{"version":"market-claims.v1","expert":{"slug":"trustlessstate","displayName":"David Hoffman","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/77a10575-5","url":"/trace/experts/trustlessstate","claimed":false},"stats":{"sources":1,"marketClaims":1,"explicitCalls":0,"directionalTheses":1,"ambiguousMentions":0,"openClaims":1,"median30dReturn":null,"lastUpdatedLabel":"recently"},"claims":[{"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"}}]}