Wayne Liang
Asymmetric Investment Research, Trade Alerts & Toolkits
Zcash could surge once the next four-year crypto cycle begins, expected in October 2026. ZEC rose about 500% from October 2025 through the market's down phase with the whole market against it, and the actual cycle tailwind has yet to arrive. x.com
Zcash could be the runner of the upcoming crypto cycle, with a conservative $10,000 target that would put the Grayscale Zcash ETF near $800. Fanatic holders who refuse to sell, as with bitcoin early on and Solana last cycle, are a key ingredient. Solana's run took about 24 months for roughly 30x, and the cycle has not started yet; a solid chance at a 20-30x over two years is worth taking. x.com x.com x.com x.com x.com
Bitcoin, gold and Zcash should keep moving up because Bessent has telegraphed financial repression and will keep upping the ante. He said "I am the house now," so selling bitcoin is a bet that he simply gives up. With a cycle bottom in, early dips are some of the best opportunities looking 18 months ahead, and panic selling the first shakeout during the disbelief phase is the worst move. x.com
Zcash's leverage reset to open-interest range lows near 1.1 million ZEC could support a quick move to new highs if momentum returns. Holding its 50-day moving average is a positive first signal, but a sustained reclaim of the blue trendline near $1,330 is the second signal needed for that strong setup. x.com
Low liquidity could cause sharp downside wicks in altcoins over the coming days. Uniswap at $3-6 and Zcash near $800 are levels of interest for bids. Trader_XO sees Zcash near $800, a call that holds here too; the level is expected before year-end. x.com x.com x.com
Zcash's cooling social attention points to a multi-week bottoming process nearing its end. The Rollup counts 4,100 weekly ZEC mentions from accounts with over 1,000 followers, down 42% in a week and 68% from the peak of 12,800. x.com
Zcash and Hyperliquid could face less selling pressure because they have newer, stronger narratives than NEAR and fewer holders waiting to sell at breakeven. Their appeal this cycle rests on narrative and hype; they look like this cycle's Ether and Solana. x.com x.com x.com
Zcash is showing weakness, and its super-illiquid spot book means profit-taking by spot holders can drive a sharply convex move to the downside. Broader risk appetite also appears to be weakening. x.com
Zcash's upside against Bitcoin is underpriced because Bitcoin is ossified and cannot respond to competition. With no voice of authority, Bitcoin won't rush to add privacy or quantum resistance, so the pair trade could see more pain for Bitcoin and Zcash could reach silly prices. Ossification is good, Zcash must ossify one day to become a trillion-plus coin, and Bitcoin will have its time in the sun, but the social dynamic could get grim for the maxis first. x.com x.com
Zcash will probably keep rising because privacy coins are in high demand from people trying to move money out of their countries. It is already up 54x in 1.5 years, in reply to @TheBTCTherapist questioning who is buying it. x.com
Zcash's rally lacks visible demand. Its privacy-focused ethos is respectable, but buyers are hard to identify, and the move looks driven by a low float, as @StockBaron_ suggests. x.com x.com x.com
Zcash's crash on news of an Orchard inflation bug was unjustified, and the price looks set to go considerably higher toward $486-527. The protocol's built-in turnstile mechanism verified that no additional supply was created, the bug was fixed before the panic, and the protocol is now more secure, not less. Bitcoin and Ether have had bugs too, and negative news without lasting technical failure is usually reversed within days. In a crypto bear market, this is only a short-term trade. x.com x.com … Show more
