Ztacking 🛡️

What is the narrative that could make crypto exciting again? For past years we had 0 inflows into the market, just playing pvp games where memes extracted billions out of the ecosystem

it’s hard to accept the writing on the wall tbh even if BTC isn’t fully dead and continues following the halving, the initial dream, the idealism that triggered everything is almost entirely defeated so many OGs have just taken the ETF exit liquidity and don’t want the reputation damage of crypto anymore the remaining respectable side of crypto is just exchange and defi platforms as well as some smaller metas like agentic games or something

I’m bearish zec because there is no such thing as single asset anonymity. It will never be private money 10% of btc and you can take that dumb idea that shillers put in your head and throw it out of the window. Private money is obfuscation via diversifying assets flows and custodians. Thousands of assets, tokenized bonds, stocks, money market funds, PE/HF/VC LP commitments, insurance, credit, real estate, commodities on networks that support privacy and obfuscation is how you get private money not a single coordinated schelling point that can be cut off at the top.

If privacy layers let us sernd prime tokens like $SOL and soon $ETH, what is the core thesis for holding a single-asset privacy coin like $ZEC? This is a genuine question, no hate or shade to holders at all $ZEC and $HYPE both have strong momentum right now, but single utility tokens tailored to one narrow niche feel like a 2018 meta. In today’s market landscape, what gives $ZEC long-term staying power? Furthermore, what happens to $HYPE if a competing platform overtakes it in active users and volume over the next 6 months? Help me understand the bull thesis here.

tbh this outlook is the entire issue with zcash and why everyone got caught lacking, expectations zec is a guranteed 20x. that's absurd. there is no such thing as a SoV outside btc. every next SoV diminishes the label. it's just a memecoin. if you're truly interested in privacy there are far more convenient ways to move money privately without denominating your entire portfolio in zec. and here you have 20 KOLs putting out baseless price targets, telling you to HODL (sounds familiar?) and that traders will be poor forever. give me a break 😭 i like zcash. i think token could do well as btc goes through an identity crisis wrt quantum + privacy. but this sort of condescending attitude is insulting to anyone who's been through a few cycles.

it’s funny how despite its correction zcash is all anyone talks about on the timeline still because it’s the only thing happening in crypto there is legitimately nothing else of note to pay any mind to