BULLISH (leaders): NVDA, AVGO, AMD, MU, TSM, CEG, PLTR(mo), ZEC, XMR, TAO, FET CONSTRUCTIVE/NEUTRAL: MSFT/AMZN/AAPL/GOOGL/META, BTC, ETH, SOL, XRP, GRT, RAIL SPECULATIVE (size it): TSLA, NEAR, HYPE, AKT, IO, GRASS, ICP, VIRTUAL, BDX, AZTEC, ROSE, PHA, ZAMA, RLC, SCRT HIGH-RIS
CRYPTO — PRIVACY MONEY zcash:native (Zcash): ~$522 (peaked ~$642 on May 9). Now the LARGEST privacy coin, overtaking XMR. Drivers: ~30% of supply shielded (up from ~8% in '24), FCMP++ upgrade, notable fund interest. The 2026 standout narrative. SENTIMENT: Bullish leader of
zcash:native ~$522 🔒 The story of 2026. Ripped to ~$642 on May 9 and OVERTOOK Monero as the #1 privacy coin. Why: ~30% of supply now shielded (was ~8%), FCMP++ upgrade, fund interest. Bullish leader of the privacy meta — just respect the volatility after that run. #Zcash #Pri