Nearing $1m spend on @Beezie, and collected some real gems along the way. Been a fun ride, and we're nowhere near the end of it. Rank 38 on the all time leaderboard, I sure wonder what these points get me one day 👀 Follow along: beezie.com/r/sneak

I've been doing some DD into solana:USEu5qroduzuvrSZfvs3xM1MwyU83joapQF5LMyWiSP on Solana. USEu5qroduzuvrSZfvs3xM1MwyU83joapQF5LMyWiSP WiSP gives each trading position you open its own wallet, funded through Privacy Cash. You make your trades through this wallet, and once you exit your position, the proceeds go back into Privacy Cash’s shielded SOL pool. The idea is to make it harder to connect your positions to your main wallet or piece together your whole portfolio. Anyone who's had people watching their wallet can probably see the appeal. We've built an entire industry around finding profitable wallets and copying everything they do. There should be some demand from the people on the other side of that trade. In a world where Social Trading™️ is on the forefront, it's easy to forget that not everyone wants to show what they're buying or selling. Imagine our Lord and Savior @rasmr_eth. He's fully aware people track his main wallet and side wallets. If he wants to trade fully unplugged, this is an option that allows for that. Importantly, the tek works. I checked an actual trading cycle on mainnet: a fresh wallet received SOL from Privacy Cash, bought and sold a token, then returned the proceeds. Those transactions are public by design. The privacy goal is to obscure the connection between that trading wallet and your original funding wallet, so someone watching one position can’t easily reconstruct your whole portfolio. Importantly, I have no idea who made that trade, due to the tek actually working. The team announced today a route in and out through shielded ZEC using NEAR Intents. That makes the idea more interesting to me: a way to move between private Zcash funds and trading on Solana. I checked and the underlying service can quote a transfer to a shielded-only address. Whats actually going on under the hood: WiSP uses Privacy Cash for the privacy pool and Pump/Jupiter for trading. The work here is making those pieces useful together: separate wallets, position tracking, recovery and sweeping funds back. The value is in making that process a one stop shop through solana:USEu5qroduzuvrSZfvs3xM1MwyU83joapQF5LMyWiSP. The token ties into the product through trading discounts. WiSP’s base fee is 0.5% per side, with lower rates for qualifying holders and 90-day locks, down to 0.1% at the highest locked tier. For active traders, that gives holding the token a practical purpose: paying less on each trade. Pool and network costs still apply. The base 0.5% is right in line with most trading platforms, so I don't mind that at all. Plus its used for buybacks. Oh, and did I mention 24.5% of the supply, is locked until 2126? My reservations I'd like to see a completed external audit of WiSP's own client and published source. Privacy Cash has audits, but that doesn’t automatically verify how WiSP creates wallets, protects their keys and signs trades. VEIL comparisons are valid, the two projects are VERY similar. What's materially different is the price. Veil is 26x more expensive than solana:USEu5qroduzuvrSZfvs3xM1MwyU83joapQF5LMyWiSP right now, and VEIL's ATH is 187x away from where WISP is currently. I'd like to see repeat users and meaningful fee growth. The fee history I checked through October 21 contained about 0.043 SOL in swap fees. The token only launched yesterday, so there's time to build, but adoption is key. I like the idea here. There's a clear potential customer, a trading flow I could verify, and a practical reason for active users to hold the token. And if WiSP becomes a tool traders keep coming back to, the flywheel can be put into motion.

Holder that had 6.6% fully exited. robinhood:0xdcd885f5c60b3ad49f6d58718696417314e8724d. I'm thrilled, I didn't like that dude holding that much anyways. However his last thesis was hilarious: “You’re chasing layerzero stuff?” *Immediately swaps bags to chase layerzero stuff*

First time tweeting a thesis, might have to keep posting them publicly. Still have 1.5%, down from 2%. Great trade so far. Follow along for the next one friends. robinhood:0xdcd885f5c60b3ad49f6d58718696417314e8724d

I’ve been doing some DD into $GLOAM on Robinhood. 0xDcD885F5c60b3aD49F6D58718696417314e8724d Gloam is building private balances, payments, payroll and agent payments using zero-knowledge proofs. Transfers inside its vault can conceal amounts and counterparties. Because Gloam’s vault sits on public chains, deposits and withdrawals remain visible. That creates timing/amount correlation risks, particularly while the pool is small. These downsides are not unique to GLOAM, but to any privacy coin on a public blockchain. What sticks out to me more than anything is the amount of effort that has gone into this coin before it's even reached mainnet. So far there are: Public contracts, circuits, an app, a published SDK and deployed testnet pools on Robinhood and Tempo. I tested a real private-transfer proof against its deployed Robinhood verifier and the original inputs were accepted, while changing the spend identifier caused rejection. Good sign. The tech actually works too. I rebuilt all six circuits, verified the contribution history and reproduced the final keys from the published randomness. Everything matched. While it doesn't replace a security audit from someone who's not an idiot (me, i'm the idiot), it's a meaningful step toward the mainnet launch, and gives me faith in the actual tek now that I know it works. Then theres the Agentic Payments. The dev submitted, and I independently verified, a private-payment method to the Machine Payments Protocol (the standard co-authored by Tempo and Stripe). There are published developer tools behind the proposal, including the SDK (core privacy toolkit), the MPP integration for making and accepting payment for services, and the MCP server, which will allow agents access these capabilities. Agentic Payments is a large differentiator between Gloam and other shielded/privacy coins. Mainnet launch "this week" according to the team, which gives us a catalyst to look forward to. More people are likely to try out a coin on mainnet than test net (the avg crypto user doesn't know how to use testnet i fear) so more exposure will come from that. My reservations I'd like to see a completed, published, external audit. I or someone else can tell you we checked what we could, but this isn't my specialty. I'd like to see Private Swaps fixed and reimplemented on test net, where you can swap from one token to another within the Gloam environment. I'd like to see concrete buyback numbers, fixed into a contract. Currently the docs state that buybacks are discretionary. While okay, I'd like see some hard numbers, automatically buying back on the chart. God knows the market has enough privacy tokens right now, but with the the amount of work that has gone into this, I like the r/r at this market cap. This feels like an easy $1m+ coin.

What a bullshit roundtrip on robinhood:0xa74a94c15b95f8d5f3abdd2db00f6c7384037b55

Hey folks is this a good chart? @GTAmemesSOL

Gooners are sweeping the nft feet pics

we got a saylor RT before GTA 6