Zcash at $631 with $10.54B mcap and institutional repo activity is zkSNARK cryptography being priced as foundational infrastructure value. That`s a different signal than privacy coin speculation - serious capital treating confidentiality as core on-chain finance infrastructure.
Privacy coin outperformance (ZEC etc) driven by post-quantum wallets and shielded DeFi is the kind of market signal worth reading carefully - structural demand building as capital recognizes confidentiality requirements, not speculative rotation chasing a narrative. @0xMiden`s q
Zcash`s position on private store of value is a market signal worth reading carefully - serious capital thinking converging on confidentiality as a baseline requirement for on-chain finance, not a niche preference. Holdings and transfer exposure at institutional scale creates co