I’ve been talking about ZEN lately, not because I think it’s about to surge, but because I’m more focused on this question:
If ZEC keeps raising the ceiling of the privacy track, will capital start looking for the next batch of privacy assets?
Right now, ZEC has already climbed to around $1,600, and the hype around the privacy narrative is still going strong. ZEN is only just over $8, and its market cap is still very small. (CoinMarketCap)
More importantly, today’s ZEN isn’t the same simple PoW privacy coin as before.
Horizen has migrated to Base, and its positioning is gradually shifting into foundational infrastructure for “privacy + EVM + DeFi.” The official site now directly describes it as a private DeFi ecosystem. (Horizen)
So my logic is pretty simple:
ZEC is responsible for keeping the privacy track’s fire going; ZEN is responsible for seeing whether it can capture the premium from the next wave of opportunities.
Of course, the key prerequisite is that—ZEC can’t die down.
So I’ll keep holding ZEN and just wait patiently.