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onthewayup (otwu)

@onthewayup·746 followers·0th percentile influence
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Appearances in tracked projects 2

support tweets · May 29 → May 29, 2026
1595
Near
(@nearprotocol OR $NEAR) -is:retweetMay 29 → May 29, 2026
1critiques · pull ×1.1

@notwashed Your value accrual thesis doesn't really hold... These are all narrative plays... $zcash doesn't accrue value. It's a privacy narrative play. As are $near and $vvv (connected to AI theme). $hype has fundamentals, but their revenue doesn't validate the FDV. It's a reven

2026-05-290075% negative
Open on the project page
1499
zcash
(@Zcash OR $ZEC OR zec OR zcash) -is:retweetMay 29 → May 29, 2026
1critiques · pull ×1.1

@notwashed Your value accrual thesis doesn't really hold... These are all narrative plays... $zcash doesn't accrue value. It's a privacy narrative play. As are $near and $vvv (connected to AI theme). $hype has fundamentals, but their revenue doesn't validate the FDV. It's a reven

2026-05-290078% negative
Open on the project page