Insights
The work, in writing.
Thesis-level views on the protocols and markets under coverage. Reasoning, not positions.
Sovereign money & privacy · By Tei Tran · January 2025
Future-proof money: quantum, surveillance, and the case for Zcash
A complete protocol case: why most chains are not future-proof against quantum computing and AI-grade surveillance, why zero-knowledge is the durable answer, and why Zcash — not Bitcoin — is built to last.
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How we catch a narrative · By Tei Tran · A high-conviction play since 2021
The Zcash case: catching a narrative early
The repeatable process for catching a narrative before consensus — illustrated by ZEC, a high-conviction position held since 2021: privacy as a monetary property, accumulation in fear, and the call in hindsight.
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