
{Privacy} Thesis keeps playing out ⫷Contributing @anonpankucartel⫸
🇦🇷
Joined March 2022
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As part of the Aztec Foundation's restructuring, my time at Aztec has come to an end 🫡
I have no doubt that privacy is something we must continue fighting for. I'll be rooting for the team as they enter this next phase.
For what's next, I'm making the contrarian 2026 move: NOT pivoting to AI.
I want to double down on crypto and find the right product management/ecosystem role to do it.
See you on the trenches
It's kinda the perfect moment for projects with formal verification to push that narrative as hard as possible ngl
A lot of people think riding the privacy wave means trading dogshit Zcash derivatives 👇
That's the easiest way to miss the most important wave of the decade and end up regretting your whole life.
Pick the right horses and let your thesis play out while comfy in spot
Pumpfun's vertical integration across the onchain casino stack is insane
You can't beat these guys
Ways I've been getting my dopamine lately:
- Opening TradingView to check prices
- Refreshing Email to see if any of my interview processes have moved forward
- Checking Twitter DMs to chat with interesting people
- Talking to potential users of my side projects
I don't know who needs to hear this, but one of the most valuable lessons I've learned in product is that the most important question you can ask a potential user is:
"How are you solving this problem today, and what would it take for you to switch to our solution?"
Testing a new video newsletter format.
"The Anonymity Set"
A weekly roundup of what's happening in the privacy space
If you can already understand today how private smart contracts are going to change the world, you're destined for greatness.
I instantly mute anyone who spends days pushing a strong long or short thesis, then rewrites history and claims they were "just hedging / derisking" when the trade goes wrong.
No one can predict the market, and being wrong is perfectly fine.
But trying to psyop everyone into believing you were right all along when you clearly weren't is pure noise, and I have zero interest in reading anything you say again.
Fran ~ priv/acc retweeted
The current bottleneck for programmable privacy is that it hasn’t been made scalable.
Generating cheap and fast compact proofs that are good enough to deliver a seamless programmable privacy experience at an internet-scale is currently not possible without adding friction to the end-user story or outsourcing trust to third-party services to manage the infrastructure at the risk of leaking privacy and possibly losing sovereignty.
Programmable privacy will have its BBM moment and take off when this is solved; until then, simple privacy solutions like ZCash and even Tornado Cash will remain the default privacy choice for many.
Study Aztec, Study Noir
CARDANO $ADA FOUNDER CHARLES HOSKINSON IS DEVELOPING A NEW PROGRAMMING LANGUAGE FOR THE NETWORK TO ENABLE SMART CONTRACTS TO EXECUTE TRANSACTIONS AND VERIFY CONDITIONS USING CRYPTOGRAPHIC PROOFS
Fran ~ priv/acc retweeted
i think a lot of people in the blockchain space need to read the cypherpunk manifesto.
Public blockchains are a surveillance state's dream come true.
Permissioned networks are not blockchains.
activism.net/cypherpunk/mani…
this chad is about to release some alpha
si el post original llega a 500 rts, hago release del workflow que use para hacer este video por menos de $25 usd.
se lo mando a todos los que lo hayan compartido y me lo pidan ;)
I get sooo bullish on my portfolio whenever I see posts like this and A*T*C is nowhere to be found. The ultimate anti-tourist coin.
The holder base is slowly growing, purely long-term believers.
The punks are coming together.
Fran ~ priv/acc retweeted
Most people don’t realize that @aztecnetwork’s game in privacy is basically unmatched
No other network works like this

























