Rich Peter
Investor, Crypto, US Stocks & High-Dividend ETFs
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 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.com
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'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 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
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
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 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 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 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
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
