Threadguy Live
kel - The Full Zcash Thesis, Building Conviction, and Going Against the Crowd
1:00:50
Kel XYZ, the Messari alum who was publicly early on Solana in 2023, Hyperliquid before its launch, and Zcash before anyone would admit to holding it, sits down for a rare hour-long interview. He lays out how he hunts the crowd's bias instead of asymmetric information, why he trades almost entirely spot and stays away from leverage, the conviction-to-hold rule that lets him sit through two years…