{"version":"market-claims.v1","asset":{"symbol":"ZEC","name":"ZEC","assetClass":"CRYPTO"},"claims":[{"id":"mcl_de91089757568faca0","url":"/trace/claims/mcl_de91089757568faca0","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash is a once-a-year setup: cheap, freshly proven it can pump, privacy narrative is Bitcoin's antithesis","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2765747470?t=2972s","sourceUrl":"https://twitch.tv/videos/2765747470","timecode":"49:32","startMs":2972000,"endMs":null,"excerpt":"I basically think this is like a, uh, a once a year type of setup for the Zcash trade."},"performance":{"entryPrice":566.01,"currentPrice":505.69,"returnPct":-10.657056,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_0d8284275cdab1c8ef","url":"/trace/claims/mcl_0d8284275cdab1c8ef","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Ansem frames Zcash as quantum-resistant and private, a compliment to Bitcoin that hasn't been institutionalized, cheap at ~$9B with real momentum and upgrades. Explicitly prefers it to Bitcoin as a trade right now.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2766515247?t=4685s","sourceUrl":"https://twitch.tv/videos/2766515247","timecode":"78:05","startMs":4685000,"endMs":null,"excerpt":"I like Zcash a lot. Um, I think that Zcash is in a really good position for a few different reasons."},"performance":{"entryPrice":557.39,"currentPrice":505.69,"returnPct":-9.275373,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_10a45de56e8c6bc540","url":"/trace/claims/mcl_10a45de56e8c6bc540","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy's central conviction trade: privacy is one of the few crypto things that genuinely matters and could be violently repriced as AI-flush capital rotates into a handful of good coins. Zcash is 65% of his perps book.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2766515247?t=1241s","sourceUrl":"https://twitch.tv/videos/2766515247","timecode":"20:41","startMs":1241000,"endMs":null,"excerpt":"my perps book is like 65% in Zcash right now."},"performance":{"entryPrice":559.43,"currentPrice":505.69,"returnPct":-9.606206,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_488a71fe8ee21ec2c2","url":"/trace/claims/mcl_488a71fe8ee21ec2c2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds Zcash as 60% of his net worth and is up 200%, with a narrative thesis built on privacy plus quantum resistance leading any alt season. He repeatedly frames it as the one coin where the asset actually matters.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2767294194?t=342s","sourceUrl":"https://twitch.tv/videos/2767294194","timecode":"5:42","startMs":342000,"endMs":null,"excerpt":"I'm up a lot of money on Zcash, but it's crypto, so it is what it is."},"performance":{"entryPrice":576.59,"currentPrice":505.69,"returnPct":-12.296432,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_90ed0c8f30d0c48886","url":"/trace/claims/mcl_90ed0c8f30d0c48886","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hoffman sold his CryptoPunk to rotate into Zcash, wrote the bull thesis article, and is TWAPing his real capital in, citing a robust investment case and an eventual ETF/asset-manager handoff to boomers.","confidence":0.72,"expert":{"slug":"trustlessstate","displayName":"David Hoffman","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/77a10575-5","url":"/trace/experts/trustlessstate","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2769661202?t=5145s","sourceUrl":"https://twitch.tv/videos/2769661202","timecode":"85:45","startMs":5145000,"endMs":null,"excerpt":"the investment case for Zcash is like robust and thorough... The Zcash story is a really good story and I'm compelled by the story."},"performance":{"entryPrice":561.29,"currentPrice":505.69,"returnPct":-9.905753,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_04a2b34b1751f5afdb","url":"/trace/claims/mcl_04a2b34b1751f5afdb","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds Zcash as his highest-conviction trade of the year, has not sold a single coin, and reads the high time frame chart as constructive despite the pullback. He frames it as his core position.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2769661202?t=1844s","sourceUrl":"https://twitch.tv/videos/2769661202","timecode":"30:44","startMs":1844000,"endMs":null,"excerpt":"VVV looks unbelievable right now. Zcash has pulled back, but high time frame Zcash I think looks great."},"performance":{"entryPrice":555.3,"currentPrice":505.69,"returnPct":-8.93391,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_6a8ab3cb1a22e5cb72","url":"/trace/claims/mcl_6a8ab3cb1a22e5cb72","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is holding a large unrealized winner in Zcash and explicitly refuses to sell, citing favorable risk-reward on the privacy-coin narrative. His invalidation is a break below the consolidation low.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2770422034?t=3075s","sourceUrl":"https://twitch.tv/videos/2770422034","timecode":"51:15","startMs":3075000,"endMs":null,"excerpt":"I have yet to sell a Zcash token, and until further notice, we are in a weird spot with ZEC. We'll see. Um, higher time frame looks decent. Medium time frame looks decent. High time frame I think looks great on Zcash."},"performance":{"entryPrice":551.32,"currentPrice":505.69,"returnPct":-8.2765,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_16cdd96452286c28d8","url":"/trace/claims/mcl_16cdd96452286c28d8","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is a self-described huge Zcash bull holding a leveraged long from ~$370 and planning to add aggressively on a dip toward $500. He frames it as a carry-me-out conviction trade.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2771197785?t=394s","sourceUrl":"https://twitch.tv/videos/2771197785","timecode":"6:34","startMs":394000,"endMs":null,"excerpt":"And there's one particular coin that I'm— I have just fallen in love with, and you're not gonna shake this one. You're gonna have to carry me out."},"performance":{"entryPrice":527.11,"currentPrice":505.69,"returnPct":-4.063668,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_43fbca908bcf889866","url":"/trace/claims/mcl_43fbca908bcf889866","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds a high-conviction Zcash long with a plan to sell into $500, calling the chart beautiful and treating it as his core sit-tight position. He flags the perp-heavy open interest as the only structural risk.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2772001960?t=687s","sourceUrl":"https://twitch.tv/videos/2772001960","timecode":"11:27","startMs":687000,"endMs":null,"excerpt":"I would much rather sit in a Zcash long for 3, 4, 5, 6 weeks and have a lot of conviction on higher size and trade low"},"performance":{"entryPrice":543.05,"currentPrice":505.69,"returnPct":-6.879661,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7e6bf02a637309bc89","url":"/trace/claims/mcl_7e6bf02a637309bc89","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy calls Zcash his favorite token and says he is long it with effectively his whole net worth, holding through near-term weakness. The directional view is clearly long despite admitting late longs got punished.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2772819198?t=2381s","sourceUrl":"https://twitch.tv/videos/2772819198","timecode":"39:41","startMs":2381000,"endMs":null,"excerpt":"Zcash, not high time frame good, low time frame pretty ugly, is $5.15. I'm still long this with you know, my net worth."},"performance":{"entryPrice":518.63,"currentPrice":505.69,"returnPct":-2.495035,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_30c85774791f2895e9","url":"/trace/claims/mcl_30c85774791f2895e9","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is heavily long Zcash, sold zero tokens, and calls it the strongest coin in the group on a privacy-in-the-age-of-AI thesis. He repeatedly stakes conviction on it going higher.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2775249215?t=2741s","sourceUrl":"https://twitch.tv/videos/2775249215","timecode":"45:41","startMs":2741000,"endMs":null,"excerpt":"Zcash is definitely the strongest out of the group. We're definitely not out of the woods yet, but as you know, I have sold zero Zcash tokens. I think it's the best coin, and I don't know, I still like it. I think I have a god entry, and I'm not interested in selling."},"performance":{"entryPrice":554.98,"currentPrice":505.69,"returnPct":-8.881401,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_864e6c075e203a9aff","url":"/trace/claims/mcl_864e6c075e203a9aff","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is full-port long Zcash on his perps book and price-agnostic, betting privacy is the leading uncapped narrative as flows consolidate into a few coins. He sees a 10-year proof-of-work breakout with reflexive upside.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2776023214?t=2297s","sourceUrl":"https://twitch.tv/videos/2776023214","timecode":"38:17","startMs":2297000,"endMs":null,"excerpt":"Zcash, the token that I am currently basically full port my perps book. Uh, probably 75% of my perps book is long Zcash from $3.90. And this thing to me is part of the triple stack of alts right now that look unbelievably good."},"performance":{"entryPrice":572.09,"currentPrice":505.69,"returnPct":-11.606565,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7dda76c9f6925315ae","url":"/trace/claims/mcl_7dda76c9f6925315ae","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds a large Zcash long from ~$3.90, up 200%+, and refuses to sell, framing it as a once-a-year privacy-coin reprice as flows consolidate into a few alts.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2776804031?t=1901s","sourceUrl":"https://twitch.tv/videos/2776804031","timecode":"31:41","startMs":1901000,"endMs":null,"excerpt":"I have obviously not sold a single coin from average entry at like $3.90, and I'm obviously up a lot on Zcash"},"performance":{"entryPrice":672.82,"currentPrice":505.69,"returnPct":-24.840225,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2d8a6925db0ae8c6fb","url":"/trace/claims/mcl_2d8a6925db0ae8c6fb","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is long Zcash on a multi-year resistance breakout, comparing it to gold's decade-long base that ran 170% once it cleared, and refuses to sell.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2777582358?t=1310s","sourceUrl":"https://twitch.tv/videos/2777582358","timecode":"21:50","startMs":1310000,"endMs":null,"excerpt":"I'm in Zcash, as you know, traded my, I mean, at this point, my P&L, all of it's fucking public."},"performance":{"entryPrice":667.02,"currentPrice":505.69,"returnPct":-24.186681,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_83c8824a03853db8c3","url":"/trace/claims/mcl_83c8824a03853db8c3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy's core conviction position is long Zcash as a leader he expects to outperform if crypto moves, with a defined add-at-560 and cut-below-500 plan. He is in size from a 390 entry and stands by the trade.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2778360215?t=855s","sourceUrl":"https://twitch.tv/videos/2778360215","timecode":"14:15","startMs":855000,"endMs":null,"excerpt":"if crypto is going to make a move, there's a couple leaders I think they're really going to outperform, and the, the RR is still worth it for me. So I actually might become a bidder again in this chart."},"performance":{"entryPrice":606.39,"currentPrice":505.69,"returnPct":-16.606474,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_d7b67f7c94ec4c039e","url":"/trace/claims/mcl_d7b67f7c94ec4c039e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is long Zcash and holding through drawdown, comfortable with the chart but acknowledging it is the nicest house in a violent neighborhood. He says he may capitulate on a time-rug but is currently sticking to his plan.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2781566659?t=2079s","sourceUrl":"https://twitch.tv/videos/2781566659","timecode":"34:39","startMs":2079000,"endMs":null,"excerpt":"I am getting brutally attacked on this position, but thankfully I'm comfortable. I would argue this, this chart actually looks pretty good."},"performance":{"entryPrice":584.47,"currentPrice":505.69,"returnPct":-13.478878,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_733fbee5c4da91b541","url":"/trace/claims/mcl_733fbee5c4da91b541","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is holding ZEC through a brutal drawdown and refusing to sell, calling the weekly structure a monster after a bear-trap retest of ATH. His view is hold and stay long.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2782345952?t=2338s","sourceUrl":"https://twitch.tv/videos/2782345952","timecode":"38:58","startMs":2338000,"endMs":null,"excerpt":"This is one of the nastier bear traps I think I've seen in a chart in a while. I mean, this, I don't really know who, who made it out of this thing alive."},"performance":{"entryPrice":553.79,"currentPrice":505.69,"returnPct":-8.685603,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_4187d6fefcef6c97b4","url":"/trace/claims/mcl_4187d6fefcef6c97b4","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Despite booking his trade today, ThreadGuy explicitly maintains ZEC will get flows and make a new all-time high, and says he re-enters on a reclaim above $640-650. His forward view is still long, just waiting for confirmation.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2783123962?t=1262s","sourceUrl":"https://twitch.tv/videos/2783123962","timecode":"21:02","startMs":1262000,"endMs":null,"excerpt":"I think there's going to be a couple alts that really matter. That are going to catch flows in this narrative, one of them being Zcash. It has the quantum, it has the better Bitcoin, it sort of has every reason to get flows."},"performance":{"entryPrice":553.23,"currentPrice":505.69,"returnPct":-8.593171,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7947b25d224f840b3a","url":"/trace/claims/mcl_7947b25d224f840b3a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds a long in Zcash and has bids to add, framing it as privacy-arena 'rope insurance' even while admitting it is not the strongest coin.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2786293713?t=2152s","sourceUrl":"https://twitch.tv/videos/2786293713","timecode":"35:52","startMs":2152000,"endMs":null,"excerpt":"Third on the list is Zcash... I have a long open from $5.45 just because I closed the huge position... and then I'm down to add like $6.41."},"performance":{"entryPrice":560.83,"currentPrice":505.69,"returnPct":-9.831856,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7632bbca92bd8abf8c","url":"/trace/claims/mcl_7632bbca92bd8abf8c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Tulip King turned bearish on Zcash after the Orchard-pool exploit: a ZK-circuit double-spend bug let the privacy pool mint unprovable, artificial supply, and the team's centralized soft-fork-then-hard-fork response exposed how non-decentralized the chain really is. A former ZEC bull (\"in love before the fuckery today\"), the unprovable-inflation risk plus the centralization broke his conviction.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2787867857?t=8532s","sourceUrl":"https://twitch.tv/videos/2787867857","timecode":"142:12","startMs":8532000,"endMs":null,"excerpt":"I was very, very in love with Zcash before kind of all of the fuckery today."},"performance":{"entryPrice":631.61,"currentPrice":505.69,"returnPct":19.936353,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_dd1148e2e398a87895","url":"/trace/claims/mcl_dd1148e2e398a87895","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is net long Zcash as a sizable position and as a short-BTC pair, though he expresses very shaky conviction and readiness to cut. The held direction is still long.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2787867857?t=738s","sourceUrl":"https://twitch.tv/videos/2787867857","timecode":"12:18","startMs":738000,"endMs":null,"excerpt":"we're trading fucking... And Zcash pair trade short BTC."},"performance":{"entryPrice":605.8,"currentPrice":505.69,"returnPct":-16.525256,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5303e6b7d320a5a3d4","url":"/trace/claims/mcl_5303e6b7d320a5a3d4","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"After the counterfeiting exploit disclosure, ThreadGuy says Zcash is fried for a long time, that the only trade is short, and that longs are off the menu.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2788663101?t=5266s","sourceUrl":"https://twitch.tv/videos/2788663101","timecode":"87:46","startMs":5266000,"endMs":null,"excerpt":"Zcash, what's happening? Zcash. Oh, fuck. Yeah, I told you I'm out of this thing. I'm out. I don't like what's happening. I don't like about the the hack, the double spend. I'm out of this thing, man. I'm fucking tulip short. I'm out of this thing. I fucking ran for the hills on this."},"performance":{"entryPrice":513.34,"currentPrice":505.69,"returnPct":1.49024,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2f02e6a6929fa265e7","url":"/trace/claims/mcl_2f02e6a6929fa265e7","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Buy event-driven special situations where the market can't price chaos fast; Zcash exploit short was the template.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2791923393?t=656s","sourceUrl":"https://twitch.tv/videos/2791923393","timecode":"10:56","startMs":656000,"endMs":null,"excerpt":"that was a special situations, event-driven, rare spot that the market doesn't know how to price chaos fast, and you could walk out with a bag."},"performance":{"entryPrice":423.64,"currentPrice":505.69,"returnPct":-19.36786,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_6ad708ce9381f1c9d8","url":"/trace/claims/mcl_6ad708ce9381f1c9d8","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"As cameras and surveillance blanket everything, the need for truly private money explodes, and that demand has no ceiling.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2792718656?t=2564s","sourceUrl":"https://twitch.tv/videos/2792718656","timecode":"42:44","startMs":2564000,"endMs":null,"excerpt":"you see criminals... going in Atom 22 No jumper talking about they can't even commit crimes anymore because the surveillance is so bad. You think to yourself, oh my God, we are going to need private money"},"performance":{"entryPrice":445.03,"currentPrice":505.69,"returnPct":13.630542,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_f62ec8f0af08e4e268","url":"/trace/claims/mcl_f62ec8f0af08e4e268","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash is the best trade in crypto right now, quantum-resistant and private where Bitcoin isn't, still dirt cheap at a $9B value with real momentum behind it.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2766528096?t=3592s","sourceUrl":"https://twitch.tv/videos/2766528096","timecode":"59:52","startMs":3592000,"endMs":null,"excerpt":"one of the ways that I think Zcash is a good trade right now, it's quantum resistant, it's also private. And a lot— another issue that Bitcoin has had... it's so institutionalized now. Um, it's attached to Saylor."},"performance":{"entryPrice":554.86,"currentPrice":505.69,"returnPct":-8.861695,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_85248ee9000f0053f3","url":"/trace/claims/mcl_85248ee9000f0053f3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash is Swiss banking in your pocket, the private and quantum-resistant answer to Bitcoin, and at a tiny 7 billion cap it has tons of room to run to new highs.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2772016731?t=5122s","sourceUrl":"https://twitch.tv/videos/2772016731","timecode":"85:22","startMs":5122000,"endMs":null,"excerpt":"Zcash is essentially like Swiss banking for those people in your pocket... Private money on-chain."},"performance":{"entryPrice":552.75,"currentPrice":505.69,"returnPct":-8.513795,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_87442ddac08d56b5b7","url":"/trace/claims/mcl_87442ddac08d56b5b7","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash has tons of room to run, a tiny ten billion cap private Bitcoin play that could grow to several percent of Bitcoin's whole market.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2777595863?t=2814s","sourceUrl":"https://twitch.tv/videos/2777595863","timecode":"46:54","startMs":2814000,"endMs":null,"excerpt":"I've talked about this narrative a ton— private Bitcoin, quantum resistant. Bitcoin as a complement to Bitcoin. Um, and it's super small, so like at around right around 10, 10 billion market cap, just has a lot of room, I think, to grow. I think you can target on like the high side 10% of Bitcoin's market cap, um, and maybe on like the lower side 3 to 5%."},"performance":{"entryPrice":670.98,"currentPrice":505.69,"returnPct":-24.634117,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_eba9cfd0441b16e22f","url":"/trace/claims/mcl_eba9cfd0441b16e22f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash is one of only three tokens actually working in this market, a high-conviction long that helped drive a 115% month while everything else crashed.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2788673017?t=2371s","sourceUrl":"https://twitch.tv/videos/2788673017","timecode":"39:31","startMs":2371000,"endMs":null,"excerpt":"you said you own no Bitcoin or Solana, but rather we're positioned in hype. Zcash and VV, the only fucking 3 tokens that seem to be doing anything in this market, the only 3 tokens that aren't crashing"},"performance":{"entryPrice":523.12,"currentPrice":505.69,"returnPct":-3.331931,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2f328ffedf18868eee","url":"/trace/claims/mcl_2f328ffedf18868eee","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash grinds sideways for a while but comes out stronger, because fixing the exploit they found will harden the network.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2794322013?t=6125s","sourceUrl":"https://twitch.tv/videos/2794322013","timecode":"102:05","startMs":6125000,"endMs":null,"excerpt":"Zcash after the exploit, I actually think like technicals-wise, I do think there's levels it needs to reclaim before it starts trending again."},"performance":{"entryPrice":436.79,"currentPrice":505.69,"returnPct":15.774171,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}