kel - The Full Zcash Thesis, Building Conviction, and Going Against the Crowd

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 s