6/27/25 - $hzen - Interesting

56
6/27/25 :: VROCKSTAR :: HZEN
Interesting

- Trades at 5% discount to spot
- It's a chitcoin, so beware
- But it's a zk privacy chain that will be moving to Base
- Still not totally convinced of, say, it's fundamental merits
- But mid July (the 16th) migration happens to Base
- So long as Base assets continue to grow, the ecosystem is defi friendly (it is)... this is an OG project (fair launch!) that is getting new wings.
- idk why ppl r dumping it the last few days on high volume, probably a ton of retail just saying "out with this (when they paid 5x-8x over spot in the last year-year and a half... and didn't know what they were getting into
- liquidity matters, so they just "sell market" and this thing goes thru the floor
- interesting for a 25 bps punt here IMVHO esp if we get alt season in the 2H of this year.

V
Trade active
i'm back out of this, for 20%. rotated back into $obtc.

V

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