Only trade on my radar this week is playing the pvp $ZEC rotation:
- Privacy narrative exploding: 30%+ supply now shielded (record high) amid surveillance fears
- "Smart" money rotating hard
- Massive outperformance: +100% vs BTC YTD, short squeezes fueling the move
- Key catalysts: Emergency Orchard upgrade done, quantum resistance roadmap, ETF hopes
- Capital fleeing transparent chains for real SoV privacy play
zcash at $766m is a regulatory monopoly trading like a forgotten altcoin. every other privacy coin is either delisted or legally gray in the US. ZEC is the only one exchanges can list with zero compliance risk. grayscale already has a zcash trust that could follow the GBTC to ETF conversion path. shielded pool supply went from 15% to 30%+ in months post-clearance. if that hits 50% the privacy set becomes strong enough to attract serious capital looking for compliant financial confidentiality. the market prices ZEC like 2022 baggage. the regulatory moat says otherwise.