المنشور

Just sold 100% of my spot $ZEC around $1,520. That doesn’t mean I think the $ZEC run is finished. Far from it. Zcash has become one of the strongest privacy narratives in crypto, with the NU7 upgrade vote, faster 25-second blocks, ETF exposure, and fresh institutional interest from Paradigm all adding fuel to the story. I still believe $ZEC could be one of the biggest runners of the next cycle. I genuinely like the technology and the privacy thesis. But I’m rotating into $ETH here. Ethereum is also moving aggressively toward privacy as a core feature, with its roadmap focusing on private reads, private writes, and private proving. For me, this is simply a portfolio rotation — locking in the ZEC move and increasing my $ETH exposure. I’ll look to rebuild the $ZEC position around $1,050–$1,150, or after the next major privacy narrative catalyst, whichever comes first. No panic. No hate for ZEC. Just taking profit and reallocating capital.