Gary Rizz

Lol was literally working on this exact idea today

What are you favorite sources of finance and business analysis online? Please interpret this question as broadly as possible Examples can include Stratechery Semianalysis Above the crowd (bill gurley's blog) Berkshire letters Oaktree letters a16z and sequoia blogs Citrini Not Boring The Generalist Benedict evans asymco etc

$ZAMA looks good on the daily

Privacy isn't some niche feature of crypto. Some of the biggest builders + investors in the space have been telling us for years that it eventually becomes a requirement. @KyleSamani, when Multicoin co-led Zama's $73M Series A: “FHE will alter the fabric of computing.” His thesis was simple: instead of decrypting sensitive data to compute on it, FHE allows computation while the data remains encrypted. Then @toly: “Every merchant in the world will need privacy. That's just the minimum requirement.” And here's the part I think people are overlooking: Toly wasn't just talking about privacy. Anatoly Yakovenko participated in Zama's round alongside Juan Benet, Gavin Wood and Tarun Chitra, with Multicoin + Protocol Labs co-leading. Now look at what $ZAMA actually enables: You don't necessarily need to move into a separate “privacy coin” ecosystem. The asset itself can remain BTC, ETH, SOL, USDC, etc. Shield the asset. Hold it. Trade it. Earn yield on it. While the underlying state stays confidential. That distinction matters. The internet didn't ultimately split into a “private internet” and “public internet.” Encryption became a layer of the internet itself. HTTP → HTTPS. Zama is making the bet that the same transition happens to blockchains. Public blockchains → encrypted public blockchains. And if finance actually moves onchain, I have a hard time seeing institutions broadcasting every balance, trade size, position and strategy to the entire world forever. Privacy isn't the destination. It's infrastructure. $ZAMA solana:BHdfzHB5NHU4wfF7P46cJkA4PogmHYfnp51ijLSgpHa4

every cycle, we get a $DOGE / $SHIB type runner that goes absolutely parabolic these runners often seem to come out of nowhere but there are usually signs i strongly believe $USELESS is that runner for this cycle many people forget that $USELESS is practically the ONLY new memecoin to hit a $450M ATH since launching 1 year and 3 months ago — excluding high-profile celebrity coins like $TRUMP, $MELANIA, and Kanye West's coin read that again. even more impressive: it achieved that during some of the worst market conditions imaginable for crypto and it has continued to outperform against all odds just two days ago, data from @SunFlowSolana showed $USELESS leading every Solana memecoin in 7-day whale inflows, with $700K in whale buys more than $ANSEM, $BONK, $TROLL, and $POPCAT 48 hours later, that figure has doubled to $1.4M at the same time, volume and OI are rapidly increasing across major venues you now have aggressive whale accumulation, rising volume + OI, sustained historical outperformance, and one of the strongest memecoin narratives of the cycle all lining up for $USELESS i wonder what happens next 🤔

gas my getf