Публикация

The Holy Trinity is dead. Following concerns around the Orchard Pool exploit, we made the difficult decision to fully exit our $ZEC position. Not because panic wins. But because narratives matter — and once conviction cracks, risk must be reassessed. Here’s the reasoning: • While large-scale unauthorized minting still appears extremely unlikely, it can no longer be formally and cryptographically proven impossible. • The broader privacy thesis — protection from AI surveillance, governments, and big tech — demands something stronger than probability. It demands confidence. In privacy infrastructure, “unlikely” is often not enough. • I first came across the exploit yesterday but underestimated how much it conflicted with my original mental framework around the trade. The subsequent 30% drawdown forced a reassessment, and ultimately led to taking profit on the entire position. • Going forward, we will continue reevaluating the thesis objectively. If assumptions prove incorrect and confidence returns, we are fully prepared to rebuy — even at higher prices if necessary. Because privacy has value only when trust remains intact. And if that means eating humble pie later, so be it. For now, we still hold $WLD — and remain hopeful that Lord Elon eventually blesses the bags 🚀