Joined July 2025
- Tweets 159
- Following 37
- Followers 297
- Likes 290
68 Photos and videos
Pinned Tweet
Jun 12
$$$paceX.
Low float. High FDV.
High delusion from the cult of @ElonMusk.
Blood red drawdown OTW. We'll buy the dip (not the IPO). ⚡
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POV @AustinCampbell @DavidZMorris :
SpaceX IPO has a P/E ratio ~50 (P/E of Nvidia, ~30). Hyperinflated multiple. W/o a clear forward revenue path. At a top-of-market valuation = nearly negative sign for future returns.
POV their @zkzeroknowledge intern w/ 40 SpaceX IPO shares:
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Jun 12
$$$paceX.
Low float. High FDV.
High delusion from the cult of @ElonMusk.
Blood red drawdown OTW. We'll buy the dip (not the IPO). ⚡
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Jun 12
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Zero Knowledge retweeted
Jun 11
The Fortune Crypto 100 is live.
100 companies. 10 categories.
The most complete view of digital assets ever published.
@FortuneMagazine and Inca screened 3,000 companies across financial, on-chain, and reputational data to build it.
Read the full story:
newswire.ca/news-releases/fo…
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Zero Knowledge retweeted
The part of the $strc unwind we haven't seen yet is when Saylor has to raise the yield directly to retake the $100 'peg.'
He has to do this to avoid serious civil litigation - he compared it to a mmarket/savings.
But it would also accelerate the spiral trap he's in.
Well, like a 2% repeg, it was all the way down to $92.
So all they have to do is sell more ... wait a second
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RT @austincampbell: There are contradictions in the capital stack that cannot be solved with rhetoric alone.
If BTC does not (Saylor) moon…
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セイラーは「ストラテジー」を設立し、最近$STRCを上場した。
1️⃣ 彼は戦略的だと考えている。
2️⃣ 私たちはクソだと思っている。
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今週の#ZeroIn : Saylor (Misses) Moon ⚡
zero-in.beehiiv.com/p/saylor…
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Michael Saylor dropped $STRC.
1️⃣ He thinks it’s strategic.
2️⃣ We think it’s stupid.
@davidzmorris : 🤦♂️
@austincampbell : 🤦♂️
👇 reasoning
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Read why in #ZeroIn : Saylor (Misses) Moon ⚡
zero-in.beehiiv.com/p/saylor…
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Zero Knowledge retweeted
The inevitable failure of $MSTR was never hard to see.
The latest Zero In from me and @austincampbell.
No Mercy. No Myths.
@ZKZeroKnowledge
zero-in.beehiiv.com/p/saylor…
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Stablecoins hand U.S. banks massive advantages (vs. foreign competition)
Still, American banks: 😡
Still, @austincampbell: 🤦♂️
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🥷📸🤣
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Zero Knowledge retweeted
May 22
Cambodia didn't just host the scam economy. It built the legal architecture to sustain it.
Issue #1 of Nothing Escapes Inca, our new monthly brief: Cambodia naturalized 4,000 foreign nationals, 56% from the PRC, now seated on 7,284 company boards. In 2024 the records went offline.
Read Issue #1 here: nothingescapesinca.beehiiv.c…
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Zero Knowledge retweeted
Honored to speak this week at @consensus2026 on one of the fastest-growing threats in financial crime: state-sponsored crypto fraud.
What started as criminal fraud has evolved into industrialized financial warfare.
Nation-state actors and transnational criminal networks are using cryptocurrency to steal, launder money, and evade sanctions.
The response has to be just as modern.
That’s why we built specialized economic crimes and cyber fraud capabilities at the U.S. Attorney’s Office for the Southern District of Florida and why partnerships with industry and law enforcement matter.
And to anyone who has been defrauded: come forward. Report it to the FBI. Fraud investigations often begin with victims willing to speak up.
Thank you to @Consensus2026 and to Bobby Bishop, @AustinCampbell, @AdamZarazinski, and moderator @web3crusadr for a strong and candid discussion. Important work ahead.
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Zero Knowledge retweeted
May 28
As someone who testified in front of Congress on this topic, there was 100% debanking. This is an outrageously irresponsible take at this point, and ignorant on the facts.
There were individual employees not suspected of wrongdoing having their accounts and those of their children closed.
Likewise, to act like "well, some bank, somewhere in this country will bank you, therefore you were not debanked" is a wild thing for the CEO of a fintech bank to say. Fintech partnerships are time consuming, difficult, and expensive. To get debanked from one where the bank wanted to continue, but the regulators forced them out is very expensive for both the bank but also more so the fintech! This is incredibly destructive for businesses and companies exposed to it, and a major drag on profit and time to deploy because you are constantly having to replace partners.
Put simply: if this is the view of the CEO of @Lead_Bank, you shouldn't be doing business with Lead Bank.
May 28
"I don't believe there was debanking. I think it's a crock of shit. An absolute crock of shit."
— @Lead_Bank CEO @jackiereses
"There's 5,000 banks in the United States. We have a lot of red states. Are you telling me that in lots of red states, including where my company is headquartered, Kansas City, Missouri—those banks were not willing to bank, for example, conservative companies?"
"What debanking actually means is that banks transitioned out of offering crypto products or risky products like adult entertainment or something like that."
"That's legit. That happened to lots of companies. But that is not systematically debanking. That's choosing not to invest in the industry."
"There might be cases where a bank decides to not include executives in a particular industry, or they choose they don't want the risk associated with something. That is their prerogative, and banks can make decisions based on their own reputational risk."
"Thankfully, you have 50 states and 5,000 banks, and there are plenty of people who would take a pro and con of each side of those judgments, and be able to offer services to many of those people who say they were excluded from the banking system."
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May 28
Don’t mix Bitcoin with real-world assets.
Unless you want North Koreans moving into your house.
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