Thread by @David_Grid

1/ @CoinDesk published one of my recent reports on @horizenglobal which I encourage folks to check out.

$ZEN is a promising #cryptocurrency founded by @robviglione and backed by @DCGco, @Grayscale, @BarrySilbert.

For more research, check us out at @fundstrat & @fs_insight.

https://twitter.com/CoinDeskData/status/1321841851788386304

2/ Big tech stocks have come to dominated the S&P 500 but we think this paradigm could change over the next decade in favor of crypto.

3/ Crypto has been growing far faster than big tech and stealing market share, which we think is likely to continue going forward.

4/ Crypto is more than currency, its an evolution of the web that changes the way we interact with applications, share our data, transmit value, and architect internet infrastructure.

5/ Bitcoin reinvented the way we make payments, Ethereum's cloud is enabling a DeFi ecosystem, and Horizen's web3 privacy platform creates a new way to build social e-commerce.

6/ The next evolution of tech organizations from companies to platforms is now to crypto networks, operating as digital to the core open software-run, community-governed, autonomous businesses.

7/ Crypto blockchain computing networks are building business applications on a decentralized infrastructure that advances the cloud.

8/ Cloud computing has seen tremendous growth and become one of the hottest sectors on Wall Street, but the shift to crypto blockchain computing is already underway and set to capture significant value as prior platform shifts have done before.

9/ Application ecosystems built on blockchain computing networks with cryptocurrencies as integrated payments mechanisms are the next evolution of the Chinese internet "super app" tech giants like Alibaba and Tencent, with crypto users quickly gaining share.

10/ Ecosystems are forming atop super app capable crypto platforms, including Horizen's, that already resemble global tech giants today.

11/ FAAMG derives ~70% of its value from intangibles like users, data & IP, which is why we think more than 50% of business segment revenue could be disrupted by crypto over coming decades.

12/ Big tech has several problems and is facing many headwinds that could offer a catalysts for shifting to crypto.

13/ Horizen's crypto network and its Red Hat-like software development company, Horizen Labs, offer technology designed to address many big tech related issues.

14/ Horizen's privacy focused decentralized blockchain computing platform offers several unique and compelling features for application developers and users.

15/ Technology being designed to flip the platform and user value paradigm in favor of consumers.

16/ Horizen blockchain computing network, analogous to a decentralized AWS, is comprised of over 40k nodes, the largest among crypto peers, making it a compelling platform for building applications (Daaps).

17/ It's computing platform enables innivative fully decentralized side chains validated by the mainchain with forward and backward compatible token transfers.

18/ The technology leverages the use of cutting edge ZK SNARKs to enable its advanced application and privacy features.

19/ Economics are designed with Bitcoins emission schedule and a split block reward payout to miners, master nodes, and the community governance treasury.

20/ Horizen has an economic model that we believe can fundamentally tie the value of the hlding the digital asset to network usage as adoption and fees paid to master node stakes grow in the future.

21/ An strong and actively engaged community of supporters have grown around the open source project.

22/ The community and network have seen consistent and compelling growth.

23/ Project has backing from many key industry players.

24/ Horizen is priced like a traditional tech company from a user valuation perspective.

25/ Hor2orize's user base is highly undervalued relatvie to its web3 and preivacy peers.