
Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Project Tachyon's formal verification is the most bullish upgrade in Zcash history, and why NEAR Intents generated $150K in a single volatile day, buying back NEAR while everyone else was selling.
Illia Polosukhin is Co-Founder of NEAR Protocol, and Mert is Co-Founder of Helius, a leading Solana infrastructure platform.
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