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.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 

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 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 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 

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 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 could reach $3K before ether does, because the importance of privacy has not fully emerged yet. That agrees with @TobyMarkz, who notes Zcash was called dead a few years ago but privacy is now a main narrative. x.com 

Zcash is done after a bug let anyone freely mint ZEC, and its privacy narrative is not showing up in actual demand. Outside niche uses, Zcash processes fewer than 10,000 transactions a day, about a third of Monero's and well below chains like Berachain and Monad that many consider dead. A 21 million supply cap is not unique, and privacy belongs inside protocols like Ethereum and big wallets rather than in standalone privacy tokens. x.com 

Real money is showing up for privacy, one of the biggest narratives this year, which is good news for Zcash. Per @MSBIntel, Grayscale's Zcash ETF has raised over $1 billion in 30 trading days, ranking among the best ETF launches of the last ten years. x.com