Arthur Hayes & Illia Polosukhin: Privacy Is The Last 1000x (NEAR & ZEC)
Arthur and Illia join The Rollup to cover how privacy is massively mispriced.
Arthur Hayes is the Maelstrom CIO; Illia Polosukhin is the co-founder of NEAR Protocol.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:51 Arthur's Macro Thesis
01:32 AI Is National Defense
04:10 Full Port NEAR Zcash Hype
05:23 L1 Consolidation Has Begun
08:26 Why Arthur Loves Zcash
10:03 Naval Changed Arthur's Mind
12:56 Intents Enable Anonymous Swaps
13:45 20x NEAR vs 5x ZEC
14:51 $19B Volume $33M Fees
15:47 Privacy Enables Mass…
The skinny
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