From 200 million to 26 billion dollars in market capitalization: ZEC becomes the new consensus allocation for some Bitcoin funds, according to David Hoffman (Bankless). It's the same pattern as ETH in 2021: a small portion of BTC holders switching over is enough to create enormous momentum. My take: a privacy thesis that has become a popular trade can turn around just as fast as it has surged. And the main market isn't really following: BTC is flat at 83945 $ (-0.3% over 24h) and ETH at 2662 $ (+0.03%). ZEC: a real privacy revolution or just a speculative trend? #Zcash #Crypto