【If ZEC falls below 1458, what will those who bought the dip regret?】
Yesterday, someone asked me whether I think they should sell ZEC. My answer was: it depends on where you entered your position. If you’re stuck because you bought above 1800, then this is an opportunity to reduce losses. If you came up from around 1200 this wave, then once the 1458 support breaks, consider exiting.
Seriously, ZEC getting up this time has a lot to do with that ETP card in Europe.
21shares has listed a ZEC ETF with physical custody on Euronext. What does that mean? In the past, Zcash was viewed by many people as a niche coin. Now, for European compliant funds, there’s finally a proper entry point. Institutional buying coins isn’t like what we do—trading back and forth on an exchange. They need custody, compliance, and audits. With an ETP, this entire process has been made workable.
But the question is: can this last?
My judgment is that, in the short term, sentiment is already a bit overheated. FNG is at 71, while the weekly average is only 66, which shows the market’s sentiment is actually lagging the price by half a beat. Higher volume suggests money is coming in, but with a 40% weekly gain sitting there, a correction could come at any time.
However, in the long run, the logic holds. ZEC’s privacy feature has always been a double-edged sword in regulators’ eyes. Now that it’s able to be on an ETF, it means the compliance pathway has been cleared. Once institutional allocations reach scale, selling pressure may actually decrease—because they don’t chase pumps and dump like retail traders do.
So putting it plainly: this rally is driven by sentiment and narrative, not a sudden change in fundamentals. The real test is ahead—when the ETF grows in size, can ZEC’s on-chain activity keep up?
Have you joined this move, or are you still watching from the sidelines?
Yesterday, someone asked me whether I think they should sell ZEC. My answer was: it depends on where you entered your position. If you’re stuck because you bought above 1800, then this is an opportunity to reduce losses. If you came up from around 1200 this wave, then once the 1458 support breaks, consider exiting.
Seriously, ZEC getting up this time has a lot to do with that ETP card in Europe.
21shares has listed a ZEC ETF with physical custody on Euronext. What does that mean? In the past, Zcash was viewed by many people as a niche coin. Now, for European compliant funds, there’s finally a proper entry point. Institutional buying coins isn’t like what we do—trading back and forth on an exchange. They need custody, compliance, and audits. With an ETP, this entire process has been made workable.
But the question is: can this last?
My judgment is that, in the short term, sentiment is already a bit overheated. FNG is at 71, while the weekly average is only 66, which shows the market’s sentiment is actually lagging the price by half a beat. Higher volume suggests money is coming in, but with a 40% weekly gain sitting there, a correction could come at any time.
However, in the long run, the logic holds. ZEC’s privacy feature has always been a double-edged sword in regulators’ eyes. Now that it’s able to be on an ETF, it means the compliance pathway has been cleared. Once institutional allocations reach scale, selling pressure may actually decrease—because they don’t chase pumps and dump like retail traders do.
So putting it plainly: this rally is driven by sentiment and narrative, not a sudden change in fundamentals. The real test is ahead—when the ETF grows in size, can ZEC’s on-chain activity keep up?
Have you joined this move, or are you still watching from the sidelines?