An OG I know
cut his positions down to just two coins after 1011: $ZEC and $NEAR .
I asked him why.
He said this cycle won’t be a rising tide that lifts all boats. There are only two narratives; if you’re not in either one, you may never recover. A lot of people still haven’t figured out what that means.
Take a look at your own account. Are you holding a pile of altcoins that have fallen to your ankles, watching ZEC rise eightfold in a year and surge to $1,590, while all you can do is curse yourself for “missing the boat” and tell yourself, “I’ll catch the next rally next cycle”?
Today, let’s lay out the case for these two coins.
Read on, then decide for yourself: did you miss out, or are you simply holding the wrong things?
First, ZEC. It languished at a few dozen dollars for years, and exchanges nearly delisted it. Then AI arrived, and everyone started grabbing your data, your training material, your privacy. The value of the word “privacy” changed.
The data backs it up: more than 30% of all ZEC is now in shielded pools, an all-time high. Grayscale’s ZCSH listed on the NYSE on August 25, and its assets topped $500 million in just two weeks.
The Winklevoss brothers are working on a second fund, too. WINK plans to invest $100 million. ZEC has gone from a toy for old-school geeks to a digital-age firewall institutions can buy.
Now, NEAR. This coin is more complicated. A lot of people held it for years without making money, and got so tired of complaining about it that they went numb. But one thing is being seriously underestimated: NEAR Intents has already processed more than $30 billion in cross-chain volume across 35 chains.
When you swap for ZEC in the Zashi wallet, NEAR is what powers it behind the scenes.
When the fee switch was turned on this February,
all the fees started going toward buying back NEAR on the secondary market.
Put simply, the more demand there is for spot ZEC, the more tolls NEAR collects. These two coins aren’t independent plays—they cover both the long and short sides of the same story.
Not every coin will get its chance this cycle. 1011 drained a big chunk of liquidity, and the money left will only cluster around two or three compelling narratives. Privacy and cross-chain settlement are two that institutions have already bought into.
Don’t expect the coins you’ve been holding untouched for a year to suddenly remember they’re supposed to rally.
Greed and wishful thinking cost more than missing out.
cut his positions down to just two coins after 1011: $ZEC and $NEAR .
I asked him why.
He said this cycle won’t be a rising tide that lifts all boats. There are only two narratives; if you’re not in either one, you may never recover. A lot of people still haven’t figured out what that means.
Take a look at your own account. Are you holding a pile of altcoins that have fallen to your ankles, watching ZEC rise eightfold in a year and surge to $1,590, while all you can do is curse yourself for “missing the boat” and tell yourself, “I’ll catch the next rally next cycle”?
Today, let’s lay out the case for these two coins.
Read on, then decide for yourself: did you miss out, or are you simply holding the wrong things?
First, ZEC. It languished at a few dozen dollars for years, and exchanges nearly delisted it. Then AI arrived, and everyone started grabbing your data, your training material, your privacy. The value of the word “privacy” changed.
The data backs it up: more than 30% of all ZEC is now in shielded pools, an all-time high. Grayscale’s ZCSH listed on the NYSE on August 25, and its assets topped $500 million in just two weeks.
The Winklevoss brothers are working on a second fund, too. WINK plans to invest $100 million. ZEC has gone from a toy for old-school geeks to a digital-age firewall institutions can buy.
Now, NEAR. This coin is more complicated. A lot of people held it for years without making money, and got so tired of complaining about it that they went numb. But one thing is being seriously underestimated: NEAR Intents has already processed more than $30 billion in cross-chain volume across 35 chains.
When you swap for ZEC in the Zashi wallet, NEAR is what powers it behind the scenes.
When the fee switch was turned on this February,
all the fees started going toward buying back NEAR on the secondary market.
Put simply, the more demand there is for spot ZEC, the more tolls NEAR collects. These two coins aren’t independent plays—they cover both the long and short sides of the same story.
Not every coin will get its chance this cycle. 1011 drained a big chunk of liquidity, and the money left will only cluster around two or three compelling narratives. Privacy and cross-chain settlement are two that institutions have already bought into.
Don’t expect the coins you’ve been holding untouched for a year to suddenly remember they’re supposed to rally.
Greed and wishful thinking cost more than missing out.