Post #12032

Zcash institutional setup: $9.5B market cap, 30% of supply off-market, first privacy ETF decision pending in Q2 $ZEC has quietly become the only privacy thesis institutions can legally own and the cap table over the last 90 days makes that the entire trade. Zcash is up 70% this week and ~1000% from 2024 lows. Market cap sits at $9.5B, price touched $600, and the November ATH of $748 feels like the next target. Public institutional positioning since February: • Multicoin Capital: accumulating since February • Cypherpunk Technologies: 1.78% of total supply (~$99M), Winklevoss-backed, targeting 5% • Zcash Open Development Lab: raised $25M for private finance tools • Arthur Hayes' Maelstrom Fund: expanded position • Foundry Services: launched institutional ZEC mining pool in April • Grayscale Zcash Trust: daily volume doubled in April to ~$1.7M, highest since January • Barry Silbert (DCG founder): called for a "Bitcoin-like" multi-year ZEC cycle on May 1 30% of $ZEC is now locked in shielded pools, up from 8% in 2024. November's halving cut inflation from 4% to 2%. And Grayscale's spot ETF decision lands in Q2, the first privacy coin ETF filing in history. Monero got delisted from major exchanges. $ZEC didn't. The CLARITY Act explicitly distinguishes compliance-passable privacy (ZEC's viewing keys) from anonymous mixers. Top 7 Ecosystem:Alpha| X | Aggregator