@DropPopNet This mf rh:

Roadster transforms in Track Mode

These aero features aren't just for looks: they provide the best passive downforce package of any road car (approaching F1 levels!) with wing actuation driven by the @Tesla_Optimus actuator system

Roadster x.com/i/broadcasts/1…

Watch Falcon 9 launch the USSF-481 mission from pad 4E in California x.com/i/broadcasts/1…

A new ‘NARUTO’ manga is in the works from original creator Masashi Kishimoto.

Privacy is still one of the hottest narratives out there, and there is likely even more growth ahead given many project have stacked roadmaps.

There is still a lot of opportunity if you pick the right plays.

So here's my ecosystem map (mcap/FDV, 7d and 30d moves and distance money

- $ZEC ($20.8B, -6% 7d, +7% 30d, 62% off ATH):

Zcash is optional privacy: you move coins into a zk shielded pool and from there nobody sees sender, receiver or amount. For years the problem was that hardly anyone bothered to shield. That changed: 4.96M ZEC sit shielded now, 29.2% of supply and an ATH, 4.1M of it in Ironwood, the new pool from July that Brave made its default last week. On top, NU7 is on testnet since 4 Oct, the team presented Tachyon this week (recursive SNARKs, ~150 TPS target), and ZCSH on NYSE Arca is the first spot ETF for a privacy asset anywhere. On quantum, hash-based signatures for the transparent pool are targeted for January, while the shielded pool needs its own migration (Epoch, end of 2027). There are no programs inside the pool tho. ZEC is private money and nothing else, which is also why it stays the asset the whole vertical is priced off.

→ DYOR: @Zcash

- $XMR ($10.0B, -5% 7d, +3% 30d, 34% off ATH):

Privacy by default instead of by choice. Ring signatures, stealth addresses and RingCT hide sender, receiver and amount on every single tx, no opt-in. The weak spot was always the ring itself: 16 members, so you hide among 15 decoys and a good heuristic narrows that down. FCMP++ replaces the ring with a proof that you own one of the 150M+ outputs on the entire chain, which makes the whole history your anonymity set. The third beta stressnet has been live since 5 Oct, hardware wallets and multisig don't work on it yet, and there is no mainnet date. Add that it's delisted on most regulated venues and has no ETF, and you get why it trades like ZEC's discount twin. FCMP++ is the catalyst, the missing listings are probs the ceiling.

→ DYOR: @monero

2) Private transfers and payments

- $RAIL ($161M, -5% 7d, +38% 30d, 53% off ATH):

Railgun has been live since 2021 and is still the most used private DeFi rail on Ethereum. It's a zk shielded pool on Ethereum, Arbitrum, BSC and Polygon, and the trick is that you call DeFi from inside the pool, so Uniswap or Aave never learn who you are. Private Proofs of Innocence let you show your funds are clean without doxxing them, which is what keeps it usable post Tornado. Blockworks just put a dashboard on it: $4.6M annualised revenue, staking yield up from 4.3% to 9.1%, weekly txs at an ATH of 5K.

→ DYOR: @RAILGUN_Project

- $XAN ($28M mcap, $114M FDV, -7% 7d, +1% 30d, 96% off ATH):

Anoma does privacy as a consumer product. The architecture is intent-centric (you say what you want, solvers figure out how, privacy sits in the protocol), but what you actually touch is AnomaPay. V1 is live on Ethereum plus five EVM chains with 20 assets: shielded transfers, private yield accounts on Morpho, confidential swaps via Bebop, private payroll, private tokenized stocks on BNB, and since 6 Oct native private swaps. For normies this is probs the right abstraction, an app rather than a chain. It's also the cheapest optionality in the basket, bc it sat flat while everything around it ran (take that as you will).

→ DYOR: @anoma

- $ZEN ($119M mcap, $136M FDV, -6% 7d, -3% 30d, 96% off ATH):

Horizen went the compliance route. It's an EVM-native L3 on Base, and Vela, its confidential compute layer, lets an app keep its state private while disclosing exactly what a regulator asks for and nothing more. That is selective disclosure built for the EU and UK transfer rules, not anonymity, and it's a very different buyer than the ZEC crowd. 21M capped supply, ERC-20 on Base, staking live since July, a token-weighted Special Council elected two weeks ago, first Vela accelerator cohort wrapping up this month. It has lagged ZEC the entire run, which you can read either way.

→ DYOR: @horizenglobal

3) Programmable privacy chains

- $AZTEC ($51M mcap, $176M FDV, -2% 7d, +17% 30d, 57% off ATH):

Aztec is the purest ZK answer to what Zcash can't do, which is programs. Private smart contracts written in Noir, proofs generated on your own device so the network never sees your state, decentralised sequencers and provers underneath. It had its hiccups, no point pretending otherwise: Alpha V5 shipped a critical proving bug (found in July, disclosed in Aug). Since then the core of the proving system got formally verified (1 Oct) and the V6 code is ready and in governance to head to mainnet since 9 Oct. Galactica is building the first private AI inference app on it. On quantum, Zac called bunker mode hyperbolic and warned against rushing into untested crypto, so the security roadmap is still open. It's the only L2 doing full stack programmable privacy, which makes it both the highest beta and the highest execution risk in this section.

→ DYOR: @aztecnetwork

- $STRK ($760M mcap, $1.0B FDV, +99% 7d, +254% 30d, 98% off ATH):

Two weeks ago this was a dead L2 token that happened to have a use case. The use case is STRK20, privacy at protocol level: shield and unshield in your wallet, private transfers, private swaps on Avnu against the same liquidity as public markets, private payroll on DashX, private staking of strkBTC via Endur, even private Polymarket trading. Selective disclosure with viewing keys rather than anonymity, a.k.a. the version institutions can actually use. Then the quantum trade landed on top. Starknet said it is "actively considering becoming an L1" to be fully post-quantum by 2027, STARKs are hash-based already, and a phone signed a testnet tx with an ML-DSA key without a hard fork. That's a consideration tho, no proposal, no vote, and a 2x week already prices a lot of it. Now it's the privacy plus quantum beta, size it like one.

→ DYOR: @Starknet

- $ROSE ($70M mcap, $87M FDV, +1% 7d, +29% 30d, 99% off ATH):

Oasis has been running a confidential EVM chain since before it was a narrative. Sapphire keeps contract state and inputs encrypted even from node operators via SGX with remote attestation, and ROFL runs off-chain apps in SGX and TDX enclaves that Sapphire manages (bots, oracles, agents). You can deploy Solidity to it today. The team is the quietest in the basket (one substantive post in a month) and the token is 99% off ATH, so it is either the cheapest programmable privacy chain on this list or a dead project with working tech. Probs a bit of both.

→ DYOR: @OasisProtocol

- $CC ($4.7B, -3% 7d, +20% 30d, 39% off ATH):

Canton is the chain Wall Street actually settles on, and privacy is the reason. Need-to-know visibility, sub-transaction privacy, a synchronizer that orders transactions without ever seeing the terms. September alone brought Franklin Templeton and TreasurySpring as super validators, 10 new featured apps incl. Circle, and 442.6M CC burned through traffic. Since then LSEG became a super validator too (its DiSH already settles intraday repos on Canton), SoFi added native CC, and a Universal Burn CIP is in draft to route all synchronizer fees through CC burns. DTCC's tokenization service is the next shoe. Not privacy for CT, privacy that institutions pay for, in CC.

→ DYOR: @CantonNetwork

- $MON ($295M mcap, $2.5B FDV, -23% 7d, +6% 30d, 49% off ATH):

Monad wants the same lane. Private Settlement, announced 6 Oct, is a design for sovereign domains on the L1 where transactions, state and contract code are encrypted, even from the chain itself. The institution picks its validators and jurisdiction, access is denied by default with scoped access for auditors, and every domain still settles atomically against Monad's pooled liquidity. No fork, and no offchain components. Target customers are banks, treasuries, asset managers and OTC desks, a.k.a. the Canton pitch on a general purpose L1. There's also a post-quantum roadmap from 28 Sep with address-preserving key rotation, wallet auth and consensus in progress, encrypted mempool last.

→ DYOR: @monad

1/3

God, I need $40k

Good times!

Elizabeth Warren: I won't vote in favour of the Clarity Act.

Crypto investors:

JUST IN: 🇺🇸 US House committee advances crypto tax bill.

My thanks go to everyone who put so much effort into the CLARITY Act— across the Administration, Congress, investors, and innovators. Our collective conviction that America must continue to lead is indispensable.

I have been unequivocal: with or without legislation, we will act decisively within the SEC’s statutory authority to deliver certainty for American investors and for the entrepreneurs shaping our technological future.

Stay tuned.

This afternoon, Senate Democrats proved they were never truly serious about protecting consumers and preserving American leadership. I sat at the table with Senate Democrats working in good faith to get this done while they played games.

For over a year, they presented demands and the second we met them, they made new demands and moved the goal posts. Today they voted against real limitations on politicians’ personal crypto investments. They voted against protecting American consumers from the scammers and fraudsters this bill would have shut down. They voted against American leadership, and handed China and every one of our foreign competitors exactly what they wanted. Democrats chose politics over the American people—again. That’s not leadership on their part, that’s surrender to their radical, socialist base.

The once-proud Democratic party is anti-consumer and pro-illicit finance, anti-ethics, anti-free enterprise, anti-worker, anti-livable wage jobs, and pro-socialism. The Democrats are now anti-American. Sad!

🚀 AURA: The Machinist’s Revolution

NEW TRAILER FOR “AVENGERS: DOOMSDAY” DROPPED🚨🚨🚨

If you’re in crypto pivot to AI agents

BREAKING: Bill to raise minimum wage to $25 an hour will be introduced in Senate

Ngl renewing my Texas ID got me thinking.

Digital IDs are probably part of the future, but the real question isn’t whether we adopt them, it’s how we build them.

Can we create systems that verify identity without sacrificing privacy? Can technology give individuals more control instead of less?

Those questions have pushed me to think more seriously about decentralization, AI, and human freedom.

Unpopular opinion but you can outlove a good hoe into a soft girl

Now you can use your favorite AI agent to control your Coinbase account (or a sub-account), with Coinbase for Agents.

Here’s a quick demo on how to set it up and some of the cool things you can get your agent to do.

I was preparing to test this approach. My central thesis involves agentic wallets for prediction wagers

We're excited about the US CLARITY Act.

We think all YC companies will use crypto technology, like stablecoins, before long. Not just crypto startups, not just fintech startups, but every company.

Here's why this law is such a big deal 🧵

x.com/SenLummis/stat…