Bera
Ethereum-Focused Crypto Trader
Starknet is the chain best prepared for the AI-driven encryption threat, and STRK's roughly $500M valuation looks far too low. Per @MoneyPrinter0x, it alone uses the right technology: Merkle trees of hashes with FRI instead of lattice commitments, a verifier swap to WOTS and SPHINCS, and removal of Pedersen hashes. As an illiquid token riding the quantum narrative, STRK could legitimately 2x in a day if bitcoin behaves. x.com x.com x.com
Starknet's STRK has large upside if investors go looking for cheaper privacy coins. The last time STRK traded at $0.15-0.28 was when Zcash hit $500 last year, and it was already 80-90% below its post-TGE top then. From that level it is now down about another 82%, at around $0.050. x.com
Bitcoin's liquidation flush, worse than October 10, may be the clearing event the market needed to eventually take out previous all-time highs. Expected returns on the crypto majors are now on par with or better than most altcoins, so the countertrend rally, when it comes, should be violent. Strategy shares falling to $100 would be a buy. x.com x.com
Bitcoin has absorbed a week of bad news without budging, a sign of strength. Even a cringe-worthy Michael Saylor video couldn't bring it down, and Coinbase has nearly closed its post-earnings gap down. Bitcoin's average daily range has narrowed to about 2%, less than most utility companies, allowing tight risk on a historically volatile asset. x.com
Zcash's upside against Bitcoin is underpriced because Bitcoin is ossified and cannot respond to competition. With no voice of authority, Bitcoin won't rush to add privacy or quantum resistance, so the pair trade could see more pain for Bitcoin and Zcash could reach silly prices. Ossification is good, Zcash must ossify one day to become a trillion-plus coin, and Bitcoin will have its time in the sun, but the social dynamic could get grim for the maxis first. x.com x.com
Quantum-computing fears make a further bitcoin dip a buying opportunity, because the quantum threat is still years away. The open debate is when and how fast the bitcoin community can coordinate a response, so another 5% drop on those fears would be worth buying. x.com
Too much needs to happen for bitcoin to break its all-time highs for the foreseeable future: it is already available to retail and institutions worldwide, and there is little left to pump it until Saylor's enormous stack is disarmed. Ether looks far more attractive, down from its highs after ranging for five years, with a chain that is actually used, technology still being adopted and a viable quantum-resistance strategy. x.com
