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RT Chun
Zcash’s latest rally is a narrative bid. A big market cap does not mean a coin earned its place. Sitting near Solana and Hyperliquid on a ranking list does not mean Zcash does what those two do.
The launch was not fair. For the first four years, 20 percent of every block reward was taken as the Founders’ Reward. That money went to founders, staff, advisors, and early investors. It added up to 2.1 million ZEC, or 10 percent of the 21 million cap. Bitcoin paid miners. Zcash also paid a company and its backers. When that first cut was supposed to stop, a similar 20 percent cut came back as a “development fund”. A coin that writes itself into the block reward should not be sold as clean, neutral money.
The cut did not buy a real economy. Privacy was the sales pitch. Using it was optional. Open addresses stayed the easy path for exchanges and simple wallets. For most of Zcash’s life, most coins sat in the open. Optional privacy is marketing. Default privacy is the protocol. Management stayed a board fight: Electric Coin Company, the Foundation, Bootstrap, the brand name, the wallet, and who gets the cut. In January 2026 the whole ECC team left and said they were pushed out. That is not a side issue. That is how the project runs. A base-layer team that cannot stay in the same building as its nonprofit board is not “decentralized.” It is broken at the top.
Then came the security mess the market is already trying to skip. In May 2026 a serious bug in the Orchard pool was made public. It had been there about four years. In theory it could create fake ZEC with no clear on-chain trail. Because the pool is private, nobody can prove fake coins were never made. Ironwood in July closed the old pool and forced coins through a gate. That is cleanup, not a reason for a top-ten price. A money whose private supply cannot be checked like Bitcoin, and that needed an emergency fix after a four-year bug, is not “hard money.”
The point is plain. An unfair launch, a team cut without a matching product, years of board drama, and a four-year hole in the private pool are not the record of a top-ten network. They are the record of a story coin. Solana and Hyperliquid can be disliked for their own reasons. They still clear real use. Zcash cleared a listing and a squeeze. Those are not the same thing. Mixing them up is like sending 701.4 of the wrong asset, or treating EST and EDT as the same hour.
Zcash’s latest rally is a narrative bid. A big market cap does not mean a coin earned its place. Sitting near Solana and Hyperliquid on a ranking list does not mean Zcash does what those two do.
The launch was not fair. For the first four years, 20 percent of every block reward was taken as the Founders’ Reward. That money went to founders, staff, advisors, and early investors. It added up to 2.1 million ZEC, or 10 percent of the 21 million cap. Bitcoin paid miners. Zcash also paid a company and its backers. When that first cut was supposed to stop, a similar 20 percent cut came back as a “development fund”. A coin that writes itself into the block reward should not be sold as clean, neutral money.
The cut did not buy a real economy. Privacy was the sales pitch. Using it was optional. Open addresses stayed the easy path for exchanges and simple wallets. For most of Zcash’s life, most coins sat in the open. Optional privacy is marketing. Default privacy is the protocol. Management stayed a board fight: Electric Coin Company, the Foundation, Bootstrap, the brand name, the wallet, and who gets the cut. In January 2026 the whole ECC team left and said they were pushed out. That is not a side issue. That is how the project runs. A base-layer team that cannot stay in the same building as its nonprofit board is not “decentralized.” It is broken at the top.
Then came the security mess the market is already trying to skip. In May 2026 a serious bug in the Orchard pool was made public. It had been there about four years. In theory it could create fake ZEC with no clear on-chain trail. Because the pool is private, nobody can prove fake coins were never made. Ironwood in July closed the old pool and forced coins through a gate. That is cleanup, not a reason for a top-ten price. A money whose private supply cannot be checked like Bitcoin, and that needed an emergency fix after a four-year bug, is not “hard money.”
The point is plain. An unfair launch, a team cut without a matching product, years of board drama, and a four-year hole in the private pool are not the record of a top-ten network. They are the record of a story coin. Solana and Hyperliquid can be disliked for their own reasons. They still clear real use. Zcash cleared a listing and a squeeze. Those are not the same thing. Mixing them up is like sending 701.4 of the wrong asset, or treating EST and EDT as the same hour.
Chun: Six years ago, a Zcash team member wrote me and kept confusing EST and EDT. Communication went nowhere, I banned their entire company.
Six years later, this is still one of the best decisions I have made.
Still remember the BlockFi incident where they were supposed to send
Six years later, this is still one of the best decisions I have made.
Still remember the BlockFi incident where they were supposed to send
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怪这个,怪那个。钱是自己的,先怪自己。
周末行情很可能没有持续性。
注意力分流就应该减仓。
币安上了币被说分流,不上币说不尊重社区意见,里外里只要跌了就不行就得等着挨骂。涨多了也不行,会说是自营盘内幕盘。
你是个做交易的,不是说相声捧哏的,多想想自己做对了什么做错了什么。天要下雨你就打伞,去骂天为什么要下雨什么用?
我亏100来万我不是更难受?下次像这种MEME赚个10wu我立马开浇,谁都别想浇到我头上。
周末行情很可能没有持续性。
注意力分流就应该减仓。
币安上了币被说分流,不上币说不尊重社区意见,里外里只要跌了就不行就得等着挨骂。涨多了也不行,会说是自营盘内幕盘。
你是个做交易的,不是说相声捧哏的,多想想自己做对了什么做错了什么。天要下雨你就打伞,去骂天为什么要下雨什么用?
我亏100来万我不是更难受?下次像这种MEME赚个10wu我立马开浇,谁都别想浇到我头上。
...
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0.77买pons,现在都要1了。
0.2去买mars,杂七杂八注意力一分散,倒亏4wu。
脑子里有屎,以为是什么BSC主线,结果原来还是雨露均沾都想眉毛胡子一把抓。
不玩儿了,玩儿BSC得特么会识人术,会揣摩圣意, 我直肠子玩儿不懂。
0.2去买mars,杂七杂八注意力一分散,倒亏4wu。
脑子里有屎,以为是什么BSC主线,结果原来还是雨露均沾都想眉毛胡子一把抓。
不玩儿了,玩儿BSC得特么会识人术,会揣摩圣意, 我直肠子玩儿不懂。
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Bsc MEME周期太快了,拿不住,没有任何关于BSC MEME系列长线计划。
PVP吧。
PVP吧。
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少赚1.6M,ZEC真特么到1200了
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Binance EN: Binance Futures Will Launch USDⓈ-Margined PONSUSDT and 哈基米USDT Perpetual Contracts (2026-09-06)
硬上啊?
硬上啊?
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我自己买mars空牛来,是我自己降低资金波动同时大概率正收益的操作,这是我的操作思路和实际操作,我只是分享出来。
无论你认为我说的对还是错,做的对还是错,都和你操作的对错没有一点关系。
我的操作让我这轮牛市前1万美金赚到150万美金。在这轮牛市 150万美金又赚到600万美金。
如果我每一单,甚至这种对冲单汇率单的反向持仓单也能是正收益,那我就是纯骗子,可惜我是一个交易员而不是分析师,我胜率也就68%,夏普4。而不是全知全能。
但是如果市场没有这些韭菜,说明就不是牛市。就是因为牛市了,韭菜才多起来,才会出现这些低智言论,
我回撤1%就开始在我评论区骂娘,我做汇率单只要汇率对其中一个方向亏钱就在我评论区喷粪。
如果你管理不好自己的钱,市场会收走并让别的聪明人来帮你管理。

无论你认为我说的对还是错,做的对还是错,都和你操作的对错没有一点关系。
我的操作让我这轮牛市前1万美金赚到150万美金。在这轮牛市 150万美金又赚到600万美金。
如果我每一单,甚至这种对冲单汇率单的反向持仓单也能是正收益,那我就是纯骗子,可惜我是一个交易员而不是分析师,我胜率也就68%,夏普4。而不是全知全能。
但是如果市场没有这些韭菜,说明就不是牛市。就是因为牛市了,韭菜才多起来,才会出现这些低智言论,
我回撤1%就开始在我评论区骂娘,我做汇率单只要汇率对其中一个方向亏钱就在我评论区喷粪。
如果你管理不好自己的钱,市场会收走并让别的聪明人来帮你管理。
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牛来对冲的火星单子平了,感觉是真实山寨季,BNB拉盘那BSC热门都会拉,还是得享受牛市。
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