Ansem shared a few takes in a recent conversation: as AI expands and intelligence becomes commoditized, culture, attention, and collective belief will become increasingly valuable. Following that logic, he floated a hypothesis—if quantum risk becomes a genuine threat to $BTC , $ZEC could use its privacy features and the narrative of being a “better store of value” to reach a valuation close to Bitcoin’s. He holds a little spot, but stressed that he isn’t actively taking a long position. He agrees with Murad’s broader point about the premium on culture and belief assets, but said that the market cap of pure meme coins surpassing Bitcoin is “very, very unlikely.”

My take: this is speculation at the narrative level, not actual progress, and quantum risk is only hypothetical for now. He didn’t explain exactly how a “valuation close to Bitcoin’s” might happen, which leaves me scratching my head. I’ll make a note of it and keep watching.

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This information comes from public sources. I’m relaying it, not making predictions. Nothing above constitutes investment advice.