limfork
9m
My thesis on why do I sized $MASK : • What it is: a ZK privacy layer that plugs into the wallet you already use (MetaMask, Rabby, Ledger, Trezor). No new wallet, no new seed, no custody. Shield, send, swap and withdraw, all private. Live on Ethereum, Base, BNB Chain, Robinhood Chain and Monad. • Doxxed founder: Tomas Krnak, a public cryptographer. He and his team are $ZEC devs who built shielded Zcash support into Trezor firmware on a Zcash Foundation grant. • Real usage: $132.8M in private volume since Oct 1, now ~$5M a day. A 0.5% fee on deposits and withdrawals brings in ~$25K a day, verifiable on Dune. • Buybacks: 100% of protocol fees buy back and burn $MASK, with public updates almost daily. 3.65% of the supply is already burned. • ZEC rewards: holders get paid in $ZEC automatically. $2.3M (1,728 ZEC) distributed so far. • Cheap: ~$10.9M market cap vs ~$9M in annualized fees, about 1.2x. $HYPE trades near 27x revenue. • Compliance built in: every deposit is screened (OFAC, Chainalysis, AMLBot), plus viewing keys and revocation keys. A privacy tool institutions can actually use, unlike Tornado Cash. • Narrative: privacy is the meta of this cycle. $ZEC is top 10 (~$22.8B), has a US spot ETF and nearly tripled since July while BTC, ETH and SOL are red on the month. ZEC and $HYPE are the altcoins of this cycle, and $MASK is a small-cap bet on both: it pays in ZEC and runs the HYPE playbook of fees into buybacks. • Catalysts: Solana support, private perps, MetaMask integration talks, Points Season 1 ending Jan 17. • Risks: down ~69% from ATH, part of the volume is points farming, top 10 wallets hold ~58%, rewards shrink if trading volume drops, and privacy regulation can tighten This will look obvious when we at +100M Sizing into real projects is how money is made here
MASKNullmask
Position$34.3KProfit+$124.84
279$20.6M MC
slingoor
25m
Ok.
MINERS
Position$7.67KProfit+$6,871.82
8,307$37.7K MC
slingoor25m
Someone airdropped me 15%. I bought $700. This is for people who like the diamond coin and want to push it.
ansemconzimp
4h
buying coins with communities that are active on X and constantly raiding + making content, not many Ant memes, novel w/ zec pairing similar to zcat & believe zec will continue to be strongest trades of this cycle, s/o to saint & crew
ANTAntMiner
Position$1.34KProfit+$336.76
34.3K$1.29M MC
daddychilllll53s
Ummmm float just hit 5m and tbis is the float inu hello proof
FLOATINUFLOAT INU
Position$572Profit+$72.75
96$21.1K MC
AestheticGoat
3h
There has been so many Inu slop coins I think we show them how its done @slingoor
SISlingoor Inu
Position$415Profit+$159.13
4,447$13.6K MC
AestheticGoat3h
Paired to slingtoshi😎
Emmyk
32s
API Tek ca posted on X
AIORAAiora
Position$339Profit+$41.94
12$3.31K MC
tanisha173m
CHROME CAT ON FLOAT
CHROMEChrome Cat
Position$320Profit+$21.71
1,314$145K MC
slingoor
43m
took initial just now, going to ignore this for a bit while i jork it. diamond hand call.
LAURALaura Sats
Position$853Profit+$864.26
9,918$92.4K MC
Goodcallouts1m
Float is at ATH 5M and we have a inu runner for it, why not send a cat runner also?? Float Cat 👀
FloatCatFloat Cat
Position$130Profit+$19.72
74$4.18K MC
Cyb3rL33k6m
Alon deployed & Ansem another Wallet bought. Wtf Checkout Solscan
FUNJust For Fun
Position$29Profit+$16.82
903$12.2K MC
Cyb3rL33k3m
Check solscan funded by Alon Wallet, Terminal Wallet of Ansem bought it. CA on Web
gabrielageo
21m
paired with Big Titth Coin, and Sling has 20% so a lot of the supply is locked, he will probably run the new pf feature
BALLbuy & call
Position$142Profit−$183.37
1,405$12K MC
gabrielageo9m
I just got 65$ of btc for holding ball
Theeesis
10m
TJR and brez both bulliosh on flaot, send da chrome cat
CHROMEChrome Cat
Position$2.5KProfit+$4,899.44
1,523$145K MC
Theeesis3m
Dont say i didnt tell u