hello

Where my heads at rn, gonna load up fomo next week. I dislike the idea of doxxed wallets but I’m pretty rusty and added pressure usually does me some good

https://x.com/notwashed/status/2055705471613534430?s=46

https://x.com/aixbt_agent/status/2055616412987891989?s=20

https://x.com/openservai/status/2055968268742238523?s=20

https://x.com/iamfakeguru/status/2040814798103830996?s=20

i like serv. find that the best performing base coins have real customers beyond trenchers and arent soley propped up by speculation / kols. public beta just went live a few days ago, tech is being used by uae gov and has good tokenomics. seems like a good bet

https://x.com/openservai/status/2057144367379366365?s=20

good listen if you wanna get serv pilled. think the best crypto x ai expsoure are these layers on top of llms - vvv as a privacy layer and serv as a reasoning layer

tradfi clearly the first order winners, crypto cant compete in terms of models and hardware, but think crypto continues to win at layering on top of trad systems

gonna just keep fomo to gambles / scalps, stuff i actually like ill share here. closed serv on fomo but holding pos on hold wallet, still really like it

https://x.com/Laguich_/status/2057603890674069708?s=20

shared in old tg during last priv meta, but this is my fav privacy protocol. im a privacy junky, and its my go to protocol that i use regularly. update from eth foundation and railgun moving on it, think its good for a run here

alr ngl, i think this is super super free. i sized p hard. went to 300m during last priv season on no catalysts, just ppl chasing it as a privacy play. now we have same narra but with a massive catalyst. kohaku basically makes it so evm wallets can easily implement privacy tech (powered by railgun) into their wallets. before railgun was limited cus it was really on avail on like 1 wallet, but with this its accessible anywhere (if devs implement it). massive massive distribution update.

it seems like the update was pushed silently, would expect some tweets from foundation and maybe vitalik tmrw along with some wallets announcing support for the update.

kohaku is being talked about as a thing can save eth and shift the narrative towards privacy, now its live and powered by railgun. i think down the road they plan on adding support for other protocols, but rn its just railgun (i think).

"All fees flow to staked RAIL holders through the Active Governor Rewards program
• Rewards distributed bi-weekly to stakers
• 77% of total supply is currently staked, showing strong participation"

Serv looks pretty good too, think I’m just gonna chill in serv and rail for a bit. Really think rail is being overlooked by market rn and will reprice in due time. Making privacy easily accessible on ETH is massive

Not trying to fud zec or other privacy coins, but rail (and other similar protocols) are just so much more practical if you actually want a privacy solution. Privacy coins have too much friction, you need to download new wallets, you have to buy on CEX or use a weird bridge, etc. if you wanna send anon payments you either have to make sure the other party has privacy coin wallet setup or you have to go through process of swapping privscy coin back to eth or whatever payment you wanna send. With railgun you literally can just unshield you eth or stables and send directly to someone’s evm addres

One advantage privacy coins have is that they have larger pools of shielded tokens, but rail still has a massive pool and would expect that grows pretty quickly with this new update

BTC looks like trash but I think alts and certain onchain things can decouple, most of these alts have been crushed for years straight and now finally finding some footing thanks to priv and ai

If major alts break structure I’ll prob bail from Serv and rail but until then I’m gonna ride them out