Grayscale's research head Zach Pandl just called $ZEC undervalued 👀
His thesis: Privacy will become the ultimate moat as AI surveillance ramps up. If that plays out, $ZEC could actually challenge $BTC's network effects.
Bold take. Privacy coins have been left for dead by most, but macro setup is shifting. Regulatory heat cooling, surveillance concerns rising, and $ZEC is sitting at multi-year lows.
Not saying it's a lock, but if privacy narrative catches fire again, $ZEC has asymmetric upside from here. Worth watching.
His thesis: Privacy will become the ultimate moat as AI surveillance ramps up. If that plays out, $ZEC could actually challenge $BTC's network effects.
Bold take. Privacy coins have been left for dead by most, but macro setup is shifting. Regulatory heat cooling, surveillance concerns rising, and $ZEC is sitting at multi-year lows.
Not saying it's a lock, but if privacy narrative catches fire again, $ZEC has asymmetric upside from here. Worth watching.
