏ | ☂️ @not_berryy3 ·

@QwQiao @jswihart damn he’s back

1
Macro Bombastic @MacroBombastic · 10K D

@QwQiao Zcash is the play, privacy is the endgame. Solid take bro.

2
B A C C H U S @BacchicBard · C

@QwQiao When podcast

1
Ravengod @ravengod_x · D

@QwQiao Now that’s a message I can get behind.

1
Ubik Capital @ubikcapital · D

@QwQiao hard to bet against crypto over a 3 year window. the infrastructure and real world utility are moving way faster than people realize

Emergence Media @_EMAgency · A

@QwQiao Bookmarking this for 2029

Strider @0xStrider ·

@QwQiao Would love to read / hear more about the nuances of this thesis from you! Do you have any podcast appearances planned soonish?

MINNI🐰 @Minninfts ·

@QwQiao ummm can't trust anything rn with recent cases

Potion @potionalpha · 64K A
1
yurii @kyparus · 15K D

@QwQiao there's no doubt about it, we can look back three years and compare it to the present the difference is enormous

tufu(恩师Tom LEE) @tufubaba_eth ·

@QwQiao What is the core basis for zcash's superiority over other cryptocurrencies? Is it in the privacy coin sector or something else?

original · zh

@QwQiao zcash优于其他加密货币的核心依据是什么?隐私币赛道还是别的?

Sha(lom) @eternalsha · D

@QwQiao What happens to zogcash and xmr if privacy solutions are implemented on btc

2
clip that @blocmeme · D
1
Hedge @Fadhlyap · C

@QwQiao where i can collateral zec

Brad 🧙‍♂️ @Zkbrad ·

@QwQiao Wen list

Milly Billy @millybilly51 ·

@QwQiao @mert That’s not saying much since cryptos are down so much so far this year

Crypto Ernpreor @otF3suDqNoK8d9D ·

@QwQiao My strategy analysis ! as follows📈📈 👇 👇

1
Privacy Cash @theprivacycash · 19K

@QwQiao privacy is the one of the last few 100x left in crypto.

5
Sunrise @PinkiXBT ·

@QwQiao why???

lempire @lempireAI ·

@QwQiao Why will z cash be used instead of private stablecoins?

帅帅🐂🀄️ @ssovoovo · 30K A

@QwQiao I totally agree, hahaha

Tina @TinaJucyBlue · D

@QwQiao zcash over everything is kinda wild, what's the actual thesis beyond privacy vibes

1
Rowe @DrNutcorn ·

@QwQiao By the end of this year I think we will be in a very different place

klondike @GrennHouseGas ·

@QwQiao What's your thesis? Speculative capital loves volatility, and it's hard to see stocks becoming less volatile with AI news and disruptions driving massive sectoral inflows and rotations every week Why would you, for example, shift from this environment back to crypto?

Shumo Chu @shumochu ·

@QwQiao u are back

Kyle Samani @KyleSamani · 234K A

@QwQiao @mert Being long ZEC is being short intelligence

19 36
Mark @markwasonline · C

@QwQiao What’s the zec thesis like I’m 5

AJ (UXDesignArc) ✨ @Adedamolajoke ·

@QwQiao Zillions ✨

Redacted Aeon @RedactedAeon ·

@QwQiao I guess since you said it then it must be true, no need to propose any kind of thesis behind it

Jerry Pan @stambouli_o1 · 52K B

@QwQiao o1-exchange:native will outperform zcash:native

1 6

1 replies whose parent comment X withheld

Kyle Samani @KyleSamani · 234K A

@mars_bugatti @QwQiao @mert Bet against FHE, which is a clearly downstream of intelligence

3 3

These were collected in full; the comment they answer was not returned by X.