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Everybody looking past OMNI 5GDX5fJTQns4arM1J94wjxdA8KXFsV5qW46MLFpHpump cause so many are doing the same privacy stuff.
@theunipcs did an excellent thesis on $MASK teapawt.org/theunipcs/status/21111…
$MASK is the OG! The big runner in Q4 2026 and 2027.
Don't skip OMNI, they are cooking!
Nullmask / $MASK: the most underrated privacy coin of the cycle
$MASK is currently sitting at around $23.5m market cap ($40m FDV, with 40% of supply out of circulation and 2.16% already burnt)
i believe Nullmask is by far the most underrated privacy coin in all of crypto, and i'll explain why in this thread
let's start by looking at the top privacy coins and their market caps:
• ZCash / $ZEC: $21 BILLION market cap
• $NEAR: $6.8 BILLION market cap
these two have been by far the biggest gainers in the top 50 cryptocurrencies over the past year, and it's not even close!
if it isn't already obvious, both have run hard (and continue to run) on the PRIVACY narrative
but what's impressive isn't just their gigantic market caps
it's how much they've added in the past year alone:
• ZCash added $18 BILLION to its market cap
• NEAR added $4.3 BILLION to its market cap
all before the bull run has properly started
so how does this affect Nullmask / $MASK?
the incredible runs ZEC, NEAR, and other privacy coins have had have established beyond reasonable doubt that this is the privacy cycle
and i believe Nullmask is going to win big because it sits right at the heart of this narrative, with several key advantages that many much bigger privacy coins don't have
let's start with the PRODUCT
Nullmask makes private transactions possible across EVM chains and Solana in the most normie-friendly way imaginable
you can use your existing wallets (MetaMask, Rabby, Phantom, etc.) the same way you normally would, while enabling private transactions across major ecosystems like Ethereum, BNB, Base, Robinhood, and Solana
yes, you read that right
you don't need to learn how to use a new wallet, create a new seed phrase or private key, learn to navigate a complicated new blockchain, or deal with any of that nonsense
you can activate Nullmask's privacy capabilities on your existing crypto setup in just a few clicks
all you need to do is activate Nullmask's custom RPC and let its 'virtual private network' shield your transfers using zero-knowledge proofs
i'm simplifying the technical details to make this as normie-friendly as possible, but that's the gist of it
and this isn't just speculative stuff: Nullmask is already LIVE & WORKING on Ethereum, BNB, Base, and Robinhood
you can actually use the product and verify that it works!
but i'm bullish on $MASK for more than just the product
TOTAL ADDRESSABLE MARKET (TAM)
what makes Nullmask so incredibly bullish and underrated isn't just how impressive the product is, but the size of its total addressable market
i've never used the ZCash or NEAR blockchains, and the same is true for tens of millions of users across Solana, Robinhood, Base, BNB, and Ethereum
yet ZCash and NEAR have market caps of approximately $21 BILLION and $7 BILLION, respectively
the average crypto user may never touch the ZCash or NEAR blockchains, but they're already using Ethereum, Robinhood, BNB, Solana, and Base
and Nullmask caters to those users
this begs the question:
what is fair value for Nullmask when ZCash and NEAR are both trading at multibillion-dollar valuations?
LET'S TALK ABOUT THE TEAM
when a protocol promises something as ambitious as Nullmask does, you obviously want to know who's building it and whether they're capable of delivering
Nullmask is built by several ZCash contributors, led by Tomas Krnak
Tomas Krnak helped build shielded ZCash transactions for hardware wallets. his work was funded by the ZCash Foundation and merged into the main ZCash protocol itself
i should also add that the lead dev is doxxed and regularly participates in live interviews!
PARTNERSHIPS & INTEGRATIONS
we've established that the team has serious credentials in the privacy space and that the product is already live and working
but what about partnerships, integrations, and endorsements?
here's a list of industry players Nullmask has collaborated with in some form since launching:
• NEAR Protocol ($11.3 BILLION ATH)
• THORChain ($4.4 BILLION ATH)
• Dashpay
• Beldex
• Quai Network
the team also revealed in a recent AMA that it's in discussions with major wallet providers, including MetaMask, about potentially integrating Nullmask as an additional privacy layer
all of this for a product that isn't even a month old, by the way!
METRICS & REVENUE
Nullmask looks incredibly strong from a fundamentals perspective, but the key question is:
what do the metrics actually look like?
since the protocol launched a little over two weeks ago, Nullmask has generated:
• $37.8 MILLION in total protocol volume, averaging $2.36 million per day
• $833k in total revenue, averaging $52k per day
it has also burnt 2.16% of supply and distributed $1.4 MILLION in $ZEC rewards to holders since the token launched approximately three weeks ago (token launched a week before the protocol)
and here's the important part:
all these adoption metrics were recorded before the protocol is live on Solana, which is expected to happen next week, and mostly before it went live on Robinhood and BNB just a few days earlier
the team also has 20% of the token supply allocated to a long-term incentives campaign designed to encourage people to use the protocol and accelerate adoption
i should also add that Nullmask is now ranked #1 among ALL privacy protocols for both 7-day and 30-day revenue, according to DeFiLlama, barely two weeks after its protocol went live, and by a clear margin
this is despite the fact that
-it only went live on Robinhood and BNB a few days earlier
- it is yet to launch on Solana
- its incentives program aimed at accelerating adoption is yet to launch
the speed of adoption Nullmask has witnessed is impressive for any privacy protocol
TOKENOMICS
20% of the token supply is allocated to the team and locked for two years, meaning these tokens won't start entering circulation until at least two years after token launch
another 20% is reserved for an incentives campaign aimed at accelerating protocol adoption
the remaining 60% of supply is circulating
this means approximately 60% of the supply is currently in circulation, while the bulk of the rest won't enter circulation anytime soon
ROADMAP
• Launch on Ethereum, Robinhood, BNB, and Base (LIVE)
• Cross-chain bridge (LIVE)
• Unshield directly to ZEC wallets (October 2026)
• Launch on Solana (Q4 2026)
• NullMask SDK (Q4 2026)
• Privacy Perpetuals (Q4 2026)
TO CONCLUDE
i know Nullmask might sound too good to be true right now, and it's crazy to me that it's sitting at such a ridiculously low market cap
but believe it or not, all of the facts in my thesis above can be independently verified
i'm not going to ask you to buy Nullmask
i'm simply laying out my thesis and thought process for this trade, and explaining why i believe it could be a big one
i objectively believe $MASK will become a multibillion-dollar token before the end of the bull run, and i expect it to be yet another kingmaker trade for me
nothing in this thesis is financial advice
it's up to you what you do with the above information
NOS4A2 retweeted
Airbnb co-founder Brian Chesky is calling attention to the gap between Silicon Valley and the rest of society.
His message: AI leaders need to stop fighting, talk to regular people and invite society into the conversation.
That includes the teacher in Ohio who hears about an AI revolution but feels no part of it.
Because for many people, AI feels like something happening to them, not for them.
Think about why.
They hear about breakthroughs and extraordinary wealth. But they are left wondering what happens to their work, who makes the decisions and where they belong.
Ordinary people need ownership in the future of AI.
Which is exactly what Action Model aims to do.
Join our movement and sign up to our pledge of people-owned AI.
Heard the whole word is going up in flames
Tbf don't know much about that. Been locked in farming points in the Gulag
[beta.gulag.xyz]
NOS4A2 retweeted
Check your emails. 50 SIXR lottery winners have been selected. 👾
50 participants were randomly selected to share the $25,000 SIXR x ActionFi lottery pool, receiving $500 worth of SIXR tokens each.
All winners have been notified by email with their reward details and next steps.
A huge thank you to everyone who participated in our first major ActionFi campaign.
Didn't win? Your next opportunity is already live.
Our latest SWEEP campaign has a $150,000 reward pool, including $30,000 in lottery prizes.
Head to the ActionFi tab to complete tasks and earn lottery entries.
Security reminder: Official emails only come from [email protected]. We'll never ask for passwords, seed phrases, private keys or other sensitive information.
NOS4A2 retweeted
Development doesn’t always have to begin with building everything from zero.
Issued on behalf of @LaFleurMinerals $LFLR / $LFLRF
LaFleur already has several components that could support its path forward:
The permitted Beacon Gold Mill.
The nearby Swanson Gold Deposit.
And regional transportation infrastructure connecting the area.
For investors, the question becomes how effectively LaFleur can leverage what is already in place as it advances its development strategy.
With gold above $4,000, existing assets can be an important part of evaluating what comes next.
NOS4A2 retweeted
GIVEAWAY WINNERS
Congratulations:
@GNK22851
@Jasmine_131313
@OG_NOS4A2
Thank you to everyone who participated!
NOS4A2 retweeted
Most RWA projects are focused on bringing existing assets onchain.
@nGRND_io is taking a different route by exploring how gold can be tokenized while it’s still underground.
David Lucatch explains the idea in this conversation with @samkamani.
A different way to think about what RWA can become 👇
NOS4A2 retweeted
gm
290K+ active active users in the past 30 days.
That's what makes @nGRND_io interesting to me. It's not just about getting people to sign up, but getting them to actually come back and use the protocol.
David Lucatch shares more about the idea behind nGRND and its early growth in this podcast clip.
Give it a watch 👇
NOS4A2 retweeted
Nextech3D.ai is heading to Expo! Expo! 2026, the exhibitions industry's annual conference, Nov. 16-18 in Milwaukee.
Issued on behalf of @Nextech_AR $NTAR / $NEXCF
The buyer list includes the American Heart Association, American Bankers Association, American Academy of Dermatology and Clarion Events North America.
They're demoing Map D, Eventdex, and their new AI-assisted booth pricing tool — which automatically adjusts what booths cost as they sell, within limits the organizer sets.
More trade shows and industry events planned over the next 12 months as they push to get this tech in front of more event organizers.
NOS4A2 retweeted
Flood is now the fifth climate risk score in Eli Report, Canada's automated condo report. AISIX Solutions, the wildfire risk company behind the data, added the new hazard layer.
Issued on behalf of @AisixSolutions $AISX / $AISXF
Floods rank among Canada's most frequent natural hazards. Each property gets a one-to-ten score for river and coastal flood exposure.
That matches the existing format already in Eli Report for wildfire, heat, precipitation and wind, so one report now layers five hazards onto a single property.
AISIX intends to make the flood scores available next to insurers, critical infrastructure operators and municipal clients through its data products.
AI Artificial Intelligence
NOS4A2 retweeted
NuRAN Wireless Inc. has more than 5,000 tower sites under contract in Africa
Issued on behalf of @NuRANWireless $NUR
NuRAN finances, builds, owns and runs mobile network equipment for phone companies that want to reach people outside big cities.
It now has a US$10 million revolving credit facility, which works like a credit line it can draw from when needed.
The money is for working capital and more tower construction.
The loan can't turn into shares, so it won't dilute current shareholders.
Management estimates 125 more towers are needed to bring in more cash than it spends.
New report from the World Gold Council & Boston Consulting Group: digital gold could be a $700B opportunity — but it's still less than 1% of gold's $13 trillion physical market.
The report names 4 things needed to unlock it: trust, accessibility, utility & competitive pricing.
On trust: nearly 4 in 5 people say trust in the provider comes before putting money into digital gold. On accessibility: take-up can be up to 7x higher through familiar apps people already use.
The nGRND Gold Protocol's Staking & Rewards Ecosystem has grown to over 313,000 Participants completing 6.6M+ activities since launching Aug 6, 2026 — using Dynamic Soul Bound Tokens across Participation Streams like Learn and Impact.
Claim your participation token: ngrnd.io/dsbt
Read the full article:
The Future of Digital Gold: What the World Gold Council’s $700 Billion Digital Gold Report Means for Preserved Gold
ngrnd.io/news-gold-is-going-…
Participate. Earn. Get rewarded.
Get grounded 🪙
nGRND.io
@nGRND_io @nGRNDesg @DigItGoldGame @GAMEEToken @predictfully_ @Astra__Nova @AGORACOM @WalletV_io @CKC_SIDESHOW
@FirstClassMetal
Always do your own due diligence. This content is provided for informational and discussion purposes only and does not constitute any financial advice.
Participation ecosystem supported by a dual treasury that includes preserved gold, which is verified in ground gold.
NOS4A2 retweeted
LaFleur Minerals Ocean Partners deal is not a stream and not a discount.
The company repays with gold and silver priced at market rates, not a locked-in price.
Issued on behalf of @LaFleurMinerals $LFLR / $LFLRF
- Ocean Partners lends working capital at a standard market interest rate
- Repayment comes through gold and silver priced at market rates, not a fixed discount
- The deal avoids dilution while giving Ocean Partners direct access to refined metal
Watch the full interview on AGORACOM Hub.
agoracom.com/ir/LaFleurMiner…
Mining deep in the quarries with @Bullshot911! Don't sleep on Bull Gems on Base ⚒️💎 gem.bullshot.io/r/0xe48d06e3 #Bullshot teapawt.org/Bullshot911
Another solid week stacking GEMS and upgrading miners on @Bullshot911! ⚒️🔥
Bull GEM on Base is easily the smoothest idle miner right now. Check it out: gem.bullshot.io/r/0xe48d06e3
#Bullshot #BullGems #BaseChain
NOS4A2 retweeted
🎮 t.me/mousehous_bot
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