Tulip King
Head of Strategy at CounterpartyTV, Crypto Investor
Zcash's privacy is its lasting edge because bank accounts may never become private, while quantum resistance should become a requirement for all survivors. Its public transactions make institutional integration easier than Monero's, giving it a larger potential market. Monero has value and is probably oversold, though FCMP++ has no clear timeline. Institutions' comfort with Zcash could fade if governments clamp down. x.com x.com x.com x.com x.com x.comÂ
Zcash looks attractive as the infinite-mint scare moved many holders into stronger hands, though weaker buyers also chased higher prices. Its decade-tested dev team seems to be speeding up, and its rapid shipping and adaptation make the earlier assessment of the Orchard bug's long-term impact look overblown. If AI solves math, Bitcoin may be too ossified to respond, but that outcome is not assumed. x.com x.com x.com x.comÂ
Zcash's store-of-value narrative is more valued than revenue-linked privacy applications for now. Revenue-generating tokens could outperform once trust is established, but privacy store-of-value tokens remain the preferred narrative today. x.com x.comÂ
The need for private transactions and untracked wallets could make privacy tokens one of crypto's biggest narratives over the next few years. Monero and Zcash are named alongside the not-yet-launched AF. x.comÂ
Zcash's privacy makes critical bugs undetectable, so a flaw could let someone print unlimited ZEC and dump it unnoticed. Two critical infinite-mint bugs have now been found, possibly more, and everyone is hunting for them with AI; unlike transparent Bitcoin, such inflation cannot be automatically detected. Regulation also leaves no viable path to adoption, since no AML-compliant company can accept it. x.com x.com x.com x.com x.comÂ
Zcash could become the real privacy bitcoin and may flip Monero over the long term. Its trend is the strongest in years, and privacy and quantum-security fears could help it outperform. @Bitcoineo counters that nobody uses it as a store of value and that he would not hold it against bitcoin once the trend fades; it is still early. x.com x.com x.comÂ
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.comÂ
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.comÂ
Monero and Zcash could each reach $50-100B, but the best risk/reward in privacy may be the low-cap Knox token. Its offline transactions are the real innovation, making privacy work like cash, something no one has done before. At only a $26M market cap, it could reprice to $1B+. x.comÂ
Zcash is seeing structural supply absorption that traders focused on its legacy chart miss, as Raoul Pal and Barry Silbert build positions in a generational store-of-value play. After the masses bought Bitcoin for compliance, the next wave will pay a premium for Zcash's privacy and sovereign immunity. Per @KevinWSHPod, Pal says Zcash, Bitcoin with privacy, could be worth 5-10% of Bitcoin. When the narrative flips, its upward velocity will leave tourist capital stranded. x.comÂ
Zcash's shrinking PoW security budget makes a full move to PoS essential to its survival. Fees cover only 0.01% of its mining subsidy; miners have incentives to resist, while centralized governance lacks a workable stakeholder vote. Crosslink improves on PoW but keeps both systems' drawbacks; it could serve as a political bridge to full PoS and stakeholder governance. A "ZEC Classic" split is now probable depending on how factions act, and a vote may be too late to prevent it. x.com x.com x.comÂ
Zcash still has a path to $10,000 as its developers address cryptanalysis fears: Zakura has outlined quantum-safe, unlinkable rotating transparent addresses, and the transparent side is expected to be resistant by January. This builds on years of planning, not a response devised from scratch overnight. x.com x.comÂ
