The real things to pay attention to in this $ZEC round may be not just the coin price.
As ZEC has continued to set new highs recently, capital and attention have started to visibly spill over from the main ecosystem into the broader environment. In recent discussions within the Zcash community, NFT infrastructure, ZSA, and a batch of new privacy-NFT projects have clearly been gaining traction.
The most obvious development last night was zkSNARKs NFTs. There hasn’t been much discussion in the Chinese community before, but the blind auction ultimately received nearly 17,000 bids, and the market’s heat was suddenly brought up. At the same time, a number of projects—including ZecBit, ZecPunks, ZADDR, and ZEC Frogs—have already appeared or are queuing up to mint.
This morning I went back through this thread again, and my biggest takeaway is:
$ZEC’s wealth effect is spreading from the base coin into the ecosystem.
So next, I plan to actually run a few of the projects that haven’t minted yet. If I can apply for WL, I’ll apply. If the cost is low enough, I’ll join in. The focus isn’t on hitting every single NFT—it’s to get the Zcash wallet, address filtering, minting, and transaction flow fully working first.
Because the experience of the ZEC ecosystem is really different from what we’ve played with ETH and SOL before. For example, what ZecBit emphasizes is default hidden positions and shielded ZEC settlement; ZADDR directly turns the concept into “the face is public, but the owner isn’t.”
After this $ZEC has made its way out from the low point step by step, the more I feel:
In every big market cycle, the base coin is only the first layer of opportunity; what’s truly interesting is often the ecosystem spillover that comes after.
Wallets, NFTs, DEXs, Launchpads… who can catch this new wave of users and capital is still very early.
There are always new stories in the crypto space, but the real gap comes down to just two things:
Whether you can see it earlier than others, and whether, after seeing it, you can act immediately.
Of course, the ZEC NFT market is still at a very early stage—liquidity and project-side risks are both not small, and some already popular projects have even turned controversial.
So first learn how to play, then think about going in with heavier bets.
As ZEC has continued to set new highs recently, capital and attention have started to visibly spill over from the main ecosystem into the broader environment. In recent discussions within the Zcash community, NFT infrastructure, ZSA, and a batch of new privacy-NFT projects have clearly been gaining traction.
The most obvious development last night was zkSNARKs NFTs. There hasn’t been much discussion in the Chinese community before, but the blind auction ultimately received nearly 17,000 bids, and the market’s heat was suddenly brought up. At the same time, a number of projects—including ZecBit, ZecPunks, ZADDR, and ZEC Frogs—have already appeared or are queuing up to mint.
This morning I went back through this thread again, and my biggest takeaway is:
$ZEC’s wealth effect is spreading from the base coin into the ecosystem.
So next, I plan to actually run a few of the projects that haven’t minted yet. If I can apply for WL, I’ll apply. If the cost is low enough, I’ll join in. The focus isn’t on hitting every single NFT—it’s to get the Zcash wallet, address filtering, minting, and transaction flow fully working first.
Because the experience of the ZEC ecosystem is really different from what we’ve played with ETH and SOL before. For example, what ZecBit emphasizes is default hidden positions and shielded ZEC settlement; ZADDR directly turns the concept into “the face is public, but the owner isn’t.”
After this $ZEC has made its way out from the low point step by step, the more I feel:
In every big market cycle, the base coin is only the first layer of opportunity; what’s truly interesting is often the ecosystem spillover that comes after.
Wallets, NFTs, DEXs, Launchpads… who can catch this new wave of users and capital is still very early.
There are always new stories in the crypto space, but the real gap comes down to just two things:
Whether you can see it earlier than others, and whether, after seeing it, you can act immediately.
Of course, the ZEC NFT market is still at a very early stage—liquidity and project-side risks are both not small, and some already popular projects have even turned controversial.
So first learn how to play, then think about going in with heavier bets.