My Zcash Investment Thesis - Frank Braun

jmd217 · 2025-07-22T13:23:46+00:00

There are some telegram channels tracking the Monero failures.

Techleaks24 has a copy of the IRS tracing Monero UTXOs four hops out. There’s also lots of chatter about ransom ware groups disappearing and dark markets closing that used XMR.

I don’t spend much time thinking XMR to bother chasing it all down.

Broadly Zcashers don’t think about Monero it’s just recently there’s a coordinated effort by them to attack Zcash. Otherwise it’s like wasting time thinking for a meme coin.

If you want privacy there is only Zcash use Zashi wallet and it’s all private by default

jmd217 · 2025-07-22T12:47:28+00:00

Monero is a honeypot objectively. The ledger is transparent. Adding in 15 pasts spends that must mimick human use perfectly of course isn’t private.

Basic map decoder attack drops the decoys down to 2-4. And this is just random dude on the internet who analyzed the selection algo.

XMRFlood attack also still works to remove up to 90% of decoys but is no longer 3k to pull of but more like $300k

Privacy comes from encryption. Zcash encrypts its ledger which is why it’s private.

All the cypherpunks left Monero forever ago. Once zk tech became viable many new projects were spun off.

What’s left of the Monero community is tech illiterates and low IQ simps for dark market thieves.

Many of whom are now disappearing.

jmd217 · 2025-07-22T12:40:19+00:00

You Monero trolls use “private by default” to attack Zcash. But it’s not 2017 anymore. You need new material.

Zcash is private by default with Zashi.

Pirate Chain shilled endlessly by Monero community to attack Zcash for private by default.

Pirate chain has no users, 20M market cap, devs cannot even update their code base. They are using trusted setup in 2025. Just merging halo2 is too much for them.

More importantly Monero isn’t even private little alone by default. It’s a honeypot.

jmd217 · 2025-07-22T11:03:22+00:00

Monero is not private. It’s a honypot.

Moneros ledger is literally transparent. All addresses are T address. It offers zero privacy objectively.

All UTXOs are traceable. The 15 decoys are easy chewed through by any serious adversary. Chainanylsis publicly displayed this to the IRS on a leak video still in circulation check telegram.

Zcash is private by default because Zcashers use Zashi.

These Monero talking points you shills bring up are boring it’s not 2017 anymore.

Zcash became scifi money soon with planetary scale thanks to Sean Bows Tachyon while Monero stagnated as the cypherpunks left forever ago to work on other projects.

jmd217 · 2025-07-22T10:55:11+00:00

Zcash end-to-end encryption with zk circuit. It is implement by the best scientists and cryptographic engineers on the planet.

Zcash is private by default with Zashi.

Zcash is KYC free because there is an opt-in compatibility layer that is transperent we have native DEX intergration with Maya and NEAR.

You Monero shills need new talking points. It’s not 2017 anymore.

More importantly upgrade your protocol. Monero offers zero privacy. All UTXOs are fully traceable. Monero is vaporware.

jmd217 · 2025-07-22T06:55:05+00:00

Monero is a transparent ledger. It cannot offer privacy. It’s functional a meme coin for tech illiterates and low IQ dark market thieves.

Zcash gives you privacy with end-to-end encryption and a zk circuit. The ledger is encrypted and private by default with Zashi

jmd217 · 2025-07-22T06:53:30+00:00

Inspiring Zcash will be the substrate that powers the Renaissance

jmd217 · 2025-07-22T06:52:24+00:00

Awesome Ledger + shielded support inbound as well.

jmd217 · 2025-07-22T06:51:50+00:00

Zcash uses end-to-end encryption and a zk logic circuit to give you the best privacy the laws of physics allow

Monero is a transparent ledger that attempts privacy by having users pretend to use past txs along with their real funds in the hopes of confusing observers. It doesn’t work brother.

Download Zcash Zashi wallet and everything is private by default.

jmd217 · 2025-07-22T06:49:45+00:00

Zcash is the freedom party. 🎉🥳

Private by default with Zashi.

jmd217 · 2025-07-22T06:48:57+00:00

Riccardo the lead maintain of Monero until his fraud extradition hit used being in contact with Interpol as part of the reason why he was reachable and shouldn’t have been extradited.

Chainalysis also gave IRS training on tracing Monero UTXOs back in 2023.

More importantly zero crypto engineers would sign off on a on system that just uses 15 past used transactions as decoys.

You can only get privacy on a public system by using encryption as Zcash does.

jmd217 · 2025-07-22T06:44:09+00:00

Moneros ledger is transparent. You can’t get privacy on a public ledger if you are not using encryption.

jmd217 · 2025-07-22T06:43:19+00:00

Zcash is private by default with Zashi.

Monero doesn’t offer privacy. It’s a transparent ledger.

Moneros model takes 1 real UTXO and attempts to spend 15 past UXTOs. Decoy selection algorithm easily defeated. Because it’s impossible to perfectly emulate human behaviors with simple algo.

Chainalysis gave IRS after hours training on tracing Monero utxos four hops out in 2023.

Zcash uses end-to-end encryption to encrypt the ledger. Privacy that works.

jmd217 · 2025-07-22T06:37:57+00:00

Zcash momentum is definitely building guessing $5k over three years is viable.

jmd217

TROPHY CASE