Tulip King
Head of Strategy at CounterpartyTV, Crypto Investor
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
Bitcoin and Zcash are worth owning as a US with no real options left on its debt will, as @mst1287 puts it, print until the wheels fall off. Having no options is functionally the same as having no plan. A balanced budget would very likely crash the economy, dry up tax revenue and trigger a death loop, though that can't be proven; it is also politically impossible. A post the author replies to says a Druckenmiller op-ed shattered hopes that Bessent and Warsh would fix the fiscal outlook. x.com x.com x.com x.com
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.com
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.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
Bitcoin's growing adoption could itself be the catalyst for privacy coins such as Zcash and Monero. The more bitcoin is integrated into exchanges, ETFs, banks and payment rails, the easier it becomes to map identities to addresses. Bitcoin's scarcity case strengthens while its privacy gap becomes more obvious, which makes for an interesting setup for Zcash and Monero. x.com
Zcash offers Bitcoin-style scarcity with privacy, and its chart points to $2,191 if it clears resistance. Like Bitcoin it is mined and capped at 21 million coins, but shielded sends hide sender, receiver and amount, and viewing keys allow selective disclosure. Cypherpunk Technologies holds ZEC as its treasury and aims for 5% of supply. Price is holding just under the 2.618 Fibonacci level at $1,637; a clean break opens the 3.618 at $2,191, with support around $1,100-$1,250. x.com
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.com
AI agents moving into the transaction phase will demand faster payment rails than SWIFT and other systems built for humans. Agent adoption is compressing into months; per the host, a Citrini post described Meta's Muse rebooking a canceled flight and securing a $250 credit within minutes, the start of deflationary pressure on services. Meanwhile, with central bankers tripping over themselves to devalue their currencies, Bitcoin wins. feeds.fountain.fm
Zcash has its own buyers, so it keeps pushing its own bull run regardless of the CLARITY Act or the Fed. People who want privacy don't wait for Powell, more surveillance on exchanges pushes them toward privacy, and privacy wins long term. A run toward $1,500 would be a point to take a little profit. x.com x.com x.com 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 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
