Max Desalle (Winklevoss Capital): "Bitcoin, but encrypted. Bitcoin, but perfec… · @milly_rock7 · TwKit

@milly_rock7

Max Desalle (Winklevoss Capital): "Bitcoin, but encrypted. Bitcoin, but perfect. the sovereign store of value for the 21st century." a Zcash whale just built a $14M position ahead of NU7. 3,052 ZEC spot at $1,250. 8,000 ZEC target on Hyperliquid 2x leveraged. that's institutional capital pricing a protocol upgrade before retail reads the ZIP docs. Zcash shielded supply hit 29% of total issuance this month. Winklevoss Capital says sovereign store. a whale says $14M size. same thesis, two different conviction depths. two filters for the next 30 days: shielded supply growth and non-custodial perps volume. everything else is noise. the trade that matters isn't the one that catches a headline. the trade is the one that positions before the upgrade ships. the full Desalle framing is in the clip.

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