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可汗医生
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.
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