8ball

Get positioned $zera

$Zera is criminally undervalued right now. Currently at $1.6m at time of writing this.. It is because it hasn't proven real usage yet and this market has very little patience for early stage infrastructure. Especially with tiny TVL and no audit on the core protocol. At this price your not paying for current traction but the option that they turn the recent progress into actual adoption once mobile lands. Despite the above, the team have continued shipping through a pretty brutal market. Any other project that would have gone through this would just go dark. Usable offline cash + shielded stables is still intact and arguably more relavant than ever. Is going to be interesting to see how it all plays out.

Banks losing deposit share to better products is exactly how markets should work.

How the fuck is this a real headline

Spacex are holding 18,712 bitcoin, Average cost of $35k per bitcoin. Every spacex shareholder gets indirect exposure.

I think $Zera could have a huge impact on the AI agent economy. Most people are only thinking about human users but as AI agents become more common, they will need wallets that can spend money privately. Imagine two AI trading agents settling a bet or data trade without anyone (including their owners) seeing the details in real time. This would create the first truly private machine to machine economy.. An agent could hold its own shielded capital, earn revenue, pay for compute/resources and reinvest. All without the human owner ever seeing the exact balances or transaction history in real time. This creates a whole new class completely. Agents that are financially independent from their creators. If this does happen, i believe agents that are using zera could gain a competitive edge so big that other agents are forced to adopt it as well. The flywheel on this alone would be crazy. If Zera succeeds, we are talking about money that is born, grows and moves entirely within the agent layer, fully separate from human controlled capital. Just imagine entire economies that humans cannot even see. I haven't seen anyone else talking about this yet.

$Zera has made a quiet but massive move. Bitcoins biggest weakness has always been permanent transparency, it doesn't surprise me that zera wants to solve this but it is definitely ambitious. I do however have full confidence in the team. Most privacy projects are stuck on trying to compete with $XMR on anonymity however zera is competing with physical cash on usability and offline capability, now extending that to $BTC. Bitcoin has pretty much solidified itself as digital gold/store of value, solana is winning on speeds and stablecoins. Zera is trying to to position itself between both, almost like a bridge and make the two biggest assets (BTC/stablecoins) actually private and usable. The more i think about it, the more of a defensible narrative its becoming. You literally cannot beat physical cash in terms of surveillance. Cash is king.

The best infrastructure is usually boring until it isn't. Jito didn't go viral first. It became essential first. $Zera is following that exact same path. Offline zk cash + shielded stables. Looks quiet now, hard to live without later.

I like to think @dev_skill_issue has used this song to represent going somewhere most people think is impossible (the moon) as most people think offline digital cash in a surveilled world is also impossible. Building a bottle rocket in a garage - small team building a complex zk protocol with limited resources. It looked stupid on the ground - low mc, tiny tvl looks unimpressive to outsiders. But once it cleared the trees it flew. Exactly what $zera will do.

Most micro caps die after a -93% from ATH. $ZERA didn't. Its bled for months, shaken out weak hands yet kept shipping in silence. Think about jito on solana, it solved a problem so well that it became essential and most people didnt even notice until it was dominant. Zera is doing the same thing just for privacy and it will soon be unavoidable. Very few projects survive a 93% drawdown while continuing to build. This is not a coincidence.

Alot of people are going to vote no on $ZERA In ByVotes for predictable reasons: - its unaudited - privacy coins get delisted - too small, too "early" - never heard of it Fair points if your looking at zera as a typical micro cap But this isnt a typical micro cap. The best votes aren't for the safest project but for one solving an actual problem.

Exactly. $ZERA isn’t trying to be the new shiny thing that pulls users away. It’s a quiet privacy layer that established Solana apps/protocols will eventually integrate to keep their users once they realise they need it. Shielded stables..

Right now, using $ZERA feels like trying to pay with physical cash but every £20 note is torn into 7 random pieces. You have to manually tape them back together every time you want to send someone money. It works, but is annoying. V3 changes that completely as it introduces automatic note merging + intelligent splitting. Deposit → it auto merges Send → it auto splits in the background No more managing of random notes This is where people will see that $ZERA actually works. This shift will change everything as most people wont deposit into a protocol that feels experimental. V3 makes the process seamless, people will start depositing small test amounts, then gradually move larger sums as they trust it. More deposits → Bigger anonyminity set → Stronger real privacy → More confidence → Even more deposits → Higher volume → More burns = PARABOLIC This compounding creates asymmetric upside and most people are missing this. Just wait.

Solana founder @toly just flagged solana:8avjtjHAHFqp4g2RR9ALAGBpSTqKPZR8nRbzSTwZERA This is the first major ecosystem nod since mainnet Toly has previously tweeted about needing a "common privacy standard" on solana and i think this is him pointing towards the obvious choice. It feels like solana:8avjtjHAHFqp4g2RR9ALAGBpSTqKPZR8nRbzSTwZERA has gone unnoticed for months and now its being noticed at the highest level, just in time for V3. ZILLIONS.