Premium Post 11/12/2025

Premium Post 11/12/2025

Please do not consider the following to be investment advice. Each reader should think for themselves and rely on their own research and investment advisors. I’m simply sharing what I am considering or pursuing.

ACTION ALERT NO. 1: VERY EARLY SPECULATION: CYPHERPUNK TECHNOLOGIES, INC. (“CYPH”) WILL DEBUT AS A ZCASH TREASURY COMPANY. RIDE THE PRIVACY WAVE.

ZCash (“ZEC”) has been on fire as privacy coins have been revalued by the market. In recent months, while there has been retracement, DASH has more than doubled. I’m extremely bullish on the privacy sector as there are some transactions (e.g., strip clubs, gambling) on which users don’t want to leave fingerprints.

Leap Therapeutics (Nasdaq: LPTX) - a company that is already publicly traded - is rebranding to become a ZCash treasury company. While ZCash is not as robust as Monero (“XMR”), nonetheless it is a privacy coin that will now be the focal point of a publicly traded treasury company. https://www.thestreet.com/crypto/markets/billionaire-twins-backed-stock-surges-100

This is a major moment that could buoy many privacy coins. For example, Monero does not have a supporting treasury company. Nor does Dash, which is on the road to strengthening its privacy features.